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Emirati (ADX) Consumer Discretionary Sector Analysis

UpdatedNov 25, 2025
DataAggregated Company Financials
Companies10
  • 7D3.5%
  • 3M-6.1%
  • 1Y-0.3%
  • YTD-11.8%

In the last week, the Consumer Discretionary industry is up 3.5%, with Talabat Holding up 8.9%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 8.9% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 29 Nov 2025د.إ109.5bد.إ65.4bد.إ6.6b17.1x16.5x1.7x
Mon, 27 Oct 2025د.إ111.5bد.إ61.4bد.إ6.3b15x17.8x1.8x
Wed, 24 Sep 2025د.إ117.0bد.إ61.3bد.إ6.2b17.6x18.8x1.9x
Fri, 22 Aug 2025د.إ118.5bد.إ61.3bد.إ6.2b18.6x19.1x1.9x
Sun, 20 Jul 2025د.إ123.3bد.إ60.7bد.إ6.4b17.7x19.3x2x
Tue, 17 Jun 2025د.إ118.2bد.إ60.6bد.إ6.4b17.4x18.5x1.9x
Thu, 15 May 2025د.إ124.7bد.إ60.6bد.إ6.4b18.2x19.5x2.1x
Sat, 12 Apr 2025د.إ111.5bد.إ59.8bد.إ7.0b18.6x16x1.9x
Mon, 10 Mar 2025د.إ122.7bد.إ58.2bد.إ6.9b20.3x17.9x2.1x
Wed, 05 Feb 2025د.إ124.7bد.إ58.1bد.إ6.9b18.4x18.1x2.1x
Fri, 03 Jan 2025د.إ122.8bد.إ50.7bد.إ5.4b17.9x22.6x2.4x
Sun, 01 Dec 2024د.إ88.0bد.إ50.7bد.إ5.4b18x16.2x1.7x
Tue, 29 Oct 2024د.إ92.6bد.إ49.1bد.إ5.6b18.8x16.4x1.9x
Thu, 26 Sep 2024د.إ93.5bد.إ48.2bد.إ5.2b21.5x18x1.9x
Sat, 24 Aug 2024د.إ93.6bد.إ48.2bد.إ5.2b21x18x1.9x
Mon, 22 Jul 2024د.إ96.1bد.إ47.5bد.إ5.2b21.6x18.4x2x
Wed, 19 Jun 2024د.إ90.9bد.إ47.4bد.إ5.2b21.5x17.4x1.9x
Fri, 17 May 2024د.إ88.5bد.إ47.4bد.إ4.3b25.2x20.5x1.9x
Sun, 14 Apr 2024د.إ90.7bد.إ47.0bد.إ4.4b24.1x20.5x1.9x
Tue, 12 Mar 2024د.إ92.9bد.إ47.0bد.إ4.4b25.7x21x2x
Thu, 08 Feb 2024د.إ89.3bد.إ45.9bد.إ4.3b22.1x20.9x1.9x
Sat, 06 Jan 2024د.إ92.9bد.إ45.9bد.إ4.3b25.7x21.8x2x
Mon, 04 Dec 2023د.إ95.7bد.إ45.9bد.إ4.3b26x22.5x2.1x
Wed, 01 Nov 2023د.إ83.4bد.إ45.3bد.إ4.2b24.2x20.1x1.8x
Fri, 29 Sep 2023د.إ102.9bد.إ45.3bد.إ4.2b30.1x24.7x2.3x
Sun, 27 Aug 2023د.إ105.2bد.إ45.3bد.إ4.2b31x25.2x2.3x
Tue, 25 Jul 2023د.إ100.4bد.إ45.5bد.إ4.4b25.2x22.9x2.2x
Thu, 22 Jun 2023د.إ99.3bد.إ45.4bد.إ4.3b27.6x22.9x2.2x
Sat, 20 May 2023د.إ98.9bد.إ45.4bد.إ4.3b22.8x22.8x2.2x
Mon, 17 Apr 2023د.إ100.0bد.إ44.1bد.إ4.5b22.7x22.1x2.3x
Wed, 15 Mar 2023د.إ96.5bد.إ43.4bد.إ4.4b19.1x21.8x2.2x
Fri, 10 Feb 2023د.إ99.8bد.إ41.2bد.إ4.5b19.1x22x2.4x
Sun, 08 Jan 2023د.إ97.3bد.إ41.1bد.إ4.6b19.6x21.2x2.4x
Tue, 06 Dec 2022د.إ65.2bد.إ32.6bد.إ3.7b15.1x17.7x2x
Price to Earnings Ratio

