Industria de Diseño Textil (BME:ITX) Is Very Good At Capital Allocation
Aug 09
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Spanish (IBEX) Consumer Discretionary Sector Analysis
UpdatedAug 13, 2025
DataAggregated Company Financials
Companies18
- 7D1.7%
- 3M-8.7%
- 1Y1.0%
- YTD-12.1%
Over the last 7 days, the Consumer Discretionary industry has risen 1.6%, driven by gains from Industria de Diseño Textil of 2.4%. Overall in the last year, the industry is flat. Earnings are forecast to grow by 8.3% annually.
Sector Valuation and Performance
Has the Spanish Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 13 Aug 2025 | €177.7b | €67.5b | €8.1b | 22.1x | 21.9x | 2.6x |
| Fri, 11 Jul 2025 | €184.3b | €67.7b | €8.9b | 22.6x | 20.7x | 2.7x |
| Sun, 08 Jun 2025 | €198.9b | €67.9b | €8.9b | 20.4x | 22.2x | 2.9x |
| Tue, 06 May 2025 | €192.5b | €67.1b | €8.2b | 18.5x | 23.6x | 2.9x |
| Thu, 03 Apr 2025 | €188.9b | €67.1b | €8.2b | 16.3x | 23.2x | 2.8x |
| Sat, 01 Mar 2025 | €204.4b | €66.6b | €8.0b | 15.8x | 25.5x | 3.1x |
| Mon, 27 Jan 2025 | €195.4b | €66.2b | €8.0b | 14.5x | 24.4x | 2.9x |
| Wed, 25 Dec 2024 | €197.1b | €66.2b | €8.0b | 14.3x | 24.7x | 3x |
| Fri, 22 Nov 2024 | €202.2b | €65.6b | €7.9b | 15.5x | 25.6x | 3.1x |
| Sun, 20 Oct 2024 | €208.9b | €65.4b | €7.8b | 12.7x | 26.7x | 3.2x |
| Tue, 17 Sep 2024 | €195.7b | €65.4b | €7.8b | 12x | 25x | 3x |
| Thu, 15 Aug 2024 | €175.5b | €64.7b | €7.7b | 11.8x | 22.8x | 2.7x |
| Sat, 13 Jul 2024 | €186.1b | €64.5b | €7.7b | 13.1x | 24.2x | 2.9x |
| Mon, 10 Jun 2024 | €183.3b | €64.5b | €7.7b | 13.6x | 23.9x | 2.8x |
| Wed, 08 May 2024 | €171.4b | €63.7b | €7.5b | 14x | 23x | 2.7x |
| Fri, 05 Apr 2024 | €179.6b | €63.7b | €7.5b | 13.9x | 24.1x | 2.8x |
| Sun, 03 Mar 2024 | €163.7b | €62.9b | €7.2b | 11.5x | 22.7x | 2.6x |
| Tue, 30 Jan 2024 | €160.8b | €62.2b | €7.2b | 10.8x | 22.4x | 2.6x |
| Thu, 28 Dec 2023 | €162.0b | €62.2b | €7.2b | 11.7x | 22.6x | 2.6x |
| Sat, 25 Nov 2023 | €154.4b | €61.6b | €6.9b | 11.7x | 22.5x | 2.5x |
| Mon, 23 Oct 2023 | €138.7b | €61.4b | €6.8b | 11.7x | 20.5x | 2.3x |
| Wed, 20 Sep 2023 | €148.4b | €60.4b | €6.4b | 11.5x | 23x | 2.5x |
| Fri, 18 Aug 2023 | €145.1b | €60.4b | €6.4b | 11.7x | 22.6x | 2.4x |
| Sun, 16 Jul 2023 | €150.4b | €59.6b | €6.4b | 13.6x | 23.5x | 2.5x |
| Tue, 13 Jun 2023 | €147.5b | €59.6b | €6.4b | 13.8x | 23.1x | 2.5x |
| Thu, 11 May 2023 | €137.5b | €58.5b | €5.9b | 12.6x | 23.3x | 2.3x |
| Sat, 08 Apr 2023 | €133.2b | €57.1b | €5.7b | 13.9x | 23.6x | 2.3x |
| Mon, 06 Mar 2023 | €102.9b | €51.5b | €4.7b | 12.5x | 21.9x | 2x |
| Wed, 01 Feb 2023 | €100.2b | €50.4b | €4.6b | 11x | 21.8x | 2x |
| Fri, 30 Dec 2022 | €88.0b | €50.4b | €4.6b | 10x | 19.2x | 1.7x |
| Sun, 27 Nov 2022 | €87.2b | €49.4b | €4.4b | 9.3x | 19.8x | 1.8x |
| Tue, 25 Oct 2022 | €78.4b | €48.2b | €4.3b | 9.8x | 18.2x | 1.6x |
| Thu, 22 Sep 2022 | €78.0b | €47.9b | €4.3b | 9.9x | 18.2x | 1.6x |
| Sat, 20 Aug 2022 | €87.7b | €46.7b | €4.1b | 11.2x | 21.5x | 1.9x |
Price to Earnings Ratio
21.5x
Current Industry PE
- Investors are relatively neutral on the Spanish 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 22.7x.
- The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 26% per year over the last three years.
- Revenues for these companies have grown 13% 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 Spanish Consumer Discretionary sector?
| ES Market | 2.67% | |
| Consumer Discretionary | 1.72% | |
| Luxury | 8.52% | |
| Specialty Stores | 2.40% | |
| Auto Components | 1.07% | |
| Consumer Durables | 0.11% | |
| Auto | 0% | 0 |
| Leisure | 0% | 0 |
| Consumer Services | 0% | 0 |
| Hospitality | -0.46% | |
Industry PE
- Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 6.2x.
- Analysts are expecting annual earnings growth of 51.3%, which is higher than its past year's earnings growth of 25.6% per year.
- Investors are most pessimistic about the Auto Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 8.8x.
Forecasted Growth
- Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 51% over the next 5 years.
- This is better than its past earnings growth rate of 26% per year.
- In contrast, the Specialty Stores industry is expected to see its earnings grow by 7.4% 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 | |
|---|---|---|---|---|---|
| ITX Industria de Diseño Textil | €42.27 | 2.4% +€3.1b | -4.8% | PE22.4x | |
| CIRSA Cirsa Enterprises | €15.37 | 6.0% +€146.2m | n/a | PE162.8x | |
| MEL Meliá Hotels International | €8.10 | 3.1% +€52.8m | 30.3% | PE10.3x | |
| GEST Gestamp Automoción | €3.41 | 2.5% +€47.8m | 34.2% | PE12.3x | |
| NXT Nueva Expresión Textil | €0.53 | 9.9% +€19.4m | 76.8% | PE46.4x |
