Turkish (BIST) Consumer Durables Industry Analysis
UpdatedMay 16, 2024
DataAggregated Company Financials
Companies15
- 7D-0.3%
- 3M16.7%
- 1Y104.8%
- YTD52.5%
In the last week, the Consumer Durables industry is flat overall, with Vestel Elektronik Sanayi ve Ticaret Anonim Sirketi standing out by going down 5.0%. The past year has been better, since the industry has gained 105% in that time. Looking forward, earnings are forecast to grow by 38% annually.
Industry Valuation and Performance
Has the Turkish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 17 May 2024 | ₺214.6b | ₺464.6b | ₺14.9b | 19x | 14.4x | 0.5x |
| Sun, 14 Apr 2024 | ₺199.4b | ₺459.5b | ₺15.9b | 17x | 12.6x | 0.4x |
| Tue, 12 Mar 2024 | ₺192.7b | ₺338.1b | ₺11.1b | 18.7x | 17.4x | 0.6x |
| Thu, 08 Feb 2024 | ₺188.2b | ₺337.5b | ₺11.0b | 11.5x | 17.1x | 0.6x |
| Sat, 06 Jan 2024 | ₺147.9b | ₺337.5b | ₺11.0b | 9.5x | 13.5x | 0.4x |
| Mon, 04 Dec 2023 | ₺161.8b | ₺337.5b | ₺11.0b | 11.8x | 14.7x | 0.5x |
| Wed, 01 Nov 2023 | ₺164.0b | ₺325.4b | ₺9.6b | 14.2x | 17.1x | 0.5x |
| Fri, 29 Sep 2023 | ₺227.4b | ₺303.1b | ₺8.1b | 16.5x | 28.1x | 0.8x |
| Sun, 27 Aug 2023 | ₺229.3b | ₺303.0b | ₺8.1b | 14x | 28.4x | 0.8x |
| Tue, 25 Jul 2023 | ₺164.3b | ₺282.7b | ₺8.1b | 15.3x | 20.4x | 0.6x |
| Thu, 22 Jun 2023 | ₺123.3b | ₺268.1b | ₺7.8b | 10.5x | 15.8x | 0.5x |
| Sat, 20 May 2023 | ₺106.0b | ₺268.1b | ₺7.7b | 10x | 13.7x | 0.4x |
| Mon, 17 Apr 2023 | ₺188.5b | ₺244.9b | ₺8.6b | 12.7x | 22x | 0.8x |
| Wed, 15 Mar 2023 | ₺143.8b | ₺242.2b | ₺8.3b | 12.5x | 17.3x | 0.6x |
| Fri, 10 Feb 2023 | ₺107.9b | ₺227.1b | ₺9.4b | 9.6x | 11.4x | 0.5x |
| Sun, 08 Jan 2023 | ₺144.1b | ₺210.5b | ₺7.7b | 13.5x | 18.8x | 0.7x |
| Tue, 06 Dec 2022 | ₺125.3b | ₺210.5b | ₺7.7b | 14x | 16.3x | 0.6x |
| Thu, 03 Nov 2022 | ₺97.3b | ₺201.7b | ₺7.8b | 9.9x | 12.4x | 0.5x |
| Sat, 01 Oct 2022 | ₺85.1b | ₺181.1b | ₺8.2b | 9.3x | 10.3x | 0.5x |
| Mon, 29 Aug 2022 | ₺85.1b | ₺180.1b | ₺8.2b | 8.5x | 10.4x | 0.5x |
| Wed, 27 Jul 2022 | ₺76.8b | ₺152.2b | ₺7.9b | 9.7x | 9.7x | 0.5x |
| Fri, 24 Jun 2022 | ₺84.6b | ₺152.2b | ₺7.9b | 9.4x | 10.7x | 0.6x |
| Sun, 22 May 2022 | ₺79.2b | ₺152.2b | ₺7.9b | 9.4x | 10x | 0.5x |
| Tue, 19 Apr 2022 | ₺78.2b | ₺127.4b | ₺7.2b | 11.2x | 10.8x | 0.6x |
| Thu, 17 Mar 2022 | ₺66.1b | ₺127.4b | ₺7.2b | 9.1x | 9.2x | 0.5x |
| Sat, 12 Feb 2022 | ₺66.0b | ₺121.4b | ₺7.3b | 11.2x | 9x | 0.5x |
| Mon, 10 Jan 2022 | ₺68.1b | ₺112.2b | ₺7.7b | 11.1x | 8.9x | 0.6x |
| Wed, 08 Dec 2021 | ₺65.2b | ₺112.2b | ₺7.7b | 10.3x | 8.5x | 0.6x |
| Fri, 05 Nov 2021 | ₺51.7b | ₺111.2b | ₺7.7b | 10.6x | 6.7x | 0.5x |
| Sun, 03 Oct 2021 | ₺49.5b | ₺101.5b | ₺8.4b | 11.4x | 5.9x | 0.5x |
| Tue, 31 Aug 2021 | ₺51.4b | ₺101.5b | ₺8.4b | 11.2x | 6.2x | 0.5x |
| Wed, 07 Jul 2021 | ₺49.6b | ₺101.5b | ₺8.4b | 10.7x | 5.9x | 0.5x |
Price to Earnings Ratio
7.1x
Current Industry PE
- Investors are relatively neutral on the Turkish Consumer Durables 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 13.3x.
- The industry is trading close to its 3-year average PS ratio of 0.54x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 26% per year over the last three years.
- Revenues for these companies have grown 74% 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 Turkish Consumer Discretionary industry?
| TR Market | -0.91% | |
| Consumer Discretionary | 0.43% | |
| Consumer Durables | -0.31% | |
| Household Appliances | 1.33% | |
| Homebuilding | 0% | |
| Home Furnishings | -2.69% | |
| Consumer Electronics | -5.05% | |
| Housewares and Specialties | -6.58% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 17.5x.
- Analysts are expecting annual earnings growth of 37.3% and investors are willing to pay a premium for that growth.
- Investors are most pessimistic about the Household Appliances industry, which is trading close to its 3-year average of 13.3x.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 42% over the next 5 years.
- However this is lower than its past earnings growth rate of 160% per year.
- In contrast, the Consumer Electronics industry is expected to see its earnings grow by 37% 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 | |
|---|---|---|---|---|---|
| ARCLK Arçelik Anonim Sirketi | ₺187.80 | 2.6% +₺2.9b | 108.7% | PE16.8x | |
| BRKO Birko Birlesik Koyunlulular Mensucat Ticaret ve Sanayi | ₺9.71 | 29.1% +₺262.8m | 135.7% | PE5.6x | |
| YATAS Yatas Yatak ve Yorgan Sanayi ve Ticaret | ₺36.74 | 2.1% +₺106.4m | 13.7% | PE12.2x |