View Future GrowthISA Holdings 過去の業績過去 基準チェック /36ISA Holdingsは、平均年間17.3%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間45.3% 13.8%収益成長率で 成長しています。 ISA Holdingsの自己資本利益率は45.7%であり、純利益率は19.4%です。主要情報17.27%収益成長率17.27%EPS成長率Software 業界の成長14.86%収益成長率13.79%株主資本利益率45.66%ネット・マージン19.45%前回の決算情報31 Aug 2025最近の業績更新Reported Earnings • Nov 09First half 2026 earnings released: EPS: R0.094 (vs R0.085 in 1H 2025)First half 2026 results: EPS: R0.094 (up from R0.085 in 1H 2025). Revenue: R68.8m (up 53% from 1H 2025). Net income: R14.6m (up 11% from 1H 2025). Profit margin: 21% (down from 29% in 1H 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 29Full year 2025 earnings released: EPS: R0.17 (vs R0.19 in FY 2024)Full year 2025 results: EPS: R0.17 (down from R0.19 in FY 2024). Revenue: R117.7m (up 17% from FY 2024). Net income: R26.1m (down 12% from FY 2024). Profit margin: 22% (down from 29% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.分析記事 • May 31We Think You Should Be Aware Of Some Concerning Factors In ISA Holdings' (JSE:ISA) EarningsThe market for ISA Holdings Limited's ( JSE:ISA ) stock was strong after it released a healthy earnings report last...Reported Earnings • May 27Full year 2024 earnings released: EPS: R0.19 (vs R0.14 in FY 2023)Full year 2024 results: EPS: R0.19 (up from R0.14 in FY 2023). Revenue: R100.8m (up 33% from FY 2023). Net income: R29.5m (up 35% from FY 2023). Profit margin: 29% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 25ISA Holdings Limited to Report First Half, 2024 Results on Nov 10, 2023ISA Holdings Limited announced that they will report first half, 2024 results on Nov 10, 2023Reported Earnings • May 30Full year 2023 earnings released: EPS: R0.14 (vs R0.10 in FY 2022)Full year 2023 results: EPS: R0.14 (up from R0.10 in FY 2022). Revenue: R75.6m (up 1.1% from FY 2022). Net income: R21.9m (up 34% from FY 2022). Profit margin: 29% (up from 22% in FY 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesBuy Or Sell Opportunity • May 04Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to R1.99. The fair value is estimated to be R2.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 11%.Valuation Update With 7 Day Price Move • May 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to R1.99, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 28x in the Software industry in Africa. Total returns to shareholders of 129% over the past three years.分析記事 • Nov 28Optimistic Investors Push ISA Holdings Limited (JSE:ISA) Shares Up 34% But Growth Is LackingISA Holdings Limited ( JSE:ISA ) shareholders have had their patience rewarded with a 34% share price jump in the last...Upcoming Dividend • Nov 26Upcoming dividend of R0.094 per shareEligible shareholders must have bought the stock before 03 December 2025. Payment date: 08 December 2025. Payout ratio and cash payout ratio are on the higher end at 100% and 90% respectively. Trailing yield: 6.9%. Lower than top quartile of South African dividend payers (7.6%). Higher than average of industry peers (0.8%).Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R2.45, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 27x in the Software industry globally. Total returns to shareholders of 162% over the past three years.Reported Earnings • Nov 09First half 2026 earnings released: EPS: R0.094 (vs R0.085 in 1H 2025)First half 2026 results: EPS: R0.094 (up from R0.085 in 1H 2025). Revenue: R68.8m (up 53% from 1H 2025). Net income: R14.6m (up 11% from 1H 2025). Profit margin: 21% (down from 29% in 1H 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R2.15, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 24x in the Software industry in Africa. Total returns to shareholders of 149% over the past three years.Buy Or Sell Opportunity • Nov 04Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to R2.15. The fair value is estimated to be R1.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%.分析記事 • Aug 19Why We're Not Concerned About ISA Holdings Limited's (JSE:ISA) Share PriceJSE:ISA 1 Year Share Price vs Fair Value Explore ISA Holdings's Fair Values from the Community and select yours With a...Upcoming Dividend • Jul 09Upcoming dividend of R0.17 per shareEligible shareholders must have bought the stock before 16 July 2025. Payment date: 21 July 2025. Payout ratio is on the higher end at 100%, and the cash payout ratio is above 100%. Trailing yield: 8.8%. Within top quartile of South African dividend payers (8.3%). Higher than average of industry peers (0.7%).分析記事 • Jun 27ISA Holdings (JSE:ISA) Has Announced That It Will Be Increasing Its Dividend To ZAR0.167ISA Holdings Limited ( JSE:ISA ) has announced that it will be increasing its dividend from last year's comparable...Reported Earnings • May 29Full year 2025 earnings released: EPS: R0.17 (vs R0.19 in FY 2024)Full year 2025 results: EPS: R0.17 (down from R0.19 in FY 2024). Revenue: R117.7m (up 17% from FY 2024). Net income: R26.1m (down 12% from FY 2024). Profit margin: 22% (down from 29% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.分析記事 • May 27ISA Holdings (JSE:ISA) Will Pay A Larger Dividend Than Last Year At ZAR0.167The board of ISA Holdings Limited ( JSE:ISA ) has announced that it will be paying its dividend of ZAR0.167 on the 21st...Declared Dividend • May 26Dividend of R0.17 announcedShareholders will receive a dividend of R0.17. Ex-date: 16th July 2025 Payment date: 21st July 2025 Dividend yield will be 9.0%, which is higher than the industry average of 0.8%. Sustainability & Growth The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 11% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.New Risk • May 25New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended February 2024. