Narrative Update • Jun 04

Over the last 7 days, the Consumer Durables industry has dropped 2.8%, driven by a pullback from AB Electrolux of 9.1%. Overall the industry is down 38% in 12 months. As for the next few years, earnings are expected to grow by 59% 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, 17 Jun 2026 | SEK 26.9b | SEK 163.5b | -SEK 219,058,703.00 | 20.9x | -122.8x | 0.2x |
| Fri, 15 May 2026 | SEK 34.2b | SEK 163.5b | -SEK 218,940,703.00 | 37.6x | -156.1x | 0.2x |
| Sun, 12 Apr 2026 | SEK 40.0b | SEK 166.5b | SEK 152.1m | 17.1x | 263.2x | 0.2x |
| Tue, 10 Mar 2026 | SEK 39.6b | SEK 166.5b | SEK 152.1m | 17.1x | 260.1x | 0.2x |
| Thu, 05 Feb 2026 | SEK 47.6b | SEK 170.7b | -SEK 2,051,971,760.00 | 24.8x | -23.2x | 0.3x |
| Sat, 03 Jan 2026 | SEK 43.3b | SEK 175.0b | -SEK 2,186,871,760.00 | 31.5x | -19.8x | 0.2x |
| Mon, 01 Dec 2025 | SEK 41.1b | SEK 175.2b | -SEK 2,186,679,165.00 | 28.9x | -18.8x | 0.2x |
| Wed, 29 Oct 2025 | SEK 41.3b | SEK 176.3b | -SEK 764,451,165.00 | 34.2x | -54x | 0.2x |
| Fri, 26 Sep 2025 | SEK 38.4b | SEK 177.8b | -SEK 937,251,165.00 | 27.3x | -41x | 0.2x |
| Sun, 24 Aug 2025 | SEK 42.5b | SEK 177.7b | -SEK 943,070,328.00 | 28.3x | -45.1x | 0.2x |
| Tue, 22 Jul 2025 | SEK 42.5b | SEK 177.7b | -SEK 901,202,238.00 | 27.9x | -47.1x | 0.2x |
| Thu, 19 Jun 2025 | SEK 43.8b | SEK 183.5b | -SEK 1,273,953,245.00 | 18.4x | -34.4x | 0.2x |
| Sat, 17 May 2025 | SEK 44.5b | SEK 183.8b | -SEK 1,238,976,388.00 | 19.3x | -35.9x | 0.2x |
| Mon, 14 Apr 2025 | SEK 43.0b | SEK 183.3b | -SEK 2,278,185,626.00 | 17.3x | -18.9x | 0.2x |
| Wed, 12 Mar 2025 | SEK 51.1b | SEK 183.3b | -SEK 2,278,185,626.00 | 19.1x | -22.4x | 0.3x |
| Fri, 07 Feb 2025 | SEK 53.8b | SEK 182.1b | -SEK 2,455,891,959.00 | 22.5x | -21.9x | 0.3x |
| Sun, 05 Jan 2025 | SEK 51.3b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.6x | -8.8x | 0.3x |
| Tue, 03 Dec 2024 | SEK 49.0b | SEK 183.4b | -SEK 5,827,891,959.00 | 25.2x | -8.4x | 0.3x |
| Thu, 31 Oct 2024 | SEK 53.7b | SEK 183.0b | -SEK 5,795,724,891.00 | 20.1x | -9.3x | 0.3x |
| Sat, 28 Sep 2024 | SEK 58.3b | SEK 186.1b | -SEK 5,994,024,891.00 | 21.4x | -9.7x | 0.3x |
| Mon, 26 Aug 2024 | SEK 58.4b | SEK 184.8b | -SEK 5,983,010,309.00 | 22.5x | -9.8x | 0.3x |
| Wed, 24 Jul 2024 | SEK 58.0b | SEK 184.8b | -SEK 5,961,730,777.00 | 20.7x | -9.7x | 0.3x |
| Fri, 21 Jun 2024 | SEK 55.5b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.5x | -8.9x | 0.3x |
| Sun, 19 May 2024 | SEK 59.3b | SEK 183.9b | -SEK 5,968,943,852.00 | 17.9x | -9.9x | 0.3x |
| Tue, 16 Apr 2024 | SEK 52.9b | SEK 188.9b | -SEK 4,985,629,264.00 | 13.4x | -10.6x | 0.3x |
| Thu, 14 Mar 2024 | SEK 52.3b | SEK 189.8b | -SEK 5,407,729,264.00 | 15.6x | -9.7x | 0.3x |
| Sat, 10 Feb 2024 | SEK 49.0b | SEK 190.8b | -SEK 5,459,567,914.00 | 15.7x | -9x | 0.3x |
| Mon, 08 Jan 2024 | SEK 54.3b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.6x | -21.6x | 0.3x |
| Wed, 06 Dec 2023 | SEK 51.2b | SEK 197.6b | -SEK 2,516,243,022.00 | 14x | -20.3x | 0.3x |
| Fri, 03 Nov 2023 | SEK 48.7b | SEK 197.7b | -SEK 1,103,769,353.00 | 11.2x | -44.1x | 0.2x |
| Sun, 01 Oct 2023 | SEK 53.4b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.5x | -20.4x | 0.3x |
| Tue, 29 Aug 2023 | SEK 55.2b | SEK 197.4b | -SEK 2,646,203,175.00 | 12.9x | -20.8x | 0.3x |
| Thu, 27 Jul 2023 | SEK 60.6b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.5x | -23x | 0.3x |
| Sat, 24 Jun 2023 | SEK 60.9b | SEK 198.5b | -SEK 1,282,598,271.00 | 13.5x | -47.5x | 0.3x |
-47.5x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 1.70% | |
| Consumer Discretionary | -0.37% | |
| Consumer Durables | -3.01% | |
| Homebuilding | 1.09% | |
| Housewares and Specialties | -2.59% | |
| Home Furnishings | -3.94% | |
| Consumer Electronics | -6.14% | |
| Household Appliances | -9.10% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BONAV B Bonava | SEK 8.56 | 4.0% +SEK 106.1m | -26.7% | PS0.4x | |
| WTW A Wall to Wall Group | SEK 35.20 | 10.3% +SEK 44.0m | -35.1% | PS0.6x | |
| JM JM | SEK 113.50 | 0.4% +SEK 32.3m | -24.1% | PE138.1x | |
| LAIR LightAir | SEK 0.70 | 3.7% +SEK 960.8k | -55.9% | PS1.9x | |
| EATG EatGood Sweden | SEK 0.46 | 1.8% +SEK 218.7k | -61.2% | PS3.7x |