Boxer Retail（BOX）株式概要ボクサー・リテール・リミテッドは南アフリカとエスワティニでスーパーマーケットチェーンを展開している。 詳細BOX ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長3/6過去の実績6/6財務の健全性4/6配当金0/6報酬収益は年間12.78%増加すると予測されています 過去1年間で収益は12.5%増加しました リスク分析リスクチェックの結果、BOX 、リスクは検出されなかった。すべてのリスクチェックを見るBOX Community Fair Values Create NarrativeSee what 22 others think this stock is worth. Follow their fair value or set your own to get alerts.NEW492,272 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG492,272 investors already sharing narrativesYour Fair ValueRCurrent PriceR79.4026.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture079b2016201920222025202620282031Revenue R78.6bEarnings R2.6bAdvancedSet Fair ValueView all narrativesBoxer Retail Limited 競合他社Shoprite HoldingsSymbol: JSE:SHPMarket cap: R153.4bKAL GroupSymbol: JSE:KALMarket cap: R3.4bDis-Chem PharmaciesSymbol: JSE:DCPMarket cap: R27.9bClicks GroupSymbol: JSE:CLSMarket cap: R52.6b価格と性能株価の高値、安値、推移の概要Boxer Retail過去の株価現在の株価R79.4052週高値R90.5952週安値R63.55ベータ01ヶ月の変化-0.13%3ヶ月変化11.42%1年変化10.28%3年間の変化n/a5年間の変化n/aIPOからの変化25.02%最新ニュースお知らせ • Jul 07Boxer Retail Limited to Report First Half, 2027 Results on Oct 12, 2026Boxer Retail Limited announced that they will report first half, 2027 results on Oct 12, 2026お知らせ • Jul 01Boxer Retail Limited, Annual General Meeting, Jul 28, 2026Boxer Retail Limited, Annual General Meeting, Jul 28, 2026.お知らせ • May 21Boxer Retail Limited has completed a Follow-on Equity Offering in the amount of ZAR 4.6986 billion.Boxer Retail Limited has completed a Follow-on Equity Offering in the amount of ZAR 4.6986 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 57,300,000 Price\Range: ZAR 82 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listingお知らせ • May 20Boxer Retail Limited has filed a Follow-on Equity Offering in the amount of ZAR 4.7 billion.Boxer Retail Limited has filed a Follow-on Equity Offering in the amount of ZAR 4.7 billion. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: Regulation S; Rule 144A; Subsequent Direct ListingUpcoming Dividend • May 20Upcoming dividend of R0.95 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (2.6%).Price Target Changed • May 15Price target increased by 13% to R90.50Up from R79.83, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of R87.50. Stock is up 37% over the past year. The company is forecast to post earnings per share of R3.90 for next year compared to R3.44 last year.最新情報をもっと見るRecent updatesお知らせ • Jul 07Boxer Retail Limited to Report First Half, 2027 Results on Oct 12, 2026Boxer Retail Limited announced that they will report first half, 2027 results on Oct 12, 2026お知らせ • Jul 01Boxer Retail Limited, Annual General Meeting, Jul 28, 2026Boxer Retail Limited, Annual General Meeting, Jul 28, 2026.お知らせ • May 21Boxer Retail Limited has completed a Follow-on Equity Offering in the amount of ZAR 4.6986 billion.Boxer Retail Limited has completed a Follow-on Equity Offering in the amount of ZAR 4.6986 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 57,300,000 Price\Range: ZAR 82 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listingお知らせ • May 20Boxer Retail Limited has filed a Follow-on Equity Offering in the amount of ZAR 4.7 billion.Boxer Retail Limited has filed a Follow-on Equity Offering in the amount of ZAR 4.7 billion. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: Regulation S; Rule 144A; Subsequent Direct ListingUpcoming Dividend • May 20Upcoming dividend of R0.95 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (2.6%).Price Target Changed • May 15Price target increased by 13% to R90.50Up from R79.83, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of R87.50. Stock is up 37% over the past year. The company is forecast to post earnings per share of R3.90 for next year compared to R3.44 last year.Reported Earnings • May 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: R3.44. Revenue: R46.7b (up 10% from FY 2025). Net income: R1.56b (up 13% from FY 2025). Profit margin: 3.3% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Consumer Retailing industry in South Africa.お知らせ • Feb 21Boxer Retail Limited Announces Board and Committee ChangesBoxer Retail Limited announced that James Formby will step down as Chair of the Company with effect from February 28, 2026, and will remain on the Board as a non-independent non-executive director. Sean Summers, currently Chief Executive Officer of Pick n Pay Stores Limited and a non-executive director of the Company, has been appointed as non-independent, non-executive Chair of Boxer, with effect from March 1, 2026. In connection with this change in Chairmanship, Sean Summers will step down as a member of the Company’s Remuneration Committee, with effect from March 1, 2026. James Formby will be appointed as a member of the Remuneration Committee with effect from the same date. Charlotte Maponya will continue to serve as Lead Independent Director of the Company.