Investors Will Want Dallah Healthcare's (TADAWUL:4004) Growth In ROCE To Persist
Jan 08
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Saudi Arabian (Tadawul) Healthcare Sector Analysis
UpdatedJan 14, 2025
DataAggregated Company Financials
Companies27
- 7D1.0%
- 3M-1.7%
- 1Y-1.4%
- YTD2.5%
Over the last 7 days, the Healthcare industry has risen 3.8%, driven by gains from Dr. Sulaiman Al Habib Medical Services Group of 0.9%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 15% per annum.
Sector Valuation and Performance
Has the Saudi Arabian Healthcare Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 14 Jan 2025 | ر.س216.0b | ر.س38.2b | ر.س5.3b | 31.3x | 40.6x | 5.7x |
| Thu, 12 Dec 2024 | ر.س216.7b | ر.س37.0b | ر.س5.3b | 31.5x | 41.3x | 5.9x |
| Sat, 09 Nov 2024 | ر.س207.9b | ر.س36.6b | ر.س5.1b | 32.5x | 40.7x | 5.7x |
| Mon, 07 Oct 2024 | ر.س211.4b | ر.س35.6b | ر.س5.0b | 32.3x | 42.1x | 5.9x |
| Wed, 04 Sep 2024 | ر.س223.1b | ر.س35.5b | ر.س5.0b | 33.7x | 44.3x | 6.3x |
| Fri, 02 Aug 2024 | ر.س216.4b | ر.س34.6b | ر.س4.8b | 35.7x | 45x | 6.3x |
| Sun, 30 Jun 2024 | ر.س220.7b | ر.س34.2b | ر.س4.7b | 35.6x | 46.5x | 6.5x |
| Tue, 28 May 2024 | ر.س196.9b | ر.س31.6b | ر.س4.4b | 32.9x | 44.7x | 6.2x |
| Thu, 25 Apr 2024 | ر.س214.1b | ر.س30.5b | ر.س4.3b | 36.3x | 49.7x | 7x |
| Sat, 23 Mar 2024 | ر.س217.5b | ر.س30.3b | ر.س4.2b | 35.3x | 51.7x | 7.2x |
| Mon, 19 Feb 2024 | ر.س217.4b | ر.س29.2b | ر.س3.9b | 37.7x | 55.2x | 7.4x |
| Wed, 17 Jan 2024 | ر.س196.2b | ر.س29.2b | ر.س3.9b | 34.7x | 49.8x | 6.7x |
| Fri, 15 Dec 2023 | ر.س189.2b | ر.س29.2b | ر.س3.9b | 32x | 48.1x | 6.5x |
| Sun, 12 Nov 2023 | ر.س181.3b | ر.س29.1b | ر.س4.0b | 32.7x | 45.9x | 6.2x |
| Tue, 10 Oct 2023 | ر.س163.5b | ر.س27.7b | ر.س3.6b | 33.8x | 45.5x | 5.9x |
| Thu, 07 Sep 2023 | ر.س174.1b | ر.س27.5b | ر.س3.6b | 34.4x | 48.5x | 6.3x |
| Sat, 05 Aug 2023 | ر.س196.5b | ر.س26.5b | ر.س3.4b | 40.1x | 58.2x | 7.4x |
| Mon, 03 Jul 2023 | ر.س200.1b | ر.س26.2b | ر.س3.3b | 39x | 60.4x | 7.6x |
| Wed, 31 May 2023 | ر.س172.4b | ر.س25.1b | ر.س3.2b | 37.5x | 53.8x | 6.9x |
| Fri, 28 Apr 2023 | ر.س170.8b | ر.س24.3b | ر.س3.0b | 37.9x | 57.1x | 7x |
| Sun, 26 Mar 2023 | ر.س152.2b | ر.س23.8b | ر.س3.2b | 33.5x | 48x | 6.4x |
| Tue, 21 Feb 2023 | ر.س140.3b | ر.س23.2b | ر.س2.9b | 36.9x | 47.6x | 6x |
| Thu, 19 Jan 2023 | ر.س134.4b | ر.س23.2b | ر.س2.9b | 36x | 45.6x | 5.8x |
| Sat, 17 Dec 2022 | ر.س136.2b | ر.س23.2b | ر.س2.9b | 34.4x | 46.2x | 5.9x |
| Mon, 14 Nov 2022 | ر.س130.5b | ر.س23.2b | ر.س2.9b | 28.1x | 44.3x | 5.6x |
| Wed, 12 Oct 2022 | ر.س143.5b | ر.س22.8b | ر.س3.0b | 32.6x | 48.6x | 6.3x |
