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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedMar 27, 2026
DataAggregated Company Financials
Companies10
  • 7D-0.3%
  • 3M-7.9%
  • 1Y-10.7%
  • YTD-10.9%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 3.0%, driven by declines in ALSO Holding and INFICON Holding of 8.7% and 5.9%, respectively. In contrast, SoftwareOne Holding has gained 5.7%. The industry has fallen 12% in the last year. 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
Fri, 27 Mar 2026CHF 11.4bCHF 17.4bCHF 84.4m39.3x135.2x0.7x
Sun, 22 Feb 2026CHF 12.5bCHF 17.2bCHF 36.2m36.5x345.6x0.7x
Tue, 20 Jan 2026CHF 12.6bCHF 15.3bCHF 38.5m34.7x326.9x0.8x
Thu, 18 Dec 2025CHF 11.9bCHF 15.3bCHF 39.6m34.1x299.6x0.8x
Sat, 15 Nov 2025CHF 12.4bCHF 15.2bCHF 38.4m34.1x321.6x0.8x
Mon, 13 Oct 2025CHF 13.2bCHF 15.4bCHF 77.4m36.4x170.2x0.9x
Wed, 10 Sep 2025CHF 12.8bCHF 15.4bCHF 78.2m32.5x163.4x0.8x
Fri, 08 Aug 2025CHF 13.3bCHF 15.5bCHF 49.2m33.9x270.8x0.9x
Sun, 06 Jul 2025CHF 14.2bCHF 13.8bCHF 58.5m30x243.3x1x
Tue, 03 Jun 2025CHF 12.6bCHF 13.9bCHF 55.6m29.8x226.9x0.9x
Thu, 01 May 2025CHF 11.8bCHF 14.1bCHF 235.1m28.6x50.3x0.8x
Sat, 29 Mar 2025CHF 12.2bCHF 14.4bCHF 241.7m27.5x50.4x0.8x
Mon, 24 Feb 2025CHF 13.6bCHF 14.5bCHF 290.5m30.4x46.7x0.9x
Wed, 22 Jan 2025CHF 13.2bCHF 14.5bCHF 316.6m28.4x41.7x0.9x
Fri, 20 Dec 2024CHF 11.9bCHF 14.4bCHF 313.8m26.2x37.9x0.8x
Sun, 17 Nov 2024CHF 13.1bCHF 14.4bCHF 312.0m27.1x41.8x0.9x
Tue, 15 Oct 2024CHF 15.8bCHF 14.3bCHF 319.5m29.7x49.5x1.1x
Thu, 12 Sep 2024CHF 15.7bCHF 14.3bCHF 318.8m29.1x49.2x1.1x
Sat, 10 Aug 2024CHF 16.1bCHF 14.4bCHF 368.6m29.5x43.8x1.1x
Mon, 08 Jul 2024CHF 18.1bCHF 15.3bCHF 393.0m32.1x46x1.2x
Wed, 05 Jun 2024CHF 17.5bCHF 15.3bCHF 401.9m26.7x43.5x1.1x
Fri, 03 May 2024CHF 15.8bCHF 15.5bCHF 374.9m32.2x42.3x1x
Sun, 31 Mar 2024CHF 16.7bCHF 15.4bCHF 373.2m33.8x44.7x1.1x
Tue, 27 Feb 2024CHF 16.9bCHF 15.3bCHF 435.9m34.9x38.7x1.1x
Thu, 25 Jan 2024CHF 17.5bCHF 15.9bCHF 489.6m32.8x35.7x1.1x
Sat, 23 Dec 2023CHF 17.5bCHF 16.0bCHF 495.8m34.1x35.3x1.1x
Mon, 20 Nov 2023CHF 16.7bCHF 16.4bCHF 502.1m30.8x33.3x1x
Wed, 18 Oct 2023CHF 16.2bCHF 16.0bCHF 630.3m27.1x25.8x1x
Fri, 15 Sep 2023CHF 16.0bCHF 16.1bCHF 629.2m28.2x25.4x1x
Sun, 13 Aug 2023CHF 16.2bCHF 16.1bCHF 567.4m18.8x28.5x1x
Tue, 11 Jul 2023CHF 15.9bCHF 16.9bCHF 588.9m21.8x27.1x0.9x
Thu, 08 Jun 2023CHF 15.8bCHF 17.0bCHF 594.9m23.1x26.6x0.9x
Sat, 06 May 2023CHF 15.5bCHF 17.0bCHF 577.8m23.6x26.8x0.9x
Mon, 03 Apr 2023CHF 15.3bCHF 17.0bCHF 605.5m24.8x25.3x0.9x
Price to Earnings Ratio

25.3x


Total Market Cap: CHF 15.3bTotal Earnings: CHF 605.5mTotal Revenue: CHF 17.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 99.6x202420252026
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 134x which is higher than its 3-year average PE of 100x.
  • 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 48% 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 Market1.39%
Tech0.78%
Electronic Equipment and Components-0.25%
Electronic Manufacturing Services1.25%
Electronic Equipment and Instruments0.69%
Electronic Components0%0
Technology Distributors-2.62%
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 35.1%, 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 48% 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 16% 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 6.935.7%
+CHF 80.3m		21.6%PS1.5x
SENS Sensirion HoldingCHF 59.108.4%
+CHF 71.5m		-17.6%PE45.7x
COTN Comet HoldingCHF 263.003.1%
+CHF 62.2m		13.1%PE167.4x
LAND Landis+Gyr GroupCHF 50.103.2%
+CHF 44.7m		-6.9%PS1.1x
LEHN LEM HoldingCHF 289.0010.3%
+CHF 30.7m		-60.7%PE39.3x

Latest News

IFCN
CHF 103.00
INFICON Holding
7D
-5.9%
1Y
7.9%

INFICON Holding AG (VTX:IFCN) Yearly Results: Here's What Analysts Are Forecasting For This Year

Mar 27
INFICON Holding AG (VTX:IFCN) Yearly Results: Here's What Analysts Are Forecasting For This Year
COTN
CHF 263.00
Comet Holding
7D
3.1%
1Y
13.1%
CICN
CHF 121.50
Cicor Technologies
7D
1.3%
1Y
24.5%
KUD
CHF 1.35
Kudelski
7D
-0.4%
1Y
1.5%
LAND
CHF 50.10
Landis+Gyr Group
7D
3.2%
1Y
-6.9%

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 59.10
Sensirion Holding
7D
8.4%
1Y
-17.6%

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 139.20
ALSO Holding
7D
-8.7%
1Y
-44.0%
LEHN
CHF 289.00
LEM Holding
7D
10.3%
1Y
-60.7%

LEHN: Higher Margin Guidance And Efficiency Focus Will Support Future Upside

Analysts have kept their LEM Holding price target steady at CHF379, citing only slight adjustments to assumptions for the discount rate, profit margin, and future P/E that do not materially change their view of fair value. What's in the News LEM Holding SA raised earnings guidance for the year 2026, signalling updated internal expectations for the upcoming period (Key Developments).
SWON
CHF 6.93
SoftwareOne Holding
7D
5.7%
1Y
21.6%

SWON: Crayon Integration Execution Will Offset Vendor Incentive Headwinds

Analysts have trimmed their price target for SoftwareOne Holding to CHF 7.90 from CHF 8.10, citing what they see as an uphill battle related to declining vendor incentives and the Crayon integration. Analyst Commentary Recent research points to a more cautious stance on SoftwareOne Holding, with the latest move being a downgrade alongside a lower price target of CHF 7.90 from CHF 8.10.