Narrative Update • Jul 24

Over the last 7 days, the Consumer Durables industry has dropped 2.6%, driven by pullbacks in Bonava and Besqab of 2.0% and 1.8%, respectively. Overall the industry is down 41% in 12 months. Looking forward, earnings are forecast to grow by 90% annually.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 18 Sep 2026 | SEK 43.4b | SEK 163.0b | -SEK 2,136,391,993.00 | 17.9x | -20.3x | 0.3x |
| Sun, 16 Aug 2026 | SEK 46.5b | SEK 163.0b | -SEK 2,151,758,703.00 | 18.2x | -21.6x | 0.3x |
| Tue, 14 Jul 2026 | SEK 41.2b | SEK 163.2b | -SEK 272,758,703.00 | 19.2x | -151x | 0.3x |
| Thu, 11 Jun 2026 | SEK 27.4b | SEK 163.5b | -SEK 219,058,703.00 | 22x | -125x | 0.2x |
| Sat, 09 May 2026 | SEK 36.8b | SEK 163.5b | -SEK 212,314,372.00 | 40.1x | -173.1x | 0.2x |
| Mon, 06 Apr 2026 | SEK 38.9b | SEK 166.5b | SEK 152.1m | 16.7x | 255.8x | 0.2x |
| Wed, 04 Mar 2026 | SEK 40.7b | SEK 166.5b | SEK 137.3m | 17.6x | 296.5x | 0.2x |
| Fri, 30 Jan 2026 | SEK 42.7b | SEK 175.0b | -SEK 2,186,871,760.00 | 30.1x | -19.5x | 0.2x |
| Sun, 28 Dec 2025 | SEK 41.8b | SEK 175.3b | -SEK 2,201,923,760.00 | 29.8x | -19x | 0.2x |
| Tue, 25 Nov 2025 | SEK 39.3b | SEK 175.2b | -SEK 2,186,679,165.00 | 27.2x | -18x | 0.2x |
| Thu, 23 Oct 2025 | SEK 39.6b | SEK 177.8b | -SEK 937,251,165.00 | 27.5x | -42.3x | 0.2x |
| Sat, 20 Sep 2025 | SEK 39.1b | SEK 177.8b | -SEK 937,251,165.00 | 27.6x | -41.7x | 0.2x |
| Mon, 18 Aug 2025 | SEK 42.1b | SEK 177.7b | -SEK 940,402,328.00 | 28.1x | -44.8x | 0.2x |
| Wed, 16 Jul 2025 | SEK 46.6b | SEK 180.7b | -SEK 1,401,202,238.00 | 19.9x | -33.3x | 0.3x |
| Fri, 13 Jun 2025 | SEK 42.9b | SEK 183.5b | -SEK 1,273,953,245.00 | 18.9x | -33.6x | 0.2x |
| Sun, 11 May 2025 | SEK 43.6b | SEK 183.8b | -SEK 1,238,813,388.00 | 19.2x | -35.2x | 0.2x |
| Tue, 08 Apr 2025 | SEK 43.0b | SEK 183.3b | -SEK 2,278,185,626.00 | 17.2x | -18.9x | 0.2x |
| Thu, 06 Mar 2025 | SEK 51.3b | SEK 182.4b | -SEK 2,415,295,657.00 | 19.6x | -21.3x | 0.3x |
| Sat, 01 Feb 2025 | SEK 54.5b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.5x | -9.4x | 0.3x |
| Mon, 30 Dec 2024 | SEK 51.5b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.7x | -8.8x | 0.3x |
| Wed, 27 Nov 2024 | SEK 48.4b | SEK 183.4b | -SEK 5,838,294,031.00 | 24.8x | -8.3x | 0.3x |
| Fri, 25 Oct 2024 | SEK 56.9b | SEK 183.2b | -SEK 5,458,024,891.00 | 27.6x | -10.4x | 0.3x |
| Sun, 22 Sep 2024 | SEK 56.2b | SEK 186.1b | -SEK 5,994,024,891.00 | 20.9x | -9.4x | 0.3x |
| Tue, 20 Aug 2024 | SEK 57.7b | SEK 184.8b | -SEK 5,990,630,777.00 | 22.8x | -9.6x | 0.3x |
| Thu, 18 Jul 2024 | SEK 56.1b | SEK 185.7b | -SEK 6,316,330,777.00 | 19.6x | -8.9x | 0.3x |
| Sat, 15 Jun 2024 | SEK 56.5b | SEK 184.4b | -SEK 6,236,330,777.00 | 21.2x | -9.1x | 0.3x |
| Mon, 13 May 2024 | SEK 58.4b | SEK 184.6b | -SEK 6,109,343,852.00 | 17.7x | -9.6x | 0.3x |
| Wed, 10 Apr 2024 | SEK 55.9b | SEK 191.3b | -SEK 5,239,429,264.00 | 13.8x | -10.7x | 0.3x |
| Fri, 08 Mar 2024 | SEK 50.1b | SEK 189.8b | -SEK 5,407,729,264.00 | 15.8x | -9.3x | 0.3x |
| Sun, 04 Feb 2024 | SEK 52.8b | SEK 191.9b | -SEK 5,404,578,214.00 | 15.4x | -9.8x | 0.3x |
| Tue, 02 Jan 2024 | SEK 55.8b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.2x | -22.2x | 0.3x |
| Thu, 30 Nov 2023 | SEK 51.4b | SEK 197.6b | -SEK 2,516,934,022.00 | 13.7x | -20.4x | 0.3x |
| Sat, 28 Oct 2023 | SEK 46.1b | SEK 197.7b | -SEK 1,295,075,289.00 | 11.1x | -35.6x | 0.2x |
| Mon, 25 Sep 2023 | SEK 53.0b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.4x | -20.2x | 0.3x |
-20.2x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 0.90% | |
| Consumer Discretionary | 1.07% | |
| Consumer Durables | 0.70% | |
| Housewares and Specialties | 2.64% | |
| Household Appliances | 1.43% | |
| Home Furnishings | 1.40% | |
| Homebuilding | -0.85% | |
| Consumer Electronics | -6.02% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ELUX B AB Electrolux | SEK 26.50 | 1.4% +SEK 300.3m | -50.5% | PS0.2x | |
| DUNI Duni | SEK 77.90 | 2.6% +SEK 94.0m | -18.3% | PE17.9x | |
| EMBELL Embellence Group | SEK 34.50 | 4.5% +SEK 35.3m | -9.0% | PE13.1x | |
| NOBI Nobia | SEK 14.32 | 0.9% +SEK 19.1m | -69.9% | PS0.4x | |
| LAIR LightAir | SEK 0.95 | 8.0% +SEK 2.7m | 11.8% | PS2.5x |