Narrative Update • Jun 30

Over the last 7 days, the Hospitality industry has dropped 1.2%, driven by Evolution declining 2.4%. The industry has fallen 14% in the last year. As for the next few years, earnings are expected to grow by 9.7% per annum.
Has the Swedish Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 06 Jul 2026 | SEK 190.2b | SEK 75.4b | SEK 15.1b | 15.2x | 12.6x | 2.5x |
| Wed, 03 Jun 2026 | SEK 199.7b | SEK 74.5b | SEK 14.9b | 17.3x | 13.4x | 2.7x |
| Fri, 01 May 2026 | SEK 191.2b | SEK 74.3b | SEK 14.8b | 13.3x | 12.9x | 2.6x |
| Sun, 29 Mar 2026 | SEK 170.6b | SEK 74.5b | SEK 15.1b | 11.9x | 11.3x | 2.3x |
| Tue, 24 Feb 2026 | SEK 164.3b | SEK 73.5b | SEK 15.3b | 12.4x | 10.7x | 2.2x |
| Thu, 22 Jan 2026 | SEK 178.6b | SEK 75.0b | SEK 15.8b | 10.6x | 11.3x | 2.4x |
| Sat, 20 Dec 2025 | SEK 189.0b | SEK 71.7b | SEK 15.9b | 11.2x | 11.9x | 2.6x |
| Mon, 17 Nov 2025 | SEK 188.7b | SEK 72.1b | SEK 15.5b | 10.4x | 12.2x | 2.6x |
| Wed, 15 Oct 2025 | SEK 204.8b | SEK 72.1b | SEK 16.3b | 14x | 12.6x | 2.8x |
| Fri, 12 Sep 2025 | SEK 221.8b | SEK 71.6b | SEK 16.1b | 12.1x | 13.8x | 3.1x |
| Sun, 10 Aug 2025 | SEK 239.0b | SEK 72.2b | SEK 16.3b | 14.3x | 14.7x | 3.3x |
| Tue, 08 Jul 2025 | SEK 219.0b | SEK 71.9b | SEK 16.4b | 18.1x | 13.3x | 3x |
| Thu, 05 Jun 2025 | SEK 196.2b | SEK 71.7b | SEK 16.2b | 14.5x | 12.1x | 2.7x |
| Sat, 03 May 2025 | SEK 200.6b | SEK 71.1b | SEK 16.4b | 13.9x | 12.2x | 2.8x |
| Mon, 31 Mar 2025 | SEK 211.2b | SEK 70.0b | SEK 16.3b | 11.4x | 13x | 3x |
| Wed, 26 Feb 2025 | SEK 231.2b | SEK 70.9b | SEK 16.5b | 12.3x | 14x | 3.3x |
| Fri, 24 Jan 2025 | SEK 227.7b | SEK 69.7b | SEK 16.2b | 13.1x | 14x | 3.3x |
| Sun, 22 Dec 2024 | SEK 241.9b | SEK 69.8b | SEK 16.3b | 13.2x | 14.9x | 3.5x |
| Tue, 19 Nov 2024 | SEK 259.2b | SEK 70.0b | SEK 16.3b | 13.9x | 15.9x | 3.7x |
| Thu, 17 Oct 2024 | SEK 299.2b | SEK 82.8b | SEK 16.2b | 17.8x | 18.4x | 3.6x |
| Sat, 14 Sep 2024 | SEK 290.9b | SEK 82.3b | SEK 16.2b | 17x | 18x | 3.5x |
| Mon, 12 Aug 2024 | SEK 288.3b | SEK 82.7b | SEK 16.2b | 16.9x | 17.7x | 3.5x |
| Wed, 10 Jul 2024 | SEK 306.9b | SEK 80.8b | SEK 16.0b | 18.6x | 19.1x | 3.8x |
| Fri, 07 Jun 2024 | SEK 307.4b | SEK 80.0b | SEK 15.7b | 18x | 19.5x | 3.8x |
| Sun, 05 May 2024 | SEK 326.5b | SEK 80.9b | SEK 16.2b | 13.9x | 20.2x | 4x |
| Tue, 02 Apr 2024 | SEK 351.2b | SEK 79.9b | SEK 15.8b | 11.7x | 22.2x | 4.4x |
| Thu, 29 Feb 2024 | SEK 349.8b | SEK 78.2b | SEK 15.3b | 12x | 22.9x | 4.5x |
| Sat, 27 Jan 2024 | SEK 335.8b | SEK 83.6b | SEK 15.8b | 16.3x | 21.3x | 4x |
| Mon, 25 Dec 2023 | SEK 324.6b | SEK 82.0b | SEK 15.3b | 16x | 21.2x | 4x |
| Wed, 22 Nov 2023 | SEK 302.6b | SEK 83.5b | SEK 16.5b | 12.9x | 18.3x | 3.6x |
| Fri, 20 Oct 2023 | SEK 288.8b | SEK 82.5b | SEK 16.3b | 10.7x | 17.7x | 3.5x |
| Sun, 17 Sep 2023 | SEK 334.5b | SEK 83.9b | SEK 16.8b | 12.2x | 20x | 4x |
| Tue, 15 Aug 2023 | SEK 341.5b | SEK 83.2b | SEK 16.6b | 12.4x | 20.6x | 4.1x |
| Thu, 13 Jul 2023 | SEK 364.7b | SEK 79.2b | SEK 15.2b | 12.6x | 24x | 4.6x |
24x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 3.03% | |
| Consumer Discretionary | 2.20% | |
| Hospitality | -1.24% | |
| Leisure Facilities | 2.72% | |
| Restaurants | 0% | 0 |
| Hotels, Resorts and Cruise Lines | -0.24% | |
| Casinos and Gaming | -1.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SKIS B SkiStar | SEK 162.80 | 1.5% +SEK 188.1m | 5.2% | PE21.6x | |
| G2M Gentoo Media | SEK 6.15 | 22.0% +SEK 149.5m | -53.7% | PE18.7x | |
| NREST Nordrest Holding | SEK 258.00 | 3.0% +SEK 95.4m | 42.4% | PE16.4x | |
| GIG SDB GiG Software | SEK 2.15 | 36.5% +SEK 90.1m | -69.6% | PS0.7x | |
| BETCO Better Collective | SEK 120.40 | 1.0% +SEK 69.4m | -9.5% | PE23.1x |