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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies10
  • 7D0.8%
  • 3M-0.9%
  • 1Y-8.4%
  • YTD-1.6%

In the last week, Electronic Equipment and Components has been flat. Unfortunately though, the industry is down 8.4% over the past 12 months. Looking forward, earnings are forecast to grow by 39% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 04 Mar 2026CHF 12.6bCHF 17.1bCHF 119.5m36.5x105.5x0.7x
Fri, 30 Jan 2026CHF 13.3bCHF 15.1bCHF 42.6m37.9x311.2x0.9x
Sun, 28 Dec 2025CHF 12.3bCHF 15.3bCHF 40.1m34.7x306.6x0.8x
Tue, 25 Nov 2025CHF 12.1bCHF 15.3bCHF 36.8m34.4x329.6x0.8x
Thu, 23 Oct 2025CHF 12.9bCHF 15.3bCHF 77.3m34.1x167.1x0.8x
Sat, 20 Sep 2025CHF 13.4bCHF 15.4bCHF 78.6m34.4x170.3x0.9x
Mon, 18 Aug 2025CHF 12.9bCHF 15.6bCHF 49.6m33.4x260.7x0.8x
Wed, 16 Jul 2025CHF 14.7bCHF 13.8bCHF 57.0m30.8x258.7x1.1x
Fri, 13 Jun 2025CHF 13.5bCHF 13.9bCHF 56.9m30.1x237.4x1x
Sun, 11 May 2025CHF 12.6bCHF 13.9bCHF 67.6m30x186.5x0.9x
Tue, 08 Apr 2025CHF 10.3bCHF 14.2bCHF 237.9m24.6x43.3x0.7x
Thu, 06 Mar 2025CHF 13.1bCHF 14.3bCHF 191.3m30.7x68.4x0.9x
Sat, 01 Feb 2025CHF 13.5bCHF 14.5bCHF 317.0m28.8x42.5x0.9x
Mon, 30 Dec 2024CHF 12.2bCHF 14.5bCHF 315.3m26.4x38.6x0.8x
Wed, 27 Nov 2024CHF 12.8bCHF 14.3bCHF 311.3m26.7x41.2x0.9x
Fri, 25 Oct 2024CHF 15.0bCHF 14.4bCHF 321.0m27.7x46.6x1x
Sun, 22 Sep 2024CHF 16.1bCHF 14.4bCHF 319.6m30.1x50.4x1.1x
Tue, 20 Aug 2024CHF 16.6bCHF 14.5bCHF 373.6m28.9x44.5x1.1x
Thu, 18 Jul 2024CHF 17.5bCHF 15.2bCHF 390.1m31.7x44.9x1.2x
Sat, 15 Jun 2024CHF 17.8bCHF 15.1bCHF 389.7m32.6x45.7x1.2x
Mon, 13 May 2024CHF 16.7bCHF 15.5bCHF 416.2m26.5x40.2x1.1x
Wed, 10 Apr 2024CHF 16.2bCHF 15.5bCHF 374.4m31.7x43.3x1x
Fri, 08 Mar 2024CHF 16.6bCHF 15.3bCHF 404.6m35.2x41.1x1.1x
Sun, 04 Feb 2024CHF 17.4bCHF 15.8bCHF 481.4m32x36.2x1.1x
Tue, 02 Jan 2024CHF 17.4bCHF 15.7bCHF 485.0m32.3x36x1.1x
Thu, 30 Nov 2023CHF 16.9bCHF 16.3bCHF 500.8m32.2x33.8x1x
Sat, 28 Oct 2023CHF 15.0bCHF 16.3bCHF 499.9m25x30.1x0.9x
Mon, 25 Sep 2023CHF 16.1bCHF 16.2bCHF 634.3m28.2x25.4x1x
Wed, 23 Aug 2023CHF 15.9bCHF 16.1bCHF 566.9m18.7x28x1x
Fri, 21 Jul 2023CHF 15.9bCHF 16.8bCHF 581.8m20x27.3x0.9x
Sun, 18 Jun 2023CHF 17.0bCHF 17.0bCHF 591.4m23.6x28.7x1x
Tue, 16 May 2023CHF 15.5bCHF 16.9bCHF 585.8m23.2x26.5x0.9x
Thu, 13 Apr 2023CHF 15.1bCHF 16.9bCHF 598.9m23.3x25.2x0.9x
Sat, 11 Mar 2023CHF 15.0bCHF 16.9bCHF 608.5m24.2x24.6x0.9x
Price to Earnings Ratio

24.6x


Total Market Cap: CHF 15.0bTotal Earnings: CHF 608.5mTotal Revenue: CHF 16.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 97.6x202420252026
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 106x which is higher than its 3-year average PE of 97.6x.
  • 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 42% 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 Market0.97%
Tech3.27%
Electronic Equipment and Components0.80%
Technology Distributors2.56%
Electronic Manufacturing Services0.30%
Electronic Equipment and Instruments0.12%
Electronic Components0%0
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 40.2%, which is higher than its past year's earnings decline of 6.1% per year.
  • Investors are most pessimistic about the Electronic Manufacturing Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 25.2x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 40% 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 168.003.4%
+CHF 71.3m		-38.7%PE21.5x
SWON SoftwareOne HoldingCHF 6.832.6%
+CHF 36.4m		17.2%PS1.5x

Latest News

KUD
CHF 1.16
Kudelski
7D
-2.5%
1Y
-19.2%
COTN
CHF 278.60
Comet Holding
7D
-7.5%
1Y
9.7%

COTN: Adjusted Profitability And P/E Assumptions Will Shape Balanced Return Outlook

Analysts have increased their price target for Comet Holding to CHF 287.56 from CHF 241.88, citing revised assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: Increased from CHF 241.88 to CHF 287.56, reflecting a higher assessed valuation level for Comet Holding.
LEHN
CHF 297.00
LEM Holding
7D
-7.2%
1Y
-63.6%

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?
ALSN
CHF 168.00
ALSO Holding
7D
3.4%
1Y
-38.7%
SWON
CHF 6.83
SoftwareOne Holding
7D
2.6%
1Y
17.2%

SWON: Crayon Integration Execution Will Overcome Vendor Incentive Headwinds

Analysts have trimmed their price target on SoftwareOne Holding to CHF 7.90, from CHF 8.10, citing an "uphill battle" linked to declining vendor incentives and the integration of Crayon. This feeds into slightly lower fair value estimates and a modestly reduced future P/E assumption.
IFCN
CHF 115.60
INFICON Holding
7D
-4.8%
1Y
5.3%

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.
LAND
CHF 51.40
Landis+Gyr Group
7D
-3.6%
1Y
4.2%

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 156.50
Cicor Technologies
7D
-6.6%
1Y
113.2%
SENS
CHF 53.50
Sensirion Holding
7D
-4.8%
1Y
-6.6%

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.