The SPAR Group Ltd

JSE:SPP 株式レポート

時価総額:R9.8b

SPAR Group 将来の成長

Future 基準チェック /46

SPAR Group利益と収益がそれぞれ年間23.6%と3.1%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20% 25%なると予測されています。

主要情報

23.6%

収益成長率

25.03%

EPS成長率

Consumer Retailing 収益成長12.1%
収益成長率3.1%
将来の株主資本利益率20.02%
アナリストカバレッジ

Good

最終更新日08 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 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.
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...
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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...

業績と収益の成長予測

JSE:SPP - 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
9/30/2028143,9421,6673693,4086
9/30/2027140,0541,688454,9588
9/30/2026134,3651,328-7051,9407
9/26/2025131,4588203,3784,286N/A
3/28/2025151,0411,5653,2554,293N/A
12/28/2024151,6891,6072,7323,880N/A
9/30/2024130,9871,6072,2093,468N/A
3/31/2024141,3761,2403,6635,228N/A
12/31/2023143,9191,2813,2265,026N/A
9/30/2023146,4611,3222,7894,823N/A
6/30/2023143,7431,2181,6553,724N/A
3/31/2023139,5451,9205212,625N/A
12/31/2022137,5772,0361,2853,228N/A
9/30/2022135,6092,1522,0483,831N/A
6/30/2022133,4572,1982,2593,951N/A
3/31/2022131,3052,2442,4704,070N/A
12/31/2021129,6232,2552,3243,846N/A
9/30/2021127,9412,2662,1793,621N/A
6/30/2021128,3552,388N/AN/AN/A
3/31/2021128,7692,5113,8365,180N/A
12/31/2020126,5232,2933,8405,201N/A
9/30/2020124,2772,0753,8435,222N/A
6/30/2020119,6151,994N/AN/AN/A
3/31/2020114,9531,9133091,698N/A
12/31/2019112,2152,0381631,413N/A
9/30/2019109,4772,163171,127N/A
6/30/2019107,3931,981N/A2,563N/A
3/31/2019105,3101,799N/A4,000N/A
12/31/2018103,1641,813N/A3,667N/A
9/30/2018101,0181,827N/A3,334N/A
6/30/201899,5101,885N/A2,938N/A
3/31/201898,0011,942N/A2,542N/A
12/31/201796,6871,881N/A2,602N/A
9/30/201795,3731,821N/A2,663N/A
6/30/201795,6791,859N/A2,712N/A
3/31/201795,9861,898N/A2,760N/A
12/31/201693,3371,856N/A2,730N/A
9/30/201690,6891,815N/A2,700N/A
6/30/201684,9901,639N/A2,430N/A
3/31/201679,2911,463N/A2,159N/A
12/31/201576,2751,442N/A2,220N/A
9/30/201573,2591,421N/A2,281N/A
6/30/201569,0801,453N/A1,872N/A

アナリストによる今後の成長予測

収入対貯蓄率: SPPの予測収益成長率 (年間23.6% ) は 貯蓄率 ( 9.8% ) を上回っています。

収益対市場: SPPの収益 ( 23.6% ) はZA市場 ( 15.4% ) よりも速いペースで成長すると予測されています。

高成長収益: SPPの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: SPPの収益 ( 3.1% ) ZA市場 ( 6.7% ) よりも低い成長が予測されています。

高い収益成長: SPPの収益 ( 3.1% ) 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: SPP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 ( 20 %)


成長企業の発掘

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2026/06/08 08:22
終値2026/06/05 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。16

アナリスト機関
Darren CohnAbsa Bank Limited
Victor DimaArqaam Capital Research Offshore S.A.L.
Michael de NobregaAvior Capital Markets