Pick n Pay Stores (PIK) 주식 개요
투자 지주 회사인 Pick n Pay Stores Limited는 남아공 및 기타 아프리카 지역에서 식품, 식료품, 의류, 주류 및 잡화 제품을 소매하는 회사입니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 PIK에 대한 위험이 감지되지 않았습니다.
PIK Community Fair Values
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Analyst Price Targets
Pick n Pay Stores Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | R19.46 |
| 52주 최고가 | R32.90 |
| 52주 최저가 | R17.55 |
| 베타 | 0.21 |
| 1개월 변동 | 4.12% |
| 3개월 변동 | -19.65% |
| 1년 변동 | -30.10% |
| 3년 변동 | -45.03% |
| 5년 변동 | -66.53% |
| IPO 이후 변동 | 76.91% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Aug 20
PIK: Lower Future P/E Will Limit Returns Despite CFO Succession Plans
Analysts have lowered their Pick n Pay Stores price target from ZAR18.30 to ZAR16.00, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for Pick n Pay Stores Pick n Pay Stores announced that Chief Finance Officer Lerena Olivier plans to retire with effect from 6 August 2026, following the conclusion of the 2026 Annual General Meeting.
내러티브 업데이트 • Aug 06
nan
Analysts have trimmed their price target for Pick n Pay Stores from ZAR37.00 to about ZAR33.95, reflecting updated assumptions that combine a slightly different discount rate and revenue outlook with a lower profit margin and a higher future P/E multiple. What’s in the News for Pick n Pay Stores No recent Pick n Pay Stores specific news has been provided in the sources listed above as of 6 August 2026.Recent updates
내러티브 업데이트 • Aug 20
PIK: Lower Future P/E Will Limit Returns Despite CFO Succession Plans
Analysts have lowered their Pick n Pay Stores price target from ZAR18.30 to ZAR16.00, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for Pick n Pay Stores Pick n Pay Stores announced that Chief Finance Officer Lerena Olivier plans to retire with effect from 6 August 2026, following the conclusion of the 2026 Annual General Meeting.내러티브 업데이트 • Aug 06
nan
Analysts have trimmed their price target for Pick n Pay Stores from ZAR37.00 to about ZAR33.95, reflecting updated assumptions that combine a slightly different discount rate and revenue outlook with a lower profit margin and a higher future P/E multiple. What’s in the News for Pick n Pay Stores No recent Pick n Pay Stores specific news has been provided in the sources listed above as of 6 August 2026.내러티브 업데이트 • Jun 28
PIK: Lower Future P/E Will Pressure Returns Despite Margin Improvement
Analysts have trimmed their price target for Pick n Pay Stores from ZAR23.60 to ZAR18.30. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples.
내러티브 업데이트 • Jun 14
PIK: Lower Discount Rate And Margin Assumptions Will Support Future Upside
Analysts have trimmed their price target on Pick n Pay Stores from ZAR26.19 to ZAR24.61 as slightly adjusted assumptions for revenue growth, discount rate, profit margin and future P/E feed into a lower fair value estimate. What's in the News No recent company specific news items, periodical coverage, or key developments were provided for Pick n Pay Stores in the supplied sources.내러티브 업데이트 • May 31
PIK: Higher Revenue Assumptions And Richer P E Multiple Will Support Future Upside
Analysts have made a small downward adjustment to their fair value estimate for Pick n Pay Stores, trimming the price target from ZAR26.31 to about ZAR26.19 as they factor in updated assumptions on discount rates, revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value: Trimmed slightly from ZAR26.31 to ZAR26.19, indicating only a marginal adjustment to the overall valuation.내러티브 업데이트 • May 13
PIK: Stable Assumptions On Margins And Returns Will Support Future Upside
Analysts have maintained Pick n Pay Stores’ fair value estimate at ZAR26.31 per share. They explain that only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions do not justify a change in the price target.내러티브 업데이트 • Apr 24
PIK: Stable Margins And Refined Assumptions Will Support Future Upside
Analysts have reduced their fair value estimate for Pick n Pay Stores from ZAR27.06 to ZAR26.31, reflecting slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: Reduced slightly from ZAR27.06 to ZAR26.31.내러티브 업데이트 • Apr 10
PIK: Higher Margin Expectations Will Support Future Upside Potential
Analysts have slightly reduced their price target for Pick n Pay Stores from ZAR27.67 to ZAR27.06, reflecting updated assumptions around discount rates, margins and future P/E expectations. Valuation Changes Fair Value: ZAR27.67 updated to ZAR27.06, a small downward adjustment in the modelled valuation per share.내러티브 업데이트 • Mar 27
PIK: Stable Assumptions And Turnaround Efforts Will Support Future Upside Potential
Analysts have kept their ZAR 27.67 price target for Pick n Pay Stores unchanged, pointing to only minor adjustments in assumptions, such as a slightly lower discount rate and marginal tweaks to revenue growth, profit margin and future P/E expectations. Valuation Changes Fair Value: The ZAR 27.67 fair value estimate is unchanged, indicating no revision to the core valuation output.내러티브 업데이트 • Mar 13
PIK: Steady Fair Value And Turnaround Plan Will Support Future Upside Potential
