Narrative Update • Jun 04

Over the last 7 days, the Consumer Durables industry has dropped 3.1%, driven by AB Electrolux declining 11%. On the other hand Bonava is actually up 7.5%. Overall the industry is down 39% in 12 months. Earnings are forecast to grow by 59% annually.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | SEK 27.4b | SEK 163.5b | -SEK 219,058,703.00 | 21.8x | -125.3x | 0.2x |
| Thu, 14 May 2026 | SEK 35.7b | SEK 163.5b | -SEK 218,940,703.00 | 37.6x | -163x | 0.2x |
| Sat, 11 Apr 2026 | SEK 40.0b | SEK 166.5b | SEK 152.1m | 17.1x | 263.2x | 0.2x |
| Mon, 09 Mar 2026 | SEK 40.9b | SEK 166.5b | SEK 152.1m | 17.7x | 268.7x | 0.2x |
| Wed, 04 Feb 2026 | SEK 46.8b | SEK 170.7b | -SEK 2,051,971,760.00 | 24.1x | -22.8x | 0.3x |
| Fri, 02 Jan 2026 | SEK 42.7b | SEK 175.0b | -SEK 2,186,871,760.00 | 30.7x | -19.5x | 0.2x |
| Sun, 30 Nov 2025 | SEK 41.1b | SEK 175.2b | -SEK 2,186,679,165.00 | 28.9x | -18.8x | 0.2x |
| Tue, 28 Oct 2025 | SEK 41.7b | SEK 176.3b | -SEK 764,451,165.00 | 33.8x | -54.6x | 0.2x |
| Thu, 25 Sep 2025 | SEK 39.2b | SEK 177.8b | -SEK 937,251,165.00 | 27.7x | -41.8x | 0.2x |
| Sat, 23 Aug 2025 | SEK 42.5b | SEK 177.7b | -SEK 943,070,328.00 | 28.3x | -45.1x | 0.2x |
| Mon, 21 Jul 2025 | SEK 42.5b | SEK 178.0b | -SEK 983,202,238.00 | 27.7x | -43.2x | 0.2x |
| Wed, 18 Jun 2025 | SEK 44.3b | SEK 183.5b | -SEK 1,273,953,245.00 | 18.6x | -34.8x | 0.2x |
| Fri, 16 May 2025 | SEK 44.8b | SEK 183.8b | -SEK 1,238,976,388.00 | 19.4x | -36.1x | 0.2x |
| Sun, 13 Apr 2025 | SEK 43.0b | SEK 183.3b | -SEK 2,278,185,626.00 | 17.3x | -18.9x | 0.2x |
| Tue, 11 Mar 2025 | SEK 52.4b | SEK 183.3b | -SEK 2,278,185,626.00 | 19.1x | -23x | 0.3x |
| Thu, 06 Feb 2025 | SEK 53.6b | SEK 182.1b | -SEK 2,455,891,959.00 | 22.8x | -21.8x | 0.3x |
| Sat, 04 Jan 2025 | SEK 51.3b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.6x | -8.8x | 0.3x |
| Mon, 02 Dec 2024 | SEK 48.8b | SEK 183.4b | -SEK 5,827,891,959.00 | 25.8x | -8.4x | 0.3x |
| Wed, 30 Oct 2024 | SEK 54.0b | SEK 183.0b | -SEK 5,795,724,891.00 | 20.2x | -9.3x | 0.3x |
| Fri, 27 Sep 2024 | SEK 58.0b | SEK 186.1b | -SEK 5,994,024,891.00 | 21.4x | -9.7x | 0.3x |
| Sun, 25 Aug 2024 | SEK 58.4b | SEK 184.8b | -SEK 5,983,010,309.00 | 22.5x | -9.8x | 0.3x |
| Tue, 23 Jul 2024 | SEK 58.4b | SEK 184.8b | -SEK 5,961,730,777.00 | 21.1x | -9.8x | 0.3x |
| Thu, 20 Jun 2024 | SEK 54.8b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.7x | -8.8x | 0.3x |
| Sat, 18 May 2024 | SEK 59.3b | SEK 183.9b | -SEK 6,000,343,852.00 | 19.3x | -9.9x | 0.3x |
| Mon, 15 Apr 2024 | SEK 53.3b | SEK 188.9b | -SEK 4,985,629,264.00 | 13.6x | -10.7x | 0.3x |
| Wed, 13 Mar 2024 | SEK 51.5b | SEK 189.8b | -SEK 5,407,729,264.00 | 15.5x | -9.5x | 0.3x |
| Fri, 09 Feb 2024 | SEK 49.0b | SEK 190.8b | -SEK 5,459,567,914.00 | 15.5x | -9x | 0.3x |
| Sun, 07 Jan 2024 | SEK 54.3b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.6x | -21.6x | 0.3x |
| Tue, 05 Dec 2023 | SEK 51.3b | SEK 197.6b | -SEK 2,516,243,022.00 | 13.9x | -20.4x | 0.3x |
| Thu, 02 Nov 2023 | SEK 47.4b | SEK 197.7b | -SEK 1,103,769,353.00 | 11x | -43x | 0.2x |
| Sat, 30 Sep 2023 | SEK 53.4b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.5x | -20.4x | 0.3x |
| Mon, 28 Aug 2023 | SEK 55.1b | SEK 197.4b | -SEK 2,643,548,271.00 | 13.5x | -20.8x | 0.3x |
| Wed, 26 Jul 2023 | SEK 60.1b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.6x | -22.8x | 0.3x |
| Fri, 23 Jun 2023 | SEK 60.9b | SEK 198.5b | -SEK 1,282,466,271.00 | 13.5x | -47.5x | 0.3x |
-47.5x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 0.75% | |
| Consumer Discretionary | 1.50% | |
| Consumer Durables | -2.82% | |
| Homebuilding | 2.45% | |
| Housewares and Specialties | -1.97% | |
| Home Furnishings | -3.07% | |
| Consumer Electronics | -3.76% | |
| Household Appliances | -10.68% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BONAV B Bonava | SEK 8.76 | 7.5% +SEK 196.2m | -27.1% | PS0.4x | |
| JM JM | SEK 115.30 | 1.5% +SEK 109.7m | -23.7% | PE140.3x | |
| WTW A Wall to Wall Group | SEK 33.00 | 5.4% +SEK 22.7m | -39.3% | PS0.5x | |
| CANDLE B Candles Scandinavia | SEK 35.50 | 0.9% +SEK 3.0m | 35.0% | PS0.7x | |
| EATG EatGood Sweden | SEK 0.46 | 1.8% +SEK 218.7k | -61.2% | PS3.7x |