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Swiss (SMI) Capital Markets Industry Analysis

UpdatedMay 07, 2025
DataAggregated Company Financials
Companies19
  • 7D2.0%
  • 3M-11.5%
  • 1Y-0.9%
  • YTD-7.6%

Over the last 7 days, the Capital Markets industry has risen 2.0%, driven by gains from UBS Group of 1.8%. Overall in the last year, the industry is flat. 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
Wed, 07 May 2025CHF 141.5bCHF 51.0bCHF 7.4b14.9x19x2.8x
Fri, 04 Apr 2025CHF 141.6bCHF 53.0bCHF 7.7b13.2x18.4x2.7x
Sun, 02 Mar 2025CHF 167.3bCHF 54.8bCHF 7.7b19.8x21.7x3.1x
Tue, 28 Jan 2025CHF 173.4bCHF 53.0bCHF 6.5b21.4x26.8x3.3x
Thu, 26 Dec 2024CHF 150.6bCHF 53.0bCHF 6.5b19.8x23.2x2.8x
Sat, 23 Nov 2024CHF 154.6bCHF 52.7bCHF 6.5b19.6x23.9x2.9x
Mon, 21 Oct 2024CHF 155.8bCHF 50.7bCHF 4.5b17.7x34.8x3.1x
Wed, 18 Sep 2024CHF 141.5bCHF 50.1bCHF 4.4b16.2x31.9x2.8x
Fri, 16 Aug 2024CHF 144.1bCHF 51.3bCHF 4.5b17.4x31.9x2.8x
Sun, 14 Jul 2024CHF 151.9bCHF 49.7bCHF 28.0b16x5.4x3.1x
Tue, 11 Jun 2024CHF 150.7bCHF 49.8bCHF 28.1b15x5.4x3x
Thu, 09 May 2024CHF 145.3bCHF 50.3bCHF 28.4b16.3x5.1x2.9x
Sat, 06 Apr 2024CHF 151.4bCHF 46.5bCHF 27.6b16.8x5.5x3.3x
Mon, 04 Mar 2024CHF 142.3bCHF 46.0bCHF 28.1b16.4x5.1x3.1x
Wed, 31 Jan 2024CHF 144.3bCHF 71.5bCHF 35.0b14.6x4.1x2x
Fri, 29 Dec 2023CHF 144.3bCHF 70.7bCHF 34.3b14.3x4.2x2x
Sun, 26 Nov 2023CHF 133.0bCHF 72.3bCHF 35.6b13.3x3.7x1.8x
Tue, 24 Oct 2023CHF 122.3bCHF 69.7bCHF 38.1b13x3.2x1.8x
Thu, 21 Sep 2023CHF 134.7bCHF 69.8bCHF 38.2b14x3.5x1.9x
Sat, 19 Aug 2023CHF 115.7bCHF 69.3bCHF 14.0b13.8x8.3x1.7x
Mon, 17 Jul 2023CHF 108.4bCHF 68.2bCHF 13.5b13.7x8x1.6x
Wed, 14 Jun 2023CHF 107.7bCHF 69.7bCHF 13.9b14.1x7.8x1.5x
Fri, 12 May 2023CHF 103.6bCHF 69.4bCHF 13.8b14.2x7.5x1.5x
Sun, 09 Apr 2023CHF 110.5bCHF 56.5bCHF 2.2b15.1x51.1x2x
Tue, 07 Mar 2023CHF 126.5bCHF 58.3bCHF 2.7b15.1x47.7x2.2x
Thu, 02 Feb 2023CHF 123.1bCHF 58.9bCHF 1.9b14.3x63.5x2.1x
Sat, 31 Dec 2022CHF 113.4bCHF 59.9bCHF 1.7b12.8x65.5x1.9x
Mon, 28 Nov 2022CHF 115.5bCHF 60.7bCHF 1.9b12.8x61.1x1.9x
Wed, 26 Oct 2022CHF 111.9bCHF 65.2bCHF 7.3b10.2x15.4x1.7x
Fri, 23 Sep 2022CHF 105.5bCHF 64.7bCHF 7.2b10.1x14.7x1.6x
Sun, 21 Aug 2022CHF 113.4bCHF 64.1bCHF 7.2b11.3x15.8x1.8x
Tue, 19 Jul 2022CHF 108.8bCHF 66.7bCHF 9.6b9.4x11.3x1.6x
Thu, 16 Jun 2022CHF 116.2bCHF 67.5bCHF 9.8b10.1x11.9x1.7x
Sat, 14 May 2022CHF 125.2bCHF 67.5bCHF 9.8b10.1x12.8x1.9x
Price to Earnings Ratio

12.8x


Total Market Cap: CHF 125.2bTotal Earnings: CHF 9.8bTotal Revenue: CHF 67.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Capital Markets Industry Price to Earnings3Y Average 20x202320242025
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 20.0x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Capital Markets industry have declined 8.7% per year over the last three years,
  • Revenues have also declined 8.9% 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 Market1.75%
Financials2.76%
Capital Markets2.02%
Investment Banking and Brokerage5.37%
Asset Management1.88%
Diversified Capital Markets1.76%
Industry PE
  • Investors are most optimistic about the Investment Banking and Brokerage industry which is trading above its 3-year average PE ratio of 14.7x.
    • Analysts are expecting annual earnings growth of 9.1%, 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 31% 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 9.1% 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 25.432.2%
+CHF 1.7b		-3.4%PE18.9x
VZN VZ HoldingCHF 175.803.5%
+CHF 236.9m		59.5%PE31.8x
SQN Swissquote Group HoldingCHF 438.803.7%
+CHF 236.1m		65.3%PE22.3x
BAER Julius Bär GruppeCHF 54.261.9%
+CHF 209.0m		3.3%PE10.9x
EFGN EFG InternationalCHF 12.803.1%
+CHF 113.8m		10.5%PE12.7x
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Latest News

UBSG

CHF 25.43

UBS Group

7D

2.2%

1Y

-3.4%

CFT

CHF 223.00

Compagnie Financière Tradition

7D

2.3%

1Y

50.7%

VZN

CHF 175.80

VZ Holding

7D

3.5%

1Y

59.5%

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May 05
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SQN

CHF 438.80

Swissquote Group Holding

7D

3.7%

1Y

65.3%

PGHN

CHF 1,073.00

Partners Group Holding

7D

-0.2%

1Y

-13.3%

GAM

CHF 0.10

GAM Holding

7D

-2.4%

1Y

-62.4%

VPBN

CHF 81.60

VP Bank

7D

-0.7%

1Y

-8.3%

BAER

CHF 54.26

Julius Bär Gruppe

7D

1.9%

1Y

3.3%

VONN

CHF 61.50

Vontobel Holding

7D

3.4%

1Y

12.0%

EFGN

CHF 12.80

EFG International

7D

3.1%

1Y

10.5%

LEON

CHF 16.00

Leonteq

7D

3.4%

1Y

-36.1%

EEII

CHF 2.18

EEII

7D

-9.2%

1Y

-26.4%

BBN

CHF 8.50

Bellevue Group

7D

-1.2%

1Y

-55.0%

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Mar 29
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