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Swiss (SMI) Capital Markets Industry Analysis

UpdatedJul 29, 2024
DataAggregated Company Financials
Companies22
  • 7D-2.1%
  • 3M7.0%
  • 1Y25.6%
  • YTD7.3%

Over the last 7 days, the Capital Markets industry has dropped 2.1%, driven by UBS Group declining 1.5%. Meanwhile, Leonteq actually outperformed within the industry, gaining 11% in the last week. In the past year, the industry has gained 26%. As for the next few years, earnings are forecast to decline by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Tue, 26 Apr 2022CHF 125.1bCHF 64.2bCHF 9.2b11x13.7x1.9x
Thu, 24 Mar 2022CHF 137.6bCHF 62.6bCHF 8.6b11.2x16x2.2x
Sat, 19 Feb 2022CHF 145.1bCHF 61.9bCHF 8.6b12x17x2.3x
Mon, 17 Jan 2022CHF 149.6bCHF 61.2bCHF 10.1b14.2x14.8x2.4x
Wed, 15 Dec 2021CHF 145.0bCHF 61.6bCHF 10.2b13.5x14.2x2.4x
Fri, 12 Nov 2021CHF 154.2bCHF 61.5bCHF 10.2b14.5x15.2x2.5x
Sun, 10 Oct 2021CHF 144.9bCHF 61.1bCHF 10.2b14.6x14.3x2.4x
Tue, 07 Sep 2021CHF 150.2bCHF 61.0bCHF 10.1b15.8x14.9x2.5x
Thu, 05 Aug 2021CHF 146.2bCHF 61.0bCHF 10.1b15x14.5x2.4x
Price to Earnings Ratio

14.5x


Total Market Cap: CHF 146.2bTotal Earnings: CHF 10.1bTotal Revenue: CHF 61.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Capital Markets Industry Price to Earnings3Y Average 17.6x202220232024
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 5.3x which is lower than its 3-year average PE of 17.6x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 3.0x.
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 6.9% 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-0.47%
Financials-0.68%
Capital Markets-2.06%
Investment Banking and Brokerage0.61%
Financial Exchanges and Data0%
Diversified Capital Markets-1.50%
Asset Management-3.22%
Industry PE
  • Investors are most optimistic about the Asset Management industry which is trading above its 3-year average PE ratio of 20.0x.
    • Analysts are expecting annual earnings growth of 15.1%, which is higher than its past year's earnings growth of 5.5% 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 16% 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 31% 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
LEON LeonteqCHF 25.0010.6%
+CHF 41.1m		-39.0%PE20.8x
VT5 VT5 AcquisitionCHF 11.4012.9%
+CHF 28.3m		21.3%n/a
VZN VZ HoldingCHF 118.600.5%
+CHF 23.6m		46.4%PE25x
VPBN VP BankCHF 74.205.4%
+CHF 23.4m		-17.9%PE10.3x
BBN Bellevue GroupCHF 18.301.7%
+CHF 3.9m		-31.1%PE16.4x
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nebag ag

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