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Swiss (SMI) Capital Markets Industry Analysis

UpdatedJun 16, 2024
DataAggregated Company Financials
Companies23
  • 7D-3.9%
  • 3M-4.4%
  • 1Y33.0%
  • YTD6.8%

Over the last 7 days, the Capital Markets industry has dropped 3.9%, driven by a pullback from UBS Group of 5.3%. In contrast, VT5 Acquisition has gained 13%. Over the past 12 months, the industry was up 33%. Looking forward, earnings are forecast to decline by 15% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Jun 2024CHF144.8bCHF49.6bCHF27.9b14.8x5.2x2.9x
Tue, 14 May 2024CHF148.2bCHF50.3bCHF28.4b16.5x5.2x2.9x
Thu, 11 Apr 2024CHF147.9bCHF47.0bCHF27.9b17x5.3x3.1x
Sat, 09 Mar 2024CHF148.2bCHF45.8bCHF28.0b16.5x5.3x3.2x
Mon, 05 Feb 2024CHF143.4bCHF70.9bCHF34.6b15x4.1x2x
Wed, 03 Jan 2024CHF144.9bCHF70.8bCHF34.4b14.4x4.2x2x
Fri, 01 Dec 2023CHF137.1bCHF71.9bCHF35.3b13.7x3.9x1.9x
Sun, 29 Oct 2023CHF121.8bCHF70.0bCHF38.4b13.2x3.2x1.7x
Tue, 26 Sep 2023CHF131.2bCHF70.4bCHF38.7b13.7x3.4x1.9x
Thu, 24 Aug 2023CHF117.9bCHF69.2bCHF14.0b13.3x8.4x1.7x
Sat, 22 Jul 2023CHF110.2bCHF68.4bCHF13.5b13.7x8.1x1.6x
Mon, 19 Jun 2023CHF107.5bCHF69.3bCHF13.8b14.1x7.8x1.6x
Wed, 17 May 2023CHF103.2bCHF69.4bCHF13.8b14.4x7.5x1.5x
Fri, 14 Apr 2023CHF112.4bCHF55.9bCHF2.0b15.2x55.8x2x
Sun, 12 Mar 2023CHF117.2bCHF57.9bCHF2.6b15x45.5x2x
Tue, 07 Feb 2023CHF126.3bCHF55.7bCHF2.1b14.5x61.2x2.3x
Thu, 05 Jan 2023CHF118.0bCHF60.0bCHF1.8b13.1x67.4x2x
Sat, 03 Dec 2022CHF113.2bCHF60.4bCHF1.8b12.6x61.5x1.9x
Mon, 31 Oct 2022CHF107.5bCHF62.6bCHF2.3b10.4x47x1.7x
Wed, 28 Sep 2022CHF100.4bCHF65.0bCHF7.2b9.9x13.9x1.5x
Fri, 26 Aug 2022CHF114.1bCHF64.3bCHF7.2b11x15.8x1.8x
Sun, 24 Jul 2022CHF114.9bCHF66.1bCHF9.5b9.4x12.1x1.7x
Tue, 21 Jun 2022CHF111.2bCHF66.3bCHF9.5b10x11.7x1.7x
Thu, 19 May 2022CHF125.7bCHF67.0bCHF9.7b10x13x1.9x
Sat, 16 Apr 2022CHF130.3bCHF63.6bCHF9.0b11x14.4x2x
Mon, 14 Mar 2022CHF125.6bCHF62.6bCHF8.6b10.3x14.6x2x
Wed, 09 Feb 2022CHF148.2bCHF62.3bCHF10.2b13x14.6x2.4x
Fri, 07 Jan 2022CHF148.6bCHF61.4bCHF10.1b14.1x14.7x2.4x
Sun, 05 Dec 2021CHF144.2bCHF61.5bCHF10.1b13.6x14.2x2.3x
Tue, 02 Nov 2021CHF156.6bCHF60.7bCHF10.2b14.5x15.3x2.6x
Thu, 30 Sep 2021CHF142.8bCHF61.3bCHF10.2b14.6x14x2.3x
Sat, 28 Aug 2021CHF149.3bCHF61.0bCHF10.1b15.8x14.8x2.4x
Sun, 04 Jul 2021CHF137.4bCHF61.0bCHF10.1b13.6x13.6x2.3x
Price to Earnings Ratio

13.6x


Total Market Cap: CHF137.4bTotal Earnings: CHF10.1bTotal Revenue: CHF61.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Capital Markets Industry Price to Earnings3Y Average 18x202220232024
Current Industry PE
  • Investors are pessimistic on the Swiss Capital Markets industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 5.2x which is lower than its 3-year average PE of 18.0x.
  • The 3-year average PS ratio of 2.1x 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 grown 40% per year over the last three years.
  • Meanwhile revenues for these companies have declined 6.7% 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 Market-1.60%
Financials-2.80%
Capital Markets-3.93%
Financial Exchanges and Data0%
Asset Management-1.55%
Investment Banking and Brokerage-4.82%
Diversified Capital Markets-5.28%
Industry PE
  • Investors are most optimistic about the Asset Management industry which is trading above its 3-year average PE ratio of 19.8x.
    • Analysts are expecting annual earnings growth of 14.7%, which is higher than its past year's earnings decline of 0.1% 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 Investment Banking and Brokerage industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 6.0% per year.
  • In contrast, the Diversified Capital Markets industry is expected to see its earnings decline by 33% 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
VT5 VT5 AcquisitionCHF11.4012.9%
+CHF28.3m
21.3%n/a
AIRE AiresisCHF0.4820.0%
+CHF5.0m
-22.6%PS0.2x
GAM GAM HoldingCHF0.252.8%
+CHF1.1m
-57.2%PS0.3x
NBEN nebag agCHF7.301.4%
+CHF912.7k
-9.3%PS29.4x
VARE Varia Europe PropertiesCHF0.575.6%
+CHF855.4k
-16.2%PB0.7x
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Latest News

CFT

CHF136.00

Compagnie Financière Tradition

7D

-6.8%

1Y

10.6%

PGHN

CHF1,154.50

Partners Group Holding

7D

-0.9%

1Y

30.4%

EFGN

CHF12.30

EFG International

7D

-6.1%

1Y

33.7%

GAM

CHF0.25

GAM Holding

7D

2.8%

1Y

-57.2%

VARE

CHF0.57

Varia Europe Properties

7D

5.6%

1Y

-16.2%

NBEN

CHF7.30

nebag ag

7D

1.4%

1Y

-9.3%

BAER

CHF50.60

Julius Bär Gruppe

7D

-1.4%

1Y

-11.7%

AIRE

CHF0.48

Airesis

7D

20.0%

1Y

-22.6%

LEON

CHF23.60

Leonteq

7D

-6.2%

1Y

-47.6%

VT5

CHF11.40

VT5 Acquisition

7D

12.9%

1Y

21.3%