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Saudi Arabian (Tadawul) Consumer Discretionary Sector Analysis
UpdatedDec 25, 2025
DataAggregated Company Financials
Companies52
- 7D0.3%
- 3M-12.0%
- 1Y-18.4%
- YTD-19.8%
The Consumer Discretionary is pretty flat in the last 7 days, but Almasar Alshamil Education Company JSC has stood out, gaining 27%. Unfortunately though, the industry is down 18% over the past 12 months. As for the next few years, earnings are expected to grow by 18% 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 |
|---|---|---|---|---|---|---|
| Thu, 25 Dec 2025 | ر.س109.2b | ر.س81.7b | ر.س4.3b | 25.4x | 25.6x | 1.3x |
| Sat, 22 Nov 2025 | ر.س114.2b | ر.س81.0b | ر.س4.2b | 27x | 27.3x | 1.4x |
| Mon, 20 Oct 2025 | ر.س125.0b | ر.س77.5b | ر.س3.9b | 30.7x | 31.7x | 1.6x |
| Wed, 17 Sep 2025 | ر.س115.3b | ر.س77.5b | ر.س3.9b | 29x | 29.3x | 1.5x |
| Fri, 15 Aug 2025 | ر.س119.3b | ر.س77.3b | ر.س4.0b | 24.6x | 30x | 1.5x |
| Sun, 13 Jul 2025 | ر.س126.0b | ر.س74.7b | ر.س4.0b | 26.8x | 31.5x | 1.7x |
| Tue, 10 Jun 2025 | ر.س97.6b | ر.س72.5b | ر.س2.8b | 26.5x | 34.3x | 1.3x |
| Thu, 08 May 2025 | ر.س99.2b | ر.س71.5b | ر.س2.9b | 33.1x | 34.5x | 1.4x |
| Sat, 05 Apr 2025 | ر.س105.7b | ر.س69.9b | ر.س2.8b | 35.5x | 37.3x | 1.5x |
| Mon, 03 Mar 2025 | ر.س110.3b | ر.س69.2b | ر.س3.3b | 40.9x | 33.7x | 1.6x |
| Wed, 29 Jan 2025 | ر.س115.1b | ر.س67.8b | ر.س3.2b | 43.6x | 35.6x | 1.7x |
| Fri, 27 Dec 2024 | ر.س101.6b | ر.س66.8b | ر.س3.2b | 36.7x | 32.1x | 1.5x |
| Sun, 24 Nov 2024 | ر.س105.6b | ر.س66.5b | ر.س3.1b | 48.5x | 34.1x | 1.6x |
| Tue, 22 Oct 2024 | ر.س109.1b | ر.س64.4b | ر.س2.9b | 41.5x | 37.1x | 1.7x |
| Thu, 19 Sep 2024 | ر.س100.7b | ر.س63.6b | ر.س2.8b | 34.4x | 36.4x | 1.6x |
| Sat, 17 Aug 2024 | ر.س96.4b | ر.س63.3b | ر.س2.8b | 31.1x | 34.1x | 1.5x |
| Mon, 15 Jul 2024 | ر.س86.6b | ر.س45.6b | ر.س2.5b | 30.5x | 34.6x | 1.9x |
| Wed, 12 Jun 2024 | ر.س86.2b | ر.س45.4b | ر.س2.5b | 30.2x | 34.9x | 1.9x |
| Fri, 10 May 2024 | ر.س90.2b | ر.س44.9b | ر.س2.4b | 31.3x | 38.4x | 2x |
| Sun, 07 Apr 2024 | ر.س92.0b | ر.س44.4b | ر.س2.4b | 35x | 38.6x | 2.1x |
| Tue, 05 Mar 2024 | ر.س95.2b | ر.س44.1b | ر.س2.3b | 31.9x | 42.3x | 2.2x |
| Thu, 01 Feb 2024 | ر.س90.1b | ر.س44.7b | ر.س2.3b | 29.3x | 39.5x | 2x |
| Sat, 30 Dec 2023 | ر.س87.6b | ر.س44.5b | ر.س2.3b | 30.1x | 38.7x | 2x |
| Mon, 27 Nov 2023 | ر.س79.1b | ر.س44.4b | ر.س2.3b | 27.7x | 34.9x | 1.8x |
| Wed, 25 Oct 2023 | ر.س76.0b | ر.س49.7b | ر.س2.4b | 27.4x | 31.7x | 1.5x |
| Fri, 22 Sep 2023 | ر.س79.4b | ر.س49.6b | ر.س2.4b | 30.2x | 33x | 1.6x |
| Sun, 20 Aug 2023 | ر.س84.0b | ر.س49.5b | ر.س2.4b | 31.7x | 35.3x | 1.7x |
| Tue, 18 Jul 2023 | ر.س86.1b | ر.س42.6b | ر.س2.1b | 37.3x | 41.9x | 2x |
| Thu, 15 Jun 2023 | ر.س85.1b | ر.س42.4b | ر.س2.0b | 33.3x | 42.1x | 2x |
| Sat, 13 May 2023 | ر.س83.6b | ر.س46.9b | ر.س1.8b | 30.7x | 46.6x | 1.8x |
| Mon, 10 Apr 2023 | ر.س79.9b | ر.س46.6b | ر.س1.7b | 25x | 47.1x | 1.7x |
| Wed, 08 Mar 2023 | ر.س75.4b | ر.س45.4b | ر.س1.8b | 26.8x | 42.4x | 1.7x |
| Fri, 03 Feb 2023 | ر.س73.2b | ر.س45.4b | ر.س2.1b | 27.7x | 35.3x | 1.6x |
| Sun, 01 Jan 2023 | ر.س70.9b | ر.س45.3b | ر.س2.1b | 28.1x | 34.3x | 1.6x |
Price to Earnings Ratio
34.3x
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 25.8x which is lower than its 3-year average PE of 36.0x.
- The 3-year average PS ratio of 1.7x 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 27% 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 | 0.90% | |
| Consumer Discretionary | 0.27% | |
| Consumer Services | 5.24% | |
| Retail Distributors | 2.78% | |
| Luxury | 0.90% | |
| Specialty Stores | 0.66% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -1.84% | |
| Consumer Durables | -1.95% | |
Industry PE
- Investors are most optimistic about the Luxury industry, which is trading close to its 3-year average PE ratio of 36.6x.
- 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 growth rate of 9.1% per year.
- In contrast, the Specialty Stores industry is expected to see its earnings grow by 12% 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 | |
|---|---|---|---|---|---|
| 6019 Almasar Alshamil Education Company JSC | ر.س27.48 | 26.9% +ر.س597.0m | n/a | PE22.7x | |
| 4200 Aldrees Petroleum and Transport Services | ر.س125.70 | 1.4% +ر.س170.0m | 4.2% | PE30.9x | |
| 4291 National Company for Learning and Education | ر.س147.10 | 2.6% +ر.س159.1m | -27.1% | PE41.2x | |
| 4190 Jarir Marketing | ر.س12.91 | 1.0% +ر.س156.0m | 1.8% | PE15.3x | |
| 4051 Baazeem Trading | ر.س6.65 | 9.7% +ر.س59.7m | 4.6% | PE26.9x |
