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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedMar 31, 2026
DataAggregated Company Financials
Companies10
  • 7D-4.1%
  • 3M-12.7%
  • 1Y-11.2%
  • YTD-14.6%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 4.1%, driven by a pullback from INFICON Holding of 12%. Overall the industry is down 11% in 12 months. Earnings are forecast to grow by 44% annually.

Industry Valuation and Performance

Has the Swiss Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Apr 2026CHF 10.9bCHF 17.4bCHF 68.2m37.9x160.5x0.6x
Fri, 27 Feb 2026CHF 12.6bCHF 17.2bCHF 36.2m36.4x347.5x0.7x
Sun, 25 Jan 2026CHF 13.4bCHF 15.2bCHF 40.8m38.5x327.6x0.9x
Tue, 23 Dec 2025CHF 12.3bCHF 15.3bCHF 39.7m34.1x308.7x0.8x
Thu, 20 Nov 2025CHF 12.1bCHF 15.3bCHF 37.2m34.1x325.6x0.8x
Sat, 18 Oct 2025CHF 13.0bCHF 15.3bCHF 77.9m34.7x166.8x0.8x
Mon, 15 Sep 2025CHF 13.0bCHF 15.4bCHF 78.5m33.3x165.6x0.8x
Wed, 13 Aug 2025CHF 13.3bCHF 15.5bCHF 49.4m33.1x269.9x0.9x
Fri, 11 Jul 2025CHF 14.9bCHF 13.8bCHF 57.8m30.9x257.6x1.1x
Sun, 08 Jun 2025CHF 13.1bCHF 13.9bCHF 55.2m30x237.3x0.9x
Tue, 06 May 2025CHF 12.1bCHF 13.9bCHF 68.2m29.6x176.8x0.9x
Thu, 03 Apr 2025CHF 12.0bCHF 14.4bCHF 242.2m27.9x49.6x0.8x
Sat, 01 Mar 2025CHF 13.3bCHF 14.2bCHF 190.4m30.4x69.9x0.9x
Mon, 27 Jan 2025CHF 13.3bCHF 14.6bCHF 317.1m28.8x42.1x0.9x
Wed, 25 Dec 2024CHF 12.0bCHF 14.4bCHF 314.4m26.3x38.3x0.8x
Fri, 22 Nov 2024CHF 12.7bCHF 14.3bCHF 311.0m26.7x40.7x0.9x
Sun, 20 Oct 2024CHF 15.3bCHF 14.4bCHF 321.2m28.5x47.7x1.1x
Tue, 17 Sep 2024CHF 15.9bCHF 14.3bCHF 317.6m29.8x49.9x1.1x
Thu, 15 Aug 2024CHF 16.4bCHF 14.5bCHF 369.8m29.7x44.4x1.1x
Sat, 13 Jul 2024CHF 18.2bCHF 15.3bCHF 393.2m32.5x46.4x1.2x
Mon, 10 Jun 2024CHF 17.9bCHF 15.3bCHF 392.9m33.1x45.6x1.2x
Wed, 08 May 2024CHF 16.5bCHF 15.5bCHF 374.7m33.6x43.9x1.1x
Fri, 05 Apr 2024CHF 16.4bCHF 15.5bCHF 373.6m32.5x44x1.1x
Sun, 03 Mar 2024CHF 16.8bCHF 15.3bCHF 438.3m35.1x38.4x1.1x
Tue, 30 Jan 2024CHF 17.6bCHF 15.8bCHF 488.4m32.5x36.1x1.1x
Thu, 28 Dec 2023CHF 17.5bCHF 15.9bCHF 492.7m34.1x35.6x1.1x
Sat, 25 Nov 2023CHF 16.7bCHF 16.4bCHF 502.3m31.7x33.3x1x
Mon, 23 Oct 2023CHF 15.5bCHF 16.0bCHF 629.9m24.4x24.6x1x
Wed, 20 Sep 2023CHF 15.9bCHF 16.1bCHF 630.8m28.5x25.3x1x
Fri, 18 Aug 2023CHF 15.9bCHF 16.1bCHF 567.7m18.6x28x1x
Sun, 16 Jul 2023CHF 16.1bCHF 16.8bCHF 580.8m20.4x27.7x1x
Tue, 13 Jun 2023CHF 16.2bCHF 17.0bCHF 596.0m23.5x27.2x1x
Thu, 11 May 2023CHF 15.5bCHF 17.0bCHF 585.4m23.4x26.5x0.9x
Sat, 08 Apr 2023CHF 14.9bCHF 16.9bCHF 601.8m23.1x24.8x0.9x
Price to Earnings Ratio

