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Emirati (ADX) Consumer Discretionary Sector Analysis

UpdatedJun 18, 2024
DataAggregated Company Financials
Companies8
  • 7D-2.6%
  • 3M-11.1%
  • 1Y-16.9%
  • YTD-11.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.6%, driven by a pullback from Abu Dhabi National Oil Company for Distribution PJSC of 4.4%. Meanwhile, National Corporation for Tourism and Hotels actually outperformed within the industry, gaining 5.2% in the last week. The industry has fallen 17% in the last year. Earnings are forecast to grow by 8.6% annually.

Sector Valuation and Performance

Has the Emirati Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Jun 2024د.إ90.9bد.إ47.4bد.إ5.2b21.5x17.4x1.9x
Thu, 16 May 2024د.إ86.7bد.إ47.4bد.إ4.3b25.1x20x1.8x
Sat, 13 Apr 2024د.إ90.7bد.إ47.0bد.إ4.4b24.1x20.5x1.9x
Mon, 11 Mar 2024د.إ92.0bد.إ47.0bد.إ4.4b25x20.8x2x
Wed, 07 Feb 2024د.إ89.1bد.إ45.9bد.إ4.3b22.5x20.8x1.9x
Fri, 05 Jan 2024د.إ93.1bد.إ45.9bد.إ4.3b26x21.8x2x
Sun, 03 Dec 2023د.إ95.7bد.إ45.9bد.إ4.3b26x22.5x2.1x
Tue, 31 Oct 2023د.إ83.6bد.إ45.3bد.إ4.2b24.4x20.1x1.8x
Thu, 28 Sep 2023د.إ103.5bد.إ45.3bد.إ4.2b30.2x24.8x2.3x
Sat, 26 Aug 2023د.إ105.2bد.إ45.3bد.إ4.2b31x25.2x2.3x
Mon, 24 Jul 2023د.إ100.6bد.إ45.5bد.إ4.4b25.5x23x2.2x
Wed, 21 Jun 2023د.إ99.8bد.إ45.4bد.إ4.3b27.6x23x2.2x
Fri, 19 May 2023د.إ98.1bد.إ45.4bد.إ4.3b22.8x22.6x2.2x
Sun, 16 Apr 2023د.إ100.0bد.إ44.1bد.إ4.5b22.7x22.1x2.3x
Tue, 14 Mar 2023د.إ98.0bد.إ43.4bد.إ4.4b19.6x22.1x2.3x
Thu, 09 Feb 2023د.إ99.6bد.إ41.1bد.إ4.6b19.1x21.7x2.4x
Sat, 07 Jan 2023د.إ97.3bد.إ41.1bد.إ4.6b19.6x21.2x2.4x
Mon, 05 Dec 2022د.إ65.7bد.إ32.6bد.إ3.7b15.2x17.8x2x
Wed, 02 Nov 2022د.إ63.5bد.إ29.4bد.إ3.5b14.1x18.4x2.2x
Fri, 30 Sep 2022د.إ63.3bد.إ29.4bد.إ3.4b14x18.4x2.2x
Sun, 28 Aug 2022د.إ66.0bد.إ29.4bد.إ3.4b12.6x19.2x2.2x
Tue, 26 Jul 2022د.إ60.3bد.إ25.7bد.إ3.0b15.2x20.2x2.3x
Thu, 23 Jun 2022د.إ58.3bد.إ25.7bد.إ3.0b15.9x19.6x2.3x
Sat, 21 May 2022د.إ59.7bد.إ25.7bد.إ3.0b15.8x20x2.3x
Mon, 18 Apr 2022د.إ58.8bد.إ23.0bد.إ2.8b15.6x20.9x2.6x
Wed, 16 Mar 2022د.إ58.9bد.إ23.0bد.إ2.8b16.7x20.9x2.6x
Fri, 11 Feb 2022د.إ58.2bد.إ20.7bد.إ3.1b14.4x18.5x2.8x
Sun, 09 Jan 2022د.إ60.4bد.إ20.7bد.إ3.1b16.4x19.3x2.9x
Tue, 07 Dec 2021د.إ60.7bد.إ20.7bد.إ3.1b16.7x19.4x2.9x
Thu, 04 Nov 2021د.إ61.2bد.إ19.4bد.إ3.2b14.7x19x3.2x
Sat, 02 Oct 2021د.إ59.5bد.إ19.4bد.إ3.2b15.6x18.4x3.1x
Mon, 30 Aug 2021د.إ64.6bد.إ19.4bد.إ3.2b17.7x20x3.3x
Tue, 06 Jul 2021د.إ62.0bد.إ19.4bد.إ3.2b17.1x19.2x3.2x
Price to Earnings Ratio

19.2x


Total Market Cap: د.إ62.0bTotal Earnings: د.إ3.2bTotal Revenue: د.إ19.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Emirati Consumer Discretionary Sector Price to Earnings3Y Average 20.7x202220232024
Current Industry PE
  • Investors are pessimistic on the Emirian 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 17.4x which is lower than its 3-year average PE of 20.7x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 17% per year over the last three years.
  • Revenues for these companies have grown 35% 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 Emirati Consumer Discretionary sector?

AE Market0.53%
Consumer Discretionary-2.57%
Auto Components0%
Auto0%
Consumer Durables0%
Leisure0%
Luxury0%
Retail Distributors0%
Online Retail and Ecommerce0%
General Merchandise and Department Stores0%
Consumer Services-0.28%
Hospitality-0.82%
Specialty Stores-4.36%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 14.5x.
    • Analysts are expecting annual earnings growth of 2.7%, which is lower than the prior year's growth of 22.3% per year.
  • Investors are most pessimistic about the Specialty Stores industry, which is trading below its 3-year average of 20.1x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 11% over the next 5 years.
  • This is better than its past earnings growth rate of 2.4% per year.
  • In contrast, the Consumer Services industry is expected to see its earnings grow by 2.7% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
NCTH National Corporation for Tourism and Hotelsد.إ2.415.2%
+د.إ107.9m
-16.9%PE31.6x
DRIVE Emirates Driving Company P.J.S.Cد.إ2.800.4%
+د.إ10.8m
31.5%PE11.3x
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