Investing IdeasBrowse All StocksMarkets

Have your own idea? Try our Stock Screener

Header cover image

Kenyan (NSE) Materials Sector Analysis

UpdatedDec 22, 2024
DataAggregated Company Financials
Companies5
  • 7D9.1%
  • 3M-19.8%
  • 1Y42.6%
  • YTD41.2%

Over the last 7 days, the Materials industry has risen 9.1%, driven by gains from Bamburi Cement of 12%. In the last 12 months, the industry was up 43%.

Sector Valuation and Performance

Has the Kenyan Materials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Dec 2024KSh34.2bKSh42.3bKSh1.1b11.6x31.8x0.8x
Tue, 19 Nov 2024KSh38.6bKSh42.3bKSh1.1b13.4x35.9x0.9x
Thu, 17 Oct 2024KSh36.1bKSh42.2bKSh1.1b12x32.2x0.9x
Sat, 14 Sep 2024KSh41.4bKSh41.6bKSh1.1b7.4x38.2x1x
Mon, 12 Aug 2024KSh34.4bKSh41.3bKSh774.2m9.2x44.5x0.8x
Wed, 10 Jul 2024KSh28.0bKSh41.3bKSh774.2m8.8x36.2x0.7x
Fri, 07 Jun 2024KSh27.3bKSh41.0bKSh724.2m11.3x37.6x0.7x
Sun, 05 May 2024KSh29.8bKSh39.6bKSh1.0b10.1x29.7x0.8x
Tue, 02 Apr 2024KSh29.2bKSh58.7bKSh532.2m10.4x54.9x0.5x
Thu, 29 Feb 2024KSh26.9bKSh58.1bKSh377.6m9.8x71.1x0.5x
Sat, 27 Jan 2024KSh26.1bKSh58.1bKSh377.6m10x69.2x0.4x
Mon, 25 Dec 2023KSh24.0bKSh58.5bKSh628.6m8.4x38.1x0.4x
Wed, 22 Nov 2023KSh22.6bKSh55.5bKSh2.0b8.5x11.4x0.4x
Fri, 20 Oct 2023KSh20.0bKSh55.4bKSh1.9b8.5x10.4x0.4x
Sun, 17 Sep 2023KSh20.9bKSh53.2bKSh1.9b8.1x10.8x0.4x
Tue, 15 Aug 2023KSh20.8bKSh53.2bKSh1.9b8.1x10.8x0.4x
Thu, 13 Jul 2023KSh21.5bKSh53.2bKSh1.9b8.9x11.1x0.4x
Sat, 10 Jun 2023KSh21.1bKSh53.2bKSh1.9b9.7x10.9x0.4x
Mon, 08 May 2023KSh20.1bKSh52.7bKSh1.8b11.3x11.2x0.4x
Wed, 05 Apr 2023KSh20.4bKSh55.6bKSh2.2b10.4x9.2x0.4x
Fri, 03 Mar 2023KSh20.2bKSh55.4bKSh2.2b10.3x9.3x0.4x
Sun, 29 Jan 2023KSh21.3bKSh55.4bKSh2.2b10.1x9.9x0.4x
Tue, 27 Dec 2022KSh22.6bKSh58.2bKSh4.1b8.1x5.6x0.4x
Thu, 24 Nov 2022KSh23.7bKSh58.2bKSh4.1b7.6x5.8x0.4x
Sat, 22 Oct 2022KSh23.8bKSh57.7bKSh3.8b8.2x6.3x0.4x
Mon, 19 Sep 2022KSh23.4bKSh57.2bKSh4.4b8.1x5.3x0.4x
Wed, 17 Aug 2022KSh24.6bKSh57.2bKSh4.4b8.4x5.5x0.4x
Fri, 15 Jul 2022KSh23.8bKSh57.2bKSh4.4b7.7x5.4x0.4x
Sun, 12 Jun 2022KSh23.1bKSh55.6bKSh4.3b9.5x5.4x0.4x
Tue, 10 May 2022KSh23.8bKSh55.3bKSh4.4b9.1x5.4x0.4x
Thu, 07 Apr 2022KSh23.0bKSh52.2bKSh4.1b8.5x5.6x0.4x
Sat, 05 Mar 2022KSh23.9bKSh52.2bKSh4.1b8.5x5.8x0.5x
Mon, 31 Jan 2022KSh23.8bKSh52.2bKSh4.1b8.6x5.8x0.5x
Wed, 29 Dec 2021KSh22.3bKSh52.0bKSh4.0b8.6x5.6x0.4x
Price to Earnings Ratio

5.6x


Total Market Cap: KSh22.3bTotal Earnings: KSh4.0bTotal Revenue: KSh52.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Kenyan Materials Sector Price to Earnings3Y Average 21x202220232024
Current Industry PE
  • Investors are optimistic on the Kenyan Materials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 31.8x which is higher than its 3-year average PE of 21.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.50x.
Past Earnings Growth
  • The earnings for companies in the Materials industry have declined 36% per year over the last three years,
  • Revenues have also declined 6.7% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Kenyan Materials sector?

KE Market2.27%
Materials9.14%
Basic Materials9.92%
Chemicals7.63%
Packaging0%
Metals and Mining0%
Paper and Forestry Products0%
Industry PE
  • Investors are most optimistic about the Basic Materials industry which is trading above its 3-year average PE ratio of 192x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Chemicals industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 7.9x.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BAMB Bamburi CementKSh54.2511.5%
+KSh2.0b		54.6%PE15.3x
CARB Carbacid InvestmentsKSh20.8517.1%
+KSh777.3m		35.8%PE6.3x
CRWN Crown Paints KenyaKSh32.001.9%
+KSh85.4m		-8.6%PE513.6x
PORT East African Portland CementKSh32.550.3%
+KSh9.0m		306.9%PS0.9x
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlans & PricingLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & EnterpriseWhat's New
Financial Services GuideTerms and ConditionsPrivacy Policy
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

CARB

KSh20.85

Carbacid Investments

7D

17.1%

1Y

35.8%

BAMB

KSh54.25

Bamburi Cement

7D

11.5%

1Y

54.6%

CRWN

KSh32.00

Crown Paints Kenya

7D

1.9%

1Y

-8.6%

BOC

KSh86.00

BOC Kenya

7D

-2.5%

1Y

4.9%

PORT

KSh32.55

East African Portland Cement

7D

0.3%

1Y

306.9%