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May 07
Swiss (SMI) Consumer Discretionary Sector Analysis
UpdatedMay 19, 2024
DataAggregated Company Financials
Companies12
- 7D5.7%
- 3M4.7%
- 1Y-9.5%
- YTD22.4%
The Consumer Discretionary industry is up 5.7% in the last week, with Compagnie Financière Richemont up 6.8%. In the past year, the industry is down 9.5%. Earnings are forecast to grow by 10.0% annually.
Sector Valuation and Performance
Has the Swiss Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 May 2024 | CHF104.0b | CHF47.1b | CHF4.9b | 16.4x | 21.4x | 2.2x |
| Tue, 16 Apr 2024 | CHF95.3b | CHF46.6b | CHF4.9b | 16.9x | 19.3x | 2x |
| Thu, 14 Mar 2024 | CHF105.9b | CHF46.2b | CHF4.9b | 13.7x | 21.7x | 2.3x |
| Sat, 10 Feb 2024 | CHF96.9b | CHF41.9b | CHF4.8b | 17x | 20.3x | 2.3x |
| Mon, 08 Jan 2024 | CHF85.4b | CHF43.5b | CHF4.8b | 19.3x | 17.6x | 2x |
| Wed, 06 Dec 2023 | CHF85.3b | CHF43.8b | CHF4.9b | 19.7x | 17.4x | 1.9x |
| Fri, 03 Nov 2023 | CHF83.0b | CHF43.7b | CHF4.9b | 20.1x | 16.9x | 1.9x |
| Sun, 01 Oct 2023 | CHF84.8b | CHF43.8b | CHF4.9b | 18.7x | 17.2x | 1.9x |
| Tue, 29 Aug 2023 | CHF93.3b | CHF43.5b | CHF4.9b | 19.2x | 19.1x | 2.1x |
| Thu, 27 Jul 2023 | CHF102.3b | CHF41.4b | CHF4.9b | 21x | 20.9x | 2.5x |
| Sat, 24 Jun 2023 | CHF106.6b | CHF41.4b | CHF4.8b | 21.5x | 22.1x | 2.6x |
| Mon, 22 May 2023 | CHF111.6b | CHF41.3b | CHF4.8b | 22.5x | 23.3x | 2.7x |
| Wed, 19 Apr 2023 | CHF108.7b | CHF42.7b | CHF3.6b | 26.6x | 29.9x | 2.5x |
| Fri, 17 Mar 2023 | CHF102.6b | CHF42.6b | CHF3.7b | 23.4x | 28x | 2.4x |
| Sun, 12 Feb 2023 | CHF103.8b | CHF41.1b | CHF3.7b | 23.4x | 28x | 2.5x |
| Tue, 10 Jan 2023 | CHF99.6b | CHF41.1b | CHF3.7b | 24.7x | 26.8x | 2.4x |
| Thu, 08 Dec 2022 | CHF89.6b | CHF41.1b | CHF3.7b | 22.9x | 24.1x | 2.2x |
| Sat, 05 Nov 2022 | CHF79.0b | CHF39.2b | CHF3.1b | 22.6x | 25.5x | 2x |
| Mon, 03 Oct 2022 | CHF73.4b | CHF40.0b | CHF3.2b | 18.9x | 23.1x | 1.8x |
| Wed, 31 Aug 2022 | CHF84.5b | CHF39.5b | CHF3.2b | 21.6x | 26.6x | 2.1x |
| Fri, 29 Jul 2022 | CHF83.7b | CHF37.7b | CHF2.7b | 20.6x | 31x | 2.2x |
| Sun, 26 Jun 2022 | CHF78.8b | CHF37.9b | CHF2.8b | 19.5x | 28.6x | 2.1x |
| Tue, 24 May 2022 | CHF73.5b | CHF38.4b | CHF2.8b | 24.1x | 26.2x | 1.9x |
| Thu, 21 Apr 2022 | CHF92.7b | CHF35.6b | CHF3.1b | 20.9x | 30x | 2.6x |
| Sat, 19 Mar 2022 | CHF91.0b | CHF35.5b | CHF3.1b | 22.4x | 29.7x | 2.6x |
| Mon, 14 Feb 2022 | CHF101.8b | CHF34.5b | CHF1.4b | 18.6x | 72.2x | 2.9x |
| Wed, 12 Jan 2022 | CHF103.7b | CHF33.9b | CHF1.1b | 21.4x | 91.7x | 3.1x |
| Fri, 10 Dec 2021 | CHF106.5b | CHF33.8b | CHF1.1b | 20.8x | 95x | 3.2x |
| Sun, 07 Nov 2021 | CHF94.9b | CHF30.3b | CHF3.1m | 20.2x | 30727.7x | 3.1x |
| Tue, 05 Oct 2021 | CHF81.4b | CHF30.6b | CHF27.9m | 18.8x | 2916.3x | 2.7x |
| Thu, 02 Sep 2021 | CHF85.2b | CHF31.0b | CHF68.2m | 19.7x | 1248.7x | 2.7x |
| Sat, 31 Jul 2021 | CHF93.7b | CHF31.0b | CHF68.2m | 18.1x | 1374.1x | 3x |
Price to Earnings Ratio
-177.7x
Current Industry PE
- Investors are pessimistic on the Swiss Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 21.4x which is lower than its 3-year average PE of 523x.
- The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
- Total earnings for the Consumer Discretionary industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 16% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Swiss Consumer Discretionary sector?
| CH Market | 1.97% | |
| Consumer Discretionary | 5.70% | |
| Luxury | 6.27% | |
| Consumer Durables | 1.07% | |
| Auto | 0% | |
| Leisure | 0% | |
| Consumer Services | 0% | |
| Retail Distributors | 0% | |
| Online Retail and Ecommerce | 0% | |
| General Merchandise and Department Stores | 0% | |
| Specialty Stores | -0.13% | |
| Hospitality | -0.35% | |
| Auto Components | -2.25% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 36.6x.
- Analysts are expecting annual earnings growth of 30.2%, which is higher than its past year's earnings growth of 20.3% per year.
- Investors are most pessimistic about the Hospitality industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Consumer Durables industry, expecting annual earnings growth of 43% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Luxury industry is expected to see its earnings grow by 8.3% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CFR Compagnie Financière Richemont | CHF144.75 | 6.8% +CHF5.4b | -5.4% | PE22.5x | |
| UHR Swatch Group | CHF199.90 | 2.0% +CHF202.3m | -31.1% | PE11.9x | |
| MOZN mobilezone holding ag | CHF13.88 | 1.2% +CHF6.9m | 1.9% | PE12.1x | |
| LMN lastminute.com | CHF22.00 | 2.8% +CHF6.4m | -20.4% | PE34.2x | |
| CALN CALIDA Holding | CHF30.50 | 2.3% +CHF5.9m | -26.3% | PS0.8x |
