Foschini Group (TFG) Resumen de Acciones
El Foschini Group Limited, junto con sus filiales, explota tiendas minoristas en Sudáfrica y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 5/6 |
| Dividendos | 3/6 |
TFG Community Fair Values
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Analyst Price Targets
Competidores de The Foschini Group Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | R59.39 |
| Máximo en las últimas 52 semanas | R140.70 |
| Mínimo de 52 semanas | R56.32 |
| Beta | 0.48 |
| Cambio en 1 mes | -14.71% |
| Variación en 3 meses | -31.91% |
| Cambio de 1 año | -55.81% |
| Variación en 3 años | -29.78% |
| Variación en 5 años | -56.46% |
| Variación desde la OPV | 5,727.13% |
Noticias y actualizaciones recientes
Actualización de narrativa • May 15
TFG: Softer Assumptions Will Still Support Future Upside Potential
Analysts have trimmed their price target for Foschini Group from ZAR100.93 to ZAR94.55, citing slightly softer assumptions for revenue growth, profit margins, discount rate and future P/E multiples in their updated models. Valuation Changes Fair Value: Trimmed from ZAR100.93 to ZAR94.55, reflecting a slightly more conservative overall valuation.Actualización de narrativa • Apr 27
TFG: EPS Guidance Reset And Higher Impairments Will Support Future Upside Potential
Analysts have trimmed Foschini Group's implied fair value from ZAR104.30 to about ZAR100.93, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News The Foschini Group issued earnings guidance for the year ending 31 March 2026, indicating that impairments might be up to ZAR750 million.Actualización de narrativa • Apr 11
TFG: Impairment-Driven EPS Reset Will Support Longer-Term Upside Potential
Analysts have trimmed their ZAR-based fair value estimate for Foschini Group from ZAR106.18 to about ZAR104.30, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that shareholders are advised that a reasonable degree of certainty exists that group EPS will be at least 20% lower than the prior period, at or below 784.5 cents compared with 980.6 cents for FY2025 (company guidance).Recent updates
Actualización de narrativa • May 15
TFG: Softer Assumptions Will Still Support Future Upside Potential
Analysts have trimmed their price target for Foschini Group from ZAR100.93 to ZAR94.55, citing slightly softer assumptions for revenue growth, profit margins, discount rate and future P/E multiples in their updated models. Valuation Changes Fair Value: Trimmed from ZAR100.93 to ZAR94.55, reflecting a slightly more conservative overall valuation.Actualización de narrativa • Apr 27
TFG: EPS Guidance Reset And Higher Impairments Will Support Future Upside Potential
Analysts have trimmed Foschini Group's implied fair value from ZAR104.30 to about ZAR100.93, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News The Foschini Group issued earnings guidance for the year ending 31 March 2026, indicating that impairments might be up to ZAR750 million.Actualización de narrativa • Apr 11
TFG: Impairment-Driven EPS Reset Will Support Longer-Term Upside Potential
Analysts have trimmed their ZAR-based fair value estimate for Foschini Group from ZAR106.18 to about ZAR104.30, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that shareholders are advised that a reasonable degree of certainty exists that group EPS will be at least 20% lower than the prior period, at or below 784.5 cents compared with 980.6 cents for FY2025 (company guidance).Actualización de narrativa • Mar 28
TFG: Impairment-Driven EPS Reset Will Still Support Future Upside
Analysts now place Foschini Group's fair value at ZAR106.18 per share, compared with the previous ZAR108.86. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E.Actualización de narrativa • Mar 13
TFG: Impairment-Driven Earnings Reset Will Still Support Future Upside
Analysts have maintained their ZAR price target for Foschini Group at approximately ZAR109 per share, citing only very small adjustments to inputs such as the discount rate, long term revenue growth, profit margin assumptions and the future P/E used in their valuation work. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that group earnings per share are expected to be at or below 784.5 cents compared with 980.6 cents in FY2025, with a reasonable degree of certainty that EPS will be at least 20% lower than the prior period (company guidance).Actualización de narrativa • Feb 26
TFG: Earnings Reset And Lower P/E Multiple Will Support Future Upside
The analyst price target for Foschini Group has shifted from ZAR116.21 to ZAR108.86, as analysts factor in updated fair value estimates, a slightly lower discount rate, modestly adjusted revenue growth expectations, a largely unchanged profit margin outlook, and a reduced assumed future P/E multiple. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, highlighting the impact of expected impairments of up to ZAR 750 million on results (Corporate Guidance).Actualización de narrativa • Feb 10
TFG: Hold Downgrade And Reset P/E Assumptions Will Support Future Upside
Analysts have trimmed their price expectations for Foschini Group, cutting the target to ZAR 93. They are now more cautious on the shares, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples.Actualización de narrativa • Jan 26
TFG: Hold Downgrade And Lower P/E Assumptions Will Support Future Rebound
Narrative Update Analysts have trimmed their fair value estimate for Foschini Group from ZAR 119.99 to about ZAR 116.21, reflecting a slightly higher discount rate and a lower assumed future P/E multiple, in line with a recent downgrade to Hold and a ZAR 93 price target from the Street. Analyst Commentary The recent downgrade to Hold and the ZAR 93 price target point to a more balanced view on Foschini Group, with analysts weighing both potential upside and key execution risks.Actualización de narrativa • Jan 12
