Narrative Update • May 26

In the last week, Electrical has been flat. The past year has been better, since the industry has gained 82% in that time. As for the next few years, earnings are expected to grow by 8.1% per annum.
Has the Swiss Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 02 Jun 2026 | CHF 165.4b | CHF 30.1b | CHF 4.1b | 40x | 40x | 5.5x |
| Thu, 30 Apr 2026 | CHF 152.6b | CHF 30.5b | CHF 4.2b | 39.5x | 36.4x | 5x |
| Sat, 28 Mar 2026 | CHF 125.0b | CHF 29.2b | CHF 3.9b | 35.7x | 31.8x | 4.3x |
| Mon, 23 Feb 2026 | CHF 138.6b | CHF 28.4b | CHF 3.8b | 45.9x | 36.6x | 4.9x |
| Wed, 21 Jan 2026 | CHF 118.8b | CHF 29.9b | CHF 3.8b | 39.9x | 31.5x | 4x |
| Fri, 19 Dec 2025 | CHF 114.7b | CHF 30.1b | CHF 3.8b | 35.6x | 30.2x | 3.8x |
| Sun, 16 Nov 2025 | CHF 111.8b | CHF 30.0b | CHF 3.8b | 29.1x | 29.5x | 3.7x |
| Tue, 14 Oct 2025 | CHF 116.0b | CHF 29.7b | CHF 3.6b | 31.7x | 31.9x | 3.9x |
| Thu, 11 Sep 2025 | CHF 112.8b | CHF 29.5b | CHF 3.6b | 30.8x | 31.2x | 3.8x |
| Sat, 09 Aug 2025 | CHF 107.7b | CHF 29.7b | CHF 3.6b | 28.9x | 29.6x | 3.6x |
| Mon, 07 Jul 2025 | CHF 92.8b | CHF 28.7b | CHF 3.5b | 26x | 26.3x | 3.2x |
| Wed, 04 Jun 2025 | CHF 91.8b | CHF 29.7b | CHF 3.7b | 20.5x | 25.1x | 3.1x |
| Fri, 02 May 2025 | CHF 85.1b | CHF 29.9b | CHF 3.7b | 18.7x | 23.1x | 2.8x |
| Sun, 30 Mar 2025 | CHF 92.5b | CHF 31.8b | CHF 3.8b | 22.1x | 24.7x | 2.9x |
| Tue, 25 Feb 2025 | CHF 97.9b | CHF 32.2b | CHF 3.8b | 24.3x | 25.9x | 3x |
| Thu, 23 Jan 2025 | CHF 101.7b | CHF 32.2b | CHF 3.8b | 25.3x | 27x | 3.2x |
| Sat, 21 Dec 2024 | CHF 96.5b | CHF 31.8b | CHF 3.7b | 23.5x | 26.1x | 3x |
| Mon, 18 Nov 2024 | CHF 99.1b | CHF 31.6b | CHF 3.7b | 24.6x | 26.8x | 3.1x |
| Wed, 16 Oct 2024 | CHF 98.3b | CHF 30.6b | CHF 3.5b | 26.2x | 27.7x | 3.2x |
| Fri, 13 Sep 2024 | CHF 93.0b | CHF 30.3b | CHF 3.5b | 25.6x | 26.5x | 3.1x |
| Sun, 11 Aug 2024 | CHF 89.8b | CHF 30.7b | CHF 3.5b | 22.8x | 25.4x | 2.9x |
| Tue, 09 Jul 2024 | CHF 98.7b | CHF 31.8b | CHF 3.5b | 24.8x | 28.3x | 3.1x |
| Thu, 06 Jun 2024 | CHF 98.6b | CHF 31.6b | CHF 3.5b | 24.5x | 28.3x | 3.1x |
| Sat, 04 May 2024 | CHF 89.2b | CHF 32.3b | CHF 3.5b | 25.2x | 25.2x | 2.8x |
| Mon, 01 Apr 2024 | CHF 82.7b | CHF 32.2b | CHF 3.7b | 21.9x | 22.6x | 2.6x |
| Wed, 28 Feb 2024 | CHF 79.1b | CHF 31.4b | CHF 3.6b | 15x | 22.1x | 2.5x |
| Fri, 26 Jan 2024 | CHF 72.4b | CHF 30.5b | CHF 3.7b | 17.1x | 19.6x | 2.4x |
| Sun, 24 Dec 2023 | CHF 73.6b | CHF 30.1b | CHF 3.6b | 18.1x | 20.2x | 2.4x |
| Tue, 21 Nov 2023 | CHF 66.4b | CHF 31.0b | CHF 3.8b | 16.6x | 17.6x | 2.1x |
| Thu, 19 Oct 2023 | CHF 60.8b | CHF 31.5b | CHF 3.8b | 15.1x | 15.9x | 1.9x |
| Sat, 16 Sep 2023 | CHF 64.7b | CHF 30.9b | CHF 3.4b | 17.6x | 19.3x | 2.1x |
| Mon, 14 Aug 2023 | CHF 67.2b | CHF 30.2b | CHF 3.3b | 18.1x | 20.3x | 2.2x |
| Wed, 12 Jul 2023 | CHF 69.0b | CHF 29.6b | CHF 2.9b | 17.5x | 24.1x | 2.3x |
| Fri, 09 Jun 2023 | CHF 68.1b | CHF 30.2b | CHF 2.9b | 17.4x | 23.3x | 2.3x |
23.3x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | 0.62% | |
| Industrials | 0.81% | |
| Electrical | -0.27% | |
| Electrical Components | -0.19% | |
| Heavy Electrical Equipment | -1.66% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PMN Phoenix Mecano | CHF 439.00 | 2.3% +CHF 9.2m | -3.1% | PE14.6x | |
| GAV Carlo Gavazzi Holding | CHF 154.00 | 0.7% +CHF 710.7k | -22.6% | PE53.9x |