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

Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedMay 31, 2026
DataAggregated Company Financials
Companies10
  • 7D4.0%
  • 3M22.8%
  • 1Y15.6%
  • YTD20.1%

Over the last 7 days, the Electronic Equipment and Components industry has risen 4.0%, and LEM Holding contributed the most with a gain of 46%. Meanwhile, Kudelski actually underperformed within the industry, shrinking 5.2% in the last week. In the last 12 months, the industry was up 16%. Looking forward, earnings are forecast to grow by 34% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 31 May 2026CHF 15.4bCHF 17.1bCHF 228.0m59.5x67.4x0.9x
Tue, 28 Apr 2026CHF 13.2bCHF 17.7bCHF 90.5m51.6x146.3x0.7x
Thu, 26 Mar 2026CHF 11.4bCHF 17.3bCHF 84.6m39.4x134.2x0.7x
Sat, 21 Feb 2026CHF 12.5bCHF 15.1bCHF 42.5m36.5x293.9x0.8x
Mon, 19 Jan 2026CHF 12.9bCHF 15.3bCHF 37.8m34.7x340.7x0.8x
Wed, 17 Dec 2025CHF 12.1bCHF 15.4bCHF 39.7m34.1x303.6x0.8x
Fri, 14 Nov 2025CHF 12.2bCHF 15.2bCHF 38.8m34.1x314.3x0.8x
Sun, 12 Oct 2025CHF 13.2bCHF 15.4bCHF 77.4m36.4x170.2x0.9x
Tue, 09 Sep 2025CHF 12.8bCHF 15.4bCHF 78.7m32.5x163x0.8x
Thu, 07 Aug 2025CHF 13.2bCHF 15.5bCHF 49.2m33.6x268.5x0.9x
Sat, 05 Jul 2025CHF 14.2bCHF 13.8bCHF 58.5m30x243.3x1x
Mon, 02 Jun 2025CHF 12.7bCHF 13.9bCHF 54.8m29.8x231.7x0.9x
Wed, 30 Apr 2025CHF 11.8bCHF 14.1bCHF 235.3m28.3x50x0.8x
Fri, 28 Mar 2025CHF 12.3bCHF 14.4bCHF 241.5m27.8x51x0.9x
Sun, 23 Feb 2025CHF 13.6bCHF 14.5bCHF 290.5m30.4x46.7x0.9x
Tue, 21 Jan 2025CHF 12.8bCHF 14.5bCHF 316.8m27.7x40.4x0.9x
Thu, 19 Dec 2024CHF 12.2bCHF 14.4bCHF 313.1m26.5x39.1x0.9x
Sat, 16 Nov 2024CHF 13.1bCHF 14.4bCHF 312.0m27.1x41.8x0.9x
Mon, 14 Oct 2024CHF 15.8bCHF 14.3bCHF 319.5m29.7x49.5x1.1x
Wed, 11 Sep 2024CHF 15.7bCHF 14.3bCHF 317.1m29.4x49.5x1.1x
Fri, 09 Aug 2024CHF 16.1bCHF 14.4bCHF 368.9m29.2x43.6x1.1x
Sun, 07 Jul 2024CHF 18.1bCHF 15.3bCHF 393.0m32.1x46x1.2x
Tue, 04 Jun 2024CHF 17.5bCHF 15.5bCHF 404.1m26.7x43.3x1.1x
Thu, 02 May 2024CHF 15.9bCHF 15.6bCHF 377.3m32.3x42.2x1x
Sat, 30 Mar 2024CHF 16.7bCHF 15.4bCHF 373.1m33.8x44.7x1.1x
Mon, 26 Feb 2024CHF 16.9bCHF 15.3bCHF 435.9m34.6x38.7x1.1x
Wed, 24 Jan 2024CHF 17.3bCHF 16.0bCHF 491.3m32.6x35.2x1.1x
Fri, 22 Dec 2023CHF 17.4bCHF 16.0bCHF 496.0m34.1x35.2x1.1x
Sun, 19 Nov 2023CHF 16.7bCHF 16.4bCHF 502.1m30.8x33.3x1x
Tue, 17 Oct 2023CHF 16.2bCHF 16.0bCHF 630.3m27.1x25.8x1x
Thu, 14 Sep 2023CHF 15.8bCHF 16.1bCHF 629.4m27.5x25.2x1x
Sat, 12 Aug 2023CHF 16.2bCHF 16.1bCHF 567.5m18.8x28.5x1x
Mon, 10 Jul 2023CHF 16.1bCHF 16.9bCHF 589.4m22x27.4x1x
Wed, 07 Jun 2023CHF 15.9bCHF 16.9bCHF 594.3m23.4x26.7x0.9x
Price to Earnings Ratio

