Increases to Sun International Limited's (JSE:SUI) CEO Compensation Might Cool off for now
May 02
South African (JSE) Hospitality Industry Analysis
UpdatedMay 08, 2024
DataAggregated Company Financials
Companies7
- 7D-3.2%
- 3M-7.4%
- 1Y-6.0%
- YTD-8.6%
Over the last 7 days, the Hospitality industry has dropped 2.3%, driven by a pullback from Sun International of 6.0%. Overall the industry is down 7.9% in 12 months.
Industry Valuation and Performance
Has the South African Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 08 May 2024 | R38.7b | R42.4b | R4.6b | 10.6x | 8.5x | 0.9x |
| Fri, 05 Apr 2024 | R39.3b | R42.4b | R4.6b | 10.5x | 8.6x | 0.9x |
| Sun, 03 Mar 2024 | R41.0b | R42.2b | R4.3b | 12.3x | 9.6x | 1x |
| Tue, 30 Jan 2024 | R41.8b | R42.2b | R4.2b | 12.3x | 9.9x | 1x |
| Thu, 28 Dec 2023 | R43.2b | R42.2b | R4.2b | 12.5x | 10.2x | 1x |
| Sat, 25 Nov 2023 | R42.6b | R41.8b | R4.0b | 12.9x | 10.7x | 1x |
| Mon, 23 Oct 2023 | R41.5b | R40.8b | R4.1b | 11.3x | 10x | 1x |
| Wed, 20 Sep 2023 | R42.8b | R40.8b | R4.1b | 10.7x | 10.5x | 1x |
| Fri, 18 Aug 2023 | R40.5b | R39.7b | R3.9b | 11.2x | 10.3x | 1x |
| Sun, 16 Jul 2023 | R38.7b | R39.5b | R3.9b | 10.5x | 9.8x | 1x |
| Tue, 13 Jun 2023 | R41.8b | R39.5b | R3.9b | 10.9x | 10.6x | 1.1x |
| Thu, 11 May 2023 | R40.6b | R37.7b | R3.5b | 12.7x | 11.6x | 1.1x |
| Sat, 08 Apr 2023 | R43.1b | R37.7b | R3.5b | 12.4x | 12.3x | 1.1x |
| Mon, 06 Mar 2023 | R40.6b | R35.7b | R3.5b | 13x | 11.6x | 1.1x |
| Wed, 01 Feb 2023 | R40.1b | R34.9b | R3.3b | 14.7x | 12.2x | 1.1x |
| Fri, 30 Dec 2022 | R40.0b | R34.9b | R3.3b | 15.1x | 12.2x | 1.1x |
| Sun, 27 Nov 2022 | R41.9b | R33.3b | R2.8b | 14.7x | 15x | 1.3x |
| Tue, 25 Oct 2022 | R36.0b | R31.1b | R2.3b | 14x | 15.7x | 1.2x |
| Thu, 22 Sep 2022 | R37.7b | R32.3b | R1.9b | 14.1x | 19.6x | 1.2x |
| Sat, 20 Aug 2022 | R36.5b | R29.4b | R1.6b | 16.7x | 22.4x | 1.2x |
| Mon, 18 Jul 2022 | R35.0b | R29.5b | R1.6b | 16.5x | 21.5x | 1.2x |
| Wed, 15 Jun 2022 | R34.8b | R29.2b | R2.5b | 10.8x | 13.7x | 1.2x |
| Fri, 13 May 2022 | R34.4b | R27.2b | R1.3b | 13.5x | 26.5x | 1.3x |
| Sun, 10 Apr 2022 | R37.6b | R27.2b | R1.3b | 14.1x | 28.4x | 1.4x |
| Tue, 08 Mar 2022 | R33.7b | R27.0b | R1.2b | 14x | 28.6x | 1.2x |
| Thu, 03 Feb 2022 | R36.8b | R26.7b | R628.7m | 16.6x | 58.5x | 1.4x |
| Sat, 01 Jan 2022 | R38.7b | R24.4b | -R257,134,415.00 | 35.1x | -150.7x | 1.6x |
| Mon, 29 Nov 2021 | R33.3b | R24.3b | -R274,188,227.00 | 29.4x | -121.3x | 1.4x |
| Wed, 27 Oct 2021 | R38.4b | R22.6b | -R1,771,073,675.00 | 52.4x | -21.7x | 1.7x |
| Fri, 24 Sep 2021 | R31.0b | R22.1b | -R1,975,744,709.00 | 253.4x | -15.7x | 1.4x |
| Sun, 22 Aug 2021 | R30.4b | R22.2b | -R2,253,889,993.44 | 255.5x | -13.5x | 1.4x |
| Fri, 09 Jul 2021 | R28.0b | R22.2b | -R2,253,889,993.44 | 214x | -12.4x | 1.3x |
Price to Earnings Ratio
-10.8x
Current Industry PE
- Investors are optimistic on the South African Hospitality industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 8.5x which is higher than its 3-year average PE of 2.0x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.91x.
Past Earnings Growth
- Total earnings for the Hospitality industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 26% 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 South African Consumer Discretionary industry?
| ZA Market | 1.41% | |
| Consumer Discretionary | 2.42% | |
| Hospitality | -3.16% | |
| Leisure Facilities | 0% | |
| Hotels, Resorts and Cruise Lines | -1.22% | |
| Casinos and Gaming | -3.51% | |
| Restaurants | -4.40% | |
Industry PE
- Investors are most optimistic about the Restaurants industry which is trading above its 3-year average PE ratio of 5.8x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Casinos and Gaming industry, which is trading below its 3-year average of 24.7x.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CLH City Lodge Hotels | R4.17 | 0.2% +R6.0m | -0.2% | PE14.5x |