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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies138
  • 7D1.5%
  • 3M-6.1%
  • 1Y-1.5%
  • YTD-4.9%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Berjaya Food Berhad declined by 7.9%. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

Has the Malaysian Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Apr 2026RM 101.0bRM 167.3bRM 4.4b13.2x23.1x0.6x
Thu, 12 Mar 2026RM 105.3bRM 167.1bRM 4.4b13.5x23.9x0.6x
Sat, 07 Feb 2026RM 107.7bRM 164.4bRM 3.8b14.4x28.6x0.7x
Mon, 05 Jan 2026RM 105.7bRM 164.5bRM 3.8b13.7x27.9x0.6x
Wed, 03 Dec 2025RM 108.0bRM 164.2bRM 3.8b13.4x28.5x0.7x
Fri, 31 Oct 2025RM 90.0bRM 125.5bRM 3.0b14x29.8x0.7x
Sun, 28 Sep 2025RM 86.7bRM 125.5bRM 3.0b14.2x28.5x0.7x
Tue, 26 Aug 2025RM 83.1bRM 125.4bRM 3.0b13.2x28x0.7x
Thu, 24 Jul 2025RM 84.9bRM 125.4bRM 3.1b11.7x27.5x0.7x
Sat, 21 Jun 2025RM 81.9bRM 124.4bRM 3.0b11.7x27.2x0.7x
Mon, 19 May 2025RM 84.6bRM 126.0bRM 4.1b12.7x20.7x0.7x
Wed, 16 Apr 2025RM 80.9bRM 125.9bRM 4.0b12.1x20.1x0.6x
Fri, 14 Mar 2025RM 79.4bRM 125.2bRM 4.0b13.2x19.9x0.6x
Sun, 09 Feb 2025RM 92.8bRM 125.3bRM 4.9b13.3x18.9x0.7x
Tue, 07 Jan 2025RM 95.1bRM 125.1bRM 4.8b13.6x19.6x0.8x
Thu, 05 Dec 2024RM 92.9bRM 125.4bRM 4.9b12.9x19x0.7x
Sat, 02 Nov 2024RM 99.6bRM 127.0bRM 5.6b12.4x17.7x0.8x
Mon, 30 Sep 2024RM 100.4bRM 126.7bRM 5.6b12.9x17.9x0.8x
Wed, 28 Aug 2024RM 102.4bRM 126.8bRM 5.7b13.1x18.1x0.8x
Fri, 26 Jul 2024RM 105.0bRM 125.9bRM 5.9b14.3x17.9x0.8x
Sun, 23 Jun 2024RM 105.3bRM 125.9bRM 5.8b14.6x18x0.8x
Tue, 21 May 2024RM 104.3bRM 122.8bRM 4.9b15x21.4x0.8x
Thu, 18 Apr 2024RM 96.4bRM 122.8bRM 4.9b13.3x19.7x0.8x
Sat, 16 Mar 2024RM 98.2bRM 122.4bRM 4.9b13.3x20.1x0.8x
Mon, 12 Feb 2024RM 97.6bRM 121.3bRM 4.1b13.7x23.7x0.8x
Wed, 10 Jan 2024RM 105.2bRM 140.6bRM 4.8b13.7x21.8x0.7x
Fri, 08 Dec 2023RM 101.1bRM 140.4bRM 4.8b12.5x21x0.7x
Sun, 05 Nov 2023RM 98.5bRM 138.1bRM 4.2b12.1x23.7x0.7x
Tue, 03 Oct 2023RM 98.3bRM 138.0bRM 4.1b12.6x23.8x0.7x
Thu, 31 Aug 2023RM 99.4bRM 137.8bRM 4.1b12.2x24.2x0.7x
Sat, 29 Jul 2023RM 98.0bRM 135.2bRM 3.5b11.6x28.4x0.7x
Mon, 26 Jun 2023RM 94.7bRM 134.9bRM 3.5b10.9x26.8x0.7x
Wed, 24 May 2023RM 96.7bRM 130.4bRM 3.1b10.8x30.7x0.7x
Fri, 21 Apr 2023RM 100.2bRM 130.7bRM 3.5b11x28.9x0.8x
Price to Earnings Ratio

28.9x


Total Market Cap: RM 100.2bTotal Earnings: RM 3.5bTotal Revenue: RM 130.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.2x202420252026
Current Industry PE
  • Investors are relatively neutral on the Malaysian Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 23.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.72x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 7.9% per year over the last three years.
  • Revenues for these companies have grown 8.6% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Malaysian Consumer Discretionary sector?

MY Market0.58%
Consumer Discretionary1.54%
Retail Distributors3.65%
Specialty Stores2.69%
Consumer Services0.83%
Hospitality0.69%
Leisure0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Auto-0.12%
Consumer Durables-0.29%
Auto Components-0.84%
Luxury-2.99%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 45.6x.
    • Analysts are expecting annual earnings growth of 25.0%, which is higher than its past year's earnings growth of 8.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings growth rate of 8.9% per year.
  • In contrast, the Auto industry is expected to see its earnings decline 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?

CompanyLast Price7D1YValuation
PETDAG PETRONAS Dagangan BerhadRM 21.303.0%
+RM 615.9m
12.1%PE19.3x
MRDIY Mr D.I.Y. Group (M) BerhadRM 1.553.3%
+RM 473.9m
0%PE23.2x
GENTING Genting BerhadRM 2.351.3%
+RM 115.5m
-28.6%PS0.3x
GENM Genting Malaysia BerhadRM 1.831.1%
+RM 113.4m
9.6%PE13.7x
BAUTO Bermaz Auto BerhadRM 0.935.7%
+RM 56.8m
-15.9%PE13.6x

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