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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedApr 22, 2026
DataAggregated Company Financials
Companies10
  • 7D3.5%
  • 3M-1.0%
  • 1Y14.1%
  • YTD1.6%

Over the last 7 days, the Electronic Equipment and Components industry has risen 3.5%, driven by gains in SoftwareOne Holding and INFICON Holding of 13% and 5.4%, respectively. In the last 12 months, the industry was up 14%. Looking forward, earnings are forecast to grow by 42% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 22 Apr 2026CHF 13.0bCHF 17.6bCHF 90.4m50.1x144.1x0.7x
Fri, 20 Mar 2026CHF 11.4bCHF 17.3bCHF 98.9m35.6x115.7x0.7x
Sun, 15 Feb 2026CHF 12.9bCHF 15.0bCHF 43.7m36.5x295.4x0.9x
Tue, 13 Jan 2026CHF 12.5bCHF 15.3bCHF 38.8m34.7x323.3x0.8x
Thu, 11 Dec 2025CHF 12.3bCHF 15.4bCHF 38.3m34.1x321.7x0.8x
Sat, 08 Nov 2025CHF 12.2bCHF 15.3bCHF 36.6m34.1x332.6x0.8x
Mon, 06 Oct 2025CHF 13.3bCHF 15.4bCHF 78.5m33x169.3x0.9x
Wed, 03 Sep 2025CHF 12.7bCHF 15.5bCHF 77.3m32.5x163.6x0.8x
Fri, 01 Aug 2025CHF 13.6bCHF 15.4bCHF 43.2m34.3x315.9x0.9x
Sun, 29 Jun 2025CHF 13.8bCHF 13.8bCHF 57.9m30.4x238.2x1x
Tue, 27 May 2025CHF 12.8bCHF 13.9bCHF 68.7m30x186.6x0.9x
Thu, 24 Apr 2025CHF 11.3bCHF 14.1bCHF 236.0m26.7x47.7x0.8x
Sat, 22 Mar 2025CHF 12.6bCHF 14.4bCHF 241.9m28.4x52.1x0.9x
Mon, 17 Feb 2025CHF 13.2bCHF 14.5bCHF 306.6m29.2x43x0.9x
Wed, 15 Jan 2025CHF 12.3bCHF 14.5bCHF 317.4m27.1x38.7x0.8x
Fri, 13 Dec 2024CHF 12.3bCHF 14.3bCHF 311.7m26.6x39.4x0.9x
Sun, 10 Nov 2024CHF 13.5bCHF 14.4bCHF 329.0m26.6x41x0.9x
Tue, 08 Oct 2024CHF 16.2bCHF 14.3bCHF 318.9m30.4x50.9x1.1x
Thu, 05 Sep 2024CHF 16.0bCHF 14.3bCHF 317.7m28.8x50.4x1.1x
Sat, 03 Aug 2024CHF 16.5bCHF 14.3bCHF 366.9m30.5x45.1x1.2x
Mon, 01 Jul 2024CHF 17.6bCHF 15.2bCHF 392.4m31.8x44.8x1.2x
Wed, 29 May 2024CHF 17.7bCHF 15.7bCHF 419.1m26.5x42.3x1.1x
Fri, 26 Apr 2024CHF 15.8bCHF 15.5bCHF 375.5m32.2x42.2x1x
Sun, 24 Mar 2024CHF 16.6bCHF 15.4bCHF 372.3m33.6x44.6x1.1x
Tue, 20 Feb 2024CHF 17.3bCHF 16.0bCHF 451.7m35.4x38.3x1.1x
Thu, 18 Jan 2024CHF 16.9bCHF 15.9bCHF 489.9m31.9x34.5x1.1x
Sat, 16 Dec 2023CHF 17.5bCHF 16.2bCHF 498.7m34.1x35.2x1.1x
Mon, 13 Nov 2023CHF 16.0bCHF 16.4bCHF 501.6m28x32x1x
Wed, 11 Oct 2023CHF 15.9bCHF 16.2bCHF 632.7m27.5x25.2x1x
Fri, 08 Sep 2023CHF 16.2bCHF 16.1bCHF 628.7m28x25.8x1x
Sun, 06 Aug 2023CHF 16.4bCHF 16.1bCHF 566.6m18.8x29x1x
Tue, 04 Jul 2023CHF 16.5bCHF 17.0bCHF 592.0m22.8x27.8x1x
Thu, 01 Jun 2023CHF 15.7bCHF 17.0bCHF 596.1m23.6x26.3x0.9x
Sat, 29 Apr 2023CHF 15.1bCHF 16.9bCHF 597.1m23.1x25.3x0.9x
Price to Earnings Ratio

