H & M Hennes & Mauritz's (STO:HM B) Dividend Will Be SEK3.25
Oct 01
Swedish (OMX) Specialty Stores Industry Analysis
UpdatedOct 03, 2023
DataAggregated Company Financials
Companies28
- 7D-0.4%
- 3M-13.7%
- 1Y33.9%
- YTD23.5%
Over the last 7 days, the Specialty Stores industry has dropped 1.4%, driven by H & M Hennes & Mauritz declining 0.8%. Meanwhile, Fenix Outdoor International actually outperformed within the industry, gaining 6.1% in the last week. Over the past 12 months, the industry was up 37%. As for the next few years, earnings are expected to grow by 28% per annum.
Industry Valuation and Performance
Has the Swedish Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 03 Oct 2023 | kr306.1b | kr350.2b | kr8.7b | 19.9x | 35.1x | 0.9x |
| Thu, 31 Aug 2023 | kr317.4b | kr346.8b | kr5.9b | 21.2x | 53.4x | 0.9x |
| Sat, 29 Jul 2023 | kr343.4b | kr345.3b | kr5.8b | 21.7x | 59.2x | 1x |
| Mon, 26 Jun 2023 | kr306.1b | kr342.5b | kr6.6b | 17.5x | 46.2x | 0.9x |
| Wed, 24 May 2023 | kr289.3b | kr342.2b | kr6.5b | 17.1x | 44.8x | 0.8x |
| Fri, 21 Apr 2023 | kr308.3b | kr340.5b | kr7.3b | 19.4x | 42.5x | 0.9x |
| Sun, 19 Mar 2023 | kr254.5b | kr333.1b | kr6.9b | 17.7x | 36.7x | 0.8x |
| Tue, 14 Feb 2023 | kr264.6b | kr313.2b | kr7.4b | 16.4x | 35.7x | 0.8x |
| Thu, 12 Jan 2023 | kr265.9b | kr305.9b | kr13.0b | 15.3x | 20.4x | 0.9x |
| Sat, 10 Dec 2022 | kr242.5b | kr306.1b | kr13.1b | 15.5x | 18.5x | 0.8x |
| Mon, 07 Nov 2022 | kr241.2b | kr304.9b | kr13.0b | 16.2x | 18.5x | 0.8x |
| Wed, 05 Oct 2022 | kr258.5b | kr304.7b | kr13.2b | 15.1x | 19.6x | 0.8x |
| Fri, 02 Sep 2022 | kr234.4b | kr294.5b | kr16.6b | 15.5x | 14.1x | 0.8x |
| Sun, 31 Jul 2022 | kr276.9b | kr293.8b | kr16.6b | 17.6x | 16.7x | 0.9x |
| Tue, 28 Jun 2022 | kr266.5b | kr294.3b | kr16.8b | 17x | 15.9x | 0.9x |
| Thu, 26 May 2022 | kr268.3b | kr293.9b | kr16.7b | 16.1x | 16.1x | 0.9x |
| Sat, 23 Apr 2022 | kr280.6b | kr285.6b | kr16.3b | 16.3x | 17.2x | 1x |
| Mon, 21 Mar 2022 | kr305.5b | kr284.2b | kr15.1b | 21.3x | 20.3x | 1.1x |
| Wed, 16 Feb 2022 | kr364.4b | kr277.4b | kr15.0b | 27.1x | 24.2x | 1.3x |
| Fri, 14 Jan 2022 | kr370.8b | kr271.6b | kr12.8b | 25.5x | 29x | 1.4x |
| Sun, 12 Dec 2021 | kr348.0b | kr271.6b | kr12.8b | 24.4x | 27.2x | 1.3x |
| Tue, 09 Nov 2021 | kr337.8b | kr269.2b | kr12.6b | 22.5x | 26.7x | 1.3x |
| Thu, 07 Oct 2021 | kr343.1b | kr268.1b | kr12.5b | 22.6x | 27.5x | 1.3x |
| Sat, 04 Sep 2021 | kr362.8b | kr264.7b | kr9.4b | 16x | 38.8x | 1.4x |
| Mon, 02 Aug 2021 | kr367.8b | kr264.7b | kr9.4b | 13.9x | 39.3x | 1.4x |
| Thu, 06 May 2021 | kr400.6b | kr241.0b | kr1.4b | 13.6x | 285.6x | 1.7x |
| Sun, 07 Feb 2021 | kr339.7b | kr253.9b | kr3.9b | 11.9x | 87.5x | 1.3x |
| Sat, 31 Oct 2020 | kr281.6b | kr262.7b | kr5.5b | 12.9x | 51.1x | 1.1x |
Price to Earnings Ratio
54.8x
Current Industry PE
- Investors are pessimistic on the Swedish Specialty Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 35.1x which is lower than its 3-year average PE of 60.8x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.87x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 17% per year over the last three years.
- Revenues for these companies have grown 10% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | -0.57% | |
| Consumer Discretionary | 0.62% | |
| Specialty Stores | -0.40% | |
| Home Furnishing Retail | 12.26% | |
| Automotive Retail | 2.87% | |
| Specialty Stores | 2.15% | |
| Apparel Retail | -0.76% | |
| Home Improvement Retail | -1.51% | |
| Computer and Electronics Retail | -2.22% | |
Industry PE
- Investors are most optimistic about the Computer and Electronics Retail industry which is trading above its 3-year average PE ratio of 40.8x.
- Analysts are expecting annual earnings growth of 50.7%, which is higher than its past year's earnings decline of 34.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 66% over the next 5 years.
- This is better than its past earnings decline of 62% per year.
- In contrast, the Automotive Retail industry is expected to see its earnings grow by 14% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FOI B Fenix Outdoor International | kr680.00 | 6.1% +kr519.8m | -13.8% | PE15.2x | |
| BILI A Bilia | kr109.40 | 2.7% +kr266.8m | -15.4% | PE8.7x | |
| MEKO Meko | kr96.95 | 3.3% +kr173.6m | 1.8% | PE11.1x | |
| RUG RugVista Group | kr58.60 | 12.3% +kr133.0m | 89.0% | PE16.8x | |
| RVRC RVRC Holding | kr39.62 | 2.1% +kr92.6m | 62.4% | PE18.4x |
