Header cover image

South African (JSE) Hospitality Industry Analysis

UpdatedMay 21, 2025
DataAggregated Company Financials
Companies7
  • 7D0.1%
  • 3M-1.9%
  • 1Y5.9%
  • YTD-11.1%

Last week, the Hospitality industry hasn't moved much but Southern Sun is up 3.4% in that time. The past year has been better, since the industry has gained 5.0% in that time. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 21 May 2025R40.7bR43.9bR4.5b10.8x9x0.9x
Fri, 18 Apr 2025R38.1bR43.7bR4.4b10.8x8.6x0.9x
Sun, 16 Mar 2025R41.5bR43.6bR4.3b11.2x9.6x1x
Tue, 11 Feb 2025R42.9bR43.3bR4.3b12x10x1x
Thu, 09 Jan 2025R45.6bR43.3bR4.3b12.2x10.7x1.1x
Sat, 07 Dec 2024R48.3bR43.3bR4.3b12.9x11.3x1.1x
Mon, 04 Nov 2024R48.4bR43.4bR4.4b12.9x11.1x1.1x
Wed, 02 Oct 2024R47.5bR43.3bR4.3b12.5x10.9x1.1x
Fri, 30 Aug 2024R44.7bR43.0bR4.3b12.3x10.4x1x
Sun, 28 Jul 2024R40.7bR42.8bR4.3b12x9.4x1x
Tue, 25 Jun 2024R40.1bR42.8bR4.3b11.4x9.3x0.9x
Thu, 23 May 2024R41.0bR42.6bR4.6b11.6x9x1x
Sat, 20 Apr 2024R39.2bR42.4bR4.6b10.4x8.6x0.9x
Mon, 18 Mar 2024R39.7bR42.2bR4.3b11.6x9.3x0.9x
Wed, 14 Feb 2024R41.7bR41.8bR4.2b12x9.8x1x
Fri, 12 Jan 2024R42.2bR42.2bR4.2b12.6x10x1x
Sun, 10 Dec 2023R42.2bR42.2bR4.2b12.2x10x1x
Tue, 07 Nov 2023R41.5bR41.1bR4.1b12.7x10.2x1x
Thu, 05 Oct 2023R42.7bR40.8bR4.1b12.5x10.4x1x
Sat, 02 Sep 2023R41.0bR40.0bR4.0b11.2x10.4x1x
Mon, 31 Jul 2023R40.5bR39.5bR3.9b10.7x10.3x1x
Wed, 28 Jun 2023R40.1bR39.5bR3.9b10.8x10.2x1x
Fri, 26 May 2023R41.6bR37.7bR3.5b13.3x11.9x1.1x
Sun, 23 Apr 2023R42.1bR37.7bR3.5b12.6x12x1.1x
Tue, 21 Mar 2023R40.8bR37.7bR3.5b12.2x11.7x1.1x
Thu, 16 Feb 2023R40.5bR34.9bR3.3b15.1x12.3x1.2x
Sat, 14 Jan 2023R40.0bR34.9bR3.3b15x12.2x1.1x
Mon, 12 Dec 2022R40.5bR34.9bR3.3b15.2x12.3x1.2x
Wed, 09 Nov 2022R39.4bR31.7bR2.5b14.3x16.1x1.2x
Fri, 07 Oct 2022R36.9bR31.1bR2.3b14.3x16.1x1.2x
Sun, 04 Sep 2022R37.5bR32.3bR1.9b14.5x19.5x1.2x
Tue, 02 Aug 2022R35.4bR29.5bR1.6b17.5x21.7x1.2x
Thu, 30 Jun 2022R34.9bR30.0bR1.3b16.5x25.9x1.2x
Sat, 28 May 2022R38.0bR27.2bR1.3b14.6x29.2x1.4x
Price to Earnings Ratio

29.2x


Total Market Cap: R38.0bTotal Earnings: R1.3bTotal Revenue: R27.2bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Hospitality Industry Price to Earnings3Y Average 11.9x202320242025
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 9.0x which is lower than its 3-year average PE of 11.9x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.92x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 51% per year over the last three years.
  • Revenues for these companies have grown 17% 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 Market0.26%
Consumer Discretionary-2.28%
Hospitality0.13%
Hotels, Resorts and Cruise Lines3.09%
Restaurants-0.34%
Casinos and Gaming-1.82%
Industry PE
  • Investors are most optimistic about the Hotels, Resorts and Cruise Lines industry which is trading above its 3-year average PE ratio of 1.2x.
    • Analysts are expecting annual earnings growth of 19.1%, which is lower than the prior year's growth of 27.6% per year.
  • Investors are most pessimistic about the Casinos and Gaming industry, which is trading below its 3-year average of 9.1x.
Forecasted Growth
  • Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 19% over the next 5 years.
  • However this is lower than its past earnings growth rate of 28% per year.
  • In contrast, the Casinos and Gaming industry is expected to see its earnings grow by 10% 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
SSU Southern SunR8.803.4%
+R388.9m
63.6%PE12.6x
FBR Famous BrandsR58.700.7%
+R39.1m
14.9%PE10.7x
CLH City Lodge HotelsR4.101.5%
+R33.8m
-1.0%PE11.4x
SUR SpurR33.100.3%
+R8.9m
8.7%PE10.8x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

FBR

R58.70

Famous Brands

7D

0.7%

1Y

14.9%

TSG

R8.05

Tsogo Sun

7D

-1.2%

1Y

-30.9%

SUI

R39.80

Sun International

7D

-2.3%

1Y

10.2%

GPL

R2.55

Grand Parade Investments

7D

-6.9%

1Y

-25.0%

SUR

R33.10

Spur

7D

0.3%

1Y

8.7%

SSU

R8.80

Southern Sun

7D

3.4%

1Y

63.6%

CLH

R4.10

City Lodge Hotels

7D

1.5%

1Y

-1.0%