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Swiss (SMI) Capital Markets Industry Analysis

UpdatedOct 20, 2024
DataAggregated Company Financials
Companies19
  • 7D3.3%
  • 3M5.1%
  • 1Y32.2%
  • YTD15.3%

In the last week, the Capital Markets industry is up 3.3%, with UBS Group up 4.4%. This takes the industry's 12 month performance to a gain of 32%. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 20 Oct 2024CHF 155.8bCHF 50.7bCHF 4.5b17.7x34.8x3.1x
Tue, 17 Sep 2024CHF 139.9bCHF 50.0bCHF 4.4b16.2x31.6x2.8x
Thu, 15 Aug 2024CHF 144.1bCHF 48.5bCHF 27.2b15x5.3x3x
Sat, 13 Jul 2024CHF 151.9bCHF 49.7bCHF 28.0b16x5.4x3.1x
Mon, 10 Jun 2024CHF 150.7bCHF 49.8bCHF 28.1b15x5.4x3x
Wed, 08 May 2024CHF 146.8bCHF 50.4bCHF 28.4b16.9x5.2x2.9x
Fri, 05 Apr 2024CHF 153.2bCHF 46.5bCHF 27.5b16.9x5.6x3.3x
Sun, 03 Mar 2024CHF 142.3bCHF 46.0bCHF 28.1b16.4x5.1x3.1x
Tue, 30 Jan 2024CHF 142.2bCHF 71.5bCHF 35.0b14.6x4.1x2x
Thu, 28 Dec 2023CHF 145.8bCHF 70.8bCHF 34.4b14.3x4.2x2.1x
Sat, 25 Nov 2023CHF 133.0bCHF 72.3bCHF 35.6b13.3x3.7x1.8x
Mon, 23 Oct 2023CHF 121.6bCHF 69.7bCHF 38.1b12.8x3.2x1.7x
Wed, 20 Sep 2023CHF 133.3bCHF 69.9bCHF 38.2b13.9x3.5x1.9x
Fri, 18 Aug 2023CHF 116.4bCHF 69.1bCHF 14.0b13.7x8.3x1.7x
Sun, 16 Jul 2023CHF 108.4bCHF 68.2bCHF 13.5b13.7x8x1.6x
Tue, 13 Jun 2023CHF 106.9bCHF 69.9bCHF 13.9b14.1x7.7x1.5x
Thu, 11 May 2023CHF 103.9bCHF 69.2bCHF 13.8b14.4x7.6x1.5x
Sat, 08 Apr 2023CHF 110.5bCHF 56.5bCHF 2.2b15.1x51.1x2x
Mon, 06 Mar 2023CHF 126.0bCHF 58.5bCHF 2.7b15.1x46.8x2.2x
Wed, 01 Feb 2023CHF 123.2bCHF 59.7bCHF 1.7b14.3x73x2.1x
Fri, 30 Dec 2022CHF 113.4bCHF 59.8bCHF 1.7b12.7x66x1.9x
Sun, 27 Nov 2022CHF 115.5bCHF 60.7bCHF 1.9b12.8x61.1x1.9x
Tue, 25 Oct 2022CHF 103.5bCHF 65.5bCHF 7.3b9.7x14.1x1.6x
Thu, 22 Sep 2022CHF 109.6bCHF 64.1bCHF 7.1b10.3x15.6x1.7x
Sat, 20 Aug 2022CHF 113.4bCHF 64.1bCHF 7.2b11.3x15.8x1.8x
Mon, 18 Jul 2022CHF 108.8bCHF 66.7bCHF 9.6b9.4x11.3x1.6x
Wed, 15 Jun 2022CHF 114.1bCHF 67.5bCHF 9.8b9.8x11.7x1.7x
Fri, 13 May 2022CHF 123.8bCHF 67.1bCHF 9.7b10.1x12.8x1.8x
Sun, 10 Apr 2022CHF 133.8bCHF 63.3bCHF 9.0b10.9x14.9x2.1x
Tue, 08 Mar 2022CHF 117.0bCHF 62.2bCHF 8.6b9.3x13.6x1.9x
Thu, 03 Feb 2022CHF 147.3bCHF 62.0bCHF 9.9b14x14.9x2.4x
Sat, 01 Jan 2022CHF 147.0bCHF 61.2bCHF 10.1b13.8x14.6x2.4x
Mon, 29 Nov 2021CHF 144.5bCHF 61.6bCHF 10.2b13.8x14.2x2.3x
Wed, 27 Oct 2021CHF 154.6bCHF 60.8bCHF 10.1b14.5x15.3x2.5x
Price to Earnings Ratio

15.3x


Total Market Cap: CHF 154.6bTotal Earnings: CHF 10.1bTotal Revenue: CHF 60.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Capital Markets Industry Price to Earnings3Y Average 18.5x202220232024
Current Industry PE
  • Investors are optimistic on the Swiss Capital Markets industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 34.8x which is higher than its 3-year average PE of 18.5x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Capital Markets industry have declined 24% per year over the last three years,
  • Revenues have also declined 5.9% 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 Market1.09%
Financials2.10%
Capital Markets3.30%
Diversified Capital Markets4.40%
Asset Management1.94%
Investment Banking and Brokerage0.23%
Financial Exchanges and Data0%
Industry PE
  • Investors are most optimistic about the Diversified Capital Markets industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 31.7%, which is higher than its past year's earnings decline of 92.5% per year.
  • Investors are most pessimistic about the Investment Banking and Brokerage industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 14.1x.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Capital Markets industry, expecting annual earnings growth of 32% over the next 5 years.
  • This is better than its past earnings decline of 93% per year.
  • In contrast, the Investment Banking and Brokerage industry is expected to see its earnings grow by 13% 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 28.464.4%
+CHF 3.8b		34.8%PE44.3x
BAER Julius Bär GruppeCHF 55.262.9%
+CHF 323.6m		2.4%PE30.2x
PGHN Partners Group HoldingCHF 1.29k0.9%
+CHF 313.3m		35.7%PE35.1x
VZN VZ HoldingCHF 143.605.1%
+CHF 276.4m		61.5%PE28x
VONN Vontobel HoldingCHF 57.803.4%
+CHF 106.9m		7.2%PE15x
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Latest News

UBSG

CHF 28.46

UBS Group

7D

4.4%

1Y

34.8%

VZN

CHF 143.60

VZ Holding

7D

5.1%

1Y

61.5%

Do VZ Holding's (VTX:VZN) Earnings Warrant Your Attention?

Oct 12
Do VZ Holding's (VTX:VZN) Earnings Warrant Your Attention?

LEON

CHF 26.75

Leonteq

7D

-3.4%

1Y

-29.4%

BAER

CHF 55.26

Julius Bär Gruppe

7D

2.9%

1Y

2.4%

EFGN

CHF 12.00

EFG International

7D

2.4%

1Y

14.7%

PGHN

CHF 1,289.50

Partners Group Holding

7D

0.9%

1Y

35.7%

CFT

CHF 159.00

Compagnie Financière Tradition

7D

-1.2%

1Y

38.9%

VPBN

CHF 70.80

VP Bank

7D

-0.3%

1Y

-16.3%

SQN

CHF 305.40

Swissquote Group Holding

7D

0.6%

1Y

90.3%

VONN

CHF 57.80

Vontobel Holding

7D

3.4%

1Y

7.2%

ONE

CHF 3.42

One Swiss Bank

7D

-7.6%

1Y

79.1%

VT5

CHF 11.40

VT5 Acquisition

7D

12.9%

1Y

21.3%