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The SPAR Group LtdJSE:SPP Aktienübersicht

Marktkapitalisierung R11.5b
Aktienkurs
R59.79
R103.34
42.1% unterbewertet intrinsischer Abschlag
1Y-48.4%
7D-3.1%
Wert des Portfolios
Siehe

The SPAR Group Ltd

JSE:SPP Lagerbericht

Marktkapitalisierung: R11.5b

SPAR Group (SPP) Aktienübersicht

Die SPAR-Gruppe Ltd. ist im Großhandel und Vertrieb von Waren und Dienstleistungen an Lebensmittelgeschäfte und andere Einzelhandelsgeschäfte in Südafrika und international tätig. Mehr Details

SPP grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung5/6
Künftiges Wachstum4/6
Vergangene Leistung0/6
Finanzielle Gesundheit3/6
Dividenden0/6

SPP Community Fair Values

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See what 24 others think this stock is worth. Follow their fair value or set your own to get alerts.

The SPAR Group Ltd Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für SPAR Group
Historische Aktienkurse
Aktueller AktienkursR59.79
52-Wochen-HochR118.91
52-Wochen-TiefR59.16
Beta0.18
1 Monat Veränderung-9.05%
3 Monate Veränderung-28.73%
1 Jahr Veränderung-48.35%
3 Jahre Veränderung-53.39%
5 Jahre Veränderung-68.23%
Veränderung seit IPO198.95%

Aktuelle Nachrichten und Updates

Narrativ-Update May 06

SPP: Leadership Transition And Governance Focus Will Support Future Share Price Rebound

Analysts have trimmed their price target for SPAR Group from ZAR107.09 to ZAR103.34, citing small adjustments to fair value inputs such as the discount rate, revenue growth expectations, profit margin assumptions and the future P/E multiple. What's in the News Group CEO Angelo Swartz has resigned, with his role ending on 28 February 2026 after 19 years at SPAR Group.
Narrativ-Update Apr 20

SPP: Leadership Changes And Higher Future P/E Will Support Long-Term Upside

Analysts now hold SPAR Group's fair value steady at ZAR146.00 per share, with updated assumptions reflecting slightly higher expected revenue growth, a lower profit margin and a higher future P/E multiple that together support this unchanged price target. What's in the News Group CEO Angelo Swartz has resigned, effective 28 February 2026, after 19 years with SPAR Group, during which he led operational stabilization, portfolio simplification and balance sheet strengthening (Key Developments).
Narrativ-Update Apr 06

SPP: Leadership Transition And Capital Discipline Will Support Future Share Price Rebound

Analysts have adjusted their price target on SPAR Group to ZAR107.09 from ZAR136.69, reflecting updated assumptions for a slightly higher discount rate, firmer revenue growth, a lower profit margin, and a modestly higher future P/E multiple. What's in the News Group CEO Angelo Swartz has resigned, effective 28 February 2026, after 19 years with SPAR Group, with a transition period to support ongoing projects (Key Developments).
Narrativ-Update Mar 23

SPP: Leadership Changes And Margin Recovery Will Drive Future Upside Potential

Analysts have kept their ZAR 81.00 price target for SPAR Group unchanged, indicating that only small adjustments in the discount rate, revenue growth, profit margin and future P/E assumptions have been made, rather than a major shift in their overall view. What's in the News Group CEO Angelo Swartz has resigned effective 28 February 2026 after 19 years at SPAR, with the board highlighting his role in operational stabilization, portfolio simplification and balance sheet strengthening during his tenure (Key Developments).
Narrativ-Update Mar 09

SPP: Leadership Transition And Margin Recovery Efforts Will Shape Future Risk Profile

Analysts have reduced their price target on SPAR Group from ZAR104 to ZAR81. This reflects updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples.

Recent updates

Narrativ-Update May 06

SPP: Leadership Transition And Governance Focus Will Support Future Share Price Rebound

Analysts have trimmed their price target for SPAR Group from ZAR107.09 to ZAR103.34, citing small adjustments to fair value inputs such as the discount rate, revenue growth expectations, profit margin assumptions and the future P/E multiple. What's in the News Group CEO Angelo Swartz has resigned, with his role ending on 28 February 2026 after 19 years at SPAR Group.
Narrativ-Update Apr 20

SPP: Leadership Changes And Higher Future P/E Will Support Long-Term Upside

Analysts now hold SPAR Group's fair value steady at ZAR146.00 per share, with updated assumptions reflecting slightly higher expected revenue growth, a lower profit margin and a higher future P/E multiple that together support this unchanged price target. What's in the News Group CEO Angelo Swartz has resigned, effective 28 February 2026, after 19 years with SPAR Group, during which he led operational stabilization, portfolio simplification and balance sheet strengthening (Key Developments).
Narrativ-Update Apr 06

SPP: Leadership Transition And Capital Discipline Will Support Future Share Price Rebound

