Pick n Pay Stores Limited

Report azionario JSE:PIK

Capitalizzazione di mercato: R14.3b

Pick n Pay Stores Crescita futura

Criteri Future verificati 4/6

Pick n Pay Stores prevede che gli utili e i ricavi cresceranno rispettivamente di 91% e 6.5% all'anno. Si prevede che l'EPS crescerà di 94.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 8.2% in 3 anni.

Informazioni chiave

91.0%

Tasso di crescita degli utili

94.63%

Tasso di crescita dell'EPS

Consumer Retailing crescita degli utili11.6%
Tasso di crescita dei ricavi6.5%
Rendimento futuro del capitale proprio8.20%
Copertura analitica

Good

Ultimo aggiornamento21 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa Aug 20

PIK: Lower Future P/E Will Limit Returns Despite CFO Succession Plans

Analysts have lowered their Pick n Pay Stores price target from ZAR18.30 to ZAR16.00, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for Pick n Pay Stores Pick n Pay Stores announced that Chief Finance Officer Lerena Olivier plans to retire with effect from 6 August 2026, following the conclusion of the 2026 Annual General Meeting.
Aggiornamento narrativa Aug 06

nan

Analysts have trimmed their price target for Pick n Pay Stores from ZAR37.00 to about ZAR33.95, reflecting updated assumptions that combine a slightly different discount rate and revenue outlook with a lower profit margin and a higher future P/E multiple. What’s in the News for Pick n Pay Stores No recent Pick n Pay Stores specific news has been provided in the sources listed above as of 6 August 2026.
Aggiornamento narrativa Jun 28

PIK: Lower Future P/E Will Pressure Returns Despite Margin Improvement

Analysts have trimmed their price target for Pick n Pay Stores from ZAR23.60 to ZAR18.30. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples.
Aggiornamento narrativa Jun 14

PIK: Lower Discount Rate And Margin Assumptions Will Support Future Upside

Analysts have trimmed their price target on Pick n Pay Stores from ZAR26.19 to ZAR24.61 as slightly adjusted assumptions for revenue growth, discount rate, profit margin and future P/E feed into a lower fair value estimate. What's in the News No recent company specific news items, periodical coverage, or key developments were provided for Pick n Pay Stores in the supplied sources.
Aggiornamento narrativa May 31

PIK: Higher Revenue Assumptions And Richer P E Multiple Will Support Future Upside

Analysts have made a small downward adjustment to their fair value estimate for Pick n Pay Stores, trimming the price target from ZAR26.31 to about ZAR26.19 as they factor in updated assumptions on discount rates, revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value: Trimmed slightly from ZAR26.31 to ZAR26.19, indicating only a marginal adjustment to the overall valuation.
Aggiornamento narrativa May 13

PIK: Stable Assumptions On Margins And Returns Will Support Future Upside

Analysts have maintained Pick n Pay Stores’ fair value estimate at ZAR26.31 per share. They explain that only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions do not justify a change in the price target.
Aggiornamento narrativa Apr 24

PIK: Stable Margins And Refined Assumptions Will Support Future Upside

Analysts have reduced their fair value estimate for Pick n Pay Stores from ZAR27.06 to ZAR26.31, reflecting slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: Reduced slightly from ZAR27.06 to ZAR26.31.
Aggiornamento narrativa Apr 10

PIK: Higher Margin Expectations Will Support Future Upside Potential

Analysts have slightly reduced their price target for Pick n Pay Stores from ZAR27.67 to ZAR27.06, reflecting updated assumptions around discount rates, margins and future P/E expectations. Valuation Changes Fair Value: ZAR27.67 updated to ZAR27.06, a small downward adjustment in the modelled valuation per share.
Aggiornamento narrativa Mar 27

PIK: Stable Assumptions And Turnaround Efforts Will Support Future Upside Potential

Analysts have kept their ZAR 27.67 price target for Pick n Pay Stores unchanged, pointing to only minor adjustments in assumptions, such as a slightly lower discount rate and marginal tweaks to revenue growth, profit margin and future P/E expectations. Valuation Changes Fair Value: The ZAR 27.67 fair value estimate is unchanged, indicating no revision to the core valuation output.
Aggiornamento narrativa Mar 13

PIK: Steady Fair Value And Turnaround Plan Will Support Future Upside Potential

Analysts have kept their ZAR fair value estimate for Pick n Pay Stores steady at ZAR27.67, with small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. This indicates only fine tuning to their price target rationale rather than a change in conviction.
Aggiornamento narrativa Feb 27

PIK: Finance Succession And Turnaround Plan Will Support Future Upside Potential

Analysts have trimmed their price target for Pick n Pay Stores from ZAR29.49 to ZAR27.67, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Group CFO Lerena Olivier is set to step down from the CFO role at the conclusion of the 2026 AGM in August 2026, as part of long term succession planning after joining Pick n Pay in 2011 and serving as CFO since 2019 (company announcement).
Nuova narrativa Feb 14

Omnichannel Investment And Store Reset Pressures Will Eventually Support A Healthier Retail Mix

Catalysts About Pick n Pay Stores Pick n Pay Stores operates grocery, clothing and liquor retail formats, alongside a growing Boxer value chain and omnichannel offering in South Africa. What are the underlying business or industry changes driving this perspective?
Aggiornamento narrativa Feb 12

