City Lodge Hotels' (JSE:CLH) Solid Profits Have Weak Fundamentals
Mar 09
South African (JSE) Hotels, Resorts and Cruise Lines Industry Analysis
UpdatedMay 12, 2023
DataAggregated Company Financials
Companies2
- 7D-1.7%
- 3M-4.7%
- 1Y24.5%
- YTD-5.3%
The Hotels, Resorts and Cruise Lines industry is up 1.2% in the last week, with City Lodge Hotels up 2.4%. This takes the industry's 12 month performance to a gain of 22%.
Industry Valuation and Performance
Has the South African Hotels, Resorts and Cruise Lines Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 12 May 2023 | R9.2b | R5.7b | R543.4m | 16x | 16.9x | 1.6x |
| Sun, 09 Apr 2023 | R9.0b | R5.7b | R543.4m | 15.5x | 16.5x | 1.6x |
| Tue, 07 Mar 2023 | R8.9b | R5.7b | R543.4m | 15.7x | 16.5x | 1.6x |
| Thu, 02 Feb 2023 | R10.1b | R5.3b | R411.7m | 29.6x | 24.5x | 1.9x |
| Sat, 31 Dec 2022 | R9.7b | R5.3b | R411.7m | 28.8x | 23.6x | 1.8x |
| Mon, 28 Nov 2022 | R9.8b | R3.8b | -R74,270,000.00 | 35.5x | -132.6x | 2.6x |
| Wed, 26 Oct 2022 | R8.2b | R3.8b | -R74,270,000.00 | 29.9x | -110.5x | 2.2x |
| Fri, 23 Sep 2022 | R7.8b | R3.8b | -R74,270,000.00 | 29.7x | -105.1x | 2.1x |
| Sun, 21 Aug 2022 | R8.0b | R3.4b | -R443,977,000.00 | n/a | -18x | 2.4x |
| Tue, 19 Jul 2022 | R7.6b | R3.4b | -R443,977,000.00 | n/a | -17.2x | 2.3x |
| Thu, 16 Jun 2022 | R7.4b | R3.9b | -R723,623,066.00 | n/a | -10.3x | 1.9x |
| Sat, 14 May 2022 | R7.5b | R2.9b | -R1,458,119,406.00 | n/a | -5.2x | 2.6x |
| Mon, 11 Apr 2022 | R8.2b | R2.8b | -R1,431,631,447.00 | n/a | -5.7x | 2.9x |
| Wed, 09 Mar 2022 | R7.1b | R2.9b | -R1,443,265,528.00 | n/a | -4.9x | 2.5x |
| Fri, 04 Feb 2022 | R8.3b | R2.6b | -R1,958,907,507.00 | n/a | -4.2x | 3.2x |
| Sun, 02 Jan 2022 | R8.5b | R2.7b | -R1,971,310,415.00 | n/a | -4.3x | 3.2x |
| Tue, 30 Nov 2021 | R7.7b | R2.7b | -R1,976,044,676.00 | n/a | -3.9x | 2.9x |
| Thu, 28 Oct 2021 | R8.5b | R2.0b | -R1,968,970,614.00 | n/a | -4.3x | 4.3x |
| Sat, 25 Sep 2021 | R7.5b | R1.9b | -R1,841,014,303.00 | n/a | -4.1x | 3.9x |
| Mon, 23 Aug 2021 | R7.6b | R2.0b | -R2,116,584,993.44 | n/a | -3.6x | 3.9x |
| Sat, 10 Jul 2021 | R6.8b | R2.0b | -R2,116,584,993.44 | n/a | -3.2x | 3.5x |
| Fri, 02 Apr 2021 | R6.1b | R2.0b | -R2,116,584,993.44 | n/a | -2.9x | 3.1x |
| Mon, 04 Jan 2021 | R4.0b | R2.8b | -R2,231,584,993.44 | n/a | -1.8x | 1.4x |
| Thu, 08 Oct 2020 | R4.1b | R4.2b | -R1,858,040,889.97 | 14.5x | -2.2x | 1x |
| Wed, 01 Jul 2020 | R4.2b | R5.6b | -R1,274,407,373.15 | 3.8x | -3.3x | 0.7x |
Price to Earnings Ratio
-3.6x
Current Industry PE
- There are only 2 companies in the South African Hotels, Resorts and Cruise Lines industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
- Total earnings for the Hotels, Resorts and Cruise Lines industry have gone up over the last three years and the industry is now profitable.
- Revenues have declined 5.3% per year.
- This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.
Industry Comparison
How does South African Hotels, Resorts and Cruise Lines compare with similar industries?
| ZA Market | -2.72% | |
| Consumer Discretionary | 1.22% | |
| Hospitality | -3.81% | |
| Hotels, Resorts and Cruise Lines | -1.73% | |
| Leisure Facilities | 0% | |
| Casinos and Gaming | -4.21% | |
| Restaurants | -4.81% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CLH City Lodge Hotels | R4.30 | 2.4% +R60.3m | -1.6% | PE12.2x |