Narrative Update • Aug 17

The Hospitality industry is up 4.6% in the last week, with Evolution up 6.0%. In the past year, the industry is down 9.8%. As for the next few years, earnings are expected to grow by 8.7% per annum.
Has the Swedish Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Aug 2026 | SEK 210.0b | SEK 75.6b | SEK 15.0b | 12.7x | 14x | 2.8x |
| Sun, 19 Jul 2026 | SEK 192.1b | SEK 75.6b | SEK 15.0b | 13.7x | 12.8x | 2.5x |
| Tue, 16 Jun 2026 | SEK 203.1b | SEK 74.8b | SEK 15.0b | 15.2x | 13.6x | 2.7x |
| Thu, 14 May 2026 | SEK 189.5b | SEK 74.6b | SEK 14.9b | 19.8x | 12.7x | 2.5x |
| Sat, 11 Apr 2026 | SEK 183.8b | SEK 74.5b | SEK 15.1b | 12.2x | 12.2x | 2.5x |
| Mon, 09 Mar 2026 | SEK 175.9b | SEK 73.3b | SEK 14.7b | 11.4x | 12x | 2.4x |
| Wed, 04 Feb 2026 | SEK 174.7b | SEK 74.4b | SEK 15.6b | 10.9x | 11.2x | 2.3x |
| Fri, 02 Jan 2026 | SEK 190.4b | SEK 71.6b | SEK 15.9b | 11.5x | 12x | 2.7x |
| Sun, 30 Nov 2025 | SEK 191.3b | SEK 72.1b | SEK 16.0b | 10.4x | 11.9x | 2.7x |
| Tue, 28 Oct 2025 | SEK 196.5b | SEK 71.5b | SEK 15.3b | 12.8x | 12.8x | 2.7x |
| Thu, 25 Sep 2025 | SEK 226.0b | SEK 72.1b | SEK 16.2b | 12.9x | 13.9x | 3.1x |
| Sat, 23 Aug 2025 | SEK 236.3b | SEK 72.2b | SEK 16.3b | 12.9x | 14.5x | 3.3x |
| Mon, 21 Jul 2025 | SEK 232.8b | SEK 72.8b | SEK 16.4b | 12.9x | 14.2x | 3.2x |
| Wed, 18 Jun 2025 | SEK 209.9b | SEK 71.8b | SEK 16.2b | 14.8x | 12.9x | 2.9x |
| Fri, 16 May 2025 | SEK 200.3b | SEK 71.2b | SEK 15.5b | 14.7x | 12.9x | 2.8x |
| Sun, 13 Apr 2025 | SEK 216.8b | SEK 70.9b | SEK 16.6b | 11.7x | 13x | 3.1x |
| Tue, 11 Mar 2025 | SEK 224.0b | SEK 70.3b | SEK 16.3b | 12.2x | 13.7x | 3.2x |
| Thu, 06 Feb 2025 | SEK 232.3b | SEK 71.0b | SEK 17.1b | 12.7x | 13.6x | 3.3x |
| Sat, 04 Jan 2025 | SEK 235.0b | SEK 69.6b | SEK 16.2b | 13.2x | 14.5x | 3.4x |
| Mon, 02 Dec 2024 | SEK 249.9b | SEK 69.9b | SEK 16.3b | 13.4x | 15.3x | 3.6x |
| Wed, 30 Oct 2024 | SEK 283.6b | SEK 70.1b | SEK 16.3b | 15.8x | 17.4x | 4x |
| Fri, 27 Sep 2024 | SEK 291.4b | SEK 82.3b | SEK 16.1b | 17x | 18x | 3.5x |
| Sun, 25 Aug 2024 | SEK 302.6b | SEK 82.5b | SEK 16.3b | 18.1x | 18.6x | 3.7x |
| Tue, 23 Jul 2024 | SEK 289.1b | SEK 83.5b | SEK 16.4b | 16.7x | 17.6x | 3.5x |
| Thu, 20 Jun 2024 | SEK 296.7b | SEK 79.8b | SEK 15.6b | 16.5x | 19x | 3.7x |
| Sat, 18 May 2024 | SEK 320.6b | SEK 81.0b | SEK 16.2b | 14x | 19.8x | 4x |
| Mon, 15 Apr 2024 | SEK 343.2b | SEK 80.3b | SEK 15.9b | 11.6x | 21.6x | 4.3x |
| Wed, 13 Mar 2024 | SEK 354.8b | SEK 78.2b | SEK 15.2b | 12x | 23.3x | 4.5x |
| Fri, 09 Feb 2024 | SEK 340.7b | SEK 78.2b | SEK 15.3b | 11.8x | 22.3x | 4.4x |
| Sun, 07 Jan 2024 | SEK 315.7b | SEK 83.0b | SEK 15.6b | 15.1x | 20.2x | 3.8x |
| Tue, 05 Dec 2023 | SEK 304.3b | SEK 83.3b | SEK 15.7b | 15x | 19.4x | 3.7x |
| Thu, 02 Nov 2023 | SEK 279.3b | SEK 85.1b | SEK 17.3b | 12.1x | 16.1x | 3.3x |
| Sat, 30 Sep 2023 | SEK 307.1b | SEK 82.1b | SEK 16.2b | 11.8x | 18.9x | 3.7x |
| Mon, 28 Aug 2023 | SEK 324.7b | SEK 84.0b | SEK 16.8b | 11.4x | 19.3x | 3.9x |
19.3x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | -1.13% | |
| Consumer Discretionary | 2.18% | |
| Hospitality | 4.63% | |
| Casinos and Gaming | 5.26% | |
| Leisure Facilities | 2.11% | |
| Hotels, Resorts and Cruise Lines | 1.57% | |
| Restaurants | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EVO Evolution | SEK 805.00 | 9.1% +SEK 12.8b | -5.8% | PE13x | |
| SKIS B SkiStar | SEK 168.90 | 3.8% +SEK 485.9m | 9.5% | PE22.4x | |
| BETS B Betsson | SEK 93.25 | 2.9% +SEK 351.8m | -41.9% | PE8.5x | |
| BETCO Better Collective | SEK 122.00 | 4.3% +SEK 286.5m | -11.3% | PE23.1x | |
| SHOT Scandic Hotels Group | SEK 88.00 | 1.4% +SEK 268.9m | 1.0% | PE26x |