Header cover image

Swiss (SMI) Asset Management Industry Analysis

UpdatedNov 05, 2024
DataAggregated Company Financials
Companies15
  • 7D-4.6%
  • 3M11.1%
  • 1Y14.9%
  • YTDn/a

Over the last 7 days, the Asset Management industry has dropped 3.2%, driven by a pullback from Partners Group Holding of 5.0%. Meanwhile, VT5 Acquisition actually outperformed within the industry, gaining 13% in the last week. Over the past 12 months, the industry was up 15%. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 05 Nov 2024CHF 55.5bCHF 8.9bCHF 2.0b20.6x27.1x6.2x
Thu, 03 Oct 2024CHF 57.1bCHF 9.0bCHF 2.0b18.6x28.4x6.3x
Sat, 31 Aug 2024CHF 55.1bCHF 9.0bCHF 2.1b15.5x26.5x6.1x
Mon, 29 Jul 2024CHF 53.5bCHF 9.0bCHF 2.0b16.4x26.1x6x
Wed, 26 Jun 2024CHF 53.4bCHF 9.0bCHF 2.1b15.3x25.3x5.9x
Fri, 24 May 2024CHF 56.7bCHF 9.0bCHF 2.1b16.5x26.8x6.3x
Sun, 21 Apr 2024CHF 52.5bCHF 9.0bCHF 2.1b16x24.8x5.8x
Tue, 19 Mar 2024CHF 56.3bCHF 9.1bCHF 2.2b19.6x25.6x6.2x
Thu, 15 Feb 2024CHF 53.4bCHF 9.1bCHF 2.1b15.8x25.2x5.9x
Sat, 13 Jan 2024CHF 51.6bCHF 9.8bCHF 2.7b15.2x19.2x5.3x
Mon, 11 Dec 2023CHF 51.5bCHF 9.8bCHF 2.7b14x19.1x5.2x
Wed, 08 Nov 2023CHF 47.9bCHF 9.8bCHF 2.7b14.1x17.8x4.9x
Fri, 06 Oct 2023CHF 48.8bCHF 9.8bCHF 2.7b14.4x18.2x5x
Sun, 03 Sep 2023CHF 48.6bCHF 9.7bCHF 2.6b15.7x18.9x5x
Tue, 01 Aug 2023CHF 49.6bCHF 9.6bCHF 2.3b15.2x21.5x5.2x
Thu, 29 Jun 2023CHF 43.1bCHF 9.3bCHF 2.2b14.6x19.4x4.6x
Sat, 27 May 2023CHF 43.9bCHF 9.4bCHF 2.3b15.3x19.2x4.7x
Mon, 24 Apr 2023CHF 46.6bCHF 9.4bCHF 2.3b16.7x20.5x5x
Wed, 22 Mar 2023CHF 45.0bCHF 9.9bCHF 2.6b16.5x17.4x4.5x
Fri, 17 Feb 2023CHF 48.4bCHF 9.9bCHF 2.6b15x18.6x4.9x
Sun, 15 Jan 2023CHF 45.7bCHF 9.9bCHF 2.7b14.7x17x4.6x
Tue, 13 Dec 2022CHF 44.7bCHF 9.9bCHF 2.7b13.9x16.6x4.5x
Thu, 10 Nov 2022CHF 47.3bCHF 9.9bCHF 2.7b13.6x17.6x4.8x
Sat, 08 Oct 2022CHF 40.7bCHF 9.9bCHF 2.7b11.4x15.1x4.1x
Mon, 05 Sep 2022CHF 46.0bCHF 10.0bCHF 2.8b11x16.6x4.6x
Wed, 03 Aug 2022CHF 46.9bCHF 10.2bCHF 3.2b10.4x14.7x4.6x
Fri, 01 Jul 2022CHF 42.5bCHF 10.5bCHF 3.4b10x12.5x4.1x
Sun, 29 May 2022CHF 49.5bCHF 10.5bCHF 3.4b11x14.5x4.7x
Tue, 26 Apr 2022CHF 49.4bCHF 10.5bCHF 3.4b11x14.5x4.7x
Thu, 24 Mar 2022CHF 54.4bCHF 9.8bCHF 3.1b10.5x17.7x5.5x
Sat, 19 Feb 2022CHF 57.2bCHF 9.6bCHF 3.0b11.3x18.8x5.9x
Mon, 17 Jan 2022CHF 62.1bCHF 9.4bCHF 2.7b12.8x22.8x6.6x
Wed, 15 Dec 2021CHF 64.1bCHF 9.4bCHF 2.7b12.2x23.5x6.8x
Fri, 12 Nov 2021CHF 70.7bCHF 9.4bCHF 2.7b13x25.8x7.5x
Price to Earnings Ratio

25.8x


Total Market Cap: CHF 70.7bTotal Earnings: CHF 2.7bTotal Revenue: CHF 9.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 20.1x202220232024
Current Industry PE
  • Investors are optimistic on the Swiss Asset Management and Custody Banks industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 27.3x which is higher than its 3-year average PE of 20.1x.
  • The 3-year average PS ratio of 5.3x is lower than the industry's current PS ratio of 6.3x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 9.2% 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 Comparison

How does Swiss Asset Management compare with similar industries?

CH Market-2.63%
Financials-2.99%
Capital Markets-4.27%
Asset Management-4.61%
Financial Exchanges and Data0%
Investment Banking and Brokerage-2.42%
Diversified Capital Markets-4.17%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
VT5 VT5 AcquisitionCHF 11.4012.9%
+CHF 28.3m
21.3%n/a
ALPN Alpine SelectCHF 7.602.0%
+CHF 1.3m
7.0%PE22.6x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

VONN

CHF 56.60

Vontobel Holding

7D

-1.6%

1Y

5.6%

BAER

CHF 54.28

Julius Bär Gruppe

7D

-1.2%

1Y

1.8%

GAM

CHF 0.12

GAM Holding

7D

-32.6%

1Y

-71.9%

EFGN

CHF 11.76

EFG International

7D

-2.2%

1Y

22.9%

PGHN

CHF 1,185.00

Partners Group Holding

7D

-6.6%

1Y

17.4%

ALPN

CHF 7.60

Alpine Select

7D

2.0%

1Y

7.0%

VPBN

CHF 72.60

VP Bank

7D

-1.4%

1Y

-12.1%

ONE

CHF 3.42

One Swiss Bank

7D

-7.6%

1Y

79.1%

VT5

CHF 11.40

VT5 Acquisition

7D

12.9%

1Y

21.3%