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Swiss (SMI) Capital Markets Industry Analysis

UpdatedFeb 25, 2024
DataAggregated Company Financials
Companies24
  • 7D0.9%
  • 3M8.5%
  • 1Y20.6%
  • YTD2.7%

The Capital Markets industry has been flat over the last week, but Julius Bär Gruppe has lost 4.3%. The past year has been better, since the industry has gained 21% in that time. In the next few years, earnings are forecast to decline by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 25 Feb 2024CHF139.3bCHF45.9bCHF28.1b15.2x5x3x
Tue, 23 Jan 2024CHF140.6bCHF71.8bCHF35.2b14x4x2x
Thu, 21 Dec 2023CHF145.9bCHF71.5bCHF35.0b14.2x4.2x2x
Sat, 18 Nov 2023CHF133.7bCHF72.5bCHF35.8b13.5x3.7x1.8x
Mon, 16 Oct 2023CHF127.7bCHF70.0bCHF38.4b12.9x3.3x1.8x
Wed, 13 Sep 2023CHF131.1bCHF69.7bCHF38.0b13.7x3.4x1.9x
Fri, 11 Aug 2023CHF114.4bCHF68.9bCHF13.9b14.4x8.2x1.7x
Sun, 09 Jul 2023CHF102.6bCHF69.1bCHF13.7b12.9x7.5x1.5x
Tue, 06 Jun 2023CHF105.3bCHF69.7bCHF13.9b14.5x7.6x1.5x
Thu, 04 May 2023CHF104.4bCHF69.1bCHF13.7b14.3x7.6x1.5x
Sat, 01 Apr 2023CHF112.8bCHF56.8bCHF2.2b14.9x50.3x2x
Mon, 27 Feb 2023CHF123.9bCHF58.7bCHF2.8b14x44.9x2.1x
Wed, 25 Jan 2023CHF125.1bCHF59.8bCHF1.7b14.6x72.7x2.1x
Fri, 23 Dec 2022CHF111.5bCHF60.1bCHF1.8b12.6x62.7x1.9x
Sun, 20 Nov 2022CHF116.1bCHF60.8bCHF1.8b12.4x62.7x1.9x
Tue, 18 Oct 2022CHF101.2bCHF65.5bCHF7.3b9.6x13.8x1.5x
Thu, 15 Sep 2022CHF113.8bCHF64.0bCHF7.1b9.9x16.1x1.8x
Sat, 13 Aug 2022CHF118.8bCHF63.6bCHF7.4b11x16.1x1.9x
Mon, 11 Jul 2022CHF112.8bCHF66.6bCHF9.6b10.1x11.8x1.7x
Wed, 08 Jun 2022CHF129.5bCHF66.5bCHF9.5b10.4x13.6x1.9x
Fri, 06 May 2022CHF124.7bCHF67.2bCHF9.7b10.8x12.9x1.9x
Sun, 03 Apr 2022CHF138.7bCHF63.1bCHF8.9b11x15.5x2.2x
Tue, 01 Mar 2022CHF136.4bCHF61.9bCHF8.6b10.4x15.9x2.2x
Thu, 27 Jan 2022CHF141.5bCHF61.5bCHF10.1b13.9x13.9x2.3x
Sat, 25 Dec 2021CHF146.4bCHF61.4bCHF10.1b13.7x14.4x2.4x
Mon, 22 Nov 2021CHF152.6bCHF61.7bCHF10.2b14.1x15x2.5x
Wed, 20 Oct 2021CHF150.1bCHF60.9bCHF10.1b14.3x14.8x2.5x
Fri, 17 Sep 2021CHF148.9bCHF61.0bCHF10.1b15x14.7x2.4x
Sun, 15 Aug 2021CHF149.6bCHF61.0bCHF10.1b15.6x14.8x2.5x
Thu, 10 Jun 2021CHF139.6bCHF60.4bCHF9.9b17.3x14.1x2.3x
Wed, 03 Mar 2021CHF136.1bCHF59.3bCHF10.3b17x13.2x2.3x
Price to Earnings Ratio

13.2x


Total Market Cap: CHF136.1bTotal Earnings: CHF10.3bTotal Revenue: CHF59.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Capital Markets Industry Price to Earnings3Y Average 18.8x202220232024
Current Industry PE
  • Investors are pessimistic on the Swiss Capital Markets industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 5.0x which is lower than its 3-year average PE of 18.8x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Capital Markets industry have grown 40% per year over the last three years.
  • Meanwhile revenues for these companies have declined 8.2% 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 industry?

CH Market1.27%
Financials2.23%
Capital Markets0.86%
Investment Banking and Brokerage1.49%
Diversified Capital Markets0.98%
Asset Management0.63%
Financial Exchanges and Data0%
Industry PE
  • Investors are most optimistic about the Asset Management industry which is trading above its 3-year average PE ratio of 20.1x.
    • Analysts are expecting annual earnings growth of 11.6%, which is higher than its past year's earnings decline of 6.6% 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 Investment Banking and Brokerage industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings growth rate of 10% per year.
  • In contrast, the Diversified Capital Markets industry is expected to see its earnings decline by 36% 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 GroupCHF24.721.0%
+CHF770.1m
23.2%PE3.1x
PGHN Partners Group HoldingCHF1.25k1.8%
+CHF583.5m
38.7%PE29.7x
EFGN EFG InternationalCHF12.183.4%
+CHF122.0m
37.0%PE12.3x
SQN Swissquote Group HoldingCHF234.602.2%
+CHF74.7m
35.6%PE18.8x
VZN VZ HoldingCHF111.000.7%
+CHF31.4m
55.5%PE27.1x
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Latest News

VONN

CHF53.80

Vontobel Holding

7D

0.6%

1Y

-4.9%

UBSG

CHF24.72

UBS Group

7D

1.0%

1Y

23.2%

GAM

CHF0.35

GAM Holding

7D

-0.1%

1Y

-44.8%

LEON

CHF28.55

Leonteq

7D

-1.0%

1Y

-47.0%

BAER

CHF47.31

Julius Bär Gruppe

7D

-4.3%

1Y

-23.8%

PGHN

CHF1,252.50

Partners Group Holding

7D

1.8%

1Y

38.7%

SQN

CHF234.60

Swissquote Group Holding

7D

2.2%

1Y

35.6%

CFT

CHF123.00

Compagnie Financière Tradition

7D

0.4%

1Y

15.0%

VPBN

CHF95.20

VP Bank

7D

-0.6%

1Y

-3.3%

VT5

CHF11.40

VT5 Acquisition

7D

12.9%

1Y

21.3%