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Swedish (OMX) Consumer Discretionary Sector Analysis

UpdatedJun 03, 2025
DataAggregated Company Financials
Companies90
  • 7D-1.3%
  • 3M-7.2%
  • 1Y-26.6%
  • YTD-10.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.3%, driven by pullbacks in H & M Hennes & Mauritz and Volvo Car AB (publ.) of 1.8% and 6.4%, respectively. However, the industry is down 27% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Jun 2025SEK 741.5bSEK 1.1tSEK 42.9b19.9x17.3x0.7x
Thu, 01 May 2025SEK 736.5bSEK 1.1tSEK 36.7b19.7x20.1x0.7x
Sat, 29 Mar 2025SEK 754.2bSEK 1.1tSEK 37.4b18.3x20.2x0.7x
Mon, 24 Feb 2025SEK 832.0bSEK 1.1tSEK 44.8b19.8x18.6x0.7x
Wed, 22 Jan 2025SEK 780.5bSEK 1.1tSEK 41.0b18.3x19x0.7x
Fri, 20 Dec 2024SEK 783.4bSEK 1.1tSEK 41.0b17.4x19.1x0.7x
Sun, 17 Nov 2024SEK 813.5bSEK 1.1tSEK 41.3b17.2x19.7x0.7x
Tue, 15 Oct 2024SEK 887.2bSEK 1.1tSEK 40.9b18.3x21.7x0.8x
Thu, 12 Sep 2024SEK 842.2bSEK 1.1tSEK 42.1b18.2x20x0.7x
Sat, 10 Aug 2024SEK 860.9bSEK 1.1tSEK 41.5b17.3x20.7x0.8x
Mon, 08 Jul 2024SEK 911.8bSEK 1.1tSEK 39.3b18.3x23.2x0.8x
Wed, 05 Jun 2024SEK 954.4bSEK 1.1tSEK 37.5b19x25.4x0.9x
Fri, 03 May 2024SEK 940.7bSEK 1.1tSEK 37.7b18.9x24.9x0.8x
Sun, 31 Mar 2024SEK 1.0tSEK 1.1tSEK 38.4b19.1x26.2x0.9x
Tue, 27 Feb 2024SEK 915.7bSEK 1.1tSEK 37.1b18.2x24.7x0.8x
Thu, 25 Jan 2024SEK 920.7bSEK 1.1tSEK 38.2b17.1x24.1x0.8x
Sat, 23 Dec 2023SEK 956.0bSEK 1.1tSEK 37.6b18.1x25.4x0.8x
Mon, 20 Nov 2023SEK 933.3bSEK 1.1tSEK 40.1b17.5x23.3x0.8x
Wed, 18 Oct 2023SEK 895.4bSEK 1.1tSEK 36.7b14.4x24.4x0.8x
Fri, 15 Sep 2023SEK 953.1bSEK 1.1tSEK 34.7b14.1x27.5x0.9x
Sun, 13 Aug 2023SEK 992.8bSEK 1.1tSEK 34.3b16.6x28.9x0.9x
Tue, 11 Jul 2023SEK 1.0tSEK 1.1tSEK 41.0b15.4x24.8x1x
Thu, 08 Jun 2023SEK 1.2tSEK 1.1tSEK 41.3b15.8x28.9x1.1x
Sat, 06 May 2023SEK 1.1tSEK 1.1tSEK 40.7b16.1x28x1.1x
Mon, 03 Apr 2023SEK 970.5bSEK 1.0tSEK 42.1b16.9x23x0.9x
Wed, 01 Mar 2023SEK 939.0bSEK 1.0tSEK 42.1b16x22.3x0.9x
Fri, 27 Jan 2023SEK 929.3bSEK 1.0tSEK 51.7b14.2x18x0.9x
Sun, 25 Dec 2022SEK 835.2bSEK 1.0tSEK 51.7b13.6x16.1x0.8x
Tue, 22 Nov 2022SEK 855.9bSEK 1.0tSEK 51.7b13.4x16.5x0.9x
Thu, 20 Oct 2022SEK 814.4bSEK 978.8bSEK 55.2b11.6x14.7x0.8x
Sat, 17 Sep 2022SEK 821.3bSEK 968.0bSEK 58.6b12x14x0.8x
Mon, 15 Aug 2022SEK 995.9bSEK 966.9bSEK 59.7b13.8x16.7x1x
Wed, 13 Jul 2022SEK 959.1bSEK 956.1bSEK 53.1b13.6x18x1x
Fri, 10 Jun 2022SEK 1.1tSEK 952.7bSEK 52.7b16.6x19.9x1.1x
Price to Earnings Ratio

