Narrative Update • Aug 05

Over the last 7 days, the Leisure industry has risen 4.6%, driven by gains from Asmodee Group of 11%. Meanwhile, Mips actually underperformed within the industry, shrinking 5.1% in the last week. This means that the industry has gained 4.7% over the past year. Looking forward, earnings are forecast to grow by 27% annually.
Has the Swedish Leisure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 08 Aug 2026 | SEK 97.8b | SEK 31.5b | SEK 1.7b | 63.9x | 57.1x | 3.1x |
| Mon, 06 Jul 2026 | SEK 90.5b | SEK 30.8b | SEK 1.4b | 61.5x | 63.3x | 2.9x |
| Wed, 03 Jun 2026 | SEK 87.7b | SEK 30.5b | SEK 1.4b | 47.7x | 61.6x | 2.9x |
| Fri, 01 May 2026 | SEK 86.1b | SEK 29.8b | SEK 1.6b | 55.5x | 54.9x | 2.9x |
| Sun, 29 Mar 2026 | SEK 75.0b | SEK 30.0b | SEK 1.5b | 46.8x | 49.7x | 2.5x |
| Tue, 24 Feb 2026 | SEK 81.7b | SEK 29.6b | SEK 1.5b | 54.1x | 54.5x | 2.8x |
| Thu, 22 Jan 2026 | SEK 81.0b | SEK 28.4b | SEK 1.0b | 40.1x | 78.3x | 2.8x |
| Sat, 20 Dec 2025 | SEK 84.8b | SEK 28.7b | SEK 1.0b | 46.5x | 82x | 3x |
| Mon, 17 Nov 2025 | SEK 87.2b | SEK 28.2b | SEK 1.2b | 59.4x | 73.2x | 3.1x |
| Wed, 15 Oct 2025 | SEK 86.0b | SEK 28.2b | SEK 1.2b | 62.9x | 74x | 3x |
| Fri, 12 Sep 2025 | SEK 89.5b | SEK 28.0b | SEK 1.2b | 72.7x | 77.1x | 3.2x |
| Sun, 10 Aug 2025 | SEK 94.1b | SEK 27.4b | SEK 1.1b | 77.1x | 85.3x | 3.4x |
| Tue, 08 Jul 2025 | SEK 95.5b | SEK 27.1b | SEK 1.2b | 79.3x | 80.3x | 3.5x |
| Thu, 05 Jun 2025 | SEK 95.5b | SEK 27.1b | SEK 1.2b | 76.1x | 81.1x | 3.5x |
| Sat, 03 May 2025 | SEK 85.1b | SEK 26.4b | -SEK 5,725,276,760.55 | 44.7x | -14.9x | 3.2x |
| Mon, 31 Mar 2025 | SEK 88.6b | SEK 26.0b | -SEK 5,610,593,174.95 | 51.1x | -15.8x | 3.4x |
| Wed, 26 Feb 2025 | SEK 99.6b | SEK 11.9b | SEK 1.2b | 63x | 84x | 8.4x |
| Fri, 24 Jan 2025 | SEK 52.3b | SEK 11.8b | SEK 1.2b | 80.5x | 43.6x | 4.4x |
| Sun, 22 Dec 2024 | SEK 49.3b | SEK 11.8b | SEK 1.2b | 74.1x | 41.1x | 4.2x |
| Tue, 19 Nov 2024 | SEK 49.9b | SEK 11.6b | SEK 1.2b | 75.3x | 41.4x | 4.3x |
| Thu, 17 Oct 2024 | SEK 46.8b | SEK 11.6b | SEK 1.2b | 51.8x | 38.2x | 4x |
| Sat, 14 Sep 2024 | SEK 46.2b | SEK 11.6b | SEK 1.2b | 56.5x | 37.7x | 4x |
| Mon, 12 Aug 2024 | SEK 43.5b | SEK 11.6b | SEK 1.2b | 63.5x | 35.5x | 3.8x |
| Wed, 10 Jul 2024 | SEK 41.3b | SEK 11.6b | SEK 1.2b | 26.8x | 33.9x | 3.6x |
| Fri, 07 Jun 2024 | SEK 45.4b | SEK 11.6b | SEK 1.2b | 30x | 37.3x | 3.9x |
| Sun, 05 May 2024 | SEK 43.2b | SEK 11.6b | SEK 1.2b | 28.9x | 35.5x | 3.7x |
| Tue, 02 Apr 2024 | SEK 44.1b | SEK 11.7b | SEK 1.2b | 73.5x | 37.3x | 3.8x |
| Thu, 29 Feb 2024 | SEK 38.5b | SEK 11.7b | SEK 1.2b | 71.6x | 32.6x | 3.3x |
| Sat, 27 Jan 2024 | SEK 38.2b | SEK 12.0b | SEK 1.2b | 78.2x | 32.8x | 3.2x |
| Mon, 25 Dec 2023 | SEK 38.8b | SEK 12.0b | SEK 1.2b | 83.4x | 33.3x | 3.2x |
| Wed, 22 Nov 2023 | SEK 39.3b | SEK 12.0b | SEK 1.2b | 77.6x | 33.2x | 3.3x |
| Fri, 20 Oct 2023 | SEK 36.2b | SEK 11.9b | SEK 1.2b | 28.2x | 31.4x | 3x |
| Sun, 17 Sep 2023 | SEK 40.9b | SEK 11.9b | SEK 1.2b | 32.6x | 35.4x | 3.4x |
| Tue, 15 Aug 2023 | SEK 48.8b | SEK 11.9b | SEK 1.2b | 37.6x | 41.7x | 4.1x |
41.7x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 2.04% | |
| Consumer Discretionary | 1.64% | |
| Leisure | 4.58% | |
| Leisure Products | 4.58% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ASMDEE B Asmodee Group | SEK 165.30 | 11.4% +SEK 4.0b | 32.6% | PE77.1x | |
| ZOOM Zoomability Int | SEK 1.54 | 14.6% +SEK 5.0m | 24.3% | PS12.1x |