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Swiss (SMI) Capital Markets Industry Analysis

UpdatedJul 26, 2024
DataAggregated Company Financials
Companies22
  • 7D-2.8%
  • 3M4.0%
  • 1Y24.2%
  • YTD6.3%

Over the last 7 days, the Capital Markets industry has dropped 2.8%, driven by UBS Group declining 1.9%. This takes the industry's 12 month performance to a gain of 24%. Looking forward, earnings are forecast to decline by 13% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jul 2024CHF 144.1bCHF 49.2bCHF 27.6b15.9x5.2x2.9x
Sun, 23 Jun 2024CHF 145.8bCHF 49.7bCHF 28.0b15.2x5.2x2.9x
Tue, 21 May 2024CHF 150.2bCHF 50.4bCHF 28.4b16.5x5.3x3x
Thu, 18 Apr 2024CHF 141.3bCHF 46.9bCHF 27.8b16.7x5.1x3x
Sat, 16 Mar 2024CHF 151.7bCHF 46.1bCHF 28.2b16.7x5.4x3.3x
Mon, 12 Feb 2024CHF 135.4bCHF 45.6bCHF 27.8b15.4x4.9x3x
Wed, 10 Jan 2024CHF 141.1bCHF 71.1bCHF 34.7b14.3x4.1x2x
Fri, 08 Dec 2023CHF 137.5bCHF 72.0bCHF 35.4b13.8x3.9x1.9x
Sun, 05 Nov 2023CHF 126.5bCHF 69.9bCHF 38.3b13.9x3.3x1.8x
Tue, 03 Oct 2023CHF 130.4bCHF 70.6bCHF 38.9b13.6x3.4x1.8x
Thu, 31 Aug 2023CHF 120.9bCHF 69.1bCHF 14.0b13.5x8.7x1.8x
Sat, 29 Jul 2023CHF 114.7bCHF 68.7bCHF 13.6b13.9x8.4x1.7x
Mon, 26 Jun 2023CHF 103.1bCHF 69.4bCHF 13.7b13.2x7.5x1.5x
Wed, 24 May 2023CHF 106.7bCHF 69.6bCHF 13.8b15x7.7x1.5x
Fri, 21 Apr 2023CHF 110.2bCHF 56.1bCHF 2.1b15.5x53.6x2x
Sun, 19 Mar 2023CHF 105.1bCHF 57.7bCHF 2.6b14.4x40.1x1.8x
Tue, 14 Feb 2023CHF 124.5bCHF 57.9bCHF 2.6b14.6x48.2x2.1x
Thu, 12 Jan 2023CHF 121.9bCHF 60.1bCHF 1.8b14.3x68.9x2x
Sat, 10 Dec 2022CHF 114.7bCHF 60.2bCHF 1.8b13x64.1x1.9x
Mon, 07 Nov 2022CHF 109.6bCHF 62.5bCHF 2.3b10.7x47.7x1.8x
Wed, 05 Oct 2022CHF 106.3bCHF 64.6bCHF 7.1b10x14.9x1.6x
Fri, 02 Sep 2022CHF 108.2bCHF 64.8bCHF 7.2b10.1x15x1.7x
Sun, 31 Jul 2022CHF 115.5bCHF 64.0bCHF 7.4b10x15.5x1.8x
Tue, 28 Jun 2022CHF 115.8bCHF 65.9bCHF 9.4b10.3x12.3x1.8x
Thu, 26 May 2022CHF 127.2bCHF 66.1bCHF 9.5b10x13.4x1.9x
Sat, 23 Apr 2022CHF 129.5bCHF 64.2bCHF 9.2b11.1x14.1x2x
Mon, 21 Mar 2022CHF 136.7bCHF 62.6bCHF 8.6b11.1x15.8x2.2x
Wed, 16 Feb 2022CHF 148.6bCHF 62.1bCHF 8.6b12.1x17.2x2.4x
Fri, 14 Jan 2022CHF 151.2bCHF 61.1bCHF 10.1b14.3x15x2.5x
Sun, 12 Dec 2021CHF 147.0bCHF 61.5bCHF 10.2b13.7x14.5x2.4x
Tue, 09 Nov 2021CHF 155.9bCHF 61.3bCHF 10.1b14.7x15.4x2.5x
Thu, 07 Oct 2021CHF 139.9bCHF 61.1bCHF 10.2b14.5x13.8x2.3x
Sat, 04 Sep 2021CHF 149.0bCHF 61.0bCHF 10.1b16.2x14.8x2.4x
Mon, 02 Aug 2021CHF 144.6bCHF 61.0bCHF 10.1b14.7x14.3x2.4x
Price to Earnings Ratio

