Narrative Update • Aug 14

In the last week, Consumer Electronics has been flat. As for the the longer term, the industry is up 33% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Tue, 18 Aug 2026 | US$62.0b | US$9.5b | US$1.9b | 31.9x | 32.6x | 6.5x |
| Thu, 16 Jul 2026 | US$48.6b | US$9.3b | US$1.7b | 48.1x | 28.2x | 5.2x |
| Sat, 13 Jun 2026 | US$48.0b | US$9.3b | US$1.7b | 51.9x | 27.9x | 5.2x |
| Mon, 11 May 2026 | US$48.4b | US$10.0b | US$1.6b | 51.2x | 29.5x | 4.9x |
| Wed, 08 Apr 2026 | US$48.6b | US$9.7b | US$1.5b | 27.9x | 31.8x | 5x |
| Fri, 06 Mar 2026 | US$50.5b | US$9.7b | US$1.5b | 27.8x | 33.8x | 5.2x |
| Sun, 01 Feb 2026 | US$40.8b | US$9.4b | US$1.4b | 24.7x | 30x | 4.3x |
| Tue, 30 Dec 2025 | US$42.0b | US$9.5b | US$1.4b | 25.2x | 30.9x | 4.4x |
| Thu, 27 Nov 2025 | US$39.7b | US$9.5b | US$1.4b | 23.8x | 29.2x | 4.2x |
| Sat, 25 Oct 2025 | US$50.8b | US$9.4b | US$1.3b | 30.7x | 38x | 5.4x |
| Mon, 22 Sep 2025 | US$47.7b | US$9.4b | US$1.3b | 28.9x | 35.7x | 5.1x |
| Wed, 20 Aug 2025 | US$46.8b | US$9.4b | US$1.3b | 28.7x | 35.2x | 5x |
| Fri, 18 Jul 2025 | US$44.1b | US$9.1b | US$1.2b | 29.6x | 36.7x | 4.8x |
| Sun, 15 Jun 2025 | US$40.3b | US$9.1b | US$1.2b | 26.4x | 33.5x | 4.4x |
| Tue, 13 May 2025 | US$38.4b | US$9.1b | US$941.0m | 26x | 40.8x | 4.2x |
| Thu, 10 Apr 2025 | US$34.6b | US$9.0b | US$871.8m | 26.3x | 39.7x | 3.8x |
| Sat, 08 Mar 2025 | US$44.7b | US$9.4b | US$800.0m | 29.9x | 55.9x | 4.8x |
| Mon, 03 Feb 2025 | US$43.6b | US$9.2b | US$1.0b | 27.3x | 43x | 4.7x |
| Wed, 01 Jan 2025 | US$42.3b | US$9.2b | US$1.0b | 26.1x | 41.6x | 4.6x |
| Fri, 29 Nov 2024 | US$45.3b | US$11.0b | US$1.0b | 649.6x | 44.5x | 4.1x |
| Sun, 27 Oct 2024 | US$35.5b | US$10.7b | US$900.4m | 29.1x | 39.5x | 3.3x |
| Tue, 24 Sep 2024 | US$37.2b | US$10.8b | US$886.9m | 25.7x | 41.9x | 3.5x |
| Thu, 22 Aug 2024 | US$38.0b | US$10.8b | US$886.8m | 25.7x | 42.9x | 3.5x |
| Sat, 20 Jul 2024 | US$37.3b | US$10.6b | US$880.9m | 24x | 42.4x | 3.5x |
| Mon, 17 Jun 2024 | US$36.0b | US$11.7b | US$850.7m | 22.5x | 42.3x | 3.1x |
| Wed, 15 May 2024 | US$38.2b | US$11.7b | US$851.8m | 23.9x | 44.8x | 3.3x |
| Fri, 12 Apr 2024 | US$33.7b | US$11.5b | US$1.1b | 21.7x | 30.8x | 2.9x |
| Sun, 10 Mar 2024 | US$33.1b | US$11.5b | US$1.1b | 21.1x | 30.2x | 2.9x |
| Tue, 06 Feb 2024 | US$27.7b | US$11.5b | US$840.9m | 22x | 32.9x | 2.4x |
| Thu, 04 Jan 2024 | US$28.8b | US$11.5b | US$845.6m | 22.8x | 34x | 2.5x |
| Sat, 02 Dec 2023 | US$28.1b | US$11.5b | US$845.6m | 22.7x | 33.3x | 2.4x |
| Mon, 30 Oct 2023 | US$22.6b | US$11.5b | US$799.7m | 60x | 28.3x | 2x |
| Wed, 27 Sep 2023 | US$23.9b | US$11.5b | US$810.8m | 19.9x | 29.5x | 2.1x |
| Fri, 25 Aug 2023 | US$24.1b | US$11.5b | US$811.4m | 19.7x | 29.7x | 2.1x |
29.7x
How does U.S. Consumer Electronics compare with similar industries?
| US Market | 0.11% | |
| Consumer Discretionary | -3.25% | |
| Consumer Durables | -0.45% | |
| Consumer Electronics | -1.76% | |
| Housewares and Specialties | 2.46% | |
| Homebuilding | 0.31% | |
| Home Furnishings | -0.12% | |
| Household Appliances | -2.16% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SONO Sonos | US$15.45 | 0.06% +US$1.2m | 13.4% | PE32.1x | |
| MSN Emerson Radio | US$0.37 | 0.2% +US$18.9k | -19.1% | PS1.4x |