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Swiss (SMI) Electronic Equipment and Components Industry Analysis

UpdatedApr 25, 2026
DataAggregated Company Financials
Companies10
  • 7D-0.5%
  • 3M-2.3%
  • 1Y8.2%
  • YTD2.8%

Last week, the Electronic Equipment and Components industry hasn't moved much but INFICON Holding is up 9.7% in that time. The past year has been better, since the industry has gained 8.2% in that time. Earnings are forecast to grow by 41% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Apr 2026CHF 13.2bCHF 17.6bCHF 90.4m51.5x145.7x0.7x
Mon, 23 Mar 2026CHF 11.3bCHF 17.3bCHF 98.7m38.1x114.4x0.7x
Wed, 18 Feb 2026CHF 12.2bCHF 15.0bCHF 43.2m36.3x282.5x0.8x
Fri, 16 Jan 2026CHF 12.8bCHF 15.3bCHF 37.9m34.7x338.9x0.8x
Sun, 14 Dec 2025CHF 12.3bCHF 15.3bCHF 39.4m34.1x311.7x0.8x
Tue, 11 Nov 2025CHF 12.2bCHF 15.3bCHF 36.1m34.2x337.4x0.8x
Thu, 09 Oct 2025CHF 13.6bCHF 15.4bCHF 77.5m37.1x175.1x0.9x
Sat, 06 Sep 2025CHF 12.7bCHF 15.4bCHF 78.3m32.5x162.4x0.8x
Mon, 04 Aug 2025CHF 13.6bCHF 15.4bCHF 48.5m34.3x281.3x0.9x
Wed, 02 Jul 2025CHF 13.9bCHF 13.8bCHF 58.5m30.8x238.2x1x
Fri, 30 May 2025CHF 12.8bCHF 13.9bCHF 55.0m29.8x232.4x0.9x
Sun, 27 Apr 2025CHF 11.7bCHF 14.1bCHF 236.0m27.4x49.6x0.8x
Tue, 25 Mar 2025CHF 12.5bCHF 14.4bCHF 241.6m28.1x51.8x0.9x
Thu, 20 Feb 2025CHF 13.2bCHF 14.5bCHF 307.0m28.9x43x0.9x
Sat, 18 Jan 2025CHF 12.7bCHF 14.5bCHF 317.8m27.6x40x0.9x
Mon, 16 Dec 2024CHF 12.2bCHF 14.4bCHF 313.1m26.6x39.1x0.9x
Wed, 13 Nov 2024CHF 13.0bCHF 14.3bCHF 311.0m27.1x41.7x0.9x
Fri, 11 Oct 2024CHF 15.8bCHF 14.3bCHF 319.2m29.6x49.6x1.1x
Sun, 08 Sep 2024CHF 15.6bCHF 14.3bCHF 316.6m28.9x49.2x1.1x
Tue, 06 Aug 2024CHF 16.1bCHF 14.3bCHF 365.4m30.4x44.1x1.1x
Thu, 04 Jul 2024CHF 17.8bCHF 15.3bCHF 394.1m31.9x45.2x1.2x
Sat, 01 Jun 2024CHF 17.7bCHF 15.5bCHF 405.6m26.9x43.6x1.1x
Mon, 29 Apr 2024CHF 15.9bCHF 15.5bCHF 375.5m32.2x42.4x1x
Wed, 27 Mar 2024CHF 16.6bCHF 15.5bCHF 374.3m33.5x44.4x1.1x
Fri, 23 Feb 2024CHF 16.9bCHF 16.1bCHF 451.6m34.5x37.5x1.1x
Sun, 21 Jan 2024CHF 17.1bCHF 16.0bCHF 491.2m31.9x34.7x1.1x
Tue, 19 Dec 2023CHF 17.5bCHF 16.1bCHF 498.2m34.1x35.2x1.1x
Thu, 16 Nov 2023CHF 16.6bCHF 16.4bCHF 501.8m30.5x33.1x1x
Sat, 14 Oct 2023CHF 16.0bCHF 16.0bCHF 630.2m27x25.4x1x
Mon, 11 Sep 2023CHF 16.0bCHF 16.1bCHF 628.9m27.5x25.4x1x
Wed, 09 Aug 2023CHF 16.2bCHF 16.1bCHF 567.1m18.8x28.6x1x
Fri, 07 Jul 2023CHF 15.9bCHF 17.0bCHF 591.7m21.8x26.9x0.9x
Sun, 04 Jun 2023CHF 16.0bCHF 17.0bCHF 595.0m23.5x26.8x0.9x
Tue, 02 May 2023CHF 15.1bCHF 16.9bCHF 598.1m23.1x25.3x0.9x
Price to Earnings Ratio

