Investing IdeasBrowse All StocksMarkets

Have your own idea? Try our Stock Screener

Header cover image

Swedish (OMX) Consumer Discretionary Sector Analysis

UpdatedJan 21, 2025
DataAggregated Company Financials
Companies89
  • 7D3.3%
  • 3M-7.4%
  • 1Y-9.8%
  • YTD-0.5%

In the last week, the Consumer Discretionary industry is up 3.6%, with H & M Hennes & Mauritz up 5.0%. In contrast, the industry has lost 9.6% in the last 12 months. As for the next few years, earnings are expected to grow by 23% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jan 2025SEK 776.6bSEK 1.1tSEK 41.0b18.4x18.9x0.7x
Thu, 19 Dec 2024SEK 799.6bSEK 1.1tSEK 41.1b17.5x19.5x0.7x
Sat, 16 Nov 2024SEK 817.1bSEK 1.1tSEK 41.2b17.2x19.8x0.7x
Mon, 14 Oct 2024SEK 887.2bSEK 1.1tSEK 40.9b18.3x21.7x0.8x
Wed, 11 Sep 2024SEK 844.9bSEK 1.1tSEK 42.1b18.2x20.1x0.8x
Fri, 09 Aug 2024SEK 854.2bSEK 1.1tSEK 41.5b17.4x20.6x0.8x
Sun, 07 Jul 2024SEK 911.8bSEK 1.1tSEK 39.3b18.3x23.2x0.8x
Tue, 04 Jun 2024SEK 959.2bSEK 1.1tSEK 37.6b19x25.5x0.9x
Thu, 02 May 2024SEK 961.1bSEK 1.1tSEK 37.9b19x25.4x0.9x
Sat, 30 Mar 2024SEK 1.0tSEK 1.1tSEK 38.4b19.1x26.2x0.9x
Mon, 26 Feb 2024SEK 920.2bSEK 1.1tSEK 37.1b18.4x24.8x0.8x
Wed, 24 Jan 2024SEK 915.5bSEK 1.1tSEK 38.2b17.1x24x0.8x
Fri, 22 Dec 2023SEK 964.5bSEK 1.1tSEK 37.6b18.4x25.6x0.9x
Sun, 19 Nov 2023SEK 933.3bSEK 1.1tSEK 40.1b17.5x23.3x0.8x
Tue, 17 Oct 2023SEK 895.4bSEK 1.1tSEK 36.7b14.4x24.4x0.8x
Thu, 14 Sep 2023SEK 942.1bSEK 1.1tSEK 34.7b14.2x27.1x0.9x
Sat, 12 Aug 2023SEK 992.8bSEK 1.1tSEK 34.4b16.6x28.9x0.9x
Mon, 10 Jul 2023SEK 1.0tSEK 1.1tSEK 41.0b15.5x24.7x0.9x
Wed, 07 Jun 2023SEK 1.2tSEK 1.1tSEK 41.3b16x28.7x1.1x
Fri, 05 May 2023SEK 1.2tSEK 1.1tSEK 40.8b15.4x28.2x1.1x
Sun, 02 Apr 2023SEK 970.5bSEK 1.0tSEK 42.1b16.9x23x0.9x
Tue, 28 Feb 2023SEK 935.8bSEK 1.0tSEK 42.0b15.8x22.3x0.9x
Thu, 26 Jan 2023SEK 919.1bSEK 1.0tSEK 51.6b14x17.8x0.9x
Sat, 24 Dec 2022SEK 835.2bSEK 1.0tSEK 51.7b13.6x16.1x0.8x
Mon, 21 Nov 2022SEK 859.5bSEK 1.0tSEK 51.7b13.1x16.6x0.9x
Wed, 19 Oct 2022SEK 836.7bSEK 978.7bSEK 55.2b11.8x15.2x0.9x
Fri, 16 Sep 2022SEK 823.1bSEK 967.8bSEK 58.6b12.1x14.1x0.9x
Sun, 14 Aug 2022SEK 995.9bSEK 966.9bSEK 59.7b13.8x16.7x1x
Tue, 12 Jul 2022SEK 950.8bSEK 956.4bSEK 53.2b13.3x17.9x1x
Thu, 09 Jun 2022SEK 1.1tSEK 952.3bSEK 52.6b17.1x20.1x1.1x
Sat, 07 May 2022SEK 996.1bSEK 951.0bSEK 52.6b16.5x18.9x1x
Mon, 04 Apr 2022SEK 1.0tSEK 931.7bSEK 54.6b17.4x18.9x1.1x
Wed, 02 Mar 2022SEK 1.1tSEK 922.5bSEK 53.4b20.1x19.8x1.1x
Fri, 28 Jan 2022SEK 1.2tSEK 907.0bSEK 53.3b20.4x22x1.3x
Price to Earnings Ratio

22x


Total Market Cap: SEK 1.2tTotal Earnings: SEK 53.3bTotal Revenue: SEK 907.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Swedish Consumer Discretionary Sector Price to Earnings3Y Average 22.3x202320242025
Current Industry PE
  • Investors are pessimistic on the Swedish 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 18.9x which is lower than its 3-year average PE of 22.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.93x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 8.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.9% per year.
  • This means that although more sales are being generated, 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 Swedish Consumer Discretionary sector?

