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Finnish (OMX) Consumer Discretionary Sector Analysis

UpdatedJun 07, 2026
DataAggregated Company Financials
Companies22
  • 7D-0.4%
  • 3M5.4%
  • 1Y-2.0%
  • YTD-1.6%

Last week, the Consumer Discretionary industry hasn't moved much but Puuilo Oyj is up 6.7% in that time. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 31% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 07 Jun 2026€7.8b€11.6b€127.1m18x61.5x0.7x
Tue, 05 May 2026€7.5b€11.6b€122.5m16.3x61.5x0.6x
Thu, 02 Apr 2026€7.4b€11.6b€110.3m17.1x67.1x0.6x
Sat, 28 Feb 2026€7.9b€11.6b€106.2m17.7x74.3x0.7x
Mon, 26 Jan 2026€8.3b€11.6b€66.4m18.6x124.5x0.7x
Wed, 24 Dec 2025€7.8b€11.6b€67.4m18.1x115.8x0.7x
Fri, 21 Nov 2025€7.8b€11.6b€71.5m18.5x109.4x0.7x
Sun, 19 Oct 2025€7.7b€11.6b€44.6m22.9x173.4x0.7x
Tue, 16 Sep 2025€8.3b€11.6b€46.3m27.3x179.3x0.7x
Thu, 14 Aug 2025€8.0b€11.5b€59.2m27.1x135.6x0.7x
Sat, 12 Jul 2025€8.2b€11.5b€7.8m35.4x1044.1x0.7x
Mon, 09 Jun 2025€8.0b€11.5b€7.7m38.7x1036.4x0.7x
Wed, 07 May 2025€8.0b€11.5b€29.4m31.6x272.3x0.7x
Fri, 04 Apr 2025€7.7b€11.5b€45.9m21.5x166.9x0.7x
Sun, 02 Mar 2025€8.0b€11.6b€46.6m22.1x170.8x0.7x
Tue, 28 Jan 2025€8.0b€11.6b€95.5m21.7x83.7x0.7x
Thu, 26 Dec 2024€7.8b€11.6b€94.0m21.2x82.7x0.7x
Sat, 23 Nov 2024€8.2b€12.2b€70.6m21.4x116x0.7x
Mon, 21 Oct 2024€8.8b€12.3b€126.7m21.8x69.2x0.7x
Wed, 18 Sep 2024€8.7b€12.3b€124.0m21.5x70x0.7x
Fri, 16 Aug 2024€8.8b€11.6b€146.1m21.7x60.4x0.8x
Sun, 14 Jul 2024€9.1b€11.7b€231.5m24.5x39.3x0.8x
Tue, 11 Jun 2024€9.2b€11.7b€231.8m25x39.5x0.8x
Thu, 09 May 2024€9.0b€11.6b€237.1m24.8x38.1x0.8x
Sat, 06 Apr 2024€8.9b€11.6b€318.0m20.8x27.9x0.8x
Mon, 04 Mar 2024€8.5b€11.5b€319.6m21.1x26.6x0.7x
Wed, 31 Jan 2024€8.6b€12.1b€106.0m25.7x80.7x0.7x
Fri, 29 Dec 2023€8.5b€12.1b€106.0m25.3x80.3x0.7x
Sun, 26 Nov 2023€7.7b€12.1b€107.8m22.3x71.7x0.6x
Tue, 24 Oct 2023€7.2b€12.2b€95.3m19.2x75.3x0.6x
Thu, 21 Sep 2023€7.9b€12.2b€98.8m21.9x80.3x0.7x
Sat, 19 Aug 2023€7.7b€12.2b€95.3m21x81.1x0.6x
Mon, 17 Jul 2023€7.7b€12.4b€248.1m18.2x30.9x0.6x
Wed, 14 Jun 2023€7.8b€12.4b€247.5m18.8x31.5x0.6x
Price to Earnings Ratio

31.5x


Total Market Cap: €7.8bTotal Earnings: €247.5mTotal Revenue: €12.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Finnish Consumer Discretionary Sector Price to Earnings3Y Average 149.6x202420252026
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 61.5x which is lower than its 3-year average PE of 150x.
  • 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 20% per year over the last three years,
  • Revenues have also declined 2.0% 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 Market0.27%
Consumer Discretionary-0.45%
Retail Distributors4.53%
General Merchandise and Department Stores3.53%
Hospitality0.92%
Luxury0.88%
Online Retail and Ecommerce0%0
Auto Components-0.37%
Specialty Stores-1.72%
Leisure-2.12%
Consumer Durables-4.38%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 23.9x.
    • Analysts are expecting annual earnings growth of 54.3%, which is lower than the prior year's growth of 191.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 57% over the next 5 years.
  • In contrast, the Retail Distributors industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
PUUILO Puuilo Oyj€14.026.7%
+€73.9m		7.3%PE21x
KAMUX Kamux Oyj€1.659.3%
+€5.3m		-18.3%PE157.2x
MEKKO Marimekko Oyj€10.561.1%
+€4.9m		-21.3%PE17x
NOHO NoHo Partners Oyj€7.323.1%
+€4.6m		-20.6%PE16x
VERK Verkkokauppa.com Oyj€2.822.0%
+€2.5m		6.2%PE10.6x