Analysts have adjusted their price target on SPAR Group to ZAR107.09 from ZAR136.69, reflecting updated assumptions for a slightly higher discount rate, firmer revenue growth, a lower profit margin, and a modestly higher future P/E multiple. What's in the News Group CEO Angelo Swartz has resigned, effective 28 February 2026, after 19 years with SPAR Group, with a transition period to support ongoing projects (Key Developments).
Narrativ-Update Mar 23

SPP: Leadership Changes And Margin Recovery Will Drive Future Upside Potential

Analysts have kept their ZAR 81.00 price target for SPAR Group unchanged, indicating that only small adjustments in the discount rate, revenue growth, profit margin and future P/E assumptions have been made, rather than a major shift in their overall view. What's in the News Group CEO Angelo Swartz has resigned effective 28 February 2026 after 19 years at SPAR, with the board highlighting his role in operational stabilization, portfolio simplification and balance sheet strengthening during his tenure (Key Developments).
Narrativ-Update Mar 09

SPP: Leadership Transition And Margin Recovery Efforts Will Shape Future Risk Profile

Analysts have reduced their price target on SPAR Group from ZAR104 to ZAR81. This reflects updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples.
Narrativ-Update Feb 23

SPP: Leadership Transition And Refined Assumptions Will Support Long-Term Upside

Analysts have nudged their price target for SPAR Group slightly higher to ZAR146.0 from ZAR145.5, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Group CEO Angelo Swartz has resigned, effective 28 February 2026, after 19 years with SPAR Group.
Narrativ-Update Feb 08

SPP: Maintained Fair Value And Lower Discount Rate Will Support Long-Term Upside

Analysts have maintained their fair value estimate for SPAR Group at $145.50. Small adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E have fed into this unchanged price target, indicating that their overall view on the stock remains broadly consistent with prior analysis.
Narrativ-Update Jan 25

SPP: Higher Discount Rate Will Still Support Attractive Long Term Returns

Analysts have adjusted their price target on SPAR Group to $145.50 from $171.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News SPAR Group issued earnings guidance for the 52 weeks ending 26 September 2025, giving investors a fresh reference point for its expected performance over that period (company guidance).
Narrativ-Update Jan 11

SPP: Earnings Guidance Range Will Shape Risk Profile And Margin Expectations

Analysts have kept their fair value estimate for SPAR Group unchanged at $104.00. Only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions were made to support this same price target.
Analyseartikel Dec 20

SPAR Group's (JSE:SPP) Soft Earnings Are Actually Better Than They Appear

Investors were disappointed with the weak earnings posted by The SPAR Group Ltd ( JSE:SPP ). While the headline numbers...
Narrativ-Update Dec 19

SPP: Earnings Reset Will Define Risk Profile Amid Modest Margin Outlook

Analysts have trimmed their price target on SPAR Group to $104.00 from $111.00, reflecting slightly higher perceived risk despite modestly improved growth and margin expectations. What's in the News SPAR Group issued earnings guidance for the 52 weeks ending September 26, 2025, projecting EPS of 375.4 to 458.9 cents per share, significantly below the prior year's 834.3 cents per share (company guidance).
Analyseartikel Dec 11

Is SPAR Group (JSE:SPP) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Narrativ-Update Dec 05

SPP: Steady Margins And Earnings Reset Will Support Future Share Price Rebound

Analysts have nudged their price target for SPAR Group slightly higher to approximately $136.69 per share, citing modest adjustments to discount rate and future earnings multiple assumptions while leaving fair value essentially unchanged. What's in the News Issued earnings guidance for the 52 weeks ending 26 September 2025, projecting EPS of 375.4 to 458.9 cents per share, less than half of the 834.3 cents reported a year earlier (company guidance) Guided diluted EPS to a range of 375.3 to 458.7 cents per share for fiscal 2025, down from 834.0 cents per share in the prior year, signaling a sharp earnings reset (company guidance) The widened EPS ranges for 2025 highlight management's caution around operating conditions and execution, even as the business maintains visibility on near term profitability (company guidance) Valuation Changes Fair Value: Unchanged at approximately ZAR 136.69 per share, indicating no material shift in the intrinsic value estimate.
Narrativ-Update Nov 21

SPP: Improved Margin Outlook Will Drive Renewed Share Price Optimism

Analysts have slightly lowered their fair value estimate for SPAR Group from $137.08 to $136.69, citing moderated revenue growth but improved profit margin expectations. Valuation Changes The Fair Value Estimate was reduced slightly from ZAR137.08 to ZAR136.69.
Narrativ-Update Nov 01

SPP: Operational Efficiencies And company2U Expansion Will Strengthen Future Performance

Narrative Update on SPAR Group Analysts have maintained their price target for SPAR Group at $137.08 per share. They cite consistent revenue growth estimates and stable profit margin expectations as supporting factors behind the unchanged outlook.
Narrativ-Update Oct 18

Operational Efficiencies And company2U Expansion Will Strengthen Future Performance

