Emirates Reem Investments Company P.J.S.C's (DFM:ERC) Performance Raises Some Questions
Nov 21
Have your own idea? Try our Stock Screener
Emirati (ADX) Consumer Staples Sector Analysis
UpdatedDec 02, 2025
DataAggregated Company Financials
Companies12
- 7D-3.5%
- 3M-7.3%
- 1Y-23.8%
- YTD-26.2%
Over the last 7 days, the Consumer Staples industry has dropped 4.9%, driven by Ghitha Holding P.J.S.C declining 5.2%. In contrast, Dubai Refreshment (P.J.S.C.) has gained 14%. However, the industry is down 23% over the past year. Earnings are forecast to grow by 21% annually.
Sector Valuation and Performance
Has the Emirati Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 02 Dec 2025 | د.إ40.9b | د.إ48.8b | د.إ2.1b | 17.8x | 19.6x | 0.8x |
| Thu, 30 Oct 2025 | د.إ42.6b | د.إ48.4b | د.إ2.1b | 18.9x | 20x | 0.9x |
| Sat, 27 Sep 2025 | د.إ42.8b | د.إ48.2b | د.إ2.1b | 18.8x | 20x | 0.9x |
| Mon, 25 Aug 2025 | د.إ45.1b | د.إ48.2b | د.إ2.1b | 19.7x | 21.1x | 0.9x |
| Wed, 23 Jul 2025 | د.إ44.4b | د.إ47.5b | د.إ2.2b | 16.3x | 20.5x | 0.9x |
| Fri, 20 Jun 2025 | د.إ44.3b | د.إ47.5b | د.إ2.2b | 15.3x | 20.5x | 0.9x |
| Sun, 18 May 2025 | د.إ44.0b | د.إ47.5b | د.إ2.2b | 16.4x | 20.3x | 0.9x |
| Tue, 15 Apr 2025 | د.إ41.6b | د.إ46.6b | د.إ4.8b | 15.9x | 8.7x | 0.9x |
| Thu, 13 Mar 2025 | د.إ42.7b | د.إ46.5b | د.إ4.8b | 13.7x | 9x | 0.9x |
| Sat, 08 Feb 2025 | د.إ53.0b | د.إ46.1b | د.إ4.9b | 16.7x | 10.9x | 1.1x |
| Mon, 06 Jan 2025 | د.إ55.0b | د.إ44.2b | د.إ4.7b | 17.1x | 11.6x | 1.2x |
| Wed, 04 Dec 2024 | د.إ43.1b | د.إ44.2b | د.إ4.7b | 17.8x | 9.1x | 1x |
| Fri, 01 Nov 2024 | د.إ25.4b | د.إ16.5b | د.إ3.8b | 13.3x | 6.7x | 1.5x |
| Sun, 29 Sep 2024 | د.إ26.4b | د.إ16.5b | د.إ3.9b | 12.7x | 6.8x | 1.6x |
| Tue, 27 Aug 2024 | د.إ25.7b | د.إ16.5b | د.إ3.9b | 12.5x | 6.6x | 1.6x |
| Thu, 25 Jul 2024 | د.إ25.2b | د.إ15.9b | د.إ4.0b | 13.4x | 6.4x | 1.6x |
| Sat, 22 Jun 2024 | د.إ25.3b | د.إ16.3b | د.إ4.0b | 12.4x | 6.3x | 1.5x |
| Mon, 20 May 2024 | د.إ27.8b | د.إ16.3b | د.إ4.0b | 13.3x | 7x | 1.7x |
| Wed, 17 Apr 2024 | د.إ21.3b | د.إ12.2b | د.إ950.0m | 15.3x | 22.4x | 1.7x |
| Fri, 15 Mar 2024 | د.إ21.1b | د.إ11.8b | د.إ970.4m | 13.7x | 21.7x | 1.8x |
| Sun, 11 Feb 2024 | د.إ20.5b | د.إ11.6b | د.إ978.8m | 24.9x | 20.9x | 1.8x |
| Tue, 09 Jan 2024 | د.إ22.3b | د.إ12.0b | د.إ1.2b | 20.8x | 18.3x | 1.9x |
| Thu, 07 Dec 2023 | د.إ21.8b | د.إ12.0b | د.إ1.2b | 21.4x | 17.9x | 1.8x |
| Sat, 04 Nov 2023 | د.إ21.1b | د.إ11.3b | د.إ1.1b | 26.3x | 18.7x | 1.9x |
| Mon, 02 Oct 2023 | د.إ23.1b | د.إ11.3b | د.إ1.1b | 27.4x | 20.5x | 2.1x |
| Wed, 30 Aug 2023 | د.إ23.6b | د.إ11.2b | د.إ1.1b | 27.4x | 20.5x | 2.1x |
| Fri, 28 Jul 2023 | د.إ24.0b | د.إ10.2b | د.إ1.2b | 17.4x | 20.6x | 2.4x |
| Sun, 25 Jun 2023 | د.إ22.9b | د.إ10.2b | د.إ1.2b | 17.4x | 19.7x | 2.3x |
| Tue, 23 May 2023 | د.إ22.9b | د.إ10.2b | د.إ1.2b | 18.4x | 19.7x | 2.3x |
| Thu, 20 Apr 2023 | د.إ21.9b | د.إ10.0b | د.إ1.2b | 21.7x | 18.8x | 2.2x |
| Sat, 18 Mar 2023 | د.إ31.0b | د.إ10.1b | د.إ1.2b | 22x | 26.3x | 3.1x |
| Mon, 13 Feb 2023 | د.إ30.1b | د.إ10.0b | د.إ1.2b | 21.4x | 24.8x | 3x |
| Wed, 11 Jan 2023 | د.إ28.6b | د.إ9.4b | د.إ1.1b | 21.4x | 26.9x | 3.1x |
| Fri, 09 Dec 2022 | د.إ29.3b | د.إ9.4b | د.إ1.1b | 18.9x | 27.6x | 3.1x |
Price to Earnings Ratio
27.6x
Current Industry PE
- Investors are optimistic on the Emirian Consumer Staples industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 19.6x which is higher than its 3-year average PE of 16.8x.
- The 3-year average PS ratio of 1.7x is higher than the industry's current PS ratio of 0.84x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have grown 25% per year over the last three years.
- Revenues for these companies have grown 73% 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 Staples sector?
| AE Market | -0.33% | |
| Consumer Staples | -3.53% | |
| Food | 3.21% | |
| Beverage | -0.37% | |
| Food and Staples Retail | -4.30% | |
Industry PE
- Investors are most optimistic about the Beverage industry even though it's trading below its 3-year average PE ratio of 73.5x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Food and Staples Retail industry, which is trading close to its 3-year average of 17.1x.
Forecasted Growth
- Analysts are most optimistic on the Food industry, expecting annual earnings growth of 40% over the next 5 years.
- This is better than its past earnings decline of 38% per year.
- In contrast, the Food and Staples Retail industry is expected to see its earnings grow by 17% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DRC Dubai Refreshment (P.J.S.C.) | د.إ22.50 | 14.2% +د.إ252.0m | n/a | PE13.1x | |
| AGTHIA Agthia Group PJSC | د.إ4.03 | 3.9% +د.إ124.7m | -41.8% | PE32.7x | |
| UNIONCOOP Union Coop | د.إ2.20 | 2.3% +د.إ87.3m | -4.3% | PE11.7x |