Narrative Update • Jun 04

Over the last 7 days, the Consumer Durables industry has dropped 4.3%, driven by AB Electrolux declining 10%. The industry has fallen 37% in the last year. As for the next few years, earnings are expected to grow by 59% per annum.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | SEK 27.4b | SEK 163.5b | -SEK 219,058,703.00 | 21.9x | -124.9x | 0.2x |
| Wed, 13 May 2026 | SEK 35.8b | SEK 163.5b | -SEK 218,940,703.00 | 37.7x | -163.7x | 0.2x |
| Fri, 10 Apr 2026 | SEK 39.5b | SEK 166.5b | SEK 152.1m | 16.9x | 259.6x | 0.2x |
| Sun, 08 Mar 2026 | SEK 40.9b | SEK 166.5b | SEK 152.1m | 17.7x | 268.7x | 0.2x |
| Tue, 03 Feb 2026 | SEK 46.4b | SEK 170.7b | -SEK 2,051,971,760.00 | 23.8x | -22.6x | 0.3x |
| Thu, 01 Jan 2026 | SEK 42.7b | SEK 175.0b | -SEK 2,186,871,760.00 | 30.7x | -19.5x | 0.2x |
| Sat, 29 Nov 2025 | SEK 41.1b | SEK 175.2b | -SEK 2,186,679,165.00 | 28.9x | -18.8x | 0.2x |
| Mon, 27 Oct 2025 | SEK 41.1b | SEK 176.3b | -SEK 764,451,165.00 | 34.2x | -53.8x | 0.2x |
| Wed, 24 Sep 2025 | SEK 39.4b | SEK 177.8b | -SEK 937,251,165.00 | 27.7x | -42.1x | 0.2x |
| Fri, 22 Aug 2025 | SEK 41.8b | SEK 177.7b | -SEK 940,402,328.00 | 27.8x | -44.5x | 0.2x |
| Sun, 20 Jul 2025 | SEK 42.5b | SEK 178.0b | -SEK 983,202,238.00 | 27.7x | -43.2x | 0.2x |
| Tue, 17 Jun 2025 | SEK 44.7b | SEK 183.5b | -SEK 1,273,953,245.00 | 18.6x | -35.1x | 0.2x |
| Thu, 15 May 2025 | SEK 44.8b | SEK 183.8b | -SEK 1,238,813,388.00 | 19.6x | -36.1x | 0.2x |
| Sat, 12 Apr 2025 | SEK 43.0b | SEK 183.3b | -SEK 2,278,185,626.00 | 17.3x | -18.9x | 0.2x |
| Mon, 10 Mar 2025 | SEK 52.5b | SEK 183.3b | -SEK 2,278,185,626.00 | 19.4x | -23x | 0.3x |
| Wed, 05 Feb 2025 | SEK 53.0b | SEK 182.1b | -SEK 2,455,891,959.00 | 22.5x | -21.6x | 0.3x |
| Fri, 03 Jan 2025 | SEK 52.3b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.6x | -9x | 0.3x |
| Sun, 01 Dec 2024 | SEK 48.8b | SEK 183.4b | -SEK 5,827,891,959.00 | 25.8x | -8.4x | 0.3x |
| Tue, 29 Oct 2024 | SEK 54.2b | SEK 183.0b | -SEK 5,795,724,891.00 | 20.3x | -9.4x | 0.3x |
| Thu, 26 Sep 2024 | SEK 56.7b | SEK 186.1b | -SEK 5,994,024,891.00 | 20.9x | -9.5x | 0.3x |
| Sat, 24 Aug 2024 | SEK 58.4b | SEK 184.8b | -SEK 5,990,401,309.00 | 22.5x | -9.7x | 0.3x |
| Mon, 22 Jul 2024 | SEK 57.2b | SEK 184.8b | -SEK 5,961,730,777.00 | 20.1x | -9.6x | 0.3x |
| Wed, 19 Jun 2024 | SEK 56.0b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.9x | -9x | 0.3x |
| Fri, 17 May 2024 | SEK 59.8b | SEK 183.9b | -SEK 6,000,343,852.00 | 19.3x | -10x | 0.3x |
| Sun, 14 Apr 2024 | SEK 53.3b | SEK 188.9b | -SEK 4,985,629,264.00 | 13.6x | -10.7x | 0.3x |
| Tue, 12 Mar 2024 | SEK 50.4b | SEK 189.8b | -SEK 5,407,729,264.00 | 15.5x | -9.3x | 0.3x |
| Thu, 08 Feb 2024 | SEK 49.5b | SEK 190.8b | -SEK 5,460,646,214.00 | 15.4x | -9.1x | 0.3x |
| Sat, 06 Jan 2024 | SEK 54.3b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.6x | -21.6x | 0.3x |
| Mon, 04 Dec 2023 | SEK 51.2b | SEK 197.6b | -SEK 2,516,243,022.00 | 13.8x | -20.4x | 0.3x |
| Wed, 01 Nov 2023 | SEK 47.4b | SEK 197.7b | -SEK 1,104,275,289.00 | 11.1x | -42.9x | 0.2x |
| Fri, 29 Sep 2023 | SEK 52.4b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.4x | -20x | 0.3x |
| Sun, 27 Aug 2023 | SEK 55.1b | SEK 197.4b | -SEK 2,635,198,271.00 | 13.5x | -20.9x | 0.3x |
| Tue, 25 Jul 2023 | SEK 59.1b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.2x | -22.4x | 0.3x |
| Thu, 22 Jun 2023 | SEK 62.4b | SEK 198.5b | -SEK 1,282,466,271.00 | 13.6x | -48.6x | 0.3x |
-48.6x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 0.46% | |
| Consumer Discretionary | 2.34% | |
| Consumer Durables | -3.09% | |
| Homebuilding | 2.24% | |
| Consumer Electronics | -2.35% | |
| Home Furnishings | -2.93% | |
| Housewares and Specialties | -4.18% | |
| Household Appliances | -10.40% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BONAV B Bonava | SEK 8.62 | 5.8% +SEK 151.1m | -28.3% | PS0.4x | |
| JM JM | SEK 115.00 | 1.2% +SEK 90.3m | -23.9% | PE140x | |
| BESQAB Besqab | SEK 25.40 | 1.6% +SEK 41.4m | 15.5% | PE398.6x | |
| WTW A Wall to Wall Group | SEK 31.90 | 1.9% +SEK 8.0m | -41.4% | PS0.5x | |
| CANDLE B Candles Scandinavia | SEK 35.70 | 1.4% +SEK 5.0m | 35.7% | PS0.7x |