分析記事 • Jan 13Boxer Retail (JSE:BOX) Looks To Prolong Its Impressive ReturnsIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Oct 14First half 2026 earnings released: EPS: R1.11 (vs R1.64 in 1H 2025)First half 2026 results: EPS: R1.11. Revenue: R22.5b (up 14% from 1H 2025). Net income: R502.0m (up 2.2% from 1H 2025). Profit margin: 2.2% (down from 2.5% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Consumer Retailing industry in South Africa.お知らせ • Oct 13Boxer Retail Limited Declares an Inaugural Interim Dividend, Payable on 8 December 2025The Board of Boxer Retail Limited has declared an inaugural interim dividend of 45.30 cents per share. This is in line with the prelisting statement, whereby the Board communicated its intention to pay a dividend from fiscal year 2026 on a payout ratio of 40% of Headline earnings per share. The dividend will be paid on 8 December 2025. Last date to trade (CUM dividend) is2 December 2025. Ex Dividend date is 3 December 2025. Record date is 5 December 2025.お知らせ • Sep 29Boxer Retail Limited to Report First Half, 2026 Results on Oct 13, 2025Boxer Retail Limited announced that they will report first half, 2026 results on Oct 13, 2025分析記事 • Sep 26There's Reason For Concern Over Boxer Retail Limited's (JSE:BOX) PriceBoxer Retail Limited's ( JSE:BOX ) price-to-earnings (or "P/E") ratio of 21x might make it look like a strong sell...お知らせ • Jul 02Boxer Retail Limited, Annual General Meeting, Jul 29, 2025Boxer Retail Limited, Annual General Meeting, Jul 29, 2025.分析記事 • Jun 26Is Boxer Retail (JSE:BOX) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • May 31Unpleasant Surprises Could Be In Store For Boxer Retail Limited's (JSE:BOX) SharesWhen close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") below 8x, you may consider...Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: R4.07 (down from R40.59 in FY 2024). Revenue: R42.3b (up 13% from FY 2024). Net income: R1.38b (flat on FY 2024). Profit margin: 3.3% (down from 3.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Retailing industry in South Africa.Board Change • Dec 04High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Sean Summers is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.株主還元BOXZA Consumer RetailingZA 市場7D-5.6%-2.6%-0.8%1Y10.3%-8.8%12.6%株主還元を見る業界別リターン: BOX過去 1 年間で-8.8 % の収益を上げたZA Consumer Retailing業界を上回りました。リターン対市場: BOXは、過去 1 年間で12.6 % のリターンを上げたZA市場を下回りました。価格変動Is BOX's price volatile compared to industry and market?BOX volatilityBOX Average Weekly Movement4.7%Consumer Retailing Industry Average Movement4.5%Market Average Movement4.5%10% most volatile stocks in ZA Market9.6%10% least volatile stocks in ZA Market2.7%安定した株価: BOX 、 ZA市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: BOXの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト197735,314Marek Masojadawww.boxer.co.zaボクサー・リテール社は南アフリカとエスワティニでスーパーマーケット・チェーンを展開している。トウモロコシ粕、米、サンプ、砂糖、油、豆類などの日用品や、精肉、ベーカリー、惣菜、青果、健康・美容用品、雑貨からなる生鮮食品、生鮮食品を提供している。同社は1977年に設立され、南アフリカのウェストビルに本社を置く。Boxer Retail Limited は Pick n Pay Retailers Proprietary Limited の子会社として運営されている。もっと見るBoxer Retail Limited 基礎のまとめBoxer Retail の収益と売上を時価総額と比較するとどうか。BOX 基礎統計学時価総額R35.94b収益（TTM）R1.56b売上高(TTM)R46.68b23.1xPER（株価収益率0.8xP/SレシオBOX は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計BOX 損益計算書（TTM）収益R46.68b売上原価R36.61b売上総利益R10.07bその他の費用R8.52b収益R1.56b直近の収益報告Mar 01, 2026次回決算日Oct 12, 2026一株当たり利益（EPS）3.44グロス・マージン21.58%純利益率3.33%有利子負債／自己資本比率6.0%BOX の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.8%現在の配当利回り41%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/12 19:37終値2026/07/10 00:00収益2026/03/01年間収益2026/03/01データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Boxer Retail Limited 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Darren CohnAbsa Bank LimitedMichael de NobregaAvior Capital MarketsMichael JacksBofA Global Research7 その他のアナリストを表示
お知らせ • Jul 07Boxer Retail Limited to Report First Half, 2027 Results on Oct 12, 2026Boxer Retail Limited announced that they will report first half, 2027 results on Oct 12, 2026
お知らせ • Jul 01Boxer Retail Limited, Annual General Meeting, Jul 28, 2026Boxer Retail Limited, Annual General Meeting, Jul 28, 2026.
