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South African (JSE) Hospitality Industry Analysis

UpdatedSep 24, 2023
DataAggregated Company Financials
Companies8
  • 7D2.7%
  • 3M6.2%
  • 1Y16.5%
  • YTD7.6%

In the last week, the Hospitality industry is up 2.7%, with Sun International up 6.8%. This takes the industry's 12 month performance to a gain of 17%.

Industry Valuation and Performance

Has the South African Hospitality Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 24 Sep 2023R43.1bR40.8bR4.1b11.2x10.5x1.1x
Tue, 22 Aug 2023R40.6bR39.7bR3.9b11.5x10.3x1x
Thu, 20 Jul 2023R39.1bR39.5bR3.9b10.4x9.9x1x
Sat, 17 Jun 2023R41.6bR39.5bR3.9b10.8x10.6x1.1x
Mon, 15 May 2023R40.0bR37.7bR3.5b12.8x11.5x1.1x
Wed, 12 Apr 2023R43.0bR37.7bR3.5b12.4x12.3x1.1x
Fri, 10 Mar 2023R39.7bR35.7bR3.5b12.7x11.4x1.1x
Sun, 05 Feb 2023R40.1bR34.9bR3.3b15x12.2x1.2x
Tue, 03 Jan 2023R40.2bR34.9bR3.3b15x12.2x1.2x
Thu, 01 Dec 2022R40.8bR33.3bR2.8b14.3x14.6x1.2x
Sat, 29 Oct 2022R37.8bR31.7bR2.5b13.9x15.4x1.2x
Mon, 26 Sep 2022R37.3bR32.7bR2.3b16x16.3x1.1x
Wed, 24 Aug 2022R36.2bR30.9bR1.6b16.6x22.3x1.2x
Fri, 22 Jul 2022R35.5bR29.5bR1.6b17.2x21.8x1.2x
Sun, 19 Jun 2022R34.9bR29.2bR2.5b10.8x13.7x1.2x
Tue, 17 May 2022R34.9bR27.2bR1.3b13.4x27x1.3x
Thu, 14 Apr 2022R35.8bR27.2bR1.3b13.7x27x1.3x
Sat, 12 Mar 2022R34.3bR27.0bR1.2b14.1x29x1.3x
Mon, 07 Feb 2022R37.3bR26.7bR625.9m17.2x59.6x1.4x
Wed, 05 Jan 2022R38.6bR24.4b-R257,728,428.0036x-149.6x1.6x
Fri, 03 Dec 2021R34.1bR24.4b-R255,097,292.0031.4x-133.8x1.4x
Sun, 31 Oct 2021R40.2bR23.7b-R270,159,147.0037x-148.8x1.7x
Tue, 28 Sep 2021R31.3bR22.3b-R1,865,106,127.0034.4x-16.8x1.4x
Thu, 26 Aug 2021R30.6bR22.2b-R2,253,889,993.44257.2x-13.6x1.4x
Fri, 02 Jul 2021R28.0bR22.2b-R2,253,889,993.44214x-12.4x1.3x
Mon, 05 Apr 2021R24.5bR21.4b-R2,639,389,993.44323.8x-9.3x1.1x
Thu, 07 Jan 2021R19.8bR22.2b-R4,460,736,493.44n/a-4.4x0.9x
Wed, 30 Sep 2020R14.3bR21.2b-R3,780,359,389.9732.5x-3.8x0.7x
Price to Earnings Ratio

-3.8x


Total Market Cap: R14.3bTotal Earnings: -R3,780,359,389.97Total Revenue: R21.2bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Hospitality Industry Price to Earnings3Y Average -1.4x202120222023
Current Industry PE
  • Investors are pessimistic on the South African Hospitality 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 10.5x which is higher than its 3-year average PE of -1.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • Total earnings for the Hospitality industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 24% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the South African Consumer Discretionary industry?

ZA Market-0.61%
Consumer Discretionary-0.88%
Hospitality2.69%
Casinos and Gaming4.64%
Hotels, Resorts and Cruise Lines1.06%
Leisure Facilities0%
Restaurants-0.19%
Industry PE
  • Investors are most optimistic about the Restaurants industry which is trading above its 3-year average PE ratio.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Casinos and Gaming industry, which is trading below its 3-year average of 18.9x.
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?

CompanyLast Price7D1YValuation
SUI Sun InternationalR42.186.8%
+R658.4m
34.3%PE14x
TSG Tsogo SunR12.653.0%
+R386.4m
2.0%PE7.6x
SSU Southern SunR4.851.0%
+R71.5m
34.3%PE9.4x
CLH City Lodge HotelsR4.551.1%
+R30.2m
16.7%PE16.8x
SUR SpurR27.921.2%
+R26.8m
19.3%PE10.7x
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CLH

R4.55

City Lodge Hotels

7D

1.1%

1Y

16.7%

SSU

R4.85

Southern Sun

7D

1.0%

1Y

34.3%

GPL

R3.05

Grand Parade Investments

7D

1.7%

1Y

2.3%

SUI

R42.18

Sun International

7D

6.8%

1Y

34.3%

FBR

R61.70

Famous Brands

7D

-1.1%

1Y

10.7%

TSG

R12.65

Tsogo Sun

7D

3.0%

1Y

2.0%