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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedMar 15, 2026
DataAggregated Company Financials
Companies10
  • 7D0.7%
  • 3M-4.7%
  • 1Y-12.2%
  • YTD-8.5%

Last week, the Electronic Equipment and Components industry hasn't moved much but Sensirion Holding is up 13% in that time. Unfortunately though, the industry is down 12% over the past 12 months. Earnings are forecast to grow by 41% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 15 Mar 2026CHF 11.7bCHF 17.2bCHF 97.6m37.5x120x0.7x
Tue, 10 Feb 2026CHF 13.1bCHF 15.0bCHF 43.9m36.6x297.8x0.9x
Thu, 08 Jan 2026CHF 12.7bCHF 15.3bCHF 38.9m34.7x327x0.8x
Sat, 06 Dec 2025CHF 12.8bCHF 15.4bCHF 38.0m34.4x335.7x0.8x
Mon, 03 Nov 2025CHF 12.9bCHF 15.3bCHF 36.1m39.1x358.2x0.8x
Wed, 01 Oct 2025CHF 13.0bCHF 15.4bCHF 78.5m33.5x165.2x0.8x
Fri, 29 Aug 2025CHF 12.9bCHF 15.5bCHF 95.8m33.2x134.6x0.8x
Sun, 27 Jul 2025CHF 14.9bCHF 15.4bCHF 56.0m32.3x265.4x1x
Tue, 24 Jun 2025CHF 13.2bCHF 13.9bCHF 56.9m29.7x231.8x0.9x
Thu, 22 May 2025CHF 12.9bCHF 13.9bCHF 68.2m30x189.5x0.9x
Sat, 19 Apr 2025CHF 11.1bCHF 14.0bCHF 233.9m27.3x47.3x0.8x
Mon, 17 Mar 2025CHF 12.9bCHF 14.5bCHF 242.9m28.8x53x0.9x
Wed, 12 Feb 2025CHF 13.0bCHF 14.5bCHF 309.3m28.9x42.1x0.9x
Fri, 10 Jan 2025CHF 12.6bCHF 14.5bCHF 317.1m26.6x39.6x0.9x
Sun, 08 Dec 2024CHF 12.6bCHF 14.3bCHF 309.4m26.8x40.8x0.9x
Tue, 05 Nov 2024CHF 13.5bCHF 14.4bCHF 327.0m26.7x41.4x0.9x
Thu, 03 Oct 2024CHF 16.4bCHF 14.3bCHF 317.4m30.9x51.6x1.1x
Sat, 31 Aug 2024CHF 16.3bCHF 14.3bCHF 318.5m29.1x51.3x1.1x
Mon, 29 Jul 2024CHF 17.2bCHF 14.6bCHF 367.2m32.1x46.8x1.2x
Wed, 26 Jun 2024CHF 17.6bCHF 15.2bCHF 391.2m32.1x45.1x1.2x
Fri, 24 May 2024CHF 17.8bCHF 15.7bCHF 419.4m26.1x42.5x1.1x
Sun, 21 Apr 2024CHF 15.6bCHF 15.4bCHF 374.0m29.7x41.8x1x
Tue, 19 Mar 2024CHF 16.4bCHF 15.3bCHF 370.2m33.8x44.2x1.1x
Thu, 15 Feb 2024CHF 17.3bCHF 16.1bCHF 469.5m34.3x36.8x1.1x
Sat, 13 Jan 2024CHF 17.2bCHF 15.8bCHF 487.2m31.3x35.2x1.1x
Mon, 11 Dec 2023CHF 17.1bCHF 16.2bCHF 499.6m33.2x34.2x1.1x
Wed, 08 Nov 2023CHF 15.8bCHF 16.4bCHF 501.1m25.5x31.5x1x
Fri, 06 Oct 2023CHF 15.9bCHF 16.2bCHF 635.8m27x25x1x
Sun, 03 Sep 2023CHF 16.2bCHF 16.1bCHF 623.3m28x26x1x
Tue, 01 Aug 2023CHF 16.4bCHF 16.1bCHF 564.9m18.5x29.1x1x
Thu, 29 Jun 2023CHF 16.1bCHF 17.0bCHF 592.6m22.5x27.1x0.9x
Sat, 27 May 2023CHF 15.7bCHF 16.9bCHF 589.9m23.7x26.6x0.9x
Mon, 24 Apr 2023CHF 14.9bCHF 16.8bCHF 596.9m22.3x24.9x0.9x
Wed, 22 Mar 2023CHF 14.7bCHF 17.1bCHF 610.7m23x24x0.9x
Price to Earnings Ratio

