Investing IdeasBrowse All StocksMarkets

Have your own idea? Try our Stock Screener

Header cover image

South African (JSE) Hospitality Industry Analysis

UpdatedApr 14, 2025
DataAggregated Company Financials
Companies7
  • 7D1.6%
  • 3M-11.7%
  • 1Y0.4%
  • YTD-17.2%

The Hospitality is pretty flat in the last 7 days, but Southern Sun has stood out, gaining 3.4%. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Apr 2025R37.7bR43.7bR4.4b10.6x8.5x0.9x
Wed, 12 Mar 2025R42.0bR43.6bR4.3b11.2x9.7x1x
Fri, 07 Feb 2025R43.4bR43.3bR4.3b12.2x10.1x1x
Sun, 05 Jan 2025R46.6bR43.3bR4.3b12.6x10.9x1.1x
Tue, 03 Dec 2024R47.3bR43.3bR4.3b12.4x11x1.1x
Thu, 31 Oct 2024R48.8bR43.4bR4.4b12.9x11.2x1.1x
Sat, 28 Sep 2024R48.7bR43.3bR4.3b12.5x11.2x1.1x
Mon, 26 Aug 2024R43.8bR43.0bR4.3b12.2x10.2x1x
Wed, 24 Jul 2024R40.8bR42.8bR4.3b11.4x9.5x1x
Fri, 21 Jun 2024R40.8bR42.8bR4.3b11.6x9.5x1x
Sun, 19 May 2024R40.5bR42.4bR4.6b11.4x8.9x1x
Tue, 16 Apr 2024R39.3bR42.4bR4.6b10.8x8.6x0.9x
Thu, 14 Mar 2024R40.2bR42.2bR4.3b11.6x9.4x1x
Sat, 10 Feb 2024R42.2bR41.8bR4.2b12.2x9.9x1x
Mon, 08 Jan 2024R42.5bR42.2bR4.2b12.5x10.1x1x
Wed, 06 Dec 2023R42.8bR42.2bR4.2b12.5x10.1x1x
Fri, 03 Nov 2023R41.0bR41.1bR4.1b12.4x10.1x1x
Sun, 01 Oct 2023R43.1bR40.8bR4.1b12.4x10.4x1.1x
Tue, 29 Aug 2023R41.2bR40.0bR4.0b11x10.4x1x
Thu, 27 Jul 2023R40.1bR39.5bR3.9b10.6x10.2x1x
Sat, 24 Jun 2023R40.7bR39.5bR3.9b10.8x10.3x1x
Mon, 22 May 2023R40.8bR37.7bR3.5b13x11.7x1.1x
Wed, 19 Apr 2023R42.1bR37.7bR3.5b12.6x12x1.1x
Fri, 17 Mar 2023R39.9bR37.7bR3.5b12.2x11.4x1.1x
Sun, 12 Feb 2023R39.9bR34.9bR3.3b15x12.1x1.1x
Tue, 10 Jan 2023R40.6bR34.9bR3.3b15.4x12.3x1.2x
Thu, 08 Dec 2022R40.2bR34.9bR3.3b15x12.2x1.2x
Sat, 05 Nov 2022R37.9bR31.7bR2.5b14x15.4x1.2x
Mon, 03 Oct 2022R36.4bR32.7bR2.3b15x15.9x1.1x
Wed, 31 Aug 2022R37.6bR32.3bR1.9b14.7x19.5x1.2x
Fri, 29 Jul 2022R35.3bR29.5bR1.6b17x21.7x1.2x
Sun, 26 Jun 2022R34.9bR30.0bR1.3b16.7x25.9x1.2x
Tue, 24 May 2022R36.2bR27.2bR1.3b13.9x27.8x1.3x
Thu, 21 Apr 2022R36.2bR27.2bR1.3b14.1x27.5x1.3x
Price to Earnings Ratio

27.5x


Total Market Cap: R36.2bTotal Earnings: R1.3bTotal Revenue: R27.2bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Hospitality Industry Price to Earnings3Y Average 12.5x202320242025
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 8.5x which is lower than its 3-year average PE of 12.5x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.86x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 50% 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 Market4.52%
Consumer Discretionary-0.12%
Hospitality1.63%
Hotels, Resorts and Cruise Lines6.57%
Casinos and Gaming0.52%
Restaurants-2.55%
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 0.63x.
    • 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 9.4x.
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 SunR7.687.4%
+R710.7m		47.4%PE11x
TSG Tsogo SunR7.983.0%
+R239.0m		-26.1%PE6.1x
CLH City Lodge HotelsR3.802.7%
+R56.3m		-12.0%PE10.6x
SUR SpurR31.901.3%
+R32.4m		9.4%PE10.4x
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlans & PricingLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & EnterpriseWhat's New
Financial Services GuideTerms and ConditionsPrivacy Policy
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

SUR

R31.90

Spur

7D

1.3%

1Y

9.4%

SUI

R37.81

Sun International

7D

-1.6%

1Y

1.2%

Sun International's (JSE:SUI) Upcoming Dividend Will Be Larger Than Last Year's

Apr 09
Sun International's (JSE:SUI) Upcoming Dividend Will Be Larger Than Last Year's

SSU

R7.68

Southern Sun

7D

7.4%

1Y

47.4%

GPL

R2.80

Grand Parade Investments

7D

-3.4%

1Y

-19.3%

CLH

R3.80

City Lodge Hotels

7D

2.7%

1Y

-12.0%

TSG

R7.98

Tsogo Sun

7D

3.0%

1Y

-26.1%

FBR

R52.09

Famous Brands

7D

-4.1%

1Y

0.4%