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Swiss (SMI) Asset Management Industry Analysis

UpdatedMay 28, 2024
DataAggregated Company Financials
Companies17
  • 7D-0.6%
  • 3M1.3%
  • 1Y27.7%
  • YTDn/a

The Asset Management is pretty flat in the last 7 days, but EFG International has stood out, gaining 6.6%. As for the the longer term, the industry is up 28% over the past 12 months. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

Has the Swiss Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 29 May 2024CHF55.9bCHF9.0bCHF2.1b16.3x26.4x6.2x
Fri, 26 Apr 2024CHF52.3bCHF9.0bCHF2.1b16.2x24.7x5.8x
Sun, 24 Mar 2024CHF56.9bCHF9.0bCHF2.1b18.6x27x6.3x
Tue, 20 Feb 2024CHF54.7bCHF9.1bCHF2.1b15.9x25.8x6x
Thu, 18 Jan 2024CHF49.9bCHF9.8bCHF2.7b15.2x18.5x5.1x
Sat, 16 Dec 2023CHF53.0bCHF9.8bCHF2.7b14.3x19.7x5.4x
Mon, 13 Nov 2023CHF48.5bCHF9.8bCHF2.7b13.3x18x4.9x
Wed, 11 Oct 2023CHF50.5bCHF9.8bCHF2.7b14.7x18.8x5.1x
Fri, 08 Sep 2023CHF49.8bCHF9.7bCHF2.6b14.4x19.3x5.2x
Sun, 06 Aug 2023CHF49.1bCHF9.6bCHF2.6b16.7x19.2x5.1x
Tue, 04 Jul 2023CHF43.7bCHF9.3bCHF2.2b13.8x19.7x4.7x
Thu, 01 Jun 2023CHF43.5bCHF9.4bCHF2.3b14.8x19x4.6x
Sat, 29 Apr 2023CHF46.7bCHF9.4bCHF2.3b16.4x20.5x5x
Mon, 27 Mar 2023CHF44.7bCHF9.4bCHF2.3b17.4x19.5x4.8x
Wed, 22 Feb 2023CHF47.4bCHF9.9bCHF2.6b15.2x18.2x4.8x
Fri, 20 Jan 2023CHF45.4bCHF9.9bCHF2.7b14.6x16.9x4.6x
Sun, 18 Dec 2022CHF43.3bCHF9.9bCHF2.7b13.9x16.1x4.4x
Tue, 15 Nov 2022CHF48.7bCHF9.9bCHF2.7b13.9x18.1x4.9x
Thu, 13 Oct 2022CHF39.3bCHF9.9bCHF2.7b10.1x14.4x4x
Sat, 10 Sep 2022CHF46.1bCHF10.0bCHF2.8b10.9x16.7x4.6x
Mon, 08 Aug 2022CHF47.3bCHF10.2bCHF3.2b10.6x14.8x4.6x
Wed, 06 Jul 2022CHF41.6bCHF10.5bCHF3.4b9.7x12.2x4x
Fri, 03 Jun 2022CHF48.1bCHF10.5bCHF3.4b11x14.1x4.6x
Sun, 01 May 2022CHF49.1bCHF10.5bCHF3.4b11.1x14.4x4.7x
Tue, 29 Mar 2022CHF52.7bCHF10.6bCHF3.4b10.3x15.4x5x
Thu, 24 Feb 2022CHF56.2bCHF9.6bCHF3.0b10.8x18.5x5.8x
Sat, 22 Jan 2022CHF59.9bCHF9.4bCHF2.7b12.2x22x6.4x
Mon, 20 Dec 2021CHF64.9bCHF9.4bCHF2.7b12.3x23.8x6.9x
Wed, 17 Nov 2021CHF71.1bCHF9.4bCHF2.7b13.4x26x7.5x
Fri, 15 Oct 2021CHF66.6bCHF9.4bCHF2.7b12.5x24.4x7.1x
Sun, 12 Sep 2021CHF67.7bCHF9.4bCHF2.7b14.7x25x7.2x
Tue, 10 Aug 2021CHF68.5bCHF9.4bCHF2.7b15.3x25.4x7.3x
Price to Earnings Ratio

27.9x


Total Market Cap: CHF61.0bTotal Earnings: CHF2.2bTotal Revenue: CHF8.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 20x202220232024
Current Industry PE
  • Investors are optimistic on the Swiss Asset Management and Custody Banks industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 26.4x which is higher than its 3-year average PE of 19.9x.
  • The 3-year average PS ratio of 5.4x is lower than the industry's current PS ratio of 6.2x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Asset Management and Custody Banks industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Comparison

How does Swiss Asset Management compare with similar industries?

CH Market-0.35%
Financials1.01%
Capital Markets1.72%
Asset Management-0.57%
Diversified Capital Markets3.23%
Investment Banking and Brokerage1.01%
Financial Exchanges and Data0%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
VZN VZ HoldingCHF112.802.5%
+CHF110.2m		46.7%PE23.8x
EFGN EFG InternationalCHF12.002.2%
+CHF78.5m		35.4%PE12.7x
VT5 VT5 AcquisitionCHF11.4012.9%
+CHF28.3m		21.3%n/a
SQL Matador Partners GroupCHF4.558.3%
+CHF5.3m		4.6%PS16.3x
AIRE AiresisCHF0.455.1%
+CHF1.4m		-18.6%PS0.2x
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Latest News

VPBN

CHF81.60

VP Bank

7D

-2.9%

1Y

-9.1%

VZN

CHF112.80

VZ Holding

7D

2.5%

1Y

46.7%

Does VZ Holding (VTX:VZN) Deserve A Spot On Your Watchlist?

May 21
Does VZ Holding (VTX:VZN) Deserve A Spot On Your Watchlist?

VARE

CHF0.54

Varia Europe Properties

7D

5.9%

1Y

-22.9%

PGHN

CHF1,206.50

Partners Group Holding

7D

-4.5%

1Y

46.1%

NBEN

CHF7.30

nebag ag

7D

-3.3%

1Y

-12.6%

GAM

CHF0.27

GAM Holding

7D

-6.7%

1Y

-51.3%

VONN

CHF54.50

Vontobel Holding

7D

-2.2%

1Y

-7.3%

BAER

CHF54.04

Julius Bär Gruppe

7D

-0.07%

1Y

-3.7%

AIRE

CHF0.45

Airesis

7D

5.1%

1Y

-18.6%

ALPN

CHF7.90

Alpine Select

7D

1.3%

1Y

-28.2%

EFGN

CHF12.00

EFG International

7D

2.2%

1Y

35.4%

BBN

CHF18.55

Bellevue Group

7D

-3.1%

1Y

-35.9%

ONE

CHF3.42

One Swiss Bank

7D

-7.6%

1Y

79.1%

VT5

CHF11.40

VT5 Acquisition

7D

12.9%

1Y

21.3%

SQL

CHF4.55

Matador Partners Group

7D

8.3%

1Y

4.6%

HAUTE

CHF118.40

Haute Capital Partners

7D

0.8%

1Y

54.1%