Narrative Update • Aug 19

Over the last 7 days, the Consumer Durables industry has dropped 2.1%, driven by AB Electrolux declining 6.5%. On the other hand JM is actually up 5.1%. The industry has fallen 39% in the last year. Looking forward, earnings are forecast to grow by 91% annually.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 31 Aug 2026 | SEK 45.4b | SEK 163.0b | -SEK 2,136,391,993.00 | 18.7x | -21.2x | 0.3x |
| Wed, 29 Jul 2026 | SEK 42.2b | SEK 162.7b | -SEK 332,758,703.00 | 21.6x | -126.8x | 0.3x |
| Fri, 26 Jun 2026 | SEK 44.9b | SEK 163.5b | -SEK 219,058,703.00 | 66.3x | -204.9x | 0.3x |
| Sun, 24 May 2026 | SEK 33.6b | SEK 163.5b | -SEK 218,940,703.00 | 37.2x | -153.3x | 0.2x |
| Tue, 21 Apr 2026 | SEK 39.5b | SEK 166.3b | SEK 149.0m | 16.9x | 264.9x | 0.2x |
| Thu, 19 Mar 2026 | SEK 38.4b | SEK 166.5b | SEK 152.1m | 17x | 252.3x | 0.2x |
| Sat, 14 Feb 2026 | SEK 47.0b | SEK 166.3b | SEK 129.4m | 19.8x | 363.1x | 0.3x |
| Mon, 12 Jan 2026 | SEK 43.8b | SEK 175.0b | -SEK 2,186,871,760.00 | 31.2x | -20x | 0.3x |
| Wed, 10 Dec 2025 | SEK 40.3b | SEK 175.3b | -SEK 2,201,923,760.00 | 28.7x | -18.3x | 0.2x |
| Fri, 07 Nov 2025 | SEK 40.0b | SEK 175.2b | -SEK 2,168,451,165.00 | 28.4x | -18.5x | 0.2x |
| Sun, 05 Oct 2025 | SEK 39.7b | SEK 177.8b | -SEK 937,251,165.00 | 28.2x | -42.3x | 0.2x |
| Tue, 02 Sep 2025 | SEK 39.9b | SEK 177.8b | -SEK 941,835,165.00 | 27.2x | -42.4x | 0.2x |
| Thu, 31 Jul 2025 | SEK 42.2b | SEK 177.7b | -SEK 901,202,328.00 | 28x | -46.8x | 0.2x |
| Sat, 28 Jun 2025 | SEK 45.2b | SEK 183.5b | -SEK 1,273,953,245.00 | 18.2x | -35.5x | 0.2x |
| Mon, 26 May 2025 | SEK 42.6b | SEK 183.5b | -SEK 1,284,420,388.00 | 18.8x | -33.2x | 0.2x |
| Wed, 23 Apr 2025 | SEK 45.1b | SEK 183.3b | -SEK 2,278,015,626.00 | 19.3x | -19.8x | 0.2x |
| Fri, 21 Mar 2025 | SEK 51.6b | SEK 183.3b | -SEK 2,278,185,626.00 | 20.2x | -22.7x | 0.3x |
| Sun, 16 Feb 2025 | SEK 54.5b | SEK 182.1b | -SEK 2,448,091,959.00 | 48.9x | -22.3x | 0.3x |
| Tue, 14 Jan 2025 | SEK 50.4b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.2x | -8.6x | 0.3x |
| Thu, 12 Dec 2024 | SEK 53.1b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.2x | -9.1x | 0.3x |
| Sat, 09 Nov 2024 | SEK 53.8b | SEK 182.8b | -SEK 5,843,213,031.00 | 22x | -9.2x | 0.3x |
| Mon, 07 Oct 2024 | SEK 59.8b | SEK 186.1b | -SEK 5,994,024,891.00 | 22.1x | -10x | 0.3x |
| Wed, 04 Sep 2024 | SEK 56.3b | SEK 184.8b | -SEK 5,998,324,891.00 | 21.4x | -9.4x | 0.3x |
| Fri, 02 Aug 2024 | SEK 56.5b | SEK 184.8b | -SEK 5,961,730,777.00 | 21.5x | -9.5x | 0.3x |
| Sun, 30 Jun 2024 | SEK 54.1b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.2x | -8.7x | 0.3x |
| Tue, 28 May 2024 | SEK 57.0b | SEK 183.9b | -SEK 5,968,329,685.00 | 18.1x | -9.5x | 0.3x |
| Thu, 25 Apr 2024 | SEK 52.1b | SEK 186.2b | -SEK 5,468,642,264.00 | 18.5x | -9.5x | 0.3x |
| Sat, 23 Mar 2024 | SEK 53.9b | SEK 189.8b | -SEK 5,407,729,264.00 | 17.2x | -10x | 0.3x |
| Mon, 19 Feb 2024 | SEK 49.8b | SEK 190.6b | -SEK 5,425,480,450.00 | 19.2x | -9.2x | 0.3x |
| Wed, 17 Jan 2024 | SEK 52.6b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.7x | -20.9x | 0.3x |
| Fri, 15 Dec 2023 | SEK 54.8b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.2x | -21.8x | 0.3x |
| Sun, 12 Nov 2023 | SEK 50.0b | SEK 197.2b | -SEK 1,111,269,353.00 | 11.7x | -45x | 0.3x |
| Tue, 10 Oct 2023 | SEK 52.8b | SEK 197.4b | -SEK 2,622,375,289.00 | 9x | -20.1x | 0.3x |
| Thu, 07 Sep 2023 | SEK 54.5b | SEK 197.2b | -SEK 2,634,421,289.00 | 11.2x | -20.7x | 0.3x |
-20.7x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 1.35% | |
| Consumer Discretionary | -0.78% | |
| Consumer Durables | 0.014% | |
| Homebuilding | 3.94% | |
| Housewares and Specialties | 2.91% | |
| Home Furnishings | 2.49% | |
| Consumer Electronics | 2.29% | |
| Household Appliances | -3.21% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JM JM | SEK 130.70 | 5.8% +SEK 464.4m | -4.2% | PS0.9x | |
| DUNI Duni | SEK 81.30 | 2.9% +SEK 108.1m | -11.1% | PE18.7x | |
| BONAV B Bonava | SEK 10.04 | 2.7% +SEK 83.6m | -7.4% | PS0.5x | |
| NOBI Nobia | SEK 15.49 | 3.1% +SEK 70.9m | -66.6% | PS0.4x | |
| BESQAB Besqab | SEK 27.10 | 1.1% +SEK 31.1m | 22.1% | PE23.8x |