Analysts have maintained their price target for SPAR Group at $137.08. They cited minimal recent shifts in revenue growth, profit margin, and discount rate assumptions.
Narrativ-Update Oct 03

Operational Efficiencies And company2U Expansion Will Strengthen Future Performance

Analysts have lowered their price target for SPAR Group from $144.42 to $137.08. They cite modestly reduced expectations for revenue growth, even though there is a slight improvement in projected profit margins.
Analyseartikel Sep 04

SPAR Group (JSE:SPP) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyseartikel Jun 12

Solid Earnings Reflect SPAR Group's (JSE:SPP) Strength As A Business

Even though The SPAR Group Ltd's ( JSE:SPP ) recent earnings release was robust, the market didn't seem to notice. Our...
Analyseartikel Jun 11

What Does The Future Hold For The SPAR Group Ltd (JSE:SPP)? These Analysts Have Been Cutting Their Estimates

Market forces rained on the parade of The SPAR Group Ltd ( JSE:SPP ) shareholders today, when the analysts downgraded...
Analyseartikel May 03

The SPAR Group Ltd (JSE:SPP) Not Lagging Market On Growth Or Pricing

With a price-to-earnings (or "P/E") ratio of 13.7x The SPAR Group Ltd ( JSE:SPP ) may be sending very bearish signals...
Analyseartikel Apr 04

Here's What's Concerning About SPAR Group's (JSE:SPP) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
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Neues Narrativ Mar 14

Operational Efficiencies And company2U Expansion Will Strengthen Future Performance

Enhancements in operational efficiencies and strategic exits are geared towards better margins and increased investor confidence through improved financial metrics.
Analyseartikel Feb 08

Is SPAR Group (JSE:SPP) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Aktionärsrenditen

SPPZA Consumer RetailingZA Markt
7D-3.1%-0.9%-1.7%
1Y-48.4%-8.8%19.7%

Rendite im Vergleich zur Industrie: SPP unter dem Niveau der Branche ZA Consumer Retailing , die im vergangenen Jahr eine Rendite von -8.8% erzielte.

Rendite vs. Markt: SPP hinter dem Markt ZA zurück, der im vergangenen Jahr eine Rendite von 19.7 erzielte.

Preisvolatilität

Is SPP's price volatile compared to industry and market?
SPP volatility
SPP Average Weekly Movement6.0%
Consumer Retailing Industry Average Movement4.4%
Market Average Movement5.0%
10% most volatile stocks in ZA Market10.7%
10% least volatile stocks in ZA Market3.3%

Stabiler Aktienkurs: SPP hatte in den letzten 3 Monaten im Vergleich zum ZA -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: SPPDie wöchentliche Volatilität (6%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
1932n/aMoegamat Isaacswww.spar.co.za

Die SPAR-Gruppe Ltd ist im Großhandel und Vertrieb von Waren und Dienstleistungen an Lebensmittelgeschäfte und andere Einzelhandelsgeschäfte in Südafrika und international tätig. Das Unternehmen bietet Frischwaren, Bäckerei, Metzgerei, Feinkost, Fertiggerichte, Mahlzeitenersatz für zu Hause, Lebensmittel, allgemeine Waren, Backwaren, Spirituosen, Bau- und Eisenwaren, Kaffee, Drogerie- und Gesundheitsprodukte, Süßwaren, Gesundheit und Schönheit, Tiefkühlkost, Catering-Produkte, Weine und Non-Food-Artikel. Die SPAR-Gruppe Ltd betreibt Märkte unter den Marken Bean Tree, PHARMACY at SPAR, Chikka Chicken, SPAR Freshline & SPAR Bakery, Good Living, McCoy Pies, SaveMor, SPAR Products, SPAR Signature Selection, SPAR Butchery, SPAR Express und The Food Stall.

The SPAR Group Ltd's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von SPAR Group im Vergleich zum Marktanteil des Unternehmens?
SPP grundlegende Statistiken
MarktanteilR11.51b
Gewinn(TTM)R819.80m
Umsatz(TTM)R131.46b
14.0x
Kurs-Gewinn-Verhältnis
0.1x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
SPP Gewinn- und Verlustrechnung (TTM)
EinnahmenR131.46b
Kosten der EinnahmenR117.31b
BruttogewinnR14.14b
Sonstige AusgabenR13.33b
GewinnR819.80m

Zuletzt gemeldete Gewinne

Sep 26, 2025

Datum des nächsten Gewinnberichts

Jun 10, 2026

Gewinn per Aktie (EPS)4.26
Bruttomarge10.76%
Nettogewinnspanne0.62%
Schulden/Eigenkapital-Verhältnis145.5%

Wie hat sich SPP auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/21 13:09
Aktienkurs zum Tagesende2026/05/20 00:00
Gewinne2025/09/26
Jährliche Einnahmen2025/09/26

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

The SPAR Group Ltd wird von 17 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Darren CohnAbsa Bank Limited
Victor DimaArqaam Capital Research Offshore S.A.L.
Michael de NobregaAvior Capital Markets