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Nigerian (NSE) Consumer Discretionary Sector Analysis
UpdatedDec 22, 2024
DataAggregated Company Financials
Companies8
- 7D8.7%
- 3M28.3%
- 1Y78.6%
- YTD61.3%
In the last week, the Consumer Discretionary industry is up 8.7%, with Transcorp Hotels up 9.4%. During this same period, the Tantalizers underperformed, falling 13%. This means that the industry has gained 79% over the past year.
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 |
|---|---|---|---|---|---|---|
| Sun, 22 Dec 2024 | ₦1.3t | ₦166.3b | ₦12.7b | 50.9x | 99.6x | 7.6x |
| Tue, 19 Nov 2024 | ₦1.1t | ₦166.1b | ₦12.7b | 46.2x | 89.9x | 6.9x |
| Thu, 17 Oct 2024 | ₦970.9b | ₦148.0b | ₦7.7b | 47.1x | 126x | 6.6x |
| Sat, 14 Sep 2024 | ₦969.2b | ₦148.0b | ₦7.7b | 47.1x | 125.8x | 6.5x |
| Mon, 12 Aug 2024 | ₦1.1t | ₦147.5b | ₦7.5b | 51.1x | 139.9x | 7.1x |
| Wed, 10 Jul 2024 | ₦1.1t | ₦132.9b | ₦9.7b | 5.9x | 108x | 7.9x |
| Fri, 07 Jun 2024 | ₦1.0t | ₦132.9b | ₦9.7b | 6.1x | 104x | 7.6x |
| Sun, 05 May 2024 | ₦1.0t | ₦127.3b | ₦5.3b | 6.2x | 196.4x | 8.1x |
| Tue, 02 Apr 2024 | ₦1.0t | ₦116.7b | ₦11.9b | 12.9x | 88.4x | 9x |
| Thu, 29 Feb 2024 | ₦1.1t | ₦116.6b | ₦11.8b | 8.6x | 89.8x | 9.1x |
| Sat, 27 Jan 2024 | ₦1.1t | ₦116.3b | ₦6.5b | 8.6x | 166.7x | 9.3x |
| Mon, 25 Dec 2023 | ₦711.1b | ₦116.4b | ₦6.9b | 8.6x | 103.2x | 6.1x |
| Wed, 22 Nov 2023 | ₦512.0b | ₦116.3b | ₦6.5b | 8.6x | 79x | 4.4x |
| Fri, 20 Oct 2023 | ₦507.0b | ₦106.4b | ₦4.4b | 8.6x | 115.8x | 4.8x |
| Sun, 17 Sep 2023 | ₦512.2b | ₦106.4b | ₦4.4b | 8.9x | 117x | 4.8x |
| Tue, 15 Aug 2023 | ₦425.1b | ₦106.4b | ₦4.4b | 8.2x | 95.9x | 4x |
| Thu, 13 Jul 2023 | ₦459.3b | ₦106.4b | -₦2,258,545,456.00 | 8.6x | -203.4x | 4.3x |
| Sat, 10 Jun 2023 | ₦159.3b | ₦106.3b | -₦1,579,438,456.00 | 8.6x | -100.9x | 1.5x |
| Mon, 08 May 2023 | ₦117.8b | ₦105.9b | -₦1,838,885,456.00 | 8.6x | -64.1x | 1.1x |
| Wed, 05 Apr 2023 | ₦115.1b | ₦102.9b | ₦2.9b | 26.4x | 39.5x | 1.1x |
| Fri, 03 Mar 2023 | ₦111.9b | ₦101.3b | ₦3.2b | 24.5x | 35.4x | 1.1x |
| Sun, 29 Jan 2023 | ₦106.6b | ₦97.6b | ₦6.5b | 16.1x | 16.5x | 1.1x |
| Tue, 27 Dec 2022 | ₦112.4b | ₦99.6b | ₦2.0b | 8.6x | 55.3x | 1.1x |
| Thu, 24 Nov 2022 | ₦114.0b | ₦99.6b | ₦1.9b | 14.7x | 61.3x | 1.1x |
| Sat, 22 Oct 2022 | ₦112.0b | ₦97.0b | ₦3.3b | 8x | 34x | 1.2x |
| Mon, 19 Sep 2022 | ₦105.6b | ₦91.9b | ₦7.2b | 8.6x | 14.6x | 1.1x |
| Wed, 17 Aug 2022 | ₦108.7b | ₦91.9b | ₦7.2b | 8.6x | 15.1x | 1.2x |
| Fri, 15 Jul 2022 | ₦104.1b | ₦88.7b | ₦7.3b | 8x | 14.3x | 1.2x |
| Sun, 12 Jun 2022 | ₦103.9b | ₦88.7b | ₦7.3b | 8x | 14.3x | 1.2x |
| Tue, 10 May 2022 | ₦89.2b | ₦87.8b | ₦4.2b | 8.6x | 21.1x | 1x |
| Thu, 07 Apr 2022 | ₦99.4b | ₦80.8b | -₦428,858,000.00 | 32.4x | -231.8x | 1.2x |
| Sat, 05 Mar 2022 | ₦99.5b | ₦80.8b | -₦375,695,000.00 | 35.1x | -265x | 1.2x |
| Mon, 31 Jan 2022 | ₦103.6b | ₦77.2b | -₦1,936,857,657.00 | 18.6x | -53.5x | 1.3x |
| Wed, 29 Dec 2021 | ₦101.1b | ₦71.2b | -₦7,246,735,657.00 | 256.9x | -13.9x | 1.4x |
Price to Earnings Ratio
-13.9x
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 100x which is higher than its 3-year average PE of 33.5x.
- The 3-year average PS ratio of 3.9x is lower than the industry's current PS ratio of 7.6x.
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 33% 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 | 2.47% | |
| Consumer Discretionary | 8.73% | |
| Hospitality | 9.17% | |
| 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 | -1.92% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 34.7x.
- 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 | |
|---|---|---|---|---|---|
| TRANSCOHOT Transcorp Hotels | ₦116.00 | 9.4% +₦102.4b | 81.8% | PE96x | |
| IKEJAHOTEL Ikeja Hotel | ₦9.15 | 4.0% +₦756.8m | 86.7% | PE5.8x | |
| NSLTECH Secure Electronic Technology | ₦0.62 | 14.8% +₦450.5m | -10.1% | PS0.8x | |
| RTBRISCOE R.T Briscoe (Nigeria) | ₦2.47 | 1.2% +₦35.3m | 268.7% | PE89.5x |