Narrative Update • May 19

Over the last 7 days, the Consumer Durables industry has dropped 16%, driven by a pullback from AB Electrolux of 42%. The industry has fallen 34% in the last year. Looking forward, earnings are forecast to grow by 69% annually.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 30 May 2026 | SEK 28.3b | SEK 163.5b | -SEK 218,940,703.00 | 21.5x | -129.1x | 0.2x |
| Mon, 27 Apr 2026 | SEK 34.4b | SEK 163.2b | -SEK 391,914,372.00 | 24.2x | -87.8x | 0.2x |
| Wed, 25 Mar 2026 | SEK 38.5b | SEK 166.5b | SEK 152.1m | 16.6x | 253.1x | 0.2x |
| Fri, 20 Feb 2026 | SEK 45.6b | SEK 166.5b | SEK 137.3m | 19.6x | 332x | 0.3x |
| Sun, 18 Jan 2026 | SEK 44.1b | SEK 175.0b | -SEK 2,186,871,760.00 | 33x | -20.1x | 0.3x |
| Tue, 16 Dec 2025 | SEK 41.3b | SEK 175.3b | -SEK 2,201,923,760.00 | 29.8x | -18.8x | 0.2x |
| Thu, 13 Nov 2025 | SEK 40.1b | SEK 175.2b | -SEK 2,189,851,165.00 | 28.7x | -18.3x | 0.2x |
| Sat, 11 Oct 2025 | SEK 39.1b | SEK 177.8b | -SEK 937,251,165.00 | 28.7x | -41.8x | 0.2x |
| Mon, 08 Sep 2025 | SEK 39.2b | SEK 177.8b | -SEK 937,251,165.00 | 26.5x | -41.8x | 0.2x |
| Wed, 06 Aug 2025 | SEK 41.6b | SEK 177.7b | -SEK 901,202,328.00 | 27.8x | -46.2x | 0.2x |
| Fri, 04 Jul 2025 | SEK 46.9b | SEK 183.5b | -SEK 1,268,102,238.00 | 18.3x | -37x | 0.3x |
| Sun, 01 Jun 2025 | SEK 42.8b | SEK 183.5b | -SEK 1,284,752,271.00 | 19.4x | -33.3x | 0.2x |
| Tue, 29 Apr 2025 | SEK 46.5b | SEK 182.9b | -SEK 2,312,013,388.00 | 19.5x | -20.1x | 0.3x |
| Thu, 27 Mar 2025 | SEK 49.5b | SEK 183.3b | -SEK 2,278,185,626.00 | 19.3x | -21.7x | 0.3x |
| Sat, 22 Feb 2025 | SEK 53.5b | SEK 182.4b | -SEK 2,415,295,657.00 | 21.3x | -22.1x | 0.3x |
| Mon, 20 Jan 2025 | SEK 54.6b | SEK 183.4b | -SEK 5,827,891,959.00 | 23x | -9.4x | 0.3x |
| Wed, 18 Dec 2024 | SEK 51.5b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.6x | -8.8x | 0.3x |
| Fri, 15 Nov 2024 | SEK 51.4b | SEK 182.8b | -SEK 5,843,213,031.00 | 23.3x | -8.8x | 0.3x |
| Sun, 13 Oct 2024 | SEK 57.5b | SEK 186.1b | -SEK 5,994,024,891.00 | 21.4x | -9.6x | 0.3x |
| Tue, 10 Sep 2024 | SEK 56.8b | SEK 184.8b | -SEK 5,998,324,891.00 | 21.2x | -9.5x | 0.3x |
| Thu, 08 Aug 2024 | SEK 54.5b | SEK 184.8b | -SEK 5,961,730,777.00 | 20.7x | -9.1x | 0.3x |
| Sat, 06 Jul 2024 | SEK 54.2b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.6x | -8.7x | 0.3x |
| Mon, 03 Jun 2024 | SEK 58.6b | SEK 183.9b | -SEK 5,968,329,685.00 | 19x | -9.8x | 0.3x |
| Wed, 01 May 2024 | SEK 56.0b | SEK 184.5b | -SEK 6,112,743,852.00 | 16.4x | -9.2x | 0.3x |
| Fri, 29 Mar 2024 | SEK 55.9b | SEK 189.8b | -SEK 5,407,729,264.00 | 16.6x | -10.3x | 0.3x |
| Sun, 25 Feb 2024 | SEK 48.5b | SEK 189.9b | -SEK 5,431,249,308.00 | 15.6x | -8.9x | 0.3x |
| Tue, 23 Jan 2024 | SEK 51.1b | SEK 197.6b | -SEK 2,516,378,214.00 | 14.8x | -20.3x | 0.3x |
| Thu, 21 Dec 2023 | SEK 55.8b | SEK 197.6b | -SEK 2,516,378,214.00 | 14.9x | -22.2x | 0.3x |
| Sat, 18 Nov 2023 | SEK 51.4b | SEK 197.5b | -SEK 1,120,069,353.00 | 13.4x | -45.9x | 0.3x |
| Mon, 16 Oct 2023 | SEK 52.3b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.1x | -19.9x | 0.3x |
| Wed, 13 Sep 2023 | SEK 54.9b | SEK 197.2b | -SEK 2,642,575,289.00 | 10.3x | -20.8x | 0.3x |
| Fri, 11 Aug 2023 | SEK 60.5b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.5x | -23x | 0.3x |
| Sun, 09 Jul 2023 | SEK 64.5b | SEK 198.5b | -SEK 1,282,598,271.00 | 15.5x | -50.2x | 0.3x |
| Tue, 06 Jun 2023 | SEK 63.9b | SEK 198.5b | -SEK 1,284,598,498.00 | 14x | -49.8x | 0.3x |
-49.8x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | -0.18% | |
| Consumer Discretionary | -0.75% | |
| Consumer Durables | -15.79% | |
| Consumer Electronics | 6.61% | |
| Homebuilding | 3.98% | |
| Housewares and Specialties | 0.36% | |
| Home Furnishings | -4.76% | |
| Household Appliances | -42.11% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JM JM | SEK 120.00 | 4.9% +SEK 361.2m | -17.9% | PE146x | |
| BONAV B Bonava | SEK 9.29 | 4.5% +SEK 128.6m | -21.0% | PS0.4x | |
| PRFO Profoto Holding | SEK 9.68 | 6.6% +SEK 24.0m | -60.7% | PS0.6x | |
| BESQAB Besqab | SEK 25.80 | 0.8% +SEK 20.7m | 21.7% | PE404.9x | |
| WTW A Wall to Wall Group | SEK 30.50 | 4.5% +SEK 17.3m | -48.3% | PS0.5x |