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Saudi Arabian (Tadawul) Consumer Discretionary Sector Analysis
UpdatedJan 18, 2025
DataAggregated Company Financials
Companies42
- 7D1.7%
- 3M-3.7%
- 1Y2.5%
- YTD3.1%
Over the last 7 days, the Consumer Discretionary industry has risen 1.7%, driven by gains from Nice One Beauty Digital Marketing of 19%. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Sat, 18 Jan 2025 | ر.س111.0b | ر.س67.8b | ر.س3.2b | 39.1x | 34.4x | 1.6x |
| Mon, 16 Dec 2024 | ر.س105.8b | ر.س66.9b | ر.س3.2b | 40.5x | 33.4x | 1.6x |
| Wed, 13 Nov 2024 | ر.س106.4b | ر.س66.5b | ر.س3.1b | 41x | 34x | 1.6x |
| Fri, 11 Oct 2024 | ر.س105.5b | ر.س64.4b | ر.س3.0b | 32x | 35.7x | 1.6x |
| Sun, 08 Sep 2024 | ر.س100.2b | ر.س63.6b | ر.س2.8b | 27.8x | 36x | 1.6x |
| Tue, 06 Aug 2024 | ر.س90.9b | ر.س62.6b | ر.س2.8b | 27.2x | 32.8x | 1.5x |
| Thu, 04 Jul 2024 | ر.س84.9b | ر.س45.3b | ر.س2.5b | 30.5x | 34.5x | 1.9x |
| Sat, 01 Jun 2024 | ر.س83.2b | ر.س45.4b | ر.س2.5b | 30.4x | 33.7x | 1.8x |
| Mon, 29 Apr 2024 | ر.س89.6b | ر.س44.6b | ر.س2.3b | 31.2x | 38.3x | 2x |
| Wed, 27 Mar 2024 | ر.س93.8b | ر.س44.2b | ر.س2.4b | 34.2x | 39.7x | 2.1x |
| Fri, 23 Feb 2024 | ر.س94.5b | ر.س44.1b | ر.س2.2b | 31.1x | 42.1x | 2.1x |
| Sun, 21 Jan 2024 | ر.س87.5b | ر.س44.7b | ر.س2.3b | 28.6x | 38.4x | 2x |
| Tue, 19 Dec 2023 | ر.س83.1b | ر.س44.5b | ر.س2.3b | 29x | 36.8x | 1.9x |
| Thu, 16 Nov 2023 | ر.س78.8b | ر.س50.4b | ر.س2.5b | 27.1x | 31.8x | 1.6x |
| Sat, 14 Oct 2023 | ر.س77.8b | ر.س49.7b | ر.س2.4b | 27.9x | 32.5x | 1.6x |
| Mon, 11 Sep 2023 | ر.س81.9b | ر.س49.6b | ر.س2.4b | 30.6x | 34.2x | 1.7x |
| Wed, 09 Aug 2023 | ر.س82.0b | ر.س43.3b | ر.س2.0b | 33x | 41.4x | 1.9x |
| Fri, 07 Jul 2023 | ر.س85.4b | ر.س42.4b | ر.س2.0b | 38.8x | 42.2x | 2x |
| Sun, 04 Jun 2023 | ر.س82.0b | ر.س42.4b | ر.س2.1b | 31.2x | 39.5x | 1.9x |
| Tue, 02 May 2023 | ر.س83.9b | ر.س46.9b | ر.س1.8b | 30.6x | 46.7x | 1.8x |
| Thu, 30 Mar 2023 | ر.س78.5b | ر.س46.4b | ر.س1.7b | 25.8x | 45.5x | 1.7x |
| Sat, 25 Feb 2023 | ر.س72.5b | ر.س45.4b | ر.س1.8b | 27.4x | 40.8x | 1.6x |
| Mon, 23 Jan 2023 | ر.س73.3b | ر.س45.4b | ر.س2.1b | 27.3x | 35.3x | 1.6x |
| Wed, 21 Dec 2022 | ر.س65.9b | ر.س44.6b | ر.س1.9b | 26.4x | 34.5x | 1.5x |
| Fri, 18 Nov 2022 | ر.س71.1b | ر.س44.5b | ر.س2.0b | 29.8x | 36.3x | 1.6x |
| Sun, 16 Oct 2022 | ر.س73.8b | ر.س42.8b | ر.س1.9b | 31.2x | 39.1x | 1.7x |
| Tue, 13 Sep 2022 | ر.س77.9b | ر.س42.8b | ر.س2.7b | 30.3x | 29.1x | 1.8x |
| Thu, 11 Aug 2022 | ر.س80.6b | ر.س40.6b | ر.س1.8b | 33.3x | 44.6x | 2x |
| Sat, 09 Jul 2022 | ر.س69.6b | ر.س39.5b | ر.س1.7b | 29x | 41.9x | 1.8x |
| Mon, 06 Jun 2022 | ر.س76.7b | ر.س39.2b | ر.س1.4b | 36.5x | 55.9x | 2x |
| Wed, 04 May 2022 | ر.س84.8b | ر.س38.1b | ر.س1.4b | 39.4x | 60.8x | 2.2x |
| Fri, 01 Apr 2022 | ر.س86.9b | ر.س37.8b | ر.س1.3b | 31.3x | 66.2x | 2.3x |
| Sun, 27 Feb 2022 | ر.س90.5b | ر.س36.8b | ر.س650.5m | 32.5x | 139x | 2.5x |
| Tue, 25 Jan 2022 | ر.س88.0b | ر.س36.6b | ر.س370.0m | 42.9x | 237.7x | 2.4x |
Price to Earnings Ratio
237.7x
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 34.4x which is lower than its 3-year average PE of 48.7x.
- The 3-year average PS ratio of 1.8x 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 106% 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 | 1.19% | |
| Consumer Discretionary | 1.67% | |
| Luxury | 2.80% | |
| Specialty Stores | 2.58% | |
| Consumer Durables | 2.53% | |
| Hospitality | 0.85% | |
| Auto Components | 0% | |
| Auto | 0% | |
| Leisure | 0% | |
| Online Retail and Ecommerce | 0% | |
| General Merchandise and Department Stores | 0% | |
| Consumer Services | -0.23% | |
| Retail Distributors | -0.55% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry, which is trading close to its 3-year average PE ratio of 50.1x.
- Analysts expect its future annual earnings growth (10.3%) to be largely in line with prior year's earnings growth.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 26% over the next 5 years.
- However this is lower than its past earnings growth rate of 40% per year.
- In contrast, the Consumer Services 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 | |
|---|---|---|---|---|---|
| 4193 Nice One Beauty Digital Marketing | ر.س58.40 | 19.2% +ر.س1.1b | n/a | PE97.4x | |
| 6017 Jahez International Company for Information Systems Technology | ر.س31.80 | 6.0% +ر.س364.6m | 9.7% | PE41.3x | |
| 4190 Jarir Marketing | ر.س12.98 | 2.2% +ر.س336.0m | -14.0% | PE16x | |
| 4240 Fawaz Abdulaziz Al Hokair | ر.س15.86 | 7.6% +ر.س128.5m | -8.6% | PS0.4x | |
| 4050 Saudi Automotive Services | ر.س67.30 | 2.4% +ر.س112.0m | 10.3% | PE44.3x |
