Shanghai Xujiahui Commercial Co., Ltd.'s (SZSE:002561) Business Is Trailing The Market But Its Shares Aren't
Jul 31
Chinese (SSE) General Merchandise and Department Stores Industry Analysis
UpdatedJul 31, 2024
DataAggregated Company Financials
Companies38
- 7D1.6%
- 3M-14.2%
- 1Y-28.1%
- YTD-17.8%
Over the last 7 days, the General Merchandise and Department Stores industry has risen 1.6%, driven by gains in Zhejiang China Commodities City Group and Wangfujing Group of 6.5% and 17%, respectively. In the past year, the industry is down 28%. As for the next few years, earnings are expected to grow by 17% per annum.
Industry Valuation and Performance
Has the Chinese General Merchandise and Department Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 01 Aug 2024 | CN¥214.9b | CN¥163.2b | CN¥5.8b | 24.5x | 36.7x | 1.3x |
| Sat, 29 Jun 2024 | CN¥212.9b | CN¥164.1b | CN¥6.0b | 24.6x | 35.7x | 1.3x |
| Mon, 27 May 2024 | CN¥247.2b | CN¥164.2b | CN¥5.7b | 30.2x | 43.7x | 1.5x |
| Wed, 24 Apr 2024 | CN¥235.2b | CN¥164.6b | CN¥6.8b | 26.4x | 34.4x | 1.4x |
| Fri, 22 Mar 2024 | CN¥261.4b | CN¥160.6b | CN¥5.5b | 28.3x | 47.3x | 1.6x |
| Sun, 18 Feb 2024 | CN¥230.0b | CN¥160.0b | CN¥5.4b | 23.9x | 42.2x | 1.4x |
| Tue, 16 Jan 2024 | CN¥289.0b | CN¥165.9b | CN¥5.3b | 30.7x | 54.4x | 1.7x |
| Thu, 14 Dec 2023 | CN¥286.0b | CN¥165.9b | CN¥5.3b | 29.9x | 53.8x | 1.7x |
| Sat, 11 Nov 2023 | CN¥260.7b | CN¥160.0b | CN¥5.1b | 27.5x | 51.5x | 1.6x |
| Mon, 09 Oct 2023 | CN¥268.2b | CN¥156.1b | CN¥5.5b | 26.4x | 49x | 1.7x |
| Wed, 06 Sep 2023 | CN¥224.7b | CN¥147.6b | CN¥3.6b | 29.1x | 62.5x | 1.5x |
| Fri, 04 Aug 2023 | CN¥242.4b | CN¥141.0b | CN¥2.8b | 30.6x | 86x | 1.7x |
| Sun, 02 Jul 2023 | CN¥211.0b | CN¥141.3b | CN¥2.9b | 29.2x | 73.8x | 1.5x |
| Tue, 30 May 2023 | CN¥214.1b | CN¥141.0b | CN¥2.9b | 29.2x | 74.1x | 1.5x |
| Thu, 27 Apr 2023 | CN¥224.5b | CN¥141.5b | CN¥5.0b | 33.2x | 45.3x | 1.6x |
| Sat, 25 Mar 2023 | CN¥232.9b | CN¥145.0b | CN¥6.8b | 37.1x | 34.3x | 1.6x |
| Mon, 20 Feb 2023 | CN¥217.7b | CN¥136.7b | CN¥6.5b | 29.2x | 33.3x | 1.6x |
| Wed, 18 Jan 2023 | CN¥243.8b | CN¥142.0b | CN¥7.3b | 35.6x | 33.6x | 1.7x |
| Fri, 16 Dec 2022 | CN¥252.9b | CN¥142.0b | CN¥7.3b | 35.5x | 34.8x | 1.8x |
| Sun, 13 Nov 2022 | CN¥225.4b | CN¥142.0b | CN¥7.0b | 31.5x | 32x | 1.6x |
| Tue, 11 Oct 2022 | CN¥198.3b | CN¥143.5b | CN¥7.7b | 25.1x | 25.6x | 1.4x |
| Thu, 08 Sep 2022 | CN¥219.0b | CN¥143.7b | CN¥7.8b | 27.8x | 28.1x | 1.5x |
| Sat, 06 Aug 2022 | CN¥205.4b | CN¥147.4b | CN¥8.5b | 28.5x | 24.1x | 1.4x |
| Mon, 04 Jul 2022 | CN¥234.1b | CN¥150.9b | CN¥8.7b | 32.6x | 26.9x | 1.6x |
