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Swiss (SMI) Asset Management Industry Analysis

UpdatedMay 22, 2022
DataAggregated Company Financials
Companies20
  • 7D-2.4%
  • 3M-18.4%
  • 1Y-20.6%
  • YTD-28.5%

Over the last 7 days, the Asset Management industry has dropped 2.4%, driven by a pullback from Partners Group Holding of 3.0%. The industry has fallen 21% in the last year. As for the next few years, earnings are expected to grow by 4.9% per annum.

Industry Valuation and Performance

Has the Swiss Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Sun, 22 May 2022CHF47.0bCHF10.5bCHF3.4b10.5x
Tue, 19 Apr 2022CHF51.7bCHF10.5bCHF3.4b11x
Thu, 17 Mar 2022CHF53.6bCHF9.8bCHF3.1b10.1x
Sat, 12 Feb 2022CHF58.7bCHF9.6bCHF3.1b11.7x
Mon, 10 Jan 2022CHF62.6bCHF9.4bCHF2.7b12.4x
Wed, 08 Dec 2021CHF64.5bCHF9.4bCHF2.7b12.2x
Fri, 05 Nov 2021CHF71.1bCHF9.4bCHF2.7b12.7x
Sun, 03 Oct 2021CHF63.5bCHF9.4bCHF2.7b12.3x
Tue, 31 Aug 2021CHF68.8bCHF9.4bCHF2.7b15.6x
Wed, 07 Jul 2021CHF61.9bCHF9.4bCHF2.7b13.4x
Sat, 10 Apr 2021CHF56.5bCHF8.9bCHF2.2b16.7x
Fri, 01 Jan 2021CHF49.0bCHF8.4bCHF1.7b17.1x
Mon, 05 Oct 2020CHF40.5bCHF8.6bCHF1.7b15.3x
Thu, 09 Jul 2020CHF41.4bCHF8.7bCHF1.6b19.2x
Wed, 01 Apr 2020CHF33.5bCHF8.6bCHF1.8b16.9x
Sat, 04 Jan 2020CHF44.8bCHF8.7bCHF1.9b16x
Tue, 08 Oct 2019CHF39.6bCHF8.5bCHF1.4b23.1x
Mon, 01 Jul 2019CHF39.2bCHF8.2bCHF876.6m15.6x
Median PE Ratio

18.8x


Total Market Cap: CHF36.5bTotal Earnings: CHF971.0mTotal Revenue: CHF8.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Median PE3Y Average 16.2x202020212022
Current Industry PE
  • Investors are more pessimistic on the industry, indicating that they anticipate long-term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 10.5x which is lower than its 3-year average PE of 16.3x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 52% per year over the last three years.
  • Revenues for these companies have grown 8.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Swiss Asset Management compare with similar industries?

CH Market-2.84%
Financials-2.30%
Capital Markets-0.80%
Asset Management-2.37%
Diversified Capital Markets0.23%
Financial Exchanges and Data0%
Investment Banking and Brokerage-1.35%
Industry PEThere is insufficient data on the sub-industries of this industry.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
VZN VZ HoldingCHF72.400.7%
+CHF19.7m
-6.1%PS20x
THAG TalenthouseCHF0.2413.2%
+CHF11.8m
-45.5%PB2.5x
BBN Bellevue GroupCHF34.901.5%
+CHF6.7m
-11.9%PS10.8x
VT5 VT5 AcquisitionCHF9.652.7%
+CHF5.4m
n/aPS160833.3x
ONE One Swiss BankCHF2.267.6%
+CHF2.4m
0.9%PS1x
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Latest News

GAM

CHF0.97

GAM Holding

7D

-7.4%

1Y

-57.9%

VPBN

CHF91.20

VP Bank

7D

-1.3%

1Y

-17.8%

AIRE

CHF0.65

Airesis

7D

-8.5%

1Y

-14.5%