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Pakistani (KSE) Consumer Discretionary Sector Analysis

UpdatedNov 28, 2023
DataAggregated Company Financials
Companies112
  • 7D7.8%
  • 3M39.9%
  • 1Y32.9%
  • YTD30.6%

In the last week, the Consumer Discretionary industry is up 7.8%, with Interloop up 14%. Meanwhile, Pakistan Hotels Developers actually underperformed within the industry, shrinking 6.8% in the last week. This takes the industry's 12 month performance to a gain of 33%. Looking forward, earnings are forecast to grow by 42% annually.

Sector Valuation and Performance

Has the Pakistani Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Nov 2023PK₨903.1bPK₨2.9tPK₨104.1b4.8x8.7x0.3x
Thu, 26 Oct 2023PK₨725.8bPK₨2.8tPK₨99.7b3.8x7.3x0.3x
Sat, 23 Sep 2023PK₨664.8bPK₨2.8tPK₨114.4b3.7x5.8x0.2x
Mon, 21 Aug 2023PK₨672.2bPK₨2.8tPK₨107.9b3.6x6.2x0.2x
Wed, 19 Jul 2023PK₨657.4bPK₨2.8tPK₨107.4b3.7x6.1x0.2x
Fri, 16 Jun 2023PK₨649.4bPK₨2.8tPK₨106.6b3.7x6.1x0.2x
Sun, 14 May 2023PK₨617.9bPK₨2.8tPK₨126.6b3.3x4.9x0.2x
Tue, 11 Apr 2023PK₨596.0bPK₨2.8tPK₨141.4b3.4x4.2x0.2x
Thu, 09 Mar 2023PK₨644.1bPK₨2.8tPK₨152.0b3.3x4.2x0.2x
Sat, 04 Feb 2023PK₨645.0bPK₨2.8tPK₨183.4b3x3.5x0.2x
Mon, 02 Jan 2023PK₨693.2bPK₨2.8tPK₨182.5b3.4x3.8x0.2x
Wed, 30 Nov 2022PK₨675.9bPK₨2.8tPK₨188.4b3.6x3.6x0.2x
Fri, 28 Oct 2022PK₨690.6bPK₨2.8tPK₨202.7b3.3x3.4x0.2x
Sun, 25 Sep 2022PK₨721.5bPK₨2.5tPK₨207.8b2.8x3.5x0.3x
Tue, 23 Aug 2022PK₨757.3bPK₨2.4tPK₨208.8b2.9x3.6x0.3x
Thu, 21 Jul 2022PK₨733.1bPK₨2.4tPK₨207.3b2.8x3.5x0.3x
Sat, 18 Jun 2022PK₨750.7bPK₨2.4tPK₨207.4b2.8x3.6x0.3x
Mon, 16 May 2022PK₨787.5bPK₨2.3tPK₨204.3b3x3.9x0.3x
Wed, 13 Apr 2022PK₨842.0bPK₨2.3tPK₨198.1b3.3x4.2x0.4x
Fri, 11 Mar 2022PK₨811.9bPK₨2.2tPK₨194.3b3.8x4.2x0.4x
Sun, 06 Feb 2022PK₨844.2bPK₨2.1tPK₨180.0b3.6x4.7x0.4x
Tue, 04 Jan 2022PK₨822.6bPK₨2.1tPK₨180.2b3.6x4.6x0.4x
Thu, 02 Dec 2021PK₨831.0bPK₨2.1tPK₨174.4b4.1x4.8x0.4x
Sat, 30 Oct 2021PK₨822.4bPK₨2.0tPK₨144.7b5x5.7x0.4x
Mon, 27 Sep 2021PK₨833.4bPK₨1.8tPK₨108.9b7x7.7x0.5x
Wed, 25 Aug 2021PK₨905.7bPK₨1.7tPK₨98.1b8.7x9.2x0.5x
Thu, 01 Jul 2021PK₨867.0bPK₨1.7tPK₨98.1b8x8.8x0.5x
Sun, 04 Apr 2021PK₨776.7bPK₨1.6tPK₨80.8b7.4x9.6x0.5x
Wed, 06 Jan 2021PK₨788.4bPK₨1.5tPK₨43.2b9.8x18.2x0.5x
Price to Earnings Ratio

30x


Total Market Cap: PK₨712.1bTotal Earnings: PK₨23.7bTotal Revenue: PK₨1.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Pakistani Consumer Discretionary Sector Price to Earnings3Y Average 7.3x202120222023
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 8.5x which is higher than its 3-year average PE of 7.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.36x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 64% per year over the last three years.
  • Revenues for these companies have grown 27% 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 Pakistani Consumer Discretionary sector?

PK Market4.04%
Consumer Discretionary7.83%
Hospitality16.76%
Leisure13.73%
Retail Distributors10.48%
Auto9.16%
Specialty Stores8.77%
Luxury7.22%
Consumer Durables6.85%
Auto Components4.24%
Consumer Services0%
Online Retail and Ecommerce0%
General Merchandise and Department Stores0%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 3.8x.
    • Analysts are expecting annual earnings growth of 43.3%, which is higher than its past year's earnings decline of 0.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 43% over the next 5 years.
  • This is better than its past earnings decline of 0.8% per year.
  • In contrast, the Auto Components industry is expected to see its earnings grow by 20% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ILP InterloopPK₨69.4813.8%
+PK₨11.8b
89.4%PE4.8x
PSEL Pakistan ServicesPK₨931.1025.7%
+PK₨6.2b
32.6%PS2.2x
PSMC Pak Suzuki MotorPK₨553.7013.9%
+PK₨5.6b
251.9%PS0.4x
HCAR Honda Atlas Cars (Pakistan)PK₨212.9916.0%
+PK₨4.2b
36.1%PS0.4x
INDU Indus MotorPK₨1.14k4.7%
+PK₨4.0b
14.0%PE7.7x
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Latest News

GATM

PK₨24.94

Gul Ahmed Textile Mills

7D

17.1%

1Y

17.7%

HCAR

PK₨212.99

Honda Atlas Cars (Pakistan)

7D

16.0%

1Y

36.1%

PHDL

PK₨470.00

Pakistan Hotels Developers

7D

-6.8%

1Y

446.5%

WAVES

PK₨8.54

Waves

7D

-2.3%

1Y

-14.7%

ILP

PK₨69.48

Interloop

7D

13.8%

1Y

89.4%

PRET

PK₨401.00

Premium Textile Mills

7D

-4.1%

1Y

-45.9%

INDU

PK₨1,140.08

Indus Motor

7D

4.7%

1Y

14.0%

IBFL

PK₨362.98

Ibrahim Fibres

7D

3.6%

1Y

81.5%

ATLH

PK₨327.06

Atlas Honda

7D

7.6%

1Y

-2.4%

SAZEW

PK₨180.81

Sazgar Engineering Works

7D

-1.9%

1Y

208.1%

DFML

PK₨15.89

Dewan Farooque Motors

7D

-3.3%

1Y

33.9%

JATM

PK₨54.10

J. A. Textile Mills

7D

-8.3%

1Y

800.2%

PSEL

PK₨931.10

Pakistan Services

7D

25.7%

1Y

32.6%

LOADS

PK₨9.22

Loads

7D

-2.7%

1Y

13.8%

MEHT

PK₨488.18

Mahmood Textile Mills

7D

-0.4%

1Y

-12.0%

PSMC

PK₨553.70

Pak Suzuki Motor

7D

13.9%

1Y

251.9%