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South African (JSE) Hospitality Industry Analysis
UpdatedDec 21, 2024
DataAggregated Company Financials
Companies7
- 7D-0.8%
- 3M-0.4%
- 1Y12.5%
- YTD13.9%
Over the last 7 days, the Hospitality industry has dropped 2.3%, driven by Tsogo Sun declining 4.7%. In the past year, the industry has gained 11%. As for the next few years, earnings are expected to grow by 16% per annum.
Industry Valuation and Performance
Has the South African Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 21 Dec 2024 | R47.6b | R43.3b | R4.3b | 13.3x | 11.1x | 1.1x |
| Mon, 18 Nov 2024 | R47.9b | R43.4b | R4.4b | 13.4x | 11x | 1.1x |
| Wed, 16 Oct 2024 | R48.4b | R43.3b | R4.3b | 13x | 11.1x | 1.1x |
| Fri, 13 Sep 2024 | R44.9b | R43.3b | R4.3b | 11.1x | 10.5x | 1x |
| Sun, 11 Aug 2024 | R41.8b | R42.8b | R4.3b | 12x | 9.7x | 1x |
| Tue, 09 Jul 2024 | R40.8b | R42.8b | R4.3b | 11.8x | 9.5x | 1x |
| Thu, 06 Jun 2024 | R38.6b | R42.8b | R4.3b | 10.3x | 9x | 0.9x |
| Sat, 04 May 2024 | R39.2b | R42.4b | R4.6b | 10.6x | 8.6x | 0.9x |
| Mon, 01 Apr 2024 | R38.8b | R42.4b | R4.6b | 10.6x | 8.5x | 0.9x |
| Wed, 28 Feb 2024 | R41.3b | R41.9b | R4.3b | 12.3x | 9.7x | 1x |
| Fri, 26 Jan 2024 | R41.9b | R42.2b | R4.2b | 12.3x | 9.9x | 1x |
| Sun, 24 Dec 2023 | R43.2b | R42.2b | R4.2b | 12.6x | 10.2x | 1x |
| Tue, 21 Nov 2023 | R41.8b | R41.1b | R4.1b | 12.7x | 10.3x | 1x |
| Thu, 19 Oct 2023 | R43.2b | R40.8b | R4.1b | 11.5x | 10.5x | 1.1x |
| Sat, 16 Sep 2023 | R42.3b | R40.8b | R3.9b | 11.8x | 10.7x | 1x |
| Mon, 14 Aug 2023 | R40.0b | R39.7b | R3.9b | 11.1x | 10.2x | 1x |
| Wed, 12 Jul 2023 | R39.4b | R39.5b | R3.9b | 10.5x | 10x | 1x |
| Fri, 09 Jun 2023 | R41.7b | R39.5b | R3.9b | 10.8x | 10.6x | 1.1x |
| Sun, 07 May 2023 | R42.6b | R37.7b | R3.5b | 13.1x | 12.2x | 1.1x |
| Tue, 04 Apr 2023 | R42.8b | R37.7b | R3.5b | 12.5x | 12.3x | 1.1x |
| Thu, 02 Mar 2023 | R40.6b | R35.7b | R3.5b | 13.6x | 11.6x | 1.1x |
| Sat, 28 Jan 2023 | R40.4b | R34.9b | R3.3b | 15.2x | 12.3x | 1.2x |
| Mon, 26 Dec 2022 | R40.5b | R34.9b | R3.3b | 15.1x | 12.3x | 1.2x |
| Wed, 23 Nov 2022 | R41.2b | R31.7b | R2.5b | 14.2x | 16.8x | 1.3x |
| Fri, 21 Oct 2022 | R36.7b | R31.1b | R2.3b | 14.1x | 16x | 1.2x |
| Sun, 18 Sep 2022 | R38.6b | R32.3b | R1.9b | 14.3x | 20x | 1.2x |
| Tue, 16 Aug 2022 | R35.5b | R29.4b | R1.6b | 17.1x | 21.8x | 1.2x |
| Thu, 14 Jul 2022 | R35.2b | R29.5b | R1.6b | 16.6x | 21.6x | 1.2x |
| Sat, 11 Jun 2022 | R36.3b | R29.2b | R2.5b | 11.2x | 14.3x | 1.2x |
| Mon, 09 May 2022 | R35.4b | R27.2b | R1.3b | 13.7x | 27.3x | 1.3x |
| Wed, 06 Apr 2022 | R37.5b | R27.2b | R1.3b | 14.3x | 28.3x | 1.4x |
| Fri, 04 Mar 2022 | R36.4b | R27.0b | R1.2b | 14.5x | 30.8x | 1.3x |
| Sun, 30 Jan 2022 | R36.3b | R26.7b | R623.5m | 16.4x | 58.1x | 1.4x |
| Tue, 28 Dec 2021 | R37.1b | R24.4b | -R249,344,468.00 | 33.9x | -148.8x | 1.5x |
Price to Earnings Ratio
-148.8x
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 11.0x which is lower than its 3-year average PE of 12.7x.
- The industry is trading close to its 3-year average PS ratio of 1.1x.
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 21% 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 | -2.74% | |
| Consumer Discretionary | -3.27% | |
| Hospitality | -0.84% | |
| Hotels, Resorts and Cruise Lines | 2.47% | |
| Restaurants | 0.65% | |
| Leisure Facilities | 0% | |
| Casinos and Gaming | -3.85% | |
Industry PE
- Investors are most optimistic about the Restaurants industry, which is trading close to its 3-year average PE ratio of 13.8x.
- 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 12.0x.
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 27% per year.
- In contrast, the Casinos and Gaming industry is expected to see its earnings grow by 15% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SSU Southern Sun | R9.28 | 3.3% +R402.3m | 80.2% | PE13.3x | |
| FBR Famous Brands | R69.70 | 1.2% +R83.2m | 19.5% | PE14.6x | |
| GPL Grand Parade Investments | R3.30 | 1.5% +R21.4m | 10.7% | PE17.9x |