Have your own idea? Try our Stock Screener
Filipino (PSEi) Consumer Discretionary Sector Analysis
UpdatedDec 23, 2025
DataAggregated Company Financials
Companies25
- 7D0.003%
- 3M-16.2%
- 1Y-47.2%
- YTD-47.6%
The Consumer Discretionary industry has stayed flat over the last week. As for the longer term, the industry has declined 48% in the last year. Looking forward, earnings are forecast to grow by 24% annually.
Sector Valuation and Performance
Has the Filipino Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 23 Dec 2025 | ₱1.1t | ₱652.0b | ₱38.9b | 7.9x | 28.5x | 1.7x |
| Thu, 20 Nov 2025 | ₱839.0b | ₱650.7b | ₱38.7b | 9.1x | 21.7x | 1.3x |
| Sat, 18 Oct 2025 | ₱546.2b | ₱639.2b | ₱40.7b | 8.2x | 13.4x | 0.9x |
| Mon, 15 Sep 2025 | ₱533.8b | ₱639.2b | ₱40.7b | 8.2x | 13.1x | 0.8x |
| Wed, 13 Aug 2025 | ₱2.1t | ₱626.7b | ₱43.7b | 9.5x | 47.2x | 3.3x |
| Fri, 11 Jul 2025 | ₱2.1t | ₱626.4b | ₱43.9b | 10.5x | 48.4x | 3.4x |
| Sun, 08 Jun 2025 | ₱2.2t | ₱625.8b | ₱44.0b | 10.6x | 50.3x | 3.5x |
| Tue, 06 May 2025 | ₱2.1t | ₱602.7b | ₱40.9b | 10x | 51.2x | 3.5x |
| Thu, 03 Apr 2025 | ₱2.1t | ₱591.3b | ₱36.4b | 9.9x | 58.1x | 3.6x |
| Sat, 01 Mar 2025 | ₱2.1t | ₱581.6b | ₱38.9b | 9.3x | 52.9x | 3.5x |
| Mon, 27 Jan 2025 | ₱2.0t | ₱579.0b | ₱38.3b | 9.2x | 53.4x | 3.5x |
| Wed, 25 Dec 2024 | ₱2.1t | ₱578.8b | ₱38.1b | 9.1x | 55.2x | 3.6x |
| Fri, 22 Nov 2024 | ₱2.0t | ₱578.2b | ₱36.9b | 9.5x | 53.9x | 3.4x |
| Sun, 20 Oct 2024 | ₱2.2t | ₱554.7b | ₱36.5b | 10.4x | 58.9x | 3.9x |
| Tue, 17 Sep 2024 | ₱1.8t | ₱554.6b | ₱36.6b | 8.9x | 47.9x | 3.2x |
| Thu, 15 Aug 2024 | ₱1.6t | ₱532.6b | ₱35.1b | 9x | 45.5x | 3x |
| Sat, 13 Jul 2024 | ₱1.5t | ₱532.1b | ₱35.2b | 9.6x | 42.4x | 2.8x |
| Mon, 10 Jun 2024 | ₱1.4t | ₱535.5b | ₱37.1b | 10.4x | 37.2x | 2.6x |
| Wed, 08 May 2024 | ₱1.3t | ₱519.3b | ₱35.1b | 11.5x | 38.2x | 2.6x |
| Fri, 05 Apr 2024 | ₱1.4t | ₱510.4b | ₱35.6b | 13.3x | 38.2x | 2.7x |
| Sun, 03 Mar 2024 | ₱1.3t | ₱504.9b | ₱34.0b | 13.7x | 39.5x | 2.7x |
| Tue, 30 Jan 2024 | ₱1.3t | ₱504.7b | ₱34.7b | 12.9x | 36.2x | 2.5x |
| Thu, 28 Dec 2023 | ₱1.2t | ₱505.2b | ₱35.2b | 11.9x | 34.1x | 2.4x |
| Sat, 25 Nov 2023 | ₱1.1t | ₱505.2b | ₱35.9b | 10.2x | 31.9x | 2.3x |
| Mon, 23 Oct 2023 | ₱1.1t | ₱486.3b | ₱35.1b | 11x | 32.8x | 2.4x |
| Wed, 20 Sep 2023 | ₱1.2t | ₱485.2b | ₱34.8b | 11x | 33.4x | 2.4x |
| Fri, 18 Aug 2023 | ₱1.2t | ₱485.3b | ₱34.7b | 9.9x | 34.7x | 2.5x |
| Sun, 16 Jul 2023 | ₱1.2t | ₱467.9b | ₱33.3b | 11.2x | 36.1x | 2.6x |
| Tue, 13 Jun 2023 | ₱1.2t | ₱466.6b | ₱33.2b | 11.4x | 35x | 2.5x |
| Thu, 11 May 2023 | ₱1.2t | ₱440.7b | ₱29.4b | 15.1x | 39.3x | 2.6x |
| Sat, 08 Apr 2023 | ₱1.1t | ₱432.9b | ₱28.4b | 15.4x | 39.4x | 2.6x |
| Mon, 06 Mar 2023 | ₱1.1t | ₱406.2b | ₱30.6b | 18x | 36.6x | 2.8x |
| Wed, 01 Feb 2023 | ₱1.1t | ₱399.8b | ₱28.3b | 15.2x | 39.1x | 2.8x |
| Fri, 30 Dec 2022 | ₱1.0t | ₱399.4b | ₱28.1b | 12x | 36.2x | 2.5x |
Price to Earnings Ratio
36.2x
Current Industry PE
- Investors are pessimistic on the Filipino 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 28.2x which is lower than its 3-year average PE of 40.0x.
- The 3-year average PS ratio of 2.7x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 11% per year over the last three years.
- Revenues for these companies have grown 18% 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 Filipino Consumer Discretionary sector?
| PH Market | -0.28% | |
| Consumer Discretionary | 0.0031% | |
| Consumer Durables | 4.22% | |
| Consumer Services | 0.46% | |
| Hospitality | -0.78% | |
| Specialty Stores | -1.00% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry even though it's trading below its 3-year average PE ratio of 143x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Consumer Durables industry, which is trading below its 3-year average of 21.5x.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings growth rate of 5.3% per year.
- In contrast, the Specialty Stores industry is expected to see its earnings grow by 8.0% 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 | |
|---|---|---|---|---|---|
| HVN Villar Land Holdings | ₱1.00k | 0.4% +₱2.6b | -55.3% | PE634.8x | |
| WEB PhilWeb | ₱6.30 | 6.1% +₱460.3m | 350.0% | PS11.3x | |
| SRDC Supercity Realty Development | ₱4.05 | 406.3% +₱357.5m | 406.3% | PS70.1x | |
| FEU Far Eastern University | ₱814.50 | 1.8% +₱348.8m | 13.1% | PE9.5x | |
| FCG Figaro Culinary Group | ₱0.59 | 7.3% +₱218.7m | -30.6% | PE5.1x |