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Egyptian (CASE/EGX) Consumer Discretionary Sector Analysis
UpdatedOct 01, 2025
DataAggregated Company Financials
Companies28
- 7D2.3%
- 3M7.2%
- 1Y20.4%
- YTD11.4%
In the last week, the Consumer Discretionary industry is up 2.3%, with Taaleem Management Services CompanyE up 17%. Meanwhile, Suez Canal Company for Technology Settling (S.A.E) actually underperformed within the industry, shrinking 5.7% in the last week. This means that the industry has gained 20% over the past year. As for the next few years, earnings are expected to grow by 24% per annum.
Sector Valuation and Performance
Has the Egyptian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 02 Oct 2025 | ج.م148.0b | ج.م172.0b | ج.م20.0b | 9.4x | 7.4x | 0.9x |
| Sat, 30 Aug 2025 | ج.م153.4b | ج.م171.4b | ج.م20.3b | 9x | 7.6x | 0.9x |
| Mon, 28 Jul 2025 | ج.م145.9b | ج.م161.1b | ج.م21.0b | 8.7x | 6.9x | 0.9x |
| Wed, 25 Jun 2025 | ج.م143.0b | ج.م159.9b | ج.م20.8b | 8.5x | 6.9x | 0.9x |
| Fri, 23 May 2025 | ج.م139.4b | ج.م156.4b | ج.م20.9b | 8.2x | 6.7x | 0.9x |
| Sun, 20 Apr 2025 | ج.م137.0b | ج.م139.0b | ج.م14.7b | 8.8x | 9.3x | 1x |
| Tue, 18 Mar 2025 | ج.م134.9b | ج.م135.4b | ج.م13.1b | 11.9x | 10.3x | 1x |
| Thu, 13 Feb 2025 | ج.م121.7b | ج.م121.2b | ج.م12.1b | 12.6x | 10x | 1x |
| Sat, 11 Jan 2025 | ج.م126.3b | ج.م120.8b | ج.م12.0b | 14.5x | 10.5x | 1x |
| Mon, 09 Dec 2024 | ج.م124.4b | ج.م120.8b | ج.م12.0b | 14.5x | 10.4x | 1x |
| Wed, 06 Nov 2024 | ج.م118.7b | ج.م108.5b | ج.م11.8b | 13.3x | 10x | 1.1x |
| Fri, 04 Oct 2024 | ج.م111.0b | ج.م108.4b | ج.م11.8b | 13.4x | 9.4x | 1x |
| Sun, 01 Sep 2024 | ج.م108.4b | ج.م108.0b | ج.م11.7b | 12.6x | 9.3x | 1x |
| Tue, 30 Jul 2024 | ج.م103.1b | ج.م98.0b | ج.م9.7b | 10.6x | 10.6x | 1.1x |
| Thu, 27 Jun 2024 | ج.م102.8b | ج.م98.1b | ج.م9.6b | 9.9x | 10.7x | 1x |
| Sat, 25 May 2024 | ج.م94.5b | ج.م91.5b | ج.م9.7b | 9.7x | 9.8x | 1x |
| Mon, 22 Apr 2024 | ج.م94.4b | ج.م90.3b | ج.م9.2b | 11.4x | 10.3x | 1x |
| Wed, 20 Mar 2024 | ج.م94.7b | ج.م89.0b | ج.م8.9b | 12.3x | 10.7x | 1.1x |
| Fri, 16 Feb 2024 | ج.م98.2b | ج.م83.4b | ج.م16.4b | 15.6x | 6x | 1.2x |
| Sun, 14 Jan 2024 | ج.م89.3b | ج.م82.7b | ج.م16.1b | 15.3x | 5.5x | 1.1x |
| Tue, 12 Dec 2023 | ج.م85.9b | ج.م81.9b | ج.م17.2b | 12.6x | 5x | 1x |
| Thu, 09 Nov 2023 | ج.م71.1b | ج.م74.6b | ج.م16.2b | 10.5x | 4.4x | 1x |
| Sat, 07 Oct 2023 | ج.م65.1b | ج.م74.3b | ج.م16.3b | 9.4x | 4x | 0.9x |
| Mon, 04 Sep 2023 | ج.م65.4b | ج.م74.0b | ج.م16.2b | 8.5x | 4x | 0.9x |
| Wed, 02 Aug 2023 | ج.م64.7b | ج.م72.1b | ج.م15.8b | 8.2x | 4.1x | 0.9x |
| Fri, 30 Jun 2023 | ج.م64.1b | ج.م73.8b | ج.م15.5b | 8.8x | 4.1x | 0.9x |
| Sun, 28 May 2023 | ج.م60.9b | ج.م73.1b | ج.م15.0b | 8.4x | 4.1x | 0.8x |
| Tue, 25 Apr 2023 | ج.م56.4b | ج.م71.0b | ج.م15.2b | 8.4x | 3.7x | 0.8x |
| Thu, 23 Mar 2023 | ج.م49.9b | ج.م71.4b | ج.م15.2b | 8.9x | 3.3x | 0.7x |
| Sat, 18 Feb 2023 | ج.م57.5b | ج.م71.3b | ج.م6.4b | 8.9x | 9x | 0.8x |
| Mon, 16 Jan 2023 | ج.م54.0b | ج.م71.1b | ج.م6.3b | 11.2x | 8.6x | 0.8x |
| Wed, 14 Dec 2022 | ج.م53.2b | ج.م72.1b | ج.م5.8b | 9x | 9.1x | 0.7x |
| Fri, 11 Nov 2022 | ج.م42.7b | ج.م72.1b | ج.م5.2b | 10.3x | 8.3x | 0.6x |
| Sun, 09 Oct 2022 | ج.م38.2b | ج.م72.0b | ج.م5.2b | 9.7x | 7.3x | 0.5x |
Price to Earnings Ratio
7.3x
Current Industry PE
- Investors are relatively neutral on the Egyptian 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 7.6x.
- The industry is trading close to its 3-year average PS ratio of 0.93x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 57% per year over the last three years.
- Revenues for these companies have grown 34% 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 Egyptian Consumer Discretionary sector?
| EG Market | 3.96% | |
| Consumer Discretionary | 2.28% | |
| Consumer Durables | 4.75% | |
| Auto | 4.43% | |
| Luxury | 4.08% | |
| Retail Distributors | 3.86% | |
| Consumer Services | 3.50% | |
| Hospitality | 0.74% | |
| Specialty Stores | -5.20% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 13.5x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Specialty Stores industry, which is trading below its 3-year average of 8.6x.
Forecasted Growth
- Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 30% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Auto industry is expected to see its earnings grow by 20% 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 | |
|---|---|---|---|---|---|
| GBCO GB | ج.م22.86 | 6.3% +ج.م1.5b | 57.0% | PE7.2x | |
| TALM Taaleem Management Services CompanyE | ج.م12.22 | 11.1% +ج.م890.9m | 16.4% | PE12x | |
| MTIE MM Group for Industry and International TradeE | ج.م6.87 | 5.7% +ج.م698.7m | 35.2% | PE13.3x | |
| CIRA Cairo For Investment And Real Estate Developments-CIRA Education | ج.م15.29 | 6.9% +ج.م577.0m | 9.2% | PE36.2x | |
| ORHD Orascom Development EgyptE | ج.م21.35 | 2.2% +ج.م508.7m | 53.5% | PE4.3x |