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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedJan 29, 2026
DataAggregated Company Financials
Companies10
  • 7D1.5%
  • 3M2.7%
  • 1Y-2.5%
  • YTD4.4%

The Electronic Equipment and Components industry is up 4.6% in the last week, with SoftwareOne Holding up 8.7%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 39% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 29 Jan 2026CHF 13.3bCHF 15.1bCHF 42.4m38.3x312.9x0.9x
Sat, 27 Dec 2025CHF 12.3bCHF 15.2bCHF 40.3m34.7x305x0.8x
Mon, 24 Nov 2025CHF 11.9bCHF 15.3bCHF 36.8m34.1x323.4x0.8x
Wed, 22 Oct 2025CHF 13.1bCHF 15.3bCHF 77.4m34.3x168.9x0.9x
Fri, 19 Sep 2025CHF 13.5bCHF 15.4bCHF 78.9m34.3x171x0.9x
Sun, 17 Aug 2025CHF 12.9bCHF 15.6bCHF 49.6m33.4x260.7x0.8x
Tue, 15 Jul 2025CHF 14.6bCHF 13.8bCHF 57.6m30.8x253.6x1.1x
Thu, 12 Jun 2025CHF 13.7bCHF 13.9bCHF 56.1m30.4x244.3x1x
Sat, 10 May 2025CHF 12.6bCHF 13.9bCHF 67.6m30x186.5x0.9x
Mon, 07 Apr 2025CHF 10.7bCHF 14.3bCHF 239.0m26.2x44.8x0.8x
Wed, 05 Mar 2025CHF 12.8bCHF 14.1bCHF 188.9m30.6x67.8x0.9x
Fri, 31 Jan 2025CHF 13.2bCHF 14.5bCHF 317.1m28.4x41.7x0.9x
Sun, 29 Dec 2024CHF 12.2bCHF 14.5bCHF 315.3m26.4x38.6x0.8x
Tue, 26 Nov 2024CHF 13.0bCHF 14.3bCHF 311.2m26.9x41.7x0.9x
Thu, 24 Oct 2024CHF 15.0bCHF 14.3bCHF 320.8m27.9x46.9x1x
Sat, 21 Sep 2024CHF 16.1bCHF 14.4bCHF 319.6m30.1x50.4x1.1x
Mon, 19 Aug 2024CHF 16.6bCHF 14.5bCHF 374.3m28.8x44.3x1.1x
Wed, 17 Jul 2024CHF 18.1bCHF 15.3bCHF 393.0m31.9x45.9x1.2x
Fri, 14 Jun 2024CHF 18.3bCHF 15.2bCHF 391.3m32.7x46.7x1.2x
Sun, 12 May 2024CHF 16.7bCHF 15.5bCHF 416.2m26.5x40.2x1.1x
Tue, 09 Apr 2024CHF 16.4bCHF 15.5bCHF 374.9m32.4x43.8x1.1x
Thu, 07 Mar 2024CHF 16.6bCHF 15.2bCHF 407.1m34.4x40.7x1.1x
Sat, 03 Feb 2024CHF 17.4bCHF 15.8bCHF 481.4m32x36.2x1.1x
Mon, 01 Jan 2024CHF 17.4bCHF 15.7bCHF 485.0m32.3x36x1.1x
Wed, 29 Nov 2023CHF 16.6bCHF 16.3bCHF 501.6m30.8x33.1x1x
Fri, 27 Oct 2023CHF 15.1bCHF 16.2bCHF 501.7m25x30.2x0.9x
Sun, 24 Sep 2023CHF 16.1bCHF 16.2bCHF 634.3m28.2x25.4x1x
Tue, 22 Aug 2023CHF 15.8bCHF 16.1bCHF 567.5m18.6x27.9x1x
Thu, 20 Jul 2023CHF 15.9bCHF 16.7bCHF 579.2m20.3x27.5x1x
Sat, 17 Jun 2023CHF 17.0bCHF 17.0bCHF 591.4m23.6x28.7x1x
Mon, 15 May 2023CHF 15.5bCHF 17.0bCHF 587.1m23.4x26.4x0.9x
Wed, 12 Apr 2023CHF 15.2bCHF 16.9bCHF 601.4m23.3x25.2x0.9x
Fri, 10 Mar 2023CHF 15.3bCHF 17.1bCHF 614.3m24.1x24.9x0.9x
Sun, 05 Feb 2023CHF 16.0bCHF 17.9bCHF 692.8m29.3x23.1x0.9x
Price to Earnings Ratio

