Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Swiss (SMI) Financials Sector Analysis

UpdatedAug 14, 2025
DataAggregated Company Financials
Companies42
  • 7D1.4%
  • 3M4.9%
  • 1Y22.8%
  • YTD10.7%

In the last week, the Financials industry is up 1.4%, with UBS Group up 3.8%. In the last 12 months, the industry was up 23%. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

Has the Swiss Financials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 14 Aug 2025CHF 389.8bCHF 187.1bCHF 29.4b16.1x13.2x2.1x
Sat, 12 Jul 2025CHF 362.6bCHF 205.6bCHF 48.3b15.2x7.5x1.8x
Mon, 09 Jun 2025CHF 363.3bCHF 209.7bCHF 48.7b14.9x7.5x1.7x
Wed, 07 May 2025CHF 359.7bCHF 210.1bCHF 48.5b14.4x7.4x1.7x
Fri, 04 Apr 2025CHF 358.4bCHF 268.5bCHF 101.2b14x3.5x1.3x
Sun, 02 Mar 2025CHF 377.9bCHF 233.9bCHF 60.3b16.1x6.3x1.6x
Tue, 28 Jan 2025CHF 370.4bCHF 240.3bCHF 58.0b16.2x6.4x1.5x
Thu, 26 Dec 2024CHF 341.9bCHF 240.3bCHF 58.0b14.8x5.9x1.4x
Sat, 23 Nov 2024CHF 349.0bCHF 239.3bCHF 58.0b14.5x6x1.5x
Mon, 21 Oct 2024CHF 343.8bCHF 238.3bCHF 56.3b14.5x6.1x1.4x
Wed, 18 Sep 2024CHF 324.9bCHF 235.3bCHF 56.1b14.5x5.8x1.4x
Fri, 16 Aug 2024CHF 319.7bCHF 236.9bCHF 56.5b14.6x5.7x1.3x
Sun, 14 Jul 2024CHF 329.1bCHF 224.9bCHF 68.4b14.2x4.8x1.5x
Tue, 11 Jun 2024CHF 327.0bCHF 225.3bCHF 68.5b13.6x4.8x1.5x
Thu, 09 May 2024CHF 315.4bCHF 228.0bCHF 68.5b14.1x4.6x1.4x
Sat, 06 Apr 2024CHF 324.8bCHF 193.4bCHF 39.3b13.9x8.3x1.7x
Mon, 04 Mar 2024CHF 315.3bCHF 213.1bCHF 51.8b13.7x6.1x1.5x
Wed, 31 Jan 2024CHF 311.3bCHF 212.8bCHF 58.8b13.5x5.3x1.5x
Fri, 29 Dec 2023CHF 306.7bCHF 209.9bCHF 57.9b13x5.3x1.5x
Sun, 26 Nov 2023CHF 297.4bCHF 215.5bCHF 59.6b13.3x5x1.4x
Tue, 24 Oct 2023CHF 280.4bCHF 200.8bCHF 49.2b13.5x5.7x1.4x
Thu, 21 Sep 2023CHF 296.3bCHF 200.8bCHF 49.3b14.1x6x1.5x
Sat, 19 Aug 2023CHF 269.1bCHF 198.0bCHF 25.0b14.2x10.8x1.4x
Mon, 17 Jul 2023CHF 264.2bCHF 191.3bCHF 23.8b13.9x11.1x1.4x
Wed, 14 Jun 2023CHF 266.1bCHF 196.6bCHF 24.4b15x10.9x1.4x
Fri, 12 May 2023CHF 261.8bCHF 195.4bCHF 24.3b14.5x10.8x1.3x
Sun, 09 Apr 2023CHF 276.8bCHF 182.4bCHF 11.9b15.2x23.2x1.5x
Tue, 07 Mar 2023CHF 294.3bCHF 188.6bCHF 12.2b15.3x24.1x1.6x
Thu, 02 Feb 2023CHF 287.8bCHF 193.1bCHF 11.4b14.5x25.2x1.5x
Sat, 31 Dec 2022CHF 272.7bCHF 195.0bCHF 11.3b13.8x24.2x1.4x
Mon, 28 Nov 2022CHF 274.0bCHF 197.8bCHF 11.6b13.8x23.7x1.4x
Wed, 26 Oct 2022CHF 262.4bCHF 207.1bCHF 17.8b12.6x14.7x1.3x
Fri, 23 Sep 2022CHF 256.9bCHF 205.5bCHF 17.7b12.6x14.5x1.3x
Sun, 21 Aug 2022CHF 267.1bCHF 207.3bCHF 17.6b12.8x15.2x1.3x
Price to Earnings Ratio

