Narrative Update • May 19

Over the last 7 days, the Consumer Durables industry has risen 2.8%, driven by gains from AB Electrolux of 4.9%. In the past year, the industry is down 21%. As for the next few years, earnings are expected to grow by 70% per annum.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 27 May 2026 | SEK 34.7b | SEK 163.5b | -SEK 218,940,703.00 | 39.7x | -158.6x | 0.2x |
| Fri, 24 Apr 2026 | SEK 39.0b | SEK 166.5b | SEK 152.1m | 16.5x | 256.4x | 0.2x |
| Sun, 22 Mar 2026 | SEK 38.5b | SEK 166.5b | SEK 152.1m | 16.3x | 253.3x | 0.2x |
| Tue, 17 Feb 2026 | SEK 46.7b | SEK 166.3b | SEK 129.4m | 19.7x | 360.5x | 0.3x |
| Thu, 15 Jan 2026 | SEK 42.7b | SEK 175.0b | -SEK 2,186,871,760.00 | 31.2x | -19.5x | 0.2x |
| Sat, 13 Dec 2025 | SEK 41.9b | SEK 175.3b | -SEK 2,201,923,760.00 | 30.5x | -19x | 0.2x |
| Mon, 10 Nov 2025 | SEK 39.5b | SEK 175.2b | -SEK 2,189,851,165.00 | 27.7x | -18x | 0.2x |
| Wed, 08 Oct 2025 | SEK 40.0b | SEK 177.8b | -SEK 937,251,165.00 | 29.1x | -42.7x | 0.2x |
| Fri, 05 Sep 2025 | SEK 38.6b | SEK 177.8b | -SEK 941,835,165.00 | 26.3x | -41x | 0.2x |
| Sun, 03 Aug 2025 | SEK 41.3b | SEK 177.7b | -SEK 901,202,328.00 | 27.7x | -45.8x | 0.2x |
| Tue, 01 Jul 2025 | SEK 44.7b | SEK 183.5b | -SEK 1,268,102,238.00 | 18.1x | -35.3x | 0.2x |
| Thu, 29 May 2025 | SEK 43.4b | SEK 183.5b | -SEK 1,284,420,388.00 | 20x | -33.8x | 0.2x |
| Sat, 26 Apr 2025 | SEK 46.5b | SEK 183.3b | -SEK 2,278,015,626.00 | 19.7x | -20.4x | 0.3x |
| Mon, 24 Mar 2025 | SEK 50.3b | SEK 183.3b | -SEK 2,278,185,626.00 | 20x | -22.1x | 0.3x |
| Wed, 19 Feb 2025 | SEK 53.8b | SEK 182.1b | -SEK 2,449,337,657.00 | 33x | -21.9x | 0.3x |
| Fri, 17 Jan 2025 | SEK 53.3b | SEK 183.4b | -SEK 5,827,891,959.00 | 23x | -9.1x | 0.3x |
| Sun, 15 Dec 2024 | SEK 52.7b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.4x | -9x | 0.3x |
| Tue, 12 Nov 2024 | SEK 54.2b | SEK 182.8b | -SEK 5,843,213,031.00 | 22.4x | -9.3x | 0.3x |
| Thu, 10 Oct 2024 | SEK 58.7b | SEK 186.1b | -SEK 5,994,024,891.00 | 21.7x | -9.8x | 0.3x |
| Sat, 07 Sep 2024 | SEK 56.1b | SEK 184.8b | -SEK 5,998,324,891.00 | 21.2x | -9.4x | 0.3x |
| Mon, 05 Aug 2024 | SEK 55.2b | SEK 184.8b | -SEK 5,961,730,777.00 | 21.1x | -9.3x | 0.3x |
| Wed, 03 Jul 2024 | SEK 54.2b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.3x | -8.7x | 0.3x |
| Fri, 31 May 2024 | SEK 57.7b | SEK 183.9b | -SEK 5,968,329,685.00 | 18.7x | -9.7x | 0.3x |
| Sun, 28 Apr 2024 | SEK 54.9b | SEK 184.5b | -SEK 6,112,743,852.00 | 16x | -9x | 0.3x |
| Tue, 26 Mar 2024 | SEK 54.2b | SEK 189.8b | -SEK 5,407,729,264.00 | 17.1x | -10x | 0.3x |
| Thu, 22 Feb 2024 | SEK 48.2b | SEK 189.9b | -SEK 5,433,480,450.00 | 17.2x | -8.9x | 0.3x |
| Sat, 20 Jan 2024 | SEK 50.0b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.3x | -19.9x | 0.3x |
| Mon, 18 Dec 2023 | SEK 54.7b | SEK 197.6b | -SEK 2,516,378,214.00 | 14.9x | -21.7x | 0.3x |
| Wed, 15 Nov 2023 | SEK 52.1b | SEK 197.5b | -SEK 1,120,069,353.00 | 13.2x | -46.5x | 0.3x |
| Fri, 13 Oct 2023 | SEK 53.1b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.3x | -20.2x | 0.3x |
| Sun, 10 Sep 2023 | SEK 53.5b | SEK 197.2b | -SEK 2,642,575,289.00 | 10.3x | -20.2x | 0.3x |
| Tue, 08 Aug 2023 | SEK 59.9b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.4x | -22.7x | 0.3x |
| Thu, 06 Jul 2023 | SEK 65.5b | SEK 198.5b | -SEK 1,283,424,657.00 | 15.2x | -51x | 0.3x |
| Sat, 03 Jun 2023 | SEK 64.3b | SEK 198.5b | -SEK 1,284,826,498.00 | 13.6x | -50x | 0.3x |
-50x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 2.86% | |
| Consumer Discretionary | 1.06% | |
| Consumer Durables | 4.17% | |
| Household Appliances | 8.34% | |
| Homebuilding | 2.05% | |
| Housewares and Specialties | 1.32% | |
| Consumer Electronics | -0.84% | |
| Home Furnishings | -2.15% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ELUX B AB Electrolux | SEK 53.68 | 8.4% +SEK 1.1b | -14.4% | PE39.7x | |
| JM JM | SEK 116.90 | 1.8% +SEK 135.5m | -21.5% | PE142.3x | |
| BONAV B Bonava | SEK 9.08 | 3.3% +SEK 93.3m | -24.7% | PS0.4x | |
| DUNI Duni | SEK 84.40 | 1.3% +SEK 51.7m | -18.4% | PE14x | |
| WTW A Wall to Wall Group | SEK 30.00 | 11.9% +SEK 42.7m | -48.8% | PS0.5x |