Swiss (SMI) Asset Management Industry Analysis
UpdatedSep 26, 2023
DataAggregated Company Financials
Companies22
- 7D-0.7%
- 3M16.2%
- 1Y26.0%
- YTD13.6%
The Asset Management industry has stayed flat over the last week. As for the the longer term, the industry is up 26% over the past 12 months. As for the next few years, earnings are expected to grow by 10% per annum.
Industry Valuation and Performance
Has the Swiss Asset Management Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 26 Sep 2023 | CHF50.0b | CHF9.8b | CHF2.7b | 14.4x | 18.6x | 5.1x |
| Thu, 24 Aug 2023 | CHF47.2b | CHF9.7b | CHF2.6b | 16.6x | 18.3x | 4.9x |
| Sat, 22 Jul 2023 | CHF47.8b | CHF9.3b | CHF2.2b | 13.9x | 21.6x | 5.1x |
| Mon, 19 Jun 2023 | CHF45.9b | CHF9.4b | CHF2.3b | 15.2x | 20.1x | 4.9x |
| Wed, 17 May 2023 | CHF45.2b | CHF9.4b | CHF2.3b | 15.3x | 19.8x | 4.8x |
| Fri, 14 Apr 2023 | CHF46.1b | CHF9.4b | CHF2.3b | 17.1x | 20.3x | 4.9x |
| Sun, 12 Mar 2023 | CHF44.2b | CHF9.9b | CHF2.6b | 16.4x | 17.1x | 4.5x |
| Tue, 07 Feb 2023 | CHF48.4b | CHF6.2b | CHF2.7b | 14.7x | 17.8x | 7.8x |
| Thu, 05 Jan 2023 | CHF45.3b | CHF9.9b | CHF2.7b | 14.8x | 16.9x | 4.6x |
| Sat, 03 Dec 2022 | CHF46.0b | CHF9.9b | CHF2.7b | 14.3x | 17.1x | 4.6x |
| Mon, 31 Oct 2022 | CHF43.8b | CHF9.9b | CHF2.7b | 12.5x | 16.1x | 4.4x |
| Wed, 28 Sep 2022 | CHF40.1b | CHF9.9b | CHF2.7b | 10.8x | 14.8x | 4x |
| Fri, 26 Aug 2022 | CHF47.5b | CHF10.2b | CHF2.9b | 10.5x | 16.2x | 4.7x |
| Sun, 24 Jul 2022 | CHF45.4b | CHF10.5b | CHF3.4b | 9.4x | 13.4x | 4.3x |
| Tue, 21 Jun 2022 | CHF42.6b | CHF10.5b | CHF3.4b | 10x | 12.5x | 4.1x |
| Thu, 19 May 2022 | CHF48.2b | CHF10.5b | CHF3.4b | 10.6x | 14.2x | 4.6x |
| Sat, 16 Apr 2022 | CHF51.7b | CHF10.5b | CHF3.4b | 11x | 15.2x | 4.9x |
| Mon, 14 Mar 2022 | CHF50.7b | CHF9.8b | CHF3.1b | 9.7x | 16.5x | 5.2x |
| Wed, 09 Feb 2022 | CHF57.5b | CHF9.5b | CHF3.0b | 11.2x | 19.2x | 6x |
| Fri, 07 Jan 2022 | CHF62.8b | CHF9.4b | CHF2.7b | 12.3x | 23.1x | 6.7x |
| Sun, 05 Dec 2021 | CHF64.0b | CHF9.4b | CHF2.7b | 12.2x | 23.4x | 6.8x |
| Tue, 02 Nov 2021 | CHF70.5b | CHF9.4b | CHF2.7b | 12.5x | 25.8x | 7.5x |
| Thu, 30 Sep 2021 | CHF64.4b | CHF9.4b | CHF2.7b | 12.4x | 23.6x | 6.8x |
| Sat, 28 Aug 2021 | CHF69.0b | CHF9.4b | CHF2.7b | 15.6x | 25.6x | 7.3x |
| Sun, 04 Jul 2021 | CHF61.9b | CHF9.4b | CHF2.7b | 13.4x | 22.9x | 6.6x |
| Wed, 07 Apr 2021 | CHF56.5b | CHF8.9b | CHF2.2b | 16.7x | 25.8x | 6.3x |
| Sat, 09 Jan 2021 | CHF49.0b | CHF8.4b | CHF1.7b | 17.1x | 29.2x | 5.8x |
| Fri, 02 Oct 2020 | CHF40.5b | CHF8.6b | CHF1.7b | 15.3x | 24.6x | 4.7x |
Price to Earnings Ratio
24.6x
Current Industry PE
- Investors are pessimistic on the Swiss Asset Management and Custody Banks 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 18.6x which is lower than its 3-year average PE of 21.1x.
- The industry is trading close to its 3-year average PS ratio of 5.5x.
Past Earnings Growth
- The earnings for companies in the Asset Management and Custody Banks industry have grown 18% per year over the last three years.
- Revenues for these companies have grown 4.5% 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 | -0.83% | |
| Financials | -0.80% | |
| Capital Markets | -1.04% | |
| Asset Management | -0.66% | |
| Financial Exchanges and Data | 0% | |
| Diversified Capital Markets | -1.24% | |
| Investment Banking and Brokerage | -1.96% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VZN VZ Holding | CHF97.00 | 1.0% +CHF39.3m | 41.2% | PE23.7x | |
| EFGN EFG International | CHF10.38 | 0.2% +CHF6.1m | 35.3% | PE13.8x | |
| ONE One Swiss Bank | CHF2.74 | 14.2% +CHF5.3m | 81.5% | PE64.9x | |
| NBEN nebag ag | CHF8.10 | 5.2% +CHF3.6m | -6.4% | PS39.8x | |
| AIRE Airesis | CHF0.69 | 7.8% +CHF3.1m | 25.5% | PS0.3x |