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Swiss (SMI) Asset Management Industry Analysis

UpdatedMar 26, 2024
DataAggregated Company Financials
Companies18
  • 7D0.4%
  • 3M6.5%
  • 1Y27.7%
  • YTDn/a

In the last week, Asset Management has been flat. The past year has been better, since the industry has gained 28% in that time. 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
Wed, 27 Mar 2024CHF56.6bCHF9.0bCHF2.1b19.1x26.9x6.3x
Fri, 23 Feb 2024CHF54.7bCHF9.1bCHF2.2b15.2x24.9x6x
Sun, 21 Jan 2024CHF50.5bCHF9.8bCHF2.7b15.1x18.8x5.1x
Tue, 19 Dec 2023CHF53.0bCHF9.8bCHF2.7b14.2x19.7x5.4x
Thu, 16 Nov 2023CHF51.0bCHF9.8bCHF2.7b13.6x19x5.2x
Sat, 14 Oct 2023CHF50.0bCHF9.8bCHF2.7b14.3x18.6x5.1x
Mon, 11 Sep 2023CHF49.9bCHF9.8bCHF2.7b14.8x18.7x5.1x
Wed, 09 Aug 2023CHF48.7bCHF9.6bCHF2.6b16.6x19x5.1x
Fri, 07 Jul 2023CHF42.3bCHF9.3bCHF2.2b13.3x19x4.5x
Sun, 04 Jun 2023CHF44.6bCHF9.4bCHF2.3b15.1x19.6x4.8x
Tue, 02 May 2023CHF46.7bCHF9.4bCHF2.3b16.4x20.5x5x
Thu, 30 Mar 2023CHF44.7bCHF9.4bCHF2.3b16.7x19.5x4.8x
Sat, 25 Feb 2023CHF47.1bCHF9.9bCHF2.6b15.2x18.1x4.8x
Mon, 23 Jan 2023CHF46.0bCHF9.9bCHF2.7b14.8x17.1x4.6x
Wed, 21 Dec 2022CHF42.6bCHF9.9bCHF2.7b13.9x15.8x4.3x
Fri, 18 Nov 2022CHF47.0bCHF9.9bCHF2.7b14x17.5x4.7x
Sun, 16 Oct 2022CHF40.2bCHF9.9bCHF2.7b10.5x14.8x4x
Tue, 13 Sep 2022CHF46.7bCHF10.0bCHF2.8b11.1x16.9x4.7x
Thu, 11 Aug 2022CHF48.7bCHF10.2bCHF3.2b10.8x15.2x4.8x
Sat, 09 Jul 2022CHF43.8bCHF10.5bCHF3.4b10.1x12.9x4.2x
Mon, 06 Jun 2022CHF48.3bCHF10.5bCHF3.4b10.9x14.2x4.6x
Wed, 04 May 2022CHF48.3bCHF10.5bCHF3.4b11x14.2x4.6x
Fri, 01 Apr 2022CHF54.4bCHF10.6bCHF3.4b10.5x15.9x5.2x
Sun, 27 Feb 2022CHF56.6bCHF9.8bCHF3.1b10.7x18.4x5.8x
Tue, 25 Jan 2022CHF56.9bCHF9.4bCHF2.7b11.6x20.9x6x
Thu, 23 Dec 2021CHF64.0bCHF9.4bCHF2.7b11.6x23.5x6.8x
Sat, 20 Nov 2021CHF70.7bCHF9.4bCHF2.7b13.1x25.9x7.5x
Mon, 18 Oct 2021CHF66.8bCHF9.4bCHF2.7b12.8x24.4x7.1x
Wed, 15 Sep 2021CHF67.5bCHF9.4bCHF2.7b14.2x25x7.2x
Fri, 13 Aug 2021CHF68.7bCHF9.4bCHF2.7b15.4x25.4x7.3x
Tue, 08 Jun 2021CHF61.0bCHF8.9bCHF2.2b17.4x27.9x6.8x
Price to Earnings Ratio

25.8x


Total Market Cap: CHF56.5bTotal Earnings: CHF2.2bTotal Revenue: CHF8.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 20x202220232024
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 26.9x which is higher than its 3-year average PE of 20.0x.
  • The 3-year average PS ratio of 5.5x is lower than the industry's current PS ratio of 6.3x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Asset Management and Custody Banks industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Comparison

How does Swiss Asset Management compare with similar industries?

CH Market0.24%
Financials0.19%
Capital Markets0.83%
Asset Management0.44%
Investment Banking and Brokerage1.40%
Diversified Capital Markets1.03%
Financial Exchanges and Data0%
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
PGHN Partners Group HoldingCHF1.29k2.6%
+CHF831.4m
59.1%PE33.3x
BAER Julius Bär GruppeCHF52.305.2%
+CHF532.5m
-14.3%PE23.6x
VZN VZ HoldingCHF110.401.5%
+CHF63.0m
48.0%PE23.3x
VONN Vontobel HoldingCHF54.301.1%
+CHF33.2m
-3.2%PE14x
VT5 VT5 AcquisitionCHF11.4012.9%
+CHF28.3m
21.3%n/a
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Latest News

VPBN

CHF92.80

VP Bank

7D

-1.9%

1Y

-4.1%

BAER

CHF52.30

Julius Bär Gruppe

7D

5.2%

1Y

-14.3%

EFGN

CHF11.58

EFG International

7D

-2.9%

1Y

30.3%

BBN

CHF21.20

Bellevue Group

7D

-5.8%

1Y

-34.3%

VZN

CHF110.40

VZ Holding

7D

1.5%

1Y

48.0%

VONN

CHF54.30

Vontobel Holding

7D

1.1%

1Y

-3.2%

ONE

CHF3.42

One Swiss Bank

7D

-7.6%

1Y

79.1%

VT5

CHF11.40

VT5 Acquisition

7D

12.9%

1Y

21.3%

NBEN

CHF7.40

nebag ag

7D

-0.7%

1Y

-15.9%

SQL

CHF4.20

Matador Partners Group

7D

-3.4%

1Y

-3.4%