TFG: Hold Downgrade And Guidance Reset Will Support Future Recovery
Analysts now see limited upside for Foschini Group, with the latest research pointing to a ZAR 93 price target and a Hold stance. This aligns with only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions.Actualización de narrativa • Dec 17
TFG: Digital And Cost Discipline Will Support Future Recovery From Cautious Downgrade
Analysts lowered their price target on Foschini Group to ZAR 93.00 from a higher prior level, reflecting a more cautious stance on the stock in light of recent valuation and risk reassessments. Analyst Commentary Analysts signaled a more neutral stance on Foschini Group following the revision to a Hold rating, highlighting a balance of supportive fundamentals and emerging risks around execution and macro headwinds.Actualización de narrativa • Dec 03
TFG: Digital Focus Will Support Long-Term Stability Despite Higher Perceived Risk
Narrative Update on Foschini Group Analysts have reduced their price target on Foschini Group to ZAR 93, reflecting a more cautious stance on the shares as updated discount rate assumptions point to slightly higher perceived risk in the company’s future cash flows. Analyst Commentary Analysts are adopting a more balanced stance on Foschini Group, with the latest move being a downgrade to Hold alongside the ZAR 93 price target.Actualización de narrativa • Nov 19
TFG: Digital Transformation Will Drive Long-Term Stability Despite Margin Pressures
Foschini Group's analyst price target has been lowered from R136.30 to R119.99. Analysts cite slower revenue growth expectations and a slightly higher discount rate in their updated outlook.Actualización de narrativa • Nov 04
TFG: Earnings Per Share Are Expected To Rebound In The Coming Year
Analysts have lowered their price target for Foschini Group from R150.40 to R136.30. This change reflects recent adjustments in profit margin forecasts and revenue growth expectations.Actualización de narrativa • Oct 21
Analysts Lower Foschini Group Price Target as Valuation and Growth Forecasts Ease
Analysts have lowered their price target for Foschini Group from R159.78 to R150.40. This change reflects a slightly softer outlook on revenue growth and profit margin expectations.
Nueva narrativa • Dec 30
White Stuff Acquisition And Bash Platform Leverage Set Stage For Earnings Surge
Strategic investments and acquisitions are expected to increase market share, revenue, and profitability across multiple regions and product categories.Artículo de análisis • Apr 13
The Foschini Group Limited's (JSE:TFG) Share Price Not Quite Adding Up
The Foschini Group Limited's ( JSE:TFG ) price-to-earnings (or "P/E") ratio of 11.1x might make it look like a sell...Artículo de análisis • Mar 29
Should You Think About Buying The Foschini Group Limited (JSE:TFG) Now?
While The Foschini Group Limited ( JSE:TFG ) might not have the largest market cap around , it saw significant share...Rentabilidad de los accionistas
| TFG | ZA Specialty Retail | Mercado ZA | |
|---|---|---|---|
| 7D | 0.5% | 1.8% | 1.4% |
| 1Y | -55.8% | -26.2% | 18.3% |
Rentabilidad vs. Industria: Los resultados de TFG fueron inferiores a los de la industria ZA Specialty Retail, que obtuvo un rendimiento del -26.2% el año pasado.
Rentabilidad vs. Mercado: TFG obtuvo unos resultados inferiores a los del mercado ZA, que fueron del 18.3% el año pasado.
Volatilidad de los precios
| TFG volatility | |
|---|---|
| TFG Average Weekly Movement | 6.6% |
| Specialty Retail Industry Average Movement | 4.9% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in ZA Market | 10.7% |
| 10% least volatile stocks in ZA Market | 3.3% |
Precio estable de las acciones: TFG no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado ZA.
Volatilidad a lo largo del tiempo: La volatilidad semanal de TFG (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1924 | n/a | Anthony Thunström | www.tfglimited.co.za |
The Foschini Group Limited, junto con sus filiales, explota tiendas minoristas en Sudáfrica y a escala internacional. La empresa opera a través de los segmentos TFG África, TFG Londres y TFG Australia. Ofrece ropa, joyas, cosméticos, teléfonos móviles y accesorios.
Resumen de fundamentos de The Foschini Group Limited
| Estadísticas fundamentales de TFG | |
|---|---|
| Capitalización bursátil | R19.23b |
| Beneficios(TTM) | R2.94b |
| Ingresos (TTM) | R61.55b |
6.6x
Ratio precio-beneficio (PE)0.3x
Ratio precio-ventas (PS)¿Está TFG sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de TFG | |
|---|---|
| Ingresos | R61.55b |
| Coste de los ingresos | R31.21b |
| Beneficio bruto | R30.34b |
| Otros gastos | R27.41b |
| Beneficios | R2.94b |
Últimos beneficios comunicados
Sep 30, 2025
Próxima fecha de beneficios
Jun 05, 2026
| Beneficios por acción (BPA) | 9.06 |
| Margen bruto | 49.30% |
| Margen de beneficio neto | 4.77% |
| Ratio deuda/patrimonio | 50.4% |
¿Cómo se ha desempeñado TFG a largo plazo?
Ver rendimiento histórico y comparativaDividendos
6.1%
Rentabilidad actual por dividendo40%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/28 04:57 |
| Precio de las acciones al final del día | 2026/05/27 00:00 |
| Beneficios | 2025/09/30 |
| Ingresos anuales | 2025/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
The Foschini Group Limited está cubierta por 18 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Darren Cohn | Absa Bank Limited |
| Victor Dima | Arqaam Capital Research Offshore S.A.L. |
| Atiyyah Vawda | Avior Capital Markets |