25.3x


Total Market Cap: CHF 15.1bTotal Earnings: CHF 597.1mTotal Revenue: CHF 16.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 102.3x202420252026
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 144x which is higher than its 3-year average PE of 102x.
  • The industry is trading close to its 3-year average PS ratio of 0.95x.
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 Market-0.95%
Tech4.13%
Electronic Equipment and Components3.53%
Technology Distributors7.20%
Electronic Equipment and Instruments2.50%
Electronic Components0%0
Electronic Manufacturing Services-2.34%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry even though it's trading below its 3-year average PE ratio of 42.0x.
    • Analysts are expecting annual earnings growth of 31.7%, 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
SWON SoftwareOne HoldingCHF 7.048.1%
+CHF 112.8m		27.5%PE1680.2x
IFCN INFICON HoldingCHF 124.602.3%
+CHF 68.5m		49.0%PE45.2x
ALSN ALSO HoldingCHF 161.601.3%
+CHF 25.5m		-31.5%PE20.5x
LEHN LEM HoldingCHF 330.503.3%
+CHF 12.0m		-49.8%PE44.9x
ELMN Elma ElectronicCHF 1.30k0.8%
+CHF 2.3m		18.2%PE71.7x

Latest News

CICN
CHF 130.20
Cicor Technologies
7D
-5.1%
1Y
32.3%
LAND
CHF 55.00
Landis+Gyr Group
7D
-0.4%
1Y
15.3%

LAND: Grid Edge Partnership And Higher P/E Assumptions Will Support Future Upside

Analysts have trimmed their price targets on Landis+Gyr Group, leading to a slightly lower implied fair value of about CHF 65 per share. The adjustment is tied to modestly softer revenue and margin assumptions and a slightly higher discount rate, partly offset by a higher future P/E input.
ELMN
CHF 1,300.00
Elma Electronic
7D
0.8%
1Y
18.2%
IFCN
CHF 124.60
INFICON Holding
7D
2.3%
1Y
49.0%
KUD
CHF 1.27
Kudelski
7D
-2.7%
1Y
6.7%
COTN
CHF 302.60
Comet Holding
7D
-2.0%
1Y
43.0%
SENS
CHF 69.20
Sensirion Holding
7D
0.1%
1Y
12.2%
LEHN
CHF 330.50
LEM Holding
7D
3.3%
1Y
-49.8%

LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Further Upside

Analysts have kept their fair value estimate for LEM Holding steady at CHF 379. This reflects only very small tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than a change in their overall view of the shares.
SWON
CHF 7.04
SoftwareOne Holding
7D
8.1%
1Y
27.5%

SWON: Future Crayon Integration Progress Will Drive Reassessment Of Equity Upside

Analysts have trimmed their price targets for SoftwareOne Holding, with one cut of CHF 0.85 and another to CHF 7.90, citing a tougher outlook around vendor incentives and the integration of Crayon. Analyst Commentary Recent research updates on SoftwareOne highlight a tougher setup for the stock, with attention on vendor incentives and the integration of Crayon.
ALSN
CHF 161.60
ALSO Holding
7D
1.3%
1Y
-31.5%