Narrative Update • Jul 23

The Restaurants industry is up 1.2% in the last week, with Jollibee Foods up 1.2%. In the past year, the industry is down 28%. As for the next few years, earnings are expected to grow by 14% per annum.
Has the Filipino Restaurants Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | ₱185.2b | ₱349.3b | ₱11.5b | 12.9x | 16.1x | 0.5x |
| Tue, 07 Jul 2026 | ₱182.9b | ₱349.3b | ₱11.5b | 12.9x | 15.9x | 0.5x |
| Thu, 04 Jun 2026 | ₱165.6b | ₱349.3b | ₱11.5b | 12.9x | 14.4x | 0.5x |
| Sat, 02 May 2026 | ₱195.0b | ₱342.2b | ₱12.4b | 12.6x | 15.7x | 0.6x |
| Mon, 30 Mar 2026 | ₱221.5b | ₱341.7b | ₱12.7b | 10.3x | 17.4x | 0.6x |
| Wed, 25 Feb 2026 | ₱263.9b | ₱334.5b | ₱12.4b | 10.8x | 21.3x | 0.8x |
| Fri, 23 Jan 2026 | ₱250.2b | ₱334.3b | ₱12.4b | 10.8x | 20.3x | 0.7x |
| Sun, 21 Dec 2025 | ₱220.7b | ₱334.3b | ₱12.4b | 10.5x | 17.9x | 0.7x |
| Tue, 18 Nov 2025 | ₱231.3b | ₱333.8b | ₱12.4b | 10.9x | 18.7x | 0.7x |
| Thu, 16 Oct 2025 | ₱264.2b | ₱325.2b | ₱12.2b | 10.9x | 21.7x | 0.8x |
| Sat, 13 Sep 2025 | ₱272.7b | ₱325.2b | ₱12.2b | 11.4x | 22.4x | 0.8x |
| Mon, 11 Aug 2025 | ₱258.0b | ₱314.8b | ₱12.0b | 11.7x | 21.5x | 0.8x |
| Wed, 09 Jul 2025 | ₱273.8b | ₱314.4b | ₱12.1b | 11.3x | 22.6x | 0.9x |
| Fri, 06 Jun 2025 | ₱278.0b | ₱314.4b | ₱12.1b | 10.8x | 23x | 0.9x |
| Sun, 04 May 2025 | ₱273.9b | ₱305.0b | ₱12.3b | 10.9x | 22.3x | 0.9x |
| Tue, 01 Apr 2025 | ₱288.0b | ₱305.5b | ₱12.1b | 11.1x | 23.8x | 0.9x |
| Thu, 27 Feb 2025 | ₱319.1b | ₱298.4b | ₱12.1b | 11.5x | 26.3x | 1.1x |
| Sat, 25 Jan 2025 | ₱298.0b | ₱298.4b | ₱12.1b | 11.3x | 24.7x | 1x |
| Mon, 23 Dec 2024 | ₱309.3b | ₱298.4b | ₱12.1b | 10.4x | 25.6x | 1x |
| Wed, 20 Nov 2024 | ₱323.0b | ₱297.9b | ₱12.1b | 12.5x | 26.8x | 1.1x |
| Fri, 18 Oct 2024 | ₱335.9b | ₱291.3b | ₱11.6b | 13.7x | 28.9x | 1.2x |
| Sun, 15 Sep 2024 | ₱308.8b | ₱291.3b | ₱11.6b | 12.8x | 26.6x | 1.1x |
| Tue, 13 Aug 2024 | ₱282.9b | ₱284.4b | ₱11.0b | 15.1x | 25.8x | 1x |
| Thu, 11 Jul 2024 | ₱272.2b | ₱284.4b | ₱11.0b | 14.8x | 24.8x | 1x |
| Sat, 08 Jun 2024 | ₱282.8b | ₱284.4b | ₱11.0b | 15.6x | 25.8x | 1x |
| Mon, 06 May 2024 | ₱269.9b | ₱277.7b | ₱10.5b | 15.2x | 25.8x | 1x |
| Wed, 03 Apr 2024 | ₱302.4b | ₱277.1b | ₱10.6b | 14.6x | 28.7x | 1.1x |
| Fri, 01 Mar 2024 | ₱331.7b | ₱272.0b | ₱8.9b | 14.5x | 37.1x | 1.2x |
| Sun, 28 Jan 2024 | ₱333.3b | ₱271.6b | ₱8.9b | 15.2x | 37.3x | 1.2x |
| Tue, 26 Dec 2023 | ₱304.2b | ₱271.6b | ₱8.9b | 14x | 34x | 1.1x |
| Thu, 23 Nov 2023 | ₱293.1b | ₱271.6b | ₱8.9b | 13.5x | 32.8x | 1.1x |
| Sat, 21 Oct 2023 | ₱270.1b | ₱262.0b | ₱8.7b | 11x | 31.2x | 1x |
| Mon, 18 Sep 2023 | ₱278.4b | ₱261.4b | ₱8.6b | 12.3x | 32.5x | 1.1x |
| Wed, 16 Aug 2023 | ₱299.7b | ₱261.4b | ₱8.6b | 12.1x | 35x | 1.1x |
35x
How does Filipino Restaurants compare with similar industries?
| PH Market | 0.68% | |
| Consumer Discretionary | 0.47% | |
| Hospitality | 0.86% | |
| Restaurants | 1.20% | |
| Casinos and Gaming | 0.46% | |
| Hotels, Resorts and Cruise Lines | -4.74% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JFC Jollibee Foods | ₱150.60 | 1.2% +₱2.0b | -29.1% | PE17.6x | |
| FCG Figaro Culinary Group | ₱0.63 | 12.5% +₱382.8m | -7.4% | PE5.3x | |
| FRUIT Fruitas Holdings | ₱0.70 | 6.1% +₱83.9m | 12.9% | PE14.1x |