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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedFeb 04, 2026
DataAggregated Company Financials
Companies10
  • 7D-4.9%
  • 3M2.5%
  • 1Y-5.6%
  • YTD0.5%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 4.9%, driven by declines in SoftwareOne Holding and INFICON Holding of 16% and 8.2%, respectively. In contrast, Landis+Gyr Group has gained 8.7%. Overall the industry is down 5.6% in 12 months. 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
Wed, 04 Feb 2026CHF 12.8bCHF 15.1bCHF 41.1m36x310.6x0.8x
Fri, 02 Jan 2026CHF 12.4bCHF 15.3bCHF 39.6m34.7x313.8x0.8x
Sun, 30 Nov 2025CHF 12.4bCHF 15.3bCHF 37.8m34.1x327.4x0.8x
Tue, 28 Oct 2025CHF 12.9bCHF 15.3bCHF 77.7m35.8x166.1x0.8x
Thu, 25 Sep 2025CHF 13.6bCHF 15.4bCHF 78.5m34.7x172.8x0.9x
Sat, 23 Aug 2025CHF 13.1bCHF 15.5bCHF 96.2m34x135.7x0.8x
Mon, 21 Jul 2025CHF 15.2bCHF 13.8bCHF 57.2m31.9x265.6x1.1x
Wed, 18 Jun 2025CHF 13.2bCHF 13.9bCHF 56.0m29.8x236.1x1x
Fri, 16 May 2025CHF 13.2bCHF 13.9bCHF 66.9m30.6x197.3x0.9x
Sun, 13 Apr 2025CHF 10.6bCHF 13.9bCHF 233.1m25.8x45.4x0.8x
Tue, 11 Mar 2025CHF 12.6bCHF 14.4bCHF 224.8m29x55.9x0.9x
Thu, 06 Feb 2025CHF 13.2bCHF 14.4bCHF 314.7m28.7x41.9x0.9x
Sat, 04 Jan 2025CHF 12.4bCHF 14.4bCHF 316.1m26.7x39.2x0.9x
Mon, 02 Dec 2024CHF 12.9bCHF 14.3bCHF 310.1m27.1x41.5x0.9x
Wed, 30 Oct 2024CHF 15.0bCHF 14.4bCHF 321.5m27.5x46.6x1x
Fri, 27 Sep 2024CHF 16.4bCHF 14.4bCHF 318.3m30.7x51.4x1.1x
Sun, 25 Aug 2024CHF 16.4bCHF 14.4bCHF 319.1m28.5x51.3x1.1x
Tue, 23 Jul 2024CHF 17.3bCHF 15.3bCHF 391.5m31.2x44.3x1.1x
Thu, 20 Jun 2024CHF 17.8bCHF 15.1bCHF 388.3m32.8x45.7x1.2x
Sat, 18 May 2024CHF 17.2bCHF 15.6bCHF 417.9m26.2x41.1x1.1x
Mon, 15 Apr 2024CHF 16.2bCHF 15.5bCHF 375.0m31.2x43.2x1x
Wed, 13 Mar 2024CHF 16.5bCHF 15.2bCHF 404.3m34x40.9x1.1x
Fri, 09 Feb 2024CHF 17.3bCHF 15.9bCHF 466.6m34.5x37.1x1.1x
Sun, 07 Jan 2024CHF 16.9bCHF 15.7bCHF 486.5m30.5x34.8x1.1x
Tue, 05 Dec 2023CHF 16.4bCHF 16.1bCHF 498.3m31.4x33x1x
Thu, 02 Nov 2023CHF 15.4bCHF 16.4bCHF 501.9m26x30.7x0.9x
Sat, 30 Sep 2023CHF 16.3bCHF 16.3bCHF 636.5m27.9x25.6x1x
Mon, 28 Aug 2023CHF 15.8bCHF 16.1bCHF 622.8m27x25.4x1x
Wed, 26 Jul 2023CHF 15.9bCHF 16.6bCHF 579.4m20.2x27.5x1x
Fri, 23 Jun 2023CHF 16.2bCHF 17.0bCHF 592.9m22.2x27.3x0.9x
Sun, 21 May 2023CHF 15.7bCHF 16.9bCHF 587.1m23.7x26.7x0.9x
Tue, 18 Apr 2023CHF 15.0bCHF 16.9bCHF 599.4m23.3x25x0.9x
Thu, 16 Mar 2023CHF 14.5bCHF 17.0bCHF 612.1m23.1x23.7x0.9x
Sat, 11 Feb 2023CHF 15.5bCHF 17.7bCHF 691.8m28.7x22.5x0.9x
Price to Earnings Ratio

22.5x


Total Market Cap: CHF 15.5bTotal Earnings: CHF 691.8mTotal Revenue: CHF 17.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 91x202420252026
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 311x which is higher than its 3-year average PE of 91.0x.
  • 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 61% per year over the last three years,
  • Revenues have also declined 5.2% 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 Market0.58%
Tech-6.21%
Electronic Equipment and Components-4.88%
Electronic Components0%0
Electronic Equipment and Instruments-2.80%
Electronic Manufacturing Services-3.19%
Technology Distributors-9.14%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry, which is trading close to its 3-year average PE ratio of 42.0x.
    • Analysts are expecting annual earnings growth of 38.7%, 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 36% 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
LAND Landis+Gyr GroupCHF 54.208.7%
+CHF 125.5m		-10.6%PS1.2x
ELMN Elma ElectronicCHF 1.28k0.8%
+CHF 2.3m		20.8%PE34.7x

Latest News

COTN
CHF 292.20
Comet Holding
7D
-1.5%
1Y
9.6%

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.
SWON
CHF 7.35
SoftwareOne Holding
7D
-15.6%
1Y
25.6%

Investors Aren't Entirely Convinced By SoftwareOne Holding AG's (VTX:SWON) Revenues

Feb 01
Investors Aren't Entirely Convinced By SoftwareOne Holding AG's (VTX:SWON) Revenues
LAND
CHF 54.20
Landis+Gyr Group
7D
8.7%
1Y
-10.6%
SENS
CHF 55.50
Sensirion Holding
7D
-6.6%
1Y
-15.8%
IFCN
CHF 118.60
INFICON Holding
7D
-8.2%
1Y
3.7%
CICN
CHF 121.50
Cicor Technologies
7D
-3.2%
1Y
76.1%

CICN: Delayed German Deliveries Will Set Up Future Upside Potential

Analysts have trimmed their price target on Cicor Technologies from CHF 211.26 to about CHF 175.00, citing updated assumptions for slightly lower revenue growth, more modest profit margins, a somewhat higher discount rate, and a small uplift in expected future P/E. What's in the News Cicor Technologies revised its earnings guidance for fiscal 2025, citing a weaker-than-expected economic environment, which is affecting its revenue outlook.
ALSN
CHF 195.60
ALSO Holding
7D
-4.4%
1Y
-21.6%

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)
LEHN
CHF 275.50
LEM Holding
7D
-3.2%
1Y
-67.5%
ELMN
CHF 1,280.00
Elma Electronic
7D
0.8%
1Y
20.8%