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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedJul 01, 2026
DataAggregated Company Financials
Companies10
  • 7D0.8%
  • 3M37.5%
  • 1Y9.1%
  • YTD22.5%

In the last week, the Electronic Equipment and Components industry is flat overall, with Landis+Gyr Group standing out by going down 6.4%. As for the the longer term, the industry is up 9.1% over the past 12 months. 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
Thu, 02 Jul 2026CHF 15.7bCHF 17.4bCHF 231.5m62.4x67.7x0.9x
Sat, 30 May 2026CHF 15.4bCHF 17.1bCHF 228.0m59.5x67.4x0.9x
Mon, 27 Apr 2026CHF 13.2bCHF 17.6bCHF 90.4m51.5x145.7x0.7x
Wed, 25 Mar 2026CHF 11.0bCHF 17.3bCHF 99.0m37.5x111.4x0.6x
Fri, 20 Feb 2026CHF 12.5bCHF 15.0bCHF 42.3m36.3x295.1x0.8x
Sun, 18 Jan 2026CHF 12.9bCHF 15.3bCHF 37.8m34.7x340.7x0.8x
Tue, 16 Dec 2025CHF 12.2bCHF 15.4bCHF 39.6m34.1x308.2x0.8x
Thu, 13 Nov 2025CHF 12.4bCHF 15.2bCHF 38.0m34.1x325.5x0.8x
Sat, 11 Oct 2025CHF 13.2bCHF 15.4bCHF 77.4m36.4x170.2x0.9x
Mon, 08 Sep 2025CHF 12.7bCHF 15.4bCHF 78.3m32.5x162.4x0.8x
Wed, 06 Aug 2025CHF 13.4bCHF 15.5bCHF 48.4m34.1x276.9x0.9x
Fri, 04 Jul 2025CHF 14.2bCHF 13.8bCHF 58.3m30.2x243.3x1x
Sun, 01 Jun 2025CHF 12.7bCHF 13.9bCHF 54.8m29.8x231.7x0.9x
Tue, 29 Apr 2025CHF 11.7bCHF 14.1bCHF 235.0m27.7x49.6x0.8x
Thu, 27 Mar 2025CHF 12.5bCHF 14.4bCHF 241.5m28.3x51.6x0.9x
Sat, 22 Feb 2025CHF 13.6bCHF 14.5bCHF 290.9m30.4x46.6x0.9x
Mon, 20 Jan 2025CHF 12.7bCHF 14.5bCHF 317.6m27.6x40x0.9x
Wed, 18 Dec 2024CHF 12.2bCHF 14.4bCHF 313.2m26.1x38.9x0.8x
Fri, 15 Nov 2024CHF 13.2bCHF 14.4bCHF 312.7m27x42.1x0.9x
Sun, 13 Oct 2024CHF 15.8bCHF 14.3bCHF 319.5m29.7x49.5x1.1x
Tue, 10 Sep 2024CHF 15.7bCHF 14.3bCHF 318.0m29.3x49.4x1.1x
Thu, 08 Aug 2024CHF 16.2bCHF 14.4bCHF 367.8m29.6x44.1x1.1x
Sat, 06 Jul 2024CHF 18.1bCHF 15.3bCHF 393.0m32.1x46x1.2x
Mon, 03 Jun 2024CHF 17.7bCHF 15.5bCHF 405.5m26.9x43.6x1.1x
Wed, 01 May 2024CHF 15.9bCHF 15.6bCHF 376.7m32.4x42.2x1x
Fri, 29 Mar 2024CHF 16.7bCHF 15.4bCHF 373.2m33.8x44.7x1.1x
Sun, 25 Feb 2024CHF 16.9bCHF 15.3bCHF 435.9m34.6x38.7x1.1x
Tue, 23 Jan 2024CHF 17.4bCHF 16.0bCHF 491.2m32.7x35.4x1.1x
Thu, 21 Dec 2023CHF 17.5bCHF 16.1bCHF 496.7m34.1x35.2x1.1x
Sat, 18 Nov 2023CHF 16.7bCHF 16.4bCHF 502.0m30.7x33.3x1x
Mon, 16 Oct 2023CHF 16.0bCHF 16.0bCHF 630.3m27x25.4x1x
Wed, 13 Sep 2023CHF 15.9bCHF 16.1bCHF 628.4m27.5x25.3x1x
Fri, 11 Aug 2023CHF 16.3bCHF 16.1bCHF 567.0m19x28.8x1x
Sun, 09 Jul 2023CHF 16.1bCHF 16.9bCHF 589.4m22x27.4x1x
Price to Earnings Ratio

