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Emirati (ADX) Consumer Discretionary Sector Analysis

UpdatedOct 28, 2025
DataAggregated Company Financials
Companies10
  • 7D0.9%
  • 3M-8.3%
  • 1Y-5.5%
  • YTD-10.9%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Talabat Holding gained 3.1%. As for the longer term, the industry has declined 5.5% in the last year. Earnings are forecast to grow by 8.7% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Oct 2025د.إ112.2bد.إ61.4bد.إ6.3b15.1x18x1.8x
Thu, 25 Sep 2025د.إ115.7bد.إ61.3bد.إ6.2b17x18.6x1.9x
Sat, 23 Aug 2025د.إ117.5bد.إ61.3bد.إ6.2b18.4x18.9x1.9x
Mon, 21 Jul 2025د.إ123.3bد.إ60.7bد.إ6.4b17.7x19.3x2x
Wed, 18 Jun 2025د.إ117.0bد.إ60.6bد.إ6.4b17.4x18.3x1.9x
Fri, 16 May 2025د.إ124.1bد.إ60.6bد.إ6.4b18.2x19.4x2x
Sun, 13 Apr 2025د.إ111.5bد.إ59.8bد.إ7.0b18.6x16x1.9x
Tue, 11 Mar 2025د.إ120.1bد.إ58.2bد.إ6.9b19.7x17.5x2.1x
Thu, 06 Feb 2025د.إ125.4bد.إ58.1bد.إ6.9b18.3x18.2x2.2x
Sat, 04 Jan 2025د.إ121.8bد.إ50.7bد.إ5.4b17.8x22.4x2.4x
Mon, 02 Dec 2024د.إ88.0bد.إ50.7bد.إ5.4b18x16.2x1.7x
Wed, 30 Oct 2024د.إ92.3bد.إ49.1bد.إ5.7b19.1x16.3x1.9x
Fri, 27 Sep 2024د.إ93.4bد.إ48.2bد.إ5.2b21.6x18x1.9x
Sun, 25 Aug 2024د.إ93.6bد.إ48.2bد.إ5.2b21x18x1.9x
Tue, 23 Jul 2024د.إ96.0bد.إ47.5bد.إ5.2b21.4x18.3x2x
Thu, 20 Jun 2024د.إ90.9bد.إ47.4bد.إ5.2b21.7x17.4x1.9x
Sat, 18 May 2024د.إ88.1bد.إ47.4bد.إ4.3b25x20.3x1.9x
Mon, 15 Apr 2024د.إ90.7bد.إ47.0bد.إ4.4b24.1x20.5x1.9x
Wed, 13 Mar 2024د.إ92.9bد.إ47.0bد.إ4.4b25.5x21x2x
Fri, 09 Feb 2024د.إ90.8bد.إ47.3bد.إ4.5b22.3x20x1.9x
Sun, 07 Jan 2024د.إ92.9bد.إ45.9bد.إ4.3b25.7x21.8x2x
Tue, 05 Dec 2023د.إ95.7bد.إ45.9bد.إ4.3b26x22.5x2.1x
Thu, 02 Nov 2023د.إ93.2bد.إ45.3bد.إ4.2b29.4x22.4x2.1x
Sat, 30 Sep 2023د.إ102.9bد.إ45.3bد.إ4.2b30.1x24.7x2.3x
Mon, 28 Aug 2023د.إ105.2bد.إ45.3bد.إ4.2b31x25.2x2.3x
Wed, 26 Jul 2023د.إ100.0bد.إ45.5bد.إ4.4b25.1x22.8x2.2x
Fri, 23 Jun 2023د.إ99.3bد.إ45.4bد.إ4.3b28.2x22.9x2.2x
Sun, 21 May 2023د.إ98.9bد.إ45.4bد.إ4.3b22.8x22.8x2.2x
Tue, 18 Apr 2023د.إ99.9bد.إ44.1bد.إ4.5b22.6x22x2.3x
Thu, 16 Mar 2023د.إ95.7bد.إ43.4bد.إ4.4b18.7x21.6x2.2x
Sat, 11 Feb 2023د.إ99.0bد.إ43.1bد.إ4.4b20.3x22.6x2.3x
Mon, 09 Jan 2023د.إ97.3bد.إ41.1bد.إ4.6b19.6x21.2x2.4x
Wed, 07 Dec 2022د.إ68.6bد.إ32.6bد.إ3.7b15.2x18.6x2.1x
Fri, 04 Nov 2022د.إ62.6bد.إ29.4bد.إ3.5b13.4x18.1x2.1x
Price to Earnings Ratio

18.1x


Total Market Cap: د.إ62.6bTotal Earnings: د.إ3.5bTotal Revenue: د.إ29.4bTotal 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 18.0x 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 1.8x.
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 28% 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 Market0.78%
Consumer Discretionary0.94%
Hospitality2.08%
Specialty Stores0%0
Consumer Services-0.21%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 23.1x.
    • Analysts are expecting annual earnings growth of 13.5%, which is higher than its past year's earnings decline of 15.3% per year.
  • Investors are most pessimistic about the Consumer Services industry, which is trading below its 3-year average of 19.4x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 13% over the next 5 years.
  • This is better than its past earnings decline of 15% per year.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 4.7% 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
AMR Americana Restaurants Internationalد.إ2.163.8%
+د.إ671.9m		-8.5%PE28.8x
ADNOCDIST Abu Dhabi National Oil Company for Distribution PJSCد.إ3.630.6%
+د.إ250.0m		0.8%PE17.7x
ALEFEDT Alef Education Holdingد.إ0.971.7%
+د.إ112.0m		-18.2%PE15x

Latest News

NCTH
د.إ1.83
National Corporation for Tourism and Hotels
7D
-6.2%
1Y
n/a
AMR
د.إ2.16
Americana Restaurants International
7D
3.8%
1Y
-8.5%

A Look Into Americana Restaurants International's (ADX:AMR) Impressive Returns On Capital

Oct 28
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ADNH
د.إ0.45
Abu Dhabi National Hotels Company PJSC
7D
-1.1%
1Y
-23.0%

Pinning Down Abu Dhabi National Hotels Company PJSC's (ADX:ADNH) P/E Is Difficult Right Now

Oct 26
Pinning Down Abu Dhabi National Hotels Company PJSC's (ADX:ADNH) P/E Is Difficult Right Now
ALEFEDT
د.إ0.97
Alef Education Holding
7D
1.7%
1Y
-18.2%
DRIVE
د.إ3.19
Emirates Driving Company P.J.S.C
7D
-0.3%
1Y
12.7%
ADNOCDIST
د.إ3.63
Abu Dhabi National Oil Company for Distribution PJSC
7D
0.6%
1Y
0.8%
TALABAT
د.إ0.98
Talabat Holding
7D
-0.1%
1Y
n/a
TAALEEM
د.إ4.37
Taaleem Holdings PJSC
7D
-2.0%
1Y
6.8%

Expansion Into Premium Education Segments Will Increase Enrollment But May Face Margin Pressures From Higher Costs

Analysts have raised their price target for Taaleem Holdings PJSC from AED 5.95 to AED 6.28. This adjustment follows an updated assessment of fair value after reviewing the latest company performance metrics.
ALFIRDOUS
د.إ0.27
Al Firdous Holdings (P.J.S.C.)
7D
-0.7%
1Y
-15.7%
ADNHC
د.إ0.87
ADNH Catering
7D
-0.9%
1Y
-8.7%