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Saudi Arabian (Tadawul) Consumer Discretionary Sector Analysis

UpdatedNov 30, 2022
DataAggregated Company Financials
Companies31
  • 7D-0.8%
  • 3M-22.4%
  • 1Y-25.3%
  • YTD-29.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.5%, driven by Jahez International Company for Information Systems Technology declining 9.3%. In contrast, Tourism Enterprises has gained 20%. The industry has fallen 26% in the last year. Looking forward, earnings are forecast to grow by 21% annually.

Sector Valuation and Performance

Has the Saudi Arabian Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Nov 2022ر.س70.4bر.س44.5bر.س1.9b29.2x36.3x1.6x
Fri, 28 Oct 2022ر.س73.8bر.س42.7bر.س1.8b31.4x39.9x1.7x
Sun, 25 Sep 2022ر.س75.8bر.س42.8bر.س1.9b30x40.2x1.8x
Tue, 23 Aug 2022ر.س81.5bر.س41.0bر.س1.8b31x45.5x2x
Thu, 21 Jul 2022ر.س69.2bر.س39.8bر.س1.7b29.5x40.5x1.7x
Sat, 18 Jun 2022ر.س72.8bر.س39.2bر.س1.4b29.7x53.2x1.9x
Mon, 16 May 2022ر.س80.0bر.س38.7bر.س1.5b37.7x54.8x2.1x
Wed, 13 Apr 2022ر.س87.6bر.س37.9bر.س1.3b39.2x66.1x2.3x
Fri, 11 Mar 2022ر.س90.6bر.س36.6bر.س626.4m32.9x144.6x2.5x
Sun, 06 Feb 2022ر.س88.7bر.س36.6bر.س370.0m46x239.8x2.4x
Tue, 04 Jan 2022ر.س75.4bر.س35.6bر.س267.6m39.5x281.9x2.1x
Thu, 02 Dec 2021ر.س72.4bر.س35.5bر.س206.2m37.8x351x2x
Sat, 30 Oct 2021ر.س81.4bر.س33.9b-ر.س227,451,725.0039.3x-358.1x2.4x
Mon, 27 Sep 2021ر.س83.2bر.س33.8b-ر.س235,628,775.0043.6x-353x2.5x
Wed, 25 Aug 2021ر.س75.1bر.س27.9bر.س617.2m41.3x121.8x2.7x
Thu, 01 Jul 2021ر.س76.1bر.س27.9bر.س617.2m42.5x123.4x2.7x
Sun, 04 Apr 2021ر.س65.6bر.س27.5bر.س1.6m40.1x40932.4x2.4x
Wed, 06 Jan 2021ر.س65.9bر.س31.5b-ر.س520,769,117.0034.8x-126.6x2.1x
Sat, 10 Oct 2020ر.س64.3bر.س32.0bر.س538.0m24x119.5x2x
Fri, 03 Jul 2020ر.س50.4bر.س33.1bر.س1.1b20.7x45.5x1.5x
Mon, 06 Apr 2020ر.س44.3bر.س35.0bر.س2.3b15.9x18.9x1.3x
Thu, 09 Jan 2020ر.س57.2bر.س34.5bر.س2.2b20.4x26.2x1.7x
Price to Earnings Ratio

25.4x


Total Market Cap: ر.س53.0bTotal Earnings: ر.س2.1bTotal Revenue: ر.س34.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Saudi Arabian Consumer Discretionary Sector Price to Earnings3Y Average 433.4x202020212022
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 36.1x which is lower than its 3-year average PE of 422x.
  • The 3-year average PS ratio of 2.0x 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 declined 2.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.3% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Saudi Arabian Consumer Discretionary sector?

SA Market-1.00%
Consumer Discretionary-0.80%
Specialty Stores1.04%
Hospitality0.63%
Auto Components0%
Auto0%
Leisure0%
General Merchanise and Department Stores0%
Consumer Services-1.15%
Consumer Durables-3.61%
Retail Distributors-3.97%
Luxury-5.28%
Online Retail and Ecommerce-8.89%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 37.9%, which is higher than its past year's earnings decline of 11.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Consumer Services industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
4170 Tourism Enterprisesر.س31.7519.8%
+ر.س303.6m
-76.4%PS166.1x
4050 Saudi Automotive Servicesر.س34.0012.6%
+ر.س228.0m
17.2%PE26.6x
4240 Fawaz Abdulaziz Al Hokairر.س17.144.8%
+ر.س89.5m
-43.6%PE35.3x
1830 Leejam Sportsر.س84.601.8%
+ر.س78.6m
-19.3%PE18.8x
4190 Jarir Marketingر.س161.600.4%
+ر.س72.0m
-12.8%PE20.1x
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6002

ر.س35.00

Herfy Food Services

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-4.4%

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6014

ر.س142.40

Alamar Foods

7D

0.3%

1Y

n/a

4180

ر.س29.05

Fitaihi Holding Group

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-6.9%

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4170

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Tourism Enterprises

7D

19.8%

1Y

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1820

ر.س21.28

Abdulmohsen Al-Hokair Group for Tourism and Development

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1.8%

1Y

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4190

ر.س161.60

Jarir Marketing

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0.4%

1Y

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4008

ر.س28.35

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-5.5%

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4050

ر.س34.00

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12.6%

1Y

17.2%

4012

ر.س40.05

Thob Al Aseel

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-3.3%

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-11.7%

4010

ر.س19.38

Dur Hospitality

7D

-2.8%

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2340

ر.س16.50

Al Abdullatif Industrial Investment

7D

-4.2%

1Y

-39.0%

1830

ر.س84.60

Leejam Sports

7D

1.8%

1Y

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