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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedApr 03, 2026
DataAggregated Company Financials
Companies10
  • 7D-0.8%
  • 3M-9.7%
  • 1Y-4.2%
  • YTD-11.6%

In the last week, the Electronic Equipment and Components industry is flat overall, with SoftwareOne Holding standing out by going down 9.0%. Unfortunately though, the industry is down 8.5% over the past 12 months. Looking forward, earnings are forecast to grow by 43% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Apr 2026CHF 11.3bCHF 17.7bCHF 89.3m43x126.8x0.6x
Sun, 01 Mar 2026CHF 12.6bCHF 17.1bCHF 119.5m36.5x105.5x0.7x
Tue, 27 Jan 2026CHF 13.2bCHF 15.1bCHF 41.7m38x317x0.9x
Thu, 25 Dec 2025CHF 12.3bCHF 15.3bCHF 40.2m34.7x305.8x0.8x
Sat, 22 Nov 2025CHF 11.9bCHF 15.3bCHF 36.6m34.1x325x0.8x
Mon, 20 Oct 2025CHF 13.0bCHF 15.3bCHF 77.9m34.7x166.8x0.8x
Wed, 17 Sep 2025CHF 13.2bCHF 15.4bCHF 79.6m33.9x165.5x0.9x
Fri, 15 Aug 2025CHF 13.2bCHF 15.5bCHF 49.1m33.8x268.2x0.8x
Sun, 13 Jul 2025CHF 14.8bCHF 13.8bCHF 57.7m31x256.4x1.1x
Tue, 10 Jun 2025CHF 13.1bCHF 13.9bCHF 55.2m30x237.3x0.9x
Thu, 08 May 2025CHF 12.1bCHF 13.9bCHF 68.1m29.5x177.2x0.9x
Sat, 05 Apr 2025CHF 10.7bCHF 14.3bCHF 239.0m26.2x44.8x0.8x
Mon, 03 Mar 2025CHF 13.2bCHF 14.1bCHF 190.2m30.4x69.5x0.9x
Wed, 29 Jan 2025CHF 13.0bCHF 14.5bCHF 316.1m28.4x41.1x0.9x
Fri, 27 Dec 2024CHF 12.0bCHF 14.4bCHF 314.6m26.3x38.3x0.8x
Sun, 24 Nov 2024CHF 12.8bCHF 14.3bCHF 312.7m26.7x40.8x0.9x
Tue, 22 Oct 2024CHF 15.3bCHF 14.4bCHF 321.0m28.5x47.7x1.1x
Thu, 19 Sep 2024CHF 15.9bCHF 14.3bCHF 318.0m29.6x50.1x1.1x
Sat, 17 Aug 2024CHF 16.6bCHF 14.5bCHF 370.3m30x44.8x1.1x
Mon, 15 Jul 2024CHF 18.2bCHF 15.3bCHF 393.2m32.5x46.4x1.2x
Wed, 12 Jun 2024CHF 17.9bCHF 15.2bCHF 392.5m32.9x45.7x1.2x
Fri, 10 May 2024CHF 16.4bCHF 15.5bCHF 416.8m26.5x39.3x1.1x
Sun, 07 Apr 2024CHF 16.4bCHF 15.5bCHF 373.8m32.3x43.8x1.1x
Tue, 05 Mar 2024CHF 16.8bCHF 15.2bCHF 397.5m35.5x42.3x1.1x
Thu, 01 Feb 2024CHF 17.4bCHF 15.8bCHF 488.5m32.1x35.7x1.1x
Sat, 30 Dec 2023CHF 17.4bCHF 15.8bCHF 491.7m34.1x35.5x1.1x
Mon, 27 Nov 2023CHF 16.7bCHF 16.4bCHF 502.5m31.7x33.3x1x
Wed, 25 Oct 2023CHF 15.4bCHF 16.0bCHF 630.9m25x24.4x1x
Fri, 22 Sep 2023CHF 16.0bCHF 16.2bCHF 633.3m28.3x25.3x1x
Sun, 20 Aug 2023CHF 15.8bCHF 16.1bCHF 568.3m18.6x27.8x1x
Tue, 18 Jul 2023CHF 15.9bCHF 16.7bCHF 579.9m19.8x27.4x0.9x
Thu, 15 Jun 2023CHF 16.5bCHF 17.0bCHF 591.8m23.9x27.9x1x
Sat, 13 May 2023CHF 15.5bCHF 16.9bCHF 586.6m23.4x26.4x0.9x
Mon, 10 Apr 2023CHF 14.9bCHF 16.9bCHF 601.8m23.1x24.8x0.9x
Price to Earnings Ratio

24.8x


Total Market Cap: CHF 14.9bTotal Earnings: CHF 601.8mTotal Revenue: CHF 16.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 100.4x202420252026
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 128x 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 47% 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 Market2.34%
Tech-0.34%
Electronic Equipment and Components-0.79%
Electronic Equipment and Instruments0.45%
Electronic Components0%0
Electronic Manufacturing Services-2.88%
Technology Distributors-3.34%
Industry PE
  • Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio of 24.7x.
    • Analysts are expecting annual earnings growth of 31.4%, which is higher than its past year's earnings decline of 37.9% 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
IFCN INFICON HoldingCHF 105.402.3%
+CHF 58.7m		23.3%PE37.6x
LAND Landis+Gyr GroupCHF 51.001.8%
+CHF 26.0m		1.2%PS1.1x
ALSN ALSO HoldingCHF 141.201.4%
+CHF 25.5m		-42.1%PE17.8x
SENS Sensirion HoldingCHF 60.402.2%
+CHF 20.2m		-3.2%PE46.7x

Latest News

SWON
CHF 6.31
SoftwareOne Holding
7D
-9.0%
1Y
20.8%
IFCN
CHF 105.40
INFICON Holding
7D
2.3%
1Y
23.3%
COTN
CHF 254.20
Comet Holding
7D
-3.3%
1Y
23.7%

COTN: Stronger 2026 Sales Guidance Will Support Ongoing Upside Potential

Analysts have maintained Comet Holding's fair value estimate at CHF 370.00, with only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. These changes together leave their overall CHF price target unchanged.
CICN
CHF 118.00
Cicor Technologies
7D
-2.9%
1Y
27.2%
KUD
CHF 1.31
Kudelski
7D
-2.6%
1Y
4.4%
LAND
CHF 51.00
Landis+Gyr Group
7D
1.8%
1Y
1.2%

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 60.40
Sensirion Holding
7D
2.2%
1Y
-3.2%

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 141.20
ALSO Holding
7D
1.4%
1Y
-42.1%