SE Market4.42%
Consumer Discretionary3.35%
Auto Components7.82%
General Merchandise and Department Stores7.63%
Consumer Durables7.50%
Leisure7.04%
Specialty Stores4.26%
Retail Distributors3.24%
Luxury2.43%
Auto1.34%
Hospitality0.65%
Online Retail and Ecommerce0%0
Consumer Services-0.87%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 30.3x.
    • Analysts expect its future annual earnings growth (30.4%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Durables industry, expecting annual earnings growth of 93% over the next 5 years.
  • This is better than its past earnings decline of 36% per year.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 12% 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
HM B H & M Hennes & MauritzSEK 149.103.7%
+SEK 8.6b		-5.7%PE23.6x
THULE Thule GroupSEK 341.608.2%
+SEK 2.8b		34.1%PE31.1x
ELUX B AB ElectroluxSEK 101.6511.2%
+SEK 2.8b		4.4%PS0.2x
DOM Dometic GroupSEK 52.558.1%
+SEK 1.3b		-37.0%PS0.7x
CLAS B Clas OhlsonSEK 224.409.4%
+SEK 1.2b		53.0%PE19.3x
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlans & PricingLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & EnterpriseWhat's New
Financial Services GuideTerms and ConditionsPrivacy Policy
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

HM B

SEK 149.10

H & M Hennes & Mauritz

7D

3.7%

1Y

-5.7%

H & M Hennes & Mauritz AB (publ) (STO:HM B) Not Flying Under The Radar

Jan 20
H & M Hennes & Mauritz AB (publ) (STO:HM B) Not Flying Under The Radar

EVO

SEK 843.00

Evolution

7D

-0.2%

1Y

-30.5%

FABLE

SEK 4.70

Fable Media Group

7D

-6.0%

1Y

-26.3%

Fable Media Group AB (NGM:FABLE) Stock's 28% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Jan 18
Fable Media Group AB (NGM:FABLE) Stock's 28% Dive Might Signal An Opportunity But It Requires Some Scrutiny

CLAS B

SEK 224.40

Clas Ohlson

7D

9.4%

1Y

53.0%

ACAD

SEK 66.20

AcadeMedia

7D

-1.0%

1Y

16.7%

RUSTA

SEK 77.35

Rusta

7D

9.7%

1Y

10.2%

THULE

SEK 341.60

Thule Group

7D

8.2%

1Y

34.1%

OBAB

SEK 13.40

Online Brands Nordic

7D

-3.2%

1Y

-7.3%

VOLCAR B

SEK 23.29

Volvo Car AB (publ.)

7D

1.2%

1Y

-11.0%

Volvo Car AB (publ.) (STO:VOLCAR B) Is Doing The Right Things To Multiply Its Share Price

Jan 05
Volvo Car AB (publ.) (STO:VOLCAR B) Is Doing The Right Things To Multiply Its Share Price

ELUX B

SEK 101.65

AB Electrolux

7D

11.2%

1Y

4.4%

Fewer Investors Than Expected Jumping On AB Electrolux (publ) (STO:ELUX B)

Dec 22
Fewer Investors Than Expected Jumping On AB Electrolux (publ) (STO:ELUX B)

SHOT

SEK 70.40

Scandic Hotels Group

7D

7.5%

1Y

50.1%

DOM

SEK 52.55

Dometic Group

7D

8.1%

1Y

-37.0%

ATIC

SEK 5.64

Actic Group

7D

-9.3%

1Y

20.0%

DSNO

SEK 0.28

Desenio Group

7D

-27.9%

1Y

-28.7%

EMB

SEK 0.42

EMB Mission Bound

7D

-20.4%

1Y

14.7%

CDON

SEK 86.00

CDON

7D

-1.6%

1Y

-41.0%

There's Reason For Concern Over CDON AB's (STO:CDON) Massive 28% Price Jump

Oct 28
There's Reason For Concern Over CDON AB's (STO:CDON) Massive 28% Price Jump