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Belgian (BEL20) Consumer Discretionary Sector Analysis

UpdatedSep 19, 2024
DataAggregated Company Financials
Companies11
  • 7D-2.0%
  • 3M-1.1%
  • 1Y19.3%
  • YTD8.7%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.0%, driven by declines from every company within the industry. Over the past 12 months, the industry was up 19%. Earnings are forecast to grow by 27% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 20 Sep 2024€10.9b€8.7b€423.3m19.3x25.6x1.2x
Sun, 18 Aug 2024€11.7b€8.5b€522.0m22.5x22.4x1.4x
Tue, 16 Jul 2024€11.8b€8.5b€522.0m22.6x22.5x1.4x
Thu, 13 Jun 2024€10.9b€8.5b€523.1m27.6x20.9x1.3x
Sat, 11 May 2024€12.0b€8.5b€523.1m28.5x22.9x1.4x
Mon, 08 Apr 2024€11.6b€8.5b€523.1m28.1x22.2x1.4x
Wed, 06 Mar 2024€9.8b€7.4b€463.9m27.7x21.2x1.3x
Fri, 02 Feb 2024€10.2b€7.5b€459.0m28x22.2x1.4x
Sun, 31 Dec 2023€9.9b€7.5b€459.0m27.7x21.6x1.3x
Tue, 28 Nov 2023€8.8b€7.5b€459.0m26.5x19.2x1.2x
Thu, 26 Oct 2023€7.8b€7.4b€458.6m16.7x17x1x
Sat, 23 Sep 2023€9.0b€7.4b€458.6m19.4x19.6x1.2x
Mon, 21 Aug 2023€8.3b€5.3b€356.7m23.5x23.3x1.6x
Wed, 19 Jul 2023€8.8b€5.3b€356.7m24.9x24.6x1.7x
Fri, 16 Jun 2023€9.7b€5.3b€356.7m27.6x27.1x1.8x
Sun, 14 May 2023€9.3b€5.3b€356.7m26.4x26x1.8x
Tue, 11 Apr 2023€9.7b€5.3b€356.7m27.7x27.3x1.8x
Thu, 09 Mar 2023€10.7b€3.9b€288.8m37.3x36.9x2.7x
Sat, 04 Feb 2023€10.2b€3.9b€287.0m36.7x35.5x2.6x
Mon, 02 Jan 2023€10.1b€3.9b€287.0m36.3x35.1x2.6x
Wed, 30 Nov 2022€10.0b€3.9b€287.0m36x35x2.6x
Fri, 28 Oct 2022€9.4b€3.9b€287.0m33.8x32.9x2.4x
Sun, 25 Sep 2022€8.0b€3.9b€285.6m20x27.9x2x
Tue, 23 Aug 2022€9.1b€3.8b€269.0m24.2x33.8x2.4x
Thu, 21 Jul 2022€8.6b€3.8b€269.0m23.1x32.1x2.3x
Sat, 18 Jun 2022€7.9b€3.8b€270.1m28.8x29.1x2x
Mon, 16 May 2022€8.8b€3.8b€270.1m32.3x32.6x2.3x
Wed, 13 Apr 2022€8.2b€3.8b€270.1m29.6x30.2x2.1x
Fri, 11 Mar 2022€7.0b€4.2b€315.0m20.9x22.1x1.7x
Sun, 06 Feb 2022€8.8b€4.5b€332.5m34.2x26.6x2x
Tue, 04 Jan 2022€9.8b€4.5b€332.5m33.8x29.4x2.2x
Thu, 02 Dec 2021€9.2b€4.5b€332.5m34.9x27.8x2.1x
Sat, 30 Oct 2021€8.5b€4.5b€332.5m32.9x25.5x1.9x
Mon, 27 Sep 2021€7.8b€4.5b€332.5m33.5x23.4x1.7x
Price to Earnings Ratio

23.4x


Total Market Cap: €7.8bTotal Earnings: €332.5mTotal Revenue: €4.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Belgian Consumer Discretionary Sector Price to Earnings3Y Average 26.6x202220232024
Current Industry PE
  • Investors are relatively neutral on the Belgian Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 26.6x.
  • The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 8.4% per year over the last three years.
  • Revenues for these companies have grown 25% 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 Belgian Consumer Discretionary sector?

BE Market0.16%
Consumer Discretionary-1.99%
Auto Components0%
Auto0%
Leisure0%
Hospitality0%
Consumer Services0%
Online Retail and Ecommerce0%
Specialty Stores0%
General Merchandise and Department Stores0%
Luxury-0.67%
Retail Distributors-2.05%
Consumer Durables-2.16%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 34.8x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings decline of 13% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings decline by 30% 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
VAN Van de Velde€30.251.3%
+€5.1m
-9.6%PE11.5x
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