Pakistani (KSE) Consumer Discretionary Sector Analysis
UpdatedMay 19, 2024
DataAggregated Company Financials
Companies108
- 7D2.9%
- 3M16.1%
- 1Y70.2%
- YTD14.3%
Over the last 7 days, the Consumer Discretionary industry has risen 2.8%, driven by gains from Thal of 34%. In the last 12 months, the industry was up 70%. Earnings are forecast to grow by 11% annually.
Sector Valuation and Performance
Has the Pakistani Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 May 2024 | PK₨1.1t | PK₨2.9t | PK₨109.9b | 7.1x | 9.6x | 0.4x |
| Tue, 16 Apr 2024 | PK₨1.0t | PK₨2.9t | PK₨117.5b | 6x | 8.7x | 0.3x |
| Thu, 14 Mar 2024 | PK₨1.0t | PK₨2.9t | PK₨111.0b | 5.7x | 9x | 0.3x |
| Sat, 10 Feb 2024 | PK₨1.0t | PK₨2.9t | PK₨105.0b | 5.5x | 9.5x | 0.3x |
| Mon, 08 Jan 2024 | PK₨974.1b | PK₨2.9t | PK₨102.6b | 5.8x | 9.5x | 0.3x |
| Wed, 06 Dec 2023 | PK₨929.0b | PK₨2.9t | PK₨105.3b | 5.1x | 8.8x | 0.3x |
| Fri, 03 Nov 2023 | PK₨777.3b | PK₨2.8t | PK₨103.7b | 4.1x | 7.5x | 0.3x |
| Sun, 01 Oct 2023 | PK₨673.0b | PK₨2.8t | PK₨114.5b | 3.7x | 5.9x | 0.2x |
| Tue, 29 Aug 2023 | PK₨661.4b | PK₨2.8t | PK₨105.6b | 3.5x | 6.3x | 0.2x |
| Thu, 27 Jul 2023 | PK₨660.9b | PK₨2.9t | PK₨107.8b | 3.7x | 6.1x | 0.2x |
| Sat, 24 Jun 2023 | PK₨615.4b | PK₨2.8t | PK₨106.6b | 3.5x | 5.8x | 0.2x |
| Mon, 22 May 2023 | PK₨628.7b | PK₨2.8t | PK₨126.2b | 3.3x | 5x | 0.2x |
| Wed, 19 Apr 2023 | PK₨596.9b | PK₨2.8t | PK₨135.3b | 3.3x | 4.4x | 0.2x |
| Fri, 17 Mar 2023 | PK₨633.9b | PK₨2.8t | PK₨147.3b | 3.5x | 4.3x | 0.2x |
| Sun, 12 Feb 2023 | PK₨645.5b | PK₨2.8t | PK₨183.6b | 2.9x | 3.5x | 0.2x |
| Tue, 10 Jan 2023 | PK₨677.3b | PK₨2.8t | PK₨183.3b | 2.9x | 3.7x | 0.2x |
| Thu, 08 Dec 2022 | PK₨679.4b | PK₨2.8t | PK₨186.2b | 3.2x | 3.6x | 0.2x |
| Sat, 05 Nov 2022 | PK₨696.8b | PK₨2.8t | PK₨191.6b | 3.4x | 3.6x | 0.3x |
| Mon, 03 Oct 2022 | PK₨715.3b | PK₨2.6t | PK₨213.0b | 2.8x | 3.4x | 0.3x |
| Wed, 31 Aug 2022 | PK₨744.6b | PK₨2.4t | PK₨208.8b | 2.8x | 3.6x | 0.3x |
| Fri, 29 Jul 2022 | PK₨717.9b | PK₨2.4t | PK₨207.3b | 2.8x | 3.5x | 0.3x |
| Sun, 26 Jun 2022 | PK₨736.2b | PK₨2.4t | PK₨207.5b | 2.8x | 3.5x | 0.3x |
| Tue, 24 May 2022 | PK₨776.2b | PK₨2.4t | PK₨204.3b | 2.9x | 3.8x | 0.3x |
| Thu, 21 Apr 2022 | PK₨830.5b | PK₨2.6t | PK₨205.8b | 3.4x | 4x | 0.3x |
| Sat, 19 Mar 2022 | PK₨812.6b | PK₨2.3t | PK₨197.9b | 3.4x | 4.1x | 0.4x |
| Mon, 14 Feb 2022 | PK₨869.6b | PK₨2.1t | PK₨180.0b | 4x | 4.8x | 0.4x |
| Wed, 12 Jan 2022 | PK₨828.2b | PK₨2.1t | PK₨180.2b | 3.7x | 4.6x | 0.4x |
| Fri, 10 Dec 2021 | PK₨787.3b | PK₨2.1t | PK₨178.1b | 3.7x | 4.4x | 0.4x |
| Sun, 07 Nov 2021 | PK₨861.7b | PK₨2.1t | PK₨164.9b | 4.5x | 5.2x | 0.4x |
| Tue, 05 Oct 2021 | PK₨825.6b | PK₨1.8t | PK₨124.5b | 5.8x | 6.6x | 0.4x |
| Thu, 02 Sep 2021 | PK₨886.7b | PK₨1.7t | PK₨98.1b | 8.4x | 9x | 0.5x |
| Sat, 31 Jul 2021 | PK₨885.1b | PK₨1.7t | PK₨98.1b | 8.1x | 9x | 0.5x |
Price to Earnings Ratio
10.4x
Current Industry PE
- Investors are optimistic on the Pakistani Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 9.5x which is higher than its 3-year average PE of 5.9x.
- The industry is trading close to its 3-year average PS ratio of 0.33x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 11% per year over the last three years.
- Revenues for these companies have grown 22% 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 Pakistani Consumer Discretionary sector?
| PK Market | 2.64% | |
| Consumer Discretionary | 2.86% | |
| Auto Components | 8.88% | |
| Consumer Durables | 2.72% | |
| Auto | 2.54% | |
| Luxury | 1.90% | |
| Leisure | 0% | |
| Consumer Services | 0% | |
| Online Retail and Ecommerce | 0% | |
| Specialty Stores | 0% | |
| General Merchandise and Department Stores | 0% | |
| Hospitality | -0.99% | |
| Retail Distributors | -6.97% | |
Industry PE
- Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 8.0x.
- Analysts are expecting annual earnings growth of 24.2%, which is lower than the prior year's growth of 151.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 27% over the next 5 years.
- This is better than its past earnings decline of 31% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 6.5% 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 | |
|---|---|---|---|---|---|
| THALL Thal | PK₨479.89 | 33.7% +PK₨9.8b | 167.3% | PE12.2x | |
| ATLH Atlas Honda | PK₨524.13 | 9.6% +PK₨5.7b | 87.8% | PE8.8x | |
| SFL Sapphire Fibres | PK₨1.55k | 10.7% +PK₨3.1b | 37.0% | PE8.8x | |
| FML Feroze1888 Mills | PK₨87.03 | 7.4% +PK₨2.4b | 21.1% | PE19.8x | |
| GAL Ghandhara Automobiles | PK₨190.80 | 25.6% +PK₨2.2b | 471.6% | PE62.7x |