Latest News

YIT
€2.61
YIT Oyj
7D
-4.7%
1Y
1.5%
Narrative Update • Jun 05

YIT: New Operating Model And Order Wins Will Shape Balanced Outlook

Analysts have kept their price target on YIT Oyj broadly stable around €2.82, citing slightly lower discount rate assumptions and a marginally reduced future P/E multiple as the main drivers behind the refined valuation inputs. What's in the News YIT is taking part in Helsinki's West Helsinki Light Rail project, with a total project value for the company of about €62 million.
ORTHEX
€4.40
Orthex Oyj
7D
0.7%
1Y
-8.3%
Narrative Update • Jun 04

ORTHEX: Dividend And Reusable Container Pilot Will Support Future Upside

Analysts now see fair value for Orthex Oyj at €5.00, down from €5.30, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News A board meeting is scheduled for 14 April 2026 with an agenda to consider changes to the board of directors.
MEKKO
€10.56
Marimekko Oyj
7D
1.1%
1Y
-21.3%
LINDEX
€2.22
Lindex Group Oyj
7D
-1.6%
1Y
-19.0%
Narrative Update • Jun 03

LINDEX: Stable Assumptions And 2026 Outlook Will Support Upside Potential

Analysts have maintained their fair value estimate for Lindex Group Oyj at €2.75 per share, leaving the price target unchanged as they see the underlying assumptions on discount rate, revenue growth and profit margins as broadly steady. What's in the News Lindex Group Oyj issued revenue guidance for full year 2026, indicating that revenue in local currencies is expected to grow compared to 2025.
SPINN
€0.44
Spinnova Oyj
7D
-4.3%
1Y
-10.2%
Narrative Update • Jun 02

SPINN: Future Outlook Will Rely On Stable Assumptions And Board Governance

Analysts keep their fair value estimate for Spinnova Oyj steady at €0.45, citing only modest tweaks to assumptions around the discount rate, profit margin and future P/E rather than any shift in the core outlook. What's in the News Spinnova Oyj has scheduled a board meeting for April 15, 2026.
FSKRS
€13.84
Fiskars Oyj Abp
7D
-4.6%
1Y
-1.0%
WETTERI
€0.17
Wetteri Oyj
7D
-2.3%
1Y
-16.0%
PUUILO
€14.02
Puuilo Oyj
7D
6.7%
1Y
7.3%
Narrative Update • May 27

PUUILO: Future Returns Will Rely On Dividends Buybacks And Earnings Guidance

Analysts have adjusted their average price target for Puuilo Oyj slightly lower from €14.25 to about €14.23, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E that remain broadly consistent with earlier assessments. What's in the News The Annual General Meeting on 12 May 2026 approved an aggregate dividend of €0.66 per share for the financial year ended 31 January 2026.
NOHO
€7.32
NoHo Partners Oyj
7D
3.1%
1Y
-20.6%
HARVIA
€39.90
Harvia Oyj
7D
-2.4%
1Y
-19.6%
Narrative Update • May 25

HARVIA: Dividend Policy And 2026 Guidance Will Support Bullish Outlook

Analysts have kept their Harvia Oyj price target steady at €47.50. They cite slightly lower projected revenue growth and margins, along with a modestly higher future P/E assumption, as the main drivers behind the unchanged fair value view.
VERK
€2.82
Verkkokauppa.com Oyj
7D
2.0%
1Y
6.2%
New Narrative • May 20

Fast Delivery Expansion Will Pressure Margins And Keep Long Term Prospects Muted

Catalysts About Verkkokauppa.com Oyj Verkkokauppa.com Oyj operates an online focused retail business with fast delivery services and a growing international presence. What are the underlying business or industry changes driving this perspective?
RAP1V
€1.24
Rapala VMC
7D
3.3%
1Y
1.2%
KAMUX
€1.65
Kamux Oyj
7D
9.3%
1Y
-18.3%
TYRES
€11.03
Nokian Renkaat Oyj
7D
-0.4%
1Y
75.5%
New Narrative • May 09

Future Margin Targets And Mix Shift Will Likely Limit Long Term Upside

Catalysts About Nokian Renkaat Oyj Nokian Renkaat Oyj develops and manufactures tires for passenger cars, heavy vehicles and related tire services, with a particular focus on winter, all season and specialty products. What are the underlying business or industry changes driving this perspective?
MUSTI
€15.00
Musti Group Oyj
7D
-2.9%
1Y
-28.2%
DUELL
€1.93
Duell Oyj
7D
14.2%
1Y
-70.8%