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South African (JSE) Hospitality Industry Analysis

UpdatedDec 01, 2022
DataAggregated Company Financials
Companies8
  • 7D-2.0%
  • 3M8.9%
  • 1Y21.6%
  • YTD4.4%

Over the last 7 days, the Hospitality industry has dropped 2.0%, driven by pullbacks in Tsogo Sun Hotels and Tsogo Sun Gaming of 6.8% and 2.8%, respectively. In the past year, the industry has gained 22%.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Dec 2022R40.8bR33.3bR2.8b14.3x14.6x1.2x
Sat, 29 Oct 2022R37.8bR31.7bR2.5b13.9x15.4x1.2x
Mon, 26 Sep 2022R37.3bR32.7bR2.3b16x16.3x1.1x
Wed, 24 Aug 2022R36.2bR30.9bR1.6b16.6x22.3x1.2x
Fri, 22 Jul 2022R35.5bR29.5bR1.6b17.2x21.8x1.2x
Sun, 19 Jun 2022R34.9bR29.2bR2.5b10.8x13.7x1.2x
Tue, 17 May 2022R34.9bR27.2bR1.3b13.4x27x1.3x
Thu, 14 Apr 2022R35.8bR27.2bR1.3b13.7x27x1.3x
Sat, 12 Mar 2022R34.3bR27.0bR1.2b14.1x29x1.3x
Mon, 07 Feb 2022R37.3bR26.7bR625.9m17.2x59.6x1.4x
Wed, 05 Jan 2022R38.6bR24.4b-R257,728,428.0036x-149.6x1.6x
Fri, 03 Dec 2021R34.1bR24.4b-R255,097,292.0031.4x-133.8x1.4x
Sun, 31 Oct 2021R40.2bR23.7b-R270,159,147.0037x-148.8x1.7x
Tue, 28 Sep 2021R31.3bR22.3b-R1,865,106,127.0034.4x-16.8x1.4x
Thu, 26 Aug 2021R30.6bR22.2b-R2,253,889,993.44257.2x-13.6x1.4x
Fri, 02 Jul 2021R28.0bR22.2b-R2,253,889,993.44214x-12.4x1.3x
Mon, 05 Apr 2021R24.5bR21.4b-R2,639,389,993.44323.8x-9.3x1.1x
Thu, 07 Jan 2021R19.8bR22.2b-R4,460,736,493.44n/a-4.4x0.9x
Wed, 30 Sep 2020R14.3bR21.2b-R3,780,359,389.9732.5x-3.8x0.7x
Sat, 04 Jul 2020R12.8bR23.6b-R2,306,066,373.1512.5x-5.5x0.5x
Tue, 07 Apr 2020R13.7bR38.0b-R626,440,231.337.7x-21.9x0.4x
Fri, 10 Jan 2020R37.5bR40.4bR1.5b22.4x25.8x0.9x
Price to Earnings Ratio

12.7x


Total Market Cap: R37.9bTotal Earnings: R3.0bTotal Revenue: R47.0bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Hospitality Industry Price to Earnings3Y Average -4.6x202020212022
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 14.6x which is higher than its 3-year average PE of -4.6x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have declined 2.2% per year over the last three years,
  • Revenues have also declined 11% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the South African Consumer Discretionary industry?

ZA Market1.40%
Consumer Discretionary2.94%
Hospitality-2.05%
Leisure Facilities0%
Casinos and Gaming-1.35%
Restaurants-1.40%
Hotels, Resorts and Cruise Lines-4.30%
Industry PE
  • Investors are most optimistic about the Restaurants industry which is trading above its 3-year average PE ratio.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SUI Sun InternationalR35.841.0%
+R83.8m
40.5%PE15.6x
CLH City Lodge HotelsR4.931.4%
+R42.2m
13.3%PE36.4x
SUR SpurR21.020.9%
+R15.7m
5.1%PE14.3x
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Latest News

FBR

R61.00

Famous Brands

7D

-1.2%

1Y

-11.4%

TSG

R12.74

Tsogo Sun Gaming

7D

-2.8%

1Y

28.2%

GPL

R3.37

Grand Parade Investments

7D

-5.1%

1Y

16.2%

SSU

R4.25

Tsogo Sun Hotels

7D

-6.8%

1Y

43.1%

SUR

R21.02

Spur

7D

0.9%

1Y

5.1%

CLH

R4.93

City Lodge Hotels

7D

1.4%

1Y

13.3%

SUI

R35.84

Sun International

7D

1.0%

1Y

40.5%