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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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 19 Sep 2024ر.س100.7bر.س63.6bر.س2.8b34.4x36.4x1.6x
Sat, 17 Aug 2024ر.س96.4bر.س63.3bر.س2.8b31.1x34.1x1.5x
Mon, 15 Jul 2024ر.س86.6bر.س45.6bر.س2.5b30.5x34.6x1.9x
Wed, 12 Jun 2024ر.س86.2bر.س45.4bر.س2.5b30.2x34.9x1.9x
Fri, 10 May 2024ر.س90.2bر.س44.9bر.س2.4b31.3x38.4x2x
Sun, 07 Apr 2024ر.س92.0bر.س44.4bر.س2.4b35x38.6x2.1x
Tue, 05 Mar 2024ر.س95.2bر.س44.1bر.س2.3b31.9x42.3x2.2x
Thu, 01 Feb 2024ر.س90.1bر.س44.7bر.س2.3b29.3x39.5x2x
Sat, 30 Dec 2023ر.س87.6bر.س44.5bر.س2.3b30.1x38.7x2x
Mon, 27 Nov 2023ر.س79.1bر.س44.4bر.س2.3b27.7x34.9x1.8x
Wed, 25 Oct 2023ر.س76.0bر.س49.7bر.س2.4b27.4x31.7x1.5x
Fri, 22 Sep 2023ر.س79.4bر.س49.6bر.س2.4b30.2x33x1.6x
Sun, 20 Aug 2023ر.س84.0bر.س49.5bر.س2.4b31.7x35.3x1.7x
Tue, 18 Jul 2023ر.س86.1bر.س42.6bر.س2.1b37.3x41.9x2x
Thu, 15 Jun 2023ر.س85.1bر.س42.4bر.س2.0b33.3x42.1x2x
Sat, 13 May 2023ر.س83.6bر.س46.9bر.س1.8b30.7x46.6x1.8x
Mon, 10 Apr 2023ر.س79.9bر.س46.6bر.س1.7b25x47.1x1.7x
Wed, 08 Mar 2023ر.س75.4bر.س45.4bر.س1.8b26.8x42.4x1.7x
Fri, 03 Feb 2023ر.س73.2bر.س45.4bر.س2.1b27.7x35.3x1.6x
Sun, 01 Jan 2023ر.س70.9bر.س45.3bر.س2.1b28.1x34.3x1.6x
Tue, 29 Nov 2022ر.س70.1bر.س44.5bر.س1.9b29.4x36.1x1.6x
Thu, 27 Oct 2022ر.س73.2bر.س42.8bر.س1.9b31x38.8x1.7x
Sat, 24 Sep 2022ر.س75.8bر.س42.8bر.س1.9b30x40.2x1.8x
Mon, 22 Aug 2022ر.س81.6bر.س41.0bر.س1.8b31.5x45.5x2x
Wed, 20 Jul 2022ر.س68.0bر.س39.8bر.س1.7b28.2x39.8x1.7x
Fri, 17 Jun 2022ر.س72.5bر.س39.2bر.س1.4b30.2x52.9x1.8x
Sun, 15 May 2022ر.س80.0bر.س38.7bر.س1.5b37.7x54.8x2.1x
Tue, 12 Apr 2022ر.س87.6bر.س37.9bر.س1.3b38.6x66.1x2.3x
Thu, 10 Mar 2022ر.س90.4bر.س36.8bر.س651.6m33.3x138.8x2.5x
Sat, 05 Feb 2022ر.س88.7bر.س36.6bر.س370.0m46x239.8x2.4x
Mon, 03 Jan 2022ر.س75.5bر.س35.6bر.س267.6m39.9x282.1x2.1x
Wed, 01 Dec 2021ر.س71.7bر.س35.5bر.س206.2m37.4x347.5x2x
Fri, 29 Oct 2021ر.س81.2bر.س33.9b-ر.س227,451,725.0039.3x-357.1x2.4x
Sun, 26 Sep 2021ر.س82.5bر.س33.8b-ر.س235,628,775.0042.8x-350.1x2.4x
Price to Earnings Ratio

-350.1x


Total Market Cap: ر.س82.5bTotal Earnings: -ر.س235,628,775.00Total Revenue: ر.س33.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Saudi Arabian Consumer Discretionary Sector Price to Earnings3Y Average 29.6x202220232024
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 Market0.78%
Consumer Discretionary0.99%
Consumer Services2.39%
Specialty Stores0.76%
Hospitality0.73%
Retail Distributors0.72%
Luxury0.66%
Consumer Durables0.50%
Auto Components0%
Auto0%
Leisure0%
Online Retail and Ecommerce0%
General Merchandise and Department Stores0%
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?

CompanyLast Price7D1YValuation
4050 Saudi Automotive Servicesر.س89.108.9%
+ر.س511.0m
79.2%PE59.4x
4190 Jarir Marketingر.س13.101.7%
+ر.س264.0m
-9.5%PE16.4x
4291 National Company for Learning and Educationر.س213.802.4%
+ر.س215.0m
115.1%PE76.1x
4003 United Electronicsر.س96.102.2%
+ر.س160.1m
27.8%PE16.5x
1830 Leejam Sportsر.س206.401.5%
+ر.س157.2m
48.9%PE27.8x
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Ataa Educational

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3.4%

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16.4%

9541

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14.7%

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63.9%

6013

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ر.س23.44

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6014

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9520

ر.س12.50

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