Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedMar 30, 2026
DataAggregated Company Financials
Companies10
  • 7D-2.2%
  • 3M-11.5%
  • 1Y-12.7%
  • YTD-13.9%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 2.2%, driven by a pullback from INFICON Holding of 12%. Overall the industry is down 13% in 12 months. As for the next few years, earnings are expected to grow by 43% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 30 Mar 2026CHF 11.0bCHF 17.4bCHF 68.6m39x160.8x0.6x
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
Price to Earnings Ratio

24.9x


Total Market Cap: CHF 15.0bTotal Earnings: CHF 601.9mTotal Revenue: CHF 16.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 99.9x202420252026
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 161x 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 52% 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 Market1.66%
Tech-1.05%
Electronic Equipment and Components-2.24%
Electronic Components0%0
Technology Distributors-0.52%
Electronic Equipment and Instruments-2.89%
Electronic Manufacturing Services-3.33%
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 35.3%, 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 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 31% 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 57.804.0%
+CHF 34.2m		-15.9%PE44.7x
LAND Landis+Gyr GroupCHF 50.200.2%
+CHF 2.9m		-3.8%PS1.1x

Latest News

SWON
CHF 6.79
SoftwareOne Holding
7D
-0.4%
1Y
24.7%

SWON: Crayon Integration Progress Will Drive Rerating Despite Vendor Incentive Pressure

Analysts have trimmed their fair value estimate for SoftwareOne Holding from CHF 13.17 to CHF 12.00, reflecting a lower forward P/E assumption and concerns about declining vendor incentives and the Crayon integration, which also led to a reduced Street price target to CHF 7.90. Analyst Commentary Recent Street commentary paints a cautious picture for SoftwareOne Holding, with the latest moves pointing to an "uphill battle" around declining vendor incentives and execution on the Crayon integration.
IFCN
CHF 96.20
INFICON Holding
7D
-11.9%
1Y
4.3%
CICN
CHF 112.50
Cicor Technologies
7D
-6.3%
1Y
17.7%
COTN
CHF 239.20
Comet Holding
7D
-4.2%
1Y
9.0%
KUD
CHF 1.26
Kudelski
7D
-7.7%
1Y
-1.2%
LAND
CHF 50.20
Landis+Gyr Group
7D
0.2%
1Y
-3.8%

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 57.80
Sensirion Holding
7D
4.0%
1Y
-15.9%

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 138.20
ALSO Holding
7D
-3.2%
1Y
-42.7%
LEHN
CHF 279.00
LEM Holding
7D
-2.3%
1Y
-60.6%

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).