Narrative Update • Aug 13

The Hospitality industry is up 7.0% in the last week, with Talabat Holding up 8.2%. Overall in the last year, the industry is flat. Earnings are forecast to grow by 5.0% annually.
Has the Emirati Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 18 Aug 2026 | د.إ57.4b | د.إ31.3b | د.إ3.9b | 10.8x | 14.7x | 1.8x |
| Thu, 16 Jul 2026 | د.إ54.9b | د.إ30.6b | د.إ4.0b | 10.2x | 13.6x | 1.8x |
| Sat, 13 Jun 2026 | د.إ57.4b | د.إ30.6b | د.إ4.0b | 10.4x | 14.2x | 1.9x |
| Mon, 11 May 2026 | د.إ47.4b | د.إ29.8b | د.إ4.1b | 12.1x | 11.6x | 1.6x |
| Wed, 08 Apr 2026 | د.إ43.5b | د.إ29.4b | د.إ4.1b | 9.2x | 10.5x | 1.5x |
| Fri, 06 Mar 2026 | د.إ43.0b | د.إ29.4b | د.إ4.1b | 9.4x | 10.4x | 1.5x |
| Sun, 01 Feb 2026 | د.إ45.7b | د.إ27.5b | د.إ3.0b | 12.6x | 15.3x | 1.7x |
| Tue, 30 Dec 2025 | د.إ47.0b | د.إ27.5b | د.إ3.0b | 12.7x | 15.8x | 1.7x |
| Thu, 27 Nov 2025 | د.إ46.4b | د.إ27.5b | د.إ3.0b | 12x | 15.6x | 1.7x |
| Sat, 25 Oct 2025 | د.إ52.0b | د.إ23.7b | د.إ2.7b | 14.9x | 19x | 2.2x |
| Mon, 22 Sep 2025 | د.إ55.1b | د.إ23.7b | د.إ2.7b | 18.1x | 20.2x | 2.3x |
| Wed, 20 Aug 2025 | د.إ56.4b | د.إ23.7b | د.إ2.7b | 19x | 20.6x | 2.4x |
| Fri, 18 Jul 2025 | د.إ62.5b | د.إ23.1b | د.إ3.0b | 18.8x | 20.9x | 2.7x |
| Sun, 15 Jun 2025 | د.إ60.5b | د.إ23.1b | د.إ3.0b | 18.5x | 20.3x | 2.6x |
| Tue, 13 May 2025 | د.إ64.2b | د.إ23.1b | د.إ3.0b | 20.3x | 21.5x | 2.8x |
| Thu, 10 Apr 2025 | د.إ56.3b | د.إ22.0b | د.إ3.7b | 22.8x | 15.4x | 2.6x |
| Sat, 08 Mar 2025 | د.إ65.9b | د.إ20.5b | د.إ3.5b | 27x | 18.6x | 3.2x |
| Mon, 03 Feb 2025 | د.إ64.8b | د.إ19.7b | د.إ3.5b | 23.4x | 18.6x | 3.3x |
| Wed, 01 Jan 2025 | د.إ63.2b | د.إ12.4b | د.إ2.1b | 24.3x | 30.5x | 5.1x |
| Fri, 29 Nov 2024 | د.إ29.7b | د.إ12.4b | د.إ2.1b | 23.6x | 14.3x | 2.4x |
| Sun, 27 Oct 2024 | د.إ32.0b | د.إ10.9b | د.إ2.1b | 27.9x | 15.2x | 2.9x |
| Tue, 24 Sep 2024 | د.إ31.5b | د.إ10.9b | د.إ2.1b | 30.5x | 14.9x | 2.9x |
| Thu, 22 Aug 2024 | د.إ33.5b | د.إ10.9b | د.إ2.1b | 32.8x | 15.9x | 3.1x |
| Sat, 20 Jul 2024 | د.إ36.8b | د.إ10.8b | د.إ2.2b | 30.9x | 16.7x | 3.4x |
| Mon, 17 Jun 2024 | د.إ34.9b | د.إ10.8b | د.إ2.2b | 30.1x | 15.8x | 3.2x |
| Wed, 15 May 2024 | د.إ36.9b | د.إ10.8b | د.إ1.3b | 31.5x | 27.7x | 3.4x |
| Fri, 12 Apr 2024 | د.إ39.0b | د.إ11.2b | د.إ1.4b | 29.5x | 27x | 3.5x |
| Sun, 10 Mar 2024 | د.إ40.3b | د.إ11.2b | د.إ1.4b | 30.1x | 27.9x | 3.6x |
| Tue, 06 Feb 2024 | د.إ40.2b | د.إ11.5b | د.إ1.6b | 25.2x | 25.9x | 3.5x |
| Thu, 04 Jan 2024 | د.إ39.7b | د.إ11.4b | د.إ1.5b | 27.1x | 25.7x | 3.5x |
| Sat, 02 Dec 2023 | د.إ41.6b | د.إ11.4b | د.إ1.5b | 26.6x | 27x | 3.6x |
| Mon, 30 Oct 2023 | د.إ45.7b | د.إ11.3b | د.إ1.5b | 30.2x | 30.5x | 4.1x |
| Wed, 27 Sep 2023 | د.إ49.4b | د.إ11.3b | د.إ1.5b | 33x | 32.9x | 4.4x |
| Fri, 25 Aug 2023 | د.إ51.5b | د.إ11.3b | د.إ1.5b | 35x | 34.3x | 4.6x |
34.3x
Which industries have driven the changes within the Emirati Consumer Discretionary industry?
| AE Market | -0.10% | |
| Consumer Discretionary | 2.03% | |
| Hospitality | 4.85% | |
| Restaurants | 5.96% | |
| Hotels, Resorts and Cruise Lines | -1.15% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TALABAT Talabat Holding | د.إ1.19 | 8.2% +د.إ2.0b | -5.6% | PE18.1x | |
| AMR Americana Restaurants International | د.إ2.38 | 3.5% +د.إ672.0m | 13.9% | PE19.9x |