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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedMar 07, 2026
DataAggregated Company Financials
Companies10
  • 7D-7.7%
  • 3M-9.6%
  • 1Y-12.0%
  • YTD-9.2%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 3.7%, driven by a pullback from Comet Holding of 20%. Overall the industry is down 8.9% in 12 months. Earnings are forecast to grow by 39% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Mar 2026CHF 11.6bCHF 17.0bCHF 113.8m40.2x102.3x0.7x
Mon, 02 Feb 2026CHF 13.1bCHF 15.1bCHF 41.6m37.1x315.7x0.9x
Wed, 31 Dec 2025CHF 12.4bCHF 15.3bCHF 39.9m34.7x311.6x0.8x
Fri, 28 Nov 2025CHF 12.2bCHF 15.4bCHF 37.7m34.1x323x0.8x
Sun, 26 Oct 2025CHF 13.0bCHF 15.3bCHF 77.5m35.9x168.2x0.9x
Tue, 23 Sep 2025CHF 13.5bCHF 15.4bCHF 79.1m36x170.5x0.9x
Thu, 21 Aug 2025CHF 13.0bCHF 15.5bCHF 49.2m33.1x264.5x0.8x
Sat, 19 Jul 2025CHF 15.2bCHF 13.8bCHF 57.2m31.9x265.6x1.1x
Mon, 16 Jun 2025CHF 13.3bCHF 13.9bCHF 56.5m30x234.7x1x
Wed, 14 May 2025CHF 13.1bCHF 14.0bCHF 67.0m30.4x195x0.9x
Fri, 11 Apr 2025CHF 10.6bCHF 13.9bCHF 233.6m26.1x45.4x0.8x
Sun, 09 Mar 2025CHF 12.7bCHF 14.4bCHF 224.7m29x56.7x0.9x
Tue, 04 Feb 2025CHF 13.5bCHF 14.5bCHF 317.5m28.2x42.4x0.9x
Thu, 02 Jan 2025CHF 12.1bCHF 14.4bCHF 315.8m26.3x38.3x0.8x
Sat, 30 Nov 2024CHF 12.9bCHF 14.3bCHF 310.3m27.1x41.5x0.9x
Mon, 28 Oct 2024CHF 14.9bCHF 14.4bCHF 320.9m27.7x46.5x1x
Wed, 25 Sep 2024CHF 16.1bCHF 14.3bCHF 317.5m30x50.6x1.1x
Fri, 23 Aug 2024CHF 16.3bCHF 14.4bCHF 327.3m28.7x49.9x1.1x
Sun, 21 Jul 2024CHF 17.0bCHF 15.2bCHF 391.3m30.9x43.6x1.1x
Tue, 18 Jun 2024CHF 17.9bCHF 15.1bCHF 389.9m32.9x45.9x1.2x
Thu, 16 May 2024CHF 17.1bCHF 15.5bCHF 416.2m26.2x41.1x1.1x
Sat, 13 Apr 2024CHF 16.2bCHF 15.5bCHF 375.0m31.2x43.2x1x
Mon, 11 Mar 2024CHF 16.6bCHF 15.2bCHF 404.4m35.2x41.1x1.1x
Wed, 07 Feb 2024CHF 17.0bCHF 15.7bCHF 461.9m34x36.8x1.1x
Fri, 05 Jan 2024CHF 17.0bCHF 15.8bCHF 486.7m30.5x34.9x1.1x
Sun, 03 Dec 2023CHF 16.8bCHF 16.1bCHF 497.9m32.4x33.8x1x
Tue, 31 Oct 2023CHF 15.1bCHF 16.3bCHF 500.5m25.1x30.1x0.9x
Thu, 28 Sep 2023CHF 15.9bCHF 16.3bCHF 638.1m27.2x24.9x1x
Sat, 26 Aug 2023CHF 15.8bCHF 16.1bCHF 632.4m27x25x1x
Mon, 24 Jul 2023CHF 15.8bCHF 16.7bCHF 581.1m19.8x27.1x0.9x
Wed, 21 Jun 2023CHF 16.3bCHF 17.0bCHF 593.0m22x27.5x1x
Fri, 19 May 2023CHF 15.3bCHF 17.0bCHF 588.9m22.9x26x0.9x
Sun, 16 Apr 2023CHF 15.1bCHF 16.9bCHF 597.9m23.4x25.2x0.9x
Tue, 14 Mar 2023CHF 14.7bCHF 16.8bCHF 604.9m24.4x24.3x0.9x
Price to Earnings Ratio

