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Argentinian (MERVAL) Consumer Discretionary Sector Analysis

UpdatedNov 29, 2022
DataAggregated Company Financials
Companies6
  • 7D2.2%
  • 3M-2.9%
  • 1Y27.3%
  • YTD22.7%

The Consumer Discretionary industry is up 2.3% in the last week, with Havanna Holding up 9.6%. This means that the industry has gained 26% over the past year.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 29 Nov 2022AR$105.0bAR$200.5bAR$5.6b13.7x18.8x0.5x
Thu, 27 Oct 2022AR$96.3bAR$200.7bAR$5.7b9.7x17x0.5x
Sat, 24 Sep 2022AR$102.9bAR$198.2bAR$5.0b10.3x20.7x0.5x
Mon, 22 Aug 2022AR$101.6bAR$194.1bAR$5.4b8.6x18.8x0.5x
Wed, 20 Jul 2022AR$82.2bAR$186.9bAR$4.2b9.1x19.4x0.4x
Fri, 17 Jun 2022AR$76.7bAR$186.4bAR$4.2b8x18.2x0.4x
Sun, 15 May 2022AR$74.8bAR$185.8bAR$4.6b8x16.4x0.4x
Tue, 12 Apr 2022AR$632.9bAR$185.8bAR$4.6b10.7x138.7x3.4x
Thu, 10 Mar 2022AR$583.5bAR$145.1bAR$6.8b17.8x85.7x4x
Sat, 05 Feb 2022AR$650.7bAR$145.1bAR$6.8b16.7x95.6x4.5x
Mon, 03 Jan 2022AR$86.5bAR$141.7bAR$5.9b11.6x14.7x0.6x
Wed, 01 Dec 2021AR$83.5bAR$125.8bAR$6.2b15.9x13.5x0.7x
Fri, 29 Oct 2021AR$86.6bAR$124.6bAR$5.7b14.1x15.3x0.7x
Sun, 26 Sep 2021AR$73.5bAR$123.7bAR$8.9b6x8.2x0.6x
Tue, 24 Aug 2021AR$56.5bAR$123.0bAR$8.6b5.8x6.5x0.5x
Wed, 30 Jun 2021AR$48.6bAR$123.0bAR$8.6b5.2x5.6x0.4x
Sat, 03 Apr 2021AR$41.7bAR$102.7bAR$5.5b4.4x7.5x0.4x
Tue, 05 Jan 2021AR$42.3bAR$86.4bAR$3.4b4.8x12.3x0.5x
Fri, 09 Oct 2020AR$34.6bAR$82.5bAR$1.7b11.2x20.7x0.4x
Thu, 02 Jul 2020AR$28.3bAR$80.5b-AR$2,537,739,845.0011.1x-11.2x0.4x
Sun, 05 Apr 2020AR$14.2bAR$83.2bAR$1.4b8.8x10.1x0.2x
Wed, 08 Jan 2020AR$23.4bAR$79.8bAR$138.1m22.3x169.6x0.3x
Price to Earnings Ratio

9.1x


Total Market Cap: AR$16.6bTotal Earnings: AR$1.8bTotal Revenue: AR$63.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Argentinian Consumer Discretionary Sector Price to Earnings3Y Average 31.8x202020212022
Current Industry PE
  • Investors are pessimistic on the Argentinean 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 18.8x which is lower than its 3-year average PE of 31.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.90x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 46% per year over the last three years.
  • Revenues for these companies have grown 47% 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 Argentinian Consumer Discretionary sector?

AR Market3.96%
Consumer Discretionary2.22%
Hospitality9.64%
Consumer Durables0.65%
Auto Components0%
Auto0%
Leisure0%
Consumer Services0%
Retail Distributors0%
Online Retail and Ecommerce0%
General Merchanise and Department Stores0%
Specialty Stores0%
Luxury-0.82%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 25.4x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Luxury industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
HAVA Havanna HoldingAR$455.009.6%
+AR$1.9b
227.3%PE15x
MIRG Mirgor Sociedad Anónima Comercial Industrial Financiera Inmobiliaria y AgropecuariaAR$377.850.8%
+AR$551.3m
0.1%PE17.1x
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Latest News

GRIM

AR$212.00

Grimoldi

7D

-0.8%

1Y

135.8%

HAVA

AR$455.00

Havanna Holding

7D

9.6%

1Y

227.3%

MIRG

AR$377.85

Mirgor Sociedad Anónima Comercial Industrial Financiera Inmobiliaria y Agropecuaria

7D

0.8%

1Y

0.1%

GCDI

AR$4.84

GCDI

7D

-0.2%

1Y

29.8%

LONG

AR$14.20

Longvie

7D

-2.7%

1Y

57.8%