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Turkish (BIST) Consumer Discretionary Sector Analysis

UpdatedNov 05, 2025
DataAggregated Company Financials
Companies84
  • 7D4.4%
  • 3M3.4%
  • 1Y7.6%
  • YTD0.7%

In the last week, the Consumer Discretionary industry is up 4.4%, with Petrokent Turizm up 42%. In the same time, Tofas Türk Otomobil Fabrikasi Anonim Sirketi was down 8.3%. This takes the industry's 12 month performance to a gain of 7.6%. As for the next few years, earnings are expected to grow by 69% per annum.

Sector Valuation and Performance

Has the Turkish Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Nov 2025₺1.5t₺2.2t-₺18,661,905,130.0032.7x-79.1x0.7x
Sat, 04 Oct 2025₺1.4t₺2.2t-₺20,158,752,966.0034.4x-70.8x0.7x
Mon, 01 Sep 2025₺1.5t₺2.2t-₺17,360,571,395.0032.4x-85.1x0.7x
Wed, 30 Jul 2025₺1.3t₺2.1t₺1.6b25x800.2x0.6x
Fri, 27 Jun 2025₺1.2t₺2.1t₺24.6b22.7x49.1x0.6x
Sun, 25 May 2025₺1.2t₺2.1t₺30.2b22.3x41.2x0.6x
Tue, 22 Apr 2025₺1.3t₺2.2t₺55.5b28.4x23.3x0.6x
Thu, 20 Mar 2025₺1.4t₺2.2t₺56.2b25.8x24.2x0.6x
Sat, 15 Feb 2025₺1.3t₺1.7t₺63.0b23.4x20.5x0.8x
Mon, 13 Jan 2025₺1.4t₺1.5t₺59.6b22.9x23.2x0.9x
Wed, 11 Dec 2024₺1.4t₺1.5t₺58.6b23.1x23.7x0.9x
Fri, 08 Nov 2024₺1.3t₺1.5t₺69.5b19.5x19.1x0.9x
Sun, 06 Oct 2024₺1.3t₺1.6t₺96.2b16.1x13.3x0.8x
Tue, 03 Sep 2024₺1.4t₺1.6t₺105.5b18.4x13.4x0.9x
Thu, 01 Aug 2024₺1.5t₺1.6t₺120.9b18.1x12.5x1x
Sat, 29 Jun 2024₺1.7t₺1.6t₺121.5b18x13.7x1.1x
Mon, 27 May 2024₺1.7t₺1.6t₺124.2b17.7x13.8x1.1x
Wed, 24 Apr 2024₺1.6t₺1.5t₺135.8b18.4x11.9x1.1x
Fri, 22 Mar 2024₺1.6t₺1.4t₺133.1b17.9x12.4x1.2x
Sun, 18 Feb 2024₺1.5t₺1.2t₺111.7b18x13.5x1.3x
Tue, 16 Jan 2024₺1.3t₺1.1t₺114.1b13.5x11x1.1x
Thu, 14 Dec 2023₺1.2t₺1.1t₺113.9b12.2x10.7x1.1x
Sat, 11 Nov 2023₺1.3t₺1.1t₺112.4b14.8x11.4x1.2x
Mon, 09 Oct 2023₺1.3t₺952.7b₺91.1b17.6x14.4x1.4x
Wed, 06 Sep 2023₺1.2t₺945.5b₺90.6b17.4x13.7x1.3x
Fri, 04 Aug 2023₺1.1t₺891.7b₺83.2b14.8x13.6x1.3x
Sun, 02 Jul 2023₺915.7b₺827.7b₺76.6b11.4x12x1.1x
Tue, 30 May 2023₺720.8b₺823.6b₺76.2b9.7x9.5x0.9x
Thu, 27 Apr 2023₺747.0b₺734.9b₺70.8b10.5x10.6x1x
Sat, 25 Mar 2023₺804.1b₺722.1b₺70.7b11.2x11.4x1.1x
Mon, 20 Feb 2023₺742.3b₺664.2b₺66.1b10.3x11.2x1.1x
Wed, 18 Jan 2023₺809.4b₺597.9b₺56.7b12.6x14.3x1.4x
Fri, 16 Dec 2022₺782.8b₺597.9b₺56.7b13.2x13.8x1.3x
Sun, 13 Nov 2022₺648.2b₺594.1b₺56.0b10.3x11.6x1.1x
Price to Earnings Ratio

11.6x


Total Market Cap: ₺648.2bTotal Earnings: ₺56.0bTotal Revenue: ₺594.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Turkish Consumer Discretionary Sector Price to Earnings3Y Average -12x202320242025
Current Industry PE
  • Investors are pessimistic on the Turkish Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.68x.
Past Earnings Growth
  • Total earnings for the Consumer Discretionary industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 54% 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 Market1.33%
Consumer Discretionary4.36%
Hospitality14.50%
Retail Distributors5.63%
Consumer Durables3.20%
Specialty Stores3.11%
Auto Components2.96%
Luxury1.77%
General Merchandise and Department Stores0%0
Auto-1.02%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 31.1x.
    • Analysts are expecting annual earnings growth of 91.9%, which is higher than its past year's earnings decline of 34.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 157% over the next 5 years.
  • This is better than its past earnings decline of 46% per year.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 36% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
PKENT Petrokent Turizm₺306.0042.3%
+₺75.4b
25.8%PE2404.2x
FROTO Ford Otomotiv Sanayi₺99.301.8%
+₺6.3b
0.5%PE11.4x
IEYHO Isiklar Enerji ve Yapi Holding₺39.5219.3%
+₺3.5b
367.1%PS6.8x
ARCLK Arçelik Anonim Sirketi₺112.704.4%
+₺2.9b
-11.5%PS0.2x
GZNMI Gezinomi Seyahat Turizm Ticaret Anonim Sirketi₺283.7510.0%
+₺1.7b
465.2%PS7.9x

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