With EPS Growth And More, Dallah Healthcare (TADAWUL:4004) Makes An Interesting Case
Dec 21
Have your own idea? Try our Stock Screener
Saudi Arabian (Tadawul) Healthcare Sector Analysis
UpdatedDec 21, 2024
DataAggregated Company Financials
Companies26
- 7D-2.2%
- 3M-4.9%
- 1Y1.8%
- YTD-1.5%
The Healthcare industry is down 2.2% over the last week with Mouwasat Medical Services the worst performer, down 5.3%. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Sat, 21 Dec 2024 | ر.س210.2b | ر.س37.0b | ر.س5.3b | 30.1x | 40x | 5.7x |
| Mon, 18 Nov 2024 | ر.س199.7b | ر.س37.0b | ر.س5.3b | 29.2x | 38x | 5.4x |
| Wed, 16 Oct 2024 | ر.س214.6b | ر.س35.6b | ر.س5.0b | 33.3x | 42.7x | 6x |
| Fri, 13 Sep 2024 | ر.س217.4b | ر.س35.5b | ر.س5.0b | 32.7x | 43.4x | 6.1x |
| Sun, 11 Aug 2024 | ر.س208.3b | ر.س34.8b | ر.س4.9b | 31.4x | 42.6x | 6x |
| Tue, 09 Jul 2024 | ر.س214.9b | ر.س34.1b | ر.س4.7b | 36x | 45.4x | 6.3x |
| Thu, 06 Jun 2024 | ر.س213.4b | ر.س34.0b | ر.س4.7b | 32.7x | 45.3x | 6.3x |
| Sat, 04 May 2024 | ر.س212.6b | ر.س30.8b | ر.س4.3b | 35.9x | 49.1x | 6.9x |
| Mon, 01 Apr 2024 | ر.س216.5b | ر.س30.4b | ر.س4.2b | 35.3x | 51.6x | 7.1x |
| Wed, 28 Feb 2024 | ر.س222.7b | ر.س29.8b | ر.س4.1b | 36.9x | 54.4x | 7.5x |
| Fri, 26 Jan 2024 | ر.س202.9b | ر.س29.2b | ر.س3.9b | 36x | 51.5x | 6.9x |
| Sun, 24 Dec 2023 | ر.س187.2b | ر.س29.2b | ر.س3.9b | 31.3x | 47.6x | 6.4x |
| Tue, 21 Nov 2023 | ر.س183.8b | ر.س29.2b | ر.س3.9b | 33.6x | 46.8x | 6.3x |
| Thu, 19 Oct 2023 | ر.س166.3b | ر.س27.7b | ر.س3.6b | 33.4x | 46.2x | 6x |
| Sat, 16 Sep 2023 | ر.س167.7b | ر.س27.5b | ر.س3.6b | 33.1x | 46.8x | 6.1x |
| Mon, 14 Aug 2023 | ر.س180.8b | ر.س26.6b | ر.س3.5b | 38.4x | 51.9x | 6.8x |
| Wed, 12 Jul 2023 | ر.س195.9b | ر.س26.3b | ر.س3.4b | 39.4x | 58.4x | 7.4x |
| Fri, 09 Jun 2023 | ر.س175.9b | ر.س25.3b | ر.س3.1b | 39.5x | 56x | 6.9x |
| Sun, 07 May 2023 | ر.س174.7b | ر.س24.3b | ر.س3.0b | 37.7x | 58.4x | 7.2x |
| Tue, 04 Apr 2023 | ر.س164.7b | ر.س23.8b | ر.س3.2b | 35.6x | 51.9x | 6.9x |
| Thu, 02 Mar 2023 | ر.س139.0b | ر.س23.2b | ر.س2.9b | 36.1x | 47.2x | 6x |
| Sat, 28 Jan 2023 | ر.س140.7b | ر.س23.2b | ر.س2.9b | 37x | 47.8x | 6.1x |
| Mon, 26 Dec 2022 | ر.س128.9b | ر.س23.2b | ر.س2.9b | 33.9x | 43.8x | 5.5x |
| Wed, 23 Nov 2022 | ر.س132.3b | ر.س23.2b | ر.س2.9b | 32.7x | 44.9x | 5.7x |
| Fri, 21 Oct 2022 | ر.س145.2b | ر.س22.8b | ر.س3.0b | 32.6x | 49.1x | 6.4x |
| Sun, 18 Sep 2022 | ر.س127.6b | ر.س22.9b | ر.س3.0b | 29.8x | 43x | 5.6x |
| Tue, 16 Aug 2022 | ر.س132.3b | ر.س22.6b | ر.س3.0b | 39.8x | 43.8x | 5.9x |
| Thu, 14 Jul 2022 | ر.س122.4b | ر.س22.2b | ر.س2.9b | 39.5x | 42.2x | 5.5x |
| Sat, 11 Jun 2022 | ر.س126.9b | ر.س22.2b | ر.س2.9b | 40.3x | 43.8x | 5.7x |
| Mon, 09 May 2022 | ر.س129.5b | ر.س22.0b | ر.س2.8b | 42.3x | 46x | 5.9x |
| Wed, 06 Apr 2022 | ر.س121.0b | ر.س21.9b | ر.س2.8b | 36.4x | 43.1x | 5.5x |
| Fri, 04 Mar 2022 | ر.س109.3b | ر.س21.1b | ر.س2.7b | 43.1x | 40.2x | 5.2x |
| Sun, 30 Jan 2022 | ر.س107.9b | ر.س20.2b | ر.س2.6b | 44.7x | 42x | 5.4x |
| Tue, 28 Dec 2021 | ر.س100.3b | ر.س20.2b | ر.س2.6b | 44.4x | 39.1x | 5x |
Price to Earnings Ratio
39.1x
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 40.0x 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 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 Healthcare sector?
| SA Market | 0.27% | |
| Healthcare | -2.20% | |
| Medical Equipment | 0% | |
| Healthtech | 0% | |
| Biotech | 0% | |
| Life Sciences | 0% | |
| Pharma | -1.03% | |
| Healthcare Services | -2.30% | |
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 15.5%, which is higher than its past year's earnings growth of 13.5% per year.
- Investors are most pessimistic about the Pharma industry, which is trading below its 3-year average of 50.2x.
Forecasted Growth
- Analysts are most optimistic on the Pharma industry, expecting annual earnings growth of 17% 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 | |
|---|---|---|---|---|---|
| 9527 Alf Meem Yaa for Medical Supplies and Equipment | ر.س115.60 | 3.6% +ر.س28.0m | 151.3% | PE21.3x | |
| 9594 Al-Modawat Specialized Medical | ر.س16.00 | 4.6% +ر.س16.6m | n/a | PE35x | |
| 9616 Jana Medical | ر.س42.40 | 6.1% +ر.س7.9m | n/a | n/a | |
| 9604 Miral Dental | ر.س104.00 | 2.4% +ر.س4.8m | n/a | n/a | |
| 9600 Qomel | ر.س114.20 | 0.2% +ر.س700.0k | n/a | PE17.1x |
