Narrative Update • Jul 24

In the last week, the Consumer Durables industry is flat overall, with AB Electrolux standing out by going down 5.4%. Unfortunately though, the industry is down 40% over the past 12 months. As for the next few years, earnings are expected to grow by 90% per annum.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 11 Sep 2026 | SEK 43.1b | SEK 163.0b | -SEK 2,136,391,993.00 | 17.5x | -20.2x | 0.3x |
| Sun, 09 Aug 2026 | SEK 47.5b | SEK 163.0b | -SEK 2,151,758,703.00 | 18.2x | -22.1x | 0.3x |
| Tue, 07 Jul 2026 | SEK 45.8b | SEK 163.5b | -SEK 219,058,703.00 | 61.1x | -209.2x | 0.3x |
| Thu, 04 Jun 2026 | SEK 27.9b | SEK 163.5b | -SEK 218,940,703.00 | 22.7x | -127.5x | 0.2x |
| Sat, 02 May 2026 | SEK 35.2b | SEK 162.9b | -SEK 362,914,372.00 | 25.9x | -97x | 0.2x |
| Mon, 30 Mar 2026 | SEK 38.6b | SEK 166.5b | SEK 152.1m | 16.4x | 253.6x | 0.2x |
| Wed, 25 Feb 2026 | SEK 44.1b | SEK 166.5b | SEK 137.3m | 19x | 320.9x | 0.3x |
| Fri, 23 Jan 2026 | SEK 44.2b | SEK 175.0b | -SEK 2,186,871,760.00 | 32.1x | -20.2x | 0.3x |
| Sun, 21 Dec 2025 | SEK 41.4b | SEK 175.3b | -SEK 2,201,923,760.00 | 30x | -18.8x | 0.2x |
| Tue, 18 Nov 2025 | SEK 39.0b | SEK 175.2b | -SEK 2,189,851,165.00 | 27x | -17.8x | 0.2x |
| Thu, 16 Oct 2025 | SEK 39.5b | SEK 177.8b | -SEK 937,251,165.00 | 29.3x | -42.1x | 0.2x |
| Sat, 13 Sep 2025 | SEK 39.1b | SEK 177.8b | -SEK 937,251,165.00 | 27.6x | -41.7x | 0.2x |
| Mon, 11 Aug 2025 | SEK 42.5b | SEK 177.7b | -SEK 901,202,328.00 | 28.3x | -47.2x | 0.2x |
| Wed, 09 Jul 2025 | SEK 46.6b | SEK 183.5b | -SEK 1,268,102,238.00 | 18.4x | -36.8x | 0.3x |
| Fri, 06 Jun 2025 | SEK 41.8b | SEK 183.5b | -SEK 1,284,752,271.00 | 19.2x | -32.5x | 0.2x |
| Sun, 04 May 2025 | SEK 43.6b | SEK 184.2b | -SEK 1,123,313,388.00 | 19.4x | -38.8x | 0.2x |
| Tue, 01 Apr 2025 | SEK 47.9b | SEK 183.3b | -SEK 2,278,185,626.00 | 19x | -21x | 0.3x |
| Thu, 27 Feb 2025 | SEK 53.6b | SEK 182.4b | -SEK 2,415,295,657.00 | 20.6x | -22.2x | 0.3x |
| Sat, 25 Jan 2025 | SEK 56.2b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.8x | -9.6x | 0.3x |
| Mon, 23 Dec 2024 | SEK 50.2b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.6x | -8.6x | 0.3x |
| Wed, 20 Nov 2024 | SEK 50.0b | SEK 183.4b | -SEK 5,847,544,031.00 | 24.1x | -8.6x | 0.3x |
| Fri, 18 Oct 2024 | SEK 57.7b | SEK 184.8b | -SEK 5,998,324,891.00 | 21.3x | -9.6x | 0.3x |
| Sun, 15 Sep 2024 | SEK 56.2b | SEK 186.1b | -SEK 5,994,024,891.00 | 21x | -9.4x | 0.3x |
| Tue, 13 Aug 2024 | SEK 54.1b | SEK 184.8b | -SEK 5,961,730,777.00 | 20.9x | -9.1x | 0.3x |
| Thu, 11 Jul 2024 | SEK 54.8b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.3x | -8.8x | 0.3x |
| Sat, 08 Jun 2024 | SEK 58.3b | SEK 184.4b | -SEK 6,232,293,685.00 | 21.6x | -9.3x | 0.3x |
| Mon, 06 May 2024 | SEK 56.0b | SEK 184.5b | -SEK 6,112,743,852.00 | 16.8x | -9.2x | 0.3x |
| Wed, 03 Apr 2024 | SEK 54.9b | SEK 189.8b | -SEK 5,407,729,264.00 | 16.9x | -10.1x | 0.3x |
| Fri, 01 Mar 2024 | SEK 49.4b | SEK 189.8b | -SEK 5,438,045,264.00 | 16.2x | -9.1x | 0.3x |
| Sun, 28 Jan 2024 | SEK 53.0b | SEK 197.6b | -SEK 2,516,378,214.00 | 14.3x | -21.1x | 0.3x |
| Tue, 26 Dec 2023 | SEK 55.6b | SEK 197.6b | -SEK 2,516,378,214.00 | 15x | -22.1x | 0.3x |
| Thu, 23 Nov 2023 | SEK 50.5b | SEK 197.5b | -SEK 1,120,069,353.00 | 13.1x | -45.1x | 0.3x |
| Sat, 21 Oct 2023 | SEK 52.1b | SEK 197.5b | -SEK 2,079,175,289.00 | 8.9x | -25.1x | 0.3x |
| Mon, 18 Sep 2023 | SEK 55.4b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.9x | -21.1x | 0.3x |
-21.1x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | -1.37% | |
| Consumer Discretionary | -2.19% | |
| Consumer Durables | -4.06% | |
| Home Furnishings | -1.66% | |
| Homebuilding | -2.55% | |
| Housewares and Specialties | -3.80% | |
| Household Appliances | -5.44% | |
| Consumer Electronics | -6.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BESQAB Besqab | SEK 28.00 | 1.1% +SEK 34.3m | 26.1% | PE27.1x | |
| EATG EatGood Sweden | SEK 0.46 | 1.8% +SEK 218.7k | -61.2% | PS3.7x |