Narrative Update • Jun 26

Last week, the Consumer Durables industry hasn't moved much but JM is up 13% in that time. Unfortunately though, the industry is down 48% over the past 12 months. Looking forward, earnings are forecast to grow by 71% annually.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 08 Jul 2026 | SEK 45.1b | SEK 163.5b | -SEK 219,058,703.00 | 59.6x | -205.7x | 0.3x |
| Fri, 05 Jun 2026 | SEK 28.3b | SEK 163.5b | -SEK 218,940,703.00 | 23.6x | -129.1x | 0.2x |
| Sun, 03 May 2026 | SEK 35.2b | SEK 162.9b | -SEK 362,914,372.00 | 25.9x | -97x | 0.2x |
| Tue, 31 Mar 2026 | SEK 38.0b | SEK 166.5b | SEK 152.1m | 16.1x | 249.9x | 0.2x |
| Thu, 26 Feb 2026 | SEK 43.8b | SEK 166.5b | SEK 137.3m | 18.9x | 318.8x | 0.3x |
| Sat, 24 Jan 2026 | SEK 43.6b | SEK 175.0b | -SEK 2,186,871,760.00 | 31.3x | -19.9x | 0.2x |
| Mon, 22 Dec 2025 | SEK 41.4b | SEK 175.3b | -SEK 2,201,923,760.00 | 30x | -18.8x | 0.2x |
| Wed, 19 Nov 2025 | SEK 38.3b | SEK 175.2b | -SEK 2,189,851,165.00 | 26x | -17.5x | 0.2x |
| Fri, 17 Oct 2025 | SEK 39.8b | SEK 177.8b | -SEK 937,251,165.00 | 29.3x | -42.5x | 0.2x |
| Sun, 14 Sep 2025 | SEK 39.1b | SEK 177.8b | -SEK 937,251,165.00 | 27.6x | -41.7x | 0.2x |
| Tue, 12 Aug 2025 | SEK 41.8b | SEK 177.7b | -SEK 901,202,328.00 | 28.1x | -46.3x | 0.2x |
| Thu, 10 Jul 2025 | SEK 46.7b | SEK 183.5b | -SEK 1,268,102,238.00 | 18.3x | -36.8x | 0.3x |
| Sat, 07 Jun 2025 | SEK 41.8b | SEK 183.5b | -SEK 1,284,752,271.00 | 19.2x | -32.5x | 0.2x |
| Mon, 05 May 2025 | SEK 43.6b | SEK 184.2b | -SEK 1,123,313,388.00 | 19.4x | -38.8x | 0.2x |
| Wed, 02 Apr 2025 | SEK 48.1b | SEK 183.3b | -SEK 2,278,185,626.00 | 18.8x | -21.1x | 0.3x |
| Fri, 28 Feb 2025 | SEK 52.5b | SEK 182.4b | -SEK 2,415,295,657.00 | 20.1x | -21.7x | 0.3x |
| Sun, 26 Jan 2025 | SEK 56.2b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.8x | -9.6x | 0.3x |
| Tue, 24 Dec 2024 | SEK 50.4b | SEK 183.4b | -SEK 5,827,891,959.00 | 23.3x | -8.6x | 0.3x |
| Thu, 21 Nov 2024 | SEK 48.9b | SEK 183.4b | -SEK 5,847,544,031.00 | 24.5x | -8.4x | 0.3x |
| Sat, 19 Oct 2024 | SEK 58.2b | SEK 186.1b | -SEK 5,994,024,891.00 | 21.2x | -9.7x | 0.3x |
| Mon, 16 Sep 2024 | SEK 56.2b | SEK 186.1b | -SEK 5,994,024,891.00 | 21x | -9.4x | 0.3x |
| Wed, 14 Aug 2024 | SEK 54.0b | SEK 184.8b | -SEK 5,961,730,777.00 | 20.8x | -9.1x | 0.3x |
| Fri, 12 Jul 2024 | SEK 55.9b | SEK 185.7b | -SEK 6,294,330,777.00 | 20.4x | -8.9x | 0.3x |
| Sun, 09 Jun 2024 | SEK 58.3b | SEK 184.4b | -SEK 6,232,293,685.00 | 21.6x | -9.3x | 0.3x |
| Tue, 07 May 2024 | SEK 56.0b | SEK 184.5b | -SEK 6,112,743,852.00 | 16.9x | -9.2x | 0.3x |
| Thu, 04 Apr 2024 | SEK 55.1b | SEK 189.8b | -SEK 5,407,729,264.00 | 16.5x | -10.2x | 0.3x |
| Sat, 02 Mar 2024 | SEK 50.3b | SEK 189.8b | -SEK 5,438,045,264.00 | 16x | -9.2x | 0.3x |
| Mon, 29 Jan 2024 | SEK 53.0b | SEK 197.6b | -SEK 2,516,378,214.00 | 14.3x | -21.1x | 0.3x |
| Wed, 27 Dec 2023 | SEK 55.6b | SEK 197.6b | -SEK 2,516,378,214.00 | 15x | -22.1x | 0.3x |
| Fri, 24 Nov 2023 | SEK 51.1b | SEK 197.5b | -SEK 1,120,069,353.00 | 13.4x | -45.6x | 0.3x |
| Sun, 22 Oct 2023 | SEK 52.1b | SEK 197.5b | -SEK 2,079,175,289.00 | 8.9x | -25.1x | 0.3x |
| Tue, 19 Sep 2023 | SEK 54.5b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.5x | -20.8x | 0.3x |
| Thu, 17 Aug 2023 | SEK 59.0b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.3x | -22.4x | 0.3x |
| Sat, 15 Jul 2023 | SEK 64.7b | SEK 198.8b | -SEK 1,337,898,271.00 | 14.7x | -48.3x | 0.3x |
-48.3x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 0.76% | |
| Consumer Discretionary | 1.14% | |
| Consumer Durables | -3.93% | |
| Homebuilding | 8.99% | |
| Home Furnishings | 0.39% | |
| Housewares and Specialties | -2.91% | |
| Consumer Electronics | -3.11% | |
| Household Appliances | -12.30% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JM JM | SEK 146.00 | 10.4% +SEK 890.2m | -2.1% | PE177.7x | |
| BONAV B Bonava | SEK 10.10 | 9.9% +SEK 292.6m | -21.7% | PS0.4x | |
| BESQAB Besqab | SEK 28.60 | 4.8% +SEK 134.6m | 16.7% | PE448.8x | |
| NOBI Nobia | SEK 13.60 | 1.1% +SEK 22.7m | -73.1% | PS0.4x | |
| CANDLE B Candles Scandinavia | SEK 35.90 | 3.2% +SEK 10.9m | 49.6% | PS0.7x |