Shareholders May Be Wary Of Increasing Balwin Properties Limited's (JSE:BWN) CEO Compensation Package
Aug 14
South African (JSE) Consumer Durables Industry Analysis
UpdatedAug 14, 2024
DataAggregated Company Financials
Companies2
- 7D-1.5%
- 3M-4.5%
- 1Y-14.9%
- YTD-9.8%
The Consumer Durables industry has stayed flat over the last week. Unfortunately though, the industry is down 14% over the past 12 months.
Industry Valuation and Performance
Has the South African Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 14 Aug 2024 | R1.5b | R4.2b | R284.5m | 6.3x | 5.1x | 0.3x |
| Fri, 12 Jul 2024 | R1.4b | R4.2b | R284.5m | 6.4x | 5.1x | 0.3x |
| Sun, 09 Jun 2024 | R1.5b | R4.2b | R284.5m | 6.6x | 5.3x | 0.4x |
| Tue, 07 May 2024 | R1.4b | R4.8b | R509.3m | 5.4x | 2.8x | 0.3x |
| Thu, 04 Apr 2024 | R1.4b | R4.8b | R511.1m | 5.4x | 2.8x | 0.3x |
| Sat, 02 Mar 2024 | R1.6b | R4.8b | R511.1m | 5.1x | 3x | 0.3x |
| Mon, 29 Jan 2024 | R1.7b | R4.8b | R511.1m | 5.4x | 3.2x | 0.3x |
| Wed, 27 Dec 2023 | R1.6b | R4.8b | R511.1m | 5.4x | 3.1x | 0.3x |
| Fri, 24 Nov 2023 | R1.6b | R4.8b | R511.1m | 5.3x | 3.2x | 0.3x |
| Sun, 22 Oct 2023 | R1.6b | R5.3b | R486.6m | 6.4x | 3.2x | 0.3x |
| Tue, 19 Sep 2023 | R1.6b | R5.3b | R486.6m | 6.7x | 3.4x | 0.3x |
| Thu, 17 Aug 2023 | R1.7b | R5.3b | R486.6m | 6.7x | 3.5x | 0.3x |
| Sat, 15 Jul 2023 | R1.7b | R5.3b | R486.6m | 6.6x | 3.6x | 0.3x |
| Mon, 12 Jun 2023 | R1.8b | R5.3b | R486.6m | 7x | 3.8x | 0.3x |
| Wed, 10 May 2023 | R1.9b | R5.4b | R468.5m | 6.6x | 4x | 0.3x |
| Fri, 07 Apr 2023 | R2.0b | R5.5b | R502.9m | 5x | 4x | 0.4x |
| Sun, 05 Mar 2023 | R2.0b | R5.5b | R502.9m | 4.9x | 4x | 0.4x |
| Tue, 31 Jan 2023 | R2.1b | R5.5b | R502.9m | 5.1x | 4.1x | 0.4x |
| Thu, 29 Dec 2022 | R1.9b | R5.5b | R502.9m | 4.8x | 3.9x | 0.3x |
| Sat, 26 Nov 2022 | R2.1b | R5.5b | R502.9m | 5.3x | 4.1x | 0.4x |
| Mon, 24 Oct 2022 | R1.8b | R5.3b | R487.6m | 3.8x | 3.6x | 0.3x |
| Wed, 21 Sep 2022 | R1.8b | R5.3b | R487.6m | 4x | 3.8x | 0.3x |
| Fri, 19 Aug 2022 | R1.8b | R5.5b | R503.5m | 3.8x | 3.6x | 0.3x |
| Sun, 17 Jul 2022 | R1.8b | R5.5b | R503.5m | 3.7x | 3.5x | 0.3x |
| Tue, 14 Jun 2022 | R2.0b | R5.5b | R503.5m | 4.1x | 3.9x | 0.4x |
| Thu, 12 May 2022 | R2.0b | R5.4b | R513.0m | 4.1x | 3.9x | 0.4x |
| Sat, 09 Apr 2022 | R2.3b | R5.4b | R513.0m | 4.7x | 4.6x | 0.4x |
| Mon, 07 Mar 2022 | R751.5m | R2.4b | R141.0m | 5.3x | 5.3x | 0.3x |
| Wed, 02 Feb 2022 | R666.3m | R2.4b | R141.0m | 4.7x | 4.7x | 0.3x |
| Fri, 31 Dec 2021 | R671.2m | R2.4b | R141.0m | 4.8x | 4.8x | 0.3x |
| Sun, 28 Nov 2021 | R707.4m | R2.4b | R141.0m | 5x | 5x | 0.3x |
| Tue, 26 Oct 2021 | R677.5m | R2.5b | R140.4m | 4.8x | 4.8x | 0.3x |
| Thu, 23 Sep 2021 | R610.8m | R2.5b | R140.4m | 4.3x | 4.3x | 0.2x |
| Sat, 21 Aug 2021 | R597.0m | R2.5b | R140.4m | 4.3x | 4.3x | 0.2x |
Price to Earnings Ratio
4.3x
Current Industry PE
- There are only 2 companies in the South African Consumer Durables industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 27% per year over the last three years.
- Revenues for these companies have grown 19% 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 industry?
| ZA Market | 1.63% | |
| Consumer Discretionary | 5.73% | |
| Consumer Durables | -1.51% | |
| Household Appliances | 0.18% | |
| Consumer Electronics | 0% | |
| Home Furnishings | 0% | |
| Housewares and Specialties | 0% | |
| Homebuilding | -2.63% | |
Industry PE
- Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 6.9x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Homebuilding industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 3.1x.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BWN Balwin Properties | R1.95 | 1.6% +R14.0m | -20.4% | PE4.2x | |
| NWL Nu-World Holdings | R27.56 | 0.2% +R1.1m | 9.1% | PE8.6x |