15.2x


Total Market Cap: CHF 267.1bTotal Earnings: CHF 17.6bTotal Revenue: CHF 207.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Financials Sector Price to Earnings3Y Average 10x202320242025
Current Industry PE
  • Investors are optimistic on the Swiss Financials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 13.2x which is higher than its 3-year average PE of 10.0x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 19% per year over the last three years.
  • Meanwhile revenues for these companies have declined 3.4% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

Which industries have driven the changes within the Swiss Financials sector?

CH Market1.52%
Financials1.45%
Diversified Financial3.62%
Capital Markets2.82%
Consumer Finance0.99%
Banks0.71%
Insurance0.33%
Mortgage Finance0%0
Industry PE
  • Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 20.7x.
    • Analysts expect its future annual earnings growth (18.6%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Diversified Financial industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 0.011x.
Forecasted Growth
  • Analysts are most optimistic on the Capital Markets industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Banks industry is expected to see its earnings grow by 2.1% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
UBSG UBS GroupCHF 32.081.9%
+CHF 1.9b		22.5%PE20.1x
ZURN Zurich Insurance GroupCHF 590.002.1%
+CHF 1.7b		22.9%PE17.8x
SLHN Swiss Life HoldingCHF 899.401.4%
+CHF 365.2m		34.7%PE21.1x
BALN Baloise HoldingCHF 213.002.4%
+CHF 227.5m		34.0%PE25.2x
HELN Helvetia HoldingCHF 211.401.8%
+CHF 200.9m		60.8%PE23.5x

Latest News

ZURN
CHF 590.00
Zurich Insurance Group
7D
2.1%
1Y
22.9%
VZN
CHF 170.80
VZ Holding
7D
-0.4%
1Y
40.2%
BCVN
CHF 94.45
Banque Cantonale Vaudoise
7D
-1.7%
1Y
0.5%
SQN
CHF 524.00
Swissquote Group Holding
7D
-7.9%
1Y
75.1%
UBSG
CHF 32.08
UBS Group
7D
1.9%
1Y
22.5%
PGHN
CHF 1,103.00
Partners Group Holding
7D
-2.3%
1Y
-7.0%
BALN
CHF 213.00
Baloise Holding
7D
2.4%
1Y
34.0%
CMBN
CHF 91.85
Cembra Money Bank
7D
-0.3%
1Y
19.8%
SLHN
CHF 899.40
Swiss Life Holding
7D
1.4%
1Y
34.7%

Swiss Life Holding AG's (VTX:SLHN) Business Is Trailing The Market But Its Shares Aren't

Jul 25
Swiss Life Holding AG's (VTX:SLHN) Business Is Trailing The Market But Its Shares Aren't
EFGN
CHF 15.76
EFG International
7D
-2.7%
1Y
30.9%
SREN
CHF 145.45
Swiss Re
7D
-5.9%
1Y
34.3%
CFT
CHF 248.00
Compagnie Financière Tradition
7D
6.0%
1Y
67.6%

Compagnie Financière Tradition (VTX:CFT) Ticks All The Boxes When It Comes To Earnings Growth

Jun 28
Compagnie Financière Tradition (VTX:CFT) Ticks All The Boxes When It Comes To Earnings Growth
HELN
CHF 211.40
Helvetia Holding
7D
1.8%
1Y
60.8%

Helvetia Holding AG's (VTX:HELN) Price In Tune With Earnings

Jun 24
Helvetia Holding AG's (VTX:HELN) Price In Tune With Earnings
LLBN
CHF 87.00
Liechtensteinische Landesbank
7D
-1.9%
1Y
14.9%
TKBP
CHF 160.00
Thurgauer Kantonalbank
7D
2.9%
1Y
29.6%
LUKN
CHF 74.50
Luzerner Kantonalbank
7D
1.1%
1Y
10.9%