19.9x


Total Market Cap: SEK 1.1tTotal Earnings: SEK 52.7bTotal Revenue: SEK 952.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Swedish Consumer Discretionary Sector Price to Earnings3Y Average 21.7x202320242025
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 17.3x which is lower than its 3-year average PE of 21.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.85x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 6.6% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.6% 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 Market-0.93%
Consumer Discretionary-1.25%
Leisure1.12%
Retail Distributors0.94%
Online Retail and Ecommerce0%0
Hospitality-0.20%
Consumer Services-0.34%
Luxury-0.63%
Specialty Stores-1.11%
General Merchandise and Department Stores-1.76%
Auto Components-4.18%
Consumer Durables-4.46%
Auto-6.05%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 29.0x.
    • Analysts are expecting annual earnings growth of 28.4%, which is lower than the prior year's growth of 67.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 89% over the next 5 years.
  • This is better than its past earnings decline of 22% per year.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 7.9% 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
CLAS B Clas OhlsonSEK 276.204.6%
+SEK 774.1m		80.1%PE20.8x
MIPS MipsSEK 410.005.8%
+SEK 598.7m		-3.1%PE73.4x
ASMDEE B Asmodee GroupSEK 130.181.8%
+SEK 551.5m		n/aPE594.1x
BETS B BetssonSEK 186.001.4%
+SEK 344.7m		56.6%PE12.5x
HAYPP Haypp GroupSEK 114.009.0%
+SEK 287.2m		40.7%PE55.7x
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Latest News

MEKO

SEK 115.60

Meko

7D

3.0%

1Y

-4.9%

MIPS

SEK 410.00

Mips

7D

5.8%

1Y

-3.1%

HM B

SEK 137.20

H & M Hennes & Mauritz

7D

-1.8%

1Y

-25.4%

BETS B

SEK 186.00

Betsson

7D

1.4%

1Y

56.6%

ASMDEE B

SEK 130.18

Asmodee Group

7D

1.8%

1Y

n/a

Asmodee Group's (STO:ASMDEE B) Strong Earnings Are Of Good Quality

May 29
Asmodee Group's (STO:ASMDEE B) Strong Earnings Are Of Good Quality

BONAV B

SEK 11.26

Bonava

7D

-10.2%

1Y

17.5%

VOLCAR B

SEK 16.98

Volvo Car AB (publ.)

7D

-6.4%

1Y

-51.6%

Slowing Rates Of Return At Volvo Car AB (publ.) (STO:VOLCAR B) Leave Little Room For Excitement

May 27
Slowing Rates Of Return At Volvo Car AB (publ.) (STO:VOLCAR B) Leave Little Room For Excitement

JM

SEK 145.00

JM

7D

-4.0%

1Y

-27.9%

Is JM AB (publ) (STO:JM) Worth kr150 Based On Its Intrinsic Value?

May 24
Is JM AB (publ) (STO:JM) Worth kr150 Based On Its Intrinsic Value?

NELLY

SEK 47.00

Nelly Group

7D

12.4%

1Y

175.2%

ELUX B

SEK 59.22

AB Electrolux

7D

-6.2%

1Y

-41.3%

AB Electrolux's (STO:ELUX B) Returns On Capital Tell Us There Is Reason To Feel Uneasy

May 23
AB Electrolux's (STO:ELUX B) Returns On Capital Tell Us There Is Reason To Feel Uneasy

CLAS B

SEK 276.20

Clas Ohlson

7D

4.6%

1Y

80.1%

HAYPP

SEK 114.00

Haypp Group

7D

9.0%

1Y

40.7%

THULE

SEK 248.80

Thule Group

7D

-1.5%

1Y

-20.4%

BMAX

SEK 55.20

Byggmax Group

7D

3.8%

1Y

37.2%

DOM

SEK 36.60

Dometic Group

7D

-4.7%

1Y

-50.8%

SKIS B

SEK 170.00

SkiStar

7D

-2.6%

1Y

6.5%