Kenyan (NSE) Consumer Staples Sector Analysis
UpdatedMay 19, 2024
DataAggregated Company Financials
Companies10
- 7D-0.9%
- 3M22.1%
- 1Y-0.2%
- YTD18.4%
Last week, the Consumer Staples industry hasn't moved much but Kakuzi is up 6.5% in that time. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 22% annually.
Sector Valuation and Performance
Has the Kenyan Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 May 2024 | KSh182.9b | KSh187.5b | KSh16.0b | 11.6x | 11.4x | 1x |
| Tue, 16 Apr 2024 | KSh176.2b | KSh187.6b | KSh16.1b | 14.4x | 11x | 0.9x |
| Thu, 14 Mar 2024 | KSh152.4b | KSh186.6b | KSh16.4b | 8.6x | 9.3x | 0.8x |
| Sat, 10 Feb 2024 | KSh152.8b | KSh186.0b | KSh16.4b | 9.8x | 9.3x | 0.8x |
| Mon, 08 Jan 2024 | KSh160.2b | KSh177.2b | KSh18.7b | 8x | 8.6x | 0.9x |
| Wed, 06 Dec 2023 | KSh150.2b | KSh171.2b | KSh18.7b | 8.9x | 8x | 0.9x |
| Fri, 03 Nov 2023 | KSh159.3b | KSh170.8b | KSh18.4b | 9.8x | 8.7x | 0.9x |
| Sun, 01 Oct 2023 | KSh166.1b | KSh170.8b | KSh18.4b | 10.5x | 9x | 1x |
| Tue, 29 Aug 2023 | KSh169.2b | KSh170.7b | KSh18.4b | 10.8x | 9.2x | 1x |
| Thu, 27 Jul 2023 | KSh191.5b | KSh173.8b | KSh20.7b | 8.4x | 9.3x | 1.1x |
| Sat, 24 Jun 2023 | KSh185.0b | KSh173.8b | KSh20.9b | 8.7x | 8.9x | 1.1x |
| Mon, 22 May 2023 | KSh183.5b | KSh171.8b | KSh20.5b | 8.7x | 9x | 1.1x |
| Wed, 19 Apr 2023 | KSh198.2b | KSh172.9b | KSh20.8b | 7x | 9.5x | 1.1x |
| Fri, 17 Mar 2023 | KSh196.7b | KSh171.9b | KSh20.4b | 9x | 9.6x | 1.1x |
| Sun, 12 Feb 2023 | KSh206.8b | KSh169.9b | KSh19.8b | 10.5x | 10.4x | 1.2x |
| Tue, 10 Jan 2023 | KSh202.9b | KSh167.4b | KSh19.8b | 9x | 10.2x | 1.2x |
| Thu, 08 Dec 2022 | KSh195.7b | KSh163.0b | KSh19.9b | 9.8x | 9.9x | 1.2x |
| Sat, 05 Nov 2022 | KSh192.6b | KSh162.8b | KSh19.8b | 9.7x | 9.7x | 1.2x |
| Mon, 03 Oct 2022 | KSh176.5b | KSh162.8b | KSh19.8b | 9.5x | 8.9x | 1.1x |
| Wed, 31 Aug 2022 | KSh186.4b | KSh166.7b | KSh23.2b | 13.4x | 8x | 1.1x |
| Fri, 29 Jul 2022 | KSh177.2b | KSh153.6b | KSh16.8b | 12.1x | 10.6x | 1.2x |
| Sun, 26 Jun 2022 | KSh152.3b | KSh153.6b | KSh16.8b | 12.4x | 9.1x | 1x |
| Tue, 24 May 2022 | KSh172.4b | KSh153.5b | KSh16.8b | 11.9x | 10.3x | 1.1x |
| Thu, 21 Apr 2022 | KSh183.5b | KSh153.5b | KSh16.8b | 12.4x | 10.9x | 1.2x |
| Sat, 19 Mar 2022 | KSh185.5b | KSh153.8b | KSh17.0b | 12.7x | 10.9x | 1.2x |
| Mon, 14 Feb 2022 | KSh190.6b | KSh145.3b | KSh11.1b | 14.8x | 17.2x | 1.3x |
| Wed, 12 Jan 2022 | KSh190.2b | KSh144.1b | KSh10.7b | 16.8x | 17.8x | 1.3x |
| Fri, 10 Dec 2021 | KSh179.8b | KSh144.7b | KSh10.5b | 27.1x | 17.1x | 1.2x |
| Sun, 07 Nov 2021 | KSh194.8b | KSh144.7b | KSh10.5b | 30.6x | 18.6x | 1.3x |
| Tue, 05 Oct 2021 | KSh199.5b | KSh144.7b | KSh10.5b | 30.8x | 19x | 1.4x |
| Thu, 02 Sep 2021 | KSh204.0b | KSh145.5b | -KSh4,228,401,076.00 | 29.9x | -48.3x | 1.4x |
| Sat, 31 Jul 2021 | KSh207.4b | KSh145.5b | -KSh4,228,401,076.00 | 30.8x | -49x | 1.4x |
Price to Earnings Ratio
-34.9x
Current Industry PE
- Investors are optimistic on the Kenyan Consumer Staples industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 11.4x which is higher than its 3-year average PE of 6.1x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.98x.
Past Earnings Growth
- Total earnings for the Consumer Staples industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 11% 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 Kenyan Consumer Staples sector?
| KE Market | 3.85% | |
| Consumer Staples | -0.93% | |
| Food | 2.49% | |
| Food and Staples Retail | 0% | |
| Household Products | 0% | |
| Personal Products | 0% | |
| Tobacco | -0.61% | |
| Beverage | -1.59% | |
Industry PE
- Investors are most optimistic about the Food industry, which is trading close to its 3-year average PE ratio of 14.8x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Tobacco industry, which is trading below its 3-year average of 7.0x.
Forecasted Growth
- Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings decline of 33% per year.
- In contrast, the Beverage industry is expected to see its earnings grow by 22% per year 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 | |
|---|---|---|---|---|---|
| KUKZ Kakuzi | KSh396.00 | 6.5% +KSh470.4m | -7.9% | PE17.1x | |
| KAPC Kapchorua Tea Kenya | KSh236.25 | 7.4% +KSh127.1m | 81.7% | PE4.4x | |
| UNGA Unga Group | KSh14.50 | 3.9% +KSh41.6m | -23.7% | PS0.04x | |
| EGAD Eaagads | KSh12.90 | 9.8% +KSh37.0m | 12.2% | PE38.1x |