Narrative Update • Jun 04

The Consumer Durables is pretty flat in the last 7 days, but AB Electrolux has stood out, gaining 13%. As for the longer term, the industry has declined 32% in the last 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 |
|---|---|---|---|---|---|---|
| Sat, 06 Jun 2026 | SEK 28.6b | SEK 163.5b | -SEK 218,940,703.00 | 24.4x | -130.5x | 0.2x |
| Mon, 04 May 2026 | SEK 35.2b | SEK 162.9b | -SEK 362,914,372.00 | 25.9x | -97x | 0.2x |
| Wed, 01 Apr 2026 | SEK 38.5b | SEK 166.5b | SEK 152.1m | 16.2x | 253.3x | 0.2x |
| Fri, 27 Feb 2026 | SEK 43.9b | SEK 166.5b | SEK 137.3m | 19.1x | 319.6x | 0.3x |
| Sun, 25 Jan 2026 | SEK 43.6b | SEK 175.0b | -SEK 2,186,871,760.00 | 31.3x | -19.9x | 0.2x |
| Tue, 23 Dec 2025 | SEK 41.7b | SEK 175.3b | -SEK 2,201,923,760.00 | 30x | -18.9x | 0.2x |
| Thu, 20 Nov 2025 | SEK 38.4b | SEK 175.2b | -SEK 2,189,851,165.00 | 26.4x | -17.5x | 0.2x |
| Sat, 18 Oct 2025 | SEK 40.0b | SEK 177.8b | -SEK 937,251,165.00 | 29.3x | -42.7x | 0.2x |
| Mon, 15 Sep 2025 | SEK 39.1b | SEK 177.8b | -SEK 937,251,165.00 | 27.6x | -41.7x | 0.2x |
| Wed, 13 Aug 2025 | SEK 42.0b | SEK 177.7b | -SEK 901,202,328.00 | 28.1x | -46.6x | 0.2x |
| Fri, 11 Jul 2025 | SEK 47.5b | SEK 183.5b | -SEK 1,268,102,238.00 | 18.5x | -37.5x | 0.3x |
| Sun, 08 Jun 2025 | SEK 41.8b | SEK 183.5b | -SEK 1,284,752,271.00 | 19.2x | -32.5x | 0.2x |
| Tue, 06 May 2025 | SEK 43.4b | SEK 184.2b | -SEK 1,123,313,388.00 | 19.4x | -38.6x | 0.2x |
| Thu, 03 Apr 2025 | SEK 48.2b | SEK 183.3b | -SEK 2,278,185,626.00 | 18.7x | -21.2x | 0.3x |
| Sat, 01 Mar 2025 | SEK 52.5b | SEK 182.4b | -SEK 2,415,295,657.00 | 19.8x | -21.7x | 0.3x |
| Mon, 27 Jan 2025 | SEK 56.2b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.8x | -9.6x | 0.3x |
| Wed, 25 Dec 2024 | SEK 50.4b | SEK 183.4b | -SEK 5,827,891,959.00 | 23.3x | -8.6x | 0.3x |
| Fri, 22 Nov 2024 | SEK 48.5b | SEK 183.4b | -SEK 5,847,544,031.00 | 24.7x | -8.3x | 0.3x |
| Sun, 20 Oct 2024 | SEK 58.2b | SEK 186.1b | -SEK 5,994,024,891.00 | 21.2x | -9.7x | 0.3x |
| Tue, 17 Sep 2024 | SEK 55.9b | SEK 186.1b | -SEK 5,994,024,891.00 | 21x | -9.3x | 0.3x |
| Thu, 15 Aug 2024 | SEK 55.0b | SEK 184.8b | -SEK 5,961,730,777.00 | 20.3x | -9.2x | 0.3x |
| Sat, 13 Jul 2024 | SEK 56.6b | SEK 185.7b | -SEK 6,294,330,777.00 | 20.2x | -9x | 0.3x |
| Mon, 10 Jun 2024 | SEK 58.3b | SEK 184.4b | -SEK 6,232,293,685.00 | 21.6x | -9.4x | 0.3x |
| Wed, 08 May 2024 | SEK 57.2b | SEK 184.5b | -SEK 6,112,743,852.00 | 17.3x | -9.4x | 0.3x |
| Fri, 05 Apr 2024 | SEK 56.0b | SEK 189.8b | -SEK 5,407,729,264.00 | 16.2x | -10.4x | 0.3x |
| Sun, 03 Mar 2024 | SEK 50.3b | SEK 189.8b | -SEK 5,407,729,264.00 | 16x | -9.3x | 0.3x |
| Tue, 30 Jan 2024 | SEK 53.2b | SEK 197.6b | -SEK 2,516,378,214.00 | 15x | -21.1x | 0.3x |
| Thu, 28 Dec 2023 | SEK 55.8b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.3x | -22.2x | 0.3x |
| Sat, 25 Nov 2023 | SEK 51.2b | SEK 197.5b | -SEK 1,120,069,353.00 | 13.5x | -45.7x | 0.3x |
| Mon, 23 Oct 2023 | SEK 52.1b | SEK 197.5b | -SEK 2,079,175,289.00 | 8.9x | -25.1x | 0.3x |
| Wed, 20 Sep 2023 | SEK 54.4b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.6x | -20.8x | 0.3x |
| Fri, 18 Aug 2023 | SEK 58.6b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.3x | -22.2x | 0.3x |
| Sun, 16 Jul 2023 | SEK 64.7b | SEK 198.8b | -SEK 1,337,898,271.00 | 14.7x | -48.3x | 0.3x |
| Tue, 13 Jun 2023 | SEK 63.2b | SEK 198.5b | -SEK 1,284,402,657.00 | 13.9x | -49.2x | 0.3x |
-49.2x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | -1.09% | |
| Consumer Discretionary | -1.52% | |
| Consumer Durables | 1.12% | |
| Household Appliances | 13.22% | |
| Home Furnishings | -2.11% | |
| Housewares and Specialties | -2.50% | |
| Homebuilding | -3.96% | |
| Consumer Electronics | -9.50% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ELUX B AB Electrolux | SEK 32.96 | 13.3% +SEK 1.0b | -44.2% | PE24.4x | |
| EMBELL Embellence Group | SEK 35.00 | 2.9% +SEK 23.5m | 1.4% | PE13.1x | |
| WTW A Wall to Wall Group | SEK 31.60 | 3.6% +SEK 14.7m | -44.4% | PS0.5x | |
| EATG EatGood Sweden | SEK 0.46 | 1.8% +SEK 218.7k | -61.2% | PS3.7x | |
| LAIR LightAir | SEK 0.69 | 0.7% +SEK 192.2k | -62.9% | PS1.8x |