Narrative Update • Jul 23

Last week, the Food industry hasn't moved much but AAK AB (publ.) is up 5.4% in that time. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 6.8% per annum.
Has the Swedish Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 31 Jul 2026 | SEK 84.9b | SEK 74.6b | SEK 5.1b | 20.3x | 16.7x | 1.1x |
| Sun, 28 Jun 2026 | SEK 89.3b | SEK 74.6b | SEK 4.8b | 23.8x | 18.8x | 1.2x |
| Tue, 26 May 2026 | SEK 95.8b | SEK 74.6b | SEK 4.8b | 23.4x | 20.1x | 1.3x |
| Thu, 23 Apr 2026 | SEK 93.4b | SEK 74.5b | SEK 4.6b | 24.8x | 20.1x | 1.3x |
| Sat, 21 Mar 2026 | SEK 86.0b | SEK 74.5b | SEK 4.6b | 20.3x | 18.5x | 1.2x |
| Mon, 16 Feb 2026 | SEK 92.8b | SEK 74.4b | SEK 4.6b | 23.2x | 20x | 1.2x |
| Wed, 14 Jan 2026 | SEK 88.2b | SEK 74.5b | SEK 4.5b | 20.7x | 19.7x | 1.2x |
| Fri, 12 Dec 2025 | SEK 89.0b | SEK 74.5b | SEK 4.4b | 20.2x | 20x | 1.2x |
| Sun, 09 Nov 2025 | SEK 88.7b | SEK 74.5b | SEK 4.4b | 20.7x | 20x | 1.2x |
| Tue, 07 Oct 2025 | SEK 83.5b | SEK 73.8b | SEK 4.3b | 21.1x | 19.3x | 1.1x |
| Thu, 04 Sep 2025 | SEK 87.5b | SEK 73.8b | SEK 4.3b | 21.8x | 20.2x | 1.2x |
| Sat, 02 Aug 2025 | SEK 83.3b | SEK 73.7b | SEK 4.3b | 21.7x | 19.3x | 1.1x |
| Mon, 30 Jun 2025 | SEK 85.1b | SEK 73.3b | SEK 4.5b | 23.2x | 19x | 1.2x |
| Wed, 28 May 2025 | SEK 88.4b | SEK 73.3b | SEK 4.5b | 22x | 19.8x | 1.2x |
| Fri, 25 Apr 2025 | SEK 82.8b | SEK 72.4b | SEK 4.3b | 20x | 19.2x | 1.1x |
| Sun, 23 Mar 2025 | SEK 89.7b | SEK 72.4b | SEK 4.3b | 20.8x | 20.7x | 1.2x |
| Tue, 18 Feb 2025 | SEK 97.5b | SEK 72.4b | SEK 4.3b | 22.9x | 22.6x | 1.3x |
| Thu, 16 Jan 2025 | SEK 93.5b | SEK 71.3b | SEK 4.2b | 22.6x | 22.1x | 1.3x |
| Sat, 14 Dec 2024 | SEK 98.1b | SEK 71.3b | SEK 4.2b | 23.8x | 23.2x | 1.4x |
| Mon, 11 Nov 2024 | SEK 89.8b | SEK 71.3b | SEK 4.2b | 21.4x | 21.2x | 1.3x |
| Wed, 09 Oct 2024 | SEK 101.0b | SEK 71.6b | SEK 4.2b | 25.1x | 24.3x | 1.4x |
| Fri, 06 Sep 2024 | SEK 96.9b | SEK 71.6b | SEK 4.2b | 19.9x | 23.3x | 1.4x |
| Sun, 04 Aug 2024 | SEK 92.2b | SEK 71.6b | SEK 4.1b | 22.7x | 22.3x | 1.3x |
| Tue, 02 Jul 2024 | SEK 94.3b | SEK 71.7b | SEK 3.9b | 21.5x | 24.1x | 1.3x |
| Thu, 30 May 2024 | SEK 88.1b | SEK 71.7b | SEK 3.9b | 20.4x | 22.5x | 1.2x |
| Sat, 27 Apr 2024 | SEK 85.0b | SEK 71.9b | SEK 3.9b | 20.5x | 21.9x | 1.2x |
| Mon, 25 Mar 2024 | SEK 76.3b | SEK 73.0b | SEK 3.5b | 19.4x | 21.6x | 1x |
| Wed, 21 Feb 2024 | SEK 73.8b | SEK 73.0b | SEK 3.4b | 21x | 21.7x | 1x |
| Fri, 19 Jan 2024 | SEK 70.7b | SEK 75.4b | SEK 2.9b | 19.1x | 24.4x | 0.9x |
| Sun, 17 Dec 2023 | SEK 68.8b | SEK 75.4b | SEK 2.9b | 18.1x | 23.7x | 0.9x |
| Tue, 14 Nov 2023 | SEK 68.3b | SEK 75.4b | SEK 2.9b | 18.1x | 23.6x | 0.9x |
| Thu, 12 Oct 2023 | SEK 65.3b | SEK 76.6b | SEK 2.2b | 18.2x | 29.9x | 0.9x |
| Sat, 09 Sep 2023 | SEK 64.5b | SEK 76.6b | SEK 2.2b | 18x | 29.5x | 0.8x |
| Mon, 07 Aug 2023 | SEK 62.5b | SEK 76.3b | SEK 2.1b | 20.2x | 29.7x | 0.8x |
29.7x
Which industries have driven the changes within the Swedish Consumer Staples industry?
| SE Market | 2.59% | |
| Consumer Staples | 2.75% | |
| Food | 5.08% | |
| Agricultural Products | 11.40% | |
| Packaged Foods and Meats | 5.05% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AAK AAK AB (publ.) | SEK 208.60 | 5.4% +SEK 2.8b | -17.4% | PE15x | |
| SCST Scandi Standard | SEK 141.20 | 11.2% +SEK 926.8m | 48.9% | PE21.2x | |
| CLA B Cloetta | SEK 57.35 | 2.1% +SEK 345.0m | 81.9% | PE19.4x | |
| MSON B Midsona | SEK 12.05 | 3.0% +SEK 50.9m | 50.6% | PE15.6x | |
| AGTIRA B Agtira | SEK 2.54 | 11.4% +SEK 34.4m | -16.4% | PS3.9x |