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Egyptian (CASE/EGX) Consumer Discretionary Sector Analysis
UpdatedFeb 22, 2025
DataAggregated Company Financials
Companies28
- 7D3.0%
- 3M2.1%
- 1Y15.5%
- YTD-0.7%
In the last week, the Consumer Discretionary industry is up 3.0%, with Orascom Development EgyptE up 15%. This means that the industry has gained 16% over the past year. Looking forward, earnings are forecast to grow by 22% annually.
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 |
|---|---|---|---|---|---|---|
| Sat, 22 Feb 2025 | ج.م126.9b | ج.م121.4b | ج.م12.3b | 13.7x | 10.3x | 1x |
| Mon, 20 Jan 2025 | ج.م126.0b | ج.م121.0b | ج.م12.1b | 13.4x | 10.4x | 1x |
| Wed, 18 Dec 2024 | ج.م130.5b | ج.م120.8b | ج.م12.0b | 14.3x | 10.9x | 1.1x |
| Fri, 15 Nov 2024 | ج.م120.3b | ج.م108.5b | ج.م11.8b | 12x | 10.2x | 1.1x |
| Sun, 13 Oct 2024 | ج.م108.2b | ج.م108.4b | ج.م11.8b | 12.7x | 9.1x | 1x |
| Tue, 10 Sep 2024 | ج.م107.3b | ج.م108.0b | ج.م11.7b | 12.2x | 9.2x | 1x |
| Thu, 08 Aug 2024 | ج.م101.7b | ج.م98.2b | ج.م9.8b | 10x | 10.4x | 1x |
| Sat, 06 Jul 2024 | ج.م103.8b | ج.م98.0b | ج.م9.6b | 10.5x | 10.8x | 1.1x |
| Mon, 03 Jun 2024 | ج.م93.2b | ج.م92.8b | ج.م8.2b | 10.8x | 11.4x | 1x |
| Wed, 01 May 2024 | ج.م87.1b | ج.م90.4b | ج.م9.3b | 10.6x | 9.4x | 1x |
| Fri, 29 Mar 2024 | ج.م95.6b | ج.م89.2b | ج.م8.9b | 12.6x | 10.7x | 1.1x |
| Sun, 25 Feb 2024 | ج.م101.2b | ج.م83.3b | ج.م16.5b | 16.9x | 6.1x | 1.2x |
| Tue, 23 Jan 2024 | ج.م96.1b | ج.م83.0b | ج.م16.4b | 18.1x | 5.9x | 1.2x |
| Thu, 21 Dec 2023 | ج.م90.2b | ج.م81.9b | ج.م17.2b | 13.5x | 5.2x | 1.1x |
| Sat, 18 Nov 2023 | ج.م72.4b | ج.م77.5b | ج.م16.7b | 11.7x | 4.3x | 0.9x |
| Mon, 16 Oct 2023 | ج.م64.4b | ج.م74.3b | ج.م16.3b | 9.4x | 4x | 0.9x |
| Wed, 13 Sep 2023 | ج.م65.7b | ج.م74.0b | ج.م16.2b | 8.6x | 4.1x | 0.9x |
| Fri, 11 Aug 2023 | ج.م66.2b | ج.م72.1b | ج.م15.9b | 8.3x | 4.2x | 0.9x |
| Sun, 09 Jul 2023 | ج.م62.1b | ج.م70.7b | ج.م15.4b | 8.8x | 4x | 0.9x |
| Tue, 06 Jun 2023 | ج.م63.0b | ج.م73.3b | ج.م15.1b | 8.9x | 4.2x | 0.9x |
| Thu, 04 May 2023 | ج.م57.5b | ج.م71.2b | ج.م15.2b | 8.4x | 3.8x | 0.8x |
| Sat, 01 Apr 2023 | ج.م51.7b | ج.م71.2b | ج.م15.2b | 8.4x | 3.4x | 0.7x |
| Mon, 27 Feb 2023 | ج.م55.8b | ج.م71.3b | ج.م6.4b | 8.9x | 8.7x | 0.8x |
| Wed, 25 Jan 2023 | ج.م55.7b | ج.م71.1b | ج.م6.3b | 11.2x | 8.8x | 0.8x |
| Fri, 23 Dec 2022 | ج.م52.2b | ج.م72.1b | ج.م5.8b | 8.9x | 9x | 0.7x |
| Sun, 20 Nov 2022 | ج.م44.4b | ج.م69.0b | ج.م5.4b | 11.9x | 8.2x | 0.6x |
| Tue, 18 Oct 2022 | ج.م37.5b | ج.م72.1b | ج.م5.2b | 9.8x | 7.2x | 0.5x |
| Thu, 15 Sep 2022 | ج.م38.8b | ج.م72.0b | ج.م5.1b | 7.4x | 7.6x | 0.5x |
| Sat, 13 Aug 2022 | ج.م34.8b | ج.م70.7b | ج.م5.1b | 10.1x | 6.8x | 0.5x |
| Mon, 11 Jul 2022 | ج.م30.4b | ج.م70.7b | ج.م5.0b | 9.2x | 6.1x | 0.4x |
| Wed, 08 Jun 2022 | ج.م34.1b | ج.م70.3b | ج.م4.7b | 12x | 7.3x | 0.5x |
| Fri, 06 May 2022 | ج.م37.4b | ج.م68.8b | ج.م4.8b | 12.7x | 7.9x | 0.5x |
| Sun, 03 Apr 2022 | ج.م37.4b | ج.م68.5b | ج.م4.7b | 12.6x | 7.9x | 0.5x |
| Tue, 01 Mar 2022 | ج.م41.3b | ج.م61.8b | ج.م5.0b | 12.6x | 8.2x | 0.7x |
Price to Earnings Ratio
8.2x
Current Industry PE
- Investors are optimistic on the Egyptian Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 10.3x which is higher than its 3-year average PE of 7.4x.
- The 3-year average PS ratio of 0.85x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 35% 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 Egyptian Consumer Discretionary sector?
| EG Market | 2.76% | |
| Consumer Discretionary | 3.01% | |
| Consumer Durables | 5.18% | |
| Retail Distributors | 5.09% | |
| Auto | 4.50% | |
| Hospitality | 4.34% | |
| Luxury | 0.17% | |
| Auto Components | 0% | 0 |
| Leisure | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| General Merchandise and Department Stores | 0% | 0 |
| Consumer Services | -1.46% | |
| Specialty Stores | -3.33% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 12.5x.
- 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 8.3x.
Forecasted Growth
- Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings decline of 76% per year.
- In contrast, the Hospitality industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| ORHD Orascom Development EgyptE | ج.م20.10 | 15.2% +ج.م3.0b | 41.5% | PE7.9x | |
| ORWE Oriental Weavers Carpets Company (S.A.E) | ج.م25.18 | 5.2% +ج.م824.7m | -0.7% | PE8.8x | |
| GBCO GB | ج.م16.71 | 4.5% +ج.م781.6m | 95.4% | PE7.7x | |
| MTIE MM Group for Industry and International TradeE | ج.م7.43 | 5.1% +ج.م543.8m | 15.7% | PE13.7x | |
| MHOT Misr Hotels | ج.م28.00 | 3.9% +ج.م419.8m | 7.5% | PE6.2x |