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South African (JSE) Consumer Discretionary Sector Analysis

UpdatedDec 21, 2024
DataAggregated Company Financials
Companies30
  • 7D-3.3%
  • 3M12.9%
  • 1Y45.5%
  • YTD37.2%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.3%, driven by Naspers declining 5.0%. This takes the industry's 12 month performance to a gain of 45%. Earnings are forecast to grow by 19% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Dec 2024R1.2tR728.3bR90.2b13.3x13.2x1.6x
Mon, 18 Nov 2024R1.1tR722.7bR80.1b12.9x14.1x1.6x
Wed, 16 Oct 2024R1.2tR697.9bR77.8b12.7x14.9x1.7x
Fri, 13 Sep 2024R1.0tR698.6bR77.8b11x13.2x1.5x
Sun, 11 Aug 2024R1.0tR696.7bR82.2b9.6x12.4x1.5x
Tue, 09 Jul 2024R1.0tR695.4bR81.5b9.6x12.4x1.5x
Thu, 06 Jun 2024R1.0tR709.1bR107.3b8.4x9.5x1.4x
Sat, 04 May 2024R1.0tR702.2bR106.0b8.6x9.6x1.4x
Mon, 01 Apr 2024R948.5bR726.2bR106.7b8.6x8.9x1.3x
Wed, 28 Feb 2024R944.3bR714.3bR108.2b9x8.7x1.3x
Fri, 26 Jan 2024R945.6bR713.3bR107.4b9x8.8x1.3x
Sun, 24 Dec 2023R864.1bR710.8bR105.8b8.5x8.2x1.2x
Tue, 21 Nov 2023R985.4bR698.3bR102.0b9.1x9.7x1.4x
Thu, 19 Oct 2023R893.3bR700.3bR104.9b10.2x8.5x1.3x
Sat, 16 Sep 2023R946.3bR697.3bR104.4b8.9x9.1x1.4x
Mon, 14 Aug 2023R986.3bR690.5bR105.0b8.9x9.4x1.4x
Wed, 12 Jul 2023R949.7bR663.8bR103.7b8.8x9.2x1.4x
Fri, 09 Jun 2023R933.2bR688.5bR74.5b9.7x12.5x1.4x
Sun, 07 May 2023R971.6bR681.0bR73.4b9.9x13.2x1.4x
Tue, 04 Apr 2023R1.0tR675.3bR72.2b9.9x13.9x1.5x
Thu, 02 Mar 2023R1.1tR669.8bR72.7b10.7x14.6x1.6x
Sat, 28 Jan 2023R1.1tR646.1bR70.1b11.1x15.8x1.7x
Mon, 26 Dec 2022R828.2bR644.9bR69.7b11x11.9x1.3x
Wed, 23 Nov 2022R823.1bR632.9bR243.3b9.6x3.4x1.3x
Fri, 21 Oct 2022R789.7bR634.7bR253.7b9x3.1x1.2x
Sun, 18 Sep 2022R865.3bR631.1bR246.6b10.1x3.5x1.4x
Tue, 16 Aug 2022R895.9bR606.1bR229.1b9.3x3.9x1.5x
Thu, 14 Jul 2022R875.0bR610.2bR235.2b9x3.7x1.4x
Sat, 11 Jun 2022R1.0tR579.3bR249.0b9.2x4.2x1.8x
Mon, 09 May 2022R927.6bR577.7bR248.9b8.3x3.7x1.6x
Wed, 06 Apr 2022R1.1tR568.3bR231.7b9.3x4.6x1.9x
Fri, 04 Mar 2022R1.1tR568.6bR239.9b10.1x4.6x1.9x
Sun, 30 Jan 2022R1.3tR568.5bR243.7b11.3x5.3x2.3x
Tue, 28 Dec 2021R1.3tR565.3bR241.0b11.4x5.5x2.3x
Price to Earnings Ratio

5.5x


Total Market Cap: R1.3tTotal Earnings: R241.0bTotal Revenue: R565.3bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Discretionary Sector Price to Earnings3Y Average 9.1x202220232024
Current Industry PE
  • Investors are optimistic on the South African Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 13.2x which is higher than its 3-year average PE of 9.1x.
  • The industry is trading close to its 3-year average PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 28% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.8% 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 South African Consumer Discretionary sector?

ZA Market-2.74%
Consumer Discretionary-3.27%
Consumer Durables2.63%
Consumer Services0.32%
Auto0%
Leisure0%
Luxury0%
Retail Distributors0%
Online Retail and Ecommerce0%
Specialty Stores-0.41%
Hospitality-0.84%
Auto Components-2.39%
General Merchandise and Department Stores-4.89%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 19.4x.
    • Analysts are expecting annual earnings growth of 12.2%, which is lower than the prior year's growth of 14.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 74% over the next 5 years.
  • In contrast, the Consumer Services industry is expected to see its earnings grow by 12% 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
PPH Pepkor HoldingsR29.782.2%
+R2.4b		54.6%PE47x
MRP Mr Price GroupR297.740.6%
+R448.9m		95.3%PE22.8x
SSU Southern SunR9.283.3%
+R402.3m		80.2%PE13.3x
CSB CashbuildR226.987.8%
+R343.7m		33.8%PE56.4x
COH Curro HoldingsR13.192.2%
+R170.4m		10.8%PE106.2x
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NPN

R4,220.00

Naspers

7D

-5.0%

1Y

53.9%

WBC

R43.01

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-6.1%

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SUI

R42.95

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7D

-3.0%

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1.5%