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South African (JSE) Hospitality Industry Analysis

UpdatedJul 16, 2026
DataAggregated Company Financials
Companies7
  • 7D-0.6%
  • 3M4.1%
  • 1Y5.7%
  • YTD6.9%

In the last week, the Hospitality industry is up 1.2%, with Southern Sun up 1.7%. In the last 12 months, the industry was up 5.7%. Looking forward, earnings are forecast to grow by 6.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Jul 2026R45.0bR46.3bR5.3b10.6x8.5x1x
Sat, 13 Jun 2026R45.3bR46.3bR5.3b10.4x8.6x1x
Mon, 11 May 2026R44.7bR45.5bR4.9b11.4x9.1x1x
Wed, 08 Apr 2026R43.3bR45.5bR4.9b10.7x8.8x1x
Fri, 06 Mar 2026R42.7bR45.3bR4.8b11.7x8.9x0.9x
Sun, 01 Feb 2026R45.0bR45.0bR4.8b12x9.4x1x
Tue, 30 Dec 2025R42.9bR45.0bR4.8b11.5x8.9x1x
Thu, 27 Nov 2025R41.1bR45.0bR4.8b11x8.5x0.9x
Sat, 25 Oct 2025R40.0bR44.9bR4.8b10.6x8.3x0.9x
Mon, 22 Sep 2025R40.4bR44.7bR4.8b10.3x8.5x0.9x
Wed, 20 Aug 2025R41.3bR44.2bR4.5b10.9x9.2x0.9x
Fri, 18 Jul 2025R42.5bR44.3bR4.5b11x9.5x1x
Sun, 15 Jun 2025R41.0bR44.3bR4.5b11.5x9.1x0.9x
Tue, 13 May 2025R40.7bR43.7bR4.4b11.2x9.2x0.9x
Thu, 10 Apr 2025R36.8bR43.7bR4.4b10.2x8.3x0.8x
Sat, 08 Mar 2025R41.6bR43.3bR4.3b11.6x9.7x1x
Mon, 03 Feb 2025R43.1bR43.3bR4.3b12x10.1x1x
Wed, 01 Jan 2025R47.5bR43.3bR4.3b13.1x11.1x1.1x
Fri, 29 Nov 2024R46.8bR43.3bR4.3b12.3x10.9x1.1x
Sun, 27 Oct 2024R48.3bR43.4bR4.4b13x11x1.1x
Tue, 24 Sep 2024R47.8bR43.3bR4.3b12x11.1x1.1x
Thu, 22 Aug 2024R42.9bR42.8bR4.3b12.2x9.9x1x
Sat, 20 Jul 2024R40.6bR42.8bR4.3b11.4x9.4x0.9x
Mon, 17 Jun 2024R39.3bR42.8bR4.3b10.6x9.1x0.9x
Wed, 15 May 2024R39.3bR42.4bR4.6b10.9x8.6x0.9x
Fri, 12 Apr 2024R40.0bR42.4bR4.6b11.1x8.8x0.9x
Sun, 10 Mar 2024R40.3bR42.2bR4.3b11.6x9.4x1x
Tue, 06 Feb 2024R42.3bR41.8bR4.2b12.3x10x1x
Thu, 04 Jan 2024R43.0bR42.2bR4.2b12.5x10.2x1x
Sat, 02 Dec 2023R41.9bR42.2bR4.2b12.5x9.9x1x
Mon, 30 Oct 2023R40.9bR41.1bR4.1b12.7x10.1x1x
Wed, 27 Sep 2023R42.8bR40.8bR4.1b11x10.5x1x
Fri, 25 Aug 2023R40.5bR40.0bR4.0b11x10.2x1x
Sun, 23 Jul 2023R39.5bR39.5bR3.9b10.5x10x1x
Price to Earnings Ratio

10x


Total Market Cap: R39.5bTotal Earnings: R3.9bTotal Revenue: R39.5bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Hospitality Industry Price to Earnings3Y Average 9.5x202420252026
Current Industry PE
  • Investors are relatively neutral on the South African Hospitality industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 9.5x.
  • 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 10% per year over the last three years.
  • Revenues for these companies have grown 5.4% 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 Market0.78%
Consumer Discretionary1.97%
Hospitality-0.59%
Hotels, Resorts and Cruise Lines1.46%
Restaurants-0.38%
Casinos and Gaming-2.27%
Industry PE
  • Investors are most optimistic about the Hotels, Resorts and Cruise Lines industry, which is trading close to its 3-year average PE ratio of 11.8x.
    • Analysts are expecting annual earnings growth of 10.2%, which is lower than the prior year's growth of 11.7% per year.
  • Investors are most pessimistic about the Casinos and Gaming industry, which is trading below its 3-year average of 7.7x.
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?

CompanyLast Price7D1YValuation
SSU Southern SunR10.001.7%
+R223.6m		4.7%PE10.6x
GPL Grand Parade InvestmentsR2.008.7%
+R68.4m		-20.0%PE16.4x

Latest News

FBR
R56.10
Famous Brands
7D
-1.6%
1Y
-7.6%
SUI
R50.06
Sun International
7D
-2.3%
1Y
5.1%
SSU
R10.00
Southern Sun
7D
1.7%
1Y
4.7%
Narrative Update • Jun 16

SSU: Dividend And EPS Outlook Will Support Future Upside

Analysts have kept their ZAR fair value estimate for Southern Sun unchanged at ZAR13.50 per share, with only marginal tweaks to inputs such as the discount rate and assumed future P/E. This reflects fine tuning of their valuation framework rather than a shift in the overall price target view.
GPL
R2.00
Grand Parade Investments
7D
8.7%
1Y
-20.0%
SUR
R41.60
Spur
7D
-1.2%
1Y
24.2%