Seeking Alpha • 21h

The Consumer Electronics industry is up 22% in the last week, with Garmin up 23%. During this same period, the GoPro underperformed, falling 6.0%. This means that the industry has gained 34% over the past year. Earnings are forecast to grow by 7.3% annually.
Has the U.S. Consumer Electronics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 Jul 2026 | US$51.2b | US$9.3b | US$1.7b | 60.5x | 29.7x | 5.5x |
| Sat, 27 Jun 2026 | US$47.3b | US$9.3b | US$1.7b | 47.1x | 27.4x | 5.1x |
| Mon, 25 May 2026 | US$48.4b | US$9.3b | US$1.7b | 52.4x | 28.1x | 5.2x |
| Wed, 22 Apr 2026 | US$53.6b | US$9.7b | US$1.5b | 30.7x | 35.1x | 5.5x |
| Fri, 20 Mar 2026 | US$46.4b | US$9.7b | US$1.5b | 27.2x | 30.4x | 4.8x |
| Sun, 15 Feb 2026 | US$43.5b | US$9.4b | US$1.4b | 26.3x | 31x | 4.6x |
| Tue, 13 Jan 2026 | US$43.2b | US$9.5b | US$1.4b | 25.9x | 31.7x | 4.6x |
| Thu, 11 Dec 2025 | US$41.6b | US$9.5b | US$1.4b | 25.7x | 30.6x | 4.4x |
| Sat, 08 Nov 2025 | US$41.6b | US$9.5b | US$1.3b | 24.6x | 31x | 4.4x |
| Mon, 06 Oct 2025 | US$52.0b | US$9.4b | US$1.3b | 31.5x | 38.9x | 5.6x |
| Wed, 03 Sep 2025 | US$48.6b | US$9.4b | US$1.3b | 28.8x | 36.4x | 5.2x |
| Fri, 01 Aug 2025 | US$44.4b | US$9.4b | US$1.3b | 26.8x | 34.1x | 4.7x |
| Sun, 29 Jun 2025 | US$41.7b | US$9.1b | US$1.2b | 27.3x | 34.7x | 4.6x |
| Tue, 27 May 2025 | US$40.1b | US$9.1b | US$1.2b | 26.3x | 33.3x | 4.4x |
| Thu, 24 Apr 2025 | US$38.0b | US$9.0b | US$882.2m | 26.4x | 43.1x | 4.2x |
| Sat, 22 Mar 2025 | US$42.0b | US$9.4b | US$800.0m | 28.7x | 52.6x | 4.5x |
| Mon, 17 Feb 2025 | US$42.9b | US$9.0b | US$903.8m | 26.9x | 47.5x | 4.7x |
| Wed, 15 Jan 2025 | US$43.0b | US$9.2b | US$1.0b | 26.9x | 42.4x | 4.7x |
| Fri, 13 Dec 2024 | US$44.8b | US$9.2b | US$1.0b | 27.3x | 44.1x | 4.8x |
| Sun, 10 Nov 2024 | US$45.4b | US$11.0b | US$1.0b | 28.5x | 43.7x | 4.1x |
| Tue, 08 Oct 2024 | US$37.0b | US$10.8b | US$886.9m | 28.7x | 41.7x | 3.4x |
| Thu, 05 Sep 2024 | US$38.8b | US$10.8b | US$886.9m | 25.3x | 43.8x | 3.6x |
| Sat, 03 Aug 2024 | US$37.2b | US$10.8b | US$893.6m | 23.5x | 41.6x | 3.5x |
| Mon, 01 Jul 2024 | US$35.8b | US$10.6b | US$879.5m | 23x | 40.7x | 3.4x |
| Wed, 29 May 2024 | US$37.0b | US$11.7b | US$850.7m | 22.9x | 43.4x | 3.2x |
| Fri, 26 Apr 2024 | US$33.1b | US$11.5b | US$1.1b | 21.3x | 30.3x | 2.9x |
| Sun, 24 Mar 2024 | US$34.1b | US$11.5b | US$1.1b | 21.9x | 31.2x | 3x |
| Tue, 20 Feb 2024 | US$28.9b | US$11.4b | US$841.0m | 22.5x | 34.4x | 2.5x |
| Thu, 18 Jan 2024 | US$28.4b | US$11.5b | US$840.1m | 22.7x | 33.8x | 2.5x |
| Sat, 16 Dec 2023 | US$29.4b | US$11.5b | US$845.6m | 23.2x | 34.8x | 2.6x |
| Mon, 13 Nov 2023 | US$26.4b | US$11.5b | US$810.2m | 41.6x | 32.6x | 2.3x |
| Wed, 11 Oct 2023 | US$24.7b | US$11.5b | US$810.8m | 20.8x | 30.5x | 2.2x |
| Fri, 08 Sep 2023 | US$24.1b | US$11.5b | US$810.8m | 19.8x | 29.8x | 2.1x |
| Sun, 06 Aug 2023 | US$25.7b | US$11.5b | US$835.5m | 20.4x | 30.7x | 2.2x |
30.7x
How does U.S. Consumer Electronics compare with similar industries?
| US Market | -2.63% | |
| Consumer Discretionary | -4.83% | |
| Consumer Durables | 4.36% | |
| Consumer Electronics | 22.38% | |
| Household Appliances | 7.12% | |
| Housewares and Specialties | 2.44% | |
| Homebuilding | 0.41% | |
| Home Furnishings | -0.76% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GRMN Garmin | US$294.83 | 22.6% +US$10.5b | 33.1% | PE32.7x | |
| SONO Sonos | US$17.52 | 20.6% +US$356.2m | 62.1% | PE88.2x | |
| UEIC Universal Electronics | US$4.69 | 2.6% +US$1.5m | -23.5% | PS0.2x |