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported February 2024 fiscal period end). High level of non-cash earnings (24% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.2% average weekly change). Market cap is less than US$100m (R288.6m market cap, or US$16.2m).お知らせ • May 24ISA Holdings Limited, Annual General Meeting, Jun 25, 2025ISA Holdings Limited, Annual General Meeting, Jun 25, 2025.お知らせ • May 23ISA Holdings Limited Declares Final Ordinary Dividend for the Year Ended 28 February 2025, Payable on 21 July 2025ISA Holdings Limited declared a final ordinary dividend to shareholders for the year ended 28 February 2025 of 16.7 cents per share, which will be subject to dividend tax legislation. Declaration date is 23 May 2025. Payment date is 21 July 2025. Record date is 18 July 2025. Last day to trade is 15 July 2025. Shares trade ex-dividend is 16 July 2025. The South African dividend tax (DT) rate is 20%. The net ordinary dividend payable to shareholders who are not exempt from DT is therefore 13.36 cents per share, while a gross ordinary dividend of 16.7 cents per share is payable to those shareholders who are exempt from DT.New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported February 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (R308.9m market cap, or US$16.9m).分析記事 • May 07Is Now The Time To Put ISA Holdings (JSE:ISA) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Apr 23ISA Announces the Passing of Desmond Charles Seaton, an Independent Non-Executive Director of ISA and the Chairperson of the Audit and Risk Committee on 20 April 2025The board of directors of ISA announced the passing of Mr. Desmond Charles Seaton, an independent non-executive director of ISA and the chairperson of the Audit and Risk committee on 20 April 2025. The Board will convene in due course to discuss changes to the Board and its committees, which changes will be communicated once finalised.New Risk • Dec 10New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended February 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 1.5% per year over the past 5 years. High level of non-cash earnings (24% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported February 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.3% average weekly change). Market cap is less than US$100m (R288.6m market cap, or US$16.2m).Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R1.89, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 33x in the Software industry globally. Total returns to shareholders of 260% over the past three years.分析記事 • Oct 31Here's Why We Think ISA Holdings (JSE:ISA) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R1.96, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 30x in the Software industry globally. Total returns to shareholders of 288% over the past three years.分析記事 • Aug 22Cautious Investors Not Rewarding ISA Holdings Limited's (JSE:ISA) Performance CompletelyIt's not a stretch to say that ISA Holdings Limited's ( JSE:ISA ) price-to-earnings (or "P/E") ratio of 8.8x right now...Upcoming Dividend • Jul 10Upcoming dividend of R0.11 per shareEligible shareholders must have bought the stock before 17 July 2024. Payment date: 22 July 2024. Payout ratio is on the higher end at 100%, and the cash payout ratio is above 100%. Trailing yield: 9.5%. Within top quartile of South African dividend payers (8.8%). Higher than average of industry peers (0.7%).分析記事 • Jun 25ISA Holdings (JSE:ISA) Is Increasing Its Dividend To ZAR0.112The board of ISA Holdings Limited ( JSE:ISA ) has announced that it will be paying its dividend of ZAR0.112 on the 22nd...分析記事 • Jun 11ISA Holdings' (JSE:ISA) Upcoming Dividend Will Be Larger Than Last Year'sISA Holdings Limited ( JSE:ISA ) will increase its dividend from last year's comparable payment on the 22nd of July to...分析記事 • May 31We Think You Should Be Aware Of Some Concerning Factors In ISA Holdings' (JSE:ISA) EarningsThe market for ISA Holdings Limited's ( JSE:ISA ) stock was strong after it released a healthy earnings report last...Reported Earnings • May 27Full year 2024 earnings released: EPS: R0.19 (vs R0.14 in FY 2023)Full year 2024 results: EPS: R0.19 (up from R0.14 in FY 2023). Revenue: R100.8m (up 33% from FY 2023). Net income: R29.5m (up 35% from FY 2023). Profit margin: 29% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 26ISA Holdings Limited, Annual General Meeting, Jun 26, 2024ISA Holdings Limited, Annual General Meeting, Jun 26, 2024.お知らせ • May 25ISA Holdings Limited Declares Final Ordinary Cash Dividend for the Year Ended 29 February 2024, Payable on 22 July 2024ISA Holdings Limited declared a final ordinary cash dividend to shareholders for the year ended 29 February 2024 of 11.2 cents per share, which will be subject to dividend tax legislation. Shares trade ex-dividend is 17 July 2024, Record date is 19 July 2024 and payment date is 22 July 2024.お知らせ • May 18ISA Holdings Limited Provides Earnings Guidance for the Year Ended 29 February 2024ISA Holdings Limited announced that further to the initial trading statement released on SENS on 8 February 2024, a review by management of the financial results for the year ended 29 February 2024 has indicated that the earnings per share and headline earnings per share is expected to be between 17.50 cents and 20.30 cents, reflecting an increase of between 25% and 45% compared to the EPS and HEPS of 14 cents for the year ended 28 February 2023.Buy Or Sell Opportunity • May 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to R1.61. The fair value is estimated to be R1.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 20%.