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Emirati (ADX) Consumer Discretionary Sector Analysis

UpdatedJun 07, 2023
DataAggregated Company Financials
Companies7
  • 7D1.6%
  • 3M1.1%
  • 1Y2.7%
  • YTD7.3%

In the last week, the Consumer Discretionary industry is up 1.6%, with Taaleem Holdings PJSC up 34%. In the same time, Americana Restaurants International was down 6.3%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 9.2% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 07 Jun 2023د.إ98.7bد.إ45.4bد.إ4.3b26.6x22.8x2.2x
Fri, 05 May 2023د.إ101.2bد.إ44.1bد.إ4.5b23.3x22.4x2.3x
Sun, 02 Apr 2023د.إ97.1bد.إ44.1bد.إ4.5b24.2x21.5x2.2x
Tue, 28 Feb 2023د.إ96.3bد.إ43.4bد.إ4.4b19.6x21.8x2.2x
Thu, 26 Jan 2023د.إ97.6bد.إ41.2bد.إ4.6b19.4x21.2x2.4x
Sat, 24 Dec 2022د.إ92.3bد.إ41.1bد.إ4.6b19.3x20.1x2.2x
Mon, 21 Nov 2022د.إ64.0bد.إ32.6bد.إ3.7b15.4x17.4x2x
Wed, 19 Oct 2022د.إ61.0bد.إ29.4bد.إ3.4b14.5x17.8x2.1x
Fri, 16 Sep 2022د.إ61.5bد.إ29.4bد.إ3.4b13.8x17.9x2.1x
Sun, 14 Aug 2022د.إ68.5bد.إ29.4bد.إ3.4b12.7x19.9x2.3x
Tue, 12 Jul 2022د.إ60.9bد.إ25.7bد.إ3.0b15.1x20.4x2.4x
Thu, 09 Jun 2022د.إ60.3bد.إ25.7bد.إ3.0b16.5x20.2x2.3x
Sat, 07 May 2022د.إ59.3bد.إ23.0bد.إ2.8b17.7x20.9x2.6x
Mon, 04 Apr 2022د.إ59.3bد.إ23.0bد.إ2.8b16.4x21.1x2.6x
Wed, 02 Mar 2022د.إ59.1bد.إ23.0bد.إ2.8b14.1x21x2.6x
Fri, 28 Jan 2022د.إ58.4bد.إ20.7bد.إ3.1b14.4x18.6x2.8x
Sun, 26 Dec 2021د.إ61.1bد.إ20.7bد.إ3.1b16.6x19.5x2.9x
Tue, 23 Nov 2021د.إ60.9bد.إ20.7bد.إ3.1b16.8x19.5x2.9x
Thu, 21 Oct 2021د.إ59.9bد.إ19.4bد.إ3.2b15.8x18.6x3.1x
Sat, 18 Sep 2021د.إ62.8bد.إ19.4bد.إ3.2b16.3x19.4x3.2x
Mon, 16 Aug 2021د.إ62.9bد.إ19.4bد.إ3.2b17.4x19.5x3.2x
Mon, 31 May 2021د.إ57.3bد.إ17.2bد.إ3.1b19.1x18.5x3.3x
Thu, 04 Mar 2021د.إ56.8bد.إ18.0bد.إ2.8b14.6x20x3.2x
Sun, 06 Dec 2020د.إ48.7bد.إ19.5bد.إ2.3b16.9x21.4x2.5x
Wed, 09 Sep 2020د.إ45.4bد.إ21.2bد.إ2.2b17.9x21.1x2.1x
Price to Earnings Ratio

19.8x


Total Market Cap: د.إ42.6bTotal Earnings: د.إ2.2bTotal Revenue: د.إ21.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Emirati Consumer Discretionary Sector Price to Earnings3Y Average 20x202120222023
Current Industry PE
  • Investors are optimistic on the Emirian Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 22.8x which is higher than its 3-year average PE of 20.0x.
  • The 3-year average PS ratio of 2.6x is higher than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 26% per year over the last three years.
  • Revenues for these companies have grown 29% 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-1.01%
Consumer Discretionary1.65%
Consumer Services14.96%
Specialty Stores1.49%
Hospitality0.21%
Auto Components0%
Auto0%
Consumer Durables0%
Leisure0%
Luxury0%
Retail Distributors0%
Online Retail and Ecommerce0%
General Merchanise and Department Stores0%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 18.5x.
    • Analysts are expecting annual earnings growth of 19.3%, which is higher than its past year's earnings growth of 6.6% per year.
  • Investors are most pessimistic about the Consumer Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.8x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings growth rate of 6.6% per year.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 2.9% 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
TAALEEM Taaleem Holdings PJSCد.إ3.7434.1%
+د.إ950.0m		n/aPE36.5x
NCTH National Corporation for Tourism and Hotelsد.إ3.123.7%
+د.إ98.9m		14.4%PE41.9x
ALFIRDOUS Al Firdous Holdings (P.J.S.C.)د.إ0.150.7%
+د.إ600.0k		-57.4%PS5992.3x
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TAALEEM

د.إ3.74

Taaleem Holdings PJSC

7D

34.1%

1Y

n/a

NCTH

د.إ3.12

National Corporation for Tourism and Hotels

7D

3.7%

1Y

14.4%

ADNH

د.إ4.85

Abu Dhabi National Hotels Company PJSC

7D

-1.2%

1Y

45.1%

AMR

د.إ3.86

Americana Restaurants International

7D

-6.8%

1Y

n/a

DRIVE

د.إ26.24

Emirates Driving Company P.J.S.C

7D

-1.0%

1Y

26.2%

ALFIRDOUS

د.إ0.15

Al Firdous Holdings (P.J.S.C.)

7D

0.7%

1Y

-57.4%