Is NIIT Learning Systems Limited (NSE:NIITMTS) Expensive For A Reason? A Look At Its Intrinsic Value
Nov 30
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Indian (NIFTY) Consumer Services Industry Analysis
UpdatedDec 02, 2024
DataAggregated Company Financials
Companies42
- 7D8.1%
- 3M11.5%
- 1Y44.2%
- YTD42.0%
Over the last 7 days, the Consumer Services industry has risen 8.1%, driven by gains in NIIT Learning Systems and Vantage Knowledge Academy of 9.7% and 28%, respectively. This takes the industry's 12 month performance to a gain of 44%. Looking forward, earnings are forecast to grow by 18% annually.
Industry Valuation and Performance
Has the Indian Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 02 Dec 2024 | ₹238.4b | ₹52.1b | ₹5.1b | 50.7x | 46.4x | 4.6x |
| Wed, 30 Oct 2024 | ₹210.4b | ₹50.8b | ₹5.2b | 39x | 40.8x | 4.1x |
| Fri, 27 Sep 2024 | ₹228.7b | ₹50.2b | ₹4.2b | 45.6x | 54.3x | 4.6x |
| Sun, 25 Aug 2024 | ₹195.9b | ₹50.1b | ₹4.2b | 39.7x | 46.8x | 3.9x |
| Tue, 23 Jul 2024 | ₹183.5b | ₹43.7b | ₹4.1b | 41.4x | 44.2x | 4.2x |
| Thu, 20 Jun 2024 | ₹168.2b | ₹43.8b | ₹4.2b | 43.5x | 40.5x | 3.8x |
| Sat, 18 May 2024 | ₹168.2b | ₹41.9b | -₹685,091,324.00 | 52.3x | -245.5x | 4x |
| Mon, 15 Apr 2024 | ₹165.6b | ₹42.1b | -₹388,564,190.00 | 42.8x | -426.3x | 3.9x |
| Wed, 13 Mar 2024 | ₹162.4b | ₹42.1b | -₹418,590,190.00 | 32.6x | -387.9x | 3.9x |
| Fri, 09 Feb 2024 | ₹170.4b | ₹39.1b | -₹2,294,277,190.00 | 32.9x | -74.3x | 4.4x |
| Sun, 07 Jan 2024 | ₹163.0b | ₹39.8b | -₹2,217,015,590.00 | 36.5x | -73.5x | 4.1x |
| Tue, 05 Dec 2023 | ₹148.9b | ₹39.7b | -₹2,215,797,590.00 | 32.4x | -67.2x | 3.7x |
| Thu, 02 Nov 2023 | ₹119.4b | ₹34.6b | -₹2,776,811,204.00 | 33.6x | -43x | 3.4x |
| Sat, 30 Sep 2023 | ₹127.7b | ₹34.6b | -₹2,773,990,204.00 | 35.4x | -46x | 3.7x |
| Mon, 28 Aug 2023 | ₹120.2b | ₹34.5b | -₹2,773,445,900.00 | 31.5x | -43.3x | 3.5x |
| Wed, 26 Jul 2023 | ₹67.4b | ₹18.7b | -₹4,855,304,900.00 | 35.5x | -13.9x | 3.6x |
| Fri, 23 Jun 2023 | ₹70.4b | ₹18.6b | -₹4,918,088,213.00 | 31x | -14.3x | 3.8x |
| Sun, 21 May 2023 | ₹69.5b | ₹16.0b | -₹1,381,761,375.00 | 33x | -50.3x | 4.4x |
| Tue, 18 Apr 2023 | ₹61.1b | ₹15.5b | -₹1,453,651,025.00 | 35.7x | -42x | 4x |
| Thu, 16 Mar 2023 | ₹55.2b | ₹15.5b | -₹1,453,623,770.00 | 41.2x | -38x | 3.6x |
| Sat, 11 Feb 2023 | ₹65.7b | ₹14.8b | -₹1,648,490,770.00 | 46.2x | -39.9x | 4.4x |
| Mon, 09 Jan 2023 | ₹72.1b | ₹15.4b | -₹289,847,370.00 | 36.3x | -248.7x | 4.7x |
| Wed, 07 Dec 2022 | ₹67.3b | ₹15.1b | -₹325,218,370.00 | 35.8x | -206.8x | 4.5x |
| Fri, 04 Nov 2022 | ₹70.3b | ₹13.6b | -₹44,438,120.00 | 36.1x | -1582.4x | 5.2x |
| Sun, 02 Oct 2022 | ₹60.2b | ₹13.3b | ₹13.9m | 31.9x | 4339.7x | 4.5x |
| Tue, 30 Aug 2022 | ₹59.1b | ₹13.1b | ₹35.4m | 36.2x | 1669.9x | 4.5x |
| Thu, 28 Jul 2022 | ₹59.5b | ₹12.0b | -₹45,974,510.00 | 33.4x | -1293.2x | 4.9x |
| Sat, 25 Jun 2022 | ₹48.6b | ₹11.7b | -₹216,522,510.00 | 34.2x | -224.6x | 4.2x |
| Mon, 23 May 2022 | ₹46.3b | ₹13.8b | -₹853,611,078.00 | 37.1x | -54.2x | 3.3x |
| Wed, 20 Apr 2022 | ₹55.4b | ₹12.5b | -₹1,116,847,303.00 | 66.5x | -49.6x | 4.4x |
| Fri, 18 Mar 2022 | ₹54.5b | ₹12.5b | -₹1,113,610,710.00 | 72.9x | -49x | 4.3x |
| Sun, 13 Feb 2022 | ₹47.0b | ₹14.3b | -₹1,100,903,829.00 | 75.9x | -42.7x | 3.3x |
| Tue, 11 Jan 2022 | ₹49.0b | ₹14.1b | -₹838,537,488.00 | 50.1x | -58.5x | 3.5x |
| Thu, 09 Dec 2021 | ₹40.1b | ₹14.1b | -₹838,496,752.00 | 40.3x | -47.8x | 2.8x |
Price to Earnings Ratio
-47.8x
Current Industry PE
- Investors are pessimistic on the Indian Consumer Services 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 46.4x which is lower than its 3-year average PE of 74.6x.
- The 3-year average PS ratio of 4.0x is lower than the industry's current PS ratio of 4.6x.
Past Earnings Growth
- Total earnings for the Consumer Services industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 55% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Indian Consumer Discretionary industry?
| IN Market | 2.94% | |
| Consumer Discretionary | 1.79% | |
| Consumer Services | 8.13% | |
| Education Services | 8.20% | |
| Specialized Consumer Services | 5.69% | |
Industry PE
- Investors are most optimistic about the Specialized Consumer Services industry even though it's trading below its 3-year average PE ratio of 1kx.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Education Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 23.2x.
Forecasted Growth
- Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 18% over the next 5 years.
- However this is lower than its past earnings growth rate of 42% per year.
- In contrast, the Education Services industry is expected to see its earnings grow by 18% 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 | |
|---|---|---|---|---|---|
| 500304 NIIT | ₹227.95 | 19.5% +₹5.0b | 99.3% | PE66.2x | |
| 539761 Vantage Knowledge Academy | ₹213.85 | 15.4% +₹3.3b | 1,713.1% | PE1773.6x | |
| NIITMTS NIIT Learning Systems | ₹456.85 | 1.5% +₹931.2m | 16.4% | PE27.2x | |
| APTECHT Aptech | ₹175.21 | 6.7% +₹636.3m | -31.1% | PE50.7x | |
| GLOBAL Global Education | ₹196.34 | 10.4% +₹376.5m | -33.9% | PE12.4x |
