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Finnish (OMX) Consumer Discretionary Sector Analysis

UpdatedFeb 18, 2026
DataAggregated Company Financials
Companies22
  • 7D-3.1%
  • 3M0.9%
  • 1Y-1.5%
  • YTD-0.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.9%, driven by declines in Harvia Oyj and Marimekko Oyj of 9.9% and 14%, respectively. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 33% annually.

Sector Valuation and Performance

Has the Finnish Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Feb 2026€7.9b€11.6b€108.0m17.8x73.3x0.7x
Fri, 16 Jan 2026€8.2b€11.6b€66.4m18.4x123.5x0.7x
Sun, 14 Dec 2025€7.9b€11.6b€67.4m18.3x116.5x0.7x
Tue, 11 Nov 2025€8.0b€11.6b€75.5m20.6x106.2x0.7x
Thu, 09 Oct 2025€7.8b€11.6b€46.3m26x169.2x0.7x
Sat, 06 Sep 2025€8.2b€11.5b€41.7m26.6x195.6x0.7x
Mon, 04 Aug 2025€8.3b€11.6b€59.3m30.7x139.5x0.7x
Wed, 02 Jul 2025€7.8b€11.5b€8.1m33.1x973x0.7x
Fri, 30 May 2025€8.0b€11.5b€7.7m38.8x1041.9x0.7x
Sun, 27 Apr 2025€8.0b€11.5b€27.5m30.8x290.8x0.7x
Tue, 25 Mar 2025€8.1b€11.5b€38.9m23.1x207.7x0.7x
Thu, 20 Feb 2025€8.0b€11.6b€46.2m21.3x173.9x0.7x
Sat, 18 Jan 2025€7.8b€11.6b€95.5m21.5x82.1x0.7x
Mon, 16 Dec 2024€7.8b€11.6b€93.6m22.5x83.7x0.7x
Wed, 13 Nov 2024€8.2b€12.2b€71.1m21.7x115.2x0.7x
Fri, 11 Oct 2024€8.7b€12.3b€126.7m21.3x68.9x0.7x
Sun, 08 Sep 2024€8.6b€12.2b€120.8m21.5x71.1x0.7x
Tue, 06 Aug 2024€8.4b€11.6b€146.9m20.7x57.5x0.7x
Thu, 04 Jul 2024€9.0b€11.7b€231.5m24.4x38.8x0.8x
Sat, 01 Jun 2024€9.3b€11.7b€231.8m25.9x40.2x0.8x
Mon, 29 Apr 2024€9.0b€11.6b€256.7m22.3x35.2x0.8x
Wed, 27 Mar 2024€8.7b€11.6b€319.9m20x27.3x0.8x
Fri, 23 Feb 2024€8.5b€11.5b€317.3m20.5x26.7x0.7x
Sun, 21 Jan 2024€8.4b€12.1b€106.0m24.1x78.9x0.7x
Tue, 19 Dec 2023€8.1b€12.1b€106.0m24.8x76.8x0.7x
Thu, 16 Nov 2023€7.9b€12.0b€111.2m22.4x70.7x0.7x
Sat, 14 Oct 2023€7.5b€12.2b€95.3m20.4x79.2x0.6x
Mon, 11 Sep 2023€7.9b€12.2b€96.5m22.4x81.4x0.6x
Wed, 09 Aug 2023€7.7b€12.2b€100.6m19.7x76.5x0.6x
Fri, 07 Jul 2023€7.3b€12.4b€247.5m17.3x29.6x0.6x
Sun, 04 Jun 2023€7.5b€12.4b€247.5m17.2x30.5x0.6x
Tue, 02 May 2023€7.8b€11.9b€277.5m16.1x28.1x0.7x
Thu, 30 Mar 2023€7.5b€12.5b€296.0m14.6x25.3x0.6x
Sat, 25 Feb 2023€7.8b€12.5b€345.4m14.3x22.7x0.6x
Price to Earnings Ratio

22.7x


Total Market Cap: €7.8bTotal Earnings: €345.4mTotal Revenue: €12.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Finnish Consumer Discretionary Sector Price to Earnings3Y Average 146x202420252026
Current Industry PE
  • Investors are pessimistic on the Finnish Consumer Discretionary 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 73.1x which is lower than its 3-year average PE of 146x.
  • The industry is trading close to its 3-year average PS ratio of 0.69x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 32% per year over the last three years,
  • Revenues have also declined 2.6% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Finnish Consumer Discretionary sector?

