Analysis Article • Aug 04
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Saudi Arabian (Tadawul) Consumer Discretionary Sector Analysis
UpdatedAug 11, 2026
DataAggregated Company Financials
Companies52
- 7D-0.9%
- 3M2.8%
- 1Y-11.8%
- YTD-1.8%
In the last week, the Consumer Discretionary industry is up 3.0%, with Jarir Marketing up 2.0%. In contrast, the industry has lost 13% in the last 12 months. As for the next few years, earnings are expected to grow by 14% 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, 11 Aug 2026 | ر.س115.0b | ر.س90.0b | ر.س5.0b | 20.6x | 23x | 1.3x |
| Thu, 09 Jul 2026 | ر.س113.5b | ر.س88.7b | ر.س5.1b | 19.3x | 22.3x | 1.3x |
| Sat, 06 Jun 2026 | ر.س113.4b | ر.س88.7b | ر.س5.1b | 19.6x | 22.3x | 1.3x |
| Mon, 04 May 2026 | ر.س103.9b | ر.س85.5b | ر.س5.7b | 20.1x | 18.3x | 1.2x |
| Wed, 01 Apr 2026 | ر.س104.3b | ر.س84.1b | ر.س5.7b | 21.1x | 18.4x | 1.2x |
| Fri, 27 Feb 2026 | ر.س102.2b | ر.س83.5b | ر.س4.3b | 22x | 23.5x | 1.2x |
| Sun, 25 Jan 2026 | ر.س109.0b | ر.س83.4b | ر.س4.4b | 24.6x | 25x | 1.3x |
| Tue, 23 Dec 2025 | ر.س108.9b | ر.س81.7b | ر.س4.3b | 25.4x | 25.6x | 1.3x |
| Thu, 20 Nov 2025 | ر.س114.0b | ر.س81.0b | ر.س4.2b | 27x | 27.2x | 1.4x |
| Sat, 18 Oct 2025 | ر.س126.0b | ر.س77.5b | ر.س3.9b | 30.7x | 32x | 1.6x |
| Mon, 15 Sep 2025 | ر.س115.1b | ر.س77.5b | ر.س3.9b | 27.8x | 29.2x | 1.5x |
| Wed, 13 Aug 2025 | ر.س118.5b | ر.س77.2b | ر.س3.9b | 24.2x | 30.1x | 1.5x |
| Fri, 11 Jul 2025 | ر.س126.0b | ر.س74.7b | ر.س4.0b | 30.2x | 31.6x | 1.7x |
| Sun, 08 Jun 2025 | ر.س97.6b | ر.س72.5b | ر.س2.8b | 26.5x | 34.3x | 1.3x |
| Tue, 06 May 2025 | ر.س101.1b | ر.س71.5b | ر.س2.9b | 33.7x | 35x | 1.4x |
| Thu, 03 Apr 2025 | ر.س106.1b | ر.س69.9b | ر.س2.9b | 35.8x | 37.1x | 1.5x |
| Sat, 01 Mar 2025 | ر.س112.0b | ر.س69.2b | ر.س3.3b | 42.6x | 34.3x | 1.6x |
| Mon, 27 Jan 2025 | ر.س113.3b | ر.س67.8b | ر.س3.2b | 44x | 35.1x | 1.7x |
| Wed, 25 Dec 2024 | ر.س102.0b | ر.س66.9b | ر.س3.2b | 37.9x | 32.2x | 1.5x |
| Fri, 22 Nov 2024 | ر.س105.6b | ر.س66.5b | ر.س3.1b | 48.5x | 34.1x | 1.6x |
| Sun, 20 Oct 2024 | ر.س108.1b | ر.س64.4b | ر.س2.9b | 41.2x | 36.8x | 1.7x |
| Tue, 17 Sep 2024 | ر.س100.2b | ر.س63.6b | ر.س2.8b | 32.9x | 36.1x | 1.6x |
| Thu, 15 Aug 2024 | ر.س94.5b | ر.س63.0b | ر.س2.8b | 31x | 33.4x | 1.5x |
| Sat, 13 Jul 2024 | ر.س86.6b | ر.س45.6b | ر.س2.5b | 30.6x | 34.6x | 1.9x |
| Mon, 10 Jun 2024 | ر.س82.8b | ر.س45.4b | ر.س2.5b | 29.7x | 33.5x | 1.8x |
| Wed, 08 May 2024 | ر.س90.5b | ر.س44.9b | ر.س2.3b | 32.1x | 38.5x | 2x |
| Fri, 05 Apr 2024 | ر.س91.9b | ر.س44.4b | ر.س2.4b | 35x | 37.9x | 2.1x |
| Sun, 03 Mar 2024 | ر.س96.8b | ر.س44.1b | ر.س2.3b | 32.9x | 43x | 2.2x |
| Tue, 30 Jan 2024 | ر.س90.7b | ر.س44.7b | ر.س2.3b | 29.5x | 39.8x | 2x |
| Thu, 28 Dec 2023 | ر.س87.1b | ر.س44.5b | ر.س2.3b | 29.5x | 38.5x | 2x |
| Sat, 25 Nov 2023 | ر.س79.0b | ر.س44.4b | ر.س2.3b | 27.8x | 34.8x | 1.8x |
| Mon, 23 Oct 2023 | ر.س77.9b | ر.س49.7b | ر.س2.4b | 27.5x | 32.5x | 1.6x |
| Wed, 20 Sep 2023 | ر.س79.0b | ر.س49.6b | ر.س2.4b | 30.6x | 32.9x | 1.6x |
| Fri, 18 Aug 2023 | ر.س84.0b | ر.س49.6b | ر.س2.4b | 31.7x | 35.3x | 1.7x |
Price to Earnings Ratio
35.3x
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 23.1x which is lower than its 3-year average PE of 31.9x.
- 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 28% 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 | -0.97% | |
| Consumer Discretionary | -0.93% | |
| Specialty Stores | 0.17% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Services | -0.14% | |
| Retail Distributors | -1.61% | |
| Hospitality | -1.99% | |
| Luxury | -3.10% | |
| Consumer Durables | -3.75% | |
Industry PE
- Investors are most optimistic about the Luxury industry, which is trading close to its 3-year average PE ratio of 34.7x.
- 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 33% over the next 5 years.
- This is better than its past earnings decline of 17% per year.
- In contrast, the Specialty Stores industry is expected to see its earnings grow by 7.8% 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.س17.34 | 2.0% +ر.س408.0m | 35.0% | PE19.2x | |
| 6018 Sport Clubs | ر.س8.21 | 11.4% +ر.س96.1m | -33.6% | PE22.3x | |
| 6019 Almasar Alshamil Education Company JSC | ر.س23.72 | 2.7% +ر.س64.5m | n/a | PE16.9x | |
| 6014 Alamar Foods | ر.س40.22 | 5.5% +ر.س53.1m | -19.7% | PE20.2x | |
| 4003 United Electronics | ر.س68.50 | 0.7% +ر.س36.9m | -23.0% | PE10.1x |