Narrative Update • Jul 10

Over the last 7 days, the Consumer Durables industry has dropped 3.7%, driven by JM declining 13%. On the other hand Besqab is actually up 5.1%. However, the industry is down 54% over the past year. Earnings are forecast to grow by 74% annually.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 17 Jul 2026 | SEK 41.6b | SEK 163.2b | -SEK 351,758,703.00 | 21.5x | -118.2x | 0.3x |
| Sun, 14 Jun 2026 | SEK 27.4b | SEK 163.5b | -SEK 219,058,703.00 | 21.9x | -124.9x | 0.2x |
| Tue, 12 May 2026 | SEK 36.2b | SEK 163.5b | -SEK 218,940,703.00 | 38.3x | -165.3x | 0.2x |
| Thu, 09 Apr 2026 | SEK 40.2b | SEK 166.5b | SEK 152.1m | 17.2x | 264.5x | 0.2x |
| Sat, 07 Mar 2026 | SEK 40.9b | SEK 166.5b | SEK 152.1m | 17.7x | 268.7x | 0.2x |
| Mon, 02 Feb 2026 | SEK 45.0b | SEK 170.9b | -SEK 1,994,871,760.00 | 22.1x | -22.6x | 0.3x |
| Wed, 31 Dec 2025 | SEK 42.7b | SEK 175.0b | -SEK 2,186,871,760.00 | 30.7x | -19.5x | 0.2x |
| Fri, 28 Nov 2025 | SEK 40.5b | SEK 175.2b | -SEK 2,186,679,165.00 | 28.4x | -18.5x | 0.2x |
| Sun, 26 Oct 2025 | SEK 41.1b | SEK 177.2b | -SEK 1,086,251,165.00 | 42.4x | -37.9x | 0.2x |
| Tue, 23 Sep 2025 | SEK 38.7b | SEK 177.8b | -SEK 937,251,165.00 | 27.4x | -41.3x | 0.2x |
| Thu, 21 Aug 2025 | SEK 42.1b | SEK 177.7b | -SEK 940,402,328.00 | 28.1x | -44.8x | 0.2x |
| Sat, 19 Jul 2025 | SEK 42.5b | SEK 180.5b | -SEK 1,227,202,238.00 | 19.7x | -34.6x | 0.2x |
| Mon, 16 Jun 2025 | SEK 43.6b | SEK 183.5b | -SEK 1,273,953,245.00 | 18.7x | -34.2x | 0.2x |
| Wed, 14 May 2025 | SEK 45.4b | SEK 183.8b | -SEK 1,238,813,388.00 | 19.8x | -36.7x | 0.2x |
| Fri, 11 Apr 2025 | SEK 43.1b | SEK 183.3b | -SEK 2,278,185,626.00 | 17.2x | -18.9x | 0.2x |
| Sun, 09 Mar 2025 | SEK 52.5b | SEK 183.3b | -SEK 2,278,185,626.00 | 19.4x | -23x | 0.3x |
| Tue, 04 Feb 2025 | SEK 54.5b | SEK 185.7b | -SEK 1,564,891,959.00 | 22.5x | -34.8x | 0.3x |
| Thu, 02 Jan 2025 | SEK 51.5b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.7x | -8.8x | 0.3x |
| Sat, 30 Nov 2024 | SEK 48.8b | SEK 183.4b | -SEK 5,835,950,247.00 | 25.8x | -8.4x | 0.3x |
| Mon, 28 Oct 2024 | SEK 52.9b | SEK 183.0b | -SEK 5,795,724,891.00 | 19.9x | -9.1x | 0.3x |
| Wed, 25 Sep 2024 | SEK 57.0b | SEK 186.1b | -SEK 5,994,024,891.00 | 20.8x | -9.5x | 0.3x |
| Fri, 23 Aug 2024 | SEK 57.1b | SEK 184.8b | -SEK 5,990,630,777.00 | 22x | -9.5x | 0.3x |
| Sun, 21 Jul 2024 | SEK 57.2b | SEK 186.1b | -SEK 5,776,730,777.00 | 20.1x | -9.9x | 0.3x |
| Tue, 18 Jun 2024 | SEK 55.9b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.9x | -9x | 0.3x |
| Thu, 16 May 2024 | SEK 59.5b | SEK 183.9b | -SEK 6,000,343,852.00 | 19.7x | -9.9x | 0.3x |
| Sat, 13 Apr 2024 | SEK 53.3b | SEK 188.9b | -SEK 4,985,629,264.00 | 13.6x | -10.7x | 0.3x |
| Mon, 11 Mar 2024 | SEK 50.6b | SEK 189.8b | -SEK 5,407,729,264.00 | 15.7x | -9.4x | 0.3x |
| Wed, 07 Feb 2024 | SEK 50.3b | SEK 190.8b | -SEK 5,432,646,214.00 | 15.8x | -9.3x | 0.3x |
| Fri, 05 Jan 2024 | SEK 54.7b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.6x | -21.7x | 0.3x |
| Sun, 03 Dec 2023 | SEK 51.2b | SEK 197.6b | -SEK 2,516,243,022.00 | 13.8x | -20.4x | 0.3x |
| Tue, 31 Oct 2023 | SEK 46.9b | SEK 197.7b | -SEK 1,104,275,289.00 | 10.9x | -42.4x | 0.2x |
| Thu, 28 Sep 2023 | SEK 52.0b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.3x | -19.8x | 0.3x |
| Sat, 26 Aug 2023 | SEK 55.1b | SEK 197.4b | -SEK 2,635,198,271.00 | 13.5x | -20.9x | 0.3x |
| Mon, 24 Jul 2023 | SEK 57.7b | SEK 197.4b | -SEK 2,635,198,271.00 | 13.7x | -21.9x | 0.3x |
-21.9x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 0.25% | |
| Consumer Discretionary | 0.41% | |
| Consumer Durables | -3.68% | |
| Home Furnishings | 3.45% | |
| Housewares and Specialties | 1.04% | |
| Consumer Electronics | -2.60% | |
| Household Appliances | -3.17% | |
| Homebuilding | -6.93% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BESQAB Besqab | SEK 28.60 | 5.1% +SEK 145.0m | 18.2% | PE25.1x | |
| NOBI Nobia | SEK 13.88 | 5.8% +SEK 116.0m | -72.8% | PS0.4x | |
| DUNI Duni | SEK 77.40 | 1.0% +SEK 37.6m | -16.6% | PE17.8x | |
| WTW A Wall to Wall Group | SEK 35.50 | 2.6% +SEK 12.0m | -26.0% | PS0.6x | |
| EATG EatGood Sweden | SEK 0.46 | 1.8% +SEK 218.7k | -61.2% | PS3.7x |