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South African (JSE) Hospitality Industry Analysis

UpdatedOct 30, 2023
DataAggregated Company Financials
Companies8
  • 7D-1.4%
  • 3M1.8%
  • 1Y9.4%
  • YTD2.1%

Over the last 7 days, the Hospitality industry has dropped 1.4%, driven by a pullback from Tsogo Sun of 4.4%. On the other hand Grand Parade Investments is actually up 6.3%. Over the past 12 months, the industry was up 9.4%.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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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 10.1x which is higher than its 3-year average PE of -0.90x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.99x.
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 25% 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-1.18%
Consumer Discretionary0.88%
Hospitality-1.36%
Restaurants0.032%
Leisure Facilities0%
Casinos and Gaming-0.25%
Hotels, Resorts and Cruise Lines-5.29%
Industry PE
  • Investors are most optimistic about the Restaurants industry which is trading above its 3-year average PE ratio of 0.21x.
    • 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 19.3x.
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?

CompanyLast Price7D1YValuation
GPL Grand Parade InvestmentsR3.406.3%
+R86.1m
-0.3%PE72.5x
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Latest News

CLH

R4.20

City Lodge Hotels

7D

-3.4%

1Y

0.2%

TSG

R12.00

Tsogo Sun

7D

-4.4%

1Y

4.3%

SSU

R4.72

Southern Sun

7D

-4.1%

1Y

9.8%

GPL

R3.40

Grand Parade Investments

7D

6.3%

1Y

-0.3%

SUI

R39.26

Sun International

7D

-1.9%

1Y

18.6%