Nigerian (NSE) Consumer Discretionary Sector Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies7
- 7D-0.04%
- 3M1.8%
- 1Y146.3%
- YTD36.9%
Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Ikeja Hotel gained 7.6%. As for the the longer term, the industry is up 146% over the past 12 months.
Sector Valuation and Performance
Has the Nigerian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | ₦1.1t | ₦133.4b | ₦9.7b | 6x | 108.7x | 7.9x |
| Sun, 23 Jun 2024 | ₦966.8b | ₦132.9b | ₦9.7b | 6.1x | 99.2x | 7.3x |
| Tue, 21 May 2024 | ₦1.0t | ₦132.9b | ₦9.7b | 6.2x | 104.1x | 7.6x |
| Thu, 18 Apr 2024 | ₦1.0t | ₦115.5b | ₦12.0b | 13.9x | 87x | 9.1x |
| Sat, 16 Mar 2024 | ₦1.1t | ₦116.7b | ₦12.0b | 8.6x | 87.8x | 9x |
| Mon, 12 Feb 2024 | ₦1.1t | ₦116.6b | ₦11.8b | 8.7x | 89.9x | 9.1x |
| Wed, 10 Jan 2024 | ₦943.4b | ₦116.5b | ₦6.9b | 8.6x | 135.9x | 8.1x |
| Fri, 08 Dec 2023 | ₦513.4b | ₦116.3b | ₦6.4b | 8.6x | 79.7x | 4.4x |
| Sun, 05 Nov 2023 | ₦509.9b | ₦112.4b | ₦5.9b | 8.6x | 85.8x | 4.5x |
| Tue, 03 Oct 2023 | ₦505.2b | ₦106.4b | ₦4.4b | 8.4x | 115.4x | 4.7x |
| Thu, 31 Aug 2023 | ₦479.7b | ₦106.4b | ₦4.4b | 8.8x | 108.3x | 4.5x |
| Sat, 29 Jul 2023 | ₦442.0b | ₦109.0b | -₦1,102,353,456.00 | 8.6x | -401x | 4.1x |
| Mon, 26 Jun 2023 | ₦232.3b | ₦106.3b | -₦1,579,438,456.00 | 8.6x | -147.1x | 2.2x |
| Wed, 24 May 2023 | ₦125.3b | ₦106.3b | -₦1,817,605,456.00 | 8.6x | -68.9x | 1.2x |
| Fri, 21 Apr 2023 | ₦115.6b | ₦108.0b | -₦1,253,893,456.00 | 8.6x | -92.2x | 1.1x |
| Sun, 19 Mar 2023 | ₦111.0b | ₦102.9b | ₦2.9b | 24.9x | 38.1x | 1.1x |
| Tue, 14 Feb 2023 | ₦109.8b | ₦101.3b | ₦3.2b | 22.8x | 34.8x | 1.1x |
| Thu, 12 Jan 2023 | ₦104.8b | ₦97.5b | ₦6.4b | 8.6x | 16.4x | 1.1x |
| Sat, 10 Dec 2022 | ₦112.1b | ₦99.6b | ₦2.0b | 8.6x | 55.1x | 1.1x |
| Mon, 07 Nov 2022 | ₦111.4b | ₦102.0b | ₦2.4b | 6.7x | 47.3x | 1.1x |
| Wed, 05 Oct 2022 | ₦111.8b | ₦96.9b | ₦3.3b | 8x | 33.9x | 1.2x |
| Fri, 02 Sep 2022 | ₦110.1b | ₦91.9b | ₦7.2b | 8.6x | 15.3x | 1.2x |
| Sun, 31 Jul 2022 | ₦103.4b | ₦91.1b | ₦7.2b | 6.9x | 14.3x | 1.1x |
| Tue, 28 Jun 2022 | ₦103.7b | ₦88.7b | ₦7.3b | 7.4x | 14.3x | 1.2x |
| Thu, 26 May 2022 | ₦106.5b | ₦88.6b | ₦3.9b | 7.6x | 27.1x | 1.2x |
| Sat, 23 Apr 2022 | ₦96.0b | ₦80.6b | -₦973,355,000.00 | 44.3x | -98.7x | 1.2x |
| Mon, 21 Mar 2022 | ₦100.5b | ₦80.8b | -₦375,695,000.00 | 34.1x | -267.4x | 1.2x |
| Wed, 16 Feb 2022 | ₦102.3b | ₦78.2b | -₦1,768,581,657.00 | 36x | -57.8x | 1.3x |
| Fri, 14 Jan 2022 | ₦99.3b | ₦71.2b | -₦7,957,823,657.00 | 257.1x | -12.5x | 1.4x |
| Sun, 12 Dec 2021 | ₦98.5b | ₦71.2b | -₦7,246,735,657.00 | 256.6x | -13.6x | 1.4x |
| Tue, 09 Nov 2021 | ₦96.2b | ₦71.2b | -₦7,290,913,657.00 | 256.4x | -13.2x | 1.4x |
| Thu, 07 Oct 2021 | ₦95.0b | ₦62.9b | -₦11,246,234,010.00 | 4.7x | -8.4x | 1.5x |
| Sat, 04 Sep 2021 | ₦90.3b | ₦62.9b | -₦11,246,234,010.00 | 4.4x | -8x | 1.4x |
| Mon, 02 Aug 2021 | ₦71.9b | ₦62.9b | -₦11,246,234,010.00 | 4x | -6.4x | 1.1x |
Price to Earnings Ratio
-6.4x
Current Industry PE
- Investors are optimistic on the Nigerian Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 109x which is higher than its 3-year average PE of 16.3x.
- The 3-year average PS ratio of 3.2x is lower than the industry's current PS ratio of 7.9x.
Past Earnings Growth
- Total earnings for the Consumer Discretionary industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 28% 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 Nigerian Consumer Discretionary sector?
| NG Market | -0.60% | |
| Consumer Discretionary | -0.038% | |
| Hospitality | 0.04% | |
| Auto Components | 0% | |
| Auto | 0% | |
| Leisure | 0% | |
| Luxury | 0% | |
| Consumer Services | 0% | |
| Retail Distributors | 0% | |
| Online Retail and Ecommerce | 0% | |
| Specialty Stores | 0% | |
| General Merchandise and Department Stores | 0% | |
| Consumer Durables | -3.20% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 24.0x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IKEJAHOTEL Ikeja Hotel | ₦7.10 | 7.6% +₦1.1b | 139.1% | PE5.2x | |
| TANTALIZER Tantalizers | ₦0.48 | 6.7% +₦150.0m | 60.0% | PS2.1x |