| Fri, 09 Sep 2022 | ر.س124.4b | ر.س22.9b | ر.س3.0b | 28.7x | 41.9x | 5.4x |
| Sun, 07 Aug 2022 | ر.س137.2b | ر.س22.2b | ر.س2.9b | 42.5x | 47.3x | 6.2x |
| Tue, 05 Jul 2022 | ر.س118.4b | ر.س22.2b | ر.س2.9b | 38.2x | 40.8x | 5.3x |
| Thu, 02 Jun 2022 | ر.س130.4b | ر.س22.2b | ر.س2.9b | 40.1x | 45x | 5.9x |
| Sat, 30 Apr 2022 | ر.س130.1b | ر.س22.0b | ر.س2.8b | 41.9x | 46.2x | 5.9x |
| Mon, 28 Mar 2022 | ر.س123.0b | ر.س21.8b | ر.س2.9b | 39.7x | 42.7x | 5.6x |
| Wed, 23 Feb 2022 | ر.س109.2b | ر.س20.2b | ر.س2.6b | 44.8x | 42.5x | 5.4x |
| Fri, 21 Jan 2022 | ر.س106.4b | ر.س20.2b | ر.س2.6b | 46.4x | 41.5x | 5.3x |
Price to Earnings Ratio
41.5x
Current Industry PE
- Investors are pessimistic on the Saudi Healthcare 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 41.0x which is lower than its 3-year average PE of 47.0x.
- The industry is trading close to its 3-year average PS ratio of 6.2x.
Past Earnings Growth
- The earnings for companies in the Healthcare industry have grown 28% per year over the last three years.
- Revenues for these companies have grown 24% 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 Healthcare sector?
| SA Market | 0.30% | |
| Healthcare | 1.04% | |
| Pharma | 3.74% | |
| Healthcare Services | 0.80% | |
| Medical Equipment | 0% | |
| Healthtech | 0% | |
| Biotech | 0% | |
| Life Sciences | 0% | |
Industry PE
- Investors are most optimistic about the Healthcare Services industry even though it's trading below its 3-year average PE ratio of 45.7x.
- Analysts are expecting annual earnings growth of 14.7%, which is higher than its past year's earnings growth of 13.3% per year.
- Investors are most pessimistic about the Pharma industry, which is trading below its 3-year average of 49.2x.
Forecasted Growth
- Analysts are most optimistic on the Pharma industry, expecting annual earnings growth of 16% over the next 5 years.
- However this is lower than its past earnings growth rate of 60% per year.
- In contrast, the Healthcare Services industry is expected to see its earnings grow by 15% 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 | |
|---|---|---|---|---|---|
| 4013 Dr. Sulaiman Al Habib Medical Services Group | ر.س296.60 | 0.9% +ر.س910.0m | 5.6% | PE46.6x | |
| 4007 Al Hammadi Holding | ر.س41.70 | 6.9% +ر.س432.0m | -32.2% | PE20.5x | |
| 4015 Jamjoom Pharmaceuticals Factory | ر.س156.20 | 3.3% +ر.س350.0m | 30.4% | PE31.3x | |
| 2070 Saudi Pharmaceutical Industries and Medical Appliances | ر.س33.45 | 6.2% +ر.س234.0m | -10.1% | PE172.7x | |
| 2230 Saudi Chemical Holding | ر.س9.48 | 2.8% +ر.س219.2m | 112.6% | PE24.5x |
