Narrative Update • Jun 26

Over the last 7 days, the Consumer Durables industry has risen 10%, driven by gains from AB Electrolux of 12%. In the past year, the industry is down 45%. As for the next few years, earnings are expected to grow by 71% 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, 01 Jul 2026 | SEK 45.8b | SEK 163.5b | -SEK 219,058,703.00 | 68x | -208.9x | 0.3x |
| Fri, 29 May 2026 | SEK 28.1b | SEK 163.5b | -SEK 218,940,703.00 | 21x | -128.3x | 0.2x |
| Sun, 26 Apr 2026 | SEK 34.4b | SEK 163.2b | -SEK 391,914,372.00 | 24.2x | -87.8x | 0.2x |
| Tue, 24 Mar 2026 | SEK 38.6b | SEK 166.5b | SEK 152.1m | 16.5x | 253.8x | 0.2x |
| Thu, 19 Feb 2026 | SEK 46.5b | SEK 166.3b | SEK 134.3m | 19.7x | 346.4x | 0.3x |
| Sat, 17 Jan 2026 | SEK 44.1b | SEK 175.0b | -SEK 2,186,871,760.00 | 33x | -20.1x | 0.3x |
| Mon, 15 Dec 2025 | SEK 41.9b | SEK 175.3b | -SEK 2,201,923,760.00 | 30.5x | -19x | 0.2x |
| Wed, 12 Nov 2025 | SEK 40.0b | SEK 175.2b | -SEK 2,189,851,165.00 | 28.4x | -18.3x | 0.2x |
| Fri, 10 Oct 2025 | SEK 39.6b | SEK 177.8b | -SEK 937,251,165.00 | 28.7x | -42.3x | 0.2x |
| Sun, 07 Sep 2025 | SEK 39.2b | SEK 177.8b | -SEK 941,835,165.00 | 26.5x | -41.6x | 0.2x |
| Tue, 05 Aug 2025 | SEK 41.0b | SEK 177.7b | -SEK 901,202,328.00 | 27.7x | -45.5x | 0.2x |
| Thu, 03 Jul 2025 | SEK 46.9b | SEK 183.5b | -SEK 1,268,102,238.00 | 18.2x | -37x | 0.3x |
| Sat, 31 May 2025 | SEK 42.8b | SEK 183.5b | -SEK 1,284,752,271.00 | 19.4x | -33.3x | 0.2x |
| Mon, 28 Apr 2025 | SEK 46.5b | SEK 182.9b | -SEK 2,312,013,388.00 | 19.7x | -20.1x | 0.3x |
| Wed, 26 Mar 2025 | SEK 50.4b | SEK 183.3b | -SEK 2,278,185,626.00 | 19.6x | -22.1x | 0.3x |
| Fri, 21 Feb 2025 | SEK 53.6b | SEK 182.4b | -SEK 2,412,795,657.00 | 19.1x | -22.2x | 0.3x |
| Sun, 19 Jan 2025 | SEK 54.6b | SEK 183.4b | -SEK 5,827,891,959.00 | 23x | -9.4x | 0.3x |
| Tue, 17 Dec 2024 | SEK 52.0b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.6x | -8.9x | 0.3x |
| Thu, 14 Nov 2024 | SEK 51.3b | SEK 182.8b | -SEK 5,843,213,031.00 | 22.9x | -8.8x | 0.3x |
| Sat, 12 Oct 2024 | SEK 57.5b | SEK 186.1b | -SEK 5,994,024,891.00 | 21.4x | -9.6x | 0.3x |
| Mon, 09 Sep 2024 | SEK 56.1b | SEK 184.8b | -SEK 5,998,324,891.00 | 21.2x | -9.4x | 0.3x |
| Wed, 07 Aug 2024 | SEK 53.2b | SEK 184.8b | -SEK 5,961,730,777.00 | 20.4x | -8.9x | 0.3x |
| Fri, 05 Jul 2024 | SEK 53.8b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.4x | -8.6x | 0.3x |
| Sun, 02 Jun 2024 | SEK 58.6b | SEK 183.9b | -SEK 5,968,329,685.00 | 19x | -9.8x | 0.3x |
| Tue, 30 Apr 2024 | SEK 56.3b | SEK 184.5b | -SEK 6,112,743,852.00 | 16.1x | -9.2x | 0.3x |
| Thu, 28 Mar 2024 | SEK 56.2b | SEK 189.8b | -SEK 5,407,729,264.00 | 16.8x | -10.4x | 0.3x |
| Sat, 24 Feb 2024 | SEK 48.5b | SEK 189.9b | -SEK 5,426,955,308.00 | 15.6x | -8.9x | 0.3x |
| Mon, 22 Jan 2024 | SEK 50.0b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.3x | -19.9x | 0.3x |
| Wed, 20 Dec 2023 | SEK 55.8b | SEK 197.6b | -SEK 2,516,378,214.00 | 15x | -22.2x | 0.3x |
| Fri, 17 Nov 2023 | SEK 51.6b | SEK 197.5b | -SEK 1,120,069,353.00 | 13x | -46.1x | 0.3x |
| Sun, 15 Oct 2023 | SEK 52.3b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.1x | -19.9x | 0.3x |
| Tue, 12 Sep 2023 | SEK 54.8b | SEK 197.2b | -SEK 2,642,575,289.00 | 10.4x | -20.7x | 0.3x |
| Thu, 10 Aug 2023 | SEK 59.6b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.4x | -22.6x | 0.3x |
| Sat, 08 Jul 2023 | SEK 64.5b | SEK 198.5b | -SEK 1,282,598,271.00 | 15.5x | -50.3x | 0.3x |
-50.3x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 1.73% | |
| Consumer Discretionary | 0.94% | |
| Consumer Durables | 10.15% | |
| Household Appliances | 12.34% | |
| Homebuilding | 9.59% | |
| Housewares and Specialties | 4.22% | |
| Home Furnishings | 1.82% | |
| Consumer Electronics | 0.97% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ELUX B AB Electrolux | SEK 29.45 | 3.3% +SEK 754.7m | -59.4% | PE65.3x | |
| JM JM | SEK 135.50 | 5.7% +SEK 470.9m | -12.1% | PE164.9x | |
| BESQAB Besqab | SEK 27.50 | 7.4% +SEK 196.8m | 16.0% | PE431.5x | |
| BONAV B Bonava | SEK 9.40 | 2.6% +SEK 77.2m | -28.2% | PS0.4x | |
| DUNI Duni | SEK 77.30 | 0.9% +SEK 32.9m | -17.7% | PE12.8x |