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Swiss (SMI) Capital Markets Industry Analysis

UpdatedMay 22, 2025
DataAggregated Company Financials
Companies19
  • 7D-2.9%
  • 3M-9.9%
  • 1Y0.8%
  • YTD-3.5%

Over the last 7 days, the Capital Markets industry has dropped 2.9%, driven by a pullback from UBS Group of 4.0%. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 23 May 2025CHF 146.6bCHF 51.3bCHF 7.5b16.2x19.6x2.9x
Sun, 20 Apr 2025CHF 132.3bCHF 51.0bCHF 7.5b14.1x17.7x2.6x
Tue, 18 Mar 2025CHF 162.3bCHF 53.9bCHF 7.8b17.7x20.9x3x
Thu, 13 Feb 2025CHF 167.3bCHF 55.2bCHF 7.8b16.4x21.6x3x
Sat, 11 Jan 2025CHF 162.9bCHF 53.8bCHF 6.6b20.4x24.8x3x
Mon, 09 Dec 2024CHF 158.8bCHF 52.0bCHF 6.4b20.8x24.9x3.1x
Wed, 06 Nov 2024CHF 148.8bCHF 51.3bCHF 6.3b17.5x23.6x2.9x
Fri, 04 Oct 2024CHF 146.9bCHF 50.4bCHF 4.5b19.3x33x2.9x
Sun, 01 Sep 2024CHF 144.4bCHF 50.3bCHF 4.5b16.6x32.2x2.9x
Tue, 30 Jul 2024CHF 144.5bCHF 49.3bCHF 27.7b16.4x5.2x2.9x
Thu, 27 Jun 2024CHF 143.0bCHF 49.9bCHF 28.1b15.3x5.1x2.9x
Sat, 25 May 2024CHF 152.2bCHF 50.6bCHF 28.6b16.3x5.3x3x
Mon, 22 Apr 2024CHF 140.2bCHF 46.9bCHF 27.8b16x5x3x
Wed, 20 Mar 2024CHF 149.3bCHF 46.3bCHF 28.3b17.5x5.3x3.2x
Fri, 16 Feb 2024CHF 137.5bCHF 45.8bCHF 28.0b15.8x4.9x3x
Sun, 14 Jan 2024CHF 140.7bCHF 71.2bCHF 34.7b14.5x4.1x2x
Tue, 12 Dec 2023CHF 139.6bCHF 72.2bCHF 35.5b13.8x3.9x1.9x
Thu, 09 Nov 2023CHF 127.1bCHF 72.9bCHF 36.1b12.5x3.5x1.7x
Sat, 07 Oct 2023CHF 128.6bCHF 70.3bCHF 38.6b13.7x3.3x1.8x
Mon, 04 Sep 2023CHF 130.9bCHF 69.3bCHF 37.8b13.6x3.5x1.9x
Wed, 02 Aug 2023CHF 114.3bCHF 69.0bCHF 13.7b14.4x8.4x1.7x
Fri, 30 Jun 2023CHF 104.3bCHF 69.5bCHF 13.8b13.5x7.6x1.5x
Sun, 28 May 2023CHF 104.3bCHF 69.7bCHF 13.9b14.6x7.5x1.5x
Tue, 25 Apr 2023CHF 110.4bCHF 55.9bCHF 2.0b15.4x54.7x2x
Thu, 23 Mar 2023CHF 109.8bCHF 57.1bCHF 2.3b14.9x47.6x1.9x
Sat, 18 Feb 2023CHF 125.4bCHF 58.1bCHF 2.6b14.5x47.7x2.2x
Mon, 16 Jan 2023CHF 122.4bCHF 59.9bCHF 1.7b14.5x70.3x2x
Wed, 14 Dec 2022CHF 116.4bCHF 60.0bCHF 1.7b12.8x66.6x1.9x
Fri, 11 Nov 2022CHF 114.5bCHF 61.4bCHF 2.0b12.3x57.9x1.9x
Sun, 09 Oct 2022CHF 102.5bCHF 65.0bCHF 7.2b9.9x14.2x1.6x
Tue, 06 Sep 2022CHF 111.1bCHF 64.7bCHF 7.2b10.1x15.4x1.7x
Thu, 04 Aug 2022CHF 114.3bCHF 64.4bCHF 7.5b10.5x15.2x1.8x
Sat, 02 Jul 2022CHF 107.1bCHF 66.1bCHF 9.5b9.9x11.3x1.6x
Mon, 30 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 7.5% per year over the last three years,
  • Revenues have also declined 8.1% 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 Market1.94%
Financials-0.55%
Capital Markets-2.95%
Investment Banking and Brokerage2.58%
Diversified Capital Markets-2.87%
Asset Management-3.86%
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 Asset Management industry, which is trading close to its 3-year average of 21.0x.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Capital Markets industry, expecting annual earnings growth of 24% 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 463.602.2%
+CHF 152.4m		67.8%PE23.5x
CFT Compagnie Financière TraditionCHF 243.006.1%
+CHF 108.1m		56.8%PE16.2x
BBN Bellevue GroupCHF 9.4411.1%
+CHF 12.4m		-50.7%PE13.6x
VPBN VP BankCHF 83.802.2%
+CHF 11.2m		-0.5%PE28.1x
EFGN EFG InternationalCHF 13.500.1%
+CHF 6.0m		11.6%PE13.4x
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Latest News

CFT

CHF 243.00

Compagnie Financière Tradition

7D

6.1%

1Y

56.8%

PGHN

CHF 1,130.00

Partners Group Holding

7D

-5.0%

1Y

-10.2%

UBSG

CHF 26.58

UBS Group

7D

-4.0%

1Y

-4.9%

NBEN

CHF 6.25

nebag ag

7D

-4.6%

1Y

-15.5%

SQN

CHF 463.60

Swissquote Group Holding

7D

2.2%

1Y

67.8%

author-image

Interest Rate Cuts And European Competition Will Pressure Profits Yet AI Investments Will Sustain Performance

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 10.50

Valartis Group

7D

-8.7%

1Y

-8.7%

VZN

CHF 175.00

VZ Holding

7D

-1.7%

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

-62.0%

VPBN

CHF 83.80

VP Bank

7D

2.2%

1Y

-0.5%

BAER

CHF 54.06

Julius Bär Gruppe

7D

-8.6%

1Y

-3.5%

VONN

CHF 62.80

Vontobel Holding

7D

-0.8%

1Y

13.2%

EFGN

CHF 13.50

EFG International

7D

0.1%

1Y

11.6%

LEON

CHF 16.96

Leonteq

7D

-6.8%

1Y

-36.0%

BBN

CHF 9.44

Bellevue Group

7D

11.1%

1Y

-50.7%

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 143.50

Haute Capital Partners

7D

0.7%

1Y

19.6%