24.3x


Total Market Cap: CHF 14.7bTotal Earnings: CHF 604.9mTotal Revenue: CHF 16.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 97.9x202420252026
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 107x which is higher than its 3-year average PE of 97.8x.
  • 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 43% 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 Market-5.65%
Tech-3.51%
Electronic Equipment and Components-7.67%
Technology Distributors1.92%
Electronic Components0%0
Electronic Equipment and Instruments-10.64%
Electronic Manufacturing Services-20.12%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 39.8%, which is higher than its past year's earnings decline of 28.8% per year.
  • Investors are most pessimistic about the Electronic Manufacturing Services industry, which is trading close to its 3-year average of 25.2x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 40% over the next 5 years.
  • This is better than its past earnings decline of 29% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 34% 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 6.973.1%
+CHF 45.0m		16.9%PS1.5x
ALSN ALSO HoldingCHF 165.601.1%
+CHF 22.9m		-38.9%PE21.4x
ELMN Elma ElectronicCHF 1.28k0.8%
+CHF 2.3m		18.5%PE70.6x

Latest News

COTN
CHF 236.80
Comet Holding
7D
-20.4%
1Y
0.6%
ELMN
CHF 1,280.00
Elma Electronic
7D
0.8%
1Y
18.5%
CICN
CHF 133.00
Cicor Technologies
7D
-20.1%
1Y
59.9%

CICN: Deferred German Orders Will Eventually Offset Softer Guidance And Currency Headwinds

Analysts have nudged their price target for Cicor Technologies slightly lower to CHF 172.70 from CHF 174.20, reflecting small adjustments to fair value estimates, discount rate, revenue growth and profit margin assumptions, alongside a marginally higher future P/E multiple. What's in the News Cicor Technologies revised its earnings guidance for fiscal 2025, citing a weaker-than-expected economic environment (Key Developments).
ALSN
CHF 165.60
ALSO Holding
7D
1.1%
1Y
-38.9%
KUD
CHF 1.11
Kudelski
7D
-3.1%
1Y
-21.6%
LEHN
CHF 295.50
LEM Holding
7D
-7.2%
1Y
-64.3%

Electrification Megatrend Will Face Pricing Pressure And Margin Strain For Years

Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy, supporting applications in automation, automotive, traction, renewable energy and power distribution. What are the underlying business or industry changes driving this perspective?
SWON
CHF 6.97
SoftwareOne Holding
7D
3.1%
1Y
16.9%

SWON: Crayon Integration Execution Will Overcome Vendor Incentive Headwinds

Analysts have trimmed their price target on SoftwareOne Holding to CHF 7.90, from CHF 8.10, citing an "uphill battle" linked to declining vendor incentives and the integration of Crayon. This feeds into slightly lower fair value estimates and a modestly reduced future P/E assumption.
IFCN
CHF 111.20
INFICON Holding
7D
-6.9%
1Y
1.8%

IFCN: Future Margin Assumptions Will Balance Upgrade Optimism With Execution Risks

INFICON Holding’s analyst price target has shifted from about CHF 108.03 to roughly CHF 116.55. Analysts point to updated assumptions around profit margins, revenue growth and a slightly adjusted discount rate after recent research, including an upgrade from Deutsche Bank, as key drivers of the change.
LAND
CHF 48.80
Landis+Gyr Group
7D
-7.4%
1Y
-5.4%

LAND: Future Margin Recalibration And Higher P/E Will Support Upside Potential

The analyst price target for Landis+Gyr Group has been reduced by CHF 10 to CHF 64.65, as analysts factor in slightly softer margin assumptions and a higher expected P/E multiple for future earnings. Analyst Commentary Analysts have adjusted their view on Landis+Gyr Group by trimming the price target, reflecting updated assumptions rather than a complete shift in the core thesis.
SENS
CHF 51.30
Sensirion Holding
7D
-8.7%
1Y
-9.8%

SENS: New Air Quality Sensors And Gas Metering Rollout Will Support Upside Potential

Analysts have nudged their price target on Sensirion Holding down by CHF 1 to CHF 81.75. This reflects slightly adjusted assumptions around discount rates, revenue growth, profit margins and future P/E levels.