FI Market0.12%
Consumer Discretionary-3.09%
Online Retail and Ecommerce0%0
Consumer Durables-1.10%
Hospitality-1.19%
General Merchandise and Department Stores-1.42%
Specialty Stores-1.93%
Auto Components-2.17%
Retail Distributors-4.74%
Leisure-8.03%
Luxury-14.28%
Industry PE
  • Investors are most optimistic about the Retail Distributors industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 32.6%, which is higher than its past year's earnings growth of 8.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 113% over the next 5 years.
  • In contrast, the Luxury industry is expected to see its earnings grow by 11% 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
TOKMAN Tokmanni Group Oyj€8.241.8%
+€8.5m		-42.3%PE13.7x
VIK1V Viking Line Abp€20.700.5%
+€1.7m		-5.9%PE22.4x
REKA Reka Industrial Oyj€4.721.9%
+€539.6k		-22.4%PE17.8x

Latest News

MEKKO
€11.22
Marimekko Oyj
7D
-14.7%
1Y
-12.1%

MEKKO: Higher Discount Rate Will Still Support Positive Earnings And Dividend Story

Analysts have trimmed their fair value estimate for Marimekko Oyj from €14.02 to €13.00 as they factor in a higher discount rate, along with slightly softer revenue growth and profit margin assumptions, even as some recent research has turned more positive on the shares. Analyst Commentary Analysts are reassessing Marimekko Oyj with a slightly lower fair value, even as some research has turned more positive on the shares.
VIK1V
€20.70
Viking Line Abp
7D
0.5%
1Y
-5.9%
YIT
€2.78
YIT Oyj
7D
-2.6%
1Y
23.8%

YIT: New Construction Projects And Slightly Tighter Assumptions Will Shape A Balanced Outlook

Analysts have lowered their fair value estimate for YIT Oyj from €3.08 to €2.98, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that collectively indicate a more cautious view of the shares. What's in the News YIT started construction on the first plot of Helsinki's Circular Economy Block in Jatkasaari, a more than 11,000 square meter complex that will include 70 right-of-occupancy apartments, 84 senior rental apartments, service spaces and business premises.
HARVIA
€38.05
Harvia Oyj
7D
-8.4%
1Y
-17.5%

Harvia Oyj's (HEL:HARVIA) Upcoming Dividend Will Be Larger Than Last Year's

Feb 15
Harvia Oyj's (HEL:HARVIA) Upcoming Dividend Will Be Larger Than Last Year's
VERK
€3.69
Verkkokauppa.com Oyj
7D
-4.2%
1Y
83.6%
TYRES
€10.89
Nokian Renkaat Oyj
7D
-2.2%
1Y
68.6%

Nokian Renkaat Oyj Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Feb 13
Nokian Renkaat Oyj Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
NOHO
€7.72
NoHo Partners Oyj
7D
-4.7%
1Y
-16.1%
MUSTI
€18.32
Musti Group Oyj
7D
-1.6%
1Y
-9.8%
PUUILO
€12.05
Puuilo Oyj
7D
-2.7%
1Y
19.9%

PUUILO: Future Returns Will Stay Underappreciated As Guidance Holds And Assumptions Stay Steady

Analysts have fine tuned their view on Puuilo Oyj, keeping fair value unchanged at €14.40 while making only small adjustments to the discount rate, growth, margin, and future P/E assumptions. This reflects a broadly steady outlook with modest tweaks to their pricing model.
TOKMAN
€8.24
Tokmanni Group Oyj
7D
1.8%
1Y
-42.3%

TOKMAN: Dividend Pause And Investments Will Support Balanced Outlook And Steady Prospects

Analysts have lifted their price target for Tokmanni Group Oyj to €8.43 from €7.93, citing updated assumptions around discount rates, modestly higher revenue growth, slightly stronger profit margins and a higher future P/E multiple. What's in the News OP Corporate Bank plc has been added as Co Lead Underwriter for Tokmanni Group Oyj's €99.116 million fixed income offering, expanding the bank group supporting the deal (Key Developments).
REKA
€4.72
Reka Industrial Oyj
7D
1.9%
1Y
-22.4%