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R1.59, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 34x in the Software industry globally. Total returns to shareholders of 191% over the past three years.Buy Or Sell Opportunity • Apr 05Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to R1.59. The fair value is estimated to be R1.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 20%.Valuation Update With 7 Day Price Move • Mar 21Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to R1.35, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 35x in the Software industry globally. Total returns to shareholders of 185% over the past three years.分析記事 • Mar 15With EPS Growth And More, ISA Holdings (JSE:ISA) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Buy Or Sell Opportunity • Mar 14Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to R1.66. The fair value is estimated to be R1.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 20%.New Risk • Mar 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 100% Cash payout ratio: 177% Earnings have declined by 9.0% per year over the past 5 years. High level of non-cash earnings (43% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Revenue is less than US$5m (R90m revenue, or US$4.8m). Market cap is less than US$100m (R232.4m market cap, or US$12.4m).Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R1.44, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 33x in the Software industry globally. Total returns to shareholders of 181% over the past three years.分析記事 • Feb 09Market Participants Recognise ISA Holdings Limited's (JSE:ISA) EarningsWith a median price-to-earnings (or "P/E") ratio of close to 9x in South Africa, you could be forgiven for feeling...お知らせ • Feb 08ISA Holdings Limited Provides Earnings Guidance for the Full Year Ending 29 February 2024ISA Holdings Limited provided earnings guidance for the full year ending 29 February 2024. for the year, the company expects the earnings per share is expected to be increase by at least 20% compared to the EPS for the year ended 28 February 2023.Upcoming Dividend • Nov 29Upcoming dividend of R0.077 per share at 11% yieldEligible shareholders must have bought the stock before 06 December 2023. Payment date: 11 December 2023. Payout ratio is on the higher end at 100%, and the cash payout ratio is above 100%. Trailing yield: 11%. Within top quartile of South African dividend payers (9.0%). Higher than average of industry peers (4.5%).New Risk • Nov 23New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: R187.2m (US$9.93m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 100% Cash payout ratio: 158% Earnings have declined by 9.0% per year over the past 5 years. High level of non-cash earnings (43% accrual ratio). Market cap is less than US$10m (R187.2m market cap, or US$9.93m). Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Revenue is less than US$5m (R90m revenue, or US$4.8m).お知らせ • Nov 12ISA Holdings Limited Declares Interim Dividend for the Six Months Ended 31 August 2023, Payable on 11 December 2023ISA Holdings Limited announced that the board of directors of ISA has declared an interim dividend to shareholders for the six months ended 31 August 2023 of 7.7 cents per share, which will be subject to the dividend tax legislation. Shares trade ex-dividend on 6 December 2023 with Record date is on 8 December 2023. Payment date on 11 December 2023.お知らせ • Oct 25ISA Holdings Limited to Report First Half, 2024 Results on Nov 10, 2023ISA Holdings Limited announced that they will report first half, 2024 results on Nov 10, 2023お知らせ • Sep 20ISA Holdings Limited Provides Earnings Guidance for the Six-Month Period Ended 31 August 2023ISA Holdings Limited provided earnings guidance for the six-month period ended 31 August 2023. A review of the financial results for the six-month period ended 31 August 2023 by management has indicated that the earnings per share ("EPS") and headline earnings per share ("HEPS") are expected to increase by at least 20% compared to the EPS and HEPS of 6.0 cents for the six-month period ended 31 August 2022.Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R1.20, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 35x in the Software industry globally. Total returns to shareholders of 160% over the past three years.New Risk • Jul 28New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: R168.5m (US$9.57m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 100% Cash payout ratio: 182% Earnings have declined by 14% per year over the past 5 years. High level of non-cash earnings (40% accrual ratio). Market cap is less than US$10m (R168.5m market cap, or US$9.57m). Minor Risk Revenue is less than US$5m (R76m revenue, or US$4.3m).Upcoming Dividend • Jul 12Upcoming dividend of R0.08 per share at 12% yieldEligible shareholders must have bought the stock before 19 July 2023. Payment date: 24 July 2023. Payout ratio is on the higher end at 100%, and the cash payout ratio is above 100%. Trailing yield: 12%. Within top quartile of South African dividend payers (9.8%). Higher than average of industry peers (4.0%).お知らせ • Jul 07ISA Holdings Limited Announces Resignation of Clarissa Pillay as Non-Executive DirectorISA Holdings Limited announced that Mrs. Clarissa Pillay has resigned as a non-executive director of the Board with immediate effect.Reported Earnings • May 30Full year 2023 earnings released: EPS: R0.14 (vs R0.10 in FY 2022)Full year 2023 results: EPS: R0.14 (up from R0.10 in FY 2022). Revenue: R75.6m (up 1.1% from FY 2022). Net income: R21.9m (up 34% from FY 2022). Profit margin: 29% (up from 22% in FY 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.