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Swiss (SMI) Capital Markets Industry Analysis

UpdatedDec 22, 2024
DataAggregated Company Financials
Companies20
  • 7D-4.7%
  • 3M4.9%
  • 1Y5.5%
  • YTD10.7%

Over the last 7 days, the Capital Markets industry has dropped 4.7%, driven by a pullback from UBS Group of 6.2%. In contrast, EFG International has gained 5.3%. Over the past 12 months, the industry was up 5.5%. 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
Sun, 22 Dec 2024CHF 149.1bCHF 52.7bCHF 6.4b19.6x23.1x2.8x
Tue, 19 Nov 2024CHF 152.8bCHF 52.4bCHF 6.4b19.3x23.8x2.9x
Thu, 17 Oct 2024CHF 153.1bCHF 50.7bCHF 4.5b17.8x34.2x3x
Sat, 14 Sep 2024CHF 139.9bCHF 50.1bCHF 4.4b16x31.6x2.8x
Mon, 12 Aug 2024CHF 136.7bCHF 48.4bCHF 27.1b15.3x5x2.8x
Wed, 10 Jul 2024CHF 147.9bCHF 49.9bCHF 28.1b15.6x5.3x3x
Fri, 07 Jun 2024CHF 151.2bCHF 49.6bCHF 27.9b15.2x5.4x3.1x
Sun, 05 May 2024CHF 138.4bCHF 46.7bCHF 27.7b16.1x5x3x
Tue, 02 Apr 2024CHF 150.8bCHF 46.5bCHF 27.6b17.3x5.5x3.2x
Thu, 29 Feb 2024CHF 140.8bCHF 45.8bCHF 28.0b14.5x5x3.1x
Sat, 27 Jan 2024CHF 142.9bCHF 71.6bCHF 35.1b14.7x4.1x2x
Mon, 25 Dec 2023CHF 145.9bCHF 71.3bCHF 34.8b14.2x4.2x2x
Wed, 22 Nov 2023CHF 131.6bCHF 72.3bCHF 35.7b13.2x3.7x1.8x
Fri, 20 Oct 2023CHF 124.6bCHF 69.8bCHF 38.2b12.9x3.3x1.8x
Sun, 17 Sep 2023CHF 133.2bCHF 69.9bCHF 38.2b14x3.5x1.9x
Tue, 15 Aug 2023CHF 117.4bCHF 69.0bCHF 14.0b13.9x8.4x1.7x
Thu, 13 Jul 2023CHF 105.1bCHF 68.4bCHF 13.5b13.3x7.8x1.5x
Sat, 10 Jun 2023CHF 105.5bCHF 69.6bCHF 13.8b14.5x7.6x1.5x
Mon, 08 May 2023CHF 105.1bCHF 69.2bCHF 13.8b14.3x7.6x1.5x
Wed, 05 Apr 2023CHF 110.6bCHF 56.6bCHF 2.2b15.1x50.7x2x
Fri, 03 Mar 2023CHF 123.4bCHF 58.7bCHF 2.7b14.7x45x2.1x
Sun, 29 Jan 2023CHF 125.7bCHF 59.8bCHF 1.7b14.2x73.7x2.1x
Tue, 27 Dec 2022CHF 112.8bCHF 60.2bCHF 1.8b12.7x62.8x1.9x
Thu, 24 Nov 2022CHF 114.6bCHF 60.5bCHF 1.9b12.7x61.5x1.9x
Sat, 22 Oct 2022CHF 103.5bCHF 65.5bCHF 7.3b9.7x14.1x1.6x
Mon, 19 Sep 2022CHF 111.5bCHF 64.1bCHF 7.1b10.2x15.8x1.7x
Wed, 17 Aug 2022CHF 118.0bCHF 63.8bCHF 7.1b11.3x16.6x1.9x
Fri, 15 Jul 2022CHF 107.5bCHF 66.9bCHF 9.6b9.4x11.1x1.6x
Sun, 12 Jun 2022CHF 120.3bCHF 67.1bCHF 9.7b10x12.4x1.8x
Tue, 10 May 2022CHF 120.2bCHF 67.2bCHF 9.7b10x12.4x1.8x
Thu, 07 Apr 2022CHF 132.9bCHF 63.4bCHF 9.0b10.1x14.8x2.1x
Sat, 05 Mar 2022CHF 119.1bCHF 61.9bCHF 8.6b9.4x13.9x1.9x
Mon, 31 Jan 2022CHF 138.9bCHF 61.8bCHF 10.2b13.9x13.6x2.2x
Wed, 29 Dec 2021CHF 148.0bCHF 61.4bCHF 10.1b13.8x14.6x2.4x
Price to Earnings Ratio

14.6x


Total Market Cap: CHF 148.0bTotal Earnings: CHF 10.1bTotal Revenue: CHF 61.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Capital Markets Industry Price to Earnings3Y Average 19.2x202220232024
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 23.1x which is higher than its 3-year average PE of 19.2x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.8x.
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 5.0% 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 Market-2.31%
Financials-3.45%
Capital Markets-4.66%
Financial Exchanges and Data0%
Investment Banking and Brokerage-0.89%
Asset Management-2.69%
Diversified Capital Markets-6.21%
Industry PE
  • Investors are most optimistic about the Asset Management industry which is trading above its 3-year average PE ratio of 20.3x.
    • Analysts are expecting annual earnings growth of 15.0%, 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 14.1x.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Capital Markets industry, expecting annual earnings growth of 25% 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 12% 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
EFGN EFG InternationalCHF 12.725.3%
+CHF 193.6m		19.3%PE12.8x
VT5 VT5 AcquisitionCHF 11.4012.9%
+CHF 28.3m		21.3%n/a
VONN Vontobel HoldingCHF 62.700.3%
+CHF 11.3m		15.9%PE16.2x
LEON LeonteqCHF 20.050.5%
+CHF 1.6m		-40.1%PE46.8x
VLRT Valartis GroupCHF 12.600.8%
+CHF 276.7k		1.2%PE5.9x
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Latest News

LEON

CHF 20.05

Leonteq

7D

0.5%

1Y

-40.1%

VONN

CHF 62.70

Vontobel Holding

7D

0.3%

1Y

15.9%

SQN

CHF 337.40

Swissquote Group Holding

7D

-1.1%

1Y

67.7%

UBSG

CHF 26.71

UBS Group

7D

-6.2%

1Y

1.4%

PGHN

CHF 1,211.00

Partners Group Holding

7D

-4.2%

1Y

-1.4%

EFGN

CHF 12.72

EFG International

7D

5.3%

1Y

19.3%

ONE

CHF 3.42

One Swiss Bank

7D

-7.6%

1Y

79.1%

GAM

CHF 0.11

GAM Holding

7D

0.6%

1Y

-73.1%

VZN

CHF 141.00

VZ Holding

7D

-1.4%

1Y

44.3%

Do VZ Holding's (VTX:VZN) Earnings Warrant Your Attention?

Oct 12
Do VZ Holding's (VTX:VZN) Earnings Warrant Your Attention?

BAER

CHF 57.62

Julius Bär Gruppe

7D

-2.6%

1Y

23.2%

CFT

CHF 167.50

Compagnie Financière Tradition

7D

-0.3%

1Y

42.6%

VLRT

CHF 12.60

Valartis Group

7D

0.8%

1Y

1.2%

VPBN

CHF 75.00

VP Bank

7D

-2.8%

1Y

-13.8%

VT5

CHF 11.40

VT5 Acquisition

7D

12.9%

1Y

21.3%