27.4x


Total Market Cap: CHF 16.1bTotal Earnings: CHF 589.4mTotal Revenue: CHF 16.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 107x202420252026
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 67.7x which is lower than its 3-year average PE of 107x.
  • 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 Market1.83%
Tech-3.64%
Electronic Equipment and Components0.84%
Electronic Manufacturing Services2.35%
Technology Distributors1.97%
Electronic Equipment and Instruments0.35%
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 35.4%, 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 35% over the next 5 years.
  • This is better than its past earnings decline of 38% per year.
  • In contrast, the Technology Distributors 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
COTN Comet HoldingCHF 400.802.8%
+CHF 85.5m		58.3%PE255.1x
IFCN INFICON HoldingCHF 178.801.6%
+CHF 68.5m		70.6%PE62.9x
ALSN ALSO HoldingCHF 195.001.5%
+CHF 35.7m		-25.9%PE24.7x
SWON SoftwareOne HoldingCHF 7.961.6%
+CHF 26.9m		5.4%PE1898.6x
SENS Sensirion HoldingCHF 80.200.3%
+CHF 3.1m		0.8%PE62x

Latest News

LEHN
CHF 449.00
LEM Holding
7D
-0.2%
1Y
-46.0%
IFCN
CHF 178.80
INFICON Holding
7D
1.6%
1Y
70.6%
Narrative Update • Jun 30

IFCN: Higher 2026 Guidance And Richer P/E Will Test Execution

The analyst price target for INFICON Holding has been raised by CHF 15 to CHF 167.51. Analysts cited updated assumptions around revenue growth, profit margins, and future P/E as key reasons for the adjustment, in line with recent CHF 200 price target increases from multiple banks.
LAND
CHF 43.05
Landis+Gyr Group
7D
-6.4%
1Y
-24.7%
COTN
CHF 400.80
Comet Holding
7D
2.8%
1Y
58.3%
Narrative Update • Jun 29

COTN: Higher P/E And Lower Dividend Payout Will Restrain Future Returns

Analysts have adjusted their price target for Comet Holding to CHF 294.87 from CHF 233.47, reflecting updated assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. What's in the News for Comet Holding Comet Holding AG confirmed earnings guidance for 2026, stating that net sales in CHF are expected to significantly exceed 2025 levels.
SENS
CHF 80.20
Sensirion Holding
7D
0.3%
1Y
0.8%
CICN
CHF 120.80
Cicor Technologies
7D
-0.7%
1Y
-26.6%
Narrative Update • Jun 26

CICN: Defence Program Wins Will Support Higher 2026 Earnings Guidance

Analysts have lifted their price target for Cicor Technologies to CHF139.21 from CHF127.42, citing updated assumptions that include a slightly higher discount rate, modestly stronger revenue growth and profit margin expectations, and a lower future P/E multiple in their valuation work. What's in the News Cicor Technologies confirmed earnings guidance for 2026, with the Group expecting revenues between CHF 700 million and CHF 750 million.
KUD
CHF 1.27
Kudelski
7D
2.4%
1Y
-8.6%
SWON
CHF 7.96
SoftwareOne Holding
7D
1.6%
1Y
5.4%
Analysis Article • Jun 19

SoftwareOne Holding (SWX:SWON) Stock Could Be 10% Undervalued After Anthropic AI Partnership

SoftwareOne Holding (SWX:SWON) has drawn fresh attention after announcing it is now an Anthropic Authorized Reseller for Amazon Bedrock and a Registered Anthropic Services Partner, giving clients access to Claude in secure enterprise cloud environments. See our latest analysis for SoftwareOne Holding. Despite the Anthropic partnership, SoftwareOne Holding’s latest share price of CHF7.98 reflects mixed momentum, with the 90 day share price return up 19.92% but the year to date share price...
ALSN
CHF 195.00
ALSO Holding
7D
1.5%
1Y
-25.9%