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Swiss (SMI) Capital Markets Industry Analysis

UpdatedFeb 16, 2025
DataAggregated Company Financials
Companies20
  • 7D0.6%
  • 3M10.9%
  • 1Y23.2%
  • YTD7.8%

In the last week, Capital Markets has been flat. As for the the longer term, the industry is up 23% over the past 12 months. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Feb 2025CHF 168.6bCHF 54.5bCHF 7.7b16.4x21.9x3.1x
Tue, 14 Jan 2025CHF 160.1bCHF 53.9bCHF 6.6b20.6x24.4x3x
Thu, 12 Dec 2024CHF 157.0bCHF 52.2bCHF 6.4b20.3x24.5x3x
Sat, 09 Nov 2024CHF 153.3bCHF 51.8bCHF 6.4b19.2x24.1x3x
Mon, 07 Oct 2024CHF 147.9bCHF 50.6bCHF 4.5b19.3x33.1x2.9x
Wed, 04 Sep 2024CHF 139.3bCHF 50.2bCHF 4.4b16.3x31.4x2.8x
Fri, 02 Aug 2024CHF 145.0bCHF 49.0bCHF 27.4b16.1x5.3x3x
Sun, 30 Jun 2024CHF 143.8bCHF 49.9bCHF 28.1b15.1x5.1x2.9x
Tue, 28 May 2024CHF 152.8bCHF 50.6bCHF 28.5b16.3x5.4x3x
Thu, 25 Apr 2024CHF 138.1bCHF 47.0bCHF 27.9b16.5x4.9x2.9x
Sat, 23 Mar 2024CHF 151.9bCHF 46.6bCHF 28.5b17.4x5.3x3.3x
Mon, 19 Feb 2024CHF 138.1bCHF 45.9bCHF 28.0b16x4.9x3x
Wed, 17 Jan 2024CHF 139.8bCHF 71.5bCHF 35.0b14.4x4x2x
Fri, 15 Dec 2023CHF 144.1bCHF 71.6bCHF 35.1b14x4.1x2x
Sun, 12 Nov 2023CHF 126.7bCHF 73.0bCHF 36.2b12.6x3.5x1.7x
Tue, 10 Oct 2023CHF 127.6bCHF 70.2bCHF 38.5b13.8x3.3x1.8x
Thu, 07 Sep 2023CHF 131.5bCHF 69.6bCHF 38.0b13.5x3.5x1.9x
Sat, 05 Aug 2023CHF 113.7bCHF 68.8bCHF 13.9b14.5x8.2x1.7x
Mon, 03 Jul 2023CHF 105.4bCHF 69.3bCHF 13.7b13.2x7.7x1.5x
Wed, 31 May 2023CHF 103.1bCHF 69.7bCHF 13.8b14.5x7.4x1.5x
Fri, 28 Apr 2023CHF 107.6bCHF 69.4bCHF 13.8b14.8x7.8x1.5x
Sun, 26 Mar 2023CHF 104.8bCHF 56.9bCHF 2.3b14.5x46.2x1.8x
Tue, 21 Feb 2023CHF 125.2bCHF 58.0bCHF 2.6b14.8x48.3x2.2x
Thu, 19 Jan 2023CHF 125.1bCHF 59.5bCHF 1.7b14.6x75.7x2.1x
Sat, 17 Dec 2022CHF 109.9bCHF 60.2bCHF 1.8b12.7x61.4x1.8x
Mon, 14 Nov 2022CHF 119.2bCHF 60.6bCHF 1.8b12.8x65.8x2x
Wed, 12 Oct 2022CHF 99.8bCHF 65.2bCHF 7.3b9.7x13.7x1.5x
Fri, 09 Sep 2022CHF 111.9bCHF 64.4bCHF 7.2b10.1x15.6x1.7x
Sun, 07 Aug 2022CHF 114.2bCHF 64.4bCHF 7.5b10.6x15.1x1.8x
Tue, 05 Jul 2022CHF 108.7bCHF 66.1bCHF 9.5b10x11.5x1.6x
Thu, 02 Jun 2022CHF 128.3bCHF 66.2bCHF 9.5b10.4x13.5x1.9x
Sat, 30 Apr 2022CHF 125.5bCHF 66.7bCHF 9.6b11.1x13.1x1.9x
Mon, 28 Mar 2022CHF 136.5bCHF 63.3bCHF 9.0b11.3x15.2x2.2x
Wed, 23 Feb 2022CHF 141.1bCHF 61.9bCHF 8.5b11.5x16.5x2.3x
Price to Earnings Ratio