25.3x


Total Market Cap: CHF 15.1bTotal Earnings: CHF 598.1mTotal Revenue: CHF 16.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Electronic Equipment and Components Industry Price to Earnings3Y Average 102.6x202420252026
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 146x which is higher than its 3-year average PE of 103x.
  • 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 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 Market-2.01%
Tech-3.24%
Electronic Equipment and Components-0.47%
Electronic Equipment and Instruments0.97%
Electronic Components0%0
Technology Distributors-3.41%
Electronic Manufacturing Services-4.21%
Industry PE
  • Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio of 24.6x.
    • 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 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 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 138.009.7%
+CHF 298.3m		53.2%PE50.1x

Latest News

SENS
CHF 68.40
Sensirion Holding
7D
-5.0%
1Y
4.9%

SENS: CO2 Sensor Expansion And Carbon Removal Commitment Will Drive Long Term Upside

Analysts have nudged their price target for Sensirion Holding slightly lower from CHF 79.75 to CHF 79.60, reflecting updated assumptions around revenue growth, profit margins, and a modestly adjusted future P/E multiple. What's in the News Sensirion Holding AG partnered with ClimeFi to secure a portfolio of durable carbon removal solutions across three pathways, including direct air capture, biomass with carbon removal and storage, and mineralization, with supply arranged until 2028, reinforcing its commitment to the Swiss federal government’s net-zero 2050 target (Key Developments).
IFCN
CHF 138.00
INFICON Holding
7D
9.7%
1Y
53.2%

IFCN: Future Guidance And JPMorgan Initiation Will Support Balanced Earnings Outlook

Analysts have trimmed their price target for INFICON Holding by about CHF 0.73 to reflect updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E, while citing a generally constructive view on the company’s outlook. Analyst Commentary Bullish Takeaways Bullish analysts highlight the latest initiation from JPMorgan as support for the view that INFICON’s current valuation can be justified by its earnings profile and assumed fair value inputs.
CICN
CHF 136.40
Cicor Technologies
7D
-4.2%
1Y
34.4%
LAND
CHF 54.00
Landis+Gyr Group
7D
-3.2%
1Y
6.9%

LAND: Grid Edge Partnership And Higher P/E Assumptions Will Support Future Upside

Analysts have trimmed their price targets on Landis+Gyr Group, leading to a slightly lower implied fair value of about CHF 65 per share. The adjustment is tied to modestly softer revenue and margin assumptions and a slightly higher discount rate, partly offset by a higher future P/E input.
KUD
CHF 1.23
Kudelski
7D
-7.5%
1Y
4.2%
COTN
CHF 304.80
Comet Holding
7D
-3.1%
1Y
40.7%
LEHN
CHF 315.00
LEM Holding
7D
-5.7%
1Y
-53.3%

LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Further Upside

Analysts have kept their fair value estimate for LEM Holding steady at CHF 379. This reflects only very small tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than a change in their overall view of the shares.
SWON
CHF 6.93
SoftwareOne Holding
7D
-1.4%
1Y
24.1%

SWON: Future Crayon Integration Progress Will Drive Reassessment Of Equity Upside

Analysts have trimmed their price targets for SoftwareOne Holding, with one cut of CHF 0.85 and another to CHF 7.90, citing a tougher outlook around vendor incentives and the integration of Crayon. Analyst Commentary Recent research updates on SoftwareOne highlight a tougher setup for the stock, with attention on vendor incentives and the integration of Crayon.
ALSN
CHF 157.20
ALSO Holding
7D
-4.8%
1Y
-35.2%