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Saudi Arabian (Tadawul) Consumer Discretionary Sector Analysis
UpdatedNov 19, 2024
DataAggregated Company Financials
Companies39
- 7D-3.2%
- 3M1.9%
- 1Y15.2%
- YTD1.7%
Over the last 7 days, the Consumer Discretionary industry has dropped 3.2%, driven by a pullback from Jarir Marketing of 5.9%. This takes the industry's 12 month performance to a gain of 15%. As for the next few years, earnings are expected to grow by 19% 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 |
|---|---|---|---|---|---|---|
| Tue, 19 Nov 2024 | ر.س104.8b | ر.س66.5b | ر.س3.1b | 47.9x | 33.9x | 1.6x |
| Thu, 17 Oct 2024 | ر.س109.5b | ر.س64.4b | ر.س2.9b | 42.5x | 37.3x | 1.7x |
| Sat, 14 Sep 2024 | ر.س100.7b | ر.س63.6b | ر.س2.8b | 30.9x | 36.3x | 1.6x |
| Mon, 12 Aug 2024 | ر.س92.2b | ر.س63.1b | ر.س2.8b | 31.4x | 32.5x | 1.5x |
| Wed, 10 Jul 2024 | ر.س86.6b | ر.س45.4b | ر.س2.5b | 31.2x | 34.7x | 1.9x |
| Fri, 07 Jun 2024 | ر.س82.7b | ر.س45.4b | ر.س2.5b | 29.9x | 33.5x | 1.8x |
| Sun, 05 May 2024 | ر.س89.7b | ر.س44.6b | ر.س2.4b | 31.7x | 38.1x | 2x |
| Tue, 02 Apr 2024 | ر.س91.1b | ر.س44.4b | ر.س2.5b | 32.2x | 36.8x | 2x |
| Thu, 29 Feb 2024 | ر.س95.5b | ر.س44.1b | ر.س2.3b | 33.2x | 42.4x | 2.2x |
| Sat, 27 Jan 2024 | ر.س90.4b | ر.س44.7b | ر.س2.3b | 29.7x | 39.7x | 2x |
| Mon, 25 Dec 2023 | ر.س85.1b | ر.س44.5b | ر.س2.3b | 29.5x | 37.6x | 1.9x |
| Wed, 22 Nov 2023 | ر.س78.7b | ر.س44.4b | ر.س2.3b | 27.5x | 34.7x | 1.8x |
| Fri, 20 Oct 2023 | ر.س78.8b | ر.س49.7b | ر.س2.4b | 27.7x | 32.9x | 1.6x |
| Sun, 17 Sep 2023 | ر.س80.2b | ر.س49.6b | ر.س2.4b | 30.5x | 33.3x | 1.6x |
| Tue, 15 Aug 2023 | ر.س84.9b | ر.س49.5b | ر.س2.4b | 32.2x | 36x | 1.7x |
| Thu, 13 Jul 2023 | ر.س86.3b | ر.س42.5b | ر.س2.0b | 37x | 42.2x | 2x |
| Sat, 10 Jun 2023 | ر.س83.5b | ر.س42.4b | ر.س2.0b | 33.2x | 41.5x | 2x |
| Mon, 08 May 2023 | ر.س83.2b | ر.س46.9b | ر.س1.8b | 30.5x | 46.4x | 1.8x |
| Wed, 05 Apr 2023 | ر.س79.8b | ر.س46.4b | ر.س1.7b | 26.4x | 46.2x | 1.7x |
| Fri, 03 Mar 2023 | ر.س74.7b | ر.س45.4b | ر.س1.8b | 27x | 42x | 1.6x |
| Sun, 29 Jan 2023 | ر.س73.1b | ر.س45.4b | ر.س2.1b | 27.6x | 35.2x | 1.6x |
| Tue, 27 Dec 2022 | ر.س68.9b | ر.س45.3b | ر.س2.1b | 27.8x | 33.4x | 1.5x |
| Thu, 24 Nov 2022 | ر.س71.0b | ر.س44.5b | ر.س1.9b | 29.6x | 36.6x | 1.6x |
| Sat, 22 Oct 2022 | ر.س75.3b | ر.س42.8b | ر.س1.9b | 32.5x | 39.9x | 1.8x |
| Mon, 19 Sep 2022 | ر.س76.5b | ر.س42.8b | ر.س1.9b | 32.5x | 40.5x | 1.8x |
| Wed, 17 Aug 2022 | ر.س81.0b | ر.س40.7b | ر.س1.8b | 32.9x | 45.1x | 2x |
| Fri, 15 Jul 2022 | ر.س69.3b | ر.س39.8b | ر.س1.7b | 28.5x | 40.8x | 1.7x |
| Sun, 12 Jun 2022 | ر.س76.2b | ر.س39.2b | ر.س1.4b | 35.6x | 55.6x | 1.9x |
| Tue, 10 May 2022 | ر.س83.3b | ر.س38.6b | ر.س1.4b | 38.8x | 59.9x | 2.2x |
| Thu, 07 Apr 2022 | ر.س87.1b | ر.س37.8b | ر.س1.2b | 33.4x | 69.7x | 2.3x |
| Sat, 05 Mar 2022 | ر.س91.4b | ر.س36.8b | ر.س651.6m | 33x | 140.2x | 2.5x |
| Mon, 31 Jan 2022 | ر.س89.5b | ر.س36.6b | ر.س370.0m | n/a | 241.8x | 2.4x |
| Wed, 29 Dec 2021 | ر.س75.5b | ر.س35.6b | ر.س267.6m | 41.4x | 282.1x | 2.1x |
| Fri, 26 Nov 2021 | ر.س76.5b | ر.س35.5b | ر.س206.1m | 43x | 371.3x | 2.2x |
Price to Earnings Ratio
371.3x
Current Industry PE
- Investors are pessimistic on the Saudi 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 33.9x which is lower than its 3-year average PE of 63.6x.
- The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 147% 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 Saudi Arabian Consumer Discretionary sector?
| SA Market | -1.34% | |
| Consumer Discretionary | -3.22% | |
| Retail Distributors | 4.57% | |
| Consumer Durables | 0.41% | |
| Auto Components | 0% | |
| Auto | 0% | |
| Leisure | 0% | |
| Online Retail and Ecommerce | 0% | |
| General Merchandise and Department Stores | 0% | |
| Hospitality | -0.87% | |
| Luxury | -4.29% | |
| Consumer Services | -4.41% | |
| Specialty Stores | -4.62% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry, which is trading close to its 3-year average PE ratio of 51.2x.
- 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 31% 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 11% 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 | |
|---|---|---|---|---|---|
| 9526 Jahez International Company for Information Systems Technology | ر.س34.40 | 4.2% +ر.س293.7m | 51.2% | PE68.5x | |
| 4240 Fawaz Abdulaziz Al Hokair | ر.س13.96 | 15.2% +ر.س211.2m | -17.6% | PS0.3x | |
| 6016 Shatirah House Restaurant | ر.س21.66 | 17.7% +ر.س114.1m | 88.3% | PE52x | |
| 1213 Naseej International Trading | ر.س92.80 | 12.5% +ر.س112.2m | 82.3% | PS4.6x | |
| 9590 Armah Sports | ر.س85.10 | 2.5% +ر.س69.0m | n/a | PE3668.6x |
