Narrative Update • Aug 19

The Consumer Durables is pretty flat in the last 7 days, but JM has stood out, gaining 5.2%. Unfortunately though, the industry is down 39% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Tue, 01 Sep 2026 | SEK 45.1b | SEK 163.0b | -SEK 2,136,391,993.00 | 18.4x | -21.1x | 0.3x |
| Thu, 30 Jul 2026 | SEK 46.4b | SEK 162.7b | -SEK 332,758,703.00 | 21.6x | -139.5x | 0.3x |
| Sat, 27 Jun 2026 | SEK 45.2b | SEK 163.5b | -SEK 219,058,703.00 | 66.9x | -206.5x | 0.3x |
| Mon, 25 May 2026 | SEK 33.6b | SEK 163.5b | -SEK 218,940,703.00 | 37.2x | -153.3x | 0.2x |
| Wed, 22 Apr 2026 | SEK 38.8b | SEK 166.5b | SEK 152.1m | 16.5x | 255.4x | 0.2x |
| Fri, 20 Mar 2026 | SEK 38.9b | SEK 166.5b | SEK 152.1m | 16.4x | 255.5x | 0.2x |
| Sun, 15 Feb 2026 | SEK 47.0b | SEK 166.3b | SEK 129.4m | 19.8x | 363x | 0.3x |
| Tue, 13 Jan 2026 | SEK 43.6b | SEK 175.0b | -SEK 2,186,871,760.00 | 30.9x | -19.9x | 0.2x |
| Thu, 11 Dec 2025 | SEK 40.3b | SEK 175.3b | -SEK 2,201,923,760.00 | 28.5x | -18.3x | 0.2x |
| Sat, 08 Nov 2025 | SEK 39.5b | SEK 175.2b | -SEK 2,168,451,165.00 | 27.7x | -18.2x | 0.2x |
| Mon, 06 Oct 2025 | SEK 39.7b | SEK 177.8b | -SEK 937,251,165.00 | 28.2x | -42.3x | 0.2x |
| Wed, 03 Sep 2025 | SEK 38.9b | SEK 177.8b | -SEK 941,835,165.00 | 26.5x | -41.3x | 0.2x |
| Fri, 01 Aug 2025 | SEK 41.7b | SEK 177.7b | -SEK 901,202,328.00 | 27.7x | -46.2x | 0.2x |
| Sun, 29 Jun 2025 | SEK 45.2b | SEK 183.5b | -SEK 1,271,958,121.00 | 18.2x | -35.5x | 0.2x |
| Tue, 27 May 2025 | SEK 43.6b | SEK 183.5b | -SEK 1,284,420,388.00 | 19.8x | -33.9x | 0.2x |
| Thu, 24 Apr 2025 | SEK 46.2b | SEK 183.3b | -SEK 2,278,015,626.00 | 19.5x | -20.3x | 0.3x |
| Sat, 22 Mar 2025 | SEK 50.3b | SEK 183.3b | -SEK 2,278,185,626.00 | 20x | -22.1x | 0.3x |
| Mon, 17 Feb 2025 | SEK 54.5b | SEK 182.1b | -SEK 2,448,091,959.00 | 48.9x | -22.3x | 0.3x |
| Wed, 15 Jan 2025 | SEK 51.2b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.2x | -8.8x | 0.3x |
| Fri, 13 Dec 2024 | SEK 52.9b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.3x | -9.1x | 0.3x |
| Sun, 10 Nov 2024 | SEK 53.8b | SEK 182.8b | -SEK 5,843,213,031.00 | 22x | -9.2x | 0.3x |
| Tue, 08 Oct 2024 | SEK 59.4b | SEK 186.1b | -SEK 5,994,024,891.00 | 21.8x | -9.9x | 0.3x |
| Thu, 05 Sep 2024 | SEK 56.3b | SEK 184.8b | -SEK 5,998,324,891.00 | 21.4x | -9.4x | 0.3x |
| Sat, 03 Aug 2024 | SEK 55.2b | SEK 184.8b | -SEK 5,961,730,777.00 | 21.1x | -9.3x | 0.3x |
| Mon, 01 Jul 2024 | SEK 54.1b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.2x | -8.7x | 0.3x |
| Wed, 29 May 2024 | SEK 58.2b | SEK 183.9b | -SEK 5,968,329,685.00 | 18.6x | -9.8x | 0.3x |
| Fri, 26 Apr 2024 | SEK 50.7b | SEK 186.2b | -SEK 5,468,642,264.00 | 18.2x | -9.3x | 0.3x |
| Sun, 24 Mar 2024 | SEK 53.9b | SEK 189.8b | -SEK 5,407,729,264.00 | 17.2x | -10x | 0.3x |
| Tue, 20 Feb 2024 | SEK 48.9b | SEK 190.6b | -SEK 5,425,480,450.00 | 17.6x | -9x | 0.3x |
| Thu, 18 Jan 2024 | SEK 51.4b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.7x | -20.4x | 0.3x |
| Sat, 16 Dec 2023 | SEK 54.7b | SEK 197.6b | -SEK 2,516,378,214.00 | 14.9x | -21.7x | 0.3x |
| Mon, 13 Nov 2023 | SEK 50.0b | SEK 197.2b | -SEK 1,111,269,353.00 | 11.7x | -45x | 0.3x |
| Wed, 11 Oct 2023 | SEK 53.7b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.4x | -20.5x | 0.3x |
| Fri, 08 Sep 2023 | SEK 53.3b | SEK 197.2b | -SEK 2,642,575,289.00 | 10.3x | -20.2x | 0.3x |
-20.2x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 0.65% | |
| Consumer Discretionary | -1.05% | |
| Consumer Durables | -0.46% | |
| Homebuilding | 3.85% | |
| Consumer Electronics | 1.78% | |
| Home Furnishings | 1.16% | |
| Housewares and Specialties | 1.01% | |
| Household Appliances | -3.58% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JM JM | SEK 129.90 | 5.2% +SEK 412.8m | -4.8% | PS0.9x | |
| BONAV B Bonava | SEK 10.18 | 4.1% +SEK 128.6m | -6.1% | PS0.5x | |
| DUNI Duni | SEK 79.80 | 1.0% +SEK 37.6m | -12.8% | PE18.4x | |
| BESQAB Besqab | SEK 27.10 | 1.1% +SEK 31.1m | 22.1% | PE23.8x | |
| NOBI Nobia | SEK 15.21 | 1.3% +SEK 28.5m | -67.2% | PS0.4x |