Narrative Update • Aug 07

Over the last 7 days, the market has dropped 1.2%, driven by a decline of 3.8% in the Communication Services sector. In the last year, the market is actually up 48%. As for the next few years, earnings are expected to grow by 14% per annum.
Has the Kenyan Market valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 11 Aug 2026 | KSh3.9t | KSh2.1t | KSh483.9b | 8.9x | 8.1x | 1.9x |
| Thu, 09 Jul 2026 | KSh3.8t | KSh2.1t | KSh473.0b | 8.4x | 8x | 1.8x |
| Sat, 06 Jun 2026 | KSh3.4t | KSh2.1t | KSh469.1b | 7.8x | 7.3x | 1.7x |
| Mon, 04 May 2026 | KSh3.3t | KSh2.0t | KSh454.3b | 8.3x | 7.3x | 1.6x |
| Wed, 01 Apr 2026 | KSh3.2t | KSh2.0t | KSh453.7b | 7.4x | 7x | 1.6x |
| Fri, 27 Feb 2026 | KSh3.3t | KSh1.9t | KSh422.3b | 7.8x | 7.9x | 1.7x |
| Sun, 25 Jan 2026 | KSh3.0t | KSh1.9t | KSh418.8b | 6.9x | 7.2x | 1.6x |
| Tue, 23 Dec 2025 | KSh2.9t | KSh1.9t | KSh403.5b | 6.5x | 7.1x | 1.5x |
| Thu, 20 Nov 2025 | KSh2.9t | KSh1.9t | KSh406.1b | 6.4x | 7.2x | 1.5x |
| Sat, 18 Oct 2025 | KSh2.7t | KSh1.9t | KSh392.5b | 6.1x | 7x | 1.4x |
| Mon, 15 Sep 2025 | KSh2.8t | KSh1.9t | KSh407.7b | 5.9x | 6.8x | 1.5x |
| Wed, 13 Aug 2025 | KSh2.5t | KSh1.9t | KSh402.9b | 5.1x | 6.2x | 1.3x |
| Fri, 11 Jul 2025 | KSh2.4t | KSh1.9t | KSh397.5b | 4.3x | 6.1x | 1.3x |
| Sun, 08 Jun 2025 | KSh2.1t | KSh1.9t | KSh397.3b | 4.1x | 5.2x | 1.1x |
| Tue, 06 May 2025 | KSh1.9t | KSh1.9t | KSh384.5b | 3.8x | 4.9x | 1x |
| Thu, 03 Apr 2025 | KSh2.0t | KSh1.9t | KSh379.6b | 4.8x | 5.3x | 1x |
| Sat, 01 Mar 2025 | KSh2.0t | KSh1.9t | KSh367.1b | 5.4x | 5.5x | 1.1x |
| Mon, 27 Jan 2025 | KSh2.0t | KSh1.9t | KSh354.3b | 5.3x | 5.7x | 1.1x |
| Wed, 25 Dec 2024 | KSh1.9t | KSh1.9t | KSh354.1b | 5.4x | 5.3x | 1x |
| Fri, 22 Nov 2024 | KSh1.7t | KSh1.9t | KSh351.8b | 4.8x | 4.9x | 0.9x |
| Sun, 20 Oct 2024 | KSh1.7t | KSh1.8t | KSh320.4b | 5.1x | 5.5x | 1x |
| Tue, 17 Sep 2024 | KSh1.6t | KSh1.8t | KSh320.3b | 4.7x | 5.1x | 0.9x |
| Thu, 15 Aug 2024 | KSh1.5t | KSh1.7t | KSh307.9b | 4.5x | 5x | 0.9x |
| Sat, 13 Jul 2024 | KSh1.7t | KSh1.7t | KSh299.8b | 4.8x | 5.6x | 1x |
| Mon, 10 Jun 2024 | KSh1.7t | KSh1.7t | KSh298.6b | 5x | 5.9x | 1x |
| Wed, 08 May 2024 | KSh1.6t | KSh1.7t | KSh286.2b | 4.9x | 5.5x | 0.9x |
| Fri, 05 Apr 2024 | KSh1.7t | KSh1.7t | KSh284.7b | 5.6x | 6.1x | 1x |
| Sun, 03 Mar 2024 | KSh1.4t | KSh1.7t | KSh286.2b | 5.2x | 4.9x | 0.8x |
| Tue, 30 Jan 2024 | KSh1.4t | KSh1.7t | KSh287.7b | 5.2x | 4.7x | 0.8x |
| Thu, 28 Dec 2023 | KSh1.4t | KSh1.7t | KSh290.1b | 5x | 4.8x | 0.8x |
| Sat, 25 Nov 2023 | KSh1.4t | KSh1.7t | KSh288.2b | 5.2x | 4.9x | 0.8x |
| Mon, 23 Oct 2023 | KSh1.4t | KSh1.6t | KSh286.7b | 5.3x | 4.9x | 0.9x |
| Wed, 20 Sep 2023 | KSh1.5t | KSh1.6t | KSh286.3b | 5.9x | 5.2x | 0.9x |
| Fri, 18 Aug 2023 | KSh1.6t | KSh1.6t | KSh283.5b | 6.2x | 5.5x | 1x |
5.5x
Which sectors have driven the changes within the Kenyan Market?
| KE Market | -1.20% | |
| Consumer Discretionary | 18.81% | |
| Industrials | 0.48% | |
| Energy | 0.016% | |
| Real Estate | 0% | 0 |
| Financials | -0.19% | |
| Materials | -0.59% | |
| Consumer Staples | -1.53% | |
| Utilities | -2.27% | |
| Telecom | -2.73% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | Sector | |
|---|---|---|---|---|---|---|
| COOP Co-operative Bank of Kenya | KSh36.70 | 6.2% +KSh12.6b | 117.2% | PB1.2x | Financials | |
| CGEN Car & General (Kenya) | KSh194.50 | 24.3% +KSh3.0b | 690.7% | PE6.4x | Consumer Discretionary | |
| JUB Jubilee Holdings | KSh402.50 | 5.9% +KSh1.6b | 49.2% | PE5x | Financials | |
| SCBK Standard Chartered Bank Kenya | KSh336.50 | 0.4% +KSh566.8m | 2.1% | PB1.8x | Financials | |
| DTK Diamond Trust Bank Kenya | KSh154.50 | 1.3% +KSh559.2m | 93.7% | PB0.4x | Financials |