Pakistani (KSE) Consumer Discretionary Sector Analysis
UpdatedApr 22, 2024
DataAggregated Company Financials
Companies110
- 7D1.6%
- 3M2.2%
- 1Y73.3%
- YTD5.6%
The Consumer Discretionary industry is up 1.0% in the last week, with Ibrahim Fibres up 6.8%. This means that the industry has gained 72% over the past year. Earnings are forecast to grow by 10% 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 |
|---|---|---|---|---|---|---|
| Tue, 23 Apr 2024 | PK₨1.0t | PK₨2.9t | PK₨117.5b | 5.6x | 8.8x | 0.4x |
| Thu, 21 Mar 2024 | PK₨1.0t | PK₨3.0t | PK₨110.9b | 5.4x | 9.1x | 0.3x |
| Sat, 17 Feb 2024 | PK₨988.2b | PK₨2.9t | PK₨105.7b | 5.3x | 9.3x | 0.3x |
| Mon, 15 Jan 2024 | PK₨1.1t | PK₨2.9t | PK₨104.9b | 5.7x | 10x | 0.4x |
| Wed, 13 Dec 2023 | PK₨964.5b | PK₨2.9t | PK₨103.3b | 5.8x | 9.3x | 0.3x |
| Fri, 10 Nov 2023 | PK₨793.7b | PK₨2.9t | PK₨104.8b | 4.2x | 7.6x | 0.3x |
| Sun, 08 Oct 2023 | PK₨676.6b | PK₨2.7t | PK₨107.8b | 3.8x | 6.3x | 0.2x |
| Tue, 05 Sep 2023 | PK₨644.6b | PK₨2.8t | PK₨112.2b | 3.5x | 5.7x | 0.2x |
| Thu, 03 Aug 2023 | PK₨676.0b | PK₨2.8t | PK₨107.4b | 3.5x | 6.3x | 0.2x |
| Sat, 01 Jul 2023 | PK₨635.4b | PK₨2.8t | PK₨106.6b | 3.6x | 6x | 0.2x |
| Mon, 29 May 2023 | PK₨628.6b | PK₨2.8t | PK₨114.8b | 3.2x | 5.5x | 0.2x |
| Wed, 26 Apr 2023 | PK₨597.1b | PK₨2.8t | PK₨131.4b | 3.2x | 4.5x | 0.2x |
| Fri, 24 Mar 2023 | PK₨611.0b | PK₨2.8t | PK₨147.2b | 3.6x | 4.1x | 0.2x |
| Sun, 19 Feb 2023 | PK₨640.0b | PK₨2.8t | PK₨181.2b | 2.8x | 3.5x | 0.2x |
| Tue, 17 Jan 2023 | PK₨671.9b | PK₨2.8t | PK₨183.3b | 3x | 3.7x | 0.2x |
| Thu, 15 Dec 2022 | PK₨682.8b | PK₨2.8t | PK₨186.1b | 3.1x | 3.7x | 0.2x |
| Sat, 12 Nov 2022 | PK₨690.8b | PK₨2.8t | PK₨188.3b | 3.7x | 3.7x | 0.2x |
| Mon, 10 Oct 2022 | PK₨713.9b | PK₨2.7t | PK₨207.0b | 3.5x | 3.4x | 0.3x |
| Wed, 07 Sep 2022 | PK₨735.5b | PK₨2.4t | PK₨208.8b | 2.9x | 3.5x | 0.3x |
| Fri, 05 Aug 2022 | PK₨736.0b | PK₨2.4t | PK₨207.3b | 2.8x | 3.5x | 0.3x |
| Sun, 03 Jul 2022 | PK₨758.7b | PK₨2.4t | PK₨207.5b | 2.7x | 3.7x | 0.3x |
| Tue, 31 May 2022 | PK₨777.7b | PK₨2.4t | PK₨205.8b | 3x | 3.8x | 0.3x |
| Thu, 28 Apr 2022 | PK₨821.6b | PK₨2.6t | PK₨205.8b | 3.4x | 4x | 0.3x |
| Sat, 26 Mar 2022 | PK₨810.4b | PK₨2.3t | PK₨198.7b | 3.6x | 4.1x | 0.4x |
| Mon, 21 Feb 2022 | PK₨861.3b | PK₨2.1t | PK₨180.0b | 3.7x | 4.8x | 0.4x |
| Wed, 19 Jan 2022 | PK₨831.8b | PK₨2.1t | PK₨180.2b | 3.9x | 4.6x | 0.4x |
| Fri, 17 Dec 2021 | PK₨796.3b | PK₨2.1t | PK₨180.2b | 3.6x | 4.4x | 0.4x |
| Sun, 14 Nov 2021 | PK₨838.7b | PK₨2.1t | PK₨173.2b | 3.7x | 4.8x | 0.4x |
| Tue, 12 Oct 2021 | PK₨802.4b | PK₨1.9t | PK₨131.7b | 5.4x | 6.1x | 0.4x |
| Thu, 09 Sep 2021 | PK₨884.7b | PK₨1.7t | PK₨99.5b | 8.3x | 8.9x | 0.5x |
| Sat, 07 Aug 2021 | PK₨899.4b | PK₨1.7t | PK₨98.1b | 8.7x | 9.2x | 0.5x |
| Fri, 30 Apr 2021 | PK₨793.2b | PK₨1.6t | PK₨80.8b | 7.2x | 9.8x | 0.5x |
Price to Earnings Ratio
9.8x
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 8.7x which is higher than its 3-year average PE of 5.9x.
- The industry is trading close to its 3-year average PS ratio of 0.33x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 13% per year over the last three years.
- Revenues for these companies have grown 23% 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 Market | 0.85% | |
| Consumer Discretionary | 1.56% | |
| Specialty Stores | 19.62% | |
| Auto Components | 5.64% | |
| Retail Distributors | 3.94% | |
| Auto | 1.75% | |
| Luxury | 1.07% | |
| Leisure | 0% | |
| Consumer Services | 0% | |
| Online Retail and Ecommerce | 0% | |
| General Merchandise and Department Stores | 0% | |
| Consumer Durables | -0.49% | |
| Hospitality | -3.70% | |
Industry PE
- Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 2.6x.
- Analysts are expecting annual earnings growth of 9.4%, which is higher than its past year's earnings growth of 0.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 24% over the next 5 years.
- However this is lower than its past earnings growth rate of 153% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 9.4% 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₨626.15 | 28.0% +PK₨8.3b | 1,080.5% | PE16.2x | |
| HCAR Honda Atlas Cars (Pakistan) | PK₨281.49 | 20.2% +PK₨6.8b | 145.1% | PE287.2x | |
| FML Feroze1888 Mills | PK₨89.00 | 6.0% +PK₨2.0b | 58.6% | PE5.3x | |
| ILP Interloop | PK₨72.86 | 1.9% +PK₨1.9b | 123.0% | PE4x | |
| TGL Tariq Glass Industries | PK₨117.86 | 10.3% +PK₨1.9b | 66.8% | PE5.1x |