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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedFeb 17, 2026
DataAggregated Company Financials
Companies10
  • 7D-1.8%
  • 3M6.4%
  • 1Y-6.0%
  • YTD1.0%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.3%, driven by a pullback from ALSO Holding of 5.7%. Meanwhile, Cicor Technologies actually outperformed within the industry, gaining 10% in the last week. However, the industry is down 5.5% over the past 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
Tue, 17 Feb 2026CHF 12.8bCHF 15.0bCHF 43.4m36.3x295.7x0.9x
Thu, 15 Jan 2026CHF 12.5bCHF 15.3bCHF 38.5m34.7x323.8x0.8x
Sat, 13 Dec 2025CHF 12.3bCHF 15.3bCHF 39.4m34.1x312.2x0.8x
Mon, 10 Nov 2025CHF 12.2bCHF 15.3bCHF 36.4m34.1x334.4x0.8x
Wed, 08 Oct 2025CHF 13.5bCHF 15.4bCHF 77.7m37.1x173.9x0.9x
Fri, 05 Sep 2025CHF 12.6bCHF 15.5bCHF 77.5m32.5x163x0.8x
Sun, 03 Aug 2025CHF 13.6bCHF 15.4bCHF 48.5m34.3x281.3x0.9x
Tue, 01 Jul 2025CHF 13.9bCHF 13.8bCHF 58.5m30.8x238.2x1x
Thu, 29 May 2025CHF 12.8bCHF 13.9bCHF 54.3m29.9x235.5x0.9x
Sat, 26 Apr 2025CHF 11.7bCHF 14.1bCHF 236.0m27.4x49.6x0.8x
Mon, 24 Mar 2025CHF 12.6bCHF 14.4bCHF 241.9m28.4x52.1x0.9x
Wed, 19 Feb 2025CHF 13.2bCHF 14.5bCHF 307.0m28.9x43x0.9x
Fri, 17 Jan 2025CHF 12.6bCHF 14.5bCHF 316.7m27.4x39.8x0.9x
Sun, 15 Dec 2024CHF 12.2bCHF 14.4bCHF 313.1m26.6x39.1x0.9x
Tue, 12 Nov 2024CHF 13.2bCHF 14.4bCHF 330.0m26.4x40x0.9x
Thu, 10 Oct 2024CHF 16.1bCHF 14.4bCHF 320.6m30.6x50.3x1.1x
Sat, 07 Sep 2024CHF 15.6bCHF 14.3bCHF 316.6m28.9x49.2x1.1x
Mon, 05 Aug 2024CHF 16.5bCHF 14.3bCHF 366.9m30.5x45.1x1.2x
Wed, 03 Jul 2024CHF 17.6bCHF 15.3bCHF 394.5m31.8x44.6x1.1x
Fri, 31 May 2024CHF 17.7bCHF 15.5bCHF 405.9m27.2x43.6x1.1x
Sun, 28 Apr 2024CHF 15.9bCHF 15.5bCHF 375.5m32.2x42.4x1x
Tue, 26 Mar 2024CHF 16.7bCHF 15.4bCHF 373.0m34x44.7x1.1x
Thu, 22 Feb 2024CHF 16.9bCHF 16.0bCHF 451.4m34.3x37.4x1.1x
Sat, 20 Jan 2024CHF 17.1bCHF 16.0bCHF 491.2m31.9x34.7x1.1x
Mon, 18 Dec 2023CHF 17.5bCHF 16.2bCHF 498.7m34.1x35.2x1.1x
Wed, 15 Nov 2023CHF 16.4bCHF 16.4bCHF 502.9m29.8x32.7x1x
Fri, 13 Oct 2023CHF 16.2bCHF 16.1bCHF 633.3m27.6x25.6x1x
Sun, 10 Sep 2023CHF 16.0bCHF 16.1bCHF 628.9m27.5x25.4x1x
Tue, 08 Aug 2023CHF 16.3bCHF 16.1bCHF 567.0m18.7x28.8x1x
Thu, 06 Jul 2023CHF 16.1bCHF 17.0bCHF 592.4m22.2x27.2x0.9x
Sat, 03 Jun 2023CHF 16.0bCHF 17.0bCHF 594.6m23.5x26.9x0.9x
Mon, 01 May 2023CHF 15.1bCHF 16.9bCHF 598.1m23.1x25.3x0.9x
Wed, 29 Mar 2023CHF 14.6bCHF 17.1bCHF 610.3m23.1x23.9x0.9x
Fri, 24 Feb 2023CHF 15.4bCHF 17.0bCHF 695.3m28.5x22.2x0.9x
Price to Earnings Ratio

