Turkish (BIST) Consumer Durables Industry Analysis
UpdatedJul 25, 2024
DataAggregated Company Financials
Companies15
- 7D2.1%
- 3M1.9%
- 1Y24.8%
- YTD41.9%
The Consumer Durables is pretty flat in the last 7 days, but Vestel Beyaz Esya Sanayi ve Ticaret has stood out, gaining 6.0%. The past year has been better, since the industry has gained 23% in that time. As for the next few years, earnings are expected to grow by 36% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | ₺199.7b | ₺469.4b | ₺12.4b | 17.2x | 16.1x | 0.4x |
| Sun, 23 Jun 2024 | ₺200.3b | ₺469.4b | ₺11.3b | 18.7x | 17.7x | 0.4x |
| Tue, 21 May 2024 | ₺220.4b | ₺464.6b | ₺14.9b | 19.9x | 14.8x | 0.5x |
| Thu, 18 Apr 2024 | ₺194.1b | ₺459.5b | ₺15.9b | 16.3x | 12.2x | 0.4x |
| Sat, 16 Mar 2024 | ₺179.6b | ₺410.9b | ₺13.6b | 13.5x | 13.2x | 0.4x |
| Mon, 12 Feb 2024 | ₺191.4b | ₺337.5b | ₺11.0b | 12.8x | 17.4x | 0.6x |
| Wed, 10 Jan 2024 | ₺147.5b | ₺337.5b | ₺11.0b | 9.7x | 13.4x | 0.4x |
| Fri, 08 Dec 2023 | ₺156.5b | ₺337.5b | ₺11.0b | 11x | 14.2x | 0.5x |
| Sun, 05 Nov 2023 | ₺170.7b | ₺325.4b | ₺9.6b | 14.5x | 17.8x | 0.5x |
| Tue, 03 Oct 2023 | ₺234.6b | ₺303.1b | ₺8.1b | 16.7x | 29x | 0.8x |
| Thu, 31 Aug 2023 | ₺246.8b | ₺303.1b | ₺8.1b | 14.1x | 30.5x | 0.8x |
| Sat, 29 Jul 2023 | ₺185.2b | ₺282.7b | ₺8.1b | 15.2x | 23x | 0.7x |
| Mon, 26 Jun 2023 | ₺134.8b | ₺268.1b | ₺7.8b | 11.6x | 17.2x | 0.5x |
| Wed, 24 May 2023 | ₺103.0b | ₺268.1b | ₺7.7b | 9.6x | 13.3x | 0.4x |
| Fri, 21 Apr 2023 | ₺126.7b | ₺256.6b | ₺8.5b | 11x | 15x | 0.5x |
| Sun, 19 Mar 2023 | ₺141.6b | ₺244.9b | ₺8.4b | 13.4x | 16.8x | 0.6x |
| Tue, 14 Feb 2023 | ₺107.9b | ₺227.1b | ₺9.4b | 9.6x | 11.4x | 0.5x |
| Thu, 12 Jan 2023 | ₺121.1b | ₺210.5b | ₺7.7b | 11.8x | 15.8x | 0.6x |
| Sat, 10 Dec 2022 | ₺124.8b | ₺210.5b | ₺7.7b | 14.9x | 16.3x | 0.6x |
| Mon, 07 Nov 2022 | ₺100.6b | ₺201.9b | ₺7.8b | 10.5x | 12.9x | 0.5x |
| Wed, 05 Oct 2022 | ₺88.3b | ₺181.1b | ₺8.2b | 9.5x | 10.7x | 0.5x |
| Fri, 02 Sep 2022 | ₺83.4b | ₺180.1b | ₺8.2b | 8.8x | 10.2x | 0.5x |
| Sun, 31 Jul 2022 | ₺75.9b | ₺170.0b | ₺7.6b | 10.3x | 9.9x | 0.4x |
| Tue, 28 Jun 2022 | ₺85.9b | ₺152.2b | ₺7.9b | 9.8x | 10.9x | 0.6x |
| Thu, 26 May 2022 | ₺82.7b | ₺152.2b | ₺7.9b | 9.4x | 10.5x | 0.5x |
| Sat, 23 Apr 2022 | ₺81.0b | ₺127.4b | ₺7.2b | 10.5x | 11.2x | 0.6x |
| Mon, 21 Mar 2022 | ₺66.5b | ₺127.4b | ₺7.2b | 9.7x | 9.2x | 0.5x |
| Wed, 16 Feb 2022 | ₺65.7b | ₺121.4b | ₺7.3b | 11.1x | 9x | 0.5x |
| Fri, 14 Jan 2022 | ₺69.5b | ₺112.2b | ₺7.7b | 10.9x | 9.1x | 0.6x |
| Sun, 12 Dec 2021 | ₺68.7b | ₺112.2b | ₺7.7b | 12.2x | 9x | 0.6x |
| Tue, 09 Nov 2021 | ₺53.2b | ₺111.2b | ₺7.6b | 12x | 7x | 0.5x |
| Thu, 07 Oct 2021 | ₺48.2b | ₺101.5b | ₺8.4b | 11.1x | 5.8x | 0.5x |
| Sat, 04 Sep 2021 | ₺51.5b | ₺101.5b | ₺8.4b | 11.3x | 6.2x | 0.5x |
| Mon, 02 Aug 2021 | ₺51.7b | ₺101.5b | ₺8.4b | 11.3x | 6.2x | 0.5x |
Price to Earnings Ratio
6.2x
Current Industry PE
- Investors are optimistic on the Turkish Consumer Durables industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 15.5x which is higher than its 3-year average PE of 13.9x.
- The industry is trading close to its 3-year average PS ratio of 0.54x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 14% per year over the last three years.
- Revenues for these companies have grown 67% 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 | -0.45% | |
| Consumer Discretionary | -1.08% | |
| Consumer Durables | 2.10% | |
| Household Appliances | 3.77% | |
| Home Furnishings | 0.62% | |
| Homebuilding | 0% | |
| Housewares and Specialties | -4.42% | |
| Consumer Electronics | -4.92% | |
Industry PE
- Investors are most optimistic about the Home Furnishings industry which is trading above its 3-year average PE ratio of 12.4x.
- Analysts are expecting annual earnings growth of 46.3%, which is higher than its past year's earnings decline of 38.8% per year.
- Investors are most pessimistic about the Household Appliances industry, which is trading close to its 3-year average of 13.8x.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 46% over the next 5 years.
- This is better than its past earnings decline of 39% per year.
- In contrast, the Household Appliances industry is expected to see its earnings grow by 34% 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 | ₺175.80 | 3.8% +₺3.9b | 19.0% | PE15.8x | |
| ARZUM Arzum Elektrikli Ev Aletleri Sanayi ve Ticaret | ₺61.90 | 17.3% +₺294.7m | 145.6% | PS0.5x | |
| ARTMS Artemis Hali Anonim Sirketi | ₺55.40 | 5.6% +₺206.5m | n/a | PS4.5x | |
| SILVR Silverline Endustri ve Ticaret | ₺20.28 | 7.9% +₺67.1m | 19.7% | PE23.5x | |
| BRKO Birko Birlesik Koyunlulular Mensucat Ticaret ve Sanayi | ₺9.60 | 3.2% +₺36.0m | 84.6% | PS26.1x |