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Swiss (SMI) Capital Markets Industry Analysis

UpdatedAug 10, 2025
DataAggregated Company Financials
Companies17
  • 7D4.0%
  • 3M10.7%
  • 1Y25.1%
  • YTD8.5%

In the last week, the Capital Markets industry is up 4.0%, with UBS Group up 4.9%. This takes the industry's 12 month performance to a gain of 25%. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 10 Aug 2025CHF 168.9bCHF 49.6bCHF 8.3b19.9x20.4x3.4x
Tue, 08 Jul 2025CHF 147.2bCHF 49.9bCHF 7.3b14.8x20.1x3x
Thu, 05 Jun 2025CHF 146.7bCHF 50.8bCHF 7.4b14.7x19.8x2.9x
Sat, 03 May 2025CHF 140.9bCHF 51.2bCHF 7.5b14.7x18.9x2.8x
Mon, 31 Mar 2025CHF 157.9bCHF 54.1bCHF 7.8b13.5x20.3x2.9x
Wed, 26 Feb 2025CHF 164.4bCHF 54.3bCHF 7.7b16.5x21.5x3x
Fri, 24 Jan 2025CHF 173.3bCHF 53.3bCHF 6.5b21.4x26.6x3.2x
Sun, 22 Dec 2024CHF 149.1bCHF 52.7bCHF 6.4b19.6x23.1x2.8x
Tue, 19 Nov 2024CHF 152.8bCHF 52.4bCHF 6.4b19.3x23.8x2.9x
Thu, 17 Oct 2024CHF 153.1bCHF 50.7bCHF 4.5b17.8x34.2x3x
Sat, 14 Sep 2024CHF 139.9bCHF 50.1bCHF 4.4b16x31.6x2.8x
Mon, 12 Aug 2024CHF 136.7bCHF 48.4bCHF 27.1b15.3x5x2.8x
Wed, 10 Jul 2024CHF 147.9bCHF 49.9bCHF 28.1b15.6x5.3x3x
Fri, 07 Jun 2024CHF 151.2bCHF 49.6bCHF 27.9b15.2x5.4x3.1x
Sun, 05 May 2024CHF 138.4bCHF 46.7bCHF 27.7b16.1x5x3x
Tue, 02 Apr 2024CHF 150.8bCHF 46.5bCHF 27.6b17.3x5.5x3.2x
Thu, 29 Feb 2024CHF 140.8bCHF 45.8bCHF 28.0b14.5x5x3.1x
Sat, 27 Jan 2024CHF 142.9bCHF 71.6bCHF 35.1b14.7x4.1x2x
Mon, 25 Dec 2023CHF 145.9bCHF 71.3bCHF 34.8b14.2x4.2x2x
Wed, 22 Nov 2023CHF 131.6bCHF 72.3bCHF 35.7b13.2x3.7x1.8x
Fri, 20 Oct 2023CHF 124.6bCHF 69.8bCHF 38.2b12.9x3.3x1.8x
Sun, 17 Sep 2023CHF 133.2bCHF 69.9bCHF 38.2b14x3.5x1.9x
Tue, 15 Aug 2023CHF 117.4bCHF 69.0bCHF 14.0b13.9x8.4x1.7x
Thu, 13 Jul 2023CHF 105.1bCHF 68.4bCHF 13.5b13.3x7.8x1.5x
Sat, 10 Jun 2023CHF 105.5bCHF 69.6bCHF 13.8b14.5x7.6x1.5x
Mon, 08 May 2023CHF 105.1bCHF 69.2bCHF 13.8b14.3x7.6x1.5x
Wed, 05 Apr 2023CHF 110.6bCHF 56.6bCHF 2.2b15.1x50.7x2x
Fri, 03 Mar 2023CHF 123.4bCHF 58.7bCHF 2.7b14.7x45x2.1x
Sun, 29 Jan 2023CHF 125.7bCHF 59.8bCHF 1.7b14.2x73.7x2.1x
Tue, 27 Dec 2022CHF 112.8bCHF 60.2bCHF 1.8b12.7x62.8x1.9x
Thu, 24 Nov 2022CHF 114.6bCHF 60.5bCHF 1.9b12.7x61.5x1.9x
Sat, 22 Oct 2022CHF 103.5bCHF 65.5bCHF 7.3b9.7x14.1x1.6x
Mon, 19 Sep 2022CHF 111.5bCHF 64.1bCHF 7.1b10.2x15.8x1.7x
Wed, 17 Aug 2022CHF 118.0bCHF 63.8bCHF 7.1b11.3x16.6x1.9x
Price to Earnings Ratio