16.5x


Total Market Cap: CHF 141.1bTotal Earnings: CHF 8.5bTotal Revenue: CHF 61.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Capital Markets Industry Price to Earnings3Y Average 19.7x202320242025
Current Industry PE
  • Investors are optimistic on the Swiss Capital Markets industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 22.0x which is higher than its 3-year average PE of 19.7x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Capital Markets industry have declined 3.5% per year over the last three years,
  • Revenues have also declined 4.1% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

CH Market1.89%
Financials0.23%
Capital Markets0.63%
Asset Management2.63%
Investment Banking and Brokerage1.91%
Financial Exchanges and Data0%0
Diversified Capital Markets-0.79%
Industry PE
  • Investors are most optimistic about the Asset Management industry which is trading above its 3-year average PE ratio of 20.6x.
    • Analysts are expecting annual earnings growth of 11.8%, which is lower than the prior year's growth of 23.9% per year.
  • Investors are most pessimistic about the Diversified Capital Markets industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Capital Markets industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 82% per year.
  • In contrast, the Investment Banking and Brokerage industry is expected to see its earnings grow by 11% 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
PGHN Partners Group HoldingCHF 1.42k2.6%
+CHF 952.9m		15.7%PE38.7x
BAER Julius Bär GruppeCHF 59.323.7%
+CHF 434.3m		20.0%PE11.9x
SQN Swissquote Group HoldingCHF 421.002.8%
+CHF 169.4m		83.4%PE24.5x
EFGN EFG InternationalCHF 14.383.0%
+CHF 127.2m		22.1%PE14.5x
VONN Vontobel HoldingCHF 66.702.5%
+CHF 89.1m		24.7%PE14x
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LEON

CHF 20.25

Leonteq

7D

23.8%

1Y

-29.8%

VPBN

CHF 80.00

VP Bank

7D

-1.2%

1Y

-16.5%

UBSG

CHF 30.18

UBS Group

7D

-0.8%

1Y

23.3%

VONN

CHF 66.70

Vontobel Holding

7D

2.5%

1Y

24.7%

Vontobel Holding AG (VTX:VONN) Released Earnings Last Week And Analysts Lifted Their Price Target To CHF62.33

Feb 12
Vontobel Holding AG (VTX:VONN) Released Earnings Last Week And Analysts Lifted Their Price Target To CHF62.33

BAER

CHF 59.32

Julius Bär Gruppe

7D

3.7%

1Y

20.0%

PGHN

CHF 1,422.50

Partners Group Holding

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2.6%

1Y

15.7%

BBN

CHF 14.35

Bellevue Group

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1.4%

1Y

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EEII

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EEII

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CFT

CHF 197.00

Compagnie Financière Tradition

7D

-1.5%

1Y

60.8%

VZN

CHF 159.40

VZ Holding

7D

1.0%

1Y

44.6%

SQN

CHF 421.00

Swissquote Group Holding

7D

2.8%

1Y

83.4%

Do Swissquote Group Holding's (VTX:SQN) Earnings Warrant Your Attention?

Dec 23
Do Swissquote Group Holding's (VTX:SQN) Earnings Warrant Your Attention?

EFGN

CHF 14.38

EFG International

7D

3.0%

1Y

22.1%