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Israeli (TA) Consumer Discretionary Sector Analysis

UpdatedDec 03, 2022
DataAggregated Company Financials
Companies48
  • 7D0.3%
  • 3M-14.2%
  • 1Y-19.9%
  • YTD-25.0%

Last week, the Consumer Discretionary industry hasn't moved much but Electra Consumer Products (1970) is up 16% in that time. Unfortunately though, the industry is down 20% over the past 12 months. Looking forward, earnings are forecast to grow by 46% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 03 Dec 2022₪60.6b₪66.5b₪4.0b13.1x15x0.9x
Mon, 31 Oct 2022₪63.1b₪64.5b₪3.9b13.2x16.1x1x
Wed, 28 Sep 2022₪65.9b₪64.4b₪3.9b12.8x16.8x1x
Fri, 26 Aug 2022₪70.6b₪62.4b₪3.8b13.6x18.5x1.1x
Sun, 24 Jul 2022₪67.2b₪60.5b₪4.0b13.5x17x1.1x
Tue, 21 Jun 2022₪60.7b₪60.5b₪4.0b13.1x15.3x1x
Thu, 19 May 2022₪69.7b₪57.1b₪3.8b10.7x18.4x1.2x
Sat, 16 Apr 2022₪75.1b₪56.5b₪3.7b13.7x20.1x1.3x
Mon, 14 Mar 2022₪75.9b₪53.6b₪2.9b12.4x26.1x1.4x
Wed, 09 Feb 2022₪78.4b₪52.8b₪2.9b12.8x27.2x1.5x
Fri, 07 Jan 2022₪79.8b₪52.5b₪2.9bn/a27.8x1.5x
Sun, 05 Dec 2021₪73.7b₪51.7b₪2.9b12.9x25x1.4x
Tue, 02 Nov 2021₪69.9b₪48.1b₪2.3b12.6x30.7x1.5x
Thu, 30 Sep 2021₪65.6b₪48.3b₪2.3b11.8x28.7x1.4x
Sat, 28 Aug 2021₪60.6b₪45.5b₪3.3b11.3x18.4x1.3x
Sun, 04 Jul 2021₪57.2b₪45.5b₪3.3b12.7x17.4x1.3x
Wed, 07 Apr 2021₪48.7b₪41.5b₪2.5b10.4x19.7x1.2x
Sat, 09 Jan 2021₪44.0b₪40.2b₪77.7m15.1x566.9x1.1x
Fri, 02 Oct 2020₪33.1b₪43.5b₪661.6m8.9x50x0.8x
Mon, 06 Jul 2020₪25.4b₪39.3b₪635.0m8.3x40x0.6x
Thu, 09 Apr 2020₪21.8b₪42.9b₪1.2b9.8x18.1x0.5x
Wed, 01 Jan 2020₪35.9b₪48.0b₪2.0b12.5x18.1x0.7x
Price to Earnings Ratio

21x


Total Market Cap: ₪34.4bTotal Earnings: ₪1.6bTotal Revenue: ₪43.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Israeli Consumer Discretionary Sector Price to Earnings3Y Average -7.6x202020212022
Current Industry PE
  • Investors are pessimistic on the Israeli 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 15.0x which is higher than its 3-year average PE of -7.6x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.91x.
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 15% 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 Israeli Consumer Discretionary sector?

IL Market0.097%
Consumer Discretionary0.31%
Consumer Services10.54%
General Merchanise and Department Stores7.17%
Consumer Durables4.34%
Retail Distributors1.99%
Online Retail and Ecommerce0.41%
Auto0%
Leisure0%
Auto Components-0.43%
Specialty Stores-0.98%
Hospitality-1.64%
Luxury-2.65%
Industry PE
  • Investors are most optimistic about the Online Retail and Ecommerce industry which is trading above its 3-year average PE ratio of 40.5x.
    • 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 Auto Components industry, expecting annual earnings growth of 46% over the next 5 years.
  • This is better than its past earnings decline of 24% per year.
  • In contrast, the Auto Components industry is expected to see its earnings grow by 46% 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
ECP Electra Consumer Products (1970)₪138.0016.1%
+₪416.9m
-8.7%PE29.5x
DLEA Delek Automotive Systems₪47.657.9%
+₪328.0m
9.5%PE5.8x
MTRN Maytronics₪39.924.0%
+₪167.1m
-48.0%PE17.6x
DNYA Danya Cebus₪89.104.3%
+₪115.7m
8.7%PE16.1x
TDRN Tadiran Group₪388.803.1%
+₪100.5m
-3.5%PE23x
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Latest News

MTRN

₪39.92

Maytronics

7D

4.0%

1Y

-48.0%

DUNI

₪156.60

Duniec Bros

7D

-4.3%

1Y

-23.5%

CRSM

₪22.53

Carasso Motors

7D

1.7%

1Y

12.7%

DLEA

₪47.65

Delek Automotive Systems

7D

7.9%

1Y

9.5%

CAST

₪68.51

Castro Model

7D

-19.0%

1Y

-37.0%

MAXO

₪5.54

Max Stock

7D

10.8%

1Y

-51.2%

ECP

₪138.00

Electra Consumer Products (1970)

7D

16.1%

1Y

-8.7%

DNYA

₪89.10

Danya Cebus

7D

4.3%

1Y

8.7%

DRAL

₪114.70

Dor Alon Energy In Israel (1988)

7D

-5.5%

1Y

18.1%

ISRO

₪91.85

Isrotel

7D

-2.0%

1Y

-8.7%

RTLS

₪65.24

Retailors

7D

-4.0%

1Y

-29.9%

DELG

₪145.20

Delta Galil Industries

7D

-3.2%

1Y

-24.5%

TDRN

₪388.80

Tadiran Group

7D

3.1%

1Y

-3.5%

TRX

₪6.97

Terminal X Online

7D

4.0%

1Y

-51.4%