22.2x


Total Market Cap: CHF 15.4bTotal Earnings: CHF 695.3mTotal Revenue: CHF 17.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 94.3x202420252026
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 295x which is higher than its 3-year average PE of 94.1x.
  • 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 3.9% 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 Market0.49%
Tech-3.07%
Electronic Equipment and Components-1.77%
Electronic Manufacturing Services11.91%
Electronic Components0%0
Electronic Equipment and Instruments-0.62%
Technology Distributors-6.14%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry, which is trading close to its 3-year average PE ratio of 42.2x.
    • Analysts are expecting annual earnings growth of 38.0%, which is higher than its past year's earnings growth of 3.2% 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
CICN Cicor TechnologiesCHF 155.0011.9%
+CHF 72.6m		134.8%PE28.6x
COTN Comet HoldingCHF 288.400.6%
+CHF 14.0m		3.6%PE57.6x
SENS Sensirion HoldingCHF 57.900.7%
+CHF 6.2m		-13.1%PE51.4x

Latest News

LEHN
CHF 320.00
LEM Holding
7D
-3.8%
1Y
-65.1%

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 6.95
SoftwareOne Holding
7D
-6.8%
1Y
12.0%

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.
CICN
CHF 155.00
Cicor Technologies
7D
11.9%
1Y
134.8%
IFCN
CHF 118.80
INFICON Holding
7D
-0.7%
1Y
3.1%

IFCN: Rich Multiple And Rate Sensitivity Will Cap Near Term Upside

The analyst price target for INFICON Holding has shifted slightly from US$80.33 to US$79.68 as analysts factor in updated assumptions on discount rates, revenue growth, profit margins and future P/E following recent research commentary, including the Deutsche Bank upgrade. Analyst Commentary While the recent upgrade helped support the revised US$79.68 target, not all research views are aligned, and some caution is still evident in the broader commentary around INFICON Holding.
LAND
CHF 52.70
Landis+Gyr Group
7D
-2.4%
1Y
5.6%

LAND: Grid Edge Collaboration And Earnings Power Will Support Future P E Re Rating

Analysts have trimmed their fair value estimate for Landis+Gyr Group from $78.23 to $75.77 as small shifts in the discount rate, slightly weaker revenue growth assumptions, and a modestly higher profit margin feed through to a lower projected future P/E of 10.72. What's in the News Landis+Gyr Group AG plans an Analyst/Investor Day, giving management a platform to outline priorities and address questions from the investment community (Key Developments).
COTN
CHF 288.40
Comet Holding
7D
0.6%
1Y
3.6%

COTN: Lower Revenue Assumptions And Compressed P/E Will Pressure Future Returns

Analysts have lowered their price target for Comet Holding from $196.00 to $172.00, citing updated assumptions that include revenue growth of 10.12%, a profit margin of 19.55%, a future P/E of 11.13 and a slightly adjusted discount rate of 5.24%. Valuation Changes Fair Value: The price target has been adjusted from CHF 196.00 to CHF 172.00 to reflect the updated set of assumptions.
SENS
CHF 57.90
Sensirion Holding
7D
0.7%
1Y
-13.1%
KUD
CHF 1.22
Kudelski
7D
-0.8%
1Y
-16.4%
ALSN
CHF 193.80
ALSO Holding
7D
-5.7%
1Y
-25.9%

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)