Narrative Update • Aug 12

In the last week, Telecom has been flat. The past year has been better, since the industry has gained 4.8% in that time. Earnings are forecast to grow by 16% annually.
Has the Swiss Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 15 Aug 2026 | CHF 41.6b | CHF 19.8b | CHF 1.3b | 25.2x | 32.3x | 2.1x |
| Mon, 13 Jul 2026 | CHF 39.8b | CHF 19.8b | CHF 1.2b | 25.9x | 33x | 2x |
| Wed, 10 Jun 2026 | CHF 41.1b | CHF 19.8b | CHF 1.2b | 27.1x | 34x | 2.1x |
| Fri, 08 May 2026 | CHF 43.1b | CHF 20.5b | CHF 1.3b | 27.3x | 34.4x | 2.1x |
| Sun, 05 Apr 2026 | CHF 43.1b | CHF 20.5b | CHF 1.3b | 27.4x | 34.4x | 2.1x |
| Tue, 03 Mar 2026 | CHF 46.5b | CHF 20.5b | CHF 1.2b | 29.8x | 38.3x | 2.3x |
| Thu, 29 Jan 2026 | CHF 42.2b | CHF 19.5b | CHF 1.1b | 29.2x | 38.5x | 2.2x |
| Sat, 27 Dec 2025 | CHF 38.5b | CHF 19.5b | CHF 1.1b | 24.1x | 35.1x | 2x |
| Mon, 24 Nov 2025 | CHF 41.7b | CHF 19.5b | CHF 1.1b | 23.1x | 38x | 2.1x |
| Wed, 22 Oct 2025 | CHF 38.1b | CHF 15.5b | CHF 1.4b | 23.7x | 27.5x | 2.5x |
| Fri, 19 Sep 2025 | CHF 32.8b | CHF 15.2b | CHF 1.3b | 22.4x | 24.6x | 2.2x |
| Sun, 17 Aug 2025 | CHF 33.1b | CHF 15.3b | CHF 1.3b | 26.8x | 24.7x | 2.2x |
| Tue, 15 Jul 2025 | CHF 32.6b | CHF 14.3b | CHF 1.5b | 27x | 22.3x | 2.3x |
| Thu, 12 Jun 2025 | CHF 32.2b | CHF 14.3b | CHF 1.5b | 28.7x | 21.9x | 2.3x |
| Sat, 10 May 2025 | CHF 31.2b | CHF 14.3b | CHF 1.5b | 27.5x | 21.1x | 2.2x |
| Mon, 07 Apr 2025 | CHF 29.5b | CHF 13.3b | CHF 1.6b | 26.1x | 18.9x | 2.2x |
| Wed, 05 Mar 2025 | CHF 29.6b | CHF 13.3b | CHF 1.6b | 20.1x | 18.7x | 2.2x |
| Fri, 31 Jan 2025 | CHF 29.7b | CHF 13.3b | CHF 1.7b | 18.8x | 17.2x | 2.2x |
| Sun, 29 Dec 2024 | CHF 28.8b | CHF 13.3b | CHF 1.7b | 18.4x | 16.7x | 2.2x |
| Tue, 26 Nov 2024 | CHF 28.8b | CHF 13.3b | CHF 1.7b | 18x | 16.7x | 2.2x |
| Thu, 24 Oct 2024 | CHF 31.4b | CHF 13.3b | CHF 1.7b | 19.2x | 18.1x | 2.4x |
| Sat, 21 Sep 2024 | CHF 30.6b | CHF 13.3b | CHF 1.7b | 19.2x | 17.6x | 2.3x |
| Mon, 19 Aug 2024 | CHF 30.0b | CHF 13.3b | CHF 1.7b | 19.2x | 17.4x | 2.3x |
| Wed, 17 Jul 2024 | CHF 29.9b | CHF 13.2b | CHF 1.8b | 19.1x | 17x | 2.3x |
| Fri, 14 Jun 2024 | CHF 28.1b | CHF 13.2b | CHF 1.8b | 18.7x | 16x | 2.1x |
| Sun, 12 May 2024 | CHF 28.4b | CHF 13.2b | CHF 1.8b | 18.8x | 16.2x | 2.1x |
| Tue, 09 Apr 2024 | CHF 29.5b | CHF 13.3b | CHF 1.7b | 20.4x | 17x | 2.2x |
| Thu, 07 Mar 2024 | CHF 28.7b | CHF 13.3b | CHF 1.7b | 15.6x | 16.9x | 2.2x |
| Sat, 03 Feb 2024 | CHF 28.6b | CHF 13.3b | CHF 1.7b | 15.5x | 17x | 2.1x |
| Mon, 01 Jan 2024 | CHF 28.3b | CHF 13.3b | CHF 1.7b | 15.4x | 16.8x | 2.1x |
| Wed, 29 Nov 2023 | CHF 28.5b | CHF 13.3b | CHF 1.7b | 15.6x | 16.9x | 2.1x |
| Fri, 27 Oct 2023 | CHF 29.3b | CHF 13.3b | CHF 1.7b | 16.6x | 17.7x | 2.2x |
| Sun, 24 Sep 2023 | CHF 30.4b | CHF 13.3b | CHF 1.7b | 17.2x | 18.4x | 2.3x |
| Tue, 22 Aug 2023 | CHF 29.1b | CHF 13.3b | CHF 1.6b | 20x | 17.9x | 2.2x |
17.9x
Which industries have driven the changes within the Swiss Telecom sector?
| CH Market | -0.85% | |
| Telecom | 1.84% | |
| Media | 2.22% | |
| Telecom Services and Carriers | 1.37% | |
| Entertainment | 0% | 0 |
| Interactive Media and Services | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SCMN Swisscom | CHF 639.00 | 1.6% +CHF 518.0m | 10.6% | PE25.2x | |
| SMG SMG Swiss Marketplace Group Holding | CHF 31.25 | 7.4% +CHF 210.9m | n/a | PE45.3x | |
| TXGN TX Group | CHF 155.40 | 3.3% +CHF 51.4m | -28.6% | PE185.6x | |
| HLEE Highlight Event and Entertainment | CHF 5.80 | 14.9% +CHF 9.7m | -9.4% | PS0.1x | |
| APGN APG|SGA | CHF 202.00 | 0.5% +CHF 3.0m | -6.9% | PE20.1x |