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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedFeb 26, 2026
DataAggregated Company Financials
Companies10
  • 7D-0.8%
  • 3M3.1%
  • 1Y-10.0%
  • YTD-1.1%

Last week, the Electronic Equipment and Components industry hasn't moved much but ALSO Holding is up 5.6% in that time. As for the longer term, the industry has declined 10% in the last year. As for the next few years, earnings are expected to grow by 40% 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, 26 Feb 2026CHF 12.7bCHF 17.2bCHF 36.4m37.2x347.8x0.7x
Sat, 24 Jan 2026CHF 13.4bCHF 15.2bCHF 40.1m38.2x333.9x0.9x
Mon, 22 Dec 2025CHF 12.2bCHF 15.3bCHF 39.2m34.1x312.5x0.8x
Wed, 19 Nov 2025CHF 12.1bCHF 15.3bCHF 37.8m34.8x319.5x0.8x
Fri, 17 Oct 2025CHF 13.2bCHF 15.3bCHF 78.1m36x168.5x0.9x
Sun, 14 Sep 2025CHF 13.0bCHF 15.4bCHF 78.5m33.3x165.6x0.8x
Tue, 12 Aug 2025CHF 13.3bCHF 15.6bCHF 48.7m33.3x272.3x0.9x
Thu, 10 Jul 2025CHF 14.6bCHF 13.8bCHF 58.0m30.7x252.2x1.1x
Sat, 07 Jun 2025CHF 13.1bCHF 13.9bCHF 55.2m30x237.3x0.9x
Mon, 05 May 2025CHF 12.2bCHF 13.9bCHF 68.1m29.6x178.7x0.9x
Wed, 02 Apr 2025CHF 12.2bCHF 14.4bCHF 241.8m28.5x50.3x0.8x
Fri, 28 Feb 2025CHF 13.3bCHF 14.4bCHF 290.3m30.8x45.8x0.9x
Sun, 26 Jan 2025CHF 13.3bCHF 14.6bCHF 317.1m28.8x42.1x0.9x
Tue, 24 Dec 2024CHF 12.0bCHF 14.4bCHF 314.1m26.3x38.3x0.8x
Thu, 21 Nov 2024CHF 12.7bCHF 14.3bCHF 311.0m26.9x40.8x0.9x
Sat, 19 Oct 2024CHF 15.3bCHF 14.4bCHF 321.2m28.5x47.7x1.1x
Mon, 16 Sep 2024CHF 16.0bCHF 14.3bCHF 318.2m30.2x50.4x1.1x
Wed, 14 Aug 2024CHF 16.2bCHF 14.5bCHF 369.4m29.4x43.9x1.1x
Fri, 12 Jul 2024CHF 18.1bCHF 15.3bCHF 393.5m32.2x46.1x1.2x
Sun, 09 Jun 2024CHF 17.9bCHF 15.3bCHF 393.4m33.1x45.5x1.2x
Tue, 07 May 2024CHF 16.3bCHF 15.5bCHF 374.2m33.4x43.6x1.1x
Thu, 04 Apr 2024CHF 16.5bCHF 15.5bCHF 374.1m32.8x44.1x1.1x
Sat, 02 Mar 2024CHF 16.8bCHF 15.3bCHF 436.6m35.1x38.5x1.1x
Mon, 29 Jan 2024CHF 17.7bCHF 15.9bCHF 489.5m32.9x36.2x1.1x
Wed, 27 Dec 2023CHF 17.5bCHF 16.0bCHF 495.7m34.1x35.4x1.1x
Fri, 24 Nov 2023CHF 16.7bCHF 16.4bCHF 502.5m31.9x33.2x1x
Sun, 22 Oct 2023CHF 15.5bCHF 16.0bCHF 629.9m24.4x24.6x1x
Tue, 19 Sep 2023CHF 16.0bCHF 16.1bCHF 630.6m28.8x25.4x1x
Thu, 17 Aug 2023CHF 16.0bCHF 16.1bCHF 567.9m18.8x28.1x1x
Sat, 15 Jul 2023CHF 16.1bCHF 16.8bCHF 580.6m20.4x27.7x1x
Mon, 12 Jun 2023CHF 15.9bCHF 16.9bCHF 593.2m22.7x26.8x0.9x
Wed, 10 May 2023CHF 15.4bCHF 17.0bCHF 585.5m23x26.4x0.9x
Fri, 07 Apr 2023CHF 14.9bCHF 16.9bCHF 601.6m23.1x24.8x0.9x
Sun, 05 Mar 2023CHF 15.6bCHF 17.1bCHF 693.7m27.5x22.5x0.9x
Price to Earnings Ratio

22.5x


Total Market Cap: CHF 15.6bTotal Earnings: CHF 693.7mTotal Revenue: CHF 17.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 96.7x202420252026
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 348x which is higher than its 3-year average PE of 96.7x.
  • 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 63% 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 Market0.75%
Tech1.94%
Electronic Equipment and Components-0.80%
Electronic Manufacturing Services2.75%
Technology Distributors1.44%
Electronic Components0%0
Electronic Equipment and Instruments-1.98%
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 37.9%, 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 41% over the next 5 years.
  • This is better than its past earnings decline of 6.1% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 35% 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
ALSN ALSO HoldingCHF 162.207.8%
+CHF 150.2m		-41.7%PE20.6x
CICN Cicor TechnologiesCHF 167.002.5%
+CHF 17.6m		126.3%PE30.8x

Latest News

ALSN
CHF 162.20
ALSO Holding
7D
7.8%
1Y
-41.7%
LAND
CHF 52.60
Landis+Gyr Group
7D
-3.7%
1Y
5.2%

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.
CICN
CHF 167.00
Cicor Technologies
7D
2.5%
1Y
126.3%
SENS
CHF 56.00
Sensirion Holding
7D
-1.1%
1Y
-10.3%

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.
COTN
CHF 298.40
Comet Holding
7D
-0.7%
1Y
13.9%
LEHN
CHF 315.50
LEM Holding
7D
-0.6%
1Y
-63.7%

Electrification And Rail Infrastructure Will Support Strong Long Term Upside Potential

Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy to support electrification and energy efficiency applications across industries. What are the underlying business or industry changes driving this perspective?
SWON
CHF 6.77
SoftwareOne Holding
7D
-3.2%
1Y
8.0%

SWON: Crayon Integration Progress Will Offset Vendor Incentive Headwinds

Analysts have trimmed their price target on SoftwareOne Holding to CHF 7.90 from CHF 8.10, citing concerns about declining vendor incentives and the integration of Crayon as key reasons for the more cautious stance. Analyst Commentary Recent commentary highlights that the downgrade to Underweight comes with a trimmed price target of CHF 7.90.
KUD
CHF 1.19
Kudelski
7D
-0.4%
1Y
-18.3%
ELMN
CHF 1,270.00
Elma Electronic
7D
-0.8%
1Y
21.0%