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Moroccan (MASI) Consumer Discretionary Sector Analysis
UpdatedDec 25, 2025
DataAggregated Company Financials
Companies4
- 7D-0.6%
- 3M2.2%
- 1Y30.5%
- YTD37.8%
Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Auto Nejma Maroc declined by 6.0%. The past year has been better, since the industry has gained 30% in that time. As for the next few years, earnings are expected to grow by 5.7% per annum.
Sector Valuation and Performance
Has the Moroccan Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 25 Dec 2025 | د.م30.6b | د.م25.8b | د.م1.4b | 21.9x | 22x | 1.2x |
| Sat, 22 Nov 2025 | د.م31.1b | د.م25.8b | د.م1.4b | 21.8x | 22.3x | 1.2x |
| Mon, 20 Oct 2025 | د.م31.0b | د.م25.8b | د.م1.4b | 22.7x | 22.2x | 1.2x |
| Wed, 17 Sep 2025 | د.م28.5b | د.م25.9b | د.م1.3b | 24.4x | 21.3x | 1.1x |
| Fri, 15 Aug 2025 | د.م28.6b | د.م25.9b | د.م1.3b | 23.8x | 21.3x | 1.1x |
| Sun, 13 Jul 2025 | د.م26.3b | د.م25.9b | د.م1.3b | 22.1x | 19.6x | 1x |
| Tue, 10 Jun 2025 | د.م28.1b | د.م25.9b | د.م1.3b | 22.3x | 21x | 1.1x |
| Thu, 08 May 2025 | د.م26.0b | د.م23.0b | د.م1.2b | 18.8x | 21.8x | 1.1x |
| Sat, 05 Apr 2025 | د.م24.2b | د.م23.5b | د.م655.8m | 44.9x | 36.9x | 1x |
| Mon, 03 Mar 2025 | د.م24.2b | د.م26.0b | د.م808.3m | 28.4x | 29.9x | 0.9x |
| Wed, 29 Jan 2025 | د.م24.0b | د.م26.0b | د.م808.3m | 28.2x | 29.6x | 0.9x |
| Fri, 27 Dec 2024 | د.م22.1b | د.م26.0b | د.م808.3m | 25.6x | 27.4x | 0.9x |
| Sun, 24 Nov 2024 | د.م20.5b | د.م23.5b | د.م655.8m | 39.1x | 31.3x | 0.9x |
| Tue, 22 Oct 2024 | د.م20.6b | د.م23.5b | د.م655.8m | 38.9x | 31.4x | 0.9x |
| Thu, 19 Sep 2024 | د.م22.3b | د.م25.3b | د.م480.0m | 75.3x | 46.5x | 0.9x |
| Sat, 17 Aug 2024 | د.م21.9b | د.م25.3b | د.م480.0m | 67.9x | 45.6x | 0.9x |
| Mon, 15 Jul 2024 | د.م21.4b | د.م25.3b | د.م480.0m | 71.2x | 44.6x | 0.8x |
| Wed, 12 Jun 2024 | د.م21.6b | د.م25.3b | د.م480.0m | 74.1x | 45x | 0.9x |
| Fri, 10 May 2024 | د.م22.1b | د.م25.3b | د.م480.0m | 77.7x | 46.1x | 0.9x |
| Sun, 07 Apr 2024 | د.م21.6b | د.م26.5b | د.م620.8m | 33.1x | 34.7x | 0.8x |
| Tue, 05 Mar 2024 | د.م21.4b | د.م26.5b | د.م659.3m | 32.1x | 32.5x | 0.8x |
| Thu, 01 Feb 2024 | د.م20.7b | د.م26.5b | د.م659.3m | 30.5x | 31.4x | 0.8x |
| Sat, 30 Dec 2023 | د.م19.3b | د.م26.5b | د.م659.3m | 27.4x | 29.3x | 0.7x |
| Mon, 27 Nov 2023 | د.م18.8b | د.م26.5b | د.م659.3m | 27.2x | 28.6x | 0.7x |
| Wed, 25 Oct 2023 | د.م18.9b | د.م26.5b | د.م659.3m | 26.3x | 28.6x | 0.7x |
| Fri, 22 Sep 2023 | د.م18.1b | د.م27.7b | د.م927.4m | 20x | 19.5x | 0.7x |
| Sun, 20 Aug 2023 | د.م20.2b | د.م27.8b | د.م900.8m | 21.7x | 22.4x | 0.7x |
| Tue, 18 Jul 2023 | د.م19.5b | د.م27.8b | د.م900.8m | 19.8x | 21.7x | 0.7x |
| Thu, 15 Jun 2023 | د.م19.5b | د.م27.8b | د.م900.8m | 19.3x | 21.6x | 0.7x |
| Sat, 13 May 2023 | د.م19.2b | د.م24.9b | د.م1.3b | 13.4x | 14.6x | 0.8x |
| Mon, 10 Apr 2023 | د.م18.8b | د.م24.5b | د.م1.2b | 13x | 15.7x | 0.8x |
| Wed, 08 Mar 2023 | د.م18.0b | د.م24.5b | د.م1.2b | 12x | 15x | 0.7x |
| Fri, 03 Feb 2023 | د.م17.5b | د.م24.5b | د.م1.2b | 11.9x | 14.6x | 0.7x |
| Sun, 01 Jan 2023 | د.م18.4b | د.م24.5b | د.م1.2b | 12.9x | 15.4x | 0.8x |
Price to Earnings Ratio
15.4x
Current Industry PE
- Investors are pessimistic on the Moroccan Consumer Discretionary 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 21.8x which is lower than its 3-year average PE of 27.7x.
- The 3-year average PS ratio of 0.87x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 5.2% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Moroccan Consumer Discretionary sector?
| MA Market | 1.78% | |
| Consumer Discretionary | -0.59% | |
| Hospitality | 0.77% | |
| Specialty Stores | -0.49% | |
| Retail Distributors | -2.64% | |
Industry PE
- Investors are most optimistic about the Retail Distributors industry even though it's trading below its 3-year average PE ratio of 620x.
- Analysts are expecting annual earnings growth of 32.2%, which is higher than its past year's earnings decline of 23.9% per year.
- Investors are most pessimistic about the Specialty Stores industry, which is trading below its 3-year average of 30.6x.
Forecasted Growth
- Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 32% over the next 5 years.
- This is better than its past earnings decline of 24% per year.
- In contrast, the Specialty Stores industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| TMA TotalEnergies Marketing Maroc | د.م1.78k | 1.1% +د.م179.2m | 17.2% | PE18.7x | |
| RIS Risma | د.م393.00 | 0.8% +د.م43.0m | 74.0% | PE25x |