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Swiss (SMI) Chemicals Industry Analysis

UpdatedAug 16, 2026
DataAggregated Company Financials
Companies5
  • 7D-2.2%
  • 3M26.4%
  • 1Y6.5%
  • YTD18.6%

Over the last 7 days, the Chemicals industry has dropped 2.2%, driven by a pullback from Givaudan of 2.9%. Meanwhile, Clariant actually outperformed within the industry, gaining 8.5% in the last week. In the past year, the industry has gained 6.5%. Looking forward, earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

Has the Swiss Chemicals Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Aug 2026CHF 83.2bCHF 24.6bCHF 2.4b31.7x35.1x3.4x
Tue, 14 Jul 2026CHF 77.4bCHF 24.9bCHF 2.4b29.5x31.6x3.1x
Thu, 11 Jun 2026CHF 71.9bCHF 24.9bCHF 2.4b27.2x29.4x2.9x
Sat, 09 May 2026CHF 67.0bCHF 24.9bCHF 2.4b23.9x27.4x2.7x
Mon, 06 Apr 2026CHF 63.7bCHF 24.9bCHF 2.4b23.4x26x2.6x
Wed, 04 Mar 2026CHF 68.9bCHF 24.9bCHF 2.4b25.5x28.6x2.8x
Fri, 30 Jan 2026CHF 67.2bCHF 25.4bCHF 2.8b22.8x24.3x2.6x
Sun, 28 Dec 2025CHF 70.0bCHF 25.4bCHF 2.8b24.1x25.3x2.8x
Tue, 25 Nov 2025CHF 70.4bCHF 25.4bCHF 2.8b24.1x25.4x2.8x
Thu, 23 Oct 2025CHF 77.1bCHF 25.6bCHF 2.8b26x27.6x3x
Sat, 20 Sep 2025CHF 75.5bCHF 25.6bCHF 2.8b25.8x27x2.9x
Mon, 18 Aug 2025CHF 78.1bCHF 25.7bCHF 2.9b26.4x27.3x3x
Wed, 16 Jul 2025CHF 85.1bCHF 25.8bCHF 3.0b29x28.2x3.3x
Fri, 13 Jun 2025CHF 90.5bCHF 25.8bCHF 3.0b29.5x30.1x3.5x
Sun, 11 May 2025CHF 87.2bCHF 25.8bCHF 3.0b28.2x29x3.4x
Tue, 08 Apr 2025CHF 77.3bCHF 25.8bCHF 3.0b25.8x25.7x3x
Thu, 06 Mar 2025CHF 93.5bCHF 25.8bCHF 3.0b31.6x31x3.6x
Sat, 01 Feb 2025CHF 92.8bCHF 25.8bCHF 2.9b32.8x31.8x3.6x
Mon, 30 Dec 2024CHF 89.2bCHF 25.5bCHF 2.9b31.1x31.2x3.5x
Wed, 27 Nov 2024CHF 90.8bCHF 25.5bCHF 2.9b31.8x31.7x3.6x
Fri, 25 Oct 2024CHF 98.5bCHF 25.6bCHF 2.8b34.5x34.7x3.9x
Sun, 22 Sep 2024CHF 104.4bCHF 25.6bCHF 2.8b33.8x36.7x4.1x
Tue, 20 Aug 2024CHF 101.5bCHF 25.7bCHF 2.8b36.1x35.7x4x
Thu, 18 Jul 2024CHF 102.9bCHF 25.2bCHF 2.6b36.7x39.7x4.1x
Sat, 15 Jun 2024CHF 102.5bCHF 25.2bCHF 2.6b37.4x39.6x4.1x
Mon, 13 May 2024CHF 104.9bCHF 25.2bCHF 2.6b39.3x40.5x4.2x
Wed, 10 Apr 2024CHF 100.7bCHF 25.2bCHF 2.5b40.2x40.5x4x
Fri, 08 Mar 2024CHF 96.2bCHF 25.2bCHF 2.5b39.5x37.9x3.8x
Sun, 04 Feb 2024CHF 90.5bCHF 25.7bCHF 2.2b37x41x3.5x
Tue, 02 Jan 2024CHF 99.6bCHF 26.1bCHF 2.3b36.9x44x3.8x
Thu, 30 Nov 2023CHF 90.0bCHF 26.1bCHF 2.3b34.7x39.7x3.5x
Sat, 28 Oct 2023CHF 83.7bCHF 26.1bCHF 2.3b31.7x37x3.2x
Mon, 25 Sep 2023CHF 87.0bCHF 25.7bCHF 2.2b33.5x39.1x3.4x
Wed, 23 Aug 2023CHF 86.2bCHF 25.8bCHF 2.3b34.3x37x3.3x
Price to Earnings Ratio

