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Swedish (OMX) Consumer Discretionary Sector Analysis

UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies93
  • 7D-2.7%
  • 3M-2.6%
  • 1Y-12.6%
  • YTD0.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.7%, driven by a pullback from H & M Hennes & Mauritz of 6.9%. Overall the industry is down 13% in 12 months. 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
Fri, 21 Feb 2025SEK 832.7bSEK 1.1tSEK 44.5b19.6x18.7x0.7x
Sun, 19 Jan 2025SEK 777.5bSEK 1.1tSEK 41.1b18.4x18.9x0.7x
Tue, 17 Dec 2024SEK 798.2bSEK 1.1tSEK 41.0b17.5x19.4x0.7x
Thu, 14 Nov 2024SEK 808.6bSEK 1.1tSEK 41.2b17.4x19.6x0.7x
Sat, 12 Oct 2024SEK 887.2bSEK 1.1tSEK 40.9b18.3x21.7x0.8x
Mon, 09 Sep 2024SEK 849.9bSEK 1.1tSEK 42.0b17.9x20.2x0.8x
Wed, 07 Aug 2024SEK 841.2bSEK 1.1tSEK 41.5b17.3x20.3x0.7x
Fri, 05 Jul 2024SEK 911.6bSEK 1.1tSEK 39.3b18.2x23.2x0.8x
Sun, 02 Jun 2024SEK 962.4bSEK 1.1tSEK 37.7b18.9x25.5x0.9x
Tue, 30 Apr 2024SEK 964.3bSEK 1.1tSEK 37.9b19.1x25.5x0.9x
Thu, 28 Mar 2024SEK 1.0tSEK 1.1tSEK 37.7b19.3x26.6x0.9x
Sat, 24 Feb 2024SEK 920.2bSEK 1.1tSEK 37.2b18.4x24.7x0.8x
Mon, 22 Jan 2024SEK 894.6bSEK 1.1tSEK 38.2b17.6x23.4x0.8x
Wed, 20 Dec 2023SEK 972.3bSEK 1.1tSEK 37.7b18.3x25.8x0.9x
Fri, 17 Nov 2023SEK 917.0bSEK 1.1tSEK 40.0b18x22.9x0.8x
Sun, 15 Oct 2023SEK 884.2bSEK 1.1tSEK 36.8b14.2x24x0.8x
Tue, 12 Sep 2023SEK 937.8bSEK 1.1tSEK 34.7b14.3x27.1x0.8x
Thu, 10 Aug 2023SEK 998.5bSEK 1.1tSEK 34.2b16.5x29.2x0.9x
Sat, 08 Jul 2023SEK 1.0tSEK 1.1tSEK 41.0b15.5x24.7x0.9x
Mon, 05 Jun 2023SEK 1.2tSEK 1.1tSEK 41.1b16.1x28.6x1.1x
Wed, 03 May 2023SEK 1.1tSEK 1.1tSEK 40.8b15.3x27.9x1.1x
Fri, 31 Mar 2023SEK 954.6bSEK 1.0tSEK 41.9b16.8x22.8x0.9x
Sun, 26 Feb 2023SEK 913.4bSEK 1.0tSEK 42.1b15.3x21.7x0.9x
Tue, 24 Jan 2023SEK 919.4bSEK 1.0tSEK 51.6b14.1x17.8x0.9x
Thu, 22 Dec 2022SEK 839.6bSEK 1.0tSEK 51.6b14.1x16.3x0.8x
Sat, 19 Nov 2022SEK 859.5bSEK 1.0tSEK 51.8b13.1x16.6x0.9x
Mon, 17 Oct 2022SEK 789.1bSEK 979.0bSEK 55.4b11.4x14.3x0.8x
Wed, 14 Sep 2022SEK 865.4bSEK 967.1bSEK 58.5b12.6x14.8x0.9x
Fri, 12 Aug 2022SEK 990.7bSEK 966.3bSEK 59.6b13.8x16.6x1x
Sun, 10 Jul 2022SEK 968.8bSEK 956.6bSEK 53.2b13.9x18.2x1x
Tue, 07 Jun 2022SEK 1.0tSEK 952.2bSEK 52.6b17.7x19.9x1.1x
Thu, 05 May 2022SEK 1.0tSEK 950.6bSEK 52.6b16.7x19.7x1.1x
Sat, 02 Apr 2022SEK 1.0tSEK 931.7bSEK 54.6b17.4x18.9x1.1x
Mon, 28 Feb 2022SEK 1.1tSEK 922.1bSEK 53.3b20.7x20.4x1.2x
Price to Earnings Ratio

20.4x


Total Market Cap: SEK 1.1tTotal Earnings: SEK 53.3bTotal Revenue: SEK 922.1bTotal 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 18.7x 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 0.88x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 5.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.5% 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-0.47%
Consumer Discretionary-2.73%
Auto2.89%
Online Retail and Ecommerce0%0
Hospitality-0.26%
General Merchandise and Department Stores-0.50%
Retail Distributors-0.70%
Consumer Services-1.20%
Luxury-2.55%
Consumer Durables-3.27%
Leisure-3.73%
Auto Components-3.93%
Specialty Stores-5.68%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 30.9x.
    • Analysts are expecting annual earnings growth of 23.4%, which is lower than the prior year's growth of 61.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 77% over the next 5 years.
  • This is better than its past earnings growth rate of 31% per year.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 9.0% 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
VOLCAR B Volvo Car AB (publ.)SEK 22.993.1%
+SEK 2.0b		-38.6%PE4.4x
SHOT Scandic Hotels GroupSEK 86.007.2%
+SEK 1.3b		67.7%PE29.1x
ZZ B ZinzinoSEK 144.607.4%
+SEK 348.3m		79.0%PE29.6x
LYKO A Lyko GroupSEK 131.8013.6%
+SEK 241.9m		19.4%PE96.1x
CDON CDONSEK 73.009.9%
+SEK 71.0m		-48.8%PS1.8x
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