Narrative Update • May 01

In the last week, the Consumer Durables industry is up 5.9%, with AB Electrolux up 7.1%. In contrast, the industry has lost 17% in the last 12 months. Looking forward, earnings are forecast to grow by 72% annually.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 08 May 2026 | SEK 37.2b | SEK 162.8b | -SEK 331,414,372.00 | 27.8x | -112.1x | 0.2x |
| Sun, 05 Apr 2026 | SEK 38.9b | SEK 166.5b | SEK 152.1m | 16.7x | 255.8x | 0.2x |
| Tue, 03 Mar 2026 | SEK 44.2b | SEK 166.5b | SEK 137.3m | 19.1x | 322.2x | 0.3x |
| Thu, 29 Jan 2026 | SEK 43.7b | SEK 175.0b | -SEK 2,186,871,760.00 | 31.4x | -20x | 0.2x |
| Sat, 27 Dec 2025 | SEK 41.8b | SEK 175.3b | -SEK 2,201,923,760.00 | 29.8x | -19x | 0.2x |
| Mon, 24 Nov 2025 | SEK 38.8b | SEK 175.2b | -SEK 2,186,679,165.00 | 26.9x | -17.7x | 0.2x |
| Wed, 22 Oct 2025 | SEK 40.5b | SEK 177.8b | -SEK 937,251,165.00 | 29.7x | -43.2x | 0.2x |
| Fri, 19 Sep 2025 | SEK 39.1b | SEK 177.8b | -SEK 937,251,165.00 | 27.6x | -41.7x | 0.2x |
| Sun, 17 Aug 2025 | SEK 42.1b | SEK 177.7b | -SEK 940,402,328.00 | 28.1x | -44.8x | 0.2x |
| Tue, 15 Jul 2025 | SEK 45.9b | SEK 180.7b | -SEK 1,401,202,238.00 | 19.7x | -32.8x | 0.3x |
| Thu, 12 Jun 2025 | SEK 43.1b | SEK 183.5b | -SEK 1,284,752,271.00 | 19.2x | -33.6x | 0.2x |
| Sat, 10 May 2025 | SEK 43.6b | SEK 183.8b | -SEK 1,238,813,388.00 | 19.2x | -35.2x | 0.2x |
| Mon, 07 Apr 2025 | SEK 45.3b | SEK 183.3b | -SEK 2,278,185,626.00 | 17.8x | -19.9x | 0.2x |
| Wed, 05 Mar 2025 | SEK 50.4b | SEK 182.4b | -SEK 2,415,295,657.00 | 19.2x | -20.9x | 0.3x |
| Fri, 31 Jan 2025 | SEK 57.5b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.5x | -9.9x | 0.3x |
| Sun, 29 Dec 2024 | SEK 51.5b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.7x | -8.8x | 0.3x |
| Tue, 26 Nov 2024 | SEK 49.7b | SEK 183.4b | -SEK 5,838,294,031.00 | 24.7x | -8.5x | 0.3x |
| Thu, 24 Oct 2024 | SEK 56.0b | SEK 184.5b | -SEK 6,306,024,891.00 | 27.5x | -8.9x | 0.3x |
| Sat, 21 Sep 2024 | SEK 56.2b | SEK 186.1b | -SEK 5,994,024,891.00 | 20.9x | -9.4x | 0.3x |
| Mon, 19 Aug 2024 | SEK 57.1b | SEK 184.8b | -SEK 5,990,630,777.00 | 22.5x | -9.5x | 0.3x |
| Wed, 17 Jul 2024 | SEK 55.3b | SEK 185.7b | -SEK 6,316,330,777.00 | 20x | -8.8x | 0.3x |
| Fri, 14 Jun 2024 | SEK 58.4b | SEK 184.4b | -SEK 6,236,330,777.00 | 21.2x | -9.4x | 0.3x |
| Sun, 12 May 2024 | SEK 58.4b | SEK 184.6b | -SEK 6,109,343,852.00 | 17.7x | -9.6x | 0.3x |
| Tue, 09 Apr 2024 | SEK 56.3b | SEK 191.3b | -SEK 5,239,429,264.00 | 13.7x | -10.7x | 0.3x |
| Thu, 07 Mar 2024 | SEK 49.5b | SEK 189.8b | -SEK 5,407,729,264.00 | 16.3x | -9.2x | 0.3x |
| Sat, 03 Feb 2024 | SEK 52.8b | SEK 191.9b | -SEK 5,404,578,214.00 | 15.4x | -9.8x | 0.3x |
| Mon, 01 Jan 2024 | SEK 55.8b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.2x | -22.2x | 0.3x |
| Wed, 29 Nov 2023 | SEK 50.4b | SEK 197.0b | -SEK 2,556,934,022.00 | 13.8x | -19.7x | 0.3x |
| Fri, 27 Oct 2023 | SEK 50.0b | SEK 197.6b | -SEK 2,041,675,289.00 | 10.5x | -24.5x | 0.3x |
| Sun, 24 Sep 2023 | SEK 53.0b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.4x | -20.2x | 0.3x |
| Tue, 22 Aug 2023 | SEK 57.8b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.1x | -21.9x | 0.3x |
| Thu, 20 Jul 2023 | SEK 66.3b | SEK 198.8b | -SEK 1,471,198,271.00 | 14.1x | -45.1x | 0.3x |
| Sat, 17 Jun 2023 | SEK 63.1b | SEK 198.5b | -SEK 1,283,576,271.00 | 13.9x | -49.1x | 0.3x |
| Mon, 15 May 2023 | SEK 70.1b | SEK 198.5b | -SEK 1,202,964,198.00 | 10.4x | -58.3x | 0.4x |
-58.3x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 3.67% | |
| Consumer Discretionary | 1.99% | |
| Consumer Durables | 5.85% | |
| Consumer Electronics | 23.50% | |
| Household Appliances | 9.82% | |
| Home Furnishings | 3.82% | |
| Housewares and Specialties | 3.14% | |
| Homebuilding | 2.76% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ELUX B AB Electrolux | SEK 54.50 | 7.1% +SEK 979.2m | -9.8% | PE40.3x | |
| DUNI Duni | SEK 89.40 | 5.2% +SEK 206.8m | -7.3% | PE14.8x | |
| JM JM | SEK 118.30 | 2.6% +SEK 193.5m | -23.1% | PE144x | |
| BONAV B Bonava | SEK 9.03 | 4.4% +SEK 122.2m | -26.3% | PS0.4x | |
| NOBI Nobia | SEK 1.78 | 3.5% +SEK 90.9m | -48.6% | PS0.5x |