Narrative Update • Aug 12

Over the last 7 days, the Telecom industry has remained flat, although notably SMG Swiss Marketplace Group Holding gained 8.3%. As for the the longer term, the industry is up 4.8% over the past 12 months. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Fri, 14 Aug 2026 | CHF 41.2b | CHF 19.8b | CHF 1.3b | 25x | 32x | 2.1x |
| Sun, 12 Jul 2026 | CHF 39.8b | CHF 19.8b | CHF 1.2b | 25.9x | 33x | 2x |
| Tue, 09 Jun 2026 | CHF 41.1b | CHF 19.8b | CHF 1.2b | 27.1x | 34x | 2.1x |
| Thu, 07 May 2026 | CHF 43.1b | CHF 20.5b | CHF 1.3b | 27.3x | 34.4x | 2.1x |
| Sat, 04 Apr 2026 | CHF 43.1b | CHF 20.5b | CHF 1.3b | 27.4x | 34.4x | 2.1x |
| Mon, 02 Mar 2026 | CHF 46.5b | CHF 20.5b | CHF 1.2b | 29.8x | 38.3x | 2.3x |
| Wed, 28 Jan 2026 | CHF 42.0b | CHF 19.5b | CHF 1.1b | 29.2x | 38.3x | 2.1x |
| Fri, 26 Dec 2025 | CHF 38.5b | CHF 19.5b | CHF 1.1b | 24.1x | 35.1x | 2x |
| Sun, 23 Nov 2025 | CHF 41.7b | CHF 19.5b | CHF 1.1b | 23.1x | 38x | 2.1x |
| Tue, 21 Oct 2025 | CHF 38.1b | CHF 15.5b | CHF 1.4b | 23.6x | 27.5x | 2.5x |
| Thu, 18 Sep 2025 | CHF 33.2b | CHF 15.2b | CHF 1.3b | 22.7x | 24.9x | 2.2x |
| Sat, 16 Aug 2025 | CHF 33.1b | CHF 15.3b | CHF 1.3b | 26.8x | 24.7x | 2.2x |
| Mon, 14 Jul 2025 | CHF 32.4b | CHF 14.3b | CHF 1.5b | 27.3x | 22.2x | 2.3x |
| Wed, 11 Jun 2025 | CHF 32.2b | CHF 14.3b | CHF 1.5b | 28.6x | 21.8x | 2.2x |
| Fri, 09 May 2025 | CHF 30.9b | CHF 13.3b | CHF 1.6b | 27.4x | 19.8x | 2.3x |
| Sun, 06 Apr 2025 | CHF 29.5b | CHF 13.3b | CHF 1.6b | 26.1x | 18.9x | 2.2x |
| Tue, 04 Mar 2025 | CHF 29.7b | CHF 13.3b | CHF 1.6b | 20x | 18.8x | 2.2x |
| Thu, 30 Jan 2025 | CHF 29.7b | CHF 13.3b | CHF 1.7b | 18.8x | 17.2x | 2.2x |
| Sat, 28 Dec 2024 | CHF 28.8b | CHF 13.3b | CHF 1.7b | 18.4x | 16.7x | 2.2x |
| Mon, 25 Nov 2024 | CHF 28.9b | CHF 13.3b | CHF 1.7b | 17.9x | 16.8x | 2.2x |
| Wed, 23 Oct 2024 | CHF 31.3b | CHF 13.3b | CHF 1.7b | 19.2x | 18x | 2.4x |
| Fri, 20 Sep 2024 | CHF 30.4b | CHF 13.3b | CHF 1.7b | 19.3x | 17.5x | 2.3x |
| Sun, 18 Aug 2024 | CHF 30.0b | CHF 13.3b | CHF 1.7b | 19.2x | 17.4x | 2.3x |
| Tue, 16 Jul 2024 | CHF 29.8b | CHF 13.2b | CHF 1.8b | 19.1x | 17x | 2.3x |
| Thu, 13 Jun 2024 | CHF 28.4b | CHF 13.2b | CHF 1.8b | 18.9x | 16.2x | 2.1x |
| Sat, 11 May 2024 | CHF 28.4b | CHF 13.2b | CHF 1.8b | 18.8x | 16.2x | 2.1x |
| Mon, 08 Apr 2024 | CHF 29.7b | CHF 13.3b | CHF 1.7b | 20.3x | 17.1x | 2.2x |
| Wed, 06 Mar 2024 | CHF 28.6b | CHF 13.3b | CHF 1.7b | 15.6x | 16.8x | 2.2x |
| Fri, 02 Feb 2024 | CHF 28.5b | CHF 13.3b | CHF 1.7b | 15.5x | 16.9x | 2.1x |
| Sun, 31 Dec 2023 | CHF 28.3b | CHF 13.3b | CHF 1.7b | 15.4x | 16.8x | 2.1x |
| Tue, 28 Nov 2023 | CHF 28.5b | CHF 13.3b | CHF 1.7b | 15.7x | 16.9x | 2.1x |
| Thu, 26 Oct 2023 | CHF 29.3b | CHF 13.3b | CHF 1.7b | 16.6x | 17.8x | 2.2x |
| Sat, 23 Sep 2023 | CHF 30.4b | CHF 13.3b | CHF 1.7b | 17.2x | 18.4x | 2.3x |
| Mon, 21 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 | -0.16% | |
| Telecom | -0.71% | |
| Media | 1.79% | |
| Entertainment | 0% | 0 |
| Interactive Media and Services | 0% | 0 |
| Telecom Services and Carriers | -1.54% | |
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 |