26.7x


Total Market Cap: CHF 15.9bTotal Earnings: CHF 594.3mTotal Revenue: CHF 16.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 105.8x202420252026
Current Industry PE
  • Investors are pessimistic on the Swiss Electronic industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 67.4x which is lower than its 3-year average PE of 106x.
  • The industry is trading close to its 3-year average PS ratio of 0.95x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 27% 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 Market0.61%
Tech4.18%
Electronic Equipment and Components3.98%
Electronic Manufacturing Services8.97%
Technology Distributors3.85%
Electronic Equipment and Instruments3.71%
Electronic Components0%0
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 34.0%, which is higher than its past year's earnings decline of 37.6% per year.
  • Investors are most pessimistic about the Electronic Manufacturing Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 24.6x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings decline of 38% 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
LEHN LEM HoldingCHF 480.0046.3%
+CHF 173.1m		-35.8%PE55.2x
COTN Comet HoldingCHF 371.205.4%
+CHF 147.6m		68.9%PE236.3x
ALSN ALSO HoldingCHF 185.406.1%
+CHF 135.0m		-28.6%PE23.7x
CICN Cicor TechnologiesCHF 158.009.0%
+CHF 57.2m		26.4%PE41.1x
SENS Sensirion HoldingCHF 83.702.7%
+CHF 34.2m		17.6%PE64.7x

Latest News

LAND
CHF 50.60
Landis+Gyr Group
7D
0.4%
1Y
-2.3%
LEHN
CHF 480.00
LEM Holding
7D
46.3%
1Y
-35.8%
Analysis Article • May 29

LEM Holding SA Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Shareholders will be ecstatic, with their stake up 38% over the past week following LEM Holding SA 's ( VTX:LEHN...
COTN
CHF 371.20
Comet Holding
7D
5.4%
1Y
68.9%
CICN
CHF 158.00
Cicor Technologies
7D
9.0%
1Y
26.4%
Narrative Update • May 25

CICN: Confirmed 2026 Sales Guidance Will Support Higher Future P/E

Analysts have left their CHF price target for Cicor Technologies effectively unchanged, with a fair value still at CHF 171.30. This reflects only minimal tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E.
SWON
CHF 8.37
SoftwareOne Holding
7D
1.1%
1Y
10.9%
IFCN
CHF 163.00
INFICON Holding
7D
0.5%
1Y
68.9%
Narrative Update • May 16

IFCN: Raised 2026 Margin Guidance Will Test Sustainability Of Current Rich Multiple

INFICON Holding's implied fair value estimate has shifted from about CHF 84.50 to roughly CHF 106.85, as analysts update price targets higher by CHF 20 to CHF 25 and factor in revised assumptions for the discount rate, revenue growth, profit margins, and future P/E. Analyst Commentary Recent Street research around INFICON Holding has centered on refreshed price targets and a new initiation, which together help anchor the updated fair value estimate near CHF 106.85.
SENS
CHF 83.70
Sensirion Holding
7D
2.7%
1Y
17.6%
ALSN
CHF 185.40
ALSO Holding
7D
6.1%
1Y
-28.6%
KUD
CHF 1.19
Kudelski
7D
-5.2%
1Y
1.3%