Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Pepkor Holdings gained 12%. The past year has been better, since the industry has gained 12% in that time. As for the next few years, earnings are forecast to decline by 5.4% 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 |
---|---|---|---|---|---|---|
Sat, 23 Sep 2023 | R830.7b | R697.6b | R103.7b | 9.4x | 8x | 1.2x |
Mon, 21 Aug 2023 | R953.5b | R690.5b | R105.0b | 8.8x | 9.1x | 1.4x |
Wed, 19 Jul 2023 | R969.0b | R659.0b | R101.0b | 9.4x | 9.6x | 1.5x |
Fri, 16 Jun 2023 | R965.2b | R687.4b | R72.8b | 10x | 13.3x | 1.4x |
Sun, 14 May 2023 | R950.5b | R688.8b | R75.4b | 9.8x | 12.6x | 1.4x |
Tue, 11 Apr 2023 | R994.5b | R678.9b | R73.0b | 10.1x | 13.6x | 1.5x |
Thu, 09 Mar 2023 | R1.0t | R673.9b | R73.6b | 11.1x | 13.7x | 1.5x |
Sat, 04 Feb 2023 | R1.1t | R648.5b | R70.8b | 10.9x | 15.3x | 1.7x |
Mon, 02 Jan 2023 | R828.2b | R645.1b | R69.7b | 11.3x | 11.9x | 1.3x |
Wed, 30 Nov 2022 | R809.6b | R643.6b | R69.3b | 10x | 11.7x | 1.3x |
Fri, 28 Oct 2022 | R747.4b | R632.8b | R250.0b | 9.1x | 3x | 1.2x |
Sun, 25 Sep 2022 | R834.0b | R633.6b | R250.5b | 10x | 3.3x | 1.3x |
Tue, 23 Aug 2022 | R882.3b | R612.7b | R236.7b | 9.1x | 3.7x | 1.4x |
Thu, 21 Jul 2022 | R914.5b | R611.8b | R237.6b | 9.3x | 3.8x | 1.5x |
Sat, 18 Jun 2022 | R1.1t | R586.3b | R255.7b | 8.9x | 4.1x | 1.8x |
Mon, 16 May 2022 | R993.5b | R579.3b | R252.3b | 8.6x | 3.9x | 1.7x |
Wed, 13 Apr 2022 | R1.0t | R566.9b | R228.5b | 8.9x | 4.4x | 1.8x |
Fri, 11 Mar 2022 | R1.1t | R566.6b | R237.4b | 10.5x | 4.4x | 1.9x |
Sun, 06 Feb 2022 | R1.3t | R567.5b | R241.8b | 11.6x | 5.5x | 2.4x |
Tue, 04 Jan 2022 | R1.4t | R567.9b | R246.2b | 11.9x | 5.5x | 2.4x |
Thu, 02 Dec 2021 | R1.3t | R567.6b | R245.6b | 11.7x | 5.5x | 2.4x |
Sat, 30 Oct 2021 | R1.4t | R525.3b | R93.6b | 11.8x | 15.5x | 2.8x |
Mon, 27 Sep 2021 | R1.4t | R520.4b | R90.3b | 12.7x | 15.5x | 2.7x |
Wed, 25 Aug 2021 | R1.4t | R514.7b | R86.3b | 12.8x | 16.2x | 2.7x |
Thu, 01 Jul 2021 | R1.6t | R514.7b | R86.3b | 12.1x | 18.6x | 3.1x |
Sun, 04 Apr 2021 | R1.8t | R502.6b | R82.2b | 13.8x | 21.9x | 3.6x |
Wed, 06 Jan 2021 | R1.6t | R480.6b | R60.0b | 14.7x | 25.9x | 3.2x |
Sat, 10 Oct 2020 | R1.5t | R474.7b | R50.8b | 14.5x | 29.2x | 3.1x |
29.2x
Which industries have driven the changes within the South African Consumer Discretionary sector?
ZA Market | -0.61% | |
Consumer Discretionary | -0.88% | |
Specialty Stores | 5.67% | |
Hospitality | 2.69% | |
Retail Distributors | 2.35% | |
Consumer Services | 1.10% | |
Auto | 0% | |
Leisure | 0% | |
Luxury | 0% | |
Online Retail and Ecommerce | 0% | |
Consumer Durables | -0.57% | |
Auto Components | -2.57% | |
General Merchandise and Department Stores | -3.51% |
Which companies have driven the market over the last 7 days?
Company | Last Price | 7D | 1Y | Valuation | |
---|---|---|---|---|---|
PPH Pepkor Holdings | R17.25 | 12.1% +R6.8b | -17.4% | PE11x | |
TFG Foschini Group | R97.98 | 6.9% +R2.0b | -19.4% | PE10.4x | |
MRP Mr Price Group | R135.06 | 5.5% +R1.8b | -25.7% | PE11.2x | |
SUI Sun International | R42.18 | 6.8% +R658.4m | 34.3% | PE14x | |
TRU Truworths International | R74.82 | 1.8% +R487.5m | 43.5% | PE8.4x |