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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedJan 30, 2026
DataAggregated Company Financials
Companies10
  • 7D-0.5%
  • 3M2.6%
  • 1Y-4.5%
  • YTD4.3%

The Electronic Equipment and Components is pretty flat in the last 7 days, but Comet Holding has stood out, gaining 3.9%. Unfortunately though, the industry is down 4.5% over the past 12 months. 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
Sat, 31 Jan 2026CHF 13.3bCHF 15.1bCHF 42.6m37.9x311.2x0.9x
Mon, 29 Dec 2025CHF 12.3bCHF 15.3bCHF 40.1m34.7x306.6x0.8x
Wed, 26 Nov 2025CHF 12.0bCHF 15.4bCHF 37.1m34.4x323.4x0.8x
Fri, 24 Oct 2025CHF 13.0bCHF 15.3bCHF 77.4m35.6x168.4x0.9x
Sun, 21 Sep 2025CHF 13.4bCHF 15.4bCHF 78.6m34.4x170.3x0.9x
Tue, 19 Aug 2025CHF 13.0bCHF 15.5bCHF 49.3m33.9x263.4x0.8x
Thu, 17 Jul 2025CHF 14.7bCHF 13.8bCHF 57.3m30.8x257.5x1.1x
Sat, 14 Jun 2025CHF 13.3bCHF 13.9bCHF 56.5m30x234.7x1x
Mon, 12 May 2025CHF 12.6bCHF 13.9bCHF 67.6m30x186.5x0.9x
Wed, 09 Apr 2025CHF 10.5bCHF 14.1bCHF 236.1m25.6x44.4x0.7x
Fri, 07 Mar 2025CHF 12.8bCHF 14.3bCHF 190.6m30.5x67.3x0.9x
Sun, 02 Feb 2025CHF 13.5bCHF 14.5bCHF 317.2m28.8x42.4x0.9x
Tue, 31 Dec 2024CHF 12.1bCHF 14.5bCHF 316.2m26.3x38.2x0.8x
Thu, 28 Nov 2024CHF 12.8bCHF 14.3bCHF 310.1m26.7x41.2x0.9x
Sat, 26 Oct 2024CHF 14.9bCHF 14.4bCHF 321.1m27.7x46.5x1x
Mon, 23 Sep 2024CHF 16.1bCHF 14.4bCHF 319.6m30.1x50.4x1.1x
Wed, 21 Aug 2024CHF 16.5bCHF 14.4bCHF 371.6m28.3x44.4x1.1x
Fri, 19 Jul 2024CHF 17.4bCHF 15.2bCHF 390.9m31.4x44.4x1.1x
Sun, 16 Jun 2024CHF 17.8bCHF 15.1bCHF 389.7m32.6x45.7x1.2x
Tue, 14 May 2024CHF 16.7bCHF 15.5bCHF 417.0m26.2x40x1.1x
Thu, 11 Apr 2024CHF 16.4bCHF 15.5bCHF 375.9m31.5x43.7x1.1x
Sat, 09 Mar 2024CHF 16.6bCHF 15.2bCHF 404.4m35.2x41.1x1.1x
Mon, 05 Feb 2024CHF 17.4bCHF 15.8bCHF 481.4m32x36.2x1.1x
Wed, 03 Jan 2024CHF 17.4bCHF 15.7bCHF 485.0m32.3x36x1.1x
Fri, 01 Dec 2023CHF 17.0bCHF 16.2bCHF 499.3m32.8x34x1x
Sun, 29 Oct 2023CHF 15.0bCHF 16.3bCHF 499.9m25x30.1x0.9x
Tue, 26 Sep 2023CHF 16.0bCHF 16.3bCHF 635.7m28.5x25.2x1x
Thu, 24 Aug 2023CHF 15.9bCHF 16.1bCHF 566.4m18.7x28.1x1x
Sat, 22 Jul 2023CHF 15.8bCHF 16.7bCHF 580.9m19.8x27.1x0.9x
Mon, 19 Jun 2023CHF 17.0bCHF 17.0bCHF 591.7m23.6x28.7x1x
Wed, 17 May 2023CHF 15.5bCHF 16.9bCHF 586.4m22.8x26.4x0.9x
Fri, 14 Apr 2023CHF 15.0bCHF 16.8bCHF 595.6m23.4x25.1x0.9x
Sun, 12 Mar 2023CHF 15.0bCHF 16.9bCHF 608.2m24.2x24.6x0.9x
Tue, 07 Feb 2023CHF 15.8bCHF 17.8bCHF 692.6m29x22.8x0.9x
Price to Earnings Ratio

22.8x


Total Market Cap: CHF 15.8bTotal Earnings: CHF 692.6mTotal Revenue: CHF 17.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 89.9x202420252026
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 311x which is higher than its 3-year average PE of 89.7x.
  • 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 5.5% 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 Market-0.85%
Tech-4.30%
Electronic Equipment and Components-0.53%
Electronic Manufacturing Services0.81%
Electronic Equipment and Instruments0.39%
Electronic Components0%0
Technology Distributors-2.48%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry which is trading above its 3-year average PE ratio of 41.9x.
    • Analysts are expecting annual earnings growth of 39.8%, 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
COTN Comet HoldingCHF 299.404.2%
+CHF 93.2m		8.7%PE59.8x
LAND Landis+Gyr GroupCHF 54.304.6%
+CHF 69.3m		-13.3%PS1.3x
KUD KudelskiCHF 1.222.5%
+CHF 1.7m		-4.7%PS0.2x

Latest News

LAND
CHF 54.30
Landis+Gyr Group
7D
4.6%
1Y
-13.3%
SENS
CHF 57.30
Sensirion Holding
7D
-4.8%
1Y
-13.6%
IFCN
CHF 122.00
INFICON Holding
7D
-4.5%
1Y
3.4%
SWON
CHF 7.94
SoftwareOne Holding
7D
-5.6%
1Y
33.1%

SWON: Crayon Integration Progress Will Drive Future Earnings Power

Analysts have trimmed their price expectations for SoftwareOne Holding, with the average target moving lower to around CHF 7.90 from CHF 8.10 as they factor in softer vendor incentives and integration risks linked to Crayon, while still reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future price-to-earnings ratio. Analyst Commentary Recent commentary highlights a tougher setup for SoftwareOne Holding as it works through weaker vendor incentives and the Crayon integration.
COTN
CHF 299.40
Comet Holding
7D
4.2%
1Y
8.7%
KUD
CHF 1.22
Kudelski
7D
2.5%
1Y
-4.7%
CICN
CHF 123.00
Cicor Technologies
7D
-2.0%
1Y
81.4%

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 198.80
ALSO Holding
7D
-4.0%
1Y
-21.1%

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 281.50
LEM Holding
7D
-6.2%
1Y
-67.4%