We Think EOH Holdings (JSE:EOH) Is Taking Some Risk With Its Debt
Apr 30
South African (JSE) IT Consulting Industry Analysis
UpdatedMay 03, 2024
DataAggregated Company Financials
Companies7
- 7D0.7%
- 3M0.9%
- 1Y-12.2%
- YTDn/a
Over the last 7 days, the IT Consulting industry has remained flat, although notably EOH Holdings gained 11%. As for the longer term, the industry has declined 14% in the last year.
Industry Valuation and Performance
Has the South African IT Consulting Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 03 May 2024 | R7.6b | R21.4b | -R419,068,660.00 | 12x | -18.1x | 0.4x |
| Sun, 31 Mar 2024 | R7.5b | R21.4b | -R420,995,660.00 | 12.2x | -17.8x | 0.3x |
| Tue, 27 Feb 2024 | R7.0b | R21.5b | -R356,907,660.00 | 12.5x | -19.6x | 0.3x |
| Thu, 25 Jan 2024 | R7.4b | R21.3b | -R358,480,085.00 | 12.8x | -20.7x | 0.3x |
| Sat, 23 Dec 2023 | R7.0b | R21.3b | -R358,480,085.00 | 9.6x | -19.5x | 0.3x |
| Mon, 20 Nov 2023 | R7.4b | R21.0b | -R158,367,034.00 | 9.9x | -46.6x | 0.4x |
| Wed, 18 Oct 2023 | R5.9b | R14.6b | -R71,823,034.00 | 10.8x | -81.8x | 0.4x |
| Fri, 15 Sep 2023 | R6.1b | R14.6b | -R76,018,034.00 | 10.9x | -80.1x | 0.4x |
| Sun, 13 Aug 2023 | R5.8b | R14.4b | -R87,939,425.00 | 10.5x | -65.8x | 0.4x |
| Tue, 11 Jul 2023 | R6.4b | R14.4b | -R579,576,425.00 | 10.5x | -11x | 0.4x |
| Thu, 08 Jun 2023 | R6.5b | R13.6b | -R488,589,109.00 | 10.3x | -13.3x | 0.5x |
| Sat, 06 May 2023 | R7.6b | R13.4b | -R387,675,109.00 | 11.4x | -19.6x | 0.6x |
| Mon, 03 Apr 2023 | R7.4b | R13.3b | -R387,033,145.00 | 10.9x | -19x | 0.6x |
| Wed, 01 Mar 2023 | R7.0b | R13.2b | -R387,164,145.00 | 10.7x | -18x | 0.5x |
| Fri, 27 Jan 2023 | R7.1b | R13.2b | -R387,164,145.00 | 11.5x | -18.4x | 0.5x |
| Sun, 25 Dec 2022 | R7.1b | R13.2b | -R387,164,145.00 | 12.2x | -18.3x | 0.5x |
| Tue, 22 Nov 2022 | R7.3b | R13.0b | -R590,034,169.00 | 10.9x | -12.3x | 0.6x |
| Thu, 20 Oct 2022 | R7.6b | R18.6b | -R807,069,169.00 | 11.1x | -9.5x | 0.4x |
| Sat, 17 Sep 2022 | R8.2b | R18.4b | -R816,953,047.00 | 15.2x | -10x | 0.4x |
| Mon, 15 Aug 2022 | R8.0b | R18.4b | -R328,853,047.00 | 18.2x | -24.4x | 0.4x |
| Wed, 13 Jul 2022 | R7.5b | R18.4b | -R328,853,047.00 | 16.4x | -22.9x | 0.4x |
| Fri, 10 Jun 2022 | R7.8b | R18.3b | -R341,456,281.00 | 17.8x | -22.9x | 0.4x |
| Sun, 08 May 2022 | R7.8b | R17.9b | -R242,307,281.00 | 15.9x | -32.1x | 0.4x |
| Tue, 05 Apr 2022 | R7.1b | R11.5b | -R125,272,281.00 | 16.2x | -56.6x | 0.6x |
| Thu, 03 Mar 2022 | R7.0b | R11.5b | -R125,272,281.00 | 15.8x | -56.2x | 0.6x |
| Sat, 29 Jan 2022 | R6.8b | R11.5b | -R125,272,281.00 | 16.2x | -54.3x | 0.6x |
| Mon, 27 Dec 2021 | R7.3b | R12.2b | -R71,196,504.00 | 17.2x | -102.3x | 0.6x |
| Wed, 24 Nov 2021 | R7.8b | R12.1b | R90.0m | 18.8x | 87.1x | 0.6x |
| Fri, 22 Oct 2021 | R8.7b | R19.9b | -R521,187,504.00 | 19.1x | -16.6x | 0.4x |
| Sun, 19 Sep 2021 | R8.3b | R19.9b | -R505,320,214.00 | 10x | -16.5x | 0.4x |
| Tue, 17 Aug 2021 | R8.5b | R19.8b | -R646,190,344.07 | 9.5x | -13.1x | 0.4x |
| Tue, 01 Jun 2021 | R9.8b | R19.8b | -R646,190,344.07 | 9x | -15.1x | 0.5x |
Price to Earnings Ratio
-15.5x
Current Industry PE
- Investors are pessimistic on the South African IT Consulting and Other Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading close to its 3-year average PS ratio of 0.46x.
Past Earnings Growth
- The earnings for companies in the IT Consulting and Other Services industry have improved over the last three years.
- Revenues for these companies have grown 2.6% per year.
- This means that more sales are being generated by these companies overall, and subsequently losses are decreasing too.
Industry Comparison
How does South African IT Consulting compare with similar industries?
| ZA Market | 3.08% | |
| Tech | 4.62% | |
| IT | 0.75% | |
| IT Consulting | 0.75% | |
| Internet Services and Infrastructure | 0% | |
| Data Processing Services | 0% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MFL Metrofile Holdings | R2.64 | 2.7% +R29.6m | -17.5% | PE8.7x | |
| EOH EOH Holdings | R1.19 | 3.5% +R25.2m | -29.2% | PS0.1x | |
| 4SI 4Sight Holdings | R0.76 | 1.3% +R5.3m | 171.4% | PE14x |
