Narrative Update • Jul 24

In the last week, the Consumer Durables industry is up 10%, with AB Electrolux up 19%. In the past year, the industry is down 40%. As for the next few years, earnings are expected to grow by 91% per annum.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 06 Aug 2026 | SEK 47.6b | SEK 163.0b | -SEK 2,151,758,703.00 | 18.1x | -22.1x | 0.3x |
| Sat, 04 Jul 2026 | SEK 45.5b | SEK 163.5b | -SEK 219,058,703.00 | 62.5x | -207.5x | 0.3x |
| Mon, 01 Jun 2026 | SEK 28.3b | SEK 163.5b | -SEK 218,940,703.00 | 21.5x | -129.1x | 0.2x |
| Wed, 29 Apr 2026 | SEK 34.7b | SEK 163.3b | -SEK 391,914,372.00 | 25.3x | -88.6x | 0.2x |
| Fri, 27 Mar 2026 | SEK 39.2b | SEK 166.5b | SEK 152.1m | 16.9x | 257.5x | 0.2x |
| Sun, 22 Feb 2026 | SEK 45.1b | SEK 166.5b | SEK 137.3m | 19.2x | 328.4x | 0.3x |
| Tue, 20 Jan 2026 | SEK 42.6b | SEK 175.0b | -SEK 2,186,871,760.00 | 31.1x | -19.5x | 0.2x |
| Thu, 18 Dec 2025 | SEK 41.0b | SEK 175.3b | -SEK 2,201,923,760.00 | 29.5x | -18.6x | 0.2x |
| Sat, 15 Nov 2025 | SEK 39.7b | SEK 175.2b | -SEK 2,189,851,165.00 | 27.8x | -18.1x | 0.2x |
| Mon, 13 Oct 2025 | SEK 39.1b | SEK 177.8b | -SEK 937,251,165.00 | 28.7x | -41.8x | 0.2x |
| Wed, 10 Sep 2025 | SEK 39.5b | SEK 177.8b | -SEK 937,251,165.00 | 26.8x | -42.1x | 0.2x |
| Fri, 08 Aug 2025 | SEK 42.4b | SEK 177.7b | -SEK 901,202,328.00 | 28.3x | -47x | 0.2x |
| Sun, 06 Jul 2025 | SEK 46.9b | SEK 183.5b | -SEK 1,268,102,238.00 | 18.4x | -37x | 0.3x |
| Tue, 03 Jun 2025 | SEK 41.7b | SEK 183.5b | -SEK 1,284,752,271.00 | 19.8x | -32.4x | 0.2x |
| Thu, 01 May 2025 | SEK 43.2b | SEK 184.3b | -SEK 1,088,013,388.00 | 19.8x | -39.7x | 0.2x |
| Sat, 29 Mar 2025 | SEK 48.6b | SEK 183.3b | -SEK 2,278,185,626.00 | 19.3x | -21.4x | 0.3x |
| Mon, 24 Feb 2025 | SEK 53.5b | SEK 182.4b | -SEK 2,415,295,657.00 | 21.3x | -22.1x | 0.3x |
| Wed, 22 Jan 2025 | SEK 55.0b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.9x | -9.4x | 0.3x |
| Fri, 20 Dec 2024 | SEK 50.2b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.6x | -8.6x | 0.3x |
| Sun, 17 Nov 2024 | SEK 51.3b | SEK 182.8b | -SEK 5,843,213,031.00 | 23.7x | -8.8x | 0.3x |
| Tue, 15 Oct 2024 | SEK 57.5b | SEK 186.1b | -SEK 5,994,024,891.00 | 21.4x | -9.6x | 0.3x |
| Thu, 12 Sep 2024 | SEK 54.8b | SEK 184.8b | -SEK 5,998,324,891.00 | 21x | -9.1x | 0.3x |
| Sat, 10 Aug 2024 | SEK 54.4b | SEK 184.8b | -SEK 5,961,730,777.00 | 21.1x | -9.1x | 0.3x |
| Mon, 08 Jul 2024 | SEK 54.2b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.6x | -8.7x | 0.3x |
| Wed, 05 Jun 2024 | SEK 58.0b | SEK 183.8b | -SEK 6,094,293,685.00 | 21.8x | -9.5x | 0.3x |
| Fri, 03 May 2024 | SEK 54.3b | SEK 184.5b | -SEK 6,112,743,852.00 | 16.6x | -8.9x | 0.3x |
| Sun, 31 Mar 2024 | SEK 55.9b | SEK 189.8b | -SEK 5,407,729,264.00 | 16.6x | -10.3x | 0.3x |
| Tue, 27 Feb 2024 | SEK 47.1b | SEK 189.8b | -SEK 5,438,045,264.00 | 15.5x | -8.7x | 0.2x |
| Thu, 25 Jan 2024 | SEK 52.2b | SEK 197.6b | -SEK 2,516,378,214.00 | 15x | -20.7x | 0.3x |
| Sat, 23 Dec 2023 | SEK 55.6b | SEK 197.6b | -SEK 2,516,378,214.00 | 15x | -22.1x | 0.3x |
| Mon, 20 Nov 2023 | SEK 51.4b | SEK 197.5b | -SEK 1,120,069,353.00 | 13.4x | -45.9x | 0.3x |
| Wed, 18 Oct 2023 | SEK 51.7b | SEK 197.4b | -SEK 2,622,375,289.00 | 9x | -19.7x | 0.3x |
| Fri, 15 Sep 2023 | SEK 55.7b | SEK 197.2b | -SEK 2,642,575,289.00 | 10.2x | -21.1x | 0.3x |
| Sun, 13 Aug 2023 | SEK 60.1b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.2x | -22.8x | 0.3x |
-22.8x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 2.79% | |
| Consumer Discretionary | 0.25% | |
| Consumer Durables | 2.44% | |
| Home Furnishings | 2.96% | |
| Homebuilding | 2.53% | |
| Household Appliances | 2.45% | |
| Housewares and Specialties | 1.68% | |
| Consumer Electronics | 0.53% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ELUX B AB Electrolux | SEK 30.73 | 2.4% +SEK 592.4m | -47.9% | PS0.2x | |
| JM JM | SEK 128.10 | 3.1% +SEK 251.6m | -10.2% | PS0.9x | |
| BONAV B Bonava | SEK 10.30 | 3.5% +SEK 112.6m | -9.0% | PS0.5x | |
| NOBI Nobia | SEK 16.13 | 4.7% +SEK 109.3m | -65.2% | PS0.4x | |
| DUNI Duni | SEK 78.70 | 1.7% +SEK 61.1m | -13.0% | PE18.1x |