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Turkish (BIST) Consumer Discretionary Sector Analysis
UpdatedJun 07, 2025
DataAggregated Company Financials
Companies85
- 7D4.5%
- 3M-11.0%
- 1Y-24.2%
- YTD-13.2%
Over the last 7 days, the Consumer Discretionary industry has risen 4.5%, driven by gains from Ford Otomotiv Sanayi of 9.2%. In the past year, the industry is down 24%. Earnings are forecast to grow by 52% annually.
Sector Valuation and Performance
Has the Turkish Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 07 Jun 2025 | ₺1.2t | ₺2.1t | ₺24.8b | 28x | 49.1x | 0.6x |
| Mon, 05 May 2025 | ₺1.3t | ₺2.1t | ₺41.6b | 26.1x | 30.2x | 0.6x |
| Wed, 02 Apr 2025 | ₺1.3t | ₺2.2t | ₺55.4b | 24.2x | 24.1x | 0.6x |
| Fri, 28 Feb 2025 | ₺1.3t | ₺1.9t | ₺65.7b | 25x | 19.1x | 0.7x |
| Sun, 26 Jan 2025 | ₺1.4t | ₺1.5t | ₺59.6b | 23.2x | 22.7x | 0.9x |
| Tue, 24 Dec 2024 | ₺1.3t | ₺1.5t | ₺59.8b | 21.7x | 22.3x | 0.9x |
| Thu, 21 Nov 2024 | ₺1.3t | ₺1.5t | ₺58.7b | 22.7x | 22.5x | 0.9x |
| Sat, 19 Oct 2024 | ₺1.3t | ₺1.5t | ₺97.1b | 16.4x | 13.4x | 0.8x |
| Mon, 16 Sep 2024 | ₺1.4t | ₺1.5t | ₺103.7b | 17.3x | 13x | 0.9x |
| Wed, 14 Aug 2024 | ₺1.4t | ₺1.6t | ₺109.9b | 18.1x | 12.7x | 0.9x |
| Fri, 12 Jul 2024 | ₺1.6t | ₺1.6t | ₺122.0b | 17.5x | 13.4x | 1x |
| Sun, 09 Jun 2024 | ₺1.6t | ₺1.6t | ₺120.3b | 17.6x | 13.2x | 1x |
| Tue, 07 May 2024 | ₺1.7t | ₺1.5t | ₺134.5b | 21.7x | 12.5x | 1.1x |
| Thu, 04 Apr 2024 | ₺1.5t | ₺1.5t | ₺133.0b | 16.7x | 11.5x | 1.1x |
| Sat, 02 Mar 2024 | ₺1.6t | ₺1.2t | ₺111.7b | 20.4x | 14.3x | 1.4x |
| Mon, 29 Jan 2024 | ₺1.3t | ₺1.1t | ₺114.1b | 14.2x | 11.5x | 1.2x |
| Wed, 27 Dec 2023 | ₺1.1t | ₺1.1t | ₺114.1b | 11.5x | 9.7x | 1x |
| Fri, 24 Nov 2023 | ₺1.3t | ₺1.1t | ₺113.2b | 14.4x | 11.6x | 1.2x |
| Sun, 22 Oct 2023 | ₺1.1t | ₺969.8b | ₺90.2b | 14.8x | 12.6x | 1.2x |
| Tue, 19 Sep 2023 | ₺1.2t | ₺950.2b | ₺90.8b | 17.3x | 13.1x | 1.3x |
| Thu, 17 Aug 2023 | ₺1.2t | ₺906.2b | ₺82.9b | 15.4x | 14.1x | 1.3x |
| Sat, 15 Jul 2023 | ₺1.0t | ₺828.2b | ₺76.9b | 13.5x | 13.2x | 1.2x |
| Mon, 12 Jun 2023 | ₺856.6b | ₺826.1b | ₺76.4b | 11.4x | 11.2x | 1x |
| Wed, 10 May 2023 | ₺19.0t | ₺796.9b | ₺74.2b | 8.5x | 256.5x | 23.9x |
| Fri, 07 Apr 2023 | ₺775.8b | ₺722.1b | ₺70.9b | 11.2x | 10.9x | 1.1x |
| Sun, 05 Mar 2023 | ₺813.9b | ₺699.4b | ₺67.4b | 11.8x | 12.1x | 1.2x |
| Tue, 31 Jan 2023 | ₺780.2b | ₺614.9b | ₺58.5b | 12.1x | 13.3x | 1.3x |
| Thu, 29 Dec 2022 | ₺818.7b | ₺597.9b | ₺56.7b | 13.2x | 14.4x | 1.4x |
| Sat, 26 Nov 2022 | ₺1.3t | ₺596.0b | ₺56.6b | 11.8x | 22.7x | 2.2x |
| Mon, 24 Oct 2022 | ₺611.2b | ₺505.1b | ₺46.9b | 10.8x | 13x | 1.2x |
| Wed, 21 Sep 2022 | ₺540.9b | ₺487.9b | ₺46.9b | 10x | 11.5x | 1.1x |
| Fri, 19 Aug 2022 | ₺878.0b | ₺462.2b | ₺43.0b | 10.2x | 20.4x | 1.9x |
| Sun, 17 Jul 2022 | ₺459.6b | ₺395.8b | ₺37.7b | 9.2x | 12.2x | 1.2x |
| Tue, 14 Jun 2022 | ₺468.7b | ₺394.4b | ₺37.6b | 9.4x | 12.5x | 1.2x |
Price to Earnings Ratio
12.5x
Current Industry PE
- Investors are optimistic on the Turkish Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 49.1x which is higher than its 3-year average PE of 16.4x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.58x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 13% per year over the last three years.
- Meanwhile revenues for these companies have grown 75% 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 Turkish Consumer Discretionary sector?
| TR Market | 4.39% | |
| Consumer Discretionary | 4.53% | |
| Auto | 7.62% | |
| Consumer Durables | 5.42% | |
| Luxury | 3.25% | |
| Hospitality | 2.86% | |
| Specialty Stores | 2.81% | |
| Retail Distributors | 1.17% | |
| Auto Components | 0.84% | |
| General Merchandise and Department Stores | 0% | 0 |
Industry PE
- Investors are most optimistic about the Retail Distributors industry which is trading above its 3-year average PE ratio of 15.4x.
- 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 Consumer Durables industry, expecting annual earnings growth of 113% over the next 5 years.
- This is better than its past earnings growth rate of 5.3% per year.
- In contrast, the Hospitality industry is expected to see its earnings grow by 35% 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 | |
|---|---|---|---|---|---|
| FROTO Ford Otomotiv Sanayi | ₺87.55 | 9.2% +₺26.0b | -14.6% | PE9.3x | |
| PKENT Petrokent Turizm | ₺223.00 | 4.1% +₺7.2b | -28.8% | PE1144.6x | |
| ARCLK Arçelik Anonim Sirketi | ₺111.00 | 5.3% +₺3.4b | -33.5% | PS0.2x | |
| TOASO Tofas Türk Otomobil Fabrikasi Anonim Sirketi | ₺182.50 | 3.1% +₺2.7b | -38.0% | PE75.7x | |
| AKSA Aksa Akrilik Kimya Sanayii | ₺9.48 | 4.4% +₺1.5b | -6.4% | PE85.8x |