The SPAR Group Ltd

JSE:SPP Rapport sur les actions

Capitalisation boursière : R9.9b

SPAR Group Résultats passés

Passé contrôle des critères 0/6

Les bénéfices de SPAR Group ont diminué à un taux annuel moyen de -14.9%, tandis que le secteur Consumer Retailing a vu ses bénéfices augmenter de en à 9.6% par an. Les revenus ont augmenté de en à un taux moyen de 2.9% par an. Le rendement des capitaux propres de SPAR Group est 15.4% et ses marges nettes sont de 0.6%.

Informations clés

-14.94%

Taux de croissance des bénéfices

-14.95%

Taux de croissance du BPA

Consumer Retailing Croissance de l'industrie8.21%
Taux de croissance des recettes2.92%
Rendement des fonds propres15.43%
Marge nette0.62%
Dernière mise à jour des bénéfices26 Sep 2025

Mises à jour récentes des performances passées

Article d’analyse 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...
Article d’analyse 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...

Recent updates

Mise à jour du récit Jun 08

SPP: Earnings Guidance And Margin Assumptions Will Shape Measured Upside Potential

Analysts have reduced their ZAR fair value estimate for SPAR Group from ZAR81.00 to ZAR52.00, citing updates to assumptions on the discount rate, revenue growth, profit margin and future P/E, which they believe better reflect current expectations. What's in the News SPAR Group issued earnings guidance for the 26 weeks ending 27 September 2026, indicating expected EPS in a range of ZAR0.70 to ZAR0.80 per share, according to company guidance.
Mise à jour du récit May 25

SPP: Higher Required Returns Will Eventually Support Share Price Rebound

Analysts have adjusted their price target for SPAR Group slightly lower to ZAR101.75 from ZAR103.34. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E, resulting in a modestly different view of fair value.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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).
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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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Nouveau récit 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.
Article d’analyse 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...

Ventilation des recettes et des dépenses

Comment SPAR Group gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

JSE:SPP Recettes, dépenses et bénéfices (ZAR Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
26 Sep 25131,45882013,6080
28 Mar 25151,0411,56518,7700
28 Dec 24151,6891,60718,7140
30 Sep 24130,9871,60713,0000
31 Mar 24141,3761,24015,8890
31 Dec 23143,9191,28116,9000
30 Sep 23146,4611,32217,9120
30 Jun 23143,7431,21817,5090
31 Mar 23139,5451,92016,5930
31 Dec 22137,5772,03616,2100
30 Sep 22135,6092,15215,8280
30 Jun 22133,4572,19815,4950
31 Mar 22131,3052,24415,1620
31 Dec 21129,6232,25514,9050
30 Sep 21127,9412,26614,6470
30 Jun 21128,3552,38814,5610
31 Mar 21128,7692,51114,4750
31 Dec 20126,5232,29314,1940
30 Sep 20124,2772,07513,9130
30 Jun 20119,6151,99413,0420
31 Mar 20114,9531,91312,1720
31 Dec 19112,2152,03811,5560
30 Sep 19109,4772,16310,9390
30 Jun 19107,3931,98110,7550
31 Mar 19105,3101,79910,5710
31 Dec 18103,1641,81310,3710
30 Sep 18101,0181,82710,1710
30 Jun 1899,5101,88510,0990
31 Mar 1898,0011,94210,0270
31 Dec 1796,6871,8819,7480
30 Sep 1795,3731,8219,4690
30 Jun 1795,6791,8599,1830
31 Mar 1795,9861,8988,8960
31 Dec 1693,3371,8568,1270
30 Sep 1690,6891,8157,3580
30 Jun 1684,9901,6396,3580
31 Mar 1679,2911,4635,3580
31 Dec 1576,2751,4425,1150
30 Sep 1573,2591,4214,8730
30 Jun 1569,0801,4534,4950

Des revenus de qualité: SPP a un important ponctuel perte de ZAR683.2M impactant ses 12 derniers mois de résultats financiers à 26th September, 2025.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de SPP sont inférieures à celles de l'année dernière SPP. (0.6%) sont inférieures à celles de l'année dernière (1.2%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de SPP ont diminué de 14.9% par an au cours des 5 dernières années.

Accélération de la croissance: SPP a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: SPP a enregistré une croissance négative de ses bénéfices ( -48.7% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Consumer Retailing ( 11% ).


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de SPP ( 15.4% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/18 01:27
Cours de l'action en fin de journée2026/06/17 00:00
Les revenus2025/09/26
Revenus annuels2025/09/26

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

The SPAR Group Ltd est couverte par 16 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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