Narrative Update • Jul 24

The Consumer Durables industry is up 10% in the last week, with AB Electrolux up 22%. In the same time, Nobia was down 5.8%. However, the industry is down 42% over the past 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 |
|---|---|---|---|---|---|---|
| Sun, 02 Aug 2026 | SEK 44.6b | SEK 163.0b | -SEK 2,151,758,703.00 | 18.2x | -20.7x | 0.3x |
| Tue, 30 Jun 2026 | SEK 44.8b | SEK 163.5b | -SEK 219,058,703.00 | 65.9x | -204.4x | 0.3x |
| Thu, 28 May 2026 | SEK 34.3b | SEK 163.5b | -SEK 218,940,703.00 | 38.1x | -156.8x | 0.2x |
| Sat, 25 Apr 2026 | SEK 34.4b | SEK 166.3b | SEK 149.1m | 13.8x | 230.8x | 0.2x |
| Mon, 23 Mar 2026 | SEK 38.5b | SEK 166.5b | SEK 152.1m | 16.3x | 253.3x | 0.2x |
| Wed, 18 Feb 2026 | SEK 46.9b | SEK 166.3b | SEK 129.4m | 19.8x | 362.4x | 0.3x |
| Fri, 16 Jan 2026 | SEK 43.8b | SEK 175.0b | -SEK 2,186,871,760.00 | 31.1x | -20x | 0.3x |
| Sun, 14 Dec 2025 | SEK 41.9b | SEK 175.3b | -SEK 2,201,923,760.00 | 30.5x | -19x | 0.2x |
| Tue, 11 Nov 2025 | SEK 39.5b | SEK 175.2b | -SEK 2,189,851,165.00 | 27.8x | -18x | 0.2x |
| Thu, 09 Oct 2025 | SEK 39.4b | SEK 177.8b | -SEK 937,251,165.00 | 28.6x | -42.1x | 0.2x |
| Sat, 06 Sep 2025 | SEK 39.2b | SEK 177.8b | -SEK 941,835,165.00 | 26.5x | -41.6x | 0.2x |
| Mon, 04 Aug 2025 | SEK 41.3b | SEK 177.7b | -SEK 901,202,328.00 | 27.7x | -45.8x | 0.2x |
| Wed, 02 Jul 2025 | SEK 44.7b | SEK 183.5b | -SEK 1,268,102,238.00 | 18.1x | -35.3x | 0.2x |
| Fri, 30 May 2025 | SEK 43.4b | SEK 183.5b | -SEK 1,284,752,271.00 | 20x | -33.8x | 0.2x |
| Sun, 27 Apr 2025 | SEK 46.5b | SEK 183.4b | -SEK 2,299,013,388.00 | 19.7x | -20.2x | 0.3x |
| Tue, 25 Mar 2025 | SEK 49.8b | SEK 183.3b | -SEK 2,278,185,626.00 | 19.4x | -21.9x | 0.3x |
| Thu, 20 Feb 2025 | SEK 53.8b | SEK 182.1b | -SEK 2,449,337,657.00 | 33x | -21.9x | 0.3x |
| Sat, 18 Jan 2025 | SEK 54.6b | SEK 183.4b | -SEK 5,827,891,959.00 | 23x | -9.4x | 0.3x |
| Mon, 16 Dec 2024 | SEK 52.7b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.4x | -9x | 0.3x |
| Wed, 13 Nov 2024 | SEK 52.1b | SEK 182.8b | -SEK 5,843,213,031.00 | 23x | -8.9x | 0.3x |
| Fri, 11 Oct 2024 | SEK 57.3b | SEK 186.1b | -SEK 5,994,024,891.00 | 21.2x | -9.6x | 0.3x |
| Sun, 08 Sep 2024 | SEK 56.1b | SEK 184.8b | -SEK 5,998,324,891.00 | 21.2x | -9.4x | 0.3x |
| Tue, 06 Aug 2024 | SEK 53.5b | SEK 184.8b | -SEK 5,961,730,777.00 | 20.5x | -9x | 0.3x |
| Thu, 04 Jul 2024 | SEK 54.1b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.4x | -8.7x | 0.3x |
| Sat, 01 Jun 2024 | SEK 58.6b | SEK 183.9b | -SEK 5,968,329,685.00 | 19x | -9.8x | 0.3x |
| Mon, 29 Apr 2024 | SEK 54.9b | SEK 184.5b | -SEK 6,112,743,852.00 | 16x | -9x | 0.3x |
| Wed, 27 Mar 2024 | SEK 55.5b | SEK 189.8b | -SEK 5,407,729,264.00 | 16.6x | -10.3x | 0.3x |
| Fri, 23 Feb 2024 | SEK 48.8b | SEK 189.9b | -SEK 5,426,955,308.00 | 16x | -9x | 0.3x |
| Sun, 21 Jan 2024 | SEK 50.0b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.3x | -19.9x | 0.3x |
| Tue, 19 Dec 2023 | SEK 54.7b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.1x | -21.7x | 0.3x |
| Thu, 16 Nov 2023 | SEK 51.6b | SEK 197.5b | -SEK 1,120,069,353.00 | 12.6x | -46.1x | 0.3x |
| Sat, 14 Oct 2023 | SEK 52.3b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.1x | -20x | 0.3x |
| Mon, 11 Sep 2023 | SEK 53.5b | SEK 197.2b | -SEK 2,642,575,289.00 | 10.3x | -20.2x | 0.3x |
| Wed, 09 Aug 2023 | SEK 59.6b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.7x | -22.6x | 0.3x |
-22.6x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 1.79% | |
| Consumer Discretionary | 4.96% | |
| Consumer Durables | 10.33% | |
| Household Appliances | 21.61% | |
| Housewares and Specialties | 2.47% | |
| Homebuilding | 1.45% | |
| Consumer Electronics | -0.79% | |
| Home Furnishings | -3.94% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ELUX B AB Electrolux | SEK 27.77 | 21.6% +SEK 4.0b | -52.4% | PS0.2x | |
| JM JM | SEK 123.10 | 1.2% +SEK 90.3m | -13.2% | PS0.8x | |
| DUNI Duni | SEK 78.90 | 2.5% +SEK 89.3m | -12.4% | PE18.2x | |
| BONAV B Bonava | SEK 10.04 | 2.2% +SEK 70.8m | -11.0% | PS0.5x | |
| BESQAB Besqab | SEK 29.30 | 1.4% +SEK 41.4m | 27.4% | PE25.7x |