Analysis Article • Apr 10
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Saudi Arabian (Tadawul) Consumer Discretionary Sector Analysis
UpdatedMay 12, 2026
DataAggregated Company Financials
Companies51
- 7D-1.7%
- 3M-5.4%
- 1Y-22.6%
- YTD-5.8%
Over the last 7 days, the Consumer Discretionary industry has dropped 2.4%, driven by a pullback from Jabal Omar Development of 6.3%. Overall the industry is down 22% in 12 months. Looking forward, earnings are forecast to grow by 14% annually.
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, 12 May 2026 | ر.س102.1b | ر.س85.4b | ر.س5.7b | 20.4x | 18x | 1.2x |
| Thu, 09 Apr 2026 | ر.س105.1b | ر.س85.1b | ر.س5.7b | 19.4x | 18.6x | 1.2x |
| Sat, 07 Mar 2026 | ر.س100.7b | ر.س83.8b | ر.س4.4b | 21.3x | 22.8x | 1.2x |
| Mon, 02 Feb 2026 | ر.س109.6b | ر.س83.4b | ر.س4.4b | 23.8x | 25.2x | 1.3x |
| Wed, 31 Dec 2025 | ر.س106.4b | ر.س81.7b | ر.س4.3b | 24.1x | 24.9x | 1.3x |
| Fri, 28 Nov 2025 | ر.س110.0b | ر.س81.0b | ر.س4.1b | 26x | 26.6x | 1.4x |
| Sun, 26 Oct 2025 | ر.س122.8b | ر.س77.6b | ر.س3.9b | 30.1x | 31.2x | 1.6x |
| Tue, 23 Sep 2025 | ر.س120.6b | ر.س78.2b | ر.س4.0b | 29.2x | 29.9x | 1.5x |
| Thu, 21 Aug 2025 | ر.س121.1b | ر.س77.5b | ر.س3.9b | 23.2x | 30.7x | 1.6x |
| Sat, 19 Jul 2025 | ر.س122.8b | ر.س74.7b | ر.س4.0b | 25.6x | 30.7x | 1.6x |
| Mon, 16 Jun 2025 | ر.س95.6b | ر.س72.5b | ر.س2.8b | 25.2x | 33.6x | 1.3x |
| Wed, 14 May 2025 | ر.س100.3b | ر.س72.0b | ر.س2.9b | 33.3x | 35x | 1.4x |
| Fri, 11 Apr 2025 | ر.س102.2b | ر.س69.9b | ر.س2.8b | 34.9x | 36.5x | 1.5x |
| Sun, 09 Mar 2025 | ر.س105.8b | ر.س69.4b | ر.س2.9b | 38.4x | 36.9x | 1.5x |
| Tue, 04 Feb 2025 | ر.س114.1b | ر.س69.1b | ر.س3.3b | 41.1x | 35.1x | 1.7x |
| Thu, 02 Jan 2025 | ر.س102.4b | ر.س66.8b | ر.س3.2b | 38.7x | 32.4x | 1.5x |
| Sat, 30 Nov 2024 | ر.س105.3b | ر.س66.6b | ر.س3.1b | 42.4x | 33.9x | 1.6x |
| Mon, 28 Oct 2024 | ر.س107.2b | ر.س64.4b | ر.س2.9b | 46.6x | 36.6x | 1.7x |
| Wed, 25 Sep 2024 | ر.س103.3b | ر.س63.6b | ر.س2.8b | 35.6x | 37.3x | 1.6x |
| Fri, 23 Aug 2024 | ر.س100.7b | ر.س63.6b | ر.س2.8b | 31.3x | 36.2x | 1.6x |
| Sun, 21 Jul 2024 | ر.س88.4b | ر.س45.6b | ر.س2.5b | 31.1x | 35.3x | 1.9x |
| Tue, 18 Jun 2024 | ر.س85.1b | ر.س45.5b | ر.س2.5b | 29.4x | 34.1x | 1.9x |
| Thu, 16 May 2024 | ر.س88.4b | ر.س44.9b | ر.س2.4b | 30.6x | 37.5x | 2x |
| Sat, 13 Apr 2024 | ر.س92.0b | ر.س44.6b | ر.س2.5b | 33x | 37.2x | 2.1x |
| Mon, 11 Mar 2024 | ر.س95.7b | ر.س44.1b | ر.س2.3b | 32.3x | 42.5x | 2.2x |
| Wed, 07 Feb 2024 | ر.س90.7b | ر.س44.1b | ر.س2.2b | 28.5x | 40.4x | 2.1x |
| Fri, 05 Jan 2024 | ر.س89.9b | ر.س44.5b | ر.س2.3b | 29.7x | 39.8x | 2x |
| Sun, 03 Dec 2023 | ر.س80.9b | ر.س44.5b | ر.س2.2b | 28.5x | 36x | 1.8x |
| Tue, 31 Oct 2023 | ر.س77.3b | ر.س49.7b | ر.س2.4b | 25.8x | 31.9x | 1.6x |
| Thu, 28 Sep 2023 | ر.س79.5b | ر.س49.6b | ر.س2.4b | 29.5x | 33.1x | 1.6x |
| Sat, 26 Aug 2023 | ر.س83.5b | ر.س49.5b | ر.س2.4b | 30.3x | 35x | 1.7x |
| Mon, 24 Jul 2023 | ر.س85.4b | ر.س42.6b | ر.س2.1b | 35.7x | 41.6x | 2x |
| Wed, 21 Jun 2023 | ر.س82.8b | ر.س42.4b | ر.س2.0b | 33x | 41x | 2x |
| Fri, 19 May 2023 | ر.س82.5b | ر.س47.3b | ر.س1.8b | 31.3x | 46.4x | 1.7x |
Price to Earnings Ratio
46.4x
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 18.0x which is lower than its 3-year average PE of 33.6x.
- The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 47% per year over the last three years.
- Revenues for these companies have grown 22% 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 | 0.38% | |
| Consumer Discretionary | -1.65% | |
| Retail Distributors | 2.21% | |
| Consumer Durables | 1.39% | |
| Specialty Stores | 0.025% | |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -0.32% | |
| Consumer Services | -3.10% | |
| Hospitality | -3.52% | |
Industry PE
- Investors are most optimistic about the Retail Distributors industry which is trading above its 3-year average PE ratio of 25.3x.
- 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 28% over the next 5 years.
- This is better than its past earnings decline of 21% per year.
- In contrast, the Specialty Stores industry is expected to see its earnings grow by 10% 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 | |
|---|---|---|---|---|---|
| 4190 Jarir Marketing | ر.س15.08 | 1.8% +ر.س312.0m | 19.3% | PE17.2x | |
| 1810 Seera Holding Group | ر.س21.75 | 2.0% +ر.س115.9m | -10.3% | PE126.4x | |
| 4192 Al-Saif Stores for Development & Investment | ر.س6.94 | 2.1% +ر.س49.0m | -4.5% | PE41.9x | |
| 2130 Saudi Industrial Development | ر.س12.72 | 8.4% +ر.س29.7m | -57.2% | PS3.9x | |
| 1830 Leejam Sports | ر.س80.85 | 0.7% +ر.س28.7m | -35.5% | PE14.9x |