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Swiss (SMI) Capital Markets Industry Analysis

UpdatedMay 18, 2025
DataAggregated Company Financials
Companies19
  • 7D5.6%
  • 3M-8.4%
  • 1Y4.2%
  • YTD-0.7%

Over the last 7 days, the Capital Markets industry has risen 5.6%, driven by gains from UBS Group of 6.9%. Meanwhile, GAM Holding actually underperformed within the industry, shrinking 6.1% in the last week. This means that the industry has gained 4.2% over the past year. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

Has the Swiss Capital Markets Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 19 May 2025CHF 152.1bCHF 51.8bCHF 7.5b15.3x20.2x2.9x
Wed, 16 Apr 2025CHF 133.8bCHF 51.3bCHF 7.5b13.6x17.9x2.6x
Fri, 14 Mar 2025CHF 156.5bCHF 54.1bCHF 7.8b19.8x20.1x2.9x
Sun, 09 Feb 2025CHF 167.6bCHF 54.9bCHF 7.7b16.8x21.8x3.1x
Tue, 07 Jan 2025CHF 159.7bCHF 53.2bCHF 6.5b20.9x24.6x3x
Thu, 05 Dec 2024CHF 158.5bCHF 52.2bCHF 6.4b20.7x24.7x3x
Sat, 02 Nov 2024CHF 148.0bCHF 51.6bCHF 6.3b17.4x23.3x2.9x
Mon, 30 Sep 2024CHF 147.1bCHF 49.8bCHF 4.4b17.4x33.3x3x
Wed, 28 Aug 2024CHF 145.6bCHF 49.9bCHF 4.4b16.5x32.7x2.9x
Fri, 26 Jul 2024CHF 144.1bCHF 49.2bCHF 27.6b15.9x5.2x2.9x
Sun, 23 Jun 2024CHF 145.8bCHF 49.7bCHF 28.0b15.2x5.2x2.9x
Tue, 21 May 2024CHF 150.2bCHF 50.4bCHF 28.4b16.5x5.3x3x
Thu, 18 Apr 2024CHF 141.3bCHF 46.9bCHF 27.8b16.7x5.1x3x
Sat, 16 Mar 2024CHF 151.7bCHF 46.1bCHF 28.2b16.7x5.4x3.3x
Mon, 12 Feb 2024CHF 135.4bCHF 45.6bCHF 27.8b15.4x4.9x3x
Wed, 10 Jan 2024CHF 141.1bCHF 71.1bCHF 34.7b14.3x4.1x2x
Fri, 08 Dec 2023CHF 137.5bCHF 72.0bCHF 35.4b13.8x3.9x1.9x
Sun, 05 Nov 2023CHF 126.5bCHF 69.9bCHF 38.3b13.9x3.3x1.8x
Tue, 03 Oct 2023CHF 130.4bCHF 70.6bCHF 38.9b13.6x3.4x1.8x
Thu, 31 Aug 2023CHF 120.9bCHF 69.1bCHF 14.0b13.5x8.7x1.8x
Sat, 29 Jul 2023CHF 114.7bCHF 68.7bCHF 13.6b13.9x8.4x1.7x
Mon, 26 Jun 2023CHF 103.1bCHF 69.4bCHF 13.7b13.2x7.5x1.5x
Wed, 24 May 2023CHF 106.7bCHF 69.6bCHF 13.8b15x7.7x1.5x
Fri, 21 Apr 2023CHF 110.2bCHF 56.1bCHF 2.1b15.5x53.6x2x
Sun, 19 Mar 2023CHF 105.1bCHF 57.7bCHF 2.6b14.4x40.1x1.8x
Tue, 14 Feb 2023CHF 124.5bCHF 57.9bCHF 2.6b14.6x48.2x2.1x
Thu, 12 Jan 2023CHF 121.9bCHF 60.1bCHF 1.8b14.3x68.9x2x
Sat, 10 Dec 2022CHF 114.7bCHF 60.2bCHF 1.8b13x64.1x1.9x
Mon, 07 Nov 2022CHF 109.6bCHF 62.5bCHF 2.3b10.7x47.7x1.8x
Wed, 05 Oct 2022CHF 106.3bCHF 64.6bCHF 7.1b10x14.9x1.6x
Fri, 02 Sep 2022CHF 108.2bCHF 64.8bCHF 7.2b10.1x15x1.7x
Sun, 31 Jul 2022CHF 115.5bCHF 64.0bCHF 7.4b10x15.5x1.8x
Tue, 28 Jun 2022CHF 115.8bCHF 65.9bCHF 9.4b10.3x12.3x1.8x
Thu, 26 May 2022CHF 127.2bCHF 66.1bCHF 9.5b10x13.4x1.9x
Price to Earnings Ratio

13.4x


Total Market Cap: CHF 127.2bTotal Earnings: CHF 9.5bTotal Revenue: CHF 66.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Capital Markets Industry Price to Earnings3Y Average 20.1x202320242025
Current Industry PE
  • Investors are relatively neutral on the Swiss Capital Markets industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 20.1x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Capital Markets industry have declined 7.3% per year over the last three years,
  • Revenues have also declined 7.8% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Swiss Financials industry?

CH Market2.12%
Financials1.85%
Capital Markets5.56%
Diversified Capital Markets6.90%
Asset Management4.31%
Investment Banking and Brokerage1.31%
Industry PE
  • Investors are most optimistic about the Investment Banking and Brokerage industry which is trading above its 3-year average PE ratio of 14.8x.
    • Analysts are expecting annual earnings growth of 8.4%, which is lower than the prior year's growth of 28.8% per year.
  • Investors are most pessimistic about the Diversified Capital Markets industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Capital Markets industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings decline of 82% per year.
  • In contrast, the Investment Banking and Brokerage industry is expected to see its earnings grow by 8.4% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
UBSG UBS GroupCHF 27.756.9%
+CHF 5.5b		0.8%PE20.2x
PGHN Partners Group HoldingCHF 1.18k6.1%
+CHF 1.8b		-6.0%PE27.2x
BAER Julius Bär GruppeCHF 57.583.5%
+CHF 397.4m		5.7%PE11.5x
SQN Swissquote Group HoldingCHF 453.401.5%
+CHF 98.6m		66.3%PE23x
EFGN EFG InternationalCHF 13.322.3%
+CHF 89.8m		14.8%PE13.2x
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Latest News

PGHN

CHF 1,182.50

Partners Group Holding

7D

6.1%

1Y

-6.0%

UBSG

CHF 27.75

UBS Group

7D

6.9%

1Y

0.8%

SQN

CHF 453.40

Swissquote Group Holding

7D

1.5%

1Y

66.3%

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VLRT

CHF 11.60

Valartis Group

7D

-9.4%

1Y

0.9%

VZN

CHF 178.80

VZ Holding

7D

1.0%

1Y

66.2%

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May 05
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GAM

CHF 0.096

GAM Holding

7D

-6.1%

1Y

-64.0%

AIRE

CHF 0.073

Airesis

7D

-18.4%

1Y

-84.5%

BAER

CHF 57.58

Julius Bär Gruppe

7D

3.5%

1Y

5.7%

VONN

CHF 63.60

Vontobel Holding

7D

2.1%

1Y

14.0%

EFGN

CHF 13.32

EFG International

7D

2.3%

1Y

14.8%

LEON

CHF 17.72

Leonteq

7D

6.5%

1Y

-34.7%

BBN

CHF 8.48

Bellevue Group

7D

-0.9%

1Y

-55.7%

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Mar 29
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