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Swiss (SMI) Capital Markets Industry Analysis

UpdatedDec 03, 2022
DataAggregated Company Financials
Companies27
  • 7D-2.0%
  • 3M-0.4%
  • 1Y-21.7%
  • YTD-24.5%

Over the last 7 days, the Capital Markets industry has dropped 2.0%, driven by a pullback from Credit Suisse Group of 11%. The industry has fallen 22% in the last year. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 03 Dec 2022CHF113.2bCHF60.4bCHF1.8b12.6x61.5x1.9x
Mon, 31 Oct 2022CHF107.5bCHF62.6bCHF2.3b10.4x47x1.7x
Wed, 28 Sep 2022CHF100.4bCHF65.0bCHF7.2b9.9x13.9x1.5x
Fri, 26 Aug 2022CHF114.1bCHF64.3bCHF7.2b11x15.8x1.8x
Sun, 24 Jul 2022CHF114.9bCHF66.1bCHF9.5b9.4x12.1x1.7x
Tue, 21 Jun 2022CHF111.2bCHF66.3bCHF9.5b10x11.7x1.7x
Thu, 19 May 2022CHF125.7bCHF67.0bCHF9.7b10x13x1.9x
Sat, 16 Apr 2022CHF130.3bCHF63.6bCHF9.0b11x14.4x2x
Mon, 14 Mar 2022CHF125.6bCHF62.6bCHF8.6b10.3x14.6x2x
Wed, 09 Feb 2022CHF148.2bCHF62.3bCHF10.2b13x14.6x2.4x
Fri, 07 Jan 2022CHF148.6bCHF61.4bCHF10.1b14.1x14.7x2.4x
Sun, 05 Dec 2021CHF144.2bCHF61.5bCHF10.1b13.6x14.2x2.3x
Tue, 02 Nov 2021CHF156.6bCHF60.7bCHF10.2b14.5x15.3x2.6x
Thu, 30 Sep 2021CHF142.8bCHF61.3bCHF10.2b14.6x14x2.3x
Sat, 28 Aug 2021CHF149.3bCHF61.0bCHF10.1b15.8x14.8x2.4x
Sun, 04 Jul 2021CHF137.4bCHF61.0bCHF10.1b13.6x13.6x2.3x
Wed, 07 Apr 2021CHF135.1bCHF60.4bCHF9.9b14.7x13.7x2.2x
Sat, 09 Jan 2021CHF123.5bCHF59.3bCHF10.3b16x12x2.1x
Fri, 02 Oct 2020CHF101.0bCHF60.1bCHF10.8b14x9.3x1.7x
Mon, 06 Jul 2020CHF106.0bCHF59.5bCHF10.3b15.7x10.3x1.8x
Thu, 09 Apr 2020CHF87.3bCHF59.7bCHF10.5b14.7x8.3x1.5x
Wed, 01 Jan 2020CHF123.2bCHF59.2bCHF9.6b15.5x12.8x2.1x
Price to Earnings Ratio

14.7x


Total Market Cap: CHF120.5bTotal Earnings: CHF8.2bTotal Revenue: CHF59.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Capital Markets Industry Price to Earnings3Y Average 14.2x202020212022
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 61.5x which is higher than its 3-year average PE of 14.2x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Capital Markets industry have declined 39% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

CH Market0.019%
Financials-0.71%
Capital Markets-2.04%
Investment Banking and Brokerage3.96%
Financial Exchanges and Data0%
Asset Management-1.64%
Diversified Capital Markets-2.59%
Industry PE
  • Investors are most optimistic about the Asset Management industry even though it's trading below its 3-year average PE ratio of 22.3x.
    • Analysts are expecting annual earnings growth of 11.4%, which is lower than the prior year's growth of 13.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Investment Banking and Brokerage industry, expecting annual earnings growth of 17% over the next 5 years.
  • However this is lower than its past earnings growth rate of 40% per year.
  • In contrast, the Diversified Capital Markets industry is expected to see its earnings grow by 8.9% 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
BAER Julius Bär GruppeCHF55.221.3%
+CHF145.3m
-4.4%PE12x
SQN Swissquote Group HoldingCHF143.106.2%
+CHF125.9m
-18.7%PE13.9x
LEON LeonteqCHF44.601.6%
+CHF12.8m
-32.4%PE4.1x
VONN Vontobel HoldingCHF59.100.3%
+CHF11.2m
-21.7%PE9.6x
EFGN EFG InternationalCHF8.320.4%
+CHF9.3m
27.0%PE14.3x
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Latest News

VPBN

CHF86.40

VP Bank

7D

-2.0%

1Y

-11.2%

EFGN

CHF8.32

EFG International

7D

0.4%

1Y

27.0%

PGHN

CHF910.80

Partners Group Holding

7D

-3.5%

1Y

-37.7%

SQN

CHF143.10

Swissquote Group Holding

7D

6.2%

1Y

-18.7%

CSGN

CHF2.95

Credit Suisse Group

7D

-11.1%

1Y

-66.6%

LEON

CHF44.60

Leonteq

7D

1.6%

1Y

-32.4%

VZN

CHF73.60

VZ Holding

7D

-3.2%

1Y

-15.0%

NBEN

CHF8.70

nebag ag

7D

1.2%

1Y

-6.5%

AIRE

CHF0.54

Airesis

7D

-8.5%

1Y

-26.0%

VONN

CHF59.10

Vontobel Holding

7D

0.3%

1Y

-21.7%

UBSG

CHF17.30

UBS Group

7D

-1.0%

1Y

7.2%

CFT

CHF104.00

Compagnie Financière Tradition

7D

-1.4%

1Y

0.02%

GAM

CHF0.78

GAM Holding

7D

-6.6%

1Y

-41.1%

EEII

CHF1.49

EEII

7D

19.2%

1Y

-66.1%