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South African (JSE) Consumer Discretionary Sector Analysis

UpdatedNov 30, 2022
DataAggregated Company Financials
Companies30
  • 7D0.5%
  • 3M1.6%
  • 1Y0.7%
  • YTD-1.7%

The Consumer Discretionary is pretty flat in the last 7 days, but Naspers has stood out, gaining 3.4%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 9.9% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Nov 2022R809.6bR643.6bR69.3b10x11.7x1.3x
Fri, 28 Oct 2022R747.4bR632.8bR250.0b9.1x3x1.2x
Sun, 25 Sep 2022R834.0bR633.6bR250.5b10x3.3x1.3x
Tue, 23 Aug 2022R882.3bR612.7bR236.7b9.1x3.7x1.4x
Thu, 21 Jul 2022R914.5bR611.8bR237.6b9.3x3.8x1.5x
Sat, 18 Jun 2022R1.1tR586.3bR255.7b8.9x4.1x1.8x
Mon, 16 May 2022R993.5bR579.3bR252.3b8.6x3.9x1.7x
Wed, 13 Apr 2022R1.0tR566.9bR228.5b8.9x4.4x1.8x
Fri, 11 Mar 2022R1.1tR566.6bR237.4b10.5x4.4x1.9x
Sun, 06 Feb 2022R1.3tR567.5bR241.8b11.6x5.5x2.4x
Tue, 04 Jan 2022R1.4tR567.9bR246.2b11.9x5.5x2.4x
Thu, 02 Dec 2021R1.3tR567.6bR245.6b11.7x5.5x2.4x
Sat, 30 Oct 2021R1.4tR525.3bR93.6b11.8x15.5x2.8x
Mon, 27 Sep 2021R1.4tR520.4bR90.3b12.7x15.5x2.7x
Wed, 25 Aug 2021R1.4tR514.7bR86.3b12.8x16.2x2.7x
Thu, 01 Jul 2021R1.6tR514.7bR86.3b12.1x18.6x3.1x
Sun, 04 Apr 2021R1.8tR502.6bR82.2b13.8x21.9x3.6x
Wed, 06 Jan 2021R1.6tR480.6bR60.0b14.7x25.9x3.2x
Sat, 10 Oct 2020R1.5tR474.7bR50.8b14.5x29.2x3.1x
Fri, 03 Jul 2020R1.5tR470.6bR58.3b13.3x26.6x3.3x
Mon, 06 Apr 2020R1.3tR493.1bR66.9b9.3x19.4x2.6x
Thu, 09 Jan 2020R1.3tR487.5bR62.3b13.4x21.3x2.7x
Price to Earnings Ratio

19.2x


Total Market Cap: R1.2tTotal Earnings: R64.7bTotal Revenue: R492.3bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Discretionary Sector Price to Earnings3Y Average 16.5x202020212022
Current Industry PE
  • Investors are pessimistic on the South African Consumer Discretionary 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 11.7x which is lower than its 3-year average PE of 16.5x.
  • The 3-year average PS ratio of 2.6x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 2.3% per year over the last three years.
  • Revenues for these companies have grown 9.3% 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 South African Consumer Discretionary sector?

ZA Market0.17%
Consumer Discretionary0.45%
Online Retail and Ecommerce3.34%
Auto Components1.19%
Hospitality1.10%
Consumer Services0.31%
Auto0%
Leisure0%
Luxury0%
Retail Distributors0%
General Merchanise and Department Stores-0.73%
Consumer Durables-1.14%
Specialty Stores-4.52%
Industry PE
  • Investors are most optimistic about the General Merchanise and Department Stores industry which is trading above its 3-year average PE ratio of 12.1x.
    • Analysts are expecting annual earnings growth of 11.0%, which is higher than its past year's earnings decline of 10.4% per year.
  • Investors are most pessimistic about the Consumer Durables industry, which is trading close to its 3-year average of 4.2x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 52% over the next 5 years.
  • This is better than its past earnings decline of 40% per year.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 5.1% 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
NPN NaspersR2.48k3.4%
+R14.5b
1.1%PE12.2x
SUI Sun InternationalR36.256.6%
+R552.3m
42.2%PE15.8x
CLH City Lodge HotelsR4.935.6%
+R156.9m
11.8%PE36.4x
ADH ADvTECHR18.620.6%
+R65.0m
8.6%PE13.9x
MTA Metair InvestmentsR28.061.2%
+R63.9m
4.3%PE12.7x
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Latest News

PPH

R21.43

Pepkor Holdings

7D

-2.7%

1Y

-4.1%

MRP

R166.62

Mr Price Group

7D

-11.4%

1Y

-16.3%

TFG

R104.27

Foschini Group

7D

-5.2%

1Y

-13.8%

MTH

R117.71

Motus Holdings

7D

-1.5%

1Y

8.4%

ADH

R18.62

ADvTECH

7D

0.6%

1Y

8.6%

SUR

R21.49

Spur

7D

3.6%

1Y

0.5%

NPN

R2,484.51

Naspers

7D

3.4%

1Y

1.1%

CLH

R4.93

City Lodge Hotels

7D

5.6%

1Y

11.8%

SPG

R26.37

Super Group

7D

0.6%

1Y

-19.6%

ITE

R13.70

Italtile

7D

-1.8%

1Y

-17.3%

TRU

R55.39

Truworths International

7D

-3.8%

1Y

11.4%

MTA

R28.06

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7D

1.2%

1Y

4.3%

WHL

R65.70

Woolworths Holdings

7D

-0.7%

1Y

27.3%

SUI

R36.25

Sun International

7D

6.6%

1Y

42.2%

SNH

R1.61

Steinhoff International Holdings

7D

-7.5%

1Y

-29.1%

COH

R8.40

Curro Holdings

7D

1.1%

1Y

-28.3%