Egyptian (OMX) Industrials Sector Analysis
UpdatedMay 19, 2024
DataAggregated Company Financials
Companies24
- 7D4.4%
- 3M-19.2%
- 1Y85.4%
- YTD-4.3%
Last week, the Industrials industry hasn't moved much but El Sewedy Electric is up 7.1% in that time. The past year has been better, since the industry has gained 85% in that time. Looking forward, earnings are forecast to grow by 8.2% annually.
Sector Valuation and Performance
Has the Egyptian Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 May 2024 | ج.م161.7b | ج.م216.4b | ج.م17.1b | 7.3x | 9.4x | 0.7x |
| Tue, 16 Apr 2024 | ج.م183.2b | ج.م216.1b | ج.م17.2b | 8.6x | 10.7x | 0.8x |
| Thu, 14 Mar 2024 | ج.م191.9b | ج.م200.9b | ج.م17.3b | 9.2x | 11.1x | 1x |
| Sat, 10 Feb 2024 | ج.م189.4b | ج.م193.3b | ج.م16.2b | 14.1x | 11.7x | 1x |
| Mon, 08 Jan 2024 | ج.م166.4b | ج.م192.1b | ج.م16.1b | 11.7x | 10.3x | 0.9x |
| Wed, 06 Dec 2023 | ج.م152.4b | ج.م189.6b | ج.م15.7b | 11.9x | 9.7x | 0.8x |
| Fri, 03 Nov 2023 | ج.م138.2b | ج.م161.3b | ج.م13.8b | 9.6x | 10x | 0.9x |
| Sun, 01 Oct 2023 | ج.م120.8b | ج.م162.1b | ج.م13.9b | 8x | 8.7x | 0.7x |
| Tue, 29 Aug 2023 | ج.م109.6b | ج.م162.7b | ج.م13.8b | 10.9x | 7.9x | 0.7x |
| Thu, 27 Jul 2023 | ج.م94.2b | ج.م146.1b | ج.م12.2b | 13.7x | 7.7x | 0.6x |
| Sat, 24 Jun 2023 | ج.م99.3b | ج.م145.8b | ج.م12.2b | 15.4x | 8.1x | 0.7x |
| Mon, 22 May 2023 | ج.م87.0b | ج.م130.2b | ج.م9.4b | 14.5x | 9.3x | 0.7x |
| Wed, 19 Apr 2023 | ج.م90.4b | ج.م129.7b | ج.م9.3b | 17.3x | 9.7x | 0.7x |
| Fri, 17 Mar 2023 | ج.م65.3b | ج.م129.0b | ج.م9.8b | 15.6x | 6.7x | 0.5x |
| Sun, 12 Feb 2023 | ج.م72.2b | ج.م118.6b | ج.م8.0b | 19.6x | 9x | 0.6x |
| Tue, 10 Jan 2023 | ج.م82.3b | ج.م117.7b | ج.م6.9b | 16.1x | 11.9x | 0.7x |
| Thu, 08 Dec 2022 | ج.م72.7b | ج.م116.7b | ج.م7.1b | 12.2x | 10.2x | 0.6x |
| Sat, 05 Nov 2022 | ج.م53.5b | ج.م107.7b | ج.م6.3b | 11.2x | 8.5x | 0.5x |
| Mon, 03 Oct 2022 | ج.م46.8b | ج.م107.7b | ج.م6.3b | 11.4x | 7.4x | 0.4x |
| Wed, 31 Aug 2022 | ج.م46.7b | ج.م106.9b | ج.م6.3b | 11.8x | 7.4x | 0.4x |
| Fri, 29 Jul 2022 | ج.م38.8b | ج.م99.0b | ج.م6.1b | 12.3x | 6.4x | 0.4x |
| Sun, 26 Jun 2022 | ج.م38.6b | ج.م99.0b | ج.م6.1b | 12.1x | 6.3x | 0.4x |
| Tue, 24 May 2022 | ج.م41.8b | ج.م91.8b | ج.م5.9b | 11.4x | 7x | 0.5x |
| Thu, 21 Apr 2022 | ج.م39.6b | ج.م91.6b | ج.م5.9b | 9x | 6.8x | 0.4x |
| Sat, 19 Mar 2022 | ج.م43.6b | ج.م92.2b | ج.م6.0b | 8.8x | 7.3x | 0.5x |
| Mon, 14 Feb 2022 | ج.م44.0b | ج.م91.1b | ج.م6.3b | 10.3x | 7x | 0.5x |
| Wed, 12 Jan 2022 | ج.م52.3b | ج.م86.3b | ج.م6.3b | 14x | 8.3x | 0.6x |
| Fri, 10 Dec 2021 | ج.م47.0b | ج.م84.7b | ج.م6.0b | 13x | 7.8x | 0.6x |
| Sun, 07 Nov 2021 | ج.م47.0b | ج.م80.7b | ج.م6.0b | 14x | 7.8x | 0.6x |
| Tue, 05 Oct 2021 | ج.م49.7b | ج.م80.5b | ج.م6.0b | 15.5x | 8.3x | 0.6x |
| Thu, 02 Sep 2021 | ج.م54.9b | ج.م80.6b | ج.م6.1b | 14.7x | 9x | 0.7x |
| Sat, 31 Jul 2021 | ج.م53.8b | ج.م80.6b | ج.م6.1b | 13.8x | 8.8x | 0.7x |
Price to Earnings Ratio
8.7x
Current Industry PE
- Investors are relatively neutral on the Egyptian Industrials industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 8.6x.
- The industry is trading close to its 3-year average PS ratio of 0.63x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 46% per year over the last three years.
- Revenues for these companies have grown 43% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Egyptian Industrials sector?
| EG Market | 2.81% | |
| Industrials | 4.37% | |
| Electrical | 9.35% | |
| Marine and Shipping | 4.79% | |
| Machinery | 1.25% | |
| Building | 0.87% | |
| Aerospace & Defense | 0% | |
| Industrials | 0% | |
| Commercial Services | 0% | |
| Logistics | 0% | |
| Airlines | 0% | |
| Transportation | 0% | |
| Infrastructure | -0.63% | |
| Trade Distributors | -1.17% | |
| Professional Services | -2.12% | |
| Construction | -2.32% | |
Industry PE
- Investors are most optimistic about the Trade Distributors industry even though it's trading below its 3-year average PE ratio of 21.7x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Infrastructure industry, expecting annual earnings growth of 14% over the next 5 years.
- However this is lower than its past earnings growth rate of 44% per year.
- In contrast, the Electrical industry is expected to see its earnings grow by 4.5% 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 | |
|---|---|---|---|---|---|
| SWDY El Sewedy Electric | ج.م44.41 | 31.8% +ج.م22.9b | 169.3% | PE10.4x | |
| ALCN Alexandria Container&Cargo Handling | ج.م39.50 | 14.0% +ج.م7.2b | 81.1% | PE12.3x | |
| ELEC Electro Cable Egypt | ج.م2.22 | 24.2% +ج.م1.4b | 283.4% | PE5.9x | |
| CSAG Canal Shipping Agencies | ج.م17.93 | 7.6% +ج.م378.0m | 2.1% | n/a | |
| RAYA Raya Holding Company for Financial Investments (S.A.E) | ج.م3.35 | 1.8% +ج.م128.4m | 46.9% | PE16.2x |