お知らせ • May 27+ 1 more updateISA Holdings Limited, Annual General Meeting, Jun 28, 2023ISA Holdings Limited, Annual General Meeting, Jun 28, 2023, at 10:00 South Africa Standard Time.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to R1.24, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 22x in the Software industry in Africa. Total returns to shareholders of 329% over the past three years.Upcoming Dividend • Nov 30Upcoming dividend of R0.06 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 12 December 2022. Trailing yield: 8.1%. Lower than top quartile of South African dividend payers (8.6%). Higher than average of industry peers (3.3%).Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Chairperson of the Board Onica Seku was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improved over the past weekAfter last week's 21% share price gain to R1.17, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 15x in the Software industry in Africa. Total returns to shareholders of 1.9% over the past three years.分析記事 • Jul 15ISA Holdings (JSE:ISA) Is Increasing Its Dividend To ZAR0.162The board of ISA Holdings Limited ( JSE:ISA ) has announced that it will be paying its dividend of ZAR0.162 on the 25th...Upcoming Dividend • Jul 13Upcoming dividend of R0.16 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 25 July 2022. Trailing yield: 9.4%. Within top quartile of South African dividend payers (8.9%). Higher than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to R1.25, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 20x in the Software industry in Africa. Total returns to shareholders of 5.9% over the past three years.分析記事 • May 30ISA Holdings (JSE:ISA) Is Increasing Its Dividend To R0.16The board of ISA Holdings Limited ( JSE:ISA ) has announced that it will be increasing its dividend by 391% on the 25th...お知らせ • May 28ISA Holdings Limited, Annual General Meeting, Jun 30, 2022ISA Holdings Limited, Annual General Meeting, Jun 30, 2022, at 10:00 South Africa Standard Time.お知らせ • May 14ISA Holdings Limited to Report Fiscal Year 2022 Results on May 27, 2022ISA Holdings Limited announced that they will report fiscal year 2022 results on May 27, 2022Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Chairperson of the Board Onica Seku was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Dec 01Upcoming dividend of R0.043 per shareEligible shareholders must have bought the stock before 08 December 2021. Payment date: 13 December 2021. Trailing yield: 8.4%. Within top quartile of South African dividend payers (7.6%). Higher than average of industry peers (0.8%).分析記事 • Oct 12A Look At The Intrinsic Value Of ISA Holdings Limited (JSE:ISA)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of ISA Holdings Limited...Upcoming Dividend • Jul 14Upcoming dividend of R0.033 per shareEligible shareholders must have bought the stock before 21 July 2021. Payment date: 26 July 2021. Trailing yield: 9.4%. Within top quartile of South African dividend payers (7.9%). Higher than average of industry peers (0.8%).お知らせ • May 26ISA Holdings Limited Provides Earnings Guidance for the Year Ended 28 February 2021ISA Holdings Limited provided earnings guidance for the year ended 28 February 2021. The company announced that a review by management of the financial results for the year ended 28 February 2021 has indicated that the earnings per share expected to be between 6.80 cents and 9.80 cents, reflecting a decrease of between 34.7% and 54.7% compared to the HEPS of 15.00 cents for the year ended 29 February 2020.Is New 90 Day High Low • Feb 23New 90-day low: R0.70The company is down 12% from its price of R0.80 on 25 November 2020. The South African market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 52% over the same period.分析記事 • Feb 09What Can We Make Of ISA Holdings' (JSE:ISA) CEO Compensation?The CEO of ISA Holdings Limited ( JSE:ISA ) is Clifford Katz, and this article examines the executive's compensation...Is New 90 Day High Low • Feb 06New 90-day low: R0.71The company is down 10.0% from its price of R0.79 on 06 November 2020. The South African market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 44% over the same period.分析記事 • Jan 13ISA Holdings Limited's (JSE:ISA) Stock Has Shown Weakness Lately But Financial Prospects Look Decent: Is The Market Wrong?It is hard to get excited after looking at ISA Holdings' (JSE:ISA) recent performance, when its stock has declined 16...分析記事 • Dec 09Share Price Aside, ISA Holdings (JSE:ISA) Has Delivered Shareholders A 22% Return.ISA Holdings Limited ( JSE:ISA ) shareholders should be happy to see the share price up 14% in the last month. View our...Is New 90 Day High Low • Dec 01New 90-day high: R0.86The company is up 2.0% from its price of R0.84 on 02 September 2020. The South African market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 34% over the same period.Upcoming Dividend • Nov 25Upcoming Dividend of R0.05 Per ShareWill be paid on the 7th of December to those who are registered shareholders by the 2nd of December. The trailing yield of 12% is in the top quartile of South African dividend payers (11%), and it is higher than industry peers (4.0%).