Narrative Update • May 19

Over the last 7 days, the Consumer Durables industry has remained flat. As for the longer term, the industry has declined 23% in the last year. As for the next few years, earnings are expected to grow by 70% per annum.
Has the Swedish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 26 May 2026 | SEK 34.5b | SEK 163.5b | -SEK 218,940,703.00 | 39x | -157.5x | 0.2x |
| Thu, 23 Apr 2026 | SEK 38.3b | SEK 166.5b | SEK 152.1m | 16.2x | 251.8x | 0.2x |
| Sat, 21 Mar 2026 | SEK 38.5b | SEK 166.5b | SEK 152.1m | 16.3x | 253.2x | 0.2x |
| Mon, 16 Feb 2026 | SEK 47.0b | SEK 166.3b | SEK 129.4m | 19.8x | 363x | 0.3x |
| Wed, 14 Jan 2026 | SEK 43.9b | SEK 175.0b | -SEK 2,186,871,760.00 | 31.3x | -20.1x | 0.3x |
| Fri, 12 Dec 2025 | SEK 41.4b | SEK 175.3b | -SEK 2,201,923,760.00 | 30.1x | -18.8x | 0.2x |
| Sun, 09 Nov 2025 | SEK 39.5b | SEK 175.2b | -SEK 2,189,851,165.00 | 27.7x | -18x | 0.2x |
| Tue, 07 Oct 2025 | SEK 39.7b | SEK 177.8b | -SEK 937,251,165.00 | 28.8x | -42.3x | 0.2x |
| Thu, 04 Sep 2025 | SEK 38.6b | SEK 177.8b | -SEK 941,835,165.00 | 26.3x | -41x | 0.2x |
| Sat, 02 Aug 2025 | SEK 41.3b | SEK 177.7b | -SEK 901,202,328.00 | 27.7x | -45.8x | 0.2x |
| Mon, 30 Jun 2025 | SEK 45.2b | SEK 183.5b | -SEK 1,271,958,121.00 | 18.2x | -35.5x | 0.2x |
| Wed, 28 May 2025 | SEK 43.2b | SEK 183.5b | -SEK 1,284,420,388.00 | 20.1x | -33.7x | 0.2x |
| Fri, 25 Apr 2025 | SEK 46.5b | SEK 183.3b | -SEK 2,278,015,626.00 | 19.5x | -20.4x | 0.3x |
| Sun, 23 Mar 2025 | SEK 50.3b | SEK 183.3b | -SEK 2,278,185,626.00 | 20x | -22.1x | 0.3x |
| Tue, 18 Feb 2025 | SEK 54.0b | SEK 182.1b | -SEK 2,448,091,959.00 | 47.8x | -22.1x | 0.3x |
| Thu, 16 Jan 2025 | SEK 52.6b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.2x | -9x | 0.3x |
| Sat, 14 Dec 2024 | SEK 52.7b | SEK 183.4b | -SEK 5,827,891,959.00 | 22.4x | -9x | 0.3x |
| Mon, 11 Nov 2024 | SEK 53.8b | SEK 182.8b | -SEK 5,843,213,031.00 | 22x | -9.2x | 0.3x |
| Wed, 09 Oct 2024 | SEK 58.8b | SEK 186.1b | -SEK 5,994,024,891.00 | 21.8x | -9.8x | 0.3x |
| Fri, 06 Sep 2024 | SEK 56.6b | SEK 184.8b | -SEK 5,998,324,891.00 | 21.4x | -9.4x | 0.3x |
| Sun, 04 Aug 2024 | SEK 55.2b | SEK 184.8b | -SEK 5,961,730,777.00 | 21.1x | -9.3x | 0.3x |
| Tue, 02 Jul 2024 | SEK 54.2b | SEK 184.4b | -SEK 6,236,330,777.00 | 20.5x | -8.7x | 0.3x |
| Thu, 30 May 2024 | SEK 56.7b | SEK 183.9b | -SEK 5,968,329,685.00 | 18.4x | -9.5x | 0.3x |
| Sat, 27 Apr 2024 | SEK 52.7b | SEK 184.5b | -SEK 6,110,642,264.00 | 18.7x | -8.6x | 0.3x |
| Mon, 25 Mar 2024 | SEK 53.9b | SEK 189.8b | -SEK 5,407,729,264.00 | 17.2x | -10x | 0.3x |
| Wed, 21 Feb 2024 | SEK 48.2b | SEK 190.6b | -SEK 5,425,480,450.00 | 17x | -8.9x | 0.3x |
| Fri, 19 Jan 2024 | SEK 51.2b | SEK 197.6b | -SEK 2,516,378,214.00 | 15.4x | -20.4x | 0.3x |
| Sun, 17 Dec 2023 | SEK 54.7b | SEK 197.6b | -SEK 2,516,378,214.00 | 14.9x | -21.7x | 0.3x |
| Tue, 14 Nov 2023 | SEK 49.9b | SEK 197.2b | -SEK 1,111,269,353.00 | 11.7x | -44.9x | 0.3x |
| Thu, 12 Oct 2023 | SEK 53.6b | SEK 197.4b | -SEK 2,622,375,289.00 | 9.3x | -20.4x | 0.3x |
| Sat, 09 Sep 2023 | SEK 53.5b | SEK 197.2b | -SEK 2,642,575,289.00 | 10.3x | -20.2x | 0.3x |
| Mon, 07 Aug 2023 | SEK 59.6b | SEK 197.4b | -SEK 2,635,198,271.00 | 14.1x | -22.6x | 0.3x |
| Wed, 05 Jul 2023 | SEK 65.5b | SEK 198.5b | -SEK 1,283,424,657.00 | 15x | -51x | 0.3x |
| Fri, 02 Jun 2023 | SEK 62.2b | SEK 198.5b | -SEK 1,220,533,198.00 | 13.5x | -51x | 0.3x |
-51x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 4.33% | |
| Consumer Discretionary | 3.11% | |
| Consumer Durables | 2.77% | |
| Household Appliances | 4.93% | |
| Homebuilding | 1.84% | |
| Home Furnishings | 0.58% | |
| Housewares and Specialties | 0.47% | |
| Consumer Electronics | -4.79% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ELUX B AB Electrolux | SEK 52.74 | 4.9% +SEK 670.8m | -16.4% | PE39x | |
| BONAV B Bonava | SEK 9.04 | 3.8% +SEK 106.1m | -27.9% | PS0.4x | |
| JM JM | SEK 116.10 | 1.3% +SEK 96.8m | -23.2% | PE141.3x | |
| WTW A Wall to Wall Group | SEK 28.40 | 8.4% +SEK 29.4m | -51.9% | PS0.5x | |
| DUNI Duni | SEK 86.00 | 0.5% +SEK 18.8m | -15.9% | PE14.3x |