Analysis Article • Jun 12
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Saudi Arabian (Tadawul) Consumer Discretionary Sector Analysis
UpdatedJun 26, 2026
DataAggregated Company Financials
Companies52
- 7D-0.8%
- 3M0.8%
- 1Y-15.2%
- YTD-2.7%
Last week, the Consumer Discretionary industry hasn't moved much but Jabal Omar Development is up 4.0% in that time. As for the longer term, the industry has declined 14% in the last year. As for the next few years, earnings are expected to grow by 15% 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 |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | ر.س113.8b | ر.س88.7b | ر.س5.1b | 19.5x | 22.4x | 1.3x |
| Sun, 24 May 2026 | ر.س102.2b | ر.س87.4b | ر.س4.7b | 19.9x | 21.9x | 1.2x |
| Tue, 21 Apr 2026 | ر.س105.6b | ر.س84.5b | ر.س5.7b | 20.8x | 18.5x | 1.3x |
| Thu, 19 Mar 2026 | ر.س102.1b | ر.س83.9b | ر.س5.7b | 22.4x | 17.9x | 1.2x |
| Sat, 14 Feb 2026 | ر.س109.7b | ر.س83.4b | ر.س4.4b | 23.6x | 25.2x | 1.3x |
| Mon, 12 Jan 2026 | ر.س106.6b | ر.س81.8b | ر.س4.3b | 25.1x | 24.8x | 1.3x |
| Wed, 10 Dec 2025 | ر.س111.9b | ر.س81.7b | ر.س4.3b | 24.7x | 26.3x | 1.4x |
| Fri, 07 Nov 2025 | ر.س121.0b | ر.س80.0b | ر.س3.9b | 29.2x | 30.8x | 1.5x |
| Sun, 05 Oct 2025 | ر.س122.8b | ر.س77.5b | ر.س3.9b | 30.9x | 31.4x | 1.6x |
| Tue, 02 Sep 2025 | ر.س119.0b | ر.س77.5b | ر.س3.9b | 22.4x | 30.2x | 1.5x |
| Thu, 31 Jul 2025 | ر.س122.8b | ر.س76.6b | ر.س4.0b | 24.9x | 30.4x | 1.6x |
| Sat, 28 Jun 2025 | ر.س98.1b | ر.س72.5b | ر.س2.8b | 25.9x | 34.5x | 1.4x |
| Mon, 26 May 2025 | ر.س98.6b | ر.س72.5b | ر.س2.8b | 27x | 34.6x | 1.4x |
| Wed, 23 Apr 2025 | ر.س101.6b | ر.س69.9b | ر.س2.8b | 33x | 36.2x | 1.5x |
| Fri, 21 Mar 2025 | ر.س103.9b | ر.س69.6b | ر.س2.9b | 34.1x | 35.6x | 1.5x |
| Sun, 16 Feb 2025 | ر.س116.8b | ر.س69.1b | ر.س3.3b | 44.2x | 35.9x | 1.7x |
| Tue, 14 Jan 2025 | ر.س109.7b | ر.س67.8b | ر.س3.2b | 39x | 34x | 1.6x |
| Thu, 12 Dec 2024 | ر.س106.0b | ر.س66.9b | ر.س3.2b | 38.9x | 33.5x | 1.6x |
| Sat, 09 Nov 2024 | ر.س108.1b | ر.س66.2b | ر.س3.1b | 42.7x | 34.9x | 1.6x |
| Mon, 07 Oct 2024 | ر.س102.8b | ر.س64.4b | ر.س3.0b | 29.1x | 34.8x | 1.6x |
| Wed, 04 Sep 2024 | ر.س102.0b | ر.س63.5b | ر.س2.8b | 32.1x | 36.7x | 1.6x |
| Fri, 02 Aug 2024 | ر.س85.3b | ر.س45.8b | ر.س2.5b | 29.5x | 34.1x | 1.9x |
| Sun, 30 Jun 2024 | ر.س85.1b | ر.س45.5b | ر.س2.5b | 30x | 34.4x | 1.9x |
| Tue, 28 May 2024 | ر.س85.0b | ر.س45.4b | ر.س2.4b | 30.7x | 35x | 1.9x |
| Thu, 25 Apr 2024 | ر.س89.7b | ر.س44.6b | ر.س2.3b | 31.6x | 38.3x | 2x |
| Sat, 23 Mar 2024 | ر.س98.5b | ر.س44.2b | ر.س2.4b | 36x | 41.6x | 2.2x |
| Mon, 19 Feb 2024 | ر.س94.0b | ر.س44.1b | ر.س2.2b | 31.8x | 41.8x | 2.1x |
| Wed, 17 Jan 2024 | ر.س88.5b | ر.س44.7b | ر.س2.3b | 29.2x | 38.8x | 2x |
| Fri, 15 Dec 2023 | ر.س82.7b | ر.س44.5b | ر.س2.2b | 29.2x | 36.9x | 1.9x |
| Sun, 12 Nov 2023 | ر.س76.4b | ر.س44.5b | ر.س2.3b | 26.9x | 33.9x | 1.7x |
| Tue, 10 Oct 2023 | ر.س77.7b | ر.س49.7b | ر.س2.4b | 28.7x | 32.4x | 1.6x |
| Thu, 07 Sep 2023 | ر.س82.6b | ر.س49.6b | ر.س2.4b | 29.8x | 34.4x | 1.7x |
| Sat, 05 Aug 2023 | ر.س83.4b | ر.س42.8b | ر.س2.0b | 34.2x | 40.8x | 2x |
| Mon, 03 Jul 2023 | ر.س85.4b | ر.س42.4b | ر.س2.0b | 38.4x | 42.5x | 2x |
Price to Earnings Ratio
42.5x
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 22.5x which is lower than its 3-year average PE of 32.8x.
- The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 36% per year over the last three years.
- Revenues for these companies have grown 28% 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 | -1.66% | |
| Consumer Discretionary | -0.81% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.47% | |
| Specialty Stores | -0.88% | |
| Luxury | -0.99% | |
| Retail Distributors | -1.51% | |
| Consumer Services | -1.54% | |
| Consumer Durables | -1.59% | |
Industry PE
- Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 35.2x.
- 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 34% over the next 5 years.
- This is better than its past earnings decline of 14% per year.
- In contrast, the Specialty Stores industry is expected to see its earnings grow by 9.6% 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 | |
|---|---|---|---|---|---|
| 4250 Jabal Omar Development | ر.س14.84 | 0.7% +ر.س129.8m | -28.2% | PE11.2x | |
| 6019 Almasar Alshamil Education Company JSC | ر.س23.87 | 4.7% +ر.س109.6m | n/a | PE17x | |
| 4190 Jarir Marketing | ر.س16.79 | 0.3% +ر.س60.0m | 35.2% | PE18.6x | |
| 9649 Jamjoom Fashion Trading | ر.س118.20 | 6.3% +ر.س55.6m | n/a | PE8.7x | |
| 1820 BAAN Holding Group | ر.س2.10 | 4.0% +ر.س25.2m | 0.5% | PS1x |