Narrative Update • Jun 04

The Consumer Durables industry is up 1.1% in the last week, with AB Electrolux up 13%. During this same period, the Bonava underperformed, falling 8.5%. However, the industry is down 31% over the past year. Earnings are forecast to grow by 60% annually.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 08 Jun 2026 | SEK 28.6b | SEK 163.5b | -SEK 218,940,703.00 | 24.4x | -130.5x | 0.2x |
| Wed, 06 May 2026 | SEK 35.8b | SEK 162.8b | -SEK 334,414,372.00 | 26.7x | -107.1x | 0.2x |
| Fri, 03 Apr 2026 | SEK 38.9b | SEK 166.5b | SEK 152.1m | 16.7x | 255.7x | 0.2x |
| Sun, 01 Mar 2026 | SEK 44.2b | SEK 166.5b | SEK 137.3m | 19.1x | 322.2x | 0.3x |
| Tue, 27 Jan 2026 | SEK 43.4b | SEK 175.0b | -SEK 2,186,871,760.00 | 31.1x | -19.8x | 0.2x |
| Thu, 25 Dec 2025 | SEK 41.8b | SEK 175.3b | -SEK 2,201,923,760.00 | 29.8x | -19x | 0.2x |
| Sat, 22 Nov 2025 | SEK 38.8b | SEK 175.2b | -SEK 2,186,679,165.00 | 26.9x | -17.7x | 0.2x |
| Mon, 20 Oct 2025 | SEK 40.0b | SEK 177.8b | -SEK 937,251,165.00 | 29.3x | -42.7x | 0.2x |
| Wed, 17 Sep 2025 | SEK 38.7b | SEK 177.8b | -SEK 937,251,165.00 | 27.5x | -41.3x | 0.2x |
| Fri, 15 Aug 2025 | SEK 42.1b | SEK 177.7b | -SEK 901,202,328.00 | 28x | -46.7x | 0.2x |
| Sun, 13 Jul 2025 | SEK 45.6b | SEK 182.1b | -SEK 1,377,102,238.00 | 19.5x | -33.1x | 0.3x |
| Tue, 10 Jun 2025 | SEK 42.6b | SEK 183.5b | -SEK 1,284,752,271.00 | 19.2x | -33.2x | 0.2x |
| Thu, 08 May 2025 | SEK 42.9b | SEK 184.2b | -SEK 1,139,313,388.00 | 19.3x | -37.6x | 0.2x |
| Sat, 05 Apr 2025 | SEK 45.3b | SEK 183.3b | -SEK 2,278,185,626.00 | 17.8x | -19.9x | 0.2x |
| Mon, 03 Mar 2025 | SEK 52.4b | SEK 182.4b | -SEK 2,415,295,657.00 | 19.8x | -21.7x | 0.3x |
| Wed, 29 Jan 2025 | SEK 57.0b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.2x | -9.8x | 0.3x |
| Fri, 27 Dec 2024 | SEK 50.4b | SEK 183.4b | -SEK 5,827,891,959.00 | 23.3x | -8.6x | 0.3x |
| Sun, 24 Nov 2024 | SEK 49.0b | SEK 183.4b | -SEK 5,849,062,031.00 | 24.9x | -8.4x | 0.3x |
| Tue, 22 Oct 2024 | SEK 57.0b | SEK 186.1b | -SEK 5,994,024,891.00 | 21x | -9.5x | 0.3x |
| Thu, 19 Sep 2024 | SEK 56.8b | SEK 186.1b | -SEK 5,994,024,891.00 | 20.9x | -9.5x | 0.3x |
| Sat, 17 Aug 2024 | SEK 57.1b | SEK 184.8b | -SEK 5,990,630,777.00 | 22.5x | -9.5x | 0.3x |
| Mon, 15 Jul 2024 | SEK 56.6b | SEK 185.7b | -SEK 6,316,330,777.00 | 20.2x | -9x | 0.3x |
| Wed, 12 Jun 2024 | SEK 57.7b | SEK 184.4b | -SEK 6,236,330,777.00 | 21.9x | -9.2x | 0.3x |
| Fri, 10 May 2024 | SEK 56.9b | SEK 184.6b | -SEK 6,109,343,852.00 | 17x | -9.3x | 0.3x |
| Sun, 07 Apr 2024 | SEK 54.2b | SEK 189.8b | -SEK 5,407,729,264.00 | 16x | -10x | 0.3x |
| Tue, 05 Mar 2024 | SEK 49.3b | SEK 189.8b | -SEK 5,407,729,264.00 | 16.1x | -9.1x | 0.3x |
| Thu, 01 Feb 2024 | SEK 52.8b | SEK 194.4b | -SEK 3,335,378,214.00 | 14.8x | -15.8x | 0.3x |
| Sat, 30 Dec 2023 | SEK 55.9b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.2x | -22.2x | 0.3x |
| Mon, 27 Nov 2023 | SEK 51.2b | SEK 197.5b | -SEK 1,113,766,154.00 | 13.5x | -45.9x | 0.3x |
| Wed, 25 Oct 2023 | SEK 51.6b | SEK 197.5b | -SEK 2,079,175,289.00 | 9.3x | -24.8x | 0.3x |
| Fri, 22 Sep 2023 | SEK 53.7b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.5x | -20.5x | 0.3x |
| Sun, 20 Aug 2023 | SEK 57.8b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.4x | -21.9x | 0.3x |
| Tue, 18 Jul 2023 | SEK 64.6b | SEK 198.9b | -SEK 1,466,898,271.00 | 14.1x | -44x | 0.3x |
| Thu, 15 Jun 2023 | SEK 64.1b | SEK 198.5b | -SEK 1,284,402,657.00 | 13.7x | -49.9x | 0.3x |
-49.9x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 0.20% | |
| Consumer Discretionary | -0.74% | |
| Consumer Durables | 3.51% | |
| Household Appliances | 13.61% | |
| Home Furnishings | 0.67% | |
| Housewares and Specialties | -0.49% | |
| Homebuilding | -0.61% | |
| Consumer Electronics | -4.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ELUX B AB Electrolux | SEK 32.96 | 13.7% +SEK 1.1b | -46.3% | PE24.4x | |
| JM JM | SEK 116.20 | 1.1% +SEK 83.9m | -19.9% | PE141.4x | |
| EMBELL Embellence Group | SEK 35.00 | 2.9% +SEK 23.5m | 0.3% | PE13.1x | |
| WTW A Wall to Wall Group | SEK 31.60 | 2.3% +SEK 9.3m | -43.0% | PS0.5x | |
| LAIR LightAir | SEK 0.69 | 3.0% +SEK 768.7k | -62.9% | PS1.8x |