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Pakistani (KSE) Consumer Discretionary Sector Analysis

UpdatedNov 27, 2022
DataAggregated Company Financials
Companies111
  • 7D1.7%
  • 3M-7.1%
  • 1Y-15.6%
  • YTD-17.5%

In the last week, the Consumer Discretionary industry is up 1.7%, with Indus Motor up 7.8%. In contrast, the industry has lost 16% in the last 12 months. As for the next few years, earnings are expected to grow by 29% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 27 Nov 2022PK₨685.7bPK₨2.8tPK₨188.4b3.6x3.6x0.2x
Tue, 25 Oct 2022PK₨702.2bPK₨2.8tPK₨203.4b3.2x3.5x0.3x
Thu, 22 Sep 2022PK₨717.5bPK₨2.5tPK₨205.9b2.9x3.5x0.3x
Sat, 20 Aug 2022PK₨761.9bPK₨2.4tPK₨207.4b2.9x3.7x0.3x
Mon, 18 Jul 2022PK₨754.0bPK₨2.4tPK₨207.3b2.8x3.6x0.3x
Wed, 15 Jun 2022PK₨748.8bPK₨2.4tPK₨207.3b2.8x3.6x0.3x
Fri, 13 May 2022PK₨777.1bPK₨2.3tPK₨204.3b2.9x3.8x0.3x
Sun, 10 Apr 2022PK₨814.3bPK₨2.3tPK₨198.1b3.3x4.1x0.4x
Tue, 08 Mar 2022PK₨811.2bPK₨2.2tPK₨189.8b3.5x4.3x0.4x
Thu, 03 Feb 2022PK₨841.4bPK₨2.1tPK₨180.1b3.7x4.7x0.4x
Sat, 01 Jan 2022PK₨821.8bPK₨2.1tPK₨180.2b3.7x4.6x0.4x
Mon, 29 Nov 2021PK₨825.4bPK₨2.1tPK₨173.5b3.9x4.8x0.4x
Wed, 27 Oct 2021PK₨812.1bPK₨1.9tPK₨134.4b5x6x0.4x
Fri, 24 Sep 2021PK₨842.3bPK₨1.8tPK₨106.2b7.4x7.9x0.5x
Sun, 22 Aug 2021PK₨901.1bPK₨1.7tPK₨98.1b8.7x9.2x0.5x
Fri, 09 Jul 2021PK₨867.0bPK₨1.7tPK₨98.1b8x8.8x0.5x
Thu, 01 Apr 2021PK₨776.7bPK₨1.6tPK₨80.8b7.4x9.6x0.5x
Sun, 03 Jan 2021PK₨788.4bPK₨1.5tPK₨43.2b9.8x18.2x0.5x
Wed, 07 Oct 2020PK₨699.6bPK₨1.4tPK₨23.7b9.3x29.5x0.5x
Tue, 30 Jun 2020PK₨566.2bPK₨1.3tPK₨21.1b9.1x26.8x0.4x
Fri, 03 Apr 2020PK₨485.3bPK₨1.6tPK₨58.8b6.1x8.3x0.3x
Mon, 06 Jan 2020PK₨647.6bPK₨1.6tPK₨69.0b6.3x9.4x0.4x
Price to Earnings Ratio

8.5x


Total Market Cap: PK₨630.9bTotal Earnings: PK₨73.9bTotal Revenue: PK₨1.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Pakistani Consumer Discretionary Sector Price to Earnings3Y Average 11.6x202020212022
Current Industry PE
  • Investors are pessimistic on the Pakistani 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 3.6x which is lower than its 3-year average PE of 11.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.42x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 37% per year over the last three years.
  • Revenues for these companies have grown 21% 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 Market0.40%
Consumer Discretionary1.68%
Leisure23.84%
Hospitality3.82%
Auto Components3.52%
Auto3.36%
Specialty Stores2.59%
Luxury0.91%
Consumer Services0%
Online Retail and Ecommerce0%
General Merchanise and Department Stores0%
Retail Distributors-0.58%
Consumer Durables-1.93%
Industry PE
  • Investors are most optimistic about the Auto industry even though it's trading below its 3-year average PE ratio of 29.1x.
    • Analysts are expecting annual earnings growth of 29.5%, which is higher than its past year's earnings growth of 20.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is better than its past earnings growth rate of 21% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 29% 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
INDU Indus MotorPK₨999.917.8%
+PK₨5.7b
-18.2%PE6.7x
MEHT Mahmood Textile MillsPK₨806.007.0%
+PK₨993.8m
22.0%PE4.8x
FZCM Fazal Cloth MillsPK₨234.3015.8%
+PK₨961.2m
-11.8%PE1.5x
FML Feroze1888 MillsPK₨67.983.4%
+PK₨890.7m
-21.8%PE5.7x
PSEL Pakistan ServicesPK₨693.374.1%
+PK₨889.9m
n/aPS1.7x
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Latest News

INDU

PK₨999.91

Indus Motor

7D

7.8%

1Y

-18.2%

IBFL

PK₨202.00

Ibrahim Fibres

7D

1.0%

1Y

22.4%

TGL

PK₨82.29

Tariq Glass Industries

7D

-2.1%

1Y

-0.4%

THALL

PK₨270.90

Thal

7D

3.5%

1Y

-26.3%

TOWL

PK₨127.03

Towellers

7D

-8.7%

1Y

23.6%

ZAHID

PK₨30.54

Zahidjee Textile Mills

7D

-7.1%

1Y

13.2%

SRVI

PK₨340.42

Service Industries

7D

-2.2%

1Y

-28.1%

SFL

PK₨1,199.00

Sapphire Fibres

7D

-2.5%

1Y

42.7%

PSEL

PK₨693.37

Pakistan Services

7D

4.1%

1Y

n/a

MEHT

PK₨806.00

Mahmood Textile Mills

7D

7.0%

1Y

22.0%

IDYM

PK₨213.96

Indus Dyeing & Manufacturing

7D

-1.7%

1Y

-19.3%

HCAR

PK₨160.24

Honda Atlas Cars (Pakistan)

7D

-2.4%

1Y

-21.1%

FZCM

PK₨234.30

Fazal Cloth Mills

7D

15.8%

1Y

-11.8%

FML

PK₨67.98

Feroze1888 Mills

7D

3.4%

1Y

-21.8%

BATA

PK₨1,801.00

Bata Pakistan

7D

-4.2%

1Y

-5.2%

AWTX

PK₨3,004.48

Allawasaya Textile & Finishing Mills

7D

33.5%

1Y

10.7%