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Swiss (SMI) Capital Markets Industry Analysis

UpdatedAug 13, 2025
DataAggregated Company Financials
Companies17
  • 7D4.6%
  • 3M8.9%
  • 1Y22.7%
  • YTD8.2%

The Capital Markets industry is up 4.8% in the last week, with UBS Group up 5.6%. This takes the industry's 12 month performance to a gain of 24%. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 13 Aug 2025CHF 168.5bCHF 49.5bCHF 8.3b19.9x20.4x3.4x
Fri, 11 Jul 2025CHF 153.0bCHF 49.8bCHF 7.3b15.2x20.9x3.1x
Sun, 08 Jun 2025CHF 149.6bCHF 51.0bCHF 7.4b14.9x20.1x2.9x
Tue, 06 May 2025CHF 141.6bCHF 51.0bCHF 7.4b14.8x19x2.8x
Thu, 03 Apr 2025CHF 152.5bCHF 54.1bCHF 7.8b13.4x19.6x2.8x
Sat, 01 Mar 2025CHF 165.0bCHF 54.7bCHF 7.7b19.8x21.5x3x
Mon, 27 Jan 2025CHF 173.4bCHF 53.3bCHF 6.5b21.4x26.7x3.3x
Wed, 25 Dec 2024CHF 150.6bCHF 53.0bCHF 6.5b19.8x23.2x2.8x
Fri, 22 Nov 2024CHF 153.0bCHF 52.4bCHF 6.4b19.5x23.8x2.9x
Sun, 20 Oct 2024CHF 155.8bCHF 50.7bCHF 4.5b17.7x34.8x3.1x
Tue, 17 Sep 2024CHF 139.9bCHF 50.0bCHF 4.4b16.2x31.6x2.8x
Thu, 15 Aug 2024CHF 144.1bCHF 48.5bCHF 27.2b15x5.3x3x
Sat, 13 Jul 2024CHF 151.9bCHF 49.7bCHF 28.0b16x5.4x3.1x
Mon, 10 Jun 2024CHF 150.7bCHF 49.8bCHF 28.1b15x5.4x3x
Wed, 08 May 2024CHF 146.8bCHF 50.4bCHF 28.4b16.9x5.2x2.9x
Fri, 05 Apr 2024CHF 153.2bCHF 46.5bCHF 27.5b16.9x5.6x3.3x
Sun, 03 Mar 2024CHF 142.3bCHF 46.0bCHF 28.1b16.4x5.1x3.1x
Tue, 30 Jan 2024CHF 142.2bCHF 71.5bCHF 35.0b14.6x4.1x2x
Thu, 28 Dec 2023CHF 145.8bCHF 70.8bCHF 34.4b14.3x4.2x2.1x
Sat, 25 Nov 2023CHF 133.0bCHF 72.3bCHF 35.6b13.3x3.7x1.8x
Mon, 23 Oct 2023CHF 121.6bCHF 69.7bCHF 38.1b12.8x3.2x1.7x
Wed, 20 Sep 2023CHF 133.3bCHF 69.9bCHF 38.2b13.9x3.5x1.9x
Fri, 18 Aug 2023CHF 116.4bCHF 69.1bCHF 14.0b13.7x8.3x1.7x
Sun, 16 Jul 2023CHF 108.4bCHF 68.2bCHF 13.5b13.7x8x1.6x
Tue, 13 Jun 2023CHF 106.9bCHF 69.9bCHF 13.9b14.1x7.7x1.5x
Thu, 11 May 2023CHF 103.9bCHF 69.2bCHF 13.8b14.4x7.6x1.5x
Sat, 08 Apr 2023CHF 110.5bCHF 56.5bCHF 2.2b15.1x51.1x2x
Mon, 06 Mar 2023CHF 126.0bCHF 58.5bCHF 2.7b15.1x46.8x2.2x
Wed, 01 Feb 2023CHF 123.2bCHF 59.7bCHF 1.7b14.3x73x2.1x
Fri, 30 Dec 2022CHF 113.4bCHF 59.8bCHF 1.7b12.7x66x1.9x
Sun, 27 Nov 2022CHF 115.5bCHF 60.7bCHF 1.9b12.8x61.1x1.9x
Tue, 25 Oct 2022CHF 103.5bCHF 65.5bCHF 7.3b9.7x14.1x1.6x
Thu, 22 Sep 2022CHF 109.6bCHF 64.1bCHF 7.1b10.3x15.6x1.7x
Sat, 20 Aug 2022CHF 113.4bCHF 64.1bCHF 7.2b11.3x15.8x1.8x
Price to Earnings Ratio

15.8x


Total Market Cap: CHF 113.4bTotal Earnings: CHF 7.2bTotal Revenue: CHF 64.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Capital Markets Industry Price to Earnings3Y Average 20.7x202320242025
Current Industry PE
  • Investors are relatively neutral on the Swiss Capital Markets industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 20.7x.
  • The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 3.4x.
Past Earnings Growth
  • The earnings for companies in the Capital Markets industry have grown 5.0% per year over the last three years.
  • Meanwhile revenues for these companies have declined 8.1% 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 Market0.37%
Financials2.68%
Capital Markets4.64%
Diversified Capital Markets5.60%
Asset Management3.31%
Investment Banking and Brokerage2.81%
Industry PE
  • Investors are most optimistic about the Investment Banking and Brokerage industry which is trading above its 3-year average PE ratio of 15.8x.
    • Analysts are expecting annual earnings growth of 8.7%, which is lower than the prior year's growth of 28.8% 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 24% over the next 5 years.
  • However this is lower than its past earnings growth rate of 231% per year.
  • In contrast, the Investment Banking and Brokerage industry is expected to see its earnings grow by 8.7% 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 31.865.6%
+CHF 5.4b		26.8%PE19.9x
PGHN Partners Group HoldingCHF 1.13k3.6%
+CHF 1.0b		-1.0%PE26x
BAER Julius Bär GruppeCHF 57.865.2%
+CHF 581.8m		20.2%PE13.7x
SQN Swissquote Group HoldingCHF 554.502.4%
+CHF 194.2m		90.9%PE28.2x
EFGN EFG InternationalCHF 16.443.1%
+CHF 150.7m		38.2%PE13.7x

Latest News

VZN
CHF 169.60
VZ Holding
7D
-0.2%
1Y
40.9%
SQN
CHF 554.50
Swissquote Group Holding
7D
2.4%
1Y
90.9%
UBSG
CHF 31.86
UBS Group
7D
5.6%
1Y
26.8%
VONN
CHF 60.50
Vontobel Holding
7D
2.5%
1Y
6.9%
PGHN
CHF 1,133.50
Partners Group Holding
7D
3.6%
1Y
-1.0%
LEON
CHF 18.48
Leonteq
7D
3.4%
1Y
-30.3%
EFGN
CHF 16.44
EFG International
7D
3.1%
1Y
38.2%
BAER
CHF 57.86
Julius Bär Gruppe
7D
5.2%
1Y
20.2%
CFT
CHF 246.00
Compagnie Financière Tradition
7D
4.7%
1Y
67.9%

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