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Swiss (SMI) Capital Markets Industry Analysis

UpdatedSep 06, 2024
DataAggregated Company Financials
Companies21
  • 7D-5.8%
  • 3M-9.4%
  • 1Y7.2%
  • YTD0.7%

Over the last 7 days, the Capital Markets industry has dropped 5.4%, driven by UBS Group declining 4.6%. In contrast, VT5 Acquisition has gained 13%. Over the past 12 months, the industry was up 6.9%. Looking forward, earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 06 Sep 2024CHF 136.7bCHF 50.0bCHF 4.4b16.1x30.9x2.7x
Sun, 04 Aug 2024CHF 133.8bCHF 48.2bCHF 26.9b16x5x2.8x
Tue, 02 Jul 2024CHF 145.6bCHF 50.1bCHF 28.2b15.2x5.2x2.9x
Thu, 30 May 2024CHF 149.6bCHF 50.6bCHF 28.5b15.8x5.2x3x
Sat, 27 Apr 2024CHF 138.6bCHF 47.0bCHF 27.9b16.5x5x2.9x
Mon, 25 Mar 2024CHF 151.9bCHF 46.6bCHF 28.5b17.4x5.3x3.3x
Wed, 21 Feb 2024CHF 137.6bCHF 45.9bCHF 28.0b16.1x4.9x3x
Fri, 19 Jan 2024CHF 140.4bCHF 71.8bCHF 35.2b14.1x4x2x
Sun, 17 Dec 2023CHF 143.2bCHF 71.8bCHF 35.3b14x4.1x2x
Tue, 14 Nov 2023CHF 126.5bCHF 73.0bCHF 36.2b12.8x3.5x1.7x
Thu, 12 Oct 2023CHF 130.6bCHF 70.1bCHF 38.4b13.3x3.4x1.9x
Sat, 09 Sep 2023CHF 130.1bCHF 69.7bCHF 38.1b13.5x3.4x1.9x
Mon, 07 Aug 2023CHF 113.7bCHF 68.9bCHF 13.9b14.5x8.2x1.7x
Wed, 05 Jul 2023CHF 105.2bCHF 69.4bCHF 13.7b13.2x7.7x1.5x
Fri, 02 Jun 2023CHF 103.4bCHF 69.8bCHF 13.9b14.5x7.5x1.5x
Sun, 30 Apr 2023CHF 108.8bCHF 69.4bCHF 13.8b14.8x7.9x1.6x
Tue, 28 Mar 2023CHF 105.2bCHF 56.9bCHF 2.3b14.7x46.7x1.8x
Thu, 23 Feb 2023CHF 123.5bCHF 58.2bCHF 2.6b14.7x46.6x2.1x
Sat, 21 Jan 2023CHF 123.4bCHF 59.8bCHF 1.7b14.8x72x2.1x
Mon, 19 Dec 2022CHF 109.9bCHF 60.2bCHF 1.8b12.7x61.1x1.8x
Wed, 16 Nov 2022CHF 118.6bCHF 60.6bCHF 1.8b13x65.7x2x
Fri, 14 Oct 2022CHF 101.1bCHF 65.4bCHF 7.3b9.5x13.8x1.5x
Sun, 11 Sep 2022CHF 113.7bCHF 64.0bCHF 7.1b10.3x16.1x1.8x
Tue, 09 Aug 2022CHF 116.1bCHF 64.0bCHF 7.5b10.5x15.6x1.8x
Thu, 07 Jul 2022CHF 108.6bCHF 66.4bCHF 9.5b9.8x11.4x1.6x
Sat, 04 Jun 2022CHF 128.3bCHF 66.1bCHF 9.5b10.3x13.5x1.9x
Mon, 02 May 2022CHF 125.5bCHF 66.7bCHF 9.6b11.1x13.1x1.9x
Wed, 30 Mar 2022CHF 139.8bCHF 63.3bCHF 9.0b11.2x15.6x2.2x
Fri, 25 Feb 2022CHF 137.1bCHF 62.5bCHF 8.8b11.2x15.6x2.2x
Sun, 23 Jan 2022CHF 144.6bCHF 61.2bCHF 10.1b13.9x14.3x2.4x
Tue, 21 Dec 2021CHF 142.0bCHF 61.5bCHF 10.1b13.9x14x2.3x
Thu, 18 Nov 2021CHF 156.4bCHF 61.9bCHF 10.2b14.5x15.3x2.5x
Sat, 16 Oct 2021CHF 148.2bCHF 60.9bCHF 10.1b14.4x14.6x2.4x
Mon, 13 Sep 2021CHF 148.5bCHF 61.0bCHF 10.1b15.3x14.7x2.4x
Price to Earnings Ratio

14.7x


Total Market Cap: CHF 148.5bTotal Earnings: CHF 10.1bTotal Revenue: CHF 61.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Capital Markets Industry Price to Earnings3Y Average 17.8x202220232024
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 31.0x which is higher than its 3-year average PE of 17.8x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.7x.
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 6.3% 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 Market-2.81%
Financials-2.32%
Capital Markets-5.76%
Financial Exchanges and Data0%
Investment Banking and Brokerage-4.11%
Diversified Capital Markets-4.64%
Asset Management-7.64%
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 33.5%, 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 33% over the next 5 years.
  • This is better than its past earnings decline of 93% per year.
  • In contrast, the Asset Management industry is expected to see its earnings grow by 15% 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 AcquisitionCHF 11.4012.9%
+CHF 28.3m		21.3%n/a
CFT Compagnie Financière TraditionCHF 154.002.3%
+CHF 18.5m		31.6%PE11.6x
VPBN VP BankCHF 76.202.1%
+CHF 9.9m		-13.6%PE15.6x
GAM GAM HoldingCHF 0.1910.6%
+CHF 2.9m		-57.3%PS0.3x
NBEN nebag agCHF 6.801.5%
+CHF 912.7k		-15.0%PS27.4x
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