16.6x


Total Market Cap: CHF 118.0bTotal Earnings: CHF 7.1bTotal Revenue: CHF 63.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Capital Markets Industry Price to Earnings3Y Average 20.7x202320242025
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 20.7x.
  • The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 3.4x.
Past Earnings Growth
  • The earnings for companies in the Capital Markets industry have grown 5.1% per year over the last three years.
  • Meanwhile revenues for these companies have declined 8.0% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

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

CH Market0.21%
Financials3.33%
Capital Markets4.03%
Diversified Capital Markets4.93%
Investment Banking and Brokerage3.62%
Asset Management2.54%
Industry PE
  • Investors are most optimistic about the Investment Banking and Brokerage industry which is trading above its 3-year average PE ratio of 15.7x.
    • Analysts are expecting annual earnings growth of 8.5%, 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 24% over the next 5 years.
  • However this is lower than its past earnings growth rate of 231% per year.
  • In contrast, the Investment Banking and Brokerage industry is expected to see its earnings grow by 8.5% 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 31.944.9%
+CHF 4.8b		29.1%PE19.9x
PGHN Partners Group HoldingCHF 1.14k3.6%
+CHF 1.0b		1.5%PE26.2x
BAER Julius Bär GruppeCHF 57.383.9%
+CHF 442.5m		21.4%PE13.6x
SQN Swissquote Group HoldingCHF 566.504.0%
+CHF 328.7m		103.3%PE28.8x
CFT Compagnie Financière TraditionCHF 240.001.7%
+CHF 30.9m		67.8%PE16x

Latest News

VZN
CHF 170.00
VZ Holding
7D
-1.5%
1Y
43.1%
SQN
CHF 566.50
Swissquote Group Holding
7D
4.0%
1Y
103.3%
UBSG
CHF 31.94
UBS Group
7D
4.9%
1Y
29.1%
VONN
CHF 59.90
Vontobel Holding
7D
0.8%
1Y
7.2%
PGHN
CHF 1,141.00
Partners Group Holding
7D
3.6%
1Y
1.5%
EFGN
CHF 16.24
EFG International
7D
0.6%
1Y
39.5%
BAER
CHF 57.38
Julius Bär Gruppe
7D
3.9%
1Y
21.4%
VPBN
CHF 78.80
VP Bank
7D
1.5%
1Y
11.0%
ALPN
CHF 8.00
Alpine Select
7D
-0.6%
1Y
3.9%
CFT
CHF 240.00
Compagnie Financière Tradition
7D
1.7%
1Y
67.8%

Compagnie Financière Tradition (VTX:CFT) Ticks All The Boxes When It Comes To Earnings Growth

Jun 28
Compagnie Financière Tradition (VTX:CFT) Ticks All The Boxes When It Comes To Earnings Growth
GAM
CHF 0.10
GAM Holding
7D
-1.0%
1Y
-56.5%

There's No Escaping GAM Holding AG's (VTX:GAM) Muted Revenues

Jun 21
There's No Escaping GAM Holding AG's (VTX:GAM) Muted Revenues
NBEN
CHF 6.20
nebag ag
7D
-1.6%
1Y
-11.4%
SQL
CHF 4.15
Matador Partners Group
7D
-6.1%
1Y
3.8%
HAUTE
CHF 161.20
Haute Capital Partners
7D
-0.2%
1Y
34.8%