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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedFeb 25, 2026
DataAggregated Company Financials
Companies10
  • 7D3.4%
  • 3M4.4%
  • 1Y-9.0%
  • YTD-1.1%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 3.5%, driven by a pullback from SoftwareOne Holding of 3.0%. On the other hand ALSO Holding is actually up 22%. The industry has fallen 11% in the last year. Looking forward, earnings are forecast to grow by 40% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Feb 2026CHF 12.7bCHF 17.2bCHF 36.3m36.9x349.5x0.7x
Fri, 23 Jan 2026CHF 13.3bCHF 15.3bCHF 39.7m37.8x335.5x0.9x
Sun, 21 Dec 2025CHF 12.2bCHF 15.3bCHF 39.2m34.1x312.5x0.8x
Tue, 18 Nov 2025CHF 12.2bCHF 15.2bCHF 38.2m34.1x319.9x0.8x
Thu, 16 Oct 2025CHF 13.3bCHF 15.4bCHF 77.6m35.1x171.2x0.9x
Sat, 13 Sep 2025CHF 13.0bCHF 15.4bCHF 78.5m33.3x165.6x0.8x
Mon, 11 Aug 2025CHF 13.4bCHF 15.5bCHF 49.1m33.9x273.7x0.9x
Wed, 09 Jul 2025CHF 14.6bCHF 13.8bCHF 58.0m30.6x251.4x1.1x
Fri, 06 Jun 2025CHF 13.1bCHF 13.9bCHF 55.6m30x235x0.9x
Sun, 04 May 2025CHF 12.2bCHF 13.9bCHF 68.1m29.6x178.7x0.9x
Tue, 01 Apr 2025CHF 11.9bCHF 14.4bCHF 242.2m26.8x49x0.8x
Thu, 27 Feb 2025CHF 13.6bCHF 14.5bCHF 289.7m30.4x46.8x0.9x
Sat, 25 Jan 2025CHF 13.3bCHF 14.6bCHF 316.8m28.9x42.1x0.9x
Mon, 23 Dec 2024CHF 12.0bCHF 14.3bCHF 312.5m26.4x38.4x0.8x
Wed, 20 Nov 2024CHF 12.7bCHF 14.3bCHF 310.9m26.9x40.8x0.9x
Fri, 18 Oct 2024CHF 15.2bCHF 14.4bCHF 321.2m28.1x47.2x1.1x
Sun, 15 Sep 2024CHF 16.0bCHF 14.3bCHF 318.2m30.2x50.4x1.1x
Tue, 13 Aug 2024CHF 16.2bCHF 14.4bCHF 368.8m29.7x44x1.1x
Thu, 11 Jul 2024CHF 18.0bCHF 15.4bCHF 394.1m31.7x45.6x1.2x
Sat, 08 Jun 2024CHF 17.9bCHF 15.3bCHF 393.3m33.1x45.5x1.2x
Mon, 06 May 2024CHF 16.1bCHF 15.4bCHF 373.9m33x43.1x1x
Wed, 03 Apr 2024CHF 16.4bCHF 15.5bCHF 374.6m32.7x43.9x1.1x
Fri, 01 Mar 2024CHF 16.7bCHF 15.3bCHF 436.6m35x38.3x1.1x
Sun, 28 Jan 2024CHF 17.7bCHF 15.9bCHF 489.5m32.9x36.2x1.1x
Tue, 26 Dec 2023CHF 17.5bCHF 16.0bCHF 495.6m34.1x35.4x1.1x
Thu, 23 Nov 2023CHF 16.9bCHF 16.4bCHF 501.5m31.5x33.6x1x
Sat, 21 Oct 2023CHF 15.5bCHF 16.0bCHF 629.9m24.4x24.6x1x
Mon, 18 Sep 2023CHF 16.1bCHF 16.1bCHF 630.3m29.2x25.6x1x
Wed, 16 Aug 2023CHF 16.1bCHF 16.1bCHF 567.4m19x28.4x1x
Fri, 14 Jul 2023CHF 15.9bCHF 16.7bCHF 579.2m20x27.5x1x
Sun, 11 Jun 2023CHF 15.9bCHF 16.9bCHF 593.2m22.7x26.8x0.9x
Tue, 09 May 2023CHF 15.6bCHF 17.0bCHF 585.4m23.4x26.6x0.9x
Thu, 06 Apr 2023CHF 15.0bCHF 16.9bCHF 601.9m23.4x24.9x0.9x
Sat, 04 Mar 2023CHF 15.6bCHF 17.1bCHF 696.9m27.5x22.4x0.9x
Price to Earnings Ratio

22.4x


Total Market Cap: CHF 15.6bTotal Earnings: CHF 696.9mTotal Revenue: CHF 17.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 96.4x202420252026
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 343x which is higher than its 3-year average PE of 96.1x.
  • 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 62% 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 Market1.11%
Tech2.62%
Electronic Equipment and Components3.43%
Technology Distributors10.27%
Electronic Manufacturing Services3.40%
Electronic Equipment and Instruments0.85%
Electronic Components0%0
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 38.1%, 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 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 162.4021.7%
+CHF 369.2m		-40.5%PE20.7x
IFCN INFICON HoldingCHF 121.401.8%
+CHF 53.8m		5.4%PE36.9x
LAND Landis+Gyr GroupCHF 53.302.1%
+CHF 31.7m		1.9%PS1.2x
CICN Cicor TechnologiesCHF 167.503.4%
+CHF 24.2m		132.0%PE30.9x
COTN Comet HoldingCHF 301.200.6%
+CHF 14.0m		11.1%PE60.1x

Latest News

IFCN
CHF 121.40
INFICON Holding
7D
1.8%
1Y
5.4%

IFCN: Future Margin Assumptions Will Balance Upgrade Optimism With Execution Risks

INFICON Holding’s analyst price target has shifted from about CHF 108.03 to roughly CHF 116.55. Analysts point to updated assumptions around profit margins, revenue growth and a slightly adjusted discount rate after recent research, including an upgrade from Deutsche Bank, as key drivers of the change.
ALSN
CHF 162.40
ALSO Holding
7D
21.7%
1Y
-40.5%
LAND
CHF 53.30
Landis+Gyr Group
7D
2.1%
1Y
1.9%

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 167.50
Cicor Technologies
7D
3.4%
1Y
132.0%
SENS
CHF 56.20
Sensirion Holding
7D
-3.1%
1Y
-12.3%

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 301.20
Comet Holding
7D
0.6%
1Y
11.1%
LEHN
CHF 320.00
LEM Holding
7D
-0.2%
1Y
-63.8%

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 6.66
SoftwareOne Holding
7D
-3.0%
1Y
3.7%

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.