Narrative Update • May 10

Over the last 7 days, the Electrical industry has dropped 2.0%, driven by a pullback from ABB of 1.8%. In the past year, the industry has gained 68%. As for the next few years, earnings are expected to grow by 8.0% per annum.
Has the Swiss Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 20 May 2026 | CHF 158.4b | CHF 30.4b | CHF 4.2b | 39.9x | 37.9x | 5.2x |
| Fri, 17 Apr 2026 | CHF 144.4b | CHF 29.1b | CHF 3.9b | 39.2x | 36.9x | 5x |
| Sun, 15 Mar 2026 | CHF 131.3b | CHF 28.9b | CHF 3.9b | 42.6x | 34x | 4.5x |
| Tue, 10 Feb 2026 | CHF 135.0b | CHF 28.1b | CHF 3.8b | 45x | 35.9x | 4.8x |
| Thu, 08 Jan 2026 | CHF 120.6b | CHF 30.1b | CHF 3.8b | 38.1x | 31.7x | 4x |
| Sat, 06 Dec 2025 | CHF 116.0b | CHF 30.4b | CHF 3.8b | 37.6x | 30.2x | 3.8x |
| Mon, 03 Nov 2025 | CHF 118.1b | CHF 30.4b | CHF 3.8b | 30.3x | 30.7x | 3.9x |
| Wed, 01 Oct 2025 | CHF 113.7b | CHF 29.4b | CHF 3.6b | 31.3x | 31.6x | 3.9x |
| Fri, 29 Aug 2025 | CHF 108.3b | CHF 29.5b | CHF 3.6b | 29.6x | 30x | 3.7x |
| Sun, 27 Jul 2025 | CHF 105.8b | CHF 29.3b | CHF 3.6b | 29.1x | 29.6x | 3.6x |
| Tue, 24 Jun 2025 | CHF 91.5b | CHF 29.3b | CHF 3.6b | 22.5x | 25.4x | 3.1x |
| Thu, 22 May 2025 | CHF 93.6b | CHF 29.8b | CHF 3.7b | 20.5x | 25.5x | 3.1x |
| Sat, 19 Apr 2025 | CHF 82.9b | CHF 29.5b | CHF 3.6b | 17.3x | 22.8x | 2.8x |
| Mon, 17 Mar 2025 | CHF 96.3b | CHF 32.0b | CHF 3.8b | 22.8x | 25.6x | 3x |
| Wed, 12 Feb 2025 | CHF 99.4b | CHF 32.8b | CHF 3.8b | 24x | 25.8x | 3x |
| Fri, 10 Jan 2025 | CHF 98.6b | CHF 32.4b | CHF 3.8b | 23.8x | 26x | 3x |
| Sun, 08 Dec 2024 | CHF 102.6b | CHF 31.3b | CHF 3.6b | 24.6x | 28.1x | 3.3x |
| Tue, 05 Nov 2024 | CHF 95.9b | CHF 30.8b | CHF 3.6b | 24.9x | 26.6x | 3.1x |
| Thu, 03 Oct 2024 | CHF 97.1b | CHF 30.1b | CHF 3.5b | 26.5x | 27.9x | 3.2x |
| Sat, 31 Aug 2024 | CHF 96.5b | CHF 30.2b | CHF 3.5b | 26.2x | 27.8x | 3.2x |
| Mon, 29 Jul 2024 | CHF 95.6b | CHF 31.3b | CHF 3.6b | 23.8x | 26.5x | 3x |
| Wed, 26 Jun 2024 | CHF 96.4b | CHF 31.7b | CHF 3.5b | 24.4x | 27.6x | 3x |
| Fri, 24 May 2024 | CHF 96.7b | CHF 32.6b | CHF 3.6b | 27.2x | 27.1x | 3x |
| Sun, 21 Apr 2024 | CHF 88.3b | CHF 32.5b | CHF 3.6b | 25x | 24.8x | 2.7x |
| Tue, 19 Mar 2024 | CHF 83.2b | CHF 31.6b | CHF 3.6b | 20.7x | 23.1x | 2.6x |
| Thu, 15 Feb 2024 | CHF 76.7b | CHF 31.6b | CHF 3.6b | 14.5x | 21.2x | 2.4x |
| Sat, 13 Jan 2024 | CHF 72.4b | CHF 30.0b | CHF 3.6b | 17.4x | 19.9x | 2.4x |
| Mon, 11 Dec 2023 | CHF 70.8b | CHF 30.9b | CHF 3.7b | 17.3x | 18.9x | 2.3x |
| Wed, 08 Nov 2023 | CHF 61.4b | CHF 31.6b | CHF 3.8b | 15.4x | 16x | 1.9x |
| Fri, 06 Oct 2023 | CHF 64.7b | CHF 31.5b | CHF 3.4b | 17x | 18.9x | 2.1x |
| Sun, 03 Sep 2023 | CHF 66.2b | CHF 30.5b | CHF 3.3b | 18x | 19.8x | 2.2x |
| Tue, 01 Aug 2023 | CHF 69.2b | CHF 30.0b | CHF 3.3b | 18.3x | 21.1x | 2.3x |
| Thu, 29 Jun 2023 | CHF 71.1b | CHF 30.1b | CHF 2.9b | 17.2x | 24.4x | 2.4x |
| Sat, 27 May 2023 | CHF 69.3b | CHF 30.3b | CHF 2.9b | 17.5x | 23.6x | 2.3x |
23.6x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | 1.30% | |
| Industrials | -1.41% | |
| Electrical | -2.03% | |
| Electrical Components | -2.00% | |
| Heavy Electrical Equipment | -2.45% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GAV Carlo Gavazzi Holding | CHF 155.00 | 2.6% +CHF 2.8m | -27.9% | PE54.2x | |
| PMN Phoenix Mecano | CHF 438.00 | 0.7% +CHF 2.8m | -7.2% | PE14.5x |