お知らせ • Sep 18ISA Holdings Limited to Report Q2, 2021 Results on Nov 13, 2020ISA Holdings Limited announced that they will report Q2, 2021 results on Nov 13, 2020お知らせ • Jul 17ISA Holdings Limited to Report Fiscal Year 2020 Results on May 27, 2020ISA Holdings Limited announced that they will report fiscal year 2020 results on May 27, 2020収支内訳ISA Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史JSE:ISA 収益、費用、利益 ( )ZAR Millions日付収益収益G+A経費研究開発費31 Aug 251412733031 May 251302732028 Feb 251182632031 Aug 24973130031 May 24993030029 Feb 241013029030 Nov 23952728031 Aug 23902427031 May 23832327028 Feb 23762226030 Nov 22772024031 Aug 22781923031 May 22761822028 Feb 22751621030 Nov 21721422031 Aug 21701223031 May 21681224028 Feb 21671324030 Nov 20721523031 Aug 20781722031 May 20892022029 Feb 201012322030 Nov 191112622031 Aug 191202822031 May 191202923028 Feb 191203024030 Nov 181152825031 Aug 181102626031 May 181092425028 Feb 181082124030 Nov 171212325031 Aug 171342526031 May 171472727028 Feb 171603027030 Nov 161412724031 Aug 161222520031 May 161062218029 Feb 16901916030 Nov 15871815031 Aug 15841715031 May 158216150質の高い収益: ISAは 高品質の収益 を持っています。利益率の向上: ISAの現在の純利益率 (19.4%)は、昨年(31.8%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: ISAの収益は過去 5 年間で年間17.3%増加しました。成長の加速: ISAは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: ISAは過去 1 年間で収益成長率がマイナス ( -10.7% ) となったため、 Software業界平均 ( -10.7% ) と比較することが困難です。株主資本利益率高いROE: ISAの 自己資本利益率 ( 45.7% ) は 傑出している と考えられます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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 06:22終値2026/05/22 00:00収益2025/08/31年間収益2025/02/28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ISA Holdings Limited 0 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。0
Reported Earnings • Nov 09First half 2026 earnings released: EPS: R0.094 (vs R0.085 in 1H 2025)First half 2026 results: EPS: R0.094 (up from R0.085 in 1H 2025). Revenue: R68.8m (up 53% from 1H 2025). Net income: R14.6m (up 11% from 1H 2025). Profit margin: 21% (down from 29% in 1H 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 29Full year 2025 earnings released: EPS: R0.17 (vs R0.19 in FY 2024)Full year 2025 results: EPS: R0.17 (down from R0.19 in FY 2024). Revenue: R117.7m (up 17% from FY 2024). Net income: R26.1m (down 12% from FY 2024). Profit margin: 22% (down from 29% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.
分析記事 • May 31We Think You Should Be Aware Of Some Concerning Factors In ISA Holdings' (JSE:ISA) EarningsThe market for ISA Holdings Limited's ( JSE:ISA ) stock was strong after it released a healthy earnings report last...
Reported Earnings • May 27Full year 2024 earnings released: EPS: R0.19 (vs R0.14 in FY 2023)Full year 2024 results: EPS: R0.19 (up from R0.14 in FY 2023). Revenue: R100.8m (up 33% from FY 2023). Net income: R29.5m (up 35% from FY 2023). Profit margin: 29% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 25ISA Holdings Limited to Report First Half, 2024 Results on Nov 10, 2023ISA Holdings Limited announced that they will report first half, 2024 results on Nov 10, 2023
Reported Earnings • May 30Full year 2023 earnings released: EPS: R0.14 (vs R0.10 in FY 2022)Full year 2023 results: EPS: R0.14 (up from R0.10 in FY 2022). Revenue: R75.6m (up 1.1% from FY 2022). Net income: R21.9m (up 34% from FY 2022). Profit margin: 29% (up from 22% in FY 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • May 04Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to R1.99. The fair value is estimated to be R2.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 11%.
Valuation Update With 7 Day Price Move • May 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to R1.99, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 28x in the Software industry in Africa. Total returns to shareholders of 129% over the past three years.
分析記事 • Nov 28Optimistic Investors Push ISA Holdings Limited (JSE:ISA) Shares Up 34% But Growth Is LackingISA Holdings Limited ( JSE:ISA ) shareholders have had their patience rewarded with a 34% share price jump in the last...
Upcoming Dividend • Nov 26Upcoming dividend of R0.094 per shareEligible shareholders must have bought the stock before 03 December 2025. Payment date: 08 December 2025. Payout ratio and cash payout ratio are on the higher end at 100% and 90% respectively. Trailing yield: 6.9%. Lower than top quartile of South African dividend payers (7.6%). Higher than average of industry peers (0.8%).
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R2.45, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 27x in the Software industry globally. Total returns to shareholders of 162% over the past three years.
Reported Earnings • Nov 09First half 2026 earnings released: EPS: R0.094 (vs R0.085 in 1H 2025)First half 2026 results: EPS: R0.094 (up from R0.085 in 1H 2025). Revenue: R68.8m (up 53% from 1H 2025). Net income: R14.6m (up 11% from 1H 2025). Profit margin: 21% (down from 29% in 1H 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R2.15, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 24x in the Software industry in Africa. Total returns to shareholders of 149% over the past three years.
Buy Or Sell Opportunity • Nov 04Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to R2.15. The fair value is estimated to be R1.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%.
分析記事 • Aug 19Why We're Not Concerned About ISA Holdings Limited's (JSE:ISA) Share PriceJSE:ISA 1 Year Share Price vs Fair Value Explore ISA Holdings's Fair Values from the Community and select yours With a...
Upcoming Dividend • Jul 09Upcoming dividend of R0.17 per shareEligible shareholders must have bought the stock before 16 July 2025. Payment date: 21 July 2025. Payout ratio is on the higher end at 100%, and the cash payout ratio is above 100%. Trailing yield: 8.8%. Within top quartile of South African dividend payers (8.3%). Higher than average of industry peers (0.7%).
分析記事 • Jun 27ISA Holdings (JSE:ISA) Has Announced That It Will Be Increasing Its Dividend To ZAR0.167ISA Holdings Limited ( JSE:ISA ) has announced that it will be increasing its dividend from last year's comparable...
