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South African (JSE) Hospitality Industry Analysis

UpdatedSep 01, 2025
DataAggregated Company Financials
Companies7
  • 7D-0.3%
  • 3M-2.4%
  • 1Y-5.3%
  • YTD-10.1%

In the last week, Hospitality has been flat. Unfortunately though, the industry is down 5.3% over the past 12 months. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 01 Sep 2025R41.1bR44.4bR4.5b11.1x9.1x0.9x
Wed, 30 Jul 2025R41.5bR44.3bR4.5b11x9.3x0.9x
Fri, 27 Jun 2025R40.9bR44.3bR4.5b11x9.1x0.9x
Sun, 25 May 2025R41.5bR44.3bR4.6b11.4x9x0.9x
Tue, 22 Apr 2025R38.1bR43.7bR4.4b10.8x8.6x0.9x
Thu, 20 Mar 2025R42.2bR43.8bR4.5b11.4x9.3x1x
Sat, 15 Feb 2025R43.0bR43.3bR4.3b12.1x10x1x
Mon, 13 Jan 2025R45.6bR43.3bR4.3b12.6x10.7x1.1x
Wed, 11 Dec 2024R47.5bR43.3bR4.3b12.5x11.1x1.1x
Fri, 08 Nov 2024R47.9bR43.4bR4.4b12.9x10.9x1.1x
Sun, 06 Oct 2024R48.2bR43.3bR4.3b12.6x11.1x1.1x
Tue, 03 Sep 2024R44.9bR43.0bR4.3b12.3x10.4x1x
Thu, 01 Aug 2024R41.8bR42.8bR4.3b11.8x9.7x1x
Sat, 29 Jun 2024R39.7bR42.8bR4.3b11.4x9.2x0.9x
Mon, 27 May 2024R40.0bR43.0bR4.7b10.6x8.4x0.9x
Wed, 24 Apr 2024R39.8bR42.4bR4.6b10.5x8.7x0.9x
Fri, 22 Mar 2024R39.0bR42.4bR4.6b10.5x8.5x0.9x
Sun, 18 Feb 2024R41.8bR41.8bR4.2b12.4x9.9x1x
Tue, 16 Jan 2024R41.7bR42.2bR4.2b12.4x9.9x1x
Thu, 14 Dec 2023R42.1bR42.2bR4.2b11.9x10x1x
Sat, 11 Nov 2023R40.9bR41.1bR4.1b12.6x10x1x
Mon, 09 Oct 2023R43.6bR40.8bR4.1b12.4x10.6x1.1x
Wed, 06 Sep 2023R42.0bR40.0bR4.0b11.3x10.6x1.1x
Fri, 04 Aug 2023R39.4bR39.5bR3.9b10.6x10x1x
Sun, 02 Jul 2023R40.2bR39.5bR3.9b11x10.2x1x
Tue, 30 May 2023R41.5bR39.0bR3.5b13.2x11.7x1.1x
Thu, 27 Apr 2023R41.9bR37.7bR3.5b12.5x12x1.1x
Sat, 25 Mar 2023R41.6bR37.7bR3.5b12.4x11.9x1.1x
Mon, 20 Feb 2023R40.0bR34.9bR3.3b15.2x12.2x1.1x
Wed, 18 Jan 2023R40.1bR34.9bR3.3b14.9x12.2x1.2x
Fri, 16 Dec 2022R40.7bR34.9bR3.3b15.1x12.4x1.2x
Sun, 13 Nov 2022R41.1bR31.7bR2.5b14.5x16.7x1.3x
Tue, 11 Oct 2022R35.9bR31.1bR2.3b15x15.7x1.2x
Thu, 08 Sep 2022R37.8bR32.3bR1.9b14.7x19.6x1.2x
Price to Earnings Ratio

19.6x


Total Market Cap: R37.8bTotal Earnings: R1.9bTotal Revenue: R32.3bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Hospitality Industry Price to Earnings3Y Average 10.8x202320242025
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 9.1x which is lower than its 3-year average PE of 10.8x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.93x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 33% per year over the last three years.
  • Revenues for these companies have grown 11% 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-1.10%
Consumer Discretionary-0.10%
Hospitality-0.27%
Casinos and Gaming1.03%
Restaurants-1.07%
Hotels, Resorts and Cruise Lines-1.37%
Industry PE
  • Investors are most optimistic about the Hotels, Resorts and Cruise Lines industry which is trading above its 3-year average PE ratio of 3.7x.
    • Analysts are expecting annual earnings growth of 13.4%, which is lower than the prior year's growth of 18.1% per year.
  • Investors are most pessimistic about the Casinos and Gaming industry, which is trading below its 3-year average of 8.7x.
Forecasted Growth
  • Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 13% over the next 5 years.
  • However this is lower than its past earnings growth rate of 18% per year.
  • In contrast, the Casinos and Gaming industry is expected to see its earnings grow by 11% 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
SUI Sun InternationalR47.482.2%
+R252.1m		10.4%PE9.5x
TSG Tsogo SunR6.711.2%
+R83.2m		-43.9%PE5.6x
CLH City Lodge HotelsR3.931.0%
+R22.5m		-17.6%PE11x

Latest News

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R8.65
Southern Sun
7D
-2.8%
1Y
30.1%

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SUI
R47.48
Sun International
7D
2.2%
1Y
10.4%
SUR
R37.40
Spur
7D
-1.6%
1Y
5.4%

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TSG
R6.71
Tsogo Sun
7D
1.2%
1Y
-43.9%
FBR
R57.50
Famous Brands
7D
-1.7%
1Y
-1.2%
CLH
R3.93
City Lodge Hotels
7D
1.0%
1Y
-17.6%