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Dec 10
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Israeli (TA) Consumer Discretionary Sector Analysis
UpdatedDec 10, 2025
DataAggregated Company Financials
Companies49
- 7D-1.8%
- 3M3.9%
- 1Y11.6%
- YTD12.3%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.8%, driven by declines in Azorim-Investment Development & Construction and Universal Motors Israel of 5.9% and 5.8%, respectively. Meanwhile, Dor Alon Energy In Israel (1988) actually outperformed within the industry, gaining 5.8% in the last week. Over the past 12 months, the industry was up 12%. Earnings are forecast to grow by 36% annually.
Sector Valuation and Performance
Has the Israeli Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 11 Dec 2025 | ₪78.2b | ₪88.5b | ₪3.2b | 15x | 24.6x | 0.9x |
| Sat, 08 Nov 2025 | ₪79.2b | ₪87.4b | ₪3.2b | 21.6x | 24.6x | 0.9x |
| Mon, 06 Oct 2025 | ₪76.2b | ₪87.5b | ₪3.2b | 20.6x | 23.5x | 0.9x |
| Wed, 03 Sep 2025 | ₪69.3b | ₪83.2b | ₪3.0b | 19x | 23.1x | 0.8x |
| Fri, 01 Aug 2025 | ₪72.9b | ₪82.5b | ₪3.2b | 17.3x | 23.1x | 0.9x |
| Sun, 29 Jun 2025 | ₪68.7b | ₪82.5b | ₪3.2b | 17.5x | 21.8x | 0.8x |
| Tue, 27 May 2025 | ₪63.8b | ₪81.7b | ₪3.3b | 15.7x | 19.6x | 0.8x |
| Thu, 24 Apr 2025 | ₪62.5b | ₪81.5b | ₪3.2b | 14.7x | 19.4x | 0.8x |
| Sat, 22 Mar 2025 | ₪61.4b | ₪79.3b | ₪2.9b | 14.4x | 20.8x | 0.8x |
| Mon, 17 Feb 2025 | ₪66.4b | ₪78.2b | ₪2.9b | 15.5x | 23.2x | 0.8x |
| Wed, 15 Jan 2025 | ₪64.2b | ₪72.3b | ₪2.8b | 13.9x | 23.2x | 0.9x |
| Fri, 13 Dec 2024 | ₪64.2b | ₪77.8b | ₪2.9b | 15.1x | 21.8x | 0.8x |
| Sun, 10 Nov 2024 | ₪55.1b | ₪76.4b | ₪2.5b | 11.9x | 21.8x | 0.7x |
| Tue, 08 Oct 2024 | ₪51.1b | ₪76.6b | ₪2.5b | 12.1x | 20.2x | 0.7x |
| Thu, 05 Sep 2024 | ₪52.0b | ₪76.0b | ₪2.5b | 12.3x | 20.6x | 0.7x |
| Sat, 03 Aug 2024 | ₪49.3b | ₪75.3b | ₪2.6b | 13.4x | 18.9x | 0.7x |
| Mon, 01 Jul 2024 | ₪49.1b | ₪75.2b | ₪2.6b | 12.5x | 18.9x | 0.7x |
| Wed, 29 May 2024 | ₪54.4b | ₪74.5b | ₪2.6b | 13.1x | 20.9x | 0.7x |
| Fri, 26 Apr 2024 | ₪56.2b | ₪74.9b | ₪2.6b | 13.7x | 21.9x | 0.8x |
| Sun, 24 Mar 2024 | ₪60.3b | ₪74.5b | ₪2.6b | 14.5x | 22.8x | 0.8x |
| Tue, 20 Feb 2024 | ₪56.2b | ₪74.6b | ₪2.6b | 13.7x | 21.2x | 0.8x |
| Thu, 18 Jan 2024 | ₪52.3b | ₪75.2b | ₪2.6b | 12.8x | 20.1x | 0.7x |
| Sat, 16 Dec 2023 | ₪52.2b | ₪75.0b | ₪2.6b | 12.4x | 19.8x | 0.7x |
| Mon, 13 Nov 2023 | ₪47.3b | ₪74.7b | ₪3.0b | 10.5x | 15.9x | 0.6x |
| Wed, 11 Oct 2023 | ₪48.7b | ₪75.0b | ₪3.0b | 11.3x | 16.3x | 0.7x |
| Fri, 08 Sep 2023 | ₪51.1b | ₪74.2b | ₪2.9b | 12x | 17.5x | 0.7x |
| Sun, 06 Aug 2023 | ₪54.3b | ₪73.0b | ₪3.4b | 12.9x | 16x | 0.7x |
| Tue, 04 Jul 2023 | ₪54.6b | ₪72.4b | ₪3.2b | 13.8x | 17.1x | 0.8x |
| Thu, 01 Jun 2023 | ₪51.8b | ₪71.5b | ₪3.4b | 13.4x | 15.1x | 0.7x |
| Sat, 29 Apr 2023 | ₪50.4b | ₪69.8b | ₪3.4b | 12.6x | 14.7x | 0.7x |
| Mon, 27 Mar 2023 | ₪51.3b | ₪68.4b | ₪3.7b | 12.2x | 13.7x | 0.7x |
| Wed, 22 Feb 2023 | ₪54.3b | ₪67.5b | ₪4.0b | 12.1x | 13.7x | 0.8x |
| Fri, 20 Jan 2023 | ₪57.7b | ₪67.0b | ₪4.0b | 11.4x | 14.5x | 0.9x |
| Sun, 18 Dec 2022 | ₪57.7b | ₪66.7b | ₪4.0b | 12.5x | 14.3x | 0.9x |
Price to Earnings Ratio
14.3x
Current Industry PE
- Investors are optimistic on the Israeli Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 24.6x which is higher than its 3-year average PE of 19.5x.
- The industry is trading close to its 3-year average PS ratio of 0.77x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 7.6% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.9% 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 Israeli Consumer Discretionary sector?
| IL Market | 0.74% | |
| Consumer Discretionary | -1.75% | |
| Consumer Services | 1.27% | |
| Hospitality | 0.35% | |
| Auto | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| General Merchandise and Department Stores | -1.83% | |
| Specialty Stores | -2.23% | |
| Retail Distributors | -2.91% | |
| Luxury | -3.02% | |
| Consumer Durables | -3.64% | |
| Auto Components | -4.29% | |
Industry PE
- Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 8.5x.
- Analysts are expecting annual earnings growth of 35.8%, which is lower than the prior year's growth of 58.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 36% over the next 5 years.
- However this is lower than its past earnings growth rate of 58% per year.
- In contrast, the Auto Components industry is expected to see its earnings grow by 36% 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 | |
|---|---|---|---|---|---|
| ISRO Isrotel | ₪138.10 | 0.3% +₪22.6m | 60.6% | PE30.7x | |
| TRA Tarya Israel | ₪0.58 | 7.0% +₪11.3m | 29.5% | PS4.5x | |
| QNCO Y.Z. Queenco | ₪8.45 | 2.4% +₪5.8m | 78.3% | PE8.6x | |
| TDRN Tadiran Group | ₪137.00 | 0.4% +₪5.2m | -47.2% | PS0.6x | |
| BRMG Brimag Digital Age | ₪24.14 | 1.5% +₪3.5m | 44.6% | PE6.8x |
