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Swiss (SMI) Capital Markets Industry Analysis

UpdatedApr 25, 2025
DataAggregated Company Financials
Companies20
  • 7D4.5%
  • 3M-19.9%
  • 1Y1.6%
  • YTD-11.3%

In the last week, the Capital Markets industry is up 3.8%, with UBS Group up 6.4%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 25 Apr 2025CHF 135.5bCHF 51.5bCHF 7.5b14.2x18x2.6x
Sun, 23 Mar 2025CHF 161.5bCHF 54.2bCHF 7.8b15.3x20.6x3x
Tue, 18 Feb 2025CHF 169.5bCHF 54.6bCHF 7.7b16.5x22x3.1x
Thu, 16 Jan 2025CHF 163.5bCHF 53.6bCHF 6.5b20.8x25x3.1x
Sat, 14 Dec 2024CHF 156.4bCHF 52.7bCHF 6.4b19.8x24.3x3x
Mon, 11 Nov 2024CHF 153.3bCHF 51.8bCHF 6.4b19.2x24.1x3x
Wed, 09 Oct 2024CHF 148.2bCHF 50.3bCHF 4.5b17.6x33.3x2.9x
Fri, 06 Sep 2024CHF 136.7bCHF 50.0bCHF 4.4b16.1x30.9x2.7x
Sun, 04 Aug 2024CHF 133.8bCHF 48.2bCHF 26.9b16x5x2.8x
Tue, 02 Jul 2024CHF 145.6bCHF 50.1bCHF 28.2b15.2x5.2x2.9x
Thu, 30 May 2024CHF 149.6bCHF 50.6bCHF 28.5b15.8x5.2x3x
Sat, 27 Apr 2024CHF 138.6bCHF 47.0bCHF 27.9b16.5x5x2.9x
Mon, 25 Mar 2024CHF 151.9bCHF 46.6bCHF 28.5b17.4x5.3x3.3x
Wed, 21 Feb 2024CHF 137.6bCHF 45.9bCHF 28.0b16.1x4.9x3x
Fri, 19 Jan 2024CHF 140.4bCHF 71.8bCHF 35.2b14.1x4x2x
Sun, 17 Dec 2023CHF 143.2bCHF 71.8bCHF 35.3b14x4.1x2x
Tue, 14 Nov 2023CHF 126.5bCHF 73.0bCHF 36.2b12.8x3.5x1.7x
Thu, 12 Oct 2023CHF 130.6bCHF 70.1bCHF 38.4b13.3x3.4x1.9x
Sat, 09 Sep 2023CHF 130.1bCHF 69.7bCHF 38.1b13.5x3.4x1.9x
Mon, 07 Aug 2023CHF 113.7bCHF 68.9bCHF 13.9b14.5x8.2x1.7x
Wed, 05 Jul 2023CHF 105.2bCHF 69.4bCHF 13.7b13.2x7.7x1.5x
Fri, 02 Jun 2023CHF 103.4bCHF 69.8bCHF 13.9b14.5x7.5x1.5x
Sun, 30 Apr 2023CHF 108.8bCHF 69.4bCHF 13.8b14.8x7.9x1.6x
Tue, 28 Mar 2023CHF 105.2bCHF 56.9bCHF 2.3b14.7x46.7x1.8x
Thu, 23 Feb 2023CHF 123.5bCHF 58.2bCHF 2.6b14.7x46.6x2.1x
Sat, 21 Jan 2023CHF 123.4bCHF 59.8bCHF 1.7b14.8x72x2.1x
Mon, 19 Dec 2022CHF 109.9bCHF 60.2bCHF 1.8b12.7x61.1x1.8x
Wed, 16 Nov 2022CHF 118.6bCHF 60.6bCHF 1.8b13x65.7x2x
Fri, 14 Oct 2022CHF 101.1bCHF 65.4bCHF 7.3b9.5x13.8x1.5x
Sun, 11 Sep 2022CHF 113.7bCHF 64.0bCHF 7.1b10.3x16.1x1.8x
Tue, 09 Aug 2022CHF 116.1bCHF 64.0bCHF 7.5b10.5x15.6x1.8x
Thu, 07 Jul 2022CHF 108.6bCHF 66.4bCHF 9.5b9.8x11.4x1.6x
Sat, 04 Jun 2022CHF 128.3bCHF 66.1bCHF 9.5b10.3x13.5x1.9x
Mon, 02 May 2022CHF 125.5bCHF 66.7bCHF 9.6b11.1x13.1x1.9x
Price to Earnings Ratio

13.1x


Total Market Cap: CHF 125.5bTotal Earnings: CHF 9.6bTotal Revenue: CHF 66.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Capital Markets Industry Price to Earnings3Y Average 20x202320242025
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 20.0x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Capital Markets industry have declined 7.6% per year over the last three years,
  • Revenues have also declined 8.2% 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 Market2.30%
Financials2.60%
Capital Markets4.52%
Diversified Capital Markets6.44%
Investment Banking and Brokerage2.46%
Asset Management2.23%
Industry PE
  • Investors are most optimistic about the Asset Management industry even though it's trading below its 3-year average PE ratio of 20.9x.
    • Analysts are expecting annual earnings growth of 10.1%, which is lower than the prior year's growth of 12.4% 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 29% over the next 5 years.
  • This is better than its past earnings decline of 81% per year.
  • In contrast, the Investment Banking and Brokerage industry is expected to see its earnings grow by 9.1% 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 24.476.4%
+CHF 1.7b		-2.0%PE17.8x
PGHN Partners Group HoldingCHF 1.08k2.5%
+CHF 686.5m		-8.2%PE24.9x
BAER Julius Bär GruppeCHF 51.664.7%
+CHF 471.2m		7.1%PE10.4x
VZN VZ HoldingCHF 161.403.1%
+CHF 189.6m		55.2%PE29.2x
SQN Swissquote Group HoldingCHF 395.603.1%
+CHF 176.3m		64.7%PE20.1x
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Latest News

PGHN

CHF 1,084.50

Partners Group Holding

7D

2.5%

1Y

-8.2%

UBSG

CHF 24.47

UBS Group

7D

6.4%

1Y

-2.0%

VPBN

CHF 84.20

VP Bank

7D

2.7%

1Y

-12.5%

VLRT

CHF 12.20

Valartis Group

7D

-4.7%

1Y

2.5%

BAER

CHF 51.66

Julius Bär Gruppe

7D

4.7%

1Y

7.1%

CFT

CHF 214.00

Compagnie Financière Tradition

7D

0.5%

1Y

49.1%

SQN

CHF 395.60

Swissquote Group Holding

7D

3.1%

1Y

64.7%

Swissquote Group Holding's (VTX:SQN) Shareholders Will Receive A Bigger Dividend Than Last Year

Apr 11
Swissquote Group Holding's (VTX:SQN) Shareholders Will Receive A Bigger Dividend Than Last Year

VZN

CHF 161.40

VZ Holding

7D

3.1%

1Y

55.2%

VZ Holding (VTX:VZN) Has Announced That It Will Be Increasing Its Dividend To CHF2.73

Apr 08
VZ Holding (VTX:VZN) Has Announced That It Will Be Increasing Its Dividend To CHF2.73

VONN

CHF 56.60

Vontobel Holding

7D

-3.7%

1Y

10.3%

LEON

CHF 15.10

Leonteq

7D

-2.3%

1Y

-36.0%

SQL

CHF 4.10

Matador Partners Group

7D

-2.4%

1Y

-1.9%

HAUTE

CHF 138.90

Haute Capital Partners

7D

1.9%

1Y

21.6%