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Pakistani (KSE) Consumer Discretionary Sector Analysis
UpdatedMar 13, 2025
DataAggregated Company Financials
Companies115
- 7D-1.3%
- 3M-3.5%
- 1Y27.1%
- YTD-3.2%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.3%, driven by a pullback from Ibrahim Fibres of 5.6%. In the past year, the industry has gained 27%. Looking forward, earnings are forecast to grow by 59% annually.
Sector Valuation and Performance
Has the Pakistani Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 14 Mar 2025 | PK₨1.2t | PK₨3.3t | PK₨113.1b | 7.7x | 10.7x | 0.4x |
| Sun, 09 Feb 2025 | PK₨1.2t | PK₨3.2t | PK₨109.4b | 8.5x | 11x | 0.4x |
| Tue, 07 Jan 2025 | PK₨1.2t | PK₨3.2t | PK₨106.7b | 9.7x | 11.5x | 0.4x |
| Thu, 05 Dec 2024 | PK₨1.2t | PK₨3.1t | PK₨101.5b | 8.8x | 11.8x | 0.4x |
| Sat, 02 Nov 2024 | PK₨1.1t | PK₨3.2t | PK₨106.3b | 8.9x | 10.4x | 0.3x |
| Mon, 30 Sep 2024 | PK₨1.1t | PK₨3.1t | PK₨122.2b | 6.2x | 8.6x | 0.3x |
| Wed, 28 Aug 2024 | PK₨1.1t | PK₨3.0t | PK₨107.7b | 6.7x | 10x | 0.4x |
| Fri, 26 Jul 2024 | PK₨1.1t | PK₨3.0t | PK₨106.5b | 7.1x | 10.2x | 0.4x |
| Sun, 23 Jun 2024 | PK₨1.1t | PK₨3.0t | PK₨109.2b | 7.7x | 9.7x | 0.4x |
| Tue, 21 May 2024 | PK₨1.1t | PK₨2.9t | PK₨110.2b | 7x | 9.6x | 0.4x |
| Thu, 18 Apr 2024 | PK₨1.0t | PK₨2.9t | PK₨117.5b | 5.9x | 8.7x | 0.3x |
| Sat, 16 Mar 2024 | PK₨1.0t | PK₨2.9t | PK₨111.0b | 5.9x | 9.2x | 0.3x |
| Mon, 12 Feb 2024 | PK₨1.0t | PK₨2.9t | PK₨105.7b | 5.5x | 9.5x | 0.3x |
| Wed, 10 Jan 2024 | PK₨993.1b | PK₨2.9t | PK₨102.6b | 5.9x | 9.7x | 0.3x |
| Fri, 08 Dec 2023 | PK₨941.3b | PK₨2.9t | PK₨103.7b | 5x | 9.1x | 0.3x |
| Sun, 05 Nov 2023 | PK₨792.2b | PK₨2.9t | PK₨104.6b | 4.1x | 7.6x | 0.3x |
| Tue, 03 Oct 2023 | PK₨674.0b | PK₨2.7t | PK₨111.3b | 3.6x | 6.1x | 0.2x |
| Thu, 31 Aug 2023 | PK₨657.0b | PK₨2.7t | PK₨111.7b | 3.5x | 5.9x | 0.2x |
| Sat, 29 Jul 2023 | PK₨663.6b | PK₨2.8t | PK₨107.4b | 3.6x | 6.2x | 0.2x |
| Mon, 26 Jun 2023 | PK₨621.9b | PK₨2.8t | PK₨106.6b | 3.5x | 5.8x | 0.2x |
| Wed, 24 May 2023 | PK₨623.5b | PK₨2.8t | PK₨124.2b | 3.3x | 5x | 0.2x |
| Fri, 21 Apr 2023 | PK₨597.1b | PK₨2.8t | PK₨135.5b | 3.4x | 4.4x | 0.2x |
| Sun, 19 Mar 2023 | PK₨630.4b | PK₨2.8t | PK₨147.3b | 3.5x | 4.3x | 0.2x |
| Tue, 14 Feb 2023 | PK₨649.9b | PK₨2.8t | PK₨183.6b | 2.9x | 3.5x | 0.2x |
| Thu, 12 Jan 2023 | PK₨676.8b | PK₨2.8t | PK₨183.3b | 3x | 3.7x | 0.2x |
| Sat, 10 Dec 2022 | PK₨678.6b | PK₨2.8t | PK₨186.2b | 3.1x | 3.6x | 0.2x |
| Mon, 07 Nov 2022 | PK₨693.0b | PK₨2.8t | PK₨186.8b | 3.6x | 3.7x | 0.3x |
| Wed, 05 Oct 2022 | PK₨718.0b | PK₨2.6t | PK₨208.8b | 3x | 3.4x | 0.3x |
| Fri, 02 Sep 2022 | PK₨743.5b | PK₨2.4t | PK₨208.8b | 2.9x | 3.6x | 0.3x |
| Sun, 31 Jul 2022 | PK₨715.0b | PK₨2.4t | PK₨207.3b | 2.8x | 3.4x | 0.3x |
| Tue, 28 Jun 2022 | PK₨746.8b | PK₨2.4t | PK₨207.5b | 2.8x | 3.6x | 0.3x |
| Thu, 26 May 2022 | PK₨771.7b | PK₨2.4t | PK₨205.8b | 3x | 3.7x | 0.3x |
| Sat, 23 Apr 2022 | PK₨824.7b | PK₨2.6t | PK₨205.8b | 3.4x | 4x | 0.3x |
| Mon, 21 Mar 2022 | PK₨803.4b | PK₨2.3t | PK₨198.7b | 3.4x | 4x | 0.4x |
Price to Earnings Ratio
4x
Current Industry PE
- Investors are optimistic on the Pakistani Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 10.7x which is higher than its 3-year average PE of 6.9x.
- The industry is trading close to its 3-year average PS ratio of 0.30x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 17% per year over the last three years.
- Meanwhile revenues for these companies have grown 13% 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 Pakistani Consumer Discretionary sector?
| PK Market | 1.20% | |
| Consumer Discretionary | -1.26% | |
| Retail Distributors | 6.13% | |
| Auto Components | 1.42% | |
| Consumer Services | 0% | 0 |
| Specialty Stores | 0% | 0 |
| Luxury | -1.45% | |
| Hospitality | -1.51% | |
| Auto | -1.54% | |
| Leisure | -2.56% | |
| Consumer Durables | -6.09% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Retail Distributors industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 59% over the next 5 years.
- This is better than its past earnings growth rate of 6.9% per year.
- In contrast, the Luxury industry is expected to see its earnings grow by 59% 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 | |
|---|---|---|---|---|---|
| SAZEW Sazgar Engineering Works | PK₨1.09k | 3.1% +PK₨2.0b | 172.4% | PE5x | |
| FML Feroze1888 Mills | PK₨61.60 | 4.4% +PK₨1.0b | -31.8% | PS0.4x | |
| ILP Interloop | PK₨61.10 | 1.2% +PK₨1.0b | -13.9% | PE10.6x | |
| HCAR Honda Atlas Cars (Pakistan) | PK₨290.78 | 2.1% +PK₨851.1m | 26.0% | PE17.3x | |
| GAL Ghandhara Automobiles | PK₨447.57 | 2.2% +PK₨547.2m | 463.1% | PE16.8x |