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Israeli (TA) Consumer Discretionary Sector Analysis

UpdatedNov 06, 2025
DataAggregated Company Financials
Companies49
  • 7D0.4%
  • 3M10.5%
  • 1Y30.4%
  • YTD14.6%

Last week, the Consumer Discretionary industry hasn't moved much but Universal Motors Israel is up 7.1% in that time. As for the the longer term, the industry is up 31% over the past 12 months. Looking forward, 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Nov 2025₪79.9b₪87.4b₪3.2b20.8x24.8x0.9x
Sat, 04 Oct 2025₪75.5b₪87.6b₪3.2b20.6x23.3x0.9x
Mon, 01 Sep 2025₪71.0b₪83.2b₪3.1b18.8x23.1x0.9x
Wed, 30 Jul 2025₪73.5b₪82.4b₪3.1b17.4x23.3x0.9x
Fri, 27 Jun 2025₪68.7b₪82.5b₪3.2b17.5x21.8x0.8x
Sun, 25 May 2025₪62.0b₪81.8b₪3.3b15.5x19x0.8x
Tue, 22 Apr 2025₪61.0b₪81.7b₪3.2b14.5x18.9x0.7x
Thu, 20 Mar 2025₪62.0b₪79.1b₪2.9b13.8x21.1x0.8x
Sat, 15 Feb 2025₪66.0b₪78.2b₪2.9b15.4x23.1x0.8x
Mon, 13 Jan 2025₪63.1b₪72.5b₪2.8b13.3x22.8x0.9x
Wed, 11 Dec 2024₪64.2b₪77.9b₪2.9b14.8x21.8x0.8x
Fri, 08 Nov 2024₪55.1b₪76.3b₪2.5b12x21.8x0.7x
Sun, 06 Oct 2024₪51.8b₪76.6b₪2.5b11.9x20.4x0.7x
Tue, 03 Sep 2024₪52.4b₪75.8b₪2.5b12.7x20.8x0.7x
Thu, 01 Aug 2024₪50.4b₪75.2b₪2.6b13.5x19.4x0.7x
Sat, 29 Jun 2024₪49.1b₪75.2b₪2.6b12.3x18.9x0.7x
Mon, 27 May 2024₪54.3b₪74.6b₪2.6b13.1x21.1x0.7x
Wed, 24 Apr 2024₪56.2b₪74.9b₪2.5b14.5x22.2x0.8x
Fri, 22 Mar 2024₪60.3b₪74.5b₪2.6b14.6x22.9x0.8x
Sun, 18 Feb 2024₪55.3b₪74.5b₪2.6b13.8x20.9x0.7x
Tue, 16 Jan 2024₪53.1b₪75.1b₪2.6b12.9x20.5x0.7x
Thu, 14 Dec 2023₪50.3b₪75.0b₪2.6b12x19x0.7x
Sat, 11 Nov 2023₪47.3b₪74.7b₪3.0b10.6x15.9x0.6x
Mon, 09 Oct 2023₪47.8b₪74.7b₪3.0b11.4x16.1x0.6x
Wed, 06 Sep 2023₪51.7b₪74.2b₪2.9b11.9x17.7x0.7x
Fri, 04 Aug 2023₪54.3b₪72.9b₪3.3b13.6x16.6x0.7x
Sun, 02 Jul 2023₪54.0b₪72.5b₪3.2b13.7x16.9x0.7x
Tue, 30 May 2023₪52.4b₪71.1b₪3.4b13.7x15.6x0.7x
Thu, 27 Apr 2023₪49.7b₪69.3b₪3.4b12.6x14.5x0.7x
Sat, 25 Mar 2023₪52.8b₪67.8b₪3.8b12.7x13.8x0.8x
Mon, 20 Feb 2023₪56.6b₪67.2b₪3.9b11.9x14.3x0.8x
Wed, 18 Jan 2023₪59.1b₪67.0b₪4.0b11.8x14.9x0.9x
Fri, 16 Dec 2022₪57.7b₪66.6b₪4.0b12.5x14.3x0.9x
Sun, 13 Nov 2022₪62.8b₪64.2b₪3.9b12.8x16.1x1x
Price to Earnings Ratio

16.1x


Total Market Cap: ₪62.8bTotal Earnings: ₪3.9bTotal Revenue: ₪64.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Israeli Consumer Discretionary Sector Price to Earnings3Y Average 19.3x202320242025
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 19.3x.
  • 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 6.3% per year over the last three years.
  • Meanwhile revenues for these companies have grown 11% 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 Market1.71%
Consumer Discretionary0.37%
Retail Distributors7.26%
Luxury2.03%
Specialty Stores1.33%
Consumer Services1.07%
Auto0%0
Online Retail and Ecommerce0%0
Auto Components-0.36%
Hospitality-0.72%
General Merchandise and Department Stores-0.76%
Consumer Durables-0.97%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.8x.
    • 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 Auto Components industry, expecting annual earnings growth of 36% over the next 5 years.
  • This is better than its past earnings growth rate of 6.1% 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?

CompanyLast Price7D1YValuation
UNMI Universal Motors Israel₪32.147.1%
+₪268.4m
n/aPE14.7x
TDRN Tadiran Group₪183.0012.4%
+₪173.4m
-3.4%PS0.8x
DLTI Delta Israel Brands₪108.606.0%
+₪152.6m
65.0%PE18.2x
DLEA Delek Automotive Systems₪27.114.2%
+₪106.7m
8.0%PE12.5x
PIES Pie Siam₪42.4611.7%
+₪83.0m
n/aPE77.6x

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