PIK: Finance Leadership Transition Will Support Turnaround And Unlock Future Upside

Analysts have trimmed their price target for Pick n Pay Stores from ZAR31.77 to ZAR29.49, citing updated assumptions that reflect slightly higher discount rates, more cautious revenue growth and profit margin expectations, and a higher projected future P/E multiple. What's in the News Group CFO Lerena Olivier plans to step down at the conclusion of the 2026 AGM in August 2026, as part of long-term succession planning, after joining Pick n Pay in 2011 and becoming Group CFO in 2019 (Key Developments).
Articolo di analisi Feb 07

Investors Appear Satisfied With Pick n Pay Stores Limited's (JSE:PIK) Prospects

There wouldn't be many who think Pick n Pay Stores Limited's ( JSE:PIK ) price-to-sales (or "P/S") ratio of 0.1x is...
Nuova narrativa Jan 30

Omnichannel And Retail Media Expansion Will Transform This Retailer Over The Next Decade

Catalysts About Pick n Pay Stores Pick n Pay Stores operates food, grocery, clothing and liquor retail formats, together with a franchise network and value-added services, primarily in South Africa. What are the underlying business or industry changes driving this perspective?
Articolo di analisi Nov 20

There Are Reasons To Feel Uneasy About Pick n Pay Stores' (JSE:PIK) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Articolo di analisi Oct 30

We Think Pick n Pay Stores (JSE:PIK) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
User avatar
Nuova narrativa Jun 01

African Urbanization And Digital Transformation Will Redefine Modern Retail

Expansion in African modern retail and increased digital adoption are driving revenue growth, operational efficiency, and enhanced customer engagement.
Articolo di analisi Apr 04

Capital Allocation Trends At Pick n Pay Stores (JSE:PIK) Aren't Ideal

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Articolo di analisi Jan 23

Pick n Pay Stores (JSE:PIK) Use Of Debt Could Be Considered Risky

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Oct 08

Pick n Pay Stores Limited (JSE:PIK) Soars 25% But It's A Story Of Risk Vs Reward

Pick n Pay Stores Limited ( JSE:PIK ) shares have had a really impressive month, gaining 25% after a shaky period...

Previsioni di crescita degli utili e dei ricavi

JSE:PIK - Stime future degli analisti e dati finanziari passati (ZAR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
2/28/2029148,6172,4841,3365,5177
2/29/2028138,8761,2076024,5649
2/28/2027127,660-130-7244,0578
3/1/2026123,152-7281,2343,228N/A
12/1/2025123,938-5661,4213,416N/A
8/31/2025124,389-4051,6213,603N/A
5/31/2025122,974-5701,0502,873N/A
3/2/2025121,893-7364652,142N/A
12/2/2024119,539-2,146-231,878N/A
8/25/2024117,185-3,557-5111,615N/A
5/25/2024116,062-3,429-3832,391N/A
2/25/2024114,938-3,301-2543,168N/A
11/25/2023113,247-1,578103,821N/A
8/27/2023111,5561452744,474N/A
5/27/2023110,0616582484,152N/A
2/26/2023108,5661,1702223,830N/A
11/26/2022106,8041,2706773,679N/A
8/28/2022105,0411,3711,1333,528N/A
5/28/2022102,3351,2931,5943,829N/A
2/27/202299,6301,2152,0554,129N/A
11/27/202198,0661,1602,1254,083N/A
8/29/202196,5011,1052,1954,036N/A
5/29/202195,5811,0362,9184,481N/A
2/28/202194,6609673,6424,927N/A
11/30/202093,2679673,6645,022N/A
8/30/202091,8759673,6855,117N/A
5/30/202091,3631,0813,2884,876N/A
3/1/202090,8521,1952,8914,636N/A
12/1/201991,3221,322N/A4,353N/A
9/1/201991,7911,449N/A4,071N/A
6/1/201990,7911,447N/A3,694N/A
3/3/201989,7911,445N/A3,317N/A
12/3/201887,3391,480N/AN/AN/A
8/26/201884,6731,417N/A3,485N/A
5/26/201883,4891,357N/A3,069N/A
2/25/201882,3061,296N/A2,653N/A
11/25/201781,0161,196N/AN/AN/A
8/27/201779,7261,095N/A1,961N/A
5/27/201778,6061,153N/A1,771N/A
2/26/201777,4861,210N/A1,580N/A
11/26/201676,2161,159N/A2,080N/A
8/28/201674,9461,108N/A2,580N/A
5/28/201673,6961,079N/A2,827N/A
2/28/201672,4451,049N/A3,073N/A
11/28/201571,066980N/A2,744N/A
8/30/201569,686911N/A2,415N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che PIK diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 9.7% ).

Guadagni vs Mercato: Si prevede che PIK diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede PIK diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di PIK ( 6.5% all'anno) crescerà più rapidamente del mercato ZA ( 5.2% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di PIK ( 6.5% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di PIK sarà basso tra 3 anni ( 8.2 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/24 10:03
Prezzo dell'azione a fine giornata2026/08/21 00:00
Utili2026/03/01
Utili annuali2026/03/01

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Pick n Pay Stores Limited è coperta da 19 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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