Investing IdeasBrowse All StocksMarkets

Have your own idea? Try our Stock Screener

Header cover image

South African (JSE) Hospitality Industry Analysis

UpdatedNov 20, 2024
DataAggregated Company Financials
Companies7
  • 7D1.2%
  • 3M12.9%
  • 1Y18.4%
  • YTD15.3%

The Hospitality industry is up 1.2% in the last week, with Southern Sun up 6.2%. This takes the industry's 12 month performance to a gain of 18%. 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
Wed, 20 Nov 2024R48.2bR43.4bR4.4b13.3x11x1.1x
Fri, 18 Oct 2024R48.4bR43.3bR4.3b13x11.1x1.1x
Sun, 15 Sep 2024R45.5bR43.3bR4.3b11.4x10.6x1.1x
Tue, 13 Aug 2024R42.1bR42.8bR4.3b12.2x9.8x1x
Thu, 11 Jul 2024R40.9bR42.8bR4.3b11.7x9.5x1x
Sat, 08 Jun 2024R38.5bR42.8bR4.3b10.3x8.9x0.9x
Mon, 06 May 2024R39.2bR42.4bR4.6b10.6x8.6x0.9x
Wed, 03 Apr 2024R38.7bR42.4bR4.6b10.5x8.5x0.9x
Fri, 01 Mar 2024R41.2bR41.9bR4.3b12.2x9.7x1x
Sun, 28 Jan 2024R42.1bR42.2bR4.2b12.4x10x1x
Tue, 26 Dec 2023R43.2bR42.2bR4.2b12.6x10.2x1x
Thu, 23 Nov 2023R42.1bR41.4bR4.0b12.9x10.5x1x
Sat, 21 Oct 2023R41.5bR40.8bR4.1b11.3x10x1x
Mon, 18 Sep 2023R42.0bR40.8bR4.1b11.3x10.2x1x
Wed, 16 Aug 2023R40.3bR39.7bR3.9b11.3x10.2x1x
Fri, 14 Jul 2023R39.2bR39.5bR3.9b10.6x9.9x1x
Sun, 11 Jun 2023R42.6bR39.5bR3.9b10.8x10.8x1.1x
Tue, 09 May 2023R42.5bR37.7bR3.5b13.2x12.2x1.1x
Thu, 06 Apr 2023R43.2bR37.7bR3.5b12.4x12.4x1.1x
Sat, 04 Mar 2023R40.6bR35.7bR3.5b13x11.6x1.1x
Mon, 30 Jan 2023R40.4bR34.9bR3.3b15.2x12.3x1.2x
Wed, 28 Dec 2022R40.5bR34.9bR3.3b15.1x12.3x1.2x
Fri, 25 Nov 2022R41.6bR31.7bR2.5b14.2x17x1.3x
Sun, 23 Oct 2022R36.0bR31.1bR2.3b14x15.7x1.2x
Tue, 20 Sep 2022R38.0bR32.3bR1.9b14.1x19.7x1.2x
Thu, 18 Aug 2022R36.7bR29.4bR1.6b17.1x22.5x1.3x
Sat, 16 Jul 2022R35.0bR29.5bR1.6b16.5x21.5x1.2x
Mon, 13 Jun 2022R36.3bR29.2bR2.5b11.2x14.3x1.2x
Wed, 11 May 2022R33.9bR27.2bR1.3b13.3x26.1x1.2x
Fri, 08 Apr 2022R37.4bR27.2bR1.3b14.2x28.4x1.4x
Sun, 06 Mar 2022R35.1bR27.0bR1.2b14.3x29.9x1.3x
Tue, 01 Feb 2022R36.7bR26.7bR626.7m16.9x58.6x1.4x
Thu, 30 Dec 2021R38.6bR24.4b-R256,995,277.0035.8x-150.2x1.6x
Sat, 27 Nov 2021R33.3bR24.3b-R274,188,227.0029.4x-121.3x1.4x
Price to Earnings Ratio

-121.3x


Total Market Cap: R33.3bTotal Earnings: -R274,188,227.00Total Revenue: R24.3bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Hospitality Industry Price to Earnings3Y Average 8.8x202220232024
Current Industry PE
  • Investors are optimistic on the South African Hospitality industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 11.0x which is higher than its 3-year average PE of 8.8x.
  • 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 Market0.33%
Consumer Discretionary0.79%
Hospitality1.24%
Hotels, Resorts and Cruise Lines4.61%
Restaurants0.20%
Leisure Facilities0%
Casinos and Gaming-0.34%
Industry PE
  • Investors are most optimistic about the Hotels, Resorts and Cruise Lines industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 18.5%, which is higher than its past year's earnings growth of 15.2% per year.
  • Investors are most pessimistic about the Casinos and Gaming industry, which is trading below its 3-year average of 14.7x.
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.
  • This is better than its past earnings growth rate of 15% 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 SunR8.906.0%
+R668.3m		85.4%PE13.9x
SUI Sun InternationalR43.722.9%
+R298.9m		8.0%PE10.7x
FBR Famous BrandsR64.234.2%
+R260.5m		7.4%PE13.4x
GPL Grand Parade InvestmentsR3.602.9%
+R42.8m		16.1%PE19.6x
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 UsCareersPlansLogin
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

TSG

R11.75

Tsogo Sun

7D

-1.8%

1Y

-4.9%

GPL

R3.60

Grand Parade Investments

7D

2.9%

1Y

16.1%

SUR

R35.00

Spur

7D

-2.2%

1Y

25.7%

CLH

R4.75

City Lodge Hotels

7D

-1.7%

1Y

5.8%

FBR

R64.23

Famous Brands

7D

4.2%

1Y

7.4%

SSU

R8.90

Southern Sun

7D

6.0%

1Y

85.4%

SUI

R43.72

Sun International

7D

2.9%

1Y

8.0%