24x


Total Market Cap: CHF 14.7bTotal Earnings: CHF 610.7mTotal Revenue: CHF 17.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 98.5x202420252026
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 120x which is higher than its 3-year average PE of 98.5x.
  • 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 46% 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-1.92%
Tech2.59%
Electronic Equipment and Components0.68%
Electronic Equipment and Instruments3.36%
Electronic Components0%0
Technology Distributors-3.53%
Electronic Manufacturing Services-7.52%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry, which is trading close to its 3-year average PE ratio of 42.4x.
    • Analysts are expecting annual earnings growth of 35.3%, 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 45% 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 18% 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
SENS Sensirion HoldingCHF 58.2013.5%
+CHF 106.0m		-25.4%PE45x
COTN Comet HoldingCHF 248.004.7%
+CHF 87.0m		4.0%PE157.8x
LAND Landis+Gyr GroupCHF 50.904.3%
+CHF 60.6m		-4.9%PS1.1x
KUD KudelskiCHF 1.3521.6%
+CHF 13.5m		8.9%PS0.3x
IFCN INFICON HoldingCHF 111.400.2%
+CHF 4.9m		10.1%PE33.1x

Latest News

COTN
CHF 248.00
Comet Holding
7D
4.7%
1Y
4.0%
ALSN
CHF 156.80
ALSO Holding
7D
-5.3%
1Y
-40.2%
SWON
CHF 6.90
SoftwareOne Holding
7D
-1.0%
1Y
18.3%

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.
SENS
CHF 58.20
Sensirion Holding
7D
13.5%
1Y
-25.4%
IFCN
CHF 111.40
INFICON Holding
7D
0.2%
1Y
10.1%

IFCN: Rich Multiple Will Face Pressure From Softer 2025 Earnings Guidance

Analysts have lifted their price target for INFICON Holding slightly to around CHF 79.68 from about CHF 79.68, citing updated assumptions for revenue growth, profit margins and future P/E multiples following recent research including the Deutsche Bank upgrade. Analyst Commentary Recent research, including the Deutsche Bank work referenced above, highlights that views on INFICON Holding remain mixed, with some cautious voices focusing on what could go wrong rather than what could go right.
LAND
CHF 50.90
Landis+Gyr Group
7D
4.3%
1Y
-4.9%

LAND: Grid Edge Collaboration And Margin Execution Will Support Future P E Re Rating

Analysts have trimmed their average price target for Landis+Gyr Group by CHF 10 to reflect slightly adjusted fair value estimates, updated discount rate assumptions and revised expectations for revenue trends, profit margins and future P/E levels, as seen in the recent Berenberg move to lower its target. Analyst Commentary Bullish analysts frame the latest price target trim as a calibration of their models rather than a break in confidence, with the CHF 10 move seen as aligning fair value estimates with updated assumptions rather than signaling a shift in the underlying equity story.
CICN
CHF 123.00
Cicor Technologies
7D
-7.5%
1Y
34.3%
KUD
CHF 1.35
Kudelski
7D
21.6%
1Y
8.9%
LEHN
CHF 275.50
LEM Holding
7D
-6.8%
1Y
-67.3%

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?