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Israeli (TA) Consumer Discretionary Sector Analysis
UpdatedSep 16, 2025
DataAggregated Company Financials
Companies48
- 7D-1.6%
- 3M9.1%
- 1Y31.9%
- YTD5.2%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.6%, and Azorim-Investment Development & Construction contributed the most with a 8.2% decline. This takes the industry's 12 month performance to a gain of 32%. 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 |
|---|---|---|---|---|---|---|
| Wed, 17 Sep 2025 | ₪70.0b | ₪82.8b | ₪3.0b | 19.9x | 23.6x | 0.8x |
| Fri, 15 Aug 2025 | ₪70.3b | ₪82.5b | ₪3.1b | 16.5x | 22.5x | 0.9x |
| Sun, 13 Jul 2025 | ₪74.0b | ₪82.3b | ₪3.1b | 18.1x | 23.5x | 0.9x |
| Tue, 10 Jun 2025 | ₪62.7b | ₪82.7b | ₪3.2b | 16.7x | 19.9x | 0.8x |
| Thu, 08 May 2025 | ₪63.8b | ₪81.7b | ₪3.2b | 15.2x | 19.6x | 0.8x |
| Sat, 05 Apr 2025 | ₪60.9b | ₪81.7b | ₪3.2b | 14.8x | 18.9x | 0.7x |
| Mon, 03 Mar 2025 | ₪66.6b | ₪78.3b | ₪2.9b | 15.5x | 23.2x | 0.9x |
| Wed, 29 Jan 2025 | ₪64.2b | ₪78.0b | ₪2.9b | 14.8x | 22.1x | 0.8x |
| Fri, 27 Dec 2024 | ₪63.1b | ₪78.1b | ₪2.9b | 14.1x | 21.4x | 0.8x |
| Sun, 24 Nov 2024 | ₪58.3b | ₪76.9b | ₪2.6b | 13x | 22.4x | 0.8x |
| Tue, 22 Oct 2024 | ₪52.5b | ₪76.5b | ₪2.5b | 11.8x | 20.7x | 0.7x |
| Thu, 19 Sep 2024 | ₪49.7b | ₪75.1b | ₪2.4b | 11.7x | 20.4x | 0.7x |
| Sat, 17 Aug 2024 | ₪51.5b | ₪75.2b | ₪2.6b | 14.2x | 19.6x | 0.7x |
| Mon, 15 Jul 2024 | ₪51.4b | ₪74.8b | ₪2.6b | 13.6x | 19.8x | 0.7x |
| Wed, 12 Jun 2024 | ₪50.3b | ₪74.9b | ₪2.4b | 15.4x | 20.5x | 0.7x |
| Fri, 10 May 2024 | ₪57.1b | ₪74.7b | ₪2.6b | 14.2x | 22.3x | 0.8x |
| Sun, 07 Apr 2024 | ₪57.2b | ₪74.9b | ₪2.5b | 13.7x | 22.6x | 0.8x |
| Tue, 05 Mar 2024 | ₪58.9b | ₪74.3b | ₪2.6b | 14.2x | 22.3x | 0.8x |
| Thu, 01 Feb 2024 | ₪52.8b | ₪74.8b | ₪2.6b | 12.8x | 20.4x | 0.7x |
| Sat, 30 Dec 2023 | ₪52.2b | ₪74.7b | ₪2.6b | 12.3x | 20.2x | 0.7x |
| Mon, 27 Nov 2023 | ₪50.0b | ₪74.5b | ₪2.7b | 11.5x | 18.2x | 0.7x |
| Wed, 25 Oct 2023 | ₪44.7b | ₪75.3b | ₪3.0b | 9.9x | 15x | 0.6x |
| Fri, 22 Sep 2023 | ₪51.9b | ₪74.2b | ₪2.9b | 12x | 17.7x | 0.7x |
| Sun, 20 Aug 2023 | ₪53.6b | ₪73.3b | ₪3.3b | 13.2x | 16.1x | 0.7x |
| Tue, 18 Jul 2023 | ₪55.3b | ₪72.7b | ₪3.3b | 12.5x | 16.9x | 0.8x |
| Thu, 15 Jun 2023 | ₪55.3b | ₪71.9b | ₪3.2b | 13.8x | 17x | 0.8x |
| Sat, 13 May 2023 | ₪55.2b | ₪69.9b | ₪3.4b | 13.4x | 16x | 0.8x |
| Mon, 10 Apr 2023 | ₪52.4b | ₪69.1b | ₪3.4b | 12.9x | 15.3x | 0.8x |
| Wed, 08 Mar 2023 | ₪52.8b | ₪67.4b | ₪3.9b | 13x | 13.4x | 0.8x |
| Fri, 03 Feb 2023 | ₪59.3b | ₪67.0b | ₪4.0b | 11x | 14.9x | 0.9x |
| Sun, 01 Jan 2023 | ₪55.1b | ₪67.3b | ₪4.0b | 12.4x | 13.8x | 0.8x |
| Tue, 29 Nov 2022 | ₪58.2b | ₪65.8b | ₪3.9b | 13.5x | 15.1x | 0.9x |
| Thu, 27 Oct 2022 | ₪62.5b | ₪64.4b | ₪3.9b | 12.6x | 15.9x | 1x |
| Sat, 24 Sep 2022 | ₪65.9b | ₪64.4b | ₪3.9b | 12.8x | 16.7x | 1x |
Price to Earnings Ratio
16.7x
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 23.6x which is higher than its 3-year average PE of 18.9x.
- 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 9.1% per year over the last three years.
- Meanwhile revenues for these companies have grown 8.7% 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 | -2.34% | |
| Consumer Discretionary | -1.64% | |
| General Merchandise and Department Stores | 0.37% | |
| Hospitality | 0.069% | |
| Auto | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Services | -0.21% | |
| Specialty Stores | -1.99% | |
| Luxury | -2.77% | |
| Consumer Durables | -3.39% | |
| Auto Components | -3.64% | |
| Retail Distributors | -3.97% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.6x.
- 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 decline of 15% 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 | |
|---|---|---|---|---|---|
| FOX Fox-Wizel | ₪341.90 | 0.9% +₪44.4m | 29.4% | PE20.1x | |
| TDRN Tadiran Group | ₪175.90 | 3.0% +₪43.8m | -5.7% | PS0.8x | |
| TRA Tarya Israel | ₪0.60 | 22.1% +₪32.4m | 126.7% | PS4.3x | |
| TRX Terminal X Online | ₪5.96 | 3.3% +₪24.5m | 91.7% | PE28.1x | |
| HLMS Holmes Place International | ₪7.64 | 1.7% +₪11.7m | 56.5% | PE20.2x |
