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Swiss (SMI) Asset Management Industry Analysis

UpdatedDec 22, 2024
DataAggregated Company Financials
Companies16
  • 7D-2.7%
  • 3M5.0%
  • 1Y7.9%
  • YTDn/a

Over the last 7 days, the Asset Management industry has dropped 2.7%, driven by Partners Group Holding declining 4.2%. Meanwhile, EFG International actually outperformed within the industry, gaining 5.3% in the last week. Over the past 12 months, the industry was up 7.9%. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Dec 2024CHF 57.6bCHF 8.9bCHF 2.0b20.3x28.1x6.5x
Tue, 19 Nov 2024CHF 56.6bCHF 8.9bCHF 2.0b19.8x27.6x6.4x
Thu, 17 Oct 2024CHF 57.7bCHF 8.9bCHF 2.0b20x28.2x6.5x
Sat, 14 Sep 2024CHF 53.7bCHF 8.9bCHF 2.0b15.2x26.3x6x
Mon, 12 Aug 2024CHF 51.6bCHF 8.9bCHF 2.1b15.3x24.8x5.8x
Wed, 10 Jul 2024CHF 55.0bCHF 9.0bCHF 2.1b15.6x26x6.1x
Fri, 07 Jun 2024CHF 145.2bCHF 47.8bCHF 27.5b14.6x5.3x3x
Sun, 05 May 2024CHF 54.1bCHF 9.0bCHF 2.1b16.1x25.6x6x
Tue, 02 Apr 2024CHF 56.5bCHF 9.0bCHF 2.1b18.2x26.7x6.3x
Thu, 29 Feb 2024CHF 55.1bCHF 9.1bCHF 2.2b14.5x25.3x6.1x
Sat, 27 Jan 2024CHF 52.1bCHF 9.8bCHF 2.7b15.6x19.3x5.3x
Mon, 25 Dec 2023CHF 53.6bCHF 9.8bCHF 2.7b14.7x19.9x5.5x
Wed, 22 Nov 2023CHF 50.2bCHF 9.8bCHF 2.7b13.8x18.7x5.1x
Fri, 20 Oct 2023CHF 48.0bCHF 9.8bCHF 2.7b14.1x17.9x4.9x
Sun, 17 Sep 2023CHF 50.9bCHF 9.8bCHF 2.7b14.7x19.1x5.2x
Tue, 15 Aug 2023CHF 48.5bCHF 9.6bCHF 2.6b16.8x18.9x5.1x
Thu, 13 Jul 2023CHF 44.1bCHF 9.3bCHF 2.2b13.7x19.9x4.7x
Sat, 10 Jun 2023CHF 44.4bCHF 9.4bCHF 2.3b15.6x19.5x4.7x
Mon, 08 May 2023CHF 46.2bCHF 9.4bCHF 2.3b15.9x20.2x4.9x
Wed, 05 Apr 2023CHF 45.5bCHF 9.4bCHF 2.3b16.7x19.8x4.8x
Fri, 03 Mar 2023CHF 46.9bCHF 9.9bCHF 2.6b15.7x18x4.7x
Sun, 29 Jan 2023CHF 46.7bCHF 9.9bCHF 2.7b14.5x17.4x4.7x
Tue, 27 Dec 2022CHF 43.5bCHF 9.9bCHF 2.7b14x16.2x4.4x
Thu, 24 Nov 2022CHF 46.9bCHF 9.9bCHF 2.7b14x17.4x4.7x
Sat, 22 Oct 2022CHF 41.1bCHF 9.9bCHF 2.7b11.9x15.1x4.1x
Mon, 19 Sep 2022CHF 44.4bCHF 10.0bCHF 2.8b10.5x16.1x4.5x
Wed, 17 Aug 2022CHF 48.7bCHF 10.2bCHF 2.9b11x16.6x4.8x
Fri, 15 Jul 2022CHF 41.8bCHF 10.5bCHF 3.4b9.4x12.3x4x
Sun, 12 Jun 2022CHF 46.3bCHF 10.5bCHF 3.4b10.6x13.6x4.4x
Tue, 10 May 2022CHF 46.5bCHF 10.5bCHF 3.4b10.3x13.7x4.4x
Thu, 07 Apr 2022CHF 52.3bCHF 10.6bCHF 3.4b10.1x15.3x5x
Sat, 05 Mar 2022CHF 49.2bCHF 9.8bCHF 3.1b9.2x16.1x5x
Mon, 31 Jan 2022CHF 57.0bCHF 9.4bCHF 2.7b11.8x20.9x6.1x
Wed, 29 Dec 2021CHF 65.5bCHF 9.4bCHF 2.7b11.9x24.1x7x
Price to Earnings Ratio

24.1x


Total Market Cap: CHF 65.5bTotal Earnings: CHF 2.7bTotal Revenue: CHF 9.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 20.3x202220232024
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 28.1x which is higher than its 3-year average PE of 20.3x.
  • The 3-year average PS ratio of 5.3x is lower than the industry's current PS ratio of 6.5x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 9.1% 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-2.31%
Financials-3.45%
Capital Markets-4.66%
Asset Management-2.69%
Financial Exchanges and Data0%
Investment Banking and Brokerage-0.89%
Diversified Capital Markets-6.21%
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
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
GAM GAM HoldingCHF 0.110.6%
+CHF 95.8k		-73.1%PS0.2x
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Latest News

VONN

CHF 62.70

Vontobel Holding

7D

0.3%

1Y

15.9%

PGHN

CHF 1,211.00

Partners Group Holding

7D

-4.2%

1Y

-1.4%

BBN

CHF 11.40

Bellevue Group

7D

-0.4%

1Y

-52.3%

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%

ALPN

CHF 7.50

Alpine Select

7D

-1.3%

1Y

-4.5%

VPBN

CHF 75.00

VP Bank

7D

-2.8%

1Y

-13.8%

HAUTE

CHF 127.50

Haute Capital Partners

7D

-1.2%

1Y

32.0%

VT5

CHF 11.40

VT5 Acquisition

7D

12.9%

1Y

21.3%