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Spanish (IBEX) Consumer Discretionary Sector Analysis

UpdatedDec 31, 2024
DataAggregated Company Financials
Companies19
  • 7D0.4%
  • 3M-2.9%
  • 1Y21.4%
  • YTD22.1%

The Consumer Discretionary industry has stayed flat over the last week. As for the the longer term, the industry is up 22% over the past 12 months. As for the next few years, earnings are expected to grow by 8.5% per annum.

Sector Valuation and Performance

Has the Spanish Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 31 Dec 2024€197.4b€66.2b€8.0b14.2x24.7x3x
Thu, 28 Nov 2024€202.1b€65.6b€7.9b15.7x25.6x3.1x
Sat, 26 Oct 2024€211.2b€65.4b€7.8b15.7x27x3.2x
Mon, 23 Sep 2024€201.6b€65.4b€7.8b12.2x25.7x3.1x
Wed, 21 Aug 2024€186.4b€64.7b€7.7b11.7x24.2x2.9x
Fri, 19 Jul 2024€178.9b€64.5b€7.7b13.3x23.3x2.8x
Sun, 16 Jun 2024€182.4b€64.5b€7.7b13.4x23.8x2.8x
Tue, 14 May 2024€174.1b€63.9b€7.5b13.8x23.2x2.7x
Thu, 11 Apr 2024€172.2b€63.7b€7.5b13.6x23.1x2.7x
Sat, 09 Mar 2024€162.6b€62.9b€7.2b12.5x22.5x2.6x
Mon, 05 Feb 2024€162.7b€62.2b€7.2b10.9x22.7x2.6x
Wed, 03 Jan 2024€161.6b€62.2b€7.2b11.7x22.5x2.6x
Fri, 01 Dec 2023€156.3b€61.6b€6.9b11.7x22.8x2.5x
Sun, 29 Oct 2023€135.7b€61.4b€6.8b11.3x20.1x2.2x
Tue, 26 Sep 2023€147.3b€60.4b€6.4b10.9x22.8x2.4x
Thu, 24 Aug 2023€145.3b€60.4b€6.4b11.5x22.6x2.4x
Sat, 22 Jul 2023€150.4b€59.6b€6.4b13.7x23.6x2.5x
Mon, 19 Jun 2023€150.3b€59.6b€6.4b13.7x23.5x2.5x
Wed, 17 May 2023€137.5b€58.7b€6.0b13.4x23x2.3x
Fri, 14 Apr 2023€134.7b€57.1b€5.7b13.9x23.8x2.4x
Sun, 12 Mar 2023€102.3b€51.5b€4.7b12.3x21.8x2x
Tue, 07 Feb 2023€100.8b€50.4b€4.6b11.4x22x2x
Thu, 05 Jan 2023€91.2b€50.4b€4.6b10x19.9x1.8x
Sat, 03 Dec 2022€88.4b€49.6b€4.5b9.9x19.6x1.8x
Mon, 31 Oct 2022€82.4b€48.2b€4.3b10.3x19.2x1.7x
Wed, 28 Sep 2022€74.8b€47.9b€4.3b9.5x17.5x1.6x
Fri, 26 Aug 2022€82.4b€46.7b€4.1b10.8x20.2x1.8x
Sun, 24 Jul 2022€86.7b€45.3b€3.9b11.4x22.3x1.9x
Tue, 21 Jun 2022€79.2b€45.1b€3.9b10.7x20.4x1.8x
Thu, 19 May 2022€75.1b€43.0b€3.4b9.7x21.8x1.7x
Sat, 16 Apr 2022€74.1b€42.5b€3.4b9.2x22x1.7x
Mon, 14 Mar 2022€77.6b€40.5b€3.1b9x25.4x1.9x
Wed, 09 Feb 2022€90.9b€40.2b€2.7b16.8x34x2.3x
Fri, 07 Jan 2022€100.1b€40.2b€2.7b20.2x37.5x2.5x
Price to Earnings Ratio

37.5x


Total Market Cap: €100.1bTotal Earnings: €2.7bTotal Revenue: €40.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Spanish Consumer Discretionary Sector Price to Earnings3Y Average 23.2x20232024
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 23.2x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 44% per year over the last three years.
  • Revenues for these companies have grown 18% 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 Market0.75%
Consumer Discretionary0.40%
Consumer Durables1.60%
Auto Components1.44%
Specialty Stores0.40%
Hospitality0.20%
Auto0%
Leisure0%
Consumer Services0%
Retail Distributors0%
Online Retail and Ecommerce0%
General Merchandise and Department Stores0%
Luxury-0.15%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 27.8x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 20% over the next 5 years.
  • In contrast, the Consumer Durables industry is expected to see its earnings decline by 4.3% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ITX Industria de Diseño Textil€49.640.4%
+€622.9m		25.9%PE27x
CIE CIE Automotive€25.401.8%
+€53.9m		-1.2%PE9.7x
EDR eDreams ODIGEO€8.383.8%
+€37.0m		9.3%PE28.3x
HOME Neinor Homes€16.541.6%
+€19.4m		56.6%PE12.9x
AMS Amadeus IT Group€67.580.06%
+€17.4m		4.2%PE23.2x
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7D

-0.6%

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MEL

€7.35

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7D

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€2.41

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0.8%

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€1.65

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2.0%