お知らせ • May 21Boxer Retail Limited has completed a Follow-on Equity Offering in the amount of ZAR 4.6986 billion.Boxer Retail Limited has completed a Follow-on Equity Offering in the amount of ZAR 4.6986 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 57,300,000 Price\Range: ZAR 82 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing
お知らせ • May 20Boxer Retail Limited has filed a Follow-on Equity Offering in the amount of ZAR 4.7 billion.Boxer Retail Limited has filed a Follow-on Equity Offering in the amount of ZAR 4.7 billion. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing
Upcoming Dividend • May 20Upcoming dividend of R0.95 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (2.6%).
Price Target Changed • May 15Price target increased by 13% to R90.50Up from R79.83, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of R87.50. Stock is up 37% over the past year. The company is forecast to post earnings per share of R3.90 for next year compared to R3.44 last year.
お知らせ • Jul 07Boxer Retail Limited to Report First Half, 2027 Results on Oct 12, 2026Boxer Retail Limited announced that they will report first half, 2027 results on Oct 12, 2026
お知らせ • Jul 01Boxer Retail Limited, Annual General Meeting, Jul 28, 2026Boxer Retail Limited, Annual General Meeting, Jul 28, 2026.
お知らせ • May 21Boxer Retail Limited has completed a Follow-on Equity Offering in the amount of ZAR 4.6986 billion.Boxer Retail Limited has completed a Follow-on Equity Offering in the amount of ZAR 4.6986 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 57,300,000 Price\Range: ZAR 82 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing
お知らせ • May 20Boxer Retail Limited has filed a Follow-on Equity Offering in the amount of ZAR 4.7 billion.Boxer Retail Limited has filed a Follow-on Equity Offering in the amount of ZAR 4.7 billion. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing
Upcoming Dividend • May 20Upcoming dividend of R0.95 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (2.6%).
Price Target Changed • May 15Price target increased by 13% to R90.50Up from R79.83, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of R87.50. Stock is up 37% over the past year. The company is forecast to post earnings per share of R3.90 for next year compared to R3.44 last year.
Reported Earnings • May 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: R3.44. Revenue: R46.7b (up 10% from FY 2025). Net income: R1.56b (up 13% from FY 2025). Profit margin: 3.3% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Consumer Retailing industry in South Africa.
お知らせ • Feb 21Boxer Retail Limited Announces Board and Committee ChangesBoxer Retail Limited announced that James Formby will step down as Chair of the Company with effect from February 28, 2026, and will remain on the Board as a non-independent non-executive director. Sean Summers, currently Chief Executive Officer of Pick n Pay Stores Limited and a non-executive director of the Company, has been appointed as non-independent, non-executive Chair of Boxer, with effect from March 1, 2026. In connection with this change in Chairmanship, Sean Summers will step down as a member of the Company’s Remuneration Committee, with effect from March 1, 2026. James Formby will be appointed as a member of the Remuneration Committee with effect from the same date. Charlotte Maponya will continue to serve as Lead Independent Director of the Company.
分析記事 • Jan 13Boxer Retail (JSE:BOX) Looks To Prolong Its Impressive ReturnsIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Oct 14First half 2026 earnings released: EPS: R1.11 (vs R1.64 in 1H 2025)First half 2026 results: EPS: R1.11. Revenue: R22.5b (up 14% from 1H 2025). Net income: R502.0m (up 2.2% from 1H 2025). Profit margin: 2.2% (down from 2.5% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Consumer Retailing industry in South Africa.
お知らせ • Oct 13Boxer Retail Limited Declares an Inaugural Interim Dividend, Payable on 8 December 2025The Board of Boxer Retail Limited has declared an inaugural interim dividend of 45.30 cents per share. This is in line with the prelisting statement, whereby the Board communicated its intention to pay a dividend from fiscal year 2026 on a payout ratio of 40% of Headline earnings per share. The dividend will be paid on 8 December 2025. Last date to trade (CUM dividend) is2 December 2025. Ex Dividend date is 3 December 2025. Record date is 5 December 2025.
お知らせ • Sep 29Boxer Retail Limited to Report First Half, 2026 Results on Oct 13, 2025Boxer Retail Limited announced that they will report first half, 2026 results on Oct 13, 2025
分析記事 • Sep 26There's Reason For Concern Over Boxer Retail Limited's (JSE:BOX) PriceBoxer Retail Limited's ( JSE:BOX ) price-to-earnings (or "P/E") ratio of 21x might make it look like a strong sell...
お知らせ • Jul 02Boxer Retail Limited, Annual General Meeting, Jul 29, 2025Boxer Retail Limited, Annual General Meeting, Jul 29, 2025.
分析記事 • Jun 26Is Boxer Retail (JSE:BOX) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • May 31Unpleasant Surprises Could Be In Store For Boxer Retail Limited's (JSE:BOX) SharesWhen close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") below 8x, you may consider...
Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: R4.07 (down from R40.59 in FY 2024). Revenue: R42.3b (up 13% from FY 2024). Net income: R1.38b (flat on FY 2024). Profit margin: 3.3% (down from 3.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Retailing industry in South Africa.
Board Change • Dec 04High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Sean Summers is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
