Narrative Update • Jul 22

Over the last 7 days, the Trade Distributors industry has dropped 3.5%, driven by Beijer Ref declining 5.9%. On the other hand Momentum Group is actually up 12%. Over the last year, the industry has been flat overall. Earnings are forecast to grow by 12% annually.
Has the Swedish Trade Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 24 Jul 2026 | SEK 241.7b | SEK 107.4b | SEK 7.0b | 31.6x | 34.7x | 2.3x |
| Sun, 21 Jun 2026 | SEK 230.9b | SEK 105.7b | SEK 6.2b | 30.9x | 37.2x | 2.2x |
| Tue, 19 May 2026 | SEK 216.6b | SEK 101.5b | SEK 5.9b | 31.6x | 36.6x | 2.1x |
| Thu, 16 Apr 2026 | SEK 227.9b | SEK 101.7b | SEK 5.3b | 31.8x | 42.7x | 2.2x |
| Sat, 14 Mar 2026 | SEK 209.9b | SEK 101.7b | SEK 5.3b | 29.2x | 39.3x | 2.1x |
| Mon, 09 Feb 2026 | SEK 221.7b | SEK 101.5b | SEK 5.3b | 36.2x | 42x | 2.2x |
| Wed, 07 Jan 2026 | SEK 224.6b | SEK 102.0b | SEK 5.3b | 31.7x | 42.6x | 2.2x |
| Fri, 05 Dec 2025 | SEK 234.6b | SEK 102.0b | SEK 5.3b | 36.3x | 44.5x | 2.3x |
| Sun, 02 Nov 2025 | SEK 232.1b | SEK 102.1b | SEK 5.2b | 35.5x | 44.7x | 2.3x |
| Tue, 30 Sep 2025 | SEK 221.0b | SEK 101.5b | SEK 5.2b | 31.2x | 42.8x | 2.2x |
| Thu, 28 Aug 2025 | SEK 235.8b | SEK 101.5b | SEK 5.2b | 30.7x | 45.7x | 2.3x |
| Sat, 26 Jul 2025 | SEK 237.1b | SEK 101.6b | SEK 5.1b | 32x | 46.2x | 2.3x |
| Mon, 23 Jun 2025 | SEK 219.9b | SEK 100.8b | SEK 5.5b | 31.6x | 40x | 2.2x |
| Wed, 21 May 2025 | SEK 233.7b | SEK 100.8b | SEK 5.5b | 32.9x | 42.5x | 2.3x |
| Fri, 18 Apr 2025 | SEK 207.8b | SEK 98.8b | SEK 5.8b | 30.9x | 36x | 2.1x |
| Sun, 16 Mar 2025 | SEK 222.3b | SEK 98.7b | SEK 5.7b | 33.9x | 38.7x | 2.3x |
| Tue, 11 Feb 2025 | SEK 235.8b | SEK 98.4b | SEK 5.8b | 34.2x | 40.9x | 2.4x |
| Thu, 09 Jan 2025 | SEK 219.2b | SEK 96.7b | SEK 6.0b | 31.5x | 36.6x | 2.3x |
| Sat, 07 Dec 2024 | SEK 233.5b | SEK 96.7b | SEK 6.0b | 34.1x | 39x | 2.4x |
| Mon, 04 Nov 2024 | SEK 225.2b | SEK 96.2b | SEK 6.0b | 31.6x | 37.5x | 2.3x |
| Wed, 02 Oct 2024 | SEK 222.0b | SEK 95.0b | SEK 5.8b | 31.3x | 38.1x | 2.3x |
| Fri, 30 Aug 2024 | SEK 241.2b | SEK 95.0b | SEK 5.8b | 36.5x | 41.4x | 2.5x |
| Sun, 28 Jul 2024 | SEK 241.9b | SEK 94.6b | SEK 6.0b | 35.7x | 40.4x | 2.6x |
| Tue, 25 Jun 2024 | SEK 218.8b | SEK 93.2b | SEK 6.0b | 32.7x | 36.6x | 2.3x |
| Thu, 23 May 2024 | SEK 214.7b | SEK 93.2b | SEK 6.0b | 32.5x | 35.9x | 2.3x |
| Sat, 20 Apr 2024 | SEK 186.5b | SEK 92.7b | SEK 6.0b | 30.4x | 31x | 2x |
| Mon, 18 Mar 2024 | SEK 184.4b | SEK 93.0b | SEK 6.0b | 28.9x | 30.6x | 2x |
| Wed, 14 Feb 2024 | SEK 190.8b | SEK 92.8b | SEK 6.2b | 24.5x | 30.8x | 2.1x |
| Fri, 12 Jan 2024 | SEK 174.0b | SEK 91.2b | SEK 5.6b | 24.2x | 31.2x | 1.9x |
| Sun, 10 Dec 2023 | SEK 171.3b | SEK 91.2b | SEK 5.6b | 23.5x | 30.7x | 1.9x |
| Tue, 07 Nov 2023 | SEK 142.7b | SEK 91.0b | SEK 5.9b | 16.7x | 24x | 1.6x |
| Thu, 05 Oct 2023 | SEK 144.3b | SEK 88.1b | SEK 5.8b | 16x | 24.7x | 1.6x |
| Sat, 02 Sep 2023 | SEK 156.7b | SEK 88.1b | SEK 5.8b | 18x | 26.8x | 1.8x |
| Mon, 31 Jul 2023 | SEK 171.1b | SEK 87.8b | SEK 5.7b | 19.7x | 30.1x | 1.9x |
30.1x
Which industries have driven the changes within the Swedish Industrials industry?
| SE Market | -0.31% | |
| Industrials | 0.81% | |
| Trade Distributors | -3.50% | |
| Trade Companies and Distributors | -3.50% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALLIGO B Alligo | SEK 139.80 | 3.9% +SEK 260.5m | 27.3% | PE20.4x | |
| MMGR B Momentum Group | SEK 146.00 | 2.4% +SEK 168.1m | -7.9% | PE37x | |
| FNM Ferronordic | SEK 65.60 | 10.8% +SEK 93.0m | 43.9% | PS0.2x | |
| MEAB B Malmbergs Elektriska | SEK 35.50 | 7.3% +SEK 19.2m | -14.9% | PS0.6x | |
| BEGR BE Group | SEK 28.30 | 2.5% +SEK 13.6m | -16.8% | PS0.1x |