Kenyan (NSE) Consumer Staples Sector Analysis
UpdatedMay 10, 2024
DataAggregated Company Financials
Companies11
- 7D4.7%
- 3M21.5%
- 1Y1.8%
- YTD19.5%
Over the last 7 days, the Consumer Staples industry has remained flat, although notably East African Breweries gained 6.8%. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 22% per annum.
Sector Valuation and Performance
Has the Kenyan Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 10 May 2024 | KSh184.9b | KSh187.6b | KSh16.1b | 15.6x | 11.5x | 1x |
| Sun, 07 Apr 2024 | KSh171.4b | KSh187.6b | KSh16.1b | 13.8x | 10.7x | 0.9x |
| Tue, 05 Mar 2024 | KSh146.5b | KSh186.6b | KSh16.4b | 8.4x | 8.9x | 0.8x |
| Thu, 01 Feb 2024 | KSh146.7b | KSh186.0b | KSh16.4b | 9.6x | 8.9x | 0.8x |
| Sat, 30 Dec 2023 | KSh150.8b | KSh177.2b | KSh18.7b | 9.1x | 8.1x | 0.9x |
| Mon, 27 Nov 2023 | KSh152.2b | KSh171.2b | KSh18.7b | 9.2x | 8.1x | 0.9x |
| Wed, 25 Oct 2023 | KSh166.1b | KSh170.8b | KSh18.4b | 10.5x | 9x | 1x |
| Fri, 22 Sep 2023 | KSh168.3b | KSh170.8b | KSh18.4b | 10.6x | 9.2x | 1x |
| Sun, 20 Aug 2023 | KSh163.7b | KSh170.8b | KSh18.6b | 9.4x | 8.8x | 1x |
| Tue, 18 Jul 2023 | KSh198.3b | KSh173.8b | KSh20.7b | 9x | 9.6x | 1.1x |
| Thu, 15 Jun 2023 | KSh194.4b | KSh173.8b | KSh20.9b | 8.8x | 9.3x | 1.1x |
| Sat, 13 May 2023 | KSh181.7b | KSh172.9b | KSh20.8b | 8.3x | 8.8x | 1.1x |
| Mon, 10 Apr 2023 | KSh198.2b | KSh172.9b | KSh20.8b | 6.5x | 9.5x | 1.1x |
| Wed, 08 Mar 2023 | KSh214.2b | KSh171.9b | KSh20.4b | 9.3x | 10.5x | 1.2x |
| Fri, 03 Feb 2023 | KSh203.9b | KSh169.9b | KSh19.8b | 10.2x | 10.3x | 1.2x |
| Sun, 01 Jan 2023 | KSh198.1b | KSh163.3b | KSh19.1b | 10.1x | 10.4x | 1.2x |
| Tue, 29 Nov 2022 | KSh192.5b | KSh162.8b | KSh19.8b | 9.9x | 9.7x | 1.2x |
| Thu, 27 Oct 2022 | KSh195.7b | KSh162.8b | KSh19.8b | 9.7x | 9.9x | 1.2x |
| Sat, 24 Sep 2022 | KSh176.8b | KSh166.7b | KSh19.5b | 11.7x | 9.1x | 1.1x |
| Mon, 22 Aug 2022 | KSh184.8b | KSh153.7b | KSh16.9b | 13x | 10.9x | 1.2x |
| Wed, 20 Jul 2022 | KSh172.5b | KSh153.6b | KSh16.8b | 11.8x | 10.3x | 1.1x |
| Fri, 17 Jun 2022 | KSh160.9b | KSh153.5b | KSh16.8b | 11.4x | 9.6x | 1x |
| Sun, 15 May 2022 | KSh172.7b | KSh153.5b | KSh16.8b | 12x | 10.3x | 1.1x |
| Tue, 12 Apr 2022 | KSh186.0b | KSh153.5b | KSh16.8b | 12.7x | 11.1x | 1.2x |
| Thu, 10 Mar 2022 | KSh190.4b | KSh153.8b | KSh17.0b | 13.1x | 11.2x | 1.2x |
| Sat, 05 Feb 2022 | KSh193.4b | KSh145.3b | KSh11.1b | 15.1x | 17.4x | 1.3x |
| Mon, 03 Jan 2022 | KSh192.5b | KSh126.3b | KSh10.5b | 22.4x | 18.3x | 1.5x |
| Wed, 01 Dec 2021 | KSh182.4b | KSh144.7b | KSh10.5b | 27.7x | 17.4x | 1.3x |
| Fri, 29 Oct 2021 | KSh192.7b | KSh144.7b | KSh10.5b | 30.3x | 18.4x | 1.3x |
| Sun, 26 Sep 2021 | KSh200.3b | KSh144.7b | KSh10.5b | 31.4x | 19.1x | 1.4x |
| Tue, 24 Aug 2021 | KSh207.1b | KSh145.5b | -KSh4,228,401,076.00 | 31.3x | -49x | 1.4x |
| Wed, 30 Jun 2021 | KSh206.5b | KSh145.5b | -KSh4,228,401,076.00 | 30x | -48.8x | 1.4x |
Price to Earnings Ratio
-34.9x
Current Industry PE
- Investors are optimistic on the Kenyan Consumer Staples industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 11.6x which is higher than its 3-year average PE of 6.1x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.99x.
Past Earnings Growth
- Total earnings for the Consumer Staples industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 11% 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 Kenyan Consumer Staples sector?
| KE Market | 1.65% | |
| Consumer Staples | 4.68% | |
| Beverage | 6.80% | |
| Food and Staples Retail | 5.56% | |
| Food | 1.58% | |
| Tobacco | 0.18% | |
| Household Products | 0% | |
| Personal Products | 0% | |
Industry PE
- Investors are most optimistic about the Beverage industry, which is trading close to its 3-year average PE ratio of 16.8x.
- Analysts are expecting annual earnings growth of 22.2%, which is higher than its past year's earnings decline of 32.9% per year.
- Investors are most pessimistic about the Tobacco industry, which is trading below its 3-year average of 7.0x.
Forecasted Growth
- Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings decline of 33% per year.
- In contrast, the Beverage industry is expected to see its earnings grow by 22% 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 | |
|---|---|---|---|---|---|
| EABL East African Breweries | KSh157.00 | 6.8% +KSh7.9b | 10.6% | PE15.6x | |
| SASN Sasini | KSh19.05 | 7.9% +KSh319.3m | -39.1% | PE7.9x | |
| BAT British American Tobacco Kenya | KSh410.00 | 0.2% +KSh75.0m | -12.9% | PE6x | |
| WTK Williamson Tea Kenya | KSh247.00 | 0.9% +KSh39.4m | 44.9% | PE5.9x | |
| UNGA Unga Group | KSh13.95 | 3.3% +KSh34.1m | -39.3% | PS0.04x |