Narrative Update • May 19

Over the last 7 days, the Consumer Durables industry has dropped 2.6%, driven by AB Electrolux declining 4.1%. Overall the industry is down 22% in 12 months. Looking forward, earnings are forecast to grow by 70% annually.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 23 May 2026 | SEK 33.6b | SEK 163.5b | -SEK 218,940,703.00 | 37.2x | -153.3x | 0.2x |
| Mon, 20 Apr 2026 | SEK 40.6b | SEK 166.5b | SEK 152.1m | 17.4x | 266.7x | 0.2x |
| Wed, 18 Mar 2026 | SEK 38.5b | SEK 166.5b | SEK 152.1m | 17.1x | 253x | 0.2x |
| Fri, 13 Feb 2026 | SEK 48.4b | SEK 166.3b | SEK 129.4m | 20.7x | 373.9x | 0.3x |
| Sun, 11 Jan 2026 | SEK 43.8b | SEK 175.0b | -SEK 2,186,871,760.00 | 31.2x | -20x | 0.3x |
| Tue, 09 Dec 2025 | SEK 40.5b | SEK 175.3b | -SEK 2,201,923,760.00 | 29.3x | -18.4x | 0.2x |
| Thu, 06 Nov 2025 | SEK 40.4b | SEK 175.2b | -SEK 2,168,451,165.00 | 28.9x | -18.7x | 0.2x |
| Sat, 04 Oct 2025 | SEK 39.7b | SEK 177.8b | -SEK 937,251,165.00 | 28.2x | -42.3x | 0.2x |
| Mon, 01 Sep 2025 | SEK 40.1b | SEK 177.8b | -SEK 941,835,165.00 | 27.3x | -42.6x | 0.2x |
| Wed, 30 Jul 2025 | SEK 42.2b | SEK 177.7b | -SEK 901,202,328.00 | 27x | -46.9x | 0.2x |
| Fri, 27 Jun 2025 | SEK 43.9b | SEK 183.5b | -SEK 1,273,953,245.00 | 18.1x | -34.5x | 0.2x |
| Sun, 25 May 2025 | SEK 42.6b | SEK 183.5b | -SEK 1,284,420,388.00 | 18.8x | -33.2x | 0.2x |
| Tue, 22 Apr 2025 | SEK 44.3b | SEK 183.3b | -SEK 2,278,015,626.00 | 19.2x | -19.5x | 0.2x |
| Thu, 20 Mar 2025 | SEK 51.6b | SEK 183.3b | -SEK 2,278,185,626.00 | 19.3x | -22.6x | 0.3x |
| Sat, 15 Feb 2025 | SEK 54.5b | SEK 182.2b | -SEK 2,425,891,959.00 | 23.2x | -22.5x | 0.3x |
| Mon, 13 Jan 2025 | SEK 49.9b | SEK 183.4b | -SEK 5,827,891,959.00 | 21.1x | -8.6x | 0.3x |
| Wed, 11 Dec 2024 | SEK 52.6b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.5x | -9x | 0.3x |
| Fri, 08 Nov 2024 | SEK 53.6b | SEK 182.4b | -SEK 5,866,213,031.00 | 22x | -9.1x | 0.3x |
| Sun, 06 Oct 2024 | SEK 59.8b | SEK 186.1b | -SEK 5,994,024,891.00 | 22.1x | -10x | 0.3x |
| Tue, 03 Sep 2024 | SEK 57.2b | SEK 184.8b | -SEK 5,996,441,891.00 | 21.7x | -9.5x | 0.3x |
| Thu, 01 Aug 2024 | SEK 57.9b | SEK 184.8b | -SEK 5,961,730,777.00 | 21.8x | -9.7x | 0.3x |
| Sat, 29 Jun 2024 | SEK 54.1b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.2x | -8.7x | 0.3x |
| Mon, 27 May 2024 | SEK 56.4b | SEK 183.9b | -SEK 5,968,329,685.00 | 17.7x | -9.5x | 0.3x |
| Wed, 24 Apr 2024 | SEK 53.6b | SEK 187.0b | -SEK 5,425,642,264.00 | 18.8x | -9.9x | 0.3x |
| Fri, 22 Mar 2024 | SEK 53.4b | SEK 189.8b | -SEK 5,407,729,264.00 | 16.2x | -9.9x | 0.3x |
| Sun, 18 Feb 2024 | SEK 49.8b | SEK 190.6b | -SEK 5,425,480,450.00 | 19.2x | -9.2x | 0.3x |
| Tue, 16 Jan 2024 | SEK 52.3b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.6x | -20.8x | 0.3x |
| Thu, 14 Dec 2023 | SEK 50.2b | SEK 197.6b | -SEK 2,516,378,214.00 | 14.7x | -19.9x | 0.3x |
| Sat, 11 Nov 2023 | SEK 50.0b | SEK 197.2b | -SEK 1,111,269,353.00 | 11.7x | -45x | 0.3x |
| Mon, 09 Oct 2023 | SEK 53.0b | SEK 197.4b | -SEK 2,622,375,289.00 | 9x | -20.2x | 0.3x |
| Wed, 06 Sep 2023 | SEK 54.9b | SEK 197.2b | -SEK 2,634,421,289.00 | 11x | -20.8x | 0.3x |
| Fri, 04 Aug 2023 | SEK 58.9b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.2x | -22.4x | 0.3x |
| Sun, 02 Jul 2023 | SEK 64.4b | SEK 198.5b | -SEK 1,283,424,657.00 | 14.6x | -50.2x | 0.3x |
| Tue, 30 May 2023 | SEK 65.5b | SEK 198.5b | -SEK 1,220,533,198.00 | 14x | -53.7x | 0.3x |
-53.7x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 3.21% | |
| Consumer Discretionary | 3.26% | |
| Consumer Durables | -0.32% | |
| Household Appliances | 0.42% | |
| Home Furnishings | 0.22% | |
| Homebuilding | 0.20% | |
| Housewares and Specialties | -3.91% | |
| Consumer Electronics | -9.20% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ELUX B AB Electrolux | SEK 50.34 | 0.4% +SEK 59.5m | -18.2% | PE37.2x | |
| BONAV B Bonava | SEK 8.89 | 1.7% +SEK 48.2m | -27.7% | PS0.4x | |
| WTW A Wall to Wall Group | SEK 29.20 | 12.3% +SEK 42.7m | -50.3% | PS0.5x | |
| EMBELL Embellence Group | SEK 35.40 | 2.6% +SEK 21.2m | 3.5% | PE13.2x | |
| EATG EatGood Sweden | SEK 0.46 | 1.8% +SEK 218.7k | -61.2% | PS3.7x |