14.3x


Total Market Cap: CHF 144.6bTotal Earnings: CHF 10.1bTotal Revenue: CHF 61.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Capital Markets Industry Price to Earnings3Y Average 17.6x202220232024
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 5.2x which is lower than its 3-year average PE of 17.6x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.9x.
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 6.9% 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 Market-1.02%
Financials-1.76%
Capital Markets-2.78%
Investment Banking and Brokerage1.17%
Financial Exchanges and Data0%
Asset Management-2.91%
Diversified Capital Markets-2.96%
Industry PE
  • Investors are most optimistic about the Asset Management industry which is trading above its 3-year average PE ratio of 19.9x.
    • Analysts are expecting annual earnings growth of 14.2%, which is higher than its past year's earnings decline of 0.1% 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 15% over the next 5 years.
  • This is better than its past earnings growth rate of 6.0% per year.
  • In contrast, the Diversified Capital Markets industry is expected to see its earnings decline by 32% 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
SQN Swissquote Group HoldingCHF 276.001.8%
+CHF 71.3m		42.0%PE18.8x
LEON LeonteqCHF 24.409.9%
+CHF 37.7m		-41.3%PE20.3x
VZN VZ HoldingCHF 116.600.7%
+CHF 31.5m		41.5%PE24.6x
VT5 VT5 AcquisitionCHF 11.4012.9%
+CHF 28.3m		21.3%n/a
CFT Compagnie Financière TraditionCHF 143.500.7%
+CHF 7.8m		22.6%PE11.8x
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Latest News

EFGN

CHF 12.76

EFG International

7D

-4.5%

1Y

16.8%

BAER

CHF 47.26

Julius Bär Gruppe

7D

-7.5%

1Y

-25.0%

LEON

CHF 24.40

Leonteq

7D

9.9%

1Y

-41.3%

UBSG

CHF 26.55

UBS Group

7D

-2.0%

1Y

37.9%

SQN

CHF 276.00

Swissquote Group Holding

7D

1.8%

1Y

42.0%

AIRE

CHF 0.45

Airesis

7D

13.1%

1Y

-40.0%

VPBN

CHF 71.20

VP Bank

7D

1.4%

1Y

-20.2%

VONN

CHF 58.00

Vontobel Holding

7D

-0.5%

1Y

-2.5%

PGHN

CHF 1,175.50

Partners Group Holding

7D

-1.8%

1Y

19.5%

CFT

CHF 143.50

Compagnie Financière Tradition

7D

0.7%

1Y

22.6%

GAM

CHF 0.22

GAM Holding

7D

-10.0%

1Y

-58.1%

VZN

CHF 116.60

VZ Holding

7D

0.7%

1Y

41.5%

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NBEN

CHF 6.95

nebag ag

7D

-0.7%

1Y

-12.6%

BBN

CHF 18.35

Bellevue Group

7D

1.9%

1Y

-31.0%

ONE

CHF 3.42

One Swiss Bank

7D

-7.6%

1Y

79.1%

VT5

CHF 11.40

VT5 Acquisition

7D

12.9%

1Y

21.3%