Turkish (BIST) Consumer Durables Industry Analysis
UpdatedApr 27, 2024
DataAggregated Company Financials
Companies15
- 7D1.5%
- 3M28.7%
- 1Y84.6%
- YTD39.9%
In the last week, the Consumer Durables industry is up 1.5%, with Arçelik Anonim Sirketi up 3.4%. This means that the industry has gained 85% over the past year. Earnings are forecast to grow by 31% annually.
Industry Valuation and Performance
Has the Turkish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Apr 2024 | ₺196.9b | ₺461.3b | ₺15.8b | 16.4x | 12.4x | 0.4x |
| Mon, 25 Mar 2024 | ₺175.6b | ₺412.1b | ₺13.6b | 15.3x | 12.9x | 0.4x |
| Wed, 21 Feb 2024 | ₺191.5b | ₺337.5b | ₺11.0b | 14x | 17.4x | 0.6x |
| Fri, 19 Jan 2024 | ₺149.3b | ₺337.5b | ₺11.0b | 10.2x | 13.6x | 0.4x |
| Sun, 17 Dec 2023 | ₺149.2b | ₺337.5b | ₺11.0b | 10.2x | 13.6x | 0.4x |
| Tue, 14 Nov 2023 | ₺163.8b | ₺337.5b | ₺11.0b | 13.1x | 14.9x | 0.5x |
| Thu, 12 Oct 2023 | ₺228.0b | ₺303.1b | ₺8.1b | 16.7x | 28.2x | 0.8x |
| Sat, 09 Sep 2023 | ₺240.6b | ₺303.1b | ₺8.1b | 16x | 29.7x | 0.8x |
| Mon, 07 Aug 2023 | ₺203.6b | ₺286.6b | ₺8.0b | 15.7x | 25.6x | 0.7x |
| Wed, 05 Jul 2023 | ₺147.4b | ₺268.1b | ₺7.8b | 12.5x | 18.8x | 0.5x |
| Fri, 02 Jun 2023 | ₺118.6b | ₺268.1b | ₺7.8b | 11.3x | 15.2x | 0.4x |
| Sun, 30 Apr 2023 | ₺111.2b | ₺256.6b | ₺8.5b | 10.3x | 13.1x | 0.4x |
| Tue, 28 Mar 2023 | ₺136.1b | ₺244.9b | ₺8.4b | 12.8x | 16.1x | 0.6x |
| Thu, 23 Feb 2023 | ₺137.3b | ₺232.4b | ₺9.0b | 12.1x | 15.2x | 0.6x |
| Sat, 21 Jan 2023 | ₺147.5b | ₺210.5b | ₺7.7b | 13.4x | 19.2x | 0.7x |
| Mon, 19 Dec 2022 | ₺133.5b | ₺210.5b | ₺7.7b | 14.1x | 17.4x | 0.6x |
| Wed, 16 Nov 2022 | ₺103.5b | ₺210.5b | ₺7.5b | 10x | 13.8x | 0.5x |
| Fri, 14 Oct 2022 | ₺89.1b | ₺181.1b | ₺8.2b | 9.3x | 10.8x | 0.5x |
| Sun, 11 Sep 2022 | ₺87.6b | ₺180.1b | ₺8.2b | 8.9x | 10.7x | 0.5x |
| Tue, 09 Aug 2022 | ₺81.1b | ₺173.4b | ₺7.8b | 10.9x | 10.4x | 0.5x |
| Thu, 07 Jul 2022 | ₺79.9b | ₺152.2b | ₺7.9b | 9.6x | 10.1x | 0.5x |
| Sat, 04 Jun 2022 | ₺90.7b | ₺152.2b | ₺7.9b | 9.5x | 11.5x | 0.6x |
| Mon, 02 May 2022 | ₺78.5b | ₺145.2b | ₺7.6b | 10.6x | 10.4x | 0.5x |
| Wed, 30 Mar 2022 | ₺68.6b | ₺127.4b | ₺7.2b | 10.1x | 9.5x | 0.5x |
| Fri, 25 Feb 2022 | ₺60.6b | ₺121.4b | ₺7.3b | 9.9x | 8.3x | 0.5x |
| Sun, 23 Jan 2022 | ₺65.5b | ₺112.2b | ₺7.7b | 10.7x | 8.5x | 0.6x |
| Tue, 21 Dec 2021 | ₺69.3b | ₺112.2b | ₺7.7b | 11.8x | 9x | 0.6x |
| Thu, 18 Nov 2021 | ₺57.1b | ₺112.2b | ₺7.7b | 10.3x | 7.4x | 0.5x |
| Sat, 16 Oct 2021 | ₺48.1b | ₺101.5b | ₺8.4b | 10.9x | 5.8x | 0.5x |
| Mon, 13 Sep 2021 | ₺50.8b | ₺101.5b | ₺8.4b | 12.4x | 6.1x | 0.5x |
| Wed, 11 Aug 2021 | ₺50.7b | ₺101.5b | ₺8.4b | 11x | 6.1x | 0.5x |
| Sun, 06 Jun 2021 | ₺53.4b | ₺87.5b | ₺7.5b | 14.3x | 7.1x | 0.6x |
Price to Earnings Ratio
7.4x
Current Industry PE
- Investors are relatively neutral on the Turkish Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 13.2x.
- The industry is trading close to its 3-year average PS ratio of 0.55x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 28% per year over the last three years.
- Revenues for these companies have grown 74% 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 Turkish Consumer Discretionary industry?
| TR Market | 3.05% | |
| Consumer Discretionary | 1.95% | |
| Consumer Durables | 1.45% | |
| Home Furnishings | 3.84% | |
| Household Appliances | 2.38% | |
| Homebuilding | 0% | |
| Consumer Electronics | -3.15% | |
| Housewares and Specialties | -8.47% | |
Industry PE
- Investors are most optimistic about the Housewares and Specialties industry even though it's trading below its 3-year average PE ratio of 35.5x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Household Appliances industry, which is trading below its 3-year average of 13.1x.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 76% over the next 5 years.
- However this is lower than its past earnings growth rate of 160% per year.
- In contrast, the Household Appliances industry is expected to see its earnings grow by 28% 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 | |
|---|---|---|---|---|---|
| ARCLK Arçelik Anonim Sirketi | ₺168.20 | 3.4% +₺3.3b | 73.7% | PE13.3x | |
| ISBIR Isbir Holding | ₺133.60 | 12.3% +₺472.9m | 117.2% | PE26.8x | |
| YATAS Yatas Yatak ve Yorgan Sanayi ve Ticaret | ₺32.00 | 8.3% +₺353.7m | 3.8% | PE10.6x | |
| YONGA Yonga Mobilya Sanayi ve Ticaret | ₺94.45 | 21.6% +₺282.2m | 249.8% | PS7.9x | |
| IHLGM Ihlas Gayrimenkul Proje Gelistirme ve Ticaret | ₺1.49 | 4.2% +₺60.0m | 73.3% | PE88.8x |