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Swiss (SMI) Capital Markets Industry Analysis

UpdatedJan 20, 2025
DataAggregated Company Financials
Companies20
  • 7D5.1%
  • 3M9.7%
  • 1Y23.8%
  • YTD7.4%

Over the last 7 days, the Capital Markets industry has risen 5.1%, driven by gains from UBS Group of 8.4%. This takes the industry's 12 month performance to a gain of 24%. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jan 2025CHF 168.3bCHF 53.7bCHF 6.5b21.2x25.7x3.1x
Thu, 19 Dec 2024CHF 154.5bCHF 52.7bCHF 6.5b20x24x2.9x
Sat, 16 Nov 2024CHF 152.4bCHF 52.4bCHF 6.4b19.1x23.7x2.9x
Mon, 14 Oct 2024CHF 150.8bCHF 50.3bCHF 4.5b17.6x33.9x3x
Wed, 11 Sep 2024CHF 134.6bCHF 50.1bCHF 4.4b15.9x30.4x2.7x
Fri, 09 Aug 2024CHF 136.0bCHF 48.4bCHF 27.1b15.5x5x2.8x
Sun, 07 Jul 2024CHF 148.7bCHF 49.8bCHF 28.0b15.5x5.3x3x
Tue, 04 Jun 2024CHF 151.9bCHF 49.8bCHF 28.0b15.7x5.4x3x
Thu, 02 May 2024CHF 136.0bCHF 47.3bCHF 28.1b15.8x4.8x2.9x
Sat, 30 Mar 2024CHF 150.8bCHF 46.5bCHF 27.5b17.3x5.5x3.2x
Mon, 26 Feb 2024CHF 139.3bCHF 45.9bCHF 28.1b15.2x5x3x
Wed, 24 Jan 2024CHF 139.1bCHF 71.8bCHF 35.3b13.8x3.9x1.9x
Fri, 22 Dec 2023CHF 145.8bCHF 71.4bCHF 34.9b14.2x4.2x2x
Sun, 19 Nov 2023CHF 133.7bCHF 72.4bCHF 35.7b13.5x3.7x1.8x
Tue, 17 Oct 2023CHF 129.3bCHF 70.0bCHF 38.4b13x3.4x1.8x
Thu, 14 Sep 2023CHF 132.1bCHF 69.8bCHF 38.1b13.7x3.5x1.9x
Sat, 12 Aug 2023CHF 116.2bCHF 69.0bCHF 13.9b13.8x8.3x1.7x
Mon, 10 Jul 2023CHF 102.6bCHF 69.1bCHF 13.7b12.9x7.5x1.5x
Wed, 07 Jun 2023CHF 106.0bCHF 69.8bCHF 13.9b14.6x7.6x1.5x
Fri, 05 May 2023CHF 102.2bCHF 69.1bCHF 13.7b14.1x7.4x1.5x
Sun, 02 Apr 2023CHF 112.8bCHF 56.8bCHF 2.2b14.9x50.3x2x
Tue, 28 Feb 2023CHF 125.4bCHF 58.5bCHF 2.7b14.3x45.9x2.1x
Thu, 26 Jan 2023CHF 123.7bCHF 59.7bCHF 1.7b14.3x72.9x2.1x
Sat, 24 Dec 2022CHF 112.8bCHF 60.2bCHF 1.8b12.7x62.8x1.9x
Mon, 21 Nov 2022CHF 116.1bCHF 60.8bCHF 1.8b12.4x62.7x1.9x
Wed, 19 Oct 2022CHF 104.6bCHF 65.3bCHF 7.3b9.8x14.3x1.6x
Fri, 16 Sep 2022CHF 113.9bCHF 63.9bCHF 7.0b10x16.2x1.8x
Sun, 14 Aug 2022CHF 118.8bCHF 63.6bCHF 7.4b11x16.1x1.9x
Tue, 12 Jul 2022CHF 111.4bCHF 66.7bCHF 9.6b10x11.6x1.7x
Thu, 09 Jun 2022CHF 129.5bCHF 66.5bCHF 9.5b10.4x13.6x1.9x
Sat, 07 May 2022CHF 124.4bCHF 66.9bCHF 9.6b10.7x12.9x1.9x
Mon, 04 Apr 2022CHF 138.7bCHF 63.1bCHF 8.9b11x15.5x2.2x
Wed, 02 Mar 2022CHF 130.2bCHF 62.0bCHF 8.6b10.2x15.2x2.1x
Fri, 28 Jan 2022CHF 140.7bCHF 61.9bCHF 10.2b14x13.8x2.3x
Price to Earnings Ratio

13.8x


Total Market Cap: CHF 140.7bTotal Earnings: CHF 10.2bTotal Revenue: CHF 61.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Capital Markets Industry Price to Earnings3Y Average 19.4x202320242025
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 25.7x which is higher than its 3-year average PE of 19.4x.
  • 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 14% per year over the last three years,
  • Revenues have also declined 4.6% 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 Market2.40%
Financials3.68%
Capital Markets5.10%
Diversified Capital Markets6.25%
Asset Management3.51%
Investment Banking and Brokerage3.38%
Financial Exchanges and Data0%0
Industry PE
  • Investors are most optimistic about the Asset Management industry which is trading above its 3-year average PE ratio of 20.4x.
    • Analysts are expecting annual earnings growth of 14.9%, which is higher than its past year's earnings decline of 12.1% per year.
  • Investors are most pessimistic about the Investment Banking and Brokerage industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 14.2x.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Capital Markets industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 85% 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
UBSG UBS GroupCHF 31.758.4%
+CHF 7.8b		25.2%PE24.6x
PGHN Partners Group HoldingCHF 1.34k4.2%
+CHF 1.4b		18.0%PE36.3x
BAER Julius Bär GruppeCHF 60.964.6%
+CHF 553.0m		31.0%PE33.4x
EFGN EFG InternationalCHF 13.666.2%
+CHF 242.3m		30.3%PE13.8x
SQN Swissquote Group HoldingCHF 370.404.4%
+CHF 231.8m		68.1%PE21.5x
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Latest News

PGHN

CHF 1,335.00

Partners Group Holding

7D

4.2%

1Y

18.0%

CFT

CHF 191.00

Compagnie Financière Tradition

7D

4.7%

1Y

58.5%

BBN

CHF 14.50

Bellevue Group

7D

-1.7%

1Y

-34.4%

BAER

CHF 60.96

Julius Bär Gruppe

7D

4.6%

1Y

31.0%

VONN

CHF 64.30

Vontobel Holding

7D

1.3%

1Y

13.4%

VZN

CHF 152.60

VZ Holding

7D

2.1%

1Y

54.6%

SQN

CHF 370.40

Swissquote Group Holding

7D

4.4%

1Y

68.1%

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

UBSG

CHF 31.75

UBS Group

7D

8.4%

1Y

25.2%

EFGN

CHF 13.66

EFG International

7D

6.2%

1Y

30.3%

APN

CHF 120.00

AP Alternative Portfolio

7D

-7.7%

1Y

-17.2%