Saudi Arabian (Tadawul) Hospitality Industry Analysis
UpdatedDec 04, 2023
DataAggregated Company Financials
Companies14
- 7D0.1%
- 3M-4.6%
- 1Y13.1%
- YTD14.5%
Over the last 7 days, the Hospitality industry has remained flat, although notably Seera Holding Group gained 3.6%. As for the the longer term, the industry is up 13% over the past 12 months. As for the next few years, earnings are expected to grow by 23% per annum.
Industry Valuation and Performance
Has the Saudi Arabian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 05 Dec 2023 | ر.س32.0b | ر.س10.5b | ر.س583.7m | 35.9x | 54.8x | 3.1x |
| Thu, 02 Nov 2023 | ر.س29.1b | ر.س10.0b | ر.س613.7m | 35.7x | 47.4x | 2.9x |
| Sat, 30 Sep 2023 | ر.س29.4b | ر.س9.9b | ر.س615.7m | 35.3x | 47.8x | 3x |
| Mon, 28 Aug 2023 | ر.س32.3b | ر.س9.9b | ر.س615.1m | 37.5x | 52.5x | 3.3x |
| Wed, 26 Jul 2023 | ر.س32.9b | ر.س9.6b | ر.س393.9m | 71x | 83.5x | 3.4x |
| Fri, 23 Jun 2023 | ر.س32.2b | ر.س9.4b | ر.س366.1m | 103.5x | 88x | 3.4x |
| Sun, 21 May 2023 | ر.س30.1b | ر.س9.1b | ر.س330.6m | 81.4x | 91.1x | 3.3x |
| Tue, 18 Apr 2023 | ر.س31.0b | ر.س9.1b | ر.س313.9m | 80.9x | 98.7x | 3.4x |
| Thu, 16 Mar 2023 | ر.س21.2b | ر.س7.3b | ر.س216.2m | 21.3x | 98.1x | 2.9x |
| Sat, 11 Feb 2023 | ر.س20.0b | ر.س7.2b | ر.س194.9m | 24.4x | 102.6x | 2.8x |
| Mon, 09 Jan 2023 | ر.س19.2b | ر.س7.2b | ر.س195.0m | 22.8x | 98.6x | 2.7x |
| Wed, 07 Dec 2022 | ر.س19.6b | ر.س7.2b | ر.س195.0m | 26.6x | 100.7x | 2.7x |
| Fri, 04 Nov 2022 | ر.س20.1b | ر.س6.9b | ر.س62.3m | 27.5x | 322.4x | 2.9x |
| Sun, 02 Oct 2022 | ر.س19.7b | ر.س7.0b | ر.س101.4m | 28.5x | 194.1x | 2.8x |
| Tue, 30 Aug 2022 | ر.س20.5b | ر.س7.0b | ر.س70.0m | 25.4x | 292.5x | 2.9x |
| Thu, 28 Jul 2022 | ر.س17.4b | ر.س5.7b | -ر.س62,287,683.00 | 21x | -279.5x | 3.1x |
| Sat, 25 Jun 2022 | ر.س16.8b | ر.س5.7b | -ر.س62,287,683.00 | 18.6x | -270.1x | 3x |
| Mon, 23 May 2022 | ر.س19.3b | ر.س5.6b | -ر.س105,038,955.00 | 26.1x | -184x | 3.5x |
| Wed, 20 Apr 2022 | ر.س22.6b | ر.س5.2b | -ر.س227,400,021.00 | 34.8x | -99.5x | 4.4x |
| Fri, 18 Mar 2022 | ر.س21.9b | ر.س4.8b | -ر.س1,029,889,119.00 | 29.6x | -21.3x | 4.6x |
| Sun, 13 Feb 2022 | ر.س22.5b | ر.س4.8b | -ر.س1,116,308,763.00 | 43.5x | -20.2x | 4.7x |
| Tue, 11 Jan 2022 | ر.س21.2b | ر.س4.6b | -ر.س1,136,190,290.00 | 47.6x | -18.6x | 4.6x |
| Thu, 09 Dec 2021 | ر.س21.2b | ر.س4.6b | -ر.س1,136,190,290.00 | 47.2x | -18.7x | 4.7x |
| Sat, 06 Nov 2021 | ر.س23.0b | ر.س4.2b | -ر.س1,381,510,331.00 | 48.6x | -16.6x | 5.4x |
| Mon, 04 Oct 2021 | ر.س21.9b | ر.س4.1b | -ر.س1,449,819,845.00 | 78x | -15.1x | 5.3x |
| Wed, 01 Sep 2021 | ر.س20.0b | ر.س3.6b | -ر.س1,115,434,845.00 | 70.7x | -17.9x | 5.6x |
| Thu, 08 Jul 2021 | ر.س18.7b | ر.س3.6b | -ر.س1,115,434,845.00 | 58.2x | -16.8x | 5.3x |
| Wed, 31 Mar 2021 | ر.س18.6b | ر.س3.5b | -ر.س1,656,851,891.00 | 261.4x | -11.2x | 5.2x |
| Sat, 02 Jan 2021 | ر.س18.2b | ر.س3.9b | -ر.س333,132,883.00 | 167x | -54.5x | 4.6x |
Price to Earnings Ratio
-54.5x
Current Industry PE
- Investors are optimistic on the Saudi Hospitality industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 54.8x which is higher than its 3-year average PE of 17.0x.
- The 3-year average PS ratio of 3.9x is higher than the industry's current PS ratio of 3.1x.
Past Earnings Growth
- The earnings for companies in the Hospitality industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 32% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Saudi Arabian Consumer Discretionary industry?
| SA Market | 0.23% | |
| Consumer Discretionary | 0.55% | |
| Hospitality | 0.12% | |
| Hotels, Resorts and Cruise Lines | 3.10% | |
| Casinos and Gaming | 0% | |
| Restaurants | -0.51% | |
| Leisure Facilities | -2.59% | |
Industry PE
- Investors are most optimistic about the Restaurants industry which is trading above its 3-year average PE ratio of 37.0x.
- Analysts are expecting annual earnings growth of 29.7%, which is higher than its past year's earnings decline of 30.5% per year.
- Investors are most pessimistic about the Leisure Facilities industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 16.7x.
Forecasted Growth
- Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings decline of 24% per year.
- In contrast, the Leisure Facilities 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 | |
|---|---|---|---|---|---|
| 1830 Leejam Sports | ر.س174.80 | 3.8% +ر.س335.3m | 111.1% | PE27.4x | |
| 9526 Jahez International Company for Information Systems Technology | ر.س24.96 | 3.8% +ر.س187.5m | -19.2% | PE75.1x | |
| 1810 Seera Holding Group | ر.س25.20 | 1.0% +ر.س64.8m | 40.3% | PE38x | |
| 1820 Abdulmohsen Al-Hokair Group for Tourism and Development | ر.س2.24 | 4.2% +ر.س28.4m | 12.2% | PS0.9x | |
| 6002 Herfy Food Services | ر.س31.35 | 0.8% +ر.س16.2m | -10.4% | PS1.7x |