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Saudi Arabian (Tadawul) Consumer Discretionary Sector Analysis
UpdatedSep 19, 2024
DataAggregated Company Financials
Companies38
- 7D1.0%
- 3M3.8%
- 1Y14.1%
- YTD0.9%
The Consumer Discretionary is pretty flat in the last 7 days, but Saudi Automotive Services has stood out, gaining 4.4%. As for the the longer term, the industry is up 14% over the past 12 months. As for the next few years, earnings are expected to grow by 22% per annum.
Sector Valuation and Performance
Has the Saudi Arabian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 19 Sep 2024 | ر.س100.7b | ر.س63.6b | ر.س2.8b | 34.4x | 36.4x | 1.6x |
| Sat, 17 Aug 2024 | ر.س96.4b | ر.س63.3b | ر.س2.8b | 31.1x | 34.1x | 1.5x |
| Mon, 15 Jul 2024 | ر.س86.6b | ر.س45.6b | ر.س2.5b | 30.5x | 34.6x | 1.9x |
| Wed, 12 Jun 2024 | ر.س86.2b | ر.س45.4b | ر.س2.5b | 30.2x | 34.9x | 1.9x |
| Fri, 10 May 2024 | ر.س90.2b | ر.س44.9b | ر.س2.4b | 31.3x | 38.4x | 2x |
| Sun, 07 Apr 2024 | ر.س92.0b | ر.س44.4b | ر.س2.4b | 35x | 38.6x | 2.1x |
| Tue, 05 Mar 2024 | ر.س95.2b | ر.س44.1b | ر.س2.3b | 31.9x | 42.3x | 2.2x |
| Thu, 01 Feb 2024 | ر.س90.1b | ر.س44.7b | ر.س2.3b | 29.3x | 39.5x | 2x |
| Sat, 30 Dec 2023 | ر.س87.6b | ر.س44.5b | ر.س2.3b | 30.1x | 38.7x | 2x |
| Mon, 27 Nov 2023 | ر.س79.1b | ر.س44.4b | ر.س2.3b | 27.7x | 34.9x | 1.8x |
| Wed, 25 Oct 2023 | ر.س76.0b | ر.س49.7b | ر.س2.4b | 27.4x | 31.7x | 1.5x |
| Fri, 22 Sep 2023 | ر.س79.4b | ر.س49.6b | ر.س2.4b | 30.2x | 33x | 1.6x |
| Sun, 20 Aug 2023 | ر.س84.0b | ر.س49.5b | ر.س2.4b | 31.7x | 35.3x | 1.7x |
| Tue, 18 Jul 2023 | ر.س86.1b | ر.س42.6b | ر.س2.1b | 37.3x | 41.9x | 2x |
| Thu, 15 Jun 2023 | ر.س85.1b | ر.س42.4b | ر.س2.0b | 33.3x | 42.1x | 2x |
| Sat, 13 May 2023 | ر.س83.6b | ر.س46.9b | ر.س1.8b | 30.7x | 46.6x | 1.8x |
| Mon, 10 Apr 2023 | ر.س79.9b | ر.س46.6b | ر.س1.7b | 25x | 47.1x | 1.7x |
| Wed, 08 Mar 2023 | ر.س75.4b | ر.س45.4b | ر.س1.8b | 26.8x | 42.4x | 1.7x |
| Fri, 03 Feb 2023 | ر.س73.2b | ر.س45.4b | ر.س2.1b | 27.7x | 35.3x | 1.6x |
| Sun, 01 Jan 2023 | ر.س70.9b | ر.س45.3b | ر.س2.1b | 28.1x | 34.3x | 1.6x |
| Tue, 29 Nov 2022 | ر.س70.1b | ر.س44.5b | ر.س1.9b | 29.4x | 36.1x | 1.6x |
| Thu, 27 Oct 2022 | ر.س73.2b | ر.س42.8b | ر.س1.9b | 31x | 38.8x | 1.7x |
| Sat, 24 Sep 2022 | ر.س75.8b | ر.س42.8b | ر.س1.9b | 30x | 40.2x | 1.8x |
| Mon, 22 Aug 2022 | ر.س81.6b | ر.س41.0b | ر.س1.8b | 31.5x | 45.5x | 2x |
| Wed, 20 Jul 2022 | ر.س68.0b | ر.س39.8b | ر.س1.7b | 28.2x | 39.8x | 1.7x |
| Fri, 17 Jun 2022 | ر.س72.5b | ر.س39.2b | ر.س1.4b | 30.2x | 52.9x | 1.8x |
| Sun, 15 May 2022 | ر.س80.0b | ر.س38.7b | ر.س1.5b | 37.7x | 54.8x | 2.1x |
| Tue, 12 Apr 2022 | ر.س87.6b | ر.س37.9b | ر.س1.3b | 38.6x | 66.1x | 2.3x |
| Thu, 10 Mar 2022 | ر.س90.4b | ر.س36.8b | ر.س651.6m | 33.3x | 138.8x | 2.5x |
| Sat, 05 Feb 2022 | ر.س88.7b | ر.س36.6b | ر.س370.0m | 46x | 239.8x | 2.4x |
| Mon, 03 Jan 2022 | ر.س75.5b | ر.س35.6b | ر.س267.6m | 39.9x | 282.1x | 2.1x |
| Wed, 01 Dec 2021 | ر.س71.7b | ر.س35.5b | ر.س206.2m | 37.4x | 347.5x | 2x |
| Fri, 29 Oct 2021 | ر.س81.2b | ر.س33.9b | -ر.س227,451,725.00 | 39.3x | -357.1x | 2.4x |
| Sun, 26 Sep 2021 | ر.س82.5b | ر.س33.8b | -ر.س235,628,775.00 | 42.8x | -350.1x | 2.4x |
Price to Earnings Ratio
-350.1x
Current Industry PE
- Investors are optimistic on the Saudi Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 36.4x which is higher than its 3-year average PE of 29.6x.
- The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- Total earnings for the Consumer Discretionary industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 23% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Saudi Arabian Consumer Discretionary sector?
| SA Market | 0.78% | |
| Consumer Discretionary | 0.99% | |
| Consumer Services | 2.39% | |
| Specialty Stores | 0.76% | |
| Hospitality | 0.73% | |
| Retail Distributors | 0.72% | |
| Luxury | 0.66% | |
| Consumer Durables | 0.50% | |
| Auto Components | 0% | |
| Auto | 0% | |
| Leisure | 0% | |
| Online Retail and Ecommerce | 0% | |
| General Merchandise and Department Stores | 0% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 52.8x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 29% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Specialty Stores industry is expected to see its earnings grow by 18% 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 | |
|---|---|---|---|---|---|
| 4050 Saudi Automotive Services | ر.س89.10 | 8.9% +ر.س511.0m | 79.2% | PE59.4x | |
| 4190 Jarir Marketing | ر.س13.10 | 1.7% +ر.س264.0m | -9.5% | PE16.4x | |
| 4291 National Company for Learning and Education | ر.س213.80 | 2.4% +ر.س215.0m | 115.1% | PE76.1x | |
| 4003 United Electronics | ر.س96.10 | 2.2% +ر.س160.1m | 27.8% | PE16.5x | |
| 1830 Leejam Sports | ر.س206.40 | 1.5% +ر.س157.2m | 48.9% | PE27.8x |
