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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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 21 May 2025 | R40.7b | R43.9b | R4.5b | 10.8x | 9x | 0.9x |
| Fri, 18 Apr 2025 | R38.1b | R43.7b | R4.4b | 10.8x | 8.6x | 0.9x |
| Sun, 16 Mar 2025 | R41.5b | R43.6b | R4.3b | 11.2x | 9.6x | 1x |
| Tue, 11 Feb 2025 | R42.9b | R43.3b | R4.3b | 12x | 10x | 1x |
| Thu, 09 Jan 2025 | R45.6b | R43.3b | R4.3b | 12.2x | 10.7x | 1.1x |
| Sat, 07 Dec 2024 | R48.3b | R43.3b | R4.3b | 12.9x | 11.3x | 1.1x |
| Mon, 04 Nov 2024 | R48.4b | R43.4b | R4.4b | 12.9x | 11.1x | 1.1x |
| Wed, 02 Oct 2024 | R47.5b | R43.3b | R4.3b | 12.5x | 10.9x | 1.1x |
| Fri, 30 Aug 2024 | R44.7b | R43.0b | R4.3b | 12.3x | 10.4x | 1x |
| Sun, 28 Jul 2024 | R40.7b | R42.8b | R4.3b | 12x | 9.4x | 1x |
| Tue, 25 Jun 2024 | R40.1b | R42.8b | R4.3b | 11.4x | 9.3x | 0.9x |
| Thu, 23 May 2024 | R41.0b | R42.6b | R4.6b | 11.6x | 9x | 1x |
| Sat, 20 Apr 2024 | R39.2b | R42.4b | R4.6b | 10.4x | 8.6x | 0.9x |
| Mon, 18 Mar 2024 | R39.7b | R42.2b | R4.3b | 11.6x | 9.3x | 0.9x |
| Wed, 14 Feb 2024 | R41.7b | R41.8b | R4.2b | 12x | 9.8x | 1x |
| Fri, 12 Jan 2024 | R42.2b | R42.2b | R4.2b | 12.6x | 10x | 1x |
| Sun, 10 Dec 2023 | R42.2b | R42.2b | R4.2b | 12.2x | 10x | 1x |
| Tue, 07 Nov 2023 | R41.5b | R41.1b | R4.1b | 12.7x | 10.2x | 1x |
| Thu, 05 Oct 2023 | R42.7b | R40.8b | R4.1b | 12.5x | 10.4x | 1x |
| Sat, 02 Sep 2023 | R41.0b | R40.0b | R4.0b | 11.2x | 10.4x | 1x |
| Mon, 31 Jul 2023 | R40.5b | R39.5b | R3.9b | 10.7x | 10.3x | 1x |
| Wed, 28 Jun 2023 | R40.1b | R39.5b | R3.9b | 10.8x | 10.2x | 1x |
| Fri, 26 May 2023 | R41.6b | R37.7b | R3.5b | 13.3x | 11.9x | 1.1x |
| Sun, 23 Apr 2023 | R42.1b | R37.7b | R3.5b | 12.6x | 12x | 1.1x |
| Tue, 21 Mar 2023 | R40.8b | R37.7b | R3.5b | 12.2x | 11.7x | 1.1x |
| Thu, 16 Feb 2023 | R40.5b | R34.9b | R3.3b | 15.1x | 12.3x | 1.2x |
| Sat, 14 Jan 2023 | R40.0b | R34.9b | R3.3b | 15x | 12.2x | 1.1x |
| Mon, 12 Dec 2022 | R40.5b | R34.9b | R3.3b | 15.2x | 12.3x | 1.2x |
| Wed, 09 Nov 2022 | R39.4b | R31.7b | R2.5b | 14.3x | 16.1x | 1.2x |
| Fri, 07 Oct 2022 | R36.9b | R31.1b | R2.3b | 14.3x | 16.1x | 1.2x |
| Sun, 04 Sep 2022 | R37.5b | R32.3b | R1.9b | 14.5x | 19.5x | 1.2x |
| Tue, 02 Aug 2022 | R35.4b | R29.5b | R1.6b | 17.5x | 21.7x | 1.2x |
| Thu, 30 Jun 2022 | R34.9b | R30.0b | R1.3b | 16.5x | 25.9x | 1.2x |
| Sat, 28 May 2022 | R38.0b | R27.2b | R1.3b | 14.6x | 29.2x | 1.4x |
Price to Earnings Ratio
29.2x
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 Market | 0.26% | |
| Consumer Discretionary | -2.28% | |
| Hospitality | 0.13% | |
| Hotels, Resorts and Cruise Lines | 3.09% | |
| 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SSU Southern Sun | R8.80 | 3.4% +R388.9m | 63.6% | PE12.6x | |
| FBR Famous Brands | R58.70 | 0.7% +R39.1m | 14.9% | PE10.7x | |
| CLH City Lodge Hotels | R4.10 | 1.5% +R33.8m | -1.0% | PE11.4x | |
| SUR Spur | R33.10 | 0.3% +R8.9m | 8.7% | PE10.8x |