23.1x


Total Market Cap: CHF 16.0bTotal Earnings: CHF 692.8mTotal Revenue: CHF 17.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 89.4x202420252026
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 313x which is higher than its 3-year average PE of 89.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.97x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 60% per year over the last three years,
  • Revenues have also declined 5.5% 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 Tech industry?

CH Market-0.88%
Tech-1.69%
Electronic Equipment and Components1.54%
Technology Distributors4.12%
Electronic Manufacturing Services2.89%
Electronic Equipment and Instruments0.15%
Electronic Components0%0
Industry PE
  • Investors are most optimistic about the Technology Distributors industry which is trading above its 3-year average PE ratio of 41.9x.
    • Analysts are expecting annual earnings growth of 39.9%, which is higher than its past year's earnings growth of 3.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Technology Distributors industry, expecting annual earnings growth of 40% over the next 5 years.
  • This is better than its past earnings growth rate of 3.2% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 36% 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 8.728.7%
+CHF 148.8m		43.2%PS1.9x
COTN Comet HoldingCHF 293.204.6%
+CHF 101.0m		10.2%PE58.5x
ALSN ALSO HoldingCHF 205.001.0%
+CHF 24.5m		-16.2%PE23.5x
CICN Cicor TechnologiesCHF 124.502.9%
+CHF 15.4m		86.4%PE23x
KUD KudelskiCHF 1.200.8%
+CHF 561.4k		-3.6%PS0.2x

Latest News

LAND
CHF 48.85
Landis+Gyr Group
7D
-2.9%
1Y
-22.2%
SENS
CHF 58.80
Sensirion Holding
7D
-2.0%
1Y
-7.7%
IFCN
CHF 125.20
INFICON Holding
7D
-0.6%
1Y
7.6%
SWON
CHF 8.72
SoftwareOne Holding
7D
8.7%
1Y
43.2%

SWON: Crayon Integration Progress Will Drive Future Earnings Power

Analysts have trimmed their price expectations for SoftwareOne Holding, with the average target moving lower to around CHF 7.90 from CHF 8.10 as they factor in softer vendor incentives and integration risks linked to Crayon, while still reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future price-to-earnings ratio. Analyst Commentary Recent commentary highlights a tougher setup for SoftwareOne Holding as it works through weaker vendor incentives and the Crayon integration.
COTN
CHF 293.20
Comet Holding
7D
4.6%
1Y
10.2%
KUD
CHF 1.20
Kudelski
7D
0.8%
1Y
-3.6%
CICN
CHF 124.50
Cicor Technologies
7D
2.9%
1Y
86.4%

CICN: Delayed German Deliveries Will Set Up Future Upside Potential

Analysts have trimmed their price target on Cicor Technologies from CHF 211.26 to about CHF 175.00, citing updated assumptions for slightly lower revenue growth, more modest profit margins, a somewhat higher discount rate, and a small uplift in expected future P/E. What's in the News Cicor Technologies revised its earnings guidance for fiscal 2025, citing a weaker-than-expected economic environment, which is affecting its revenue outlook.
ALSN
CHF 205.00
ALSO Holding
7D
1.0%
1Y
-16.2%

Investors Met With Slowing Returns on Capital At ALSO Holding (VTX:ALSN)

Dec 11
Investors Met With Slowing Returns on Capital At ALSO Holding (VTX:ALSN)
LEHN
CHF 278.50
LEM Holding
7D
-2.1%
1Y
-67.8%
ELMN
CHF 1,270.00
Elma Electronic
7D
-0.8%
1Y
21.0%