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Swiss (SMI) Capital Markets Industry Analysis

UpdatedDec 02, 2021
DataAggregated Company Financials
Companies22
  • 7D-0.2%
  • 3M-3.2%
  • 1Y18.1%
  • YTD17.5%

Over the last 7 days, the Capital Markets industry has remained flat, although notably UBS Group gained 3.4%. As for the the longer term, the industry is up 18% over the past 12 months.

Industry Valuation and Performance

Has the Swiss Capital Markets Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Sun, 05 Dec 2021CHF148.7bCHF61.5bCHF10.1b13.8x
Tue, 02 Nov 2021CHF156.6bCHF60.7bCHF10.2b14.5x
Thu, 30 Sep 2021CHF142.8bCHF61.3bCHF10.2b14.6x
Sat, 28 Aug 2021CHF149.3bCHF61.0bCHF10.1b15.8x
Sun, 04 Jul 2021CHF137.4bCHF61.0bCHF10.1b13.6x
Wed, 07 Apr 2021CHF135.1bCHF60.4bCHF9.9b14.7x
Sat, 09 Jan 2021CHF123.5bCHF59.3bCHF10.3b16x
Fri, 02 Oct 2020CHF101.0bCHF60.1bCHF10.8b14x
Mon, 06 Jul 2020CHF106.0bCHF59.5bCHF10.3b15.7x
Thu, 09 Apr 2020CHF87.3bCHF59.7bCHF10.5b14.7x
Wed, 01 Jan 2020CHF123.2bCHF59.2bCHF9.6b15.5x
Sat, 05 Oct 2019CHF113.1bCHF59.1bCHF8.2b14.4x
Tue, 09 Jul 2019CHF113.1bCHF58.1bCHF7.3b15.1x
Mon, 01 Apr 2019CHF112.3bCHF58.8bCHF7.2b14.2x
Thu, 03 Jan 2019CHF106.9bCHF60.1bCHF7.6b15.5x
PE Ratio

15.5x

Total Market Cap: CHF106.9bTotal Earnings: CHF7.6bTotal Revenue: CHF60.1b0%0%0%3 Year10 Year
20202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 15.3x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Capital Markets industry have grown 10% per year over the last three years, while revenues have remained mostly flat. This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Swiss Capital Markets industry?

Diversified Capital Markets2.29%
Asset Management-2.71%
Investment Banking and Brokerage-4.55%

Industry PE: Investors are most optimistic about the Diversified Capital Markets industry which is trading above its 3-year average PE ratio of 20.5x. This is likely because analysts are expecting annual earnings growth of 15%, which is higher than its past year's earnings decline of 30% per year. Meanwhile, investors are most pessimistic about the Asset Management industry, which is trading below its 3-year average of 17.6x.

Forecasted Growth: Analysts are most optimistic on the Diversified Capital Markets industry, expecting annual earnings growth of 15% over the next 5 years. This is better than its past earnings decline of 30% per year. Meanwhile, the Asset Management industry is expected to see its earnings grow by 2.7% per year over the next few years.

Top Stock Gainers and Losers

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

Company7D1YValuation
UBSG UBS Group3.4%+CHF1.8b25.3%PE7.8x
VONN Vontobel Holding2.9%+CHF117.8m10.3%PE14x
BAER Julius Bär Gruppe0.9%+CHF103.2m13.6%PE14.7x
EFGN EFG International3.6%+CHF70.2m7.2%PE11.2x
LEON Leonteq5.3%+CHF60.7m93.3%PE11.2x
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