Narrative Update • May 14

The Leisure industry has stayed flat over the last week. As for the the longer term, the industry is up 20% over the past 12 months. As for the next few years, earnings are expected to grow by 24% per annum.
Has the Canadian Leisure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 21 May 2026 | CA$7.3b | CA$11.3b | CA$128.2m | 16.2x | 57.1x | 0.6x |
| Sat, 18 Apr 2026 | CA$7.3b | CA$11.3b | CA$139.3m | 16.9x | 52.7x | 0.6x |
| Mon, 16 Mar 2026 | CA$8.3b | CA$10.9b | CA$39.8m | 26.4x | 208.2x | 0.8x |
| Wed, 11 Feb 2026 | CA$9.9b | CA$10.9b | CA$320.8m | 29.3x | 30.9x | 0.9x |
| Fri, 09 Jan 2026 | CA$9.4b | CA$11.0b | CA$322.6m | 28.6x | 29x | 0.9x |
| Sun, 07 Dec 2025 | CA$9.9b | CA$11.0b | CA$322.4m | 29.1x | 30.6x | 0.9x |
| Tue, 04 Nov 2025 | CA$8.5b | CA$10.8b | CA$277.8m | 29.2x | 30.7x | 0.8x |
| Thu, 02 Oct 2025 | CA$8.1b | CA$11.0b | CA$323.6m | 24.3x | 25.1x | 0.7x |
| Sat, 30 Aug 2025 | CA$8.1b | CA$10.8b | CA$305.2m | 26.6x | 26.4x | 0.7x |
| Mon, 28 Jul 2025 | CA$7.6b | CA$10.8b | CA$335.2m | 22.2x | 22.6x | 0.7x |
| Wed, 25 Jun 2025 | CA$7.2b | CA$10.8b | CA$335.4m | 21x | 21.5x | 0.7x |
| Fri, 23 May 2025 | CA$2.5b | CA$3.2b | CA$155.6m | 16.1x | 16.3x | 0.8x |
| Sun, 20 Apr 2025 | CA$2.3b | CA$3.1b | CA$113.4m | 19.9x | 19.9x | 0.7x |
| Tue, 18 Mar 2025 | CA$6.6b | CA$12.0b | CA$339.6m | 20.5x | 19.6x | 0.6x |
| Thu, 13 Feb 2025 | CA$7.5b | CA$11.8b | CA$266.4m | 44.9x | 28x | 0.6x |
| Sat, 11 Jan 2025 | CA$8.7b | CA$11.8b | CA$266.9m | 48.8x | 32.5x | 0.7x |
| Mon, 09 Dec 2024 | CA$8.9b | CA$11.7b | CA$266.0m | 52.7x | 33.3x | 0.8x |
| Wed, 06 Nov 2024 | CA$8.2b | CA$12.0b | CA$290.9m | 47.3x | 28.3x | 0.7x |
| Fri, 04 Oct 2024 | CA$8.9b | CA$11.7b | CA$310.7m | 36.8x | 28.6x | 0.8x |
| Sun, 01 Sep 2024 | CA$10.5b | CA$12.6b | CA$641.5m | 33x | 16.4x | 0.8x |
| Tue, 30 Jul 2024 | CA$10.7b | CA$12.7b | CA$716.0m | 18.6x | 15x | 0.8x |
| Thu, 27 Jun 2024 | CA$9.4b | CA$12.6b | CA$714.5m | 16.3x | 13.1x | 0.7x |
| Sat, 25 May 2024 | CA$9.8b | CA$13.0b | CA$875.7m | 15.8x | 11.2x | 0.8x |
| Mon, 22 Apr 2024 | CA$10.3b | CA$13.0b | CA$949.3m | 12.5x | 10.9x | 0.8x |
| Wed, 20 Mar 2024 | CA$10.0b | CA$13.3b | CA$1.0b | 12.1x | 9.5x | 0.7x |
| Fri, 16 Feb 2024 | CA$10.5b | CA$13.3b | CA$1.1b | 11.8x | 9.8x | 0.8x |
| Sun, 14 Jan 2024 | CA$10.2b | CA$13.3b | CA$1.1b | 11.3x | 9.5x | 0.8x |
| Tue, 12 Dec 2023 | CA$9.8b | CA$13.3b | CA$1.1b | 11.2x | 9.1x | 0.7x |
| Thu, 09 Nov 2023 | CA$11.0b | CA$13.6b | CA$1.2b | 11.3x | 9.5x | 0.8x |
| Sat, 07 Oct 2023 | CA$11.5b | CA$13.4b | CA$1.1b | 12.4x | 10.1x | 0.9x |
| Mon, 04 Sep 2023 | CA$12.1b | CA$13.1b | CA$1.0b | 13.7x | 11.7x | 0.9x |
| Wed, 02 Aug 2023 | CA$13.2b | CA$13.1b | CA$1.1b | 11.7x | 11.8x | 1x |
| Fri, 30 Jun 2023 | CA$12.1b | CA$13.1b | CA$1.1b | 11x | 10.9x | 0.9x |
| Sun, 28 May 2023 | CA$11.6b | CA$12.6b | CA$1.1b | 10.8x | 10.6x | 0.9x |
10.6x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | -0.16% | |
| Consumer Discretionary | -1.09% | |
| Leisure | 0.11% | |
| Leisure Products | 0.11% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DOO BRP | CA$75.40 | 0.3% +CA$17.0m | 52.4% | PE16.2x |