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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies10
  • 7D2.6%
  • 3M-11.6%
  • 1Y1.7%
  • YTD-11.6%

Over the last 7 days, the Electronic Equipment and Components industry has risen 2.6%, driven by gains from INFICON Holding of 8.0%. Meanwhile, SoftwareOne Holding actually underperformed within the industry, shrinking 7.1% in the last week. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 43% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026CHF 11.3bCHF 17.7bCHF 89.2m43x127x0.6x
Tue, 03 Mar 2026CHF 12.6bCHF 17.1bCHF 119.5m36.5x105.5x0.7x
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
Price to Earnings Ratio

25.2x


Total Market Cap: CHF 15.2bTotal Earnings: CHF 601.4mTotal Revenue: CHF 16.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 100.5x202420252026
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 127x which is higher than its 3-year average PE of 101x.
  • 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 47% 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 Market3.13%
Tech2.93%
Electronic Equipment and Components2.59%
Electronic Equipment and Instruments4.64%
Electronic Manufacturing Services1.72%
Electronic Components0%0
Technology Distributors-1.94%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry even though it's trading below its 3-year average PE ratio of 42.2x.
    • Analysts are expecting annual earnings growth of 36.1%, 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 47% 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
IFCN INFICON HoldingCHF 105.408.0%
+CHF 190.7m		29.2%PE37.5x
LAND Landis+Gyr GroupCHF 51.003.9%
+CHF 54.8m		9.3%PS1.1x
COTN Comet HoldingCHF 254.202.6%
+CHF 49.7m		33.2%PE161.8x
ALSN ALSO HoldingCHF 141.202.3%
+CHF 40.7m		-39.3%PE17.8x
SENS Sensirion HoldingCHF 60.404.5%
+CHF 40.4m		5.2%PE46.7x

Latest News

CICN
CHF 118.00
Cicor Technologies
7D
1.7%
1Y
34.1%

CICN: Slightly Higher Discount Rate Will Still Support Attractive Future P/E

Analysts have trimmed their price target for Cicor Technologies by CHF1 to reflect a slightly higher discount rate and marginally lower future P/E assumption, while keeping revenue growth and profit margin expectations broadly in line with prior views. Valuation Changes Fair Value: reduced slightly from CHF171.1 to CHF170.1, a change of CHF1.0. Discount Rate: adjusted marginally from 6.02% to 6.05%.
SWON
CHF 6.31
SoftwareOne Holding
7D
-7.1%
1Y
28.9%
IFCN
CHF 105.40
INFICON Holding
7D
8.0%
1Y
29.2%
COTN
CHF 254.20
Comet Holding
7D
2.6%
1Y
33.2%

COTN: Stronger 2026 Sales Guidance Will Support Ongoing Upside Potential

Analysts have maintained Comet Holding's fair value estimate at CHF 370.00, with only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. These changes together leave their overall CHF price target unchanged.
LEHN
CHF 289.00
LEM Holding
7D
0.7%
1Y
-53.2%

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).
KUD
CHF 1.31
Kudelski
7D
2.3%
1Y
5.6%
LAND
CHF 51.00
Landis+Gyr Group
7D
3.9%
1Y
9.3%

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 60.40
Sensirion Holding
7D
4.5%
1Y
5.2%

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 141.20
ALSO Holding
7D
2.3%
1Y
-39.3%