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South African (JSE) Hospitality Industry Analysis

UpdatedJan 20, 2025
DataAggregated Company Financials
Companies7
  • 7D2.2%
  • 3M-7.2%
  • 1Y11.1%
  • YTD-4.5%

All of the companies in the Hospitality industry have been up over the last week, with the industry up 2.2%. This means that the industry has gained 11% over the past year. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jan 2025R45.0bR43.3bR4.3b12.8x10.5x1x
Thu, 19 Dec 2024R47.6bR43.3bR4.3b13x11.1x1.1x
Sat, 16 Nov 2024R47.9bR43.4bR4.4b13.4x11x1.1x
Mon, 14 Oct 2024R48.5bR43.3bR4.3b13.2x11.2x1.1x
Wed, 11 Sep 2024R44.9bR43.0bR4.3b11.6x10.4x1x
Fri, 09 Aug 2024R41.8bR42.8bR4.3b12x9.7x1x
Sun, 07 Jul 2024R41.1bR42.8bR4.3b11.8x9.5x1x
Tue, 04 Jun 2024R39.1bR42.8bR4.3b10.6x9.1x0.9x
Thu, 02 May 2024R39.9bR42.4bR4.6b10.7x8.7x0.9x
Sat, 30 Mar 2024R38.8bR42.4bR4.6b10.6x8.5x0.9x
Mon, 26 Feb 2024R41.9bR41.8bR4.2b12.5x9.9x1x
Wed, 24 Jan 2024R41.5bR42.2bR4.2b12.4x9.8x1x
Fri, 22 Dec 2023R43.0bR42.2bR4.2b12.3x10.2x1x
Sun, 19 Nov 2023R42.3bR41.1bR4.1b12.7x10.4x1x
Tue, 17 Oct 2023R43.2bR40.8bR4.1b11.8x10.5x1.1x
Thu, 14 Sep 2023R41.4bR40.8bR3.9b11.5x10.5x1x
Sat, 12 Aug 2023R40.0bR39.7bR3.9b11.1x10.2x1x
Mon, 10 Jul 2023R39.3bR39.5bR3.9b10.4x10x1x
Wed, 07 Jun 2023R41.5bR39.9bR3.9b10.7x10.5x1x
Fri, 05 May 2023R42.2bR37.7bR3.5b13.1x12.1x1.1x
Sun, 02 Apr 2023R42.0bR37.7bR3.5b12.4x12x1.1x
Tue, 28 Feb 2023R39.6bR35.7bR3.5b12.9x11.3x1.1x
Thu, 26 Jan 2023R40.5bR34.9bR3.3b15.2x12.3x1.2x
Sat, 24 Dec 2022R40.5bR34.9bR3.3b15.1x12.3x1.2x
Mon, 21 Nov 2022R41.2bR31.7bR2.5b15x16.8x1.3x
Wed, 19 Oct 2022R35.7bR31.1bR2.3b14.1x15.6x1.1x
Fri, 16 Sep 2022R39.0bR32.3bR1.9b14.4x20.2x1.2x
Sun, 14 Aug 2022R35.6bR29.4bR1.6b17.5x21.8x1.2x
Tue, 12 Jul 2022R34.7bR29.5bR1.6b16.3x21.3x1.2x
Thu, 09 Jun 2022R38.7bR29.2bR2.5b11.5x15.3x1.3x
Sat, 07 May 2022R35.4bR27.2bR1.3b13.7x27.3x1.3x
Mon, 04 Apr 2022R38.6bR27.2bR1.3b14.7x29.2x1.4x
Wed, 02 Mar 2022R36.9bR27.0bR1.2b14.8x31.3x1.4x
Fri, 28 Jan 2022R36.5bR26.7bR627.5m16.6x58.2x1.4x
Price to Earnings Ratio

58.2x


Total Market Cap: R36.5bTotal Earnings: R627.5mTotal Revenue: R26.7bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Hospitality Industry Price to Earnings3Y Average 14.9x202320242025
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 10.5x which is lower than its 3-year average PE of 15.0x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 89% per year over the last three years.
  • Revenues for these companies have grown 18% 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 Market2.28%
Consumer Discretionary2.80%
Hospitality2.17%
Hotels, Resorts and Cruise Lines3.05%
Casinos and Gaming1.89%
Restaurants1.50%
Leisure Facilities0%0
Industry PE
  • Investors are most optimistic about the Restaurants industry, which is trading close to its 3-year average PE ratio of 14.0x.
    • 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 10.1x.
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 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?

CompanyLast Price7D1YValuation
SSU Southern SunR9.004.8%
+R549.8m		78.2%PE12.9x
SUI Sun InternationalR41.754.1%
+R404.2m		6.4%PE10.2x
TSG Tsogo SunR9.692.8%
+R270.1m		-15.4%PE7.4x
SUR SpurR34.507.6%
+R197.9m		12.9%PE12x
FBR Famous BrandsR64.372.3%
+R147.3m		12.2%PE13.4x
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TSG

R9.69

Tsogo Sun

7D

2.8%

1Y

-15.4%

FBR

R64.37

Famous Brands

7D

2.3%

1Y

12.2%

SUR

R34.50

Spur

7D

7.6%

1Y

12.9%

CLH

R4.35

City Lodge Hotels

7D

-3.3%

1Y

-10.7%

GPL

R3.40

Grand Parade Investments

7D

0.3%

1Y

18.1%

SSU

R9.00

Southern Sun

7D

4.8%

1Y

78.2%

SUI

R41.75

Sun International

7D

4.1%

1Y

6.4%