37x


Total Market Cap: CHF 86.2bTotal Earnings: CHF 2.3bTotal Revenue: CHF 25.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Chemicals Industry Price to Earnings3Y Average 33x202420252026
Current Industry PE
  • Investors are relatively neutral on the Swiss Chemicals industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 33.0x.
  • The industry is trading close to its 3-year average PS ratio of 3.4x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Chemicals industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Trends

Which industries have driven the changes within the Swiss Materials industry?

CH Market-0.85%
Materials-1.04%
Chemicals-2.16%
Specialty Chemicals-2.16%
Industry PE
  • Investors are most optimistic about the Specialty Chemicals industry, which is trading close to its 3-year average PE ratio of 33.0x.
    • Analysts are expecting annual earnings growth of 10.5%, which is higher than its past year's earnings decline of 12.8% per year.
  • Investors are most pessimistic about the Specialty Chemicals industry, which is trading close to its 3-year average of 33.0x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Chemicals industry, expecting annual earnings growth of 10% over the next 5 years.
  • This is better than its past earnings decline of 13% per year.
  • In contrast, the Specialty Chemicals industry is expected to see its earnings grow by 10% 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
CLN ClariantCHF 10.968.5%
+CHF 282.8m		35.0%PS1x
GURN Gurit HoldingCHF 29.003.6%
+CHF 4.7m		106.0%PS0.4x

Latest News

GURN
CHF 29.00
Gurit Holding
7D
3.6%
1Y
106.0%
Narrative Update • Aug 11

GURN: New Wind Contract And Leadership Change Will Shape Balanced Outlook

Analysts have lifted their price target for Gurit Holding from CHF 20.00 to CHF 24.64, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the change. What's in the News for Gurit Holding Gurit Holding AG entered into an agreement to supply a portfolio of epoxy based resins and adhesives for wind turbine blade manufacturing, expanding the scope of formulated products supplied to an existing customer.
EMSN
CHF 798.50
EMS-CHEMIE HOLDING
7D
-3.7%
1Y
30.3%
SIKA
CHF 190.85
Sika
7D
-1.6%
1Y
0.9%
Narrative Update • Aug 06

SIKA: Execution And Facility Expansion Will Test Constructive But Cautious Outlook

The analyst price target for Sika has been raised from CHF 187.82 to CHF 194.86, with analysts citing a series of higher CHF-based targets and comments on improving volumes, execution and margins as key support for the updated view. Analyst Commentary Recent research coverage on Sika shows a clear tilt toward a more constructive stance, with several higher price targets and rating upgrades tied to execution, margins and the outlook for volumes.
CLN
CHF 10.96
Clariant
7D
8.5%
1Y
35.0%
Analysis Article • Aug 05

Clariant AG Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Shareholders will be ecstatic, with their stake up 28% over the past week following Clariant AG 's ( VTX:CLN ) latest...
GIVN
CHF 3,271.00
Givaudan
7D
-2.9%
1Y
-1.7%
Narrative Update • Jul 27

GIVN: Premium Will Face Pressure If Sector Rotation Extends

The new analyst price target for Givaudan is set at CHF 2,886, up from CHF 2,800. It reflects updated assumptions on fair value, discount rate and long term growth, and sits within a wide CHF 2,886 to CHF 3,650 range of recent Street targets and mixed ratings from Underperform to Buy.