Shoprite Holdings

Sixty60 And Pingo Delivery Will Optimize Future Last-Mile Logistics

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

11 Jan 26

Views

256

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-5.4%

7D

-0.6%

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1Y

-5.4%

7D

-0.6%

You can edit this narrative until Jan 12 12:10 PM. Then, changes will post as Updates.

Author's Valuation

R329.7517.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Jan 26

Fair value Increased 0.88%

SHP: Future Upside Will Be Driven By Stable Margins And Earnings Multiples

Analysts have nudged their fair value estimate for Shoprite Holdings up from R326.88 to R329.75, citing small adjustments in the discount rate, revenue growth, profit margin and future P/E assumptions as the key drivers of this revised target. Valuation Changes Fair Value: Adjusted from ZAR326.88 to ZAR329.75, a small upward change in the estimated intrinsic value.

Shared on 24 Dec 25

SHP: Future Upside Will Be Driven By Stable Margins And Earnings Multiples

Analysts have nudged their price target on Shoprite Holdings slightly higher to approximately R326.88, reflecting marginally updated assumptions for discount rates, revenue growth, profit margins, and future valuation multiples, while maintaining their broadly positive long term outlook. Valuation Changes Fair Value: Unchanged at approximately ZAR 326.88 per share, indicating no material shift in the core valuation outcome.

Shared on 10 Dec 25

Fair value Increased 0.077%

SHP: Margin Improvements Will Drive Future Upside In The Share Price

Analysts have nudged their price target for Shoprite Holdings slightly higher, from R326.63 to R326.88, citing marginal improvements in projected profit margins, a modestly lower discount rate, and a steadier long term earnings multiple outlook. Valuation Changes The fair value estimate has risen slightly to ZAR 326.88 from ZAR 326.63, reflecting a marginal uplift in the modelled intrinsic value.

Shared on 26 Nov 25

Fair value Increased 0.41%

SHP: Dividend Hike And Margin Improvements Will Drive Share Price Higher

Narrative Update: Shoprite Holdings Analyst Price Target Adjustment Analysts have raised their price target for Shoprite Holdings from R325.29 to R326.63. This adjustment reflects minor changes to key assumptions such as revenue growth, discount rate, and profit margin.

Shared on 07 Nov 25

Fair value Increased 4.15%

SHP: Rising Dividends And Improved Margins Will Drive Future Upside

Shoprite Holdings has seen its analyst price target rise from R312.33 to R325.29. This reflects improved forecasts for revenue growth and profit margin according to analysts.

Shared on 01 May 25

Fair value Increased 1.09%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 0.39%

AnalystConsensusTarget has decreased revenue growth from 9.3% to 8.1%.

AnalystConsensusTarget Fair Value

R329.75

17.2% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

8.46%

Food and Staples Retail revenue growth rate

0.19%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

17.78%

Calculation

R10.68b

Earnings '29

x

27.25x

PE Ratio '29

=

R290.89b

Market Cap '29

R290.89b

Market Cap '29

/

540.52m

No. shares '29

=

R538.15

Share Price '29

R538.15 Share Price '29

Discounted to 2026 @ 17.77% p.a.

=

R329.43

Fair Value '26