Narrative Update • Aug 03

Over the last 7 days, the Aerospace & Defense industry has risen 3.1%, driven by gains from Saab of 3.0%. Meanwhile, W5 Solutions actually underperformed within the industry, shrinking 19% in the last week. This takes the industry's 12 month performance to a gain of 24%. As for the next few years, earnings are expected to grow by 20% per annum.
Has the Swedish Aerospace & Defense Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 10 Aug 2026 | SEK 368.6b | SEK 94.6b | SEK 7.6b | 43.3x | 48.8x | 3.9x |
| Wed, 08 Jul 2026 | SEK 348.3b | SEK 88.5b | SEK 6.9b | 42.9x | 50.4x | 3.9x |
| Fri, 05 Jun 2026 | SEK 311.9b | SEK 88.5b | SEK 6.9b | 42.1x | 45.1x | 3.5x |
| Sun, 03 May 2026 | SEK 329.0b | SEK 88.3b | SEK 6.9b | 41.8x | 47.6x | 3.7x |
| Tue, 31 Mar 2026 | SEK 349.0b | SEK 84.6b | SEK 6.7b | 46.3x | 52.4x | 4.1x |
| Thu, 26 Feb 2026 | SEK 377.5b | SEK 84.5b | SEK 6.7b | 50x | 56.7x | 4.5x |
| Sat, 24 Jan 2026 | SEK 410.7b | SEK 76.8b | SEK 5.2b | 50.6x | 78.7x | 5.3x |
| Mon, 22 Dec 2025 | SEK 295.6b | SEK 76.8b | SEK 5.2b | 47.7x | 56.6x | 3.8x |
| Wed, 19 Nov 2025 | SEK 298.9b | SEK 76.8b | SEK 5.2b | 46.7x | 57.3x | 3.9x |
| Fri, 17 Oct 2025 | SEK 287.3b | SEK 74.2b | SEK 5.3b | 49.1x | 54.7x | 3.9x |
| Sun, 14 Sep 2025 | SEK 317.5b | SEK 74.2b | SEK 5.3b | 54.3x | 60.4x | 4.3x |
| Tue, 12 Aug 2025 | SEK 295.6b | SEK 74.5b | SEK 5.2b | 50.7x | 57.3x | 4x |
| Thu, 10 Jul 2025 | SEK 299.5b | SEK 69.9b | SEK 4.7b | 52.8x | 63.8x | 4.3x |
| Sat, 07 Jun 2025 | SEK 307.4b | SEK 69.9b | SEK 4.7b | 48.2x | 65.4x | 4.4x |
| Mon, 05 May 2025 | SEK 284.2b | SEK 69.7b | SEK 4.7b | 47x | 60.2x | 4.1x |
| Wed, 02 Apr 2025 | SEK 250.1b | SEK 68.2b | SEK 4.2b | 45.1x | 59.1x | 3.7x |
| Fri, 28 Feb 2025 | SEK 201.2b | SEK 68.2b | SEK 4.2b | 37.5x | 47.9x | 3x |
| Sun, 26 Jan 2025 | SEK 151.3b | SEK 63.0b | SEK 4.1b | 37.8x | 36.7x | 2.4x |
| Tue, 24 Dec 2024 | SEK 148.3b | SEK 63.0b | SEK 4.1b | 39.1x | 35.9x | 2.4x |
| Thu, 21 Nov 2024 | SEK 151.0b | SEK 63.0b | SEK 4.1b | 35x | 36.6x | 2.4x |
| Sat, 19 Oct 2024 | SEK 137.5b | SEK 60.9b | SEK 3.8b | 33x | 36x | 2.3x |
| Mon, 16 Sep 2024 | SEK 143.2b | SEK 60.9b | SEK 3.8b | 34.3x | 37.5x | 2.3x |
| Wed, 14 Aug 2024 | SEK 150.9b | SEK 61.0b | SEK 3.8b | 36.1x | 39.4x | 2.5x |
| Fri, 12 Jul 2024 | SEK 161.3b | SEK 58.0b | SEK 3.6b | 41.3x | 45.2x | 2.8x |
| Sun, 09 Jun 2024 | SEK 165.6b | SEK 58.0b | SEK 3.6b | 47.3x | 46.3x | 2.9x |
| Tue, 07 May 2024 | SEK 138.1b | SEK 58.0b | SEK 3.6b | 40x | 38.7x | 2.4x |
| Thu, 04 Apr 2024 | SEK 149.1b | SEK 55.3b | SEK 3.6b | 43x | 41.8x | 2.7x |
| Sat, 02 Mar 2024 | SEK 128.8b | SEK 55.3b | SEK 3.6b | 37x | 36.1x | 2.3x |
| Mon, 29 Jan 2024 | SEK 107.0b | SEK 52.9b | SEK 3.4b | 40.8x | 31.3x | 2x |
| Wed, 27 Dec 2023 | SEK 95.3b | SEK 52.9b | SEK 3.4b | 37.6x | 27.9x | 1.8x |
| Fri, 24 Nov 2023 | SEK 91.4b | SEK 52.9b | SEK 3.4b | 37.8x | 26.9x | 1.7x |
| Sun, 22 Oct 2023 | SEK 89.2b | SEK 49.8b | SEK 2.9b | 37.7x | 30.3x | 1.8x |
| Tue, 19 Sep 2023 | SEK 98.5b | SEK 49.8b | SEK 2.9b | 39.9x | 33.5x | 2x |
| Thu, 17 Aug 2023 | SEK 90.6b | SEK 49.8b | SEK 2.9b | 40.5x | 30.7x | 1.8x |
30.7x
Which industries have driven the changes within the Swedish Industrials industry?
| SE Market | 1.11% | |
| Industrials | 0.78% | |
| Aerospace & Defense | 3.10% | |
| Aerospace and Defense | 3.10% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SAAB B Saab | SEK 633.40 | 3.0% +SEK 9.9b | 27.0% | PE48.1x | |
| IVSO Invisio | SEK 227.00 | 8.1% +SEK 785.1m | -27.1% | PE42.1x | |
| MILDEF MilDef Group | SEK 226.80 | 3.7% +SEK 376.8m | 44.7% | PE40.1x | |
| AAC AAC Clyde Space | SEK 124.80 | 10.2% +SEK 82.7m | 37.3% | PS2.9x | |
| GOMX GomSpace Group | SEK 12.49 | 2.8% +SEK 57.3m | 21.3% | PS4.8x |