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Argentinian (MERVAL) Consumer Discretionary Sector Analysis

UpdatedFeb 21, 2024
DataAggregated Company Financials
Companies7
  • 7D2.3%
  • 3M68.2%
  • 1Y387.9%
  • YTD23.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.1%, driven by declines in Havanna Holding and GCDI of 0.9% and 8.4%, respectively. Meanwhile, DOMEC Compañía de Artefactos DomésticosI.C.y F actually outperformed within the industry, gaining 5.5% in the last week. This takes the industry's 12 month performance to a gain of 388%.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 21 Feb 2024AR$725.7bAR$422.0bAR$3.3b102x220.7x1.7x
Fri, 19 Jan 2024AR$740.4bAR$421.7bAR$3.0b91.6x243.1x1.8x
Sun, 17 Dec 2023AR$513.1bAR$428.6bAR$5.6b55.1x92.3x1.2x
Tue, 14 Nov 2023AR$417.4bAR$417.5bAR$16.5b43x25.4x1x
Thu, 12 Oct 2023AR$339.2bAR$412.2bAR$14.5b28.4x23.5x0.8x
Sat, 09 Sep 2023AR$317.3bAR$518.9bAR$17.0b26.4x18.6x0.6x
Mon, 07 Aug 2023AR$259.9bAR$268.2bAR$4.7b25.2x55.5x1x
Wed, 05 Jul 2023AR$250.3bAR$266.9bAR$4.7b22.4x53.2x0.9x
Fri, 02 Jun 2023AR$220.8bAR$235.1bAR$3.7b20.8x60.1x0.9x
Sun, 30 Apr 2023AR$156.7bAR$231.4bAR$2.2b13.5x72.3x0.7x
Tue, 28 Mar 2023AR$139.2bAR$216.3bAR$253.4m10.7x549.3x0.6x
Thu, 23 Feb 2023AR$145.2bAR$199.4bAR$2.3b28.6x62.9x0.7x
Sat, 21 Jan 2023AR$137.0bAR$199.4bAR$2.3b29.3x59.4x0.7x
Mon, 19 Dec 2022AR$122.8bAR$200.0bAR$2.4b13.1x51.8x0.6x
Wed, 16 Nov 2022AR$101.8bAR$200.5bAR$5.6b12.5x18.2x0.5x
Fri, 14 Oct 2022AR$95.9bAR$200.7bAR$5.7b9.8x16.9x0.5x
Sun, 11 Sep 2022AR$104.7bAR$199.1bAR$3.9b10.7x26.6x0.5x
Tue, 09 Aug 2022AR$92.3bAR$192.6bAR$4.7b10.3x19.6x0.5x
Thu, 07 Jul 2022AR$72.7bAR$186.4bAR$4.2b8.2x17.2x0.4x
Sat, 04 Jun 2022AR$78.6bAR$186.4bAR$4.2b8.6x18.6x0.4x
Mon, 02 May 2022AR$76.0bAR$185.8bAR$4.6b8x16.6x0.4x
Wed, 30 Mar 2022AR$79.6bAR$186.1bAR$4.7b15.6x17x0.4x
Fri, 25 Feb 2022AR$77.5bAR$145.1bAR$6.8b8.2x11.4x0.5x
Sun, 23 Jan 2022AR$79.6bAR$145.1bAR$6.8b8.8x11.7x0.5x
Tue, 21 Dec 2021AR$691.9bAR$141.8bAR$5.9b16.7x117.2x4.9x
Thu, 18 Nov 2021AR$715.5bAR$125.0bAR$6.1b15.9x118x5.7x
Sat, 16 Oct 2021AR$680.6bAR$124.2bAR$5.6b17.4x120.6x5.5x
Mon, 13 Sep 2021AR$67.1bAR$122.9bAR$8.7b6x7.7x0.5x
Wed, 11 Aug 2021AR$56.5bAR$123.0bAR$8.6b5.7x6.5x0.5x
Sun, 06 Jun 2021AR$45.7bAR$102.7bAR$5.5b4.6x8.3x0.4x
Wed, 10 Mar 2021AR$40.7bAR$86.4bAR$3.5b4.9x11.5x0.5x
Price to Earnings Ratio

11.5x


Total Market Cap: AR$40.7bTotal Earnings: AR$3.5bTotal Revenue: AR$86.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Argentinian Consumer Discretionary Sector Price to Earnings3Y Average 59.9x202220232024
Current Industry PE
  • Investors are optimistic on the Argentinean Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 221x which is higher than its 3-year average PE of 59.6x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 2.3% per year over the last three years.
  • Meanwhile revenues for these companies have grown 70% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Argentinian Consumer Discretionary sector?

AR Market-5.17%
Consumer Discretionary2.30%
Hospitality7.52%
Auto Components0%
Auto0%
Leisure0%
Consumer Services0%
Retail Distributors0%
Online Retail and Ecommerce0%
Specialty Stores0%
General Merchandise and Department Stores0%
Consumer Durables-1.59%
Luxury-9.52%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
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$7.82k7.5%
+AR$25.7b
1,273.9%PE230.8x
DOME DOMEC Compañía de Artefactos DomésticosI.C.y FAR$93.5010.1%
+AR$860.0m
477.2%PE77.9x
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Latest News

GCDI

AR$33.95

GCDI

7D

-11.6%

1Y

503.0%

HAVA

AR$7,817.50

Havanna Holding

7D

7.5%

1Y

1,273.9%

GRIM

AR$950.00

Grimoldi

7D

-9.5%

1Y

313.0%

LONG

AR$57.30

Longvie

7D

-7.4%

1Y

417.0%