| Wed, 01 Jun 2022 | CN¥238.4b | CN¥150.9b | CN¥8.7b | 35.1x | 27.4x | 1.6x |
| Fri, 29 Apr 2022 | CN¥221.1b | CN¥152.8b | CN¥5.4b | 24.1x | 40.7x | 1.4x |
| Sun, 27 Mar 2022 | CN¥229.5b | CN¥153.7b | CN¥4.9b | 26.4x | 47x | 1.5x |
| Tue, 22 Feb 2022 | CN¥274.0b | CN¥160.1b | CN¥5.9b | 26.6x | 46.2x | 1.7x |
| Thu, 20 Jan 2022 | CN¥267.6b | CN¥159.9b | CN¥5.9b | 26.6x | 45.5x | 1.7x |
| Sat, 18 Dec 2021 | CN¥255.8b | CN¥159.9b | CN¥5.9b | 25.4x | 43.5x | 1.6x |
| Mon, 15 Nov 2021 | CN¥252.0b | CN¥163.6b | CN¥6.1b | 24.1x | 41x | 1.5x |
| Wed, 13 Oct 2021 | CN¥251.2b | CN¥161.8b | CN¥6.4b | 23x | 39.5x | 1.6x |
| Fri, 10 Sep 2021 | CN¥249.1b | CN¥161.8b | CN¥6.4b | 22.1x | 39.2x | 1.5x |
| Sun, 08 Aug 2021 | CN¥225.4b | CN¥163.6b | CN¥6.5b | 22.1x | 34.8x | 1.4x |
Price to Earnings Ratio
34.8x
Current Industry PE
- Investors are pessimistic on the Chinese Multiline Retail 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 36.7x which is lower than its 3-year average PE of 43.9x.
- The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Multiline Retail industry have declined 3.4% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, 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 Chinese Consumer Discretionary industry?
| CN Market | -0.81% | |
| Consumer Discretionary | -0.39% | |
| General Merchandise and Department Stores | 1.64% | |
| Broadline Retail | 1.64% | |
| Department Stores | 0% | |
| General Merchandise Stores | 0% | |
Industry PE
- Investors are most optimistic about the Broadline Retail industry even though it's trading below its 3-year average PE ratio of 53.4x.
- Analysts are expecting annual earnings growth of 17.0%, which is higher than its past year's earnings growth of 8.7% per year.
- Investors are most pessimistic about the Broadline Retail industry, which is trading below its 3-year average of 53.4x.
Forecasted Growth
- Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 17% over the next 5 years.
- This is better than its past earnings growth rate of 8.7% per year.
- In contrast, the Broadline 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 | |
|---|---|---|---|---|---|
| 600415 Zhejiang China Commodities City Group | CN¥7.72 | 6.5% +CN¥2.6b | -6.4% | PE19.5x | |
| 600859 Wangfujing Group | CN¥14.60 | 16.8% +CN¥2.4b | -36.2% | PE24.2x | |
| 000785 Easyhome New Retail Group | CN¥2.57 | 10.8% +CN¥1.6b | -41.6% | PE13.5x | |
| 000564 Ccoop Group | CN¥1.77 | 2.9% +CN¥958.2m | 36.2% | PS23.8x | |
| 301558 SFC Holdings | CN¥8.33 | 8.7% +CN¥528.5m | n/a | PE56.3x |
