Narrative Update • Aug 19

The Consumer Durables is pretty flat in the last 7 days, but JM has stood out, gaining 4.1%. Unfortunately though, the industry is down 39% over the past 12 months. Earnings are forecast to grow by 91% annually.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 28 Aug 2026 | SEK 45.3b | SEK 163.0b | -SEK 2,136,391,993.00 | 18.5x | -21.2x | 0.3x |
| Sun, 26 Jul 2026 | SEK 40.4b | SEK 162.7b | -SEK 332,758,703.00 | 21.6x | -121.4x | 0.2x |
| Tue, 23 Jun 2026 | SEK 26.9b | SEK 163.5b | -SEK 219,058,703.00 | 20.8x | -123x | 0.2x |
| Thu, 21 May 2026 | SEK 33.6b | SEK 163.5b | -SEK 218,940,703.00 | 36.4x | -153.3x | 0.2x |
| Sat, 18 Apr 2026 | SEK 40.6b | SEK 166.5b | SEK 152.1m | 17.4x | 266.7x | 0.2x |
| Mon, 16 Mar 2026 | SEK 38.1b | SEK 166.5b | SEK 152.1m | 16.6x | 250.8x | 0.2x |
| Wed, 11 Feb 2026 | SEK 49.1b | SEK 166.4b | SEK 361.0m | 26.9x | 135.9x | 0.3x |
| Fri, 09 Jan 2026 | SEK 43.2b | SEK 175.0b | -SEK 2,186,871,760.00 | 30.8x | -19.7x | 0.2x |
| Sun, 07 Dec 2025 | SEK 40.5b | SEK 175.2b | -SEK 2,186,679,165.00 | 29.1x | -18.5x | 0.2x |
| Tue, 04 Nov 2025 | SEK 41.7b | SEK 175.4b | -SEK 337,451,165.00 | 29.8x | -123.7x | 0.2x |
| Thu, 02 Oct 2025 | SEK 39.4b | SEK 177.8b | -SEK 937,251,165.00 | 28.5x | -42x | 0.2x |
| Sat, 30 Aug 2025 | SEK 40.1b | SEK 177.8b | -SEK 941,835,165.00 | 27.3x | -42.6x | 0.2x |
| Mon, 28 Jul 2025 | SEK 43.8b | SEK 177.7b | -SEK 901,202,328.00 | 28.9x | -48.6x | 0.2x |
| Wed, 25 Jun 2025 | SEK 44.3b | SEK 183.5b | -SEK 1,273,953,245.00 | 18.3x | -34.8x | 0.2x |
| Fri, 23 May 2025 | SEK 43.7b | SEK 183.8b | -SEK 1,245,332,388.00 | 18.4x | -35.1x | 0.2x |
| Sun, 20 Apr 2025 | SEK 44.3b | SEK 183.3b | -SEK 2,278,015,626.00 | 18x | -19.4x | 0.2x |
| Tue, 18 Mar 2025 | SEK 51.3b | SEK 183.3b | -SEK 2,278,185,626.00 | 19.4x | -22.5x | 0.3x |
| Thu, 13 Feb 2025 | SEK 53.5b | SEK 182.1b | -SEK 2,455,891,959.00 | 21.9x | -21.8x | 0.3x |
| Sat, 11 Jan 2025 | SEK 49.9b | SEK 183.4b | -SEK 5,827,891,959.00 | 21.1x | -8.6x | 0.3x |
| Mon, 09 Dec 2024 | SEK 50.7b | SEK 183.4b | -SEK 5,827,891,959.00 | 23.1x | -8.7x | 0.3x |
| Wed, 06 Nov 2024 | SEK 53.1b | SEK 182.4b | -SEK 5,866,213,031.00 | 21x | -9.1x | 0.3x |
| Fri, 04 Oct 2024 | SEK 58.8b | SEK 186.1b | -SEK 5,994,024,891.00 | 21.9x | -9.8x | 0.3x |
| Sun, 01 Sep 2024 | SEK 58.3b | SEK 184.8b | -SEK 5,996,441,891.00 | 22.2x | -9.7x | 0.3x |
| Tue, 30 Jul 2024 | SEK 58.3b | SEK 184.8b | -SEK 5,961,730,777.00 | 21.2x | -9.8x | 0.3x |
| Thu, 27 Jun 2024 | SEK 54.6b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.3x | -8.8x | 0.3x |
| Sat, 25 May 2024 | SEK 56.4b | SEK 183.9b | -SEK 5,968,329,685.00 | 17.7x | -9.5x | 0.3x |
| Mon, 22 Apr 2024 | SEK 52.6b | SEK 188.9b | -SEK 4,985,642,264.00 | 13.4x | -10.6x | 0.3x |
| Wed, 20 Mar 2024 | SEK 53.1b | SEK 189.8b | -SEK 5,407,729,264.00 | 17.1x | -9.8x | 0.3x |
| Fri, 16 Feb 2024 | SEK 48.9b | SEK 190.7b | -SEK 5,442,567,914.00 | 15.4x | -9x | 0.3x |
| Sun, 14 Jan 2024 | SEK 53.6b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.4x | -21.3x | 0.3x |
| Tue, 12 Dec 2023 | SEK 51.6b | SEK 197.6b | -SEK 2,516,243,022.00 | 14.4x | -20.5x | 0.3x |
| Thu, 09 Nov 2023 | SEK 49.5b | SEK 197.3b | -SEK 1,109,769,353.00 | 11.6x | -44.6x | 0.3x |
| Sat, 07 Oct 2023 | SEK 53.0b | SEK 197.4b | -SEK 2,622,375,289.00 | 9x | -20.2x | 0.3x |
| Mon, 04 Sep 2023 | SEK 55.4b | SEK 197.2b | -SEK 2,634,421,289.00 | 11.4x | -21x | 0.3x |
-21x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 2.02% | |
| Consumer Discretionary | -0.35% | |
| Consumer Durables | -0.043% | |
| Consumer Electronics | 5.85% | |
| Homebuilding | 2.27% | |
| Housewares and Specialties | 1.77% | |
| Home Furnishings | 1.37% | |
| Household Appliances | -2.06% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JM JM | SEK 129.50 | 4.1% +SEK 329.0m | -6.1% | PS0.9x | |
| DUNI Duni | SEK 80.50 | 1.8% +SEK 65.8m | -12.1% | PE18.5x | |
| EMBELL Embellence Group | SEK 33.40 | 4.0% +SEK 30.6m | -8.7% | PE12.7x | |
| BESQAB Besqab | SEK 27.40 | 0.7% +SEK 20.7m | 22.9% | PE24.1x | |
| PRFO Profoto Holding | SEK 8.32 | 5.9% +SEK 18.4m | -53.1% | PS0.6x |