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Swiss (SMI) Capital Markets Industry Analysis

UpdatedMay 21, 2025
DataAggregated Company Financials
Companies19
  • 7D-1.3%
  • 3M-9.5%
  • 1Y1.9%
  • YTD-2.3%

Over the last 7 days, the Capital Markets industry has dropped 1.3%, driven by UBS Group declining 2.9%. Over the last year, the industry has been flat overall. 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
Thu, 22 May 2025CHF 149.5bCHF 51.4bCHF 7.5b15.5x20x2.9x
Sat, 19 Apr 2025CHF 132.3bCHF 51.0bCHF 7.5b14.1x17.7x2.6x
Mon, 17 Mar 2025CHF 160.4bCHF 54.2bCHF 7.8b17.3x20.6x3x
Wed, 12 Feb 2025CHF 168.2bCHF 55.2bCHF 7.8b16.4x21.7x3x
Fri, 10 Jan 2025CHF 165.4bCHF 53.6bCHF 6.5b20.4x25.3x3.1x
Sun, 08 Dec 2024CHF 158.8bCHF 52.0bCHF 6.4b20.8x24.9x3.1x
Tue, 05 Nov 2024CHF 146.9bCHF 51.3bCHF 6.3b17.4x23.2x2.9x
Thu, 03 Oct 2024CHF 146.4bCHF 50.2bCHF 4.4b17.6x33.3x2.9x
Sat, 31 Aug 2024CHF 144.5bCHF 50.3bCHF 4.5b16.6x32.3x2.9x
Mon, 29 Jul 2024CHF 145.6bCHF 49.2bCHF 27.6b16.4x5.3x3x
Wed, 26 Jun 2024CHF 144.1bCHF 49.8bCHF 28.0b15.3x5.1x2.9x
Fri, 24 May 2024CHF 152.1bCHF 50.6bCHF 28.6b16.5x5.3x3x
Sun, 21 Apr 2024CHF 140.2bCHF 46.9bCHF 27.8b16x5x3x
Tue, 19 Mar 2024CHF 151.5bCHF 46.3bCHF 28.3b17.2x5.4x3.3x
Thu, 15 Feb 2024CHF 136.1bCHF 46.0bCHF 28.1b15.8x4.8x3x
Sat, 13 Jan 2024CHF 140.7bCHF 71.2bCHF 34.7b14.5x4.1x2x
Mon, 11 Dec 2023CHF 139.4bCHF 72.2bCHF 35.5b13.9x3.9x1.9x
Wed, 08 Nov 2023CHF 126.7bCHF 70.0bCHF 38.4b12.8x3.3x1.8x
Fri, 06 Oct 2023CHF 126.1bCHF 70.5bCHF 38.8b13.4x3.3x1.8x
Sun, 03 Sep 2023CHF 130.9bCHF 69.3bCHF 37.8b13.6x3.5x1.9x
Tue, 01 Aug 2023CHF 114.3bCHF 68.7bCHF 13.6b13.9x8.4x1.7x
Thu, 29 Jun 2023CHF 102.5bCHF 69.4bCHF 13.7b13.5x7.5x1.5x
Sat, 27 May 2023CHF 104.3bCHF 69.7bCHF 13.9b14.6x7.5x1.5x
Mon, 24 Apr 2023CHF 109.5bCHF 56.0bCHF 2.0b15.3x53.6x2x
Wed, 22 Mar 2023CHF 112.3bCHF 57.5bCHF 2.6b15x43.3x2x
Fri, 17 Feb 2023CHF 126.5bCHF 58.1bCHF 2.6b14.7x48.5x2.2x
Sun, 15 Jan 2023CHF 122.4bCHF 59.9bCHF 1.7b14.5x70.3x2x
Tue, 13 Dec 2022CHF 113.8bCHF 60.3bCHF 1.8b12.7x62.7x1.9x
Thu, 10 Nov 2022CHF 114.5bCHF 61.4bCHF 2.0b12.3x57.9x1.9x
Sat, 08 Oct 2022CHF 102.5bCHF 65.0bCHF 7.2b9.9x14.2x1.6x
Mon, 05 Sep 2022CHF 112.7bCHF 63.7bCHF 7.2b10.2x15.6x1.8x
Wed, 03 Aug 2022CHF 112.9bCHF 64.0bCHF 7.4b10.4x15.2x1.8x
Fri, 01 Jul 2022CHF 110.2bCHF 65.8bCHF 9.4b10x11.7x1.7x
Sun, 29 May 2022CHF 130.2bCHF 65.9bCHF 9.4b10.3x13.8x2x
Price to Earnings Ratio

13.8x


Total Market Cap: CHF 130.2bTotal Earnings: CHF 9.4bTotal Revenue: CHF 65.9bTotal 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 7.4% per year over the last three years,
  • Revenues have also declined 8.0% 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 Market2.01%
Financials0.61%
Capital Markets-1.27%
Investment Banking and Brokerage2.79%
Diversified Capital Markets-1.20%
Asset Management-1.95%
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
SQN Swissquote Group HoldingCHF 463.601.7%
+CHF 113.5m		71.4%PE23.5x
CFT Compagnie Financière TraditionCHF 236.006.3%
+CHF 108.1m		55.3%PE15.8x
EFGN EFG InternationalCHF 13.681.0%
+CHF 41.9m		13.1%PE13.6x
BBN Bellevue GroupCHF 9.7410.9%
+CHF 12.6m		-49.4%PE14x
VPBN VP BankCHF 83.601.5%
+CHF 7.4m		-0.7%PE28.1x
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Latest News

CFT

CHF 236.00

Compagnie Financière Tradition

7D

6.3%

1Y

55.3%

PGHN

CHF 1,150.50

Partners Group Holding

7D

-4.0%

1Y

-8.8%

UBSG

CHF 26.73

UBS Group

7D

-2.9%

1Y

-3.2%

SQN

CHF 463.60

Swissquote Group Holding

7D

1.7%

1Y

71.4%

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Anticipated revenue pressure from decreased interest rates and limited growth in competitive trading environments may constrain Swissquote's net margins and revenue growth.

VLRT

CHF 10.90

Valartis Group

7D

-1.8%

1Y

-5.2%

VZN

CHF 175.60

VZ Holding

7D

-1.2%

1Y

58.5%

There's Reason For Concern Over VZ Holding AG's (VTX:VZN) Price

May 05
There's Reason For Concern Over VZ Holding AG's (VTX:VZN) Price

GAM

CHF 0.10

GAM Holding

7D

1.0%

1Y

-62.2%

VPBN

CHF 83.60

VP Bank

7D

1.5%

1Y

-0.7%

ALPN

CHF 7.40

Alpine Select

7D

-2.6%

1Y

-6.3%

BAER

CHF 54.56

Julius Bär Gruppe

7D

-8.1%

1Y

0.5%

VONN

CHF 63.10

Vontobel Holding

7D

-0.8%

1Y

13.3%

EFGN

CHF 13.68

EFG International

7D

1.0%

1Y

13.1%

LEON

CHF 17.34

Leonteq

7D

-3.0%

1Y

-33.6%

BBN

CHF 9.74

Bellevue Group

7D

10.9%

1Y

-49.4%

Investors Don't See Light At End Of Bellevue Group AG's (VTX:BBN) Tunnel And Push Stock Down 33%

Mar 29
Investors Don't See Light At End Of Bellevue Group AG's (VTX:BBN) Tunnel And Push Stock Down 33%

SQL

CHF 4.45

Matador Partners Group

7D

3.7%

1Y

3.5%

HAUTE

CHF 143.20

Haute Capital Partners

7D

0.8%

1Y

22.4%