Reported Earnings • May 29Full year 2025 earnings released: EPS: R0.17 (vs R0.19 in FY 2024)Full year 2025 results: EPS: R0.17 (down from R0.19 in FY 2024). Revenue: R117.7m (up 17% from FY 2024). Net income: R26.1m (down 12% from FY 2024). Profit margin: 22% (down from 29% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.
分析記事 • May 27ISA Holdings (JSE:ISA) Will Pay A Larger Dividend Than Last Year At ZAR0.167The board of ISA Holdings Limited ( JSE:ISA ) has announced that it will be paying its dividend of ZAR0.167 on the 21st...
Declared Dividend • May 26Dividend of R0.17 announcedShareholders will receive a dividend of R0.17. Ex-date: 16th July 2025 Payment date: 21st July 2025 Dividend yield will be 9.0%, which is higher than the industry average of 0.8%. Sustainability & Growth The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 11% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.
New Risk • May 25New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended February 2024. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported February 2024 fiscal period end). High level of non-cash earnings (24% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.2% average weekly change). Market cap is less than US$100m (R288.6m market cap, or US$16.2m).
お知らせ • May 24ISA Holdings Limited, Annual General Meeting, Jun 25, 2025ISA Holdings Limited, Annual General Meeting, Jun 25, 2025.
お知らせ • May 23ISA Holdings Limited Declares Final Ordinary Dividend for the Year Ended 28 February 2025, Payable on 21 July 2025ISA Holdings Limited declared a final ordinary dividend to shareholders for the year ended 28 February 2025 of 16.7 cents per share, which will be subject to dividend tax legislation. Declaration date is 23 May 2025. Payment date is 21 July 2025. Record date is 18 July 2025. Last day to trade is 15 July 2025. Shares trade ex-dividend is 16 July 2025. The South African dividend tax (DT) rate is 20%. The net ordinary dividend payable to shareholders who are not exempt from DT is therefore 13.36 cents per share, while a gross ordinary dividend of 16.7 cents per share is payable to those shareholders who are exempt from DT.
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported February 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (R308.9m market cap, or US$16.9m).
分析記事 • May 07Is Now The Time To Put ISA Holdings (JSE:ISA) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Apr 23ISA Announces the Passing of Desmond Charles Seaton, an Independent Non-Executive Director of ISA and the Chairperson of the Audit and Risk Committee on 20 April 2025The board of directors of ISA announced the passing of Mr. Desmond Charles Seaton, an independent non-executive director of ISA and the chairperson of the Audit and Risk committee on 20 April 2025. The Board will convene in due course to discuss changes to the Board and its committees, which changes will be communicated once finalised.
New Risk • Dec 10New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended February 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 1.5% per year over the past 5 years. High level of non-cash earnings (24% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported February 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.3% average weekly change). Market cap is less than US$100m (R288.6m market cap, or US$16.2m).
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R1.89, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 33x in the Software industry globally. Total returns to shareholders of 260% over the past three years.
分析記事 • Oct 31Here's Why We Think ISA Holdings (JSE:ISA) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R1.96, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 30x in the Software industry globally. Total returns to shareholders of 288% over the past three years.
分析記事 • Aug 22Cautious Investors Not Rewarding ISA Holdings Limited's (JSE:ISA) Performance CompletelyIt's not a stretch to say that ISA Holdings Limited's ( JSE:ISA ) price-to-earnings (or "P/E") ratio of 8.8x right now...
Upcoming Dividend • Jul 10Upcoming dividend of R0.11 per shareEligible shareholders must have bought the stock before 17 July 2024. Payment date: 22 July 2024. Payout ratio is on the higher end at 100%, and the cash payout ratio is above 100%. Trailing yield: 9.5%. Within top quartile of South African dividend payers (8.8%). Higher than average of industry peers (0.7%).
分析記事 • Jun 25ISA Holdings (JSE:ISA) Is Increasing Its Dividend To ZAR0.112The board of ISA Holdings Limited ( JSE:ISA ) has announced that it will be paying its dividend of ZAR0.112 on the 22nd...
分析記事 • Jun 11ISA Holdings' (JSE:ISA) Upcoming Dividend Will Be Larger Than Last Year'sISA Holdings Limited ( JSE:ISA ) will increase its dividend from last year's comparable payment on the 22nd of July to...
分析記事 • May 31We Think You Should Be Aware Of Some Concerning Factors In ISA Holdings' (JSE:ISA) EarningsThe market for ISA Holdings Limited's ( JSE:ISA ) stock was strong after it released a healthy earnings report last...
Reported Earnings • May 27Full year 2024 earnings released: EPS: R0.19 (vs R0.14 in FY 2023)Full year 2024 results: EPS: R0.19 (up from R0.14 in FY 2023). Revenue: R100.8m (up 33% from FY 2023). Net income: R29.5m (up 35% from FY 2023). Profit margin: 29% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 26ISA Holdings Limited, Annual General Meeting, Jun 26, 2024ISA Holdings Limited, Annual General Meeting, Jun 26, 2024.
お知らせ • May 25ISA Holdings Limited Declares Final Ordinary Cash Dividend for the Year Ended 29 February 2024, Payable on 22 July 2024ISA Holdings Limited declared a final ordinary cash dividend to shareholders for the year ended 29 February 2024 of 11.2 cents per share, which will be subject to dividend tax legislation. Shares trade ex-dividend is 17 July 2024, Record date is 19 July 2024 and payment date is 22 July 2024.
