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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedMar 10, 2026
DataAggregated Company Financials
Companies10
  • 7D-9.3%
  • 3M-11.2%
  • 1Y-12.9%
  • YTD-11.3%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 9.3%, driven by Comet Holding declining 22%. However, the industry is down 13% over the past year. As for the next few years, earnings are expected to grow by 41% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Mar 2026CHF 11.4bCHF 17.1bCHF 96.1m37.5x118.3x0.7x
Thu, 05 Feb 2026CHF 12.8bCHF 15.1bCHF 40.9m35.8x312.4x0.8x
Sat, 03 Jan 2026CHF 12.4bCHF 15.3bCHF 39.6m34.7x313.8x0.8x
Mon, 01 Dec 2025CHF 12.4bCHF 15.3bCHF 37.8m34.1x327.4x0.8x
Wed, 29 Oct 2025CHF 12.8bCHF 15.3bCHF 77.7m38.5x164.5x0.8x
Fri, 26 Sep 2025CHF 13.6bCHF 15.4bCHF 77.8m34.6x174.3x0.9x
Sun, 24 Aug 2025CHF 13.1bCHF 15.5bCHF 96.2m34x135.7x0.8x
Tue, 22 Jul 2025CHF 15.2bCHF 13.8bCHF 57.8m31.5x262.9x1.1x
Thu, 19 Jun 2025CHF 13.3bCHF 13.9bCHF 55.9m29.8x237x1x
Sat, 17 May 2025CHF 13.0bCHF 13.9bCHF 66.6m30.4x195.2x0.9x
Mon, 14 Apr 2025CHF 10.6bCHF 13.9bCHF 233.1m25.8x45.4x0.8x
Wed, 12 Mar 2025CHF 12.5bCHF 14.5bCHF 226.0m28.4x55.4x0.9x
Fri, 07 Feb 2025CHF 13.2bCHF 14.4bCHF 315.7m28.7x41.9x0.9x
Sun, 05 Jan 2025CHF 12.4bCHF 14.4bCHF 316.1m26.7x39.2x0.9x
Tue, 03 Dec 2024CHF 12.8bCHF 14.3bCHF 311.0m27x41.2x0.9x
Thu, 31 Oct 2024CHF 14.7bCHF 14.4bCHF 321.5m27x45.8x1x
Sat, 28 Sep 2024CHF 16.6bCHF 14.3bCHF 316.6m31.3x52.4x1.2x
Mon, 26 Aug 2024CHF 16.4bCHF 14.4bCHF 319.1m28.5x51.3x1.1x
Wed, 24 Jul 2024CHF 17.4bCHF 15.3bCHF 391.8m31.2x44.3x1.1x
Fri, 21 Jun 2024CHF 18.0bCHF 15.1bCHF 390.1m33.1x46.1x1.2x
Sun, 19 May 2024CHF 17.2bCHF 15.6bCHF 418.0m26.2x41.1x1.1x
Tue, 16 Apr 2024CHF 16.1bCHF 15.4bCHF 374.3m31.3x43x1x
Thu, 14 Mar 2024CHF 16.4bCHF 15.2bCHF 368.3m34.5x44.6x1.1x
Sat, 10 Feb 2024CHF 17.4bCHF 15.9bCHF 467.0m34.1x37.2x1.1x
Mon, 08 Jan 2024CHF 16.9bCHF 15.7bCHF 486.5m30.5x34.8x1.1x
Wed, 06 Dec 2023CHF 16.8bCHF 16.1bCHF 498.8m32.6x33.6x1x
Fri, 03 Nov 2023CHF 15.7bCHF 16.4bCHF 501.7m25.2x31.3x1x
Sun, 01 Oct 2023CHF 16.3bCHF 16.3bCHF 636.9m27.9x25.6x1x
Tue, 29 Aug 2023CHF 15.9bCHF 16.0bCHF 622.5m27.4x25.5x1x
Thu, 27 Jul 2023CHF 15.9bCHF 16.6bCHF 578.9m20x27.5x1x
Sat, 24 Jun 2023CHF 16.3bCHF 17.0bCHF 592.5m22.2x27.5x1x
Mon, 22 May 2023CHF 15.7bCHF 16.9bCHF 587.1m23.7x26.7x0.9x
Wed, 19 Apr 2023CHF 15.1bCHF 16.9bCHF 599.3m23.5x25.2x0.9x
Fri, 17 Mar 2023CHF 14.8bCHF 17.0bCHF 611.8m23.3x24.1x0.9x
Price to Earnings Ratio

24.1x


Total Market Cap: CHF 14.8bTotal Earnings: CHF 611.8mTotal Revenue: CHF 17.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 98.1x202420252026
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 118x which is higher than its 3-year average PE of 98.1x.
  • 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 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-5.32%
Tech-2.75%
Electronic Equipment and Components-9.32%
Technology Distributors0.38%
Electronic Components0%0
Electronic Equipment and Instruments-12.22%
Electronic Manufacturing Services-23.69%
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 36.6%, 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 17% 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 164.000.5%
+CHF 10.2m		-38.0%PE21.1x
SWON SoftwareOne HoldingCHF 6.840.2%
+CHF 3.2m		17.0%PS1.5x
ELMN Elma ElectronicCHF 1.28k0.8%
+CHF 2.3m		18.5%PE70.6x
KUD KudelskiCHF 1.182.2%
+CHF 1.4m		-16.9%PS0.2x

Latest News

SENS
CHF 49.65
Sensirion Holding
7D
-10.1%
1Y
-12.6%
LAND
CHF 48.65
Landis+Gyr Group
7D
-8.9%
1Y
-5.4%

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.
COTN
CHF 227.00
Comet Holding
7D
-22.4%
1Y
-2.6%
CICN
CHF 124.00
Cicor Technologies
7D
-23.7%
1Y
44.5%
ELMN
CHF 1,280.00
Elma Electronic
7D
0.8%
1Y
18.5%
ALSN
CHF 164.00
ALSO Holding
7D
0.5%
1Y
-38.0%
KUD
CHF 1.18
Kudelski
7D
2.2%
1Y
-16.9%
LEHN
CHF 276.00
LEM Holding
7D
-13.5%
1Y
-65.7%

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?
SWON
CHF 6.84
SoftwareOne Holding
7D
0.2%
1Y
17.0%

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 108.60
INFICON Holding
7D
-8.1%
1Y
0.7%

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.