Piippo Oyj (HEL:PIIPPO) Is Doing The Right Things To Multiply Its Share Price
Jan 09
Finnish (OMX) Consumer Discretionary Sector Analysis
UpdatedJan 27, 2023
DataAggregated Company Financials
Companies21
- 7D1.7%
- 3M5.5%
- 1Y-42.7%
- YTD6.5%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.3%, driven by a pullback from Tokmanni Group Oyj of 0.5%. Meanwhile, Spinnova Oyj actually outperformed within the industry, gaining 9.7% in the last week. However, the industry is down 43% over the past year. As for the next few years, earnings are expected to grow by 26% per annum.
Sector Valuation and Performance
Has the Finnish Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 27 Jan 2023 | €8.1b | €13.0b | €360.0m | 14.7x | 22.6x | 0.6x |
| Sun, 25 Dec 2022 | €7.5b | €13.0b | €360.0m | 13.4x | 20.7x | 0.6x |
| Tue, 22 Nov 2022 | €7.8b | €12.9b | €359.7m | 14.2x | 21.8x | 0.6x |
| Thu, 20 Oct 2022 | €7.7b | €12.8b | €409.1m | 15x | 18.9x | 0.6x |
| Sat, 17 Sep 2022 | €8.1b | €12.8b | €406.3m | 16.3x | 19.9x | 0.6x |
| Mon, 15 Aug 2022 | €9.2b | €12.6b | €412.0m | 16.5x | 22.3x | 0.7x |
| Wed, 13 Jul 2022 | €8.9b | €12.6b | €644.5m | 14.3x | 13.8x | 0.7x |
| Fri, 10 Jun 2022 | €9.6b | €12.5b | €644.1m | 14.3x | 14.9x | 0.8x |
| Sun, 08 May 2022 | €8.7b | €9.5b | €625.1m | 14.8x | 13.9x | 0.9x |
| Tue, 05 Apr 2022 | €10.3b | €9.3b | €575.4m | 17.6x | 17.9x | 1.1x |
| Thu, 03 Mar 2022 | €10.0b | €8.5b | €595.4m | 17.4x | 16.9x | 1.2x |
| Sat, 29 Jan 2022 | €13.1b | €8.1b | €316.3m | 19.2x | 41.5x | 1.6x |
| Mon, 27 Dec 2021 | €13.9b | €8.1b | €316.5m | 20.4x | 43.8x | 1.7x |
| Wed, 24 Nov 2021 | €14.2b | €8.1b | €314.7m | 19.7x | 45x | 1.8x |
| Fri, 22 Oct 2021 | €13.7b | €7.8b | €244.3m | 22.2x | 56.3x | 1.8x |
| Sun, 19 Sep 2021 | €13.4b | €7.8b | €244.3m | 21.4x | 54.8x | 1.7x |
| Tue, 17 Aug 2021 | €13.3b | €7.5b | €224.3m | 22.1x | 59.2x | 1.8x |
| Tue, 01 Jun 2021 | €11.8b | €7.1b | €47.6m | 24x | 247.1x | 1.7x |
| Fri, 05 Mar 2021 | €9.9b | €6.8b | -€46,744,616.00 | 27.3x | -210.9x | 1.4x |
| Mon, 07 Dec 2020 | €8.9b | €7.0b | €222.4m | 21.2x | 39.9x | 1.3x |
| Thu, 10 Sep 2020 | €7.4b | €7.0b | €194.6m | 20.2x | 38x | 1.1x |
| Wed, 03 Jun 2020 | €6.4b | €7.3b | €317.5m | 19.7x | 20.1x | 0.9x |
| Sat, 07 Mar 2020 | €6.8b | €7.4b | €540.6m | 17.4x | 12.6x | 0.9x |
Price to Earnings Ratio
12.8x
Current Industry PE
- Investors are pessimistic on the Finnish Consumer Discretionary 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 22.4x which is lower than its 3-year average PE of 27.7x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.62x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 12% per year over the last three years.
- Meanwhile revenues for these companies have grown 22% per year.
- This means that although more sales are being generated, 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 Finnish Consumer Discretionary sector?
| FI Market | 1.07% | |
| Consumer Discretionary | 1.70% | |
| Luxury | 6.13% | |
| Specialty Stores | 3.63% | |
| Consumer Durables | 1.46% | |
| General Merchanise and Department Stores | 1.45% | |
| Leisure | 0.69% | |
| Auto Components | 0.54% | |
| Auto | 0% | |
| Consumer Services | 0% | |
| Hospitality | -0.16% | |
| Online Retail and Ecommerce | -0.18% | |
| Retail Distributors | -1.65% | |
Industry PE
- Investors are most optimistic about the Luxury industry even though it's trading below its 3-year average PE ratio of 66.3x.
- Analysts are expecting annual earnings growth of 35.0%, which is lower than the prior year's growth of 115.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 75% over the next 5 years.
- In contrast, the General Merchanise and Department Stores industry is expected to see its earnings decline by 5.2% 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 | |
|---|---|---|---|---|---|
| SPINN Spinnova Oyj | €7.04 | 9.0% +€29.9m | -33.8% | PS27.2x | |
| MUSTI Musti Group Oyj | €16.02 | 4.4% +€22.6m | -38.5% | PE23.9x | |
| PUUILO Puuilo Oyj | €6.41 | 3.1% +€16.5m | -16.7% | PE15.9x | |
| MEKKO Marimekko Oyj | €9.38 | 3.6% +€13.4m | -32.1% | PE15.5x | |
| FSKRS Fiskars Oyj Abp | €16.68 | 1.0% +€12.9m | -26.4% | PE12.8x |
