Turkish (BIST) Consumer Durables Industry Analysis
UpdatedMay 30, 2024
DataAggregated Company Financials
Companies15
- 7D-5.6%
- 3M7.0%
- 1Y90.9%
- YTD47.7%
Over the last 7 days, the Consumer Durables industry has dropped 3.3%, driven by Arçelik Anonim Sirketi declining 5.6%. On the other hand Arzum Elektrikli Ev Aletleri Sanayi ve Ticaret is actually up 25%. Over the past 12 months, the industry was up 89%. Earnings are forecast to grow by 32% annually.
Industry Valuation and Performance
Has the Turkish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 May 2024 | ₺207.9b | ₺467.1b | ₺12.7b | 20x | 16.4x | 0.4x |
| Sat, 27 Apr 2024 | ₺196.9b | ₺461.3b | ₺15.8b | 16.4x | 12.4x | 0.4x |
| Mon, 25 Mar 2024 | ₺175.6b | ₺412.1b | ₺13.6b | 15.3x | 12.9x | 0.4x |
| Wed, 21 Feb 2024 | ₺191.5b | ₺337.5b | ₺11.0b | 14x | 17.4x | 0.6x |
| Fri, 19 Jan 2024 | ₺149.3b | ₺337.5b | ₺11.0b | 10.2x | 13.6x | 0.4x |
| Sun, 17 Dec 2023 | ₺149.2b | ₺337.5b | ₺11.0b | 10.2x | 13.6x | 0.4x |
| Tue, 14 Nov 2023 | ₺163.8b | ₺337.5b | ₺11.0b | 13.1x | 14.9x | 0.5x |
| Thu, 12 Oct 2023 | ₺228.0b | ₺303.1b | ₺8.1b | 16.7x | 28.2x | 0.8x |
| Sat, 09 Sep 2023 | ₺240.6b | ₺303.1b | ₺8.1b | 16x | 29.7x | 0.8x |
| Mon, 07 Aug 2023 | ₺203.6b | ₺286.6b | ₺8.0b | 15.7x | 25.6x | 0.7x |
| Wed, 05 Jul 2023 | ₺147.4b | ₺268.1b | ₺7.8b | 12.5x | 18.8x | 0.5x |
| Fri, 02 Jun 2023 | ₺118.6b | ₺268.1b | ₺7.8b | 11.3x | 15.2x | 0.4x |
| Sun, 30 Apr 2023 | ₺111.2b | ₺256.6b | ₺8.5b | 10.3x | 13.1x | 0.4x |
| Tue, 28 Mar 2023 | ₺136.1b | ₺244.9b | ₺8.4b | 12.8x | 16.1x | 0.6x |
| Thu, 23 Feb 2023 | ₺137.3b | ₺232.4b | ₺9.0b | 12.1x | 15.2x | 0.6x |
| Sat, 21 Jan 2023 | ₺147.5b | ₺210.5b | ₺7.7b | 13.4x | 19.2x | 0.7x |
| Mon, 19 Dec 2022 | ₺133.5b | ₺210.5b | ₺7.7b | 14.1x | 17.4x | 0.6x |
| Wed, 16 Nov 2022 | ₺103.5b | ₺210.5b | ₺7.5b | 10x | 13.8x | 0.5x |
| Fri, 14 Oct 2022 | ₺89.1b | ₺181.1b | ₺8.2b | 9.3x | 10.8x | 0.5x |
| Sun, 11 Sep 2022 | ₺87.6b | ₺180.1b | ₺8.2b | 8.9x | 10.7x | 0.5x |
| Tue, 09 Aug 2022 | ₺81.1b | ₺173.4b | ₺7.8b | 10.9x | 10.4x | 0.5x |
| Thu, 07 Jul 2022 | ₺79.9b | ₺152.2b | ₺7.9b | 9.6x | 10.1x | 0.5x |
| Sat, 04 Jun 2022 | ₺90.7b | ₺152.2b | ₺7.9b | 9.5x | 11.5x | 0.6x |
| Mon, 02 May 2022 | ₺78.5b | ₺145.2b | ₺7.6b | 10.6x | 10.4x | 0.5x |
| Wed, 30 Mar 2022 | ₺68.6b | ₺127.4b | ₺7.2b | 10.1x | 9.5x | 0.5x |
| Fri, 25 Feb 2022 | ₺60.6b | ₺121.4b | ₺7.3b | 9.9x | 8.3x | 0.5x |
| Sun, 23 Jan 2022 | ₺65.5b | ₺112.2b | ₺7.7b | 10.7x | 8.5x | 0.6x |
| Tue, 21 Dec 2021 | ₺69.3b | ₺112.2b | ₺7.7b | 11.8x | 9x | 0.6x |
| Thu, 18 Nov 2021 | ₺57.1b | ₺112.2b | ₺7.7b | 10.3x | 7.4x | 0.5x |
| Sat, 16 Oct 2021 | ₺48.1b | ₺101.5b | ₺8.4b | 10.9x | 5.8x | 0.5x |
| Mon, 13 Sep 2021 | ₺50.8b | ₺101.5b | ₺8.4b | 12.4x | 6.1x | 0.5x |
| Wed, 11 Aug 2021 | ₺50.7b | ₺101.5b | ₺8.4b | 11x | 6.1x | 0.5x |
| Sun, 06 Jun 2021 | ₺53.4b | ₺87.5b | ₺7.5b | 14.3x | 7.1x | 0.6x |
Price to Earnings Ratio
7.1x
Current Industry PE
- Investors are optimistic on the Turkish Consumer Durables industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 16.6x which is higher than its 3-year average PE of 13.4x.
- The industry is trading close to its 3-year average PS ratio of 0.54x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 19% per year over the last three years.
- Revenues for these companies have grown 75% 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 Turkish Consumer Discretionary industry?
| TR Market | -5.71% | |
| Consumer Discretionary | -6.46% | |
| Consumer Durables | -5.62% | |
| Homebuilding | 0% | |
| Home Furnishings | -4.01% | |
| Household Appliances | -5.00% | |
| Housewares and Specialties | -7.82% | |
| Consumer Electronics | -9.66% | |
Industry PE
- Investors are most optimistic about the Housewares and Specialties industry which is trading above its 3-year average PE ratio of 35.2x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Household Appliances industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.3x.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 42% over the next 5 years.
- However this is lower than its past earnings growth rate of 72% per year.
- In contrast, the Household Appliances industry is expected to see its earnings grow by 30% 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 | |
|---|---|---|---|---|---|
| ARZUM Arzum Elektrikli Ev Aletleri Sanayi ve Ticaret | ₺69.25 | 25.1% +₺447.7m | 242.8% | PE42.1x | |
| IHEVA Ihlas Ev Aletleri Imalat Sanayi ve Ticaret | ₺4.40 | 37.1% +₺397.1m | 221.2% | PS0.7x | |
| SILVR Silverline Endustri ve Ticaret | ₺20.00 | 0.6% +₺5.4m | 55.9% | PS0.5x | |
| BRKO Birko Birlesik Koyunlulular Mensucat Ticaret ve Sanayi | ₺10.00 | 0.2% +₺2.4m | 151.3% | PE5.8x |