お知らせ • May 18ISA Holdings Limited Provides Earnings Guidance for the Year Ended 29 February 2024ISA Holdings Limited announced that further to the initial trading statement released on SENS on 8 February 2024, a review by management of the financial results for the year ended 29 February 2024 has indicated that the earnings per share and headline earnings per share is expected to be between 17.50 cents and 20.30 cents, reflecting an increase of between 25% and 45% compared to the EPS and HEPS of 14 cents for the year ended 28 February 2023.
Buy Or Sell Opportunity • May 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to R1.61. The fair value is estimated to be R1.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 20%.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R1.59, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 34x in the Software industry globally. Total returns to shareholders of 191% over the past three years.
Buy Or Sell Opportunity • Apr 05Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to R1.59. The fair value is estimated to be R1.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 20%.
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to R1.35, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 35x in the Software industry globally. Total returns to shareholders of 185% over the past three years.
分析記事 • Mar 15With EPS Growth And More, ISA Holdings (JSE:ISA) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Buy Or Sell Opportunity • Mar 14Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to R1.66. The fair value is estimated to be R1.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 20%.
New Risk • Mar 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 100% Cash payout ratio: 177% Earnings have declined by 9.0% per year over the past 5 years. High level of non-cash earnings (43% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Revenue is less than US$5m (R90m revenue, or US$4.8m). Market cap is less than US$100m (R232.4m market cap, or US$12.4m).
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R1.44, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 33x in the Software industry globally. Total returns to shareholders of 181% over the past three years.
分析記事 • Feb 09Market Participants Recognise ISA Holdings Limited's (JSE:ISA) EarningsWith a median price-to-earnings (or "P/E") ratio of close to 9x in South Africa, you could be forgiven for feeling...
お知らせ • Feb 08ISA Holdings Limited Provides Earnings Guidance for the Full Year Ending 29 February 2024ISA Holdings Limited provided earnings guidance for the full year ending 29 February 2024. for the year, the company expects the earnings per share is expected to be increase by at least 20% compared to the EPS for the year ended 28 February 2023.
Upcoming Dividend • Nov 29Upcoming dividend of R0.077 per share at 11% yieldEligible shareholders must have bought the stock before 06 December 2023. Payment date: 11 December 2023. Payout ratio is on the higher end at 100%, and the cash payout ratio is above 100%. Trailing yield: 11%. Within top quartile of South African dividend payers (9.0%). Higher than average of industry peers (4.5%).
New Risk • Nov 23New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: R187.2m (US$9.93m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 100% Cash payout ratio: 158% Earnings have declined by 9.0% per year over the past 5 years. High level of non-cash earnings (43% accrual ratio). Market cap is less than US$10m (R187.2m market cap, or US$9.93m). Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Revenue is less than US$5m (R90m revenue, or US$4.8m).
お知らせ • Nov 12ISA Holdings Limited Declares Interim Dividend for the Six Months Ended 31 August 2023, Payable on 11 December 2023ISA Holdings Limited announced that the board of directors of ISA has declared an interim dividend to shareholders for the six months ended 31 August 2023 of 7.7 cents per share, which will be subject to the dividend tax legislation. Shares trade ex-dividend on 6 December 2023 with Record date is on 8 December 2023. Payment date on 11 December 2023.
お知らせ • Oct 25ISA Holdings Limited to Report First Half, 2024 Results on Nov 10, 2023ISA Holdings Limited announced that they will report first half, 2024 results on Nov 10, 2023
お知らせ • Sep 20ISA Holdings Limited Provides Earnings Guidance for the Six-Month Period Ended 31 August 2023ISA Holdings Limited provided earnings guidance for the six-month period ended 31 August 2023. A review of the financial results for the six-month period ended 31 August 2023 by management has indicated that the earnings per share ("EPS") and headline earnings per share ("HEPS") are expected to increase by at least 20% compared to the EPS and HEPS of 6.0 cents for the six-month period ended 31 August 2022.
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R1.20, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 35x in the Software industry globally. Total returns to shareholders of 160% over the past three years.
New Risk • Jul 28New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: R168.5m (US$9.57m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 100% Cash payout ratio: 182% Earnings have declined by 14% per year over the past 5 years. High level of non-cash earnings (40% accrual ratio). Market cap is less than US$10m (R168.5m market cap, or US$9.57m). Minor Risk Revenue is less than US$5m (R76m revenue, or US$4.3m).
Upcoming Dividend • Jul 12Upcoming dividend of R0.08 per share at 12% yieldEligible shareholders must have bought the stock before 19 July 2023. Payment date: 24 July 2023. Payout ratio is on the higher end at 100%, and the cash payout ratio is above 100%. Trailing yield: 12%. Within top quartile of South African dividend payers (9.8%). Higher than average of industry peers (4.0%).
お知らせ • Jul 07ISA Holdings Limited Announces Resignation of Clarissa Pillay as Non-Executive DirectorISA Holdings Limited announced that Mrs. Clarissa Pillay has resigned as a non-executive director of the Board with immediate effect.
