Over the last 7 days, the Consumer Discretionary industry has dropped 3.5%, driven by a pullback from Naspers of 2.1%. In contrast, HomeChoice International has gained 11%. However, the industry is down 4.2% over the past year. As for the next few years, earnings are forecast to decline by 2.2% per annum.
Has the South African Consumer Discretionary Sector valuation changed over the past few years?
Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
---|---|---|---|---|---|---|
Wed, 17 Apr 2024 | R925.6b | R727.2b | R107.4b | 8.4x | 8.6x | 1.3x |
Fri, 15 Mar 2024 | R913.3b | R725.6b | R105.6b | 8.6x | 8.6x | 1.3x |
Sun, 11 Feb 2024 | R984.9b | R713.9b | R108.1b | 8.8x | 9.1x | 1.4x |
Tue, 09 Jan 2024 | R911.6b | R711.1b | R106.0b | 8.2x | 8.6x | 1.3x |
Thu, 07 Dec 2023 | R985.8b | R715.8b | R108.1b | 8.8x | 9.1x | 1.4x |
Sat, 04 Nov 2023 | R948.7b | R694.6b | R101.8b | 9.2x | 9.3x | 1.4x |
Mon, 02 Oct 2023 | R814.9b | R698.9b | R104.5b | 9.9x | 7.8x | 1.2x |
Wed, 30 Aug 2023 | R958.5b | R688.3b | R103.1b | 9.2x | 9.3x | 1.4x |
Fri, 28 Jul 2023 | R971.2b | R656.6b | R99.6b | 9.5x | 9.7x | 1.5x |
Sun, 25 Jun 2023 | R917.5b | R695.5b | R73.5b | 9.8x | 12.5x | 1.3x |
Tue, 23 May 2023 | R976.6b | R688.1b | R75.3b | 9.7x | 13x | 1.4x |
Thu, 20 Apr 2023 | R1.0t | R678.5b | R72.9b | 10.1x | 13.8x | 1.5x |
Sat, 18 Mar 2023 | R934.7b | R675.5b | R73.3b | 9.9x | 12.8x | 1.4x |
Mon, 13 Feb 2023 | R1.1t | R652.0b | R71.7b | 10.6x | 15x | 1.6x |
Wed, 11 Jan 2023 | R935.5b | R645.6b | R69.8b | 11.3x | 13.4x | 1.4x |
Fri, 09 Dec 2022 | R828.5b | R646.5b | R70.1b | 10.9x | 11.8x | 1.3x |
Sun, 06 Nov 2022 | R803.1b | R633.4b | R251.0b | 9.1x | 3.2x | 1.3x |
Tue, 04 Oct 2022 | R831.2b | R632.8b | R249.3b | 9.4x | 3.3x | 1.3x |
Thu, 01 Sep 2022 | R878.4b | R619.4b | R237.4b | 9x | 3.7x | 1.4x |
Sat, 30 Jul 2022 | R852.2b | R607.8b | R231.5b | 9.2x | 3.7x | 1.4x |
Mon, 27 Jun 2022 | R1.1t | R587.2b | R252.6b | 9.9x | 4.4x | 1.9x |
Wed, 25 May 2022 | R928.7b | R576.1b | R245.7b | 8.9x | 3.8x | 1.6x |
Fri, 22 Apr 2022 | R955.3b | R573.2b | R241.2b | 8.7x | 4x | 1.7x |
Sun, 20 Mar 2022 | R1.1t | R567.1b | R236.1b | 10.9x | 4.6x | 1.9x |
Tue, 15 Feb 2022 | R1.3t | R564.8b | R236.4b | 11.7x | 5.4x | 2.2x |
Thu, 13 Jan 2022 | R1.4t | R566.4b | R239.4b | 11.9x | 6x | 2.5x |
Sat, 11 Dec 2021 | R1.4t | R568.5b | R247.4b | 11.3x | 5.5x | 2.4x |
Mon, 08 Nov 2021 | R1.4t | R524.2b | R92.7b | 12x | 15.3x | 2.7x |
Wed, 06 Oct 2021 | R1.4t | R520.8b | R90.5b | 12.8x | 15.5x | 2.7x |
Fri, 03 Sep 2021 | R1.4t | R514.7b | R86.3b | 12x | 16.6x | 2.8x |
Sun, 01 Aug 2021 | R1.5t | R514.7b | R86.3b | 12.9x | 17.8x | 3x |
Wed, 05 May 2021 | R1.7t | R503.3b | R82.3b | 14x | 20.6x | 3.4x |
20.6x
Which industries have driven the changes within the South African Consumer Discretionary sector?
ZA Market | -3.90% | |
Consumer Discretionary | -3.49% | |
Auto | 0% | |
Leisure | 0% | |
Luxury | 0% | |
Online Retail and Ecommerce | 0% | |
Consumer Services | -0.28% | |
Consumer Durables | -0.66% | |
General Merchandise and Department Stores | -2.43% | |
Hospitality | -3.13% | |
Specialty Stores | -4.14% | |
Auto Components | -7.26% | |
Retail Distributors | -75.51% |
Which companies have driven the market over the last 7 days?
Company | Last Price | 7D | 1Y | Valuation | |
---|---|---|---|---|---|
HIL HomeChoice International | R25.00 | 11.2% +R261.8m | 25.0% | PE7.8x | |
SSU Southern Sun | R5.14 | 1.8% +R124.6m | 16.8% | PE10.6x | |
CSB Cashbuild | R144.80 | 1.9% +R58.5m | -15.3% | PS0.3x | |
GPL Grand Parade Investments | R3.47 | 2.1% +R30.2m | 26.2% | PE50.6x | |
NWL Nu-World Holdings | R27.01 | 0.04% +R213.9k | 25.7% | PE8.4x |