Analysis Article • Aug 04
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South African (JSE) Hospitality Industry Analysis
UpdatedSep 10, 2026
DataAggregated Company Financials
Companies7
- 7D-1.5%
- 3M-4.9%
- 1Y6.7%
- YTD2.2%
Over the last 7 days, the Hospitality industry has dropped 1.5%, driven by Sun International declining 3.5%. This takes the industry's 12 month performance to a gain of 6.7%. Looking forward, earnings are forecast to grow by 6.9% 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 |
|---|---|---|---|---|---|---|
| Thu, 10 Sep 2026 | R43.0b | R46.8b | R5.1b | 10.9x | 8.4x | 0.9x |
| Sat, 08 Aug 2026 | R44.9b | R46.2b | R5.3b | 10.7x | 8.5x | 1x |
| Mon, 06 Jul 2026 | R45.9b | R46.3b | R5.3b | 10.5x | 8.7x | 1x |
| Wed, 03 Jun 2026 | R44.3b | R46.3b | R5.3b | 10.9x | 8.4x | 1x |
| Fri, 01 May 2026 | R43.9b | R45.5b | R4.9b | 11.4x | 8.9x | 1x |
| Sun, 29 Mar 2026 | R42.7b | R45.5b | R4.9b | 11x | 8.7x | 0.9x |
| Tue, 24 Feb 2026 | R44.7b | R45.1b | R4.8b | 11.9x | 9.3x | 1x |
| Thu, 22 Jan 2026 | R43.4b | R45.0b | R4.8b | 11.8x | 9.1x | 1x |
| Sat, 20 Dec 2025 | R41.9b | R45.0b | R4.8b | 11.2x | 8.7x | 0.9x |
| Mon, 17 Nov 2025 | R40.3b | R44.9b | R4.8b | 10.6x | 8.3x | 0.9x |
| Wed, 15 Oct 2025 | R39.9b | R44.7b | R4.8b | 10.6x | 8.3x | 0.9x |
| Fri, 12 Sep 2025 | R40.2b | R44.6b | R4.8b | 10.4x | 8.4x | 0.9x |
| Sun, 10 Aug 2025 | R40.9b | R44.2b | R4.5b | 10.8x | 9.1x | 0.9x |
| Tue, 08 Jul 2025 | R42.4b | R44.3b | R4.5b | 11.2x | 9.5x | 1x |
| Thu, 05 Jun 2025 | R42.2b | R44.3b | R4.5b | 11.5x | 9.4x | 1x |
| Sat, 03 May 2025 | R41.3b | R43.7b | R4.4b | 11.3x | 9.3x | 0.9x |
| Mon, 31 Mar 2025 | R40.5b | R43.7b | R4.4b | 11.2x | 9.1x | 0.9x |
| Wed, 26 Feb 2025 | R42.2b | R43.3b | R4.3b | 11.4x | 9.8x | 1x |
| Fri, 24 Jan 2025 | R44.7b | R43.3b | R4.3b | 12.5x | 10.4x | 1x |
| Sun, 22 Dec 2024 | R47.6b | R43.3b | R4.3b | 13.3x | 11.1x | 1.1x |
| Tue, 19 Nov 2024 | R47.9b | R43.4b | R4.4b | 13.6x | 11x | 1.1x |
| Thu, 17 Oct 2024 | R48.4b | R43.3b | R4.3b | 13x | 11.1x | 1.1x |
| Sat, 14 Sep 2024 | R45.5b | R43.3b | R4.3b | 11.4x | 10.6x | 1.1x |
| Mon, 12 Aug 2024 | R41.8b | R42.8b | R4.3b | 12x | 9.7x | 1x |
| Wed, 10 Jul 2024 | R41.0b | R42.8b | R4.3b | 11.8x | 9.5x | 1x |
| Fri, 07 Jun 2024 | R38.3b | R42.8b | R4.3b | 10.1x | 8.9x | 0.9x |
| Sun, 05 May 2024 | R39.2b | R42.4b | R4.6b | 10.6x | 8.6x | 0.9x |
| Tue, 02 Apr 2024 | R38.8b | R42.4b | R4.6b | 10.6x | 8.5x | 0.9x |
| Thu, 29 Feb 2024 | R41.3b | R41.9b | R4.3b | 12.4x | 9.7x | 1x |
| Sat, 27 Jan 2024 | R42.1b | R42.2b | R4.2b | 12.4x | 10x | 1x |
| Mon, 25 Dec 2023 | R43.2b | R42.2b | R4.2b | 12.6x | 10.2x | 1x |
| Wed, 22 Nov 2023 | R41.7b | R41.1b | R4.1b | 12.7x | 10.3x | 1x |
| Fri, 20 Oct 2023 | R42.6b | R40.8b | R4.1b | 11.4x | 10.3x | 1x |
| Sun, 17 Sep 2023 | R42.0b | R40.8b | R4.1b | 11.3x | 10.2x | 1x |
Price to Earnings Ratio
10.2x
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 8.4x which is lower than its 3-year average PE of 9.4x.
- The industry is trading close to its 3-year average PS ratio of 0.98x.
Past Earnings Growth
- The earnings for companies in the Hospitality industry have grown 7.6% per year over the last three years.
- Revenues for these companies have grown 4.7% 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 | -0.011% | |
| Consumer Discretionary | -1.51% | |
| Hospitality | -1.46% | |
| Hotels, Resorts and Cruise Lines | -0.12% | |
| Restaurants | -2.11% | |
| Casinos and Gaming | -2.27% | |
Industry PE
- Investors are most optimistic about the Restaurants industry, which is trading close to its 3-year average PE ratio of 12.1x.
- 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 7.6x.
Forecasted Growth
- Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 10% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Casinos and Gaming industry is expected to see its earnings growth to stay flat 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 | R10.22 | 0.4% +R52.6m | 15.5% | PE10.9x |