Analysts have kept their ZAR fair value estimate for Pick n Pay Stores steady at ZAR27.67, with small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. This indicates only fine tuning to their price target rationale rather than a change in conviction.내러티브 업데이트 • Feb 27
PIK: Finance Succession And Turnaround Plan Will Support Future Upside Potential
Analysts have trimmed their price target for Pick n Pay Stores from ZAR29.49 to ZAR27.67, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Group CFO Lerena Olivier is set to step down from the CFO role at the conclusion of the 2026 AGM in August 2026, as part of long term succession planning after joining Pick n Pay in 2011 and serving as CFO since 2019 (company announcement).새로운 내러티브 • Feb 14
Omnichannel Investment And Store Reset Pressures Will Eventually Support A Healthier Retail Mix
Catalysts About Pick n Pay Stores Pick n Pay Stores operates grocery, clothing and liquor retail formats, alongside a growing Boxer value chain and omnichannel offering in South Africa. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 12
PIK: Finance Leadership Transition Will Support Turnaround And Unlock Future Upside
Analysts have trimmed their price target for Pick n Pay Stores from ZAR31.77 to ZAR29.49, citing updated assumptions that reflect slightly higher discount rates, more cautious revenue growth and profit margin expectations, and a higher projected future P/E multiple. What's in the News Group CFO Lerena Olivier plans to step down at the conclusion of the 2026 AGM in August 2026, as part of long-term succession planning, after joining Pick n Pay in 2011 and becoming Group CFO in 2019 (Key Developments).분석 기사 • Feb 07
Investors Appear Satisfied With Pick n Pay Stores Limited's (JSE:PIK) Prospects
There wouldn't be many who think Pick n Pay Stores Limited's ( JSE:PIK ) price-to-sales (or "P/S") ratio of 0.1x is...새로운 내러티브 • Jan 30
Omnichannel And Retail Media Expansion Will Transform This Retailer Over The Next Decade
Catalysts About Pick n Pay Stores Pick n Pay Stores operates food, grocery, clothing and liquor retail formats, together with a franchise network and value-added services, primarily in South Africa. What are the underlying business or industry changes driving this perspective?분석 기사 • Nov 20
There Are Reasons To Feel Uneasy About Pick n Pay Stores' (JSE:PIK) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...분석 기사 • Oct 30
We Think Pick n Pay Stores (JSE:PIK) Is Taking Some Risk With Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...새로운 내러티브 • Jun 01
African Urbanization And Digital Transformation Will Redefine Modern Retail
Expansion in African modern retail and increased digital adoption are driving revenue growth, operational efficiency, and enhanced customer engagement.분석 기사 • Apr 04
Capital Allocation Trends At Pick n Pay Stores (JSE:PIK) Aren't Ideal
What are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • Jan 23
Pick n Pay Stores (JSE:PIK) Use Of Debt Could Be Considered Risky
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Oct 08
Pick n Pay Stores Limited (JSE:PIK) Soars 25% But It's A Story Of Risk Vs Reward
Pick n Pay Stores Limited ( JSE:PIK ) shares have had a really impressive month, gaining 25% after a shaky period...주주 수익률
| PIK | ZA Consumer Retailing | ZA 시장 | |
|---|---|---|---|
| 7D | 1.1% | -3.2% | 0.09% |
| 1Y | -30.1% | -12.8% | 9.0% |
수익률 대 산업: PIK은 지난 1년 동안 -12.8%의 수익을 기록한 ZA Consumer Retailing 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: PIK은 지난 1년 동안 9%를 기록한 ZA 시장보다 저조한 성과를 냈습니다.
주가 변동성
| PIK volatility | |
|---|---|
| PIK Average Weekly Movement | 6.5% |
| Consumer Retailing Industry Average Movement | 3.9% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in ZA Market | 10.7% |
| 10% least volatile stocks in ZA Market | 2.7% |
안정적인 주가: PIK는 지난 3개월 동안 ZA 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: PIK의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1967 | n/a | Sean Summers | www.pnp.co.za |
투자 지주 회사인 Pick n Pay Stores Limited는 남아프리카 및 기타 아프리카에서 식품, 식료품, 의류, 주류 및 잡화 제품을 소매하는 회사입니다. 이 회사는 대형 마트, 슈퍼마켓, 의류 매장, 주류 매장, 슈퍼마켓, 빌드 스토어, 익스프레스 스토어 등을 Pick n Pay 및 Boxer 브랜드로 소유 및 프랜차이즈하고 있습니다. 또한 온라인에서도 제품을 제공합니다.
Pick n Pay Stores Limited 기초 지표 요약
| PIK 기초 통계 | |
|---|---|
| 시가총액 | R13.81b |
| 순이익 (TTM) | -R728.00m |
| 매출 (TTM) | R123.15b |
0.1x
주가매출비율(P/S)-19.6x
주가수익비율(P/E)PIK는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| PIK 손익계산서 (TTM) | |
|---|---|
| 매출 | R123.15b |
| 매출원가 | R97.67b |
| 총이익 | R25.48b |
| 기타 비용 | R26.21b |
| 순이익 | -R728.00m |
최근 보고된 실적
Mar 01, 2026
다음 실적 발표일
Oct 26, 2026
| 주당순이익(EPS) | -0.99 |
| 총이익률 | 20.69% |
| 순이익률 | -0.59% |
| 부채/자본 비율 | 1.9% |
PIK의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/21 19:28 |
| 종가 | 2026/08/21 00:00 |
| 수익 | 2026/03/01 |
| 연간 수익 | 2026/03/01 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Pick n Pay Stores Limited는 19명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Darren Cohn | Absa Bank Limited |
| Victor Dima | Arqaam Capital Research Offshore S.A.L. |
| Michael de Nobrega | Avior Capital Markets |