View ValuationBoxer Retail 将来の成長Future 基準チェック /36Boxer Retail利益と収益がそれぞれ年間12.4%と11%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に39.3% 12.3%なると予測されています。主要情報12.4%収益成長率12.30%EPS成長率Consumer Retailing 収益成長12.9%収益成長率11.0%将来の株主資本利益率39.32%アナリストカバレッジGood最終更新日14 May 2026今後の成長に関する最新情報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.すべての更新を表示Recent updates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.業績と収益の成長予測JSE:BOX - アナリストの将来予測と過去の財務データ ( )ZAR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数2/28/202965,4962,2651,7694,05972/29/202858,6352,0262,2793,71382/28/202752,2971,7841,4383,34683/1/202646,6821,5561,6782,695N/A12/1/202546,0121,4751,8792,961N/A8/31/202545,0881,3942,0793,227N/A5/31/202543,7161,3891,7842,813N/A3/2/202542,5971,3831,4882,399N/A12/2/202441,0641,4091,3302,273N/A8/25/202439,5311,4351,1712,146N/A5/25/202438,4751,4101,4612,492N/A2/25/202437,4191,3851,7512,837N/A2/26/202331,8971,1049562,150N/A2/27/202226,5838548741,697N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BOXの予測収益成長率 (年間12.4% ) は 貯蓄率 ( 9.8% ) を上回っています。収益対市場: BOXの収益 ( 12.4% ) ZA市場 ( 15.8% ) よりも低い成長が予測されています。高成長収益: BOXの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: BOXの収益 ( 11% ) ZA市場 ( 6.9% ) よりも速いペースで成長すると予測されています。高い収益成長: BOXの収益 ( 11% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BOXの 自己資本利益率 は、3年後には高くなると予測されています ( 39.3 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-retailing 業界の高成長企業。View Past Performance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2026/05/23 05:30終値2026/05/22 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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。12 アナリスト機関Darren CohnAbsa Bank LimitedMichael de NobregaAvior Capital MarketsMichael JacksBofA Global Research9 その他のアナリストを表示
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 • 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.