SPAR Group（SPP）株式概要
SPAR Group Ltd.は、南アフリカ国内および国際的な食料品店やその他グループ小売店への商品およびサービスの卸売・販売に従事している。 詳細
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Analyst Price Targets
The SPAR Group Ltd 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | R58.90 |
| 52週高値 | R118.91 |
| 52週安値 | R58.54 |
| ベータ | 0.18 |
| 1ヶ月の変化 | -9.08% |
| 3ヶ月変化 | -29.79% |
| 1年変化 | -49.32% |
| 3年間の変化 | -54.72% |
| 5年間の変化 | -68.96% |
| IPOからの変化 | 194.50% |
最新ニュース
ナラティブの更新 • 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.
ナラティブの更新 • 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).ナラティブの更新 • 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).
ナラティブの更新 • 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).ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...株主還元
| SPP | ZA Consumer Retailing | ZA 市場 | |
|---|---|---|---|
| 7D | -4.7% | -0.7% | -0.2% |
| 1Y | -49.3% | -9.2% | 18.5% |
業界別リターン: SPP過去 1 年間で-9.2 % の収益を上げたZA Consumer Retailing業界を下回りました。
リターン対市場: SPPは、過去 1 年間で18.5 % のリターンを上げたZA市場を下回りました。
価格変動
| SPP volatility | |
|---|---|
| SPP Average Weekly Movement | 5.9% |
| Consumer Retailing Industry Average Movement | 4.3% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in ZA Market | 10.6% |
| 10% least volatile stocks in ZA Market | 3.4% |
安定した株価: SPP 、 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: SPPの 週次ボラティリティ ( 6% ) 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 |
|---|---|---|---|
| 1932 | n/a | Moegamat Isaacs | www.spar.co.za |
SPARグループは、南アフリカ国内および国際的な食料品店やその他グループ小売店への商品およびサービスの卸売りと販売を行っている。生鮮食料品、店内ベーカリー、精肉店、惣菜店、調理済み食品、家庭用代替食品、食料雑貨、焼き菓子、酒類、建築・金物製品、コーヒー、調剤薬局・健康関連商品、菓子、健康・美容関連商品、冷凍食品、ケータリング商品、ワイン、非食品などを提供している。SPARグループは、Bean Tree、PHARMACY at SPAR、Chikka Chicken、SPAR Freshline & SPAR Bakery、Good Living、McCoy Pies、SaveMor、SPAR Products、SPAR Signature Selection、SPAR Butchery、SPAR Express、The Food Stallのブランドで店舗を展開している。同社は1932年に設立され、本社は南アフリカのピネタウンにある。
The SPAR Group Ltd 基礎のまとめ
| SPP 基礎統計学 | |
|---|---|
| 時価総額 | R11.34b |
| 収益（TTM） | R819.80m |
| 売上高(TTM) | R131.46b |
13.8x
PER（株価収益率0.1x
P/SレシオSPP は割高か？
公正価値と評価分析を参照収益と収入
| SPP 損益計算書（TTM） | |
|---|---|
| 収益 | R131.46b |
| 売上原価 | R117.31b |
| 売上総利益 | R14.14b |
| その他の費用 | R13.33b |
| 収益 | R819.80m |
直近の収益報告
Sep 26, 2025
次回決算日
Jun 10, 2026
| 一株当たり利益（EPS） | 4.26 |
| グロス・マージン | 10.76% |
| 純利益率 | 0.62% |
| 有利子負債／自己資本比率 | 145.5% |
SPP の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/05/22 06:55 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2025/09/26 |
| 年間収益 | 2025/09/26 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
The SPAR Group Ltd 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。17
| アナリスト | 機関 |
|---|---|
| Darren Cohn | Absa Bank Limited |
| Victor Dima | Arqaam Capital Research Offshore S.A.L. |
| Michael de Nobrega | Avior Capital Markets |