17.7x


Total Market Cap: د.إ65.2bTotal Earnings: د.إ3.7bTotal Revenue: د.إ32.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Emirati Consumer Discretionary Sector Price to Earnings3Y Average 20.1x202320242025
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 16.5x which is lower than its 3-year average PE of 20.1x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 22% per year over the last three years.
  • Revenues for these companies have grown 26% 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 Market-0.36%
Consumer Discretionary3.50%
Consumer Services5.94%
Hospitality3.85%
Specialty Stores2.39%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry, which is trading close to its 3-year average PE ratio of 18.2x.
    • Analysts are expecting annual earnings growth of 6.4%, which is lower than the prior year's growth of 7.5% per year.
  • Investors are most pessimistic about the Hospitality industry, which is trading below its 3-year average of 23.3x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 13% over the next 5 years.
  • However this is lower than its past earnings growth rate of 17% per year.
  • In contrast, the Consumer Services industry is expected to see its earnings grow by 6.0% 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
TALABAT Talabat Holdingد.إ0.938.9%
+د.إ1.8b		n/aPE12.6x
ADNOCDIST Abu Dhabi National Oil Company for Distribution PJSCد.إ3.852.4%
+د.إ1.1b		11.6%PE17.8x
ALEFEDT Alef Education Holdingد.إ1.1111.9%
+د.إ826.0m		-5.9%PE16.6x
NCTH National Corporation for Tourism and Hotelsد.إ1.852.2%
+د.إ87.1m		n/an/a
TAALEEM Taaleem Holdings PJSCد.إ4.361.2%
+د.إ50.0m		10.4%PE26.5x

Latest News

AMR
د.إ1.73
Americana Restaurants International
7D
-0.6%
1Y
-19.9%

AMR: Upcoming Board Meetings And Shareholder Assembly Will Support Forward Momentum

Analysts have revised their price target for Americana Restaurants International slightly downward from $2.61 to $2.55. This change is due to modest adjustments in expected profit margins and revenue growth assumptions.
TAALEEM
د.إ4.36
Taaleem Holdings PJSC
7D
1.2%
1Y
10.4%

TAALEEM: Dividend Declaration And Steady Outlook Will Sustain Positive Momentum

Analysts have maintained their fair value estimate for Taaleem Holdings PJSC at AED 6.25. They explain that stable projections for revenue growth and profit margin support the unchanged outlook, despite minor adjustments to the discount rate and future price-earnings assumptions.
ALEFEDT
د.إ1.11
Alef Education Holding
7D
11.9%
1Y
-5.9%
TALABAT
د.إ0.93
Talabat Holding
7D
8.9%
1Y
n/a
ALFIRDOUS
د.إ0.38
Al Firdous Holdings (P.J.S.C.)
7D
-8.3%
1Y
16.4%
ADNHC
د.إ0.81
ADNH Catering
7D
0.5%
1Y
-12.7%
NCTH
د.إ1.85
National Corporation for Tourism and Hotels
7D
2.2%
1Y
n/a
ADNOCDIST
د.إ3.85
Abu Dhabi National Oil Company for Distribution PJSC
7D
2.4%
1Y
11.6%
DRIVE
د.إ3.06
Emirates Driving Company P.J.S.C
7D
-0.3%
1Y
9.3%