Reported Earnings • May 30Full year 2023 earnings released: EPS: R0.14 (vs R0.10 in FY 2022)Full year 2023 results: EPS: R0.14 (up from R0.10 in FY 2022). Revenue: R75.6m (up 1.1% from FY 2022). Net income: R21.9m (up 34% from FY 2022). Profit margin: 29% (up from 22% in FY 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
お知らせ • May 27+ 1 more updateISA Holdings Limited, Annual General Meeting, Jun 28, 2023ISA Holdings Limited, Annual General Meeting, Jun 28, 2023, at 10:00 South Africa Standard Time.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to R1.24, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 22x in the Software industry in Africa. Total returns to shareholders of 329% over the past three years.
Upcoming Dividend • Nov 30Upcoming dividend of R0.06 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 12 December 2022. Trailing yield: 8.1%. Lower than top quartile of South African dividend payers (8.6%). Higher than average of industry peers (3.3%).
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Chairperson of the Board Onica Seku was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improved over the past weekAfter last week's 21% share price gain to R1.17, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 15x in the Software industry in Africa. Total returns to shareholders of 1.9% over the past three years.
分析記事 • Jul 15ISA Holdings (JSE:ISA) Is Increasing Its Dividend To ZAR0.162The board of ISA Holdings Limited ( JSE:ISA ) has announced that it will be paying its dividend of ZAR0.162 on the 25th...
Upcoming Dividend • Jul 13Upcoming dividend of R0.16 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 25 July 2022. Trailing yield: 9.4%. Within top quartile of South African dividend payers (8.9%). Higher than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to R1.25, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 20x in the Software industry in Africa. Total returns to shareholders of 5.9% over the past three years.
分析記事 • May 30ISA Holdings (JSE:ISA) Is Increasing Its Dividend To R0.16The board of ISA Holdings Limited ( JSE:ISA ) has announced that it will be increasing its dividend by 391% on the 25th...
お知らせ • May 28ISA Holdings Limited, Annual General Meeting, Jun 30, 2022ISA Holdings Limited, Annual General Meeting, Jun 30, 2022, at 10:00 South Africa Standard Time.
お知らせ • May 14ISA Holdings Limited to Report Fiscal Year 2022 Results on May 27, 2022ISA Holdings Limited announced that they will report fiscal year 2022 results on May 27, 2022
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Chairperson of the Board Onica Seku was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Dec 01Upcoming dividend of R0.043 per shareEligible shareholders must have bought the stock before 08 December 2021. Payment date: 13 December 2021. Trailing yield: 8.4%. Within top quartile of South African dividend payers (7.6%). Higher than average of industry peers (0.8%).
分析記事 • Oct 12A Look At The Intrinsic Value Of ISA Holdings Limited (JSE:ISA)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of ISA Holdings Limited...
Upcoming Dividend • Jul 14Upcoming dividend of R0.033 per shareEligible shareholders must have bought the stock before 21 July 2021. Payment date: 26 July 2021. Trailing yield: 9.4%. Within top quartile of South African dividend payers (7.9%). Higher than average of industry peers (0.8%).
お知らせ • May 26ISA Holdings Limited Provides Earnings Guidance for the Year Ended 28 February 2021ISA Holdings Limited provided earnings guidance for the year ended 28 February 2021. The company announced that a review by management of the financial results for the year ended 28 February 2021 has indicated that the earnings per share expected to be between 6.80 cents and 9.80 cents, reflecting a decrease of between 34.7% and 54.7% compared to the HEPS of 15.00 cents for the year ended 29 February 2020.
Is New 90 Day High Low • Feb 23New 90-day low: R0.70The company is down 12% from its price of R0.80 on 25 November 2020. The South African market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 52% over the same period.
分析記事 • Feb 09What Can We Make Of ISA Holdings' (JSE:ISA) CEO Compensation?The CEO of ISA Holdings Limited ( JSE:ISA ) is Clifford Katz, and this article examines the executive's compensation...
Is New 90 Day High Low • Feb 06New 90-day low: R0.71The company is down 10.0% from its price of R0.79 on 06 November 2020. The South African market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 44% over the same period.
分析記事 • Jan 13ISA Holdings Limited's (JSE:ISA) Stock Has Shown Weakness Lately But Financial Prospects Look Decent: Is The Market Wrong?It is hard to get excited after looking at ISA Holdings' (JSE:ISA) recent performance, when its stock has declined 16...
分析記事 • Dec 09Share Price Aside, ISA Holdings (JSE:ISA) Has Delivered Shareholders A 22% Return.ISA Holdings Limited ( JSE:ISA ) shareholders should be happy to see the share price up 14% in the last month. View our...
Is New 90 Day High Low • Dec 01New 90-day high: R0.86The company is up 2.0% from its price of R0.84 on 02 September 2020. The South African market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 34% over the same period.
Upcoming Dividend • Nov 25Upcoming Dividend of R0.05 Per ShareWill be paid on the 7th of December to those who are registered shareholders by the 2nd of December. The trailing yield of 12% is in the top quartile of South African dividend payers (11%), and it is higher than industry peers (4.0%).
お知らせ • Sep 18ISA Holdings Limited to Report Q2, 2021 Results on Nov 13, 2020ISA Holdings Limited announced that they will report Q2, 2021 results on Nov 13, 2020
お知らせ • Jul 17ISA Holdings Limited to Report Fiscal Year 2020 Results on May 27, 2020ISA Holdings Limited announced that they will report fiscal year 2020 results on May 27, 2020