Analysts Have Made A Financial Statement On Komplett ASA's (OB:KOMPL) Second-Quarter Report
Jul 21
Norwegian (OSEAX) Consumer Discretionary Sector Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies13
- 7D-3.7%
- 3M-6.5%
- 1Y-0.1%
- YTD-7.2%
Over the last 7 days, the Consumer Discretionary industry has dropped 3.7%, driven by Europris declining 3.1%. On the other hand Komplett is actually up 11%. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 35% per annum.
Sector Valuation and Performance
Has the Norwegian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | NOK 30.8b | NOK 57.3b | -NOK 1,848,937,336.75 | 14.8x | -16.7x | 0.5x |
| Sun, 23 Jun 2024 | NOK 31.9b | NOK 56.2b | -NOK 1,763,042,448.89 | 15.7x | -18.1x | 0.6x |
| Tue, 21 May 2024 | NOK 33.4b | NOK 57.3b | -NOK 2,676,698,018.42 | 16.5x | -12.5x | 0.6x |
| Thu, 18 Apr 2024 | NOK 34.5b | NOK 58.0b | -NOK 3,031,814,786.97 | 17.9x | -11.4x | 0.6x |
| Sat, 16 Mar 2024 | NOK 33.1b | NOK 58.2b | -NOK 3,009,431,527.69 | 16.5x | -11x | 0.6x |
| Mon, 12 Feb 2024 | NOK 32.3b | NOK 58.2b | -NOK 2,707,095,539.36 | 22.8x | -11.9x | 0.6x |
| Wed, 10 Jan 2024 | NOK 34.6b | NOK 57.9b | -NOK 1,066,693,776.00 | 21.2x | -32.4x | 0.6x |
| Fri, 08 Dec 2023 | NOK 30.8b | NOK 58.3b | -NOK 1,066,053,628.00 | 19x | -28.9x | 0.5x |
| Sun, 05 Nov 2023 | NOK 27.2b | NOK 57.9b | -NOK 192,532,857.00 | 23.3x | -141.1x | 0.5x |
| Tue, 03 Oct 2023 | NOK 26.5b | NOK 57.4b | -NOK 61,912,371.00 | 22.2x | -427.4x | 0.5x |
| Thu, 31 Aug 2023 | NOK 27.3b | NOK 57.9b | -NOK 878,555,695.00 | 24.8x | -31x | 0.5x |
| Sat, 29 Jul 2023 | NOK 27.4b | NOK 57.4b | -NOK 475,279,818.00 | 34.3x | -57.7x | 0.5x |
| Mon, 26 Jun 2023 | NOK 29.0b | NOK 58.0b | -NOK 147,832,937.00 | 31.2x | -195.8x | 0.5x |
| Wed, 24 May 2023 | NOK 31.2b | NOK 57.9b | NOK 158.1m | 29.3x | 197.3x | 0.5x |
| Fri, 21 Apr 2023 | NOK 30.8b | NOK 55.9b | NOK 382.0m | 16x | 80.6x | 0.6x |
| Sun, 19 Mar 2023 | NOK 17.6b | NOK 47.0b | -NOK 644,049,079.00 | 16.7x | -27.3x | 0.4x |
| Tue, 14 Feb 2023 | NOK 30.6b | NOK 55.0b | NOK 561.1m | 13.4x | 54.6x | 0.6x |
| Thu, 12 Jan 2023 | NOK 28.5b | NOK 54.1b | NOK 985.4m | 12.6x | 29x | 0.5x |
| Sat, 10 Dec 2022 | NOK 28.4b | NOK 53.8b | NOK 983.4m | 12.6x | 28.9x | 0.5x |
| Mon, 07 Nov 2022 | NOK 26.7b | NOK 52.7b | NOK 1.1b | 13.3x | 24.5x | 0.5x |
| Wed, 05 Oct 2022 | NOK 25.4b | NOK 52.1b | NOK 1.3b | 17.2x | 19.5x | 0.5x |
| Fri, 02 Sep 2022 | NOK 28.1b | NOK 51.7b | NOK 1.4b | 20.8x | 19.5x | 0.5x |
| Sun, 31 Jul 2022 | NOK 29.1b | NOK 51.3b | NOK 1.5b | 12.4x | 18.8x | 0.6x |
| Tue, 28 Jun 2022 | NOK 26.6b | NOK 50.3b | -NOK 373,698,249.00 | 17.1x | -71.2x | 0.5x |
| Thu, 26 May 2022 | NOK 28.9b | NOK 50.2b | -NOK 334,838,149.00 | 19x | -86.4x | 0.6x |
| Sat, 23 Apr 2022 | NOK 34.1b | NOK 49.3b | -NOK 153,134,903.00 | 15.2x | -222.6x | 0.7x |
| Mon, 21 Mar 2022 | NOK 33.1b | NOK 49.4b | NOK 1.9b | 14.4x | 17.4x | 0.7x |
| Wed, 16 Feb 2022 | NOK 36.3b | NOK 53.1b | NOK 1.8b | 14.6x | 20.1x | 0.7x |
| Fri, 14 Jan 2022 | NOK 38.5b | NOK 52.3b | -NOK 234,391,663.00 | 15.6x | -164.1x | 0.7x |
| Sun, 12 Dec 2021 | NOK 37.3b | NOK 52.5b | -NOK 225,775,527.00 | 15x | -165.1x | 0.7x |
| Tue, 09 Nov 2021 | NOK 38.0b | NOK 52.1b | -NOK 275,221,508.00 | 14.4x | -138.2x | 0.7x |
| Thu, 07 Oct 2021 | NOK 36.5b | NOK 41.0b | NOK 1.4b | 12.5x | 25.8x | 0.9x |
| Sat, 04 Sep 2021 | NOK 35.5b | NOK 45.7b | NOK 2.0b | 15.6x | 17.7x | 0.8x |
| Mon, 02 Aug 2021 | NOK 35.0b | NOK 45.7b | NOK 2.0b | 15.5x | 17.5x | 0.8x |
Price to Earnings Ratio
17.5x
Current Industry PE
- Investors are relatively neutral on the Norwegian 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 PS ratio of 0.58x.
Past Earnings Growth
- Total earnings for the Consumer Discretionary industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have grown 7.8% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Norwegian Consumer Discretionary sector?
| NO Market | -1.27% | |
| Consumer Discretionary | -3.70% | |
| Auto | 0% | |
| Consumer Durables | 0% | |
| Leisure | 0% | |
| Luxury | 0% | |
| Retail Distributors | 0% | |
| Online Retail and Ecommerce | 0% | |
| Specialty Stores | -2.47% | |
| Hospitality | -3.18% | |
| General Merchandise and Department Stores | -4.59% | |
| Auto Components | -4.86% | |
| Consumer Services | -11.63% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 30.3%, which is higher than its past year's earnings decline of 13.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 113% over the next 5 years.
- In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.9% per year 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 | |
|---|---|---|---|---|---|
| KOMPL Komplett | NOK 10.10 | 10.5% +NOK 168.3m | -20.3% | PS0.1x |