24.8x


Total Market Cap: CHF 14.9bTotal Earnings: CHF 601.8mTotal Revenue: CHF 16.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 100.2x202420252026
Current Industry PE
  • Investors are optimistic on the Swiss Electronic industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 161x which is higher than its 3-year average PE of 100x.
  • The industry is trading close to its 3-year average PS ratio of 0.96x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 52% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

CH Market1.81%
Tech-1.88%
Electronic Equipment and Components-4.13%
Electronic Components0%0
Technology Distributors-1.95%
Electronic Equipment and Instruments-4.92%
Electronic Manufacturing Services-6.25%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry, which is trading close to its 3-year average PE ratio of 42.3x.
    • Analysts are expecting annual earnings growth of 35.5%, which is higher than its past year's earnings decline of 5.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 48% over the next 5 years.
  • This is better than its past earnings decline of 57% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 31% 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
SWON SoftwareOne HoldingCHF 6.965.1%
+CHF 71.7m		24.1%PE1655.9x
SENS Sensirion HoldingCHF 59.306.3%
+CHF 54.4m		-14.9%PE45.9x
IFCN INFICON HoldingCHF 99.401.5%
+CHF 36.7m		6.9%PE35.4x
LEHN LEM HoldingCHF 288.504.7%
+CHF 14.8m		-59.5%PE39.2x
ALSN ALSO HoldingCHF 140.000.4%
+CHF 7.6m		-45.2%PE17.6x

Latest News

SWON
CHF 6.96
SoftwareOne Holding
7D
5.1%
1Y
24.1%
LEHN
CHF 288.50
LEM Holding
7D
4.7%
1Y
-59.5%

LEHN: Higher 2026 Margin Guidance And Efficiency Gains Will Support Upside

Analysts have kept their fair value estimate for LEM Holding steady at CHF 379, citing only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall view. What's in the News LEM Holding SA updated its earnings outlook for 2025/26, raising guidance for the year 2026 (Key Developments).
IFCN
CHF 99.40
INFICON Holding
7D
1.5%
1Y
6.9%
CICN
CHF 117.00
Cicor Technologies
7D
-2.1%
1Y
21.1%
COTN
CHF 247.20
Comet Holding
7D
0.2%
1Y
10.9%
LAND
CHF 50.50
Landis+Gyr Group
7D
0.4%
1Y
-5.1%

LAND: Higher Margin Framework And P/E Reset Will Support Future Upside

Analysts have lifted their fair value estimate for Landis+Gyr Group from CHF 64.65 to CHF 66.03, even as recent Street research includes a CHF 10 reduction in the price target from Berenberg. This reflects updated assumptions around discount rates, long term profit margins and future P/E expectations.
SENS
CHF 59.30
Sensirion Holding
7D
6.3%
1Y
-14.9%

SENS: Gas Metering And CO2 Sensor Expansion Will Drive Future Upside

Analysts have trimmed their price target on Sensirion Holding by CHF 2.00 to CHF 79.75, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Sensirion issued earnings guidance for 2026, indicating expected revenue in constant currencies in a range corresponding to CHF 335 to 360 million, with profitability anticipated at a level similar to 2025 (Corporate guidance).
ALSN
CHF 140.00
ALSO Holding
7D
0.4%
1Y
-45.2%