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South African (JSE) Consumer Durables Industry Analysis

UpdatedOct 23, 2025
DataAggregated Company Financials
Companies2
  • 7D-1.0%
  • 3M7.4%
  • 1Y13.6%
  • YTD7.1%

Over the last 7 days, the Consumer Durables industry has dropped 2.5%, driven by pullbacks from every company within the industry. Over the past 12 months, the industry was up 18%.

Industry Valuation and Performance

Has the South African Consumer Durables Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 23 Oct 2025R1.9bR4.6bR311.5m6.4x6.1x0.4x
Sat, 20 Sep 2025R1.9bR4.6bR311.5m6.5x6.2x0.4x
Mon, 18 Aug 2025R1.8bR4.6bR311.5m6.4x5.7x0.4x
Wed, 16 Jul 2025R1.8bR4.6bR311.5m6.5x5.9x0.4x
Fri, 13 Jun 2025R1.7bR4.6bR311.5m6.1x5.6x0.4x
Sun, 11 May 2025R1.5bR4.4bR194.1m7.8x7.9x0.4x
Tue, 08 Apr 2025R1.3bR4.1bR189.2m7x7x0.3x
Thu, 06 Mar 2025R1.5bR4.1bR189.2m8x8.1x0.4x
Sat, 01 Feb 2025R1.7bR4.1bR189.2m8.9x9.2x0.4x
Mon, 30 Dec 2024R1.8bR4.1bR189.2m9.4x9.6x0.4x
Wed, 27 Nov 2024R1.7bR4.1bR189.2m9x9.2x0.4x
Fri, 25 Oct 2024R1.7bR4.2bR284.5m7.1x5.9x0.4x
Sun, 22 Sep 2024R1.5bR4.2bR284.5m6.6x5.4x0.4x
Tue, 20 Aug 2024R1.5bR4.2bR284.5m6.5x5.3x0.4x
Thu, 18 Jul 2024R1.5bR4.2bR284.5m6.3x5.1x0.3x
Sat, 15 Jun 2024R1.5bR4.2bR284.5m6.3x5.2x0.3x
Mon, 13 May 2024R1.4bR4.8bR509.3m5.2x2.8x0.3x
Wed, 10 Apr 2024R1.4bR4.8bR511.1m5x2.7x0.3x
Fri, 08 Mar 2024R1.5bR4.8bR511.1m5.1x2.9x0.3x
Sun, 04 Feb 2024R1.7bR4.8bR511.1m5.4x3.3x0.3x
Tue, 02 Jan 2024R1.6bR4.8bR511.1m5.1x3.1x0.3x
Thu, 30 Nov 2023R1.7bR4.8bR511.1m5.4x3.2x0.3x
Sat, 28 Oct 2023R1.6bR4.8bR511.1m5.2x3.2x0.3x
Mon, 25 Sep 2023R1.6bR5.3bR486.6m6.6x3.3x0.3x
Wed, 23 Aug 2023R1.7bR5.3bR486.6m6.9x3.5x0.3x
Fri, 21 Jul 2023R1.7bR5.3bR486.6m6.9x3.6x0.3x
Sun, 18 Jun 2023R1.8bR5.3bR486.6m6.5x3.7x0.3x
Tue, 16 May 2023R1.8bR5.4bR468.5m6.4x3.9x0.3x
Thu, 13 Apr 2023R1.9bR5.5bR502.9m4.8x3.8x0.3x
Sat, 11 Mar 2023R2.0bR5.5bR502.9m5.1x4.1x0.4x
Mon, 06 Feb 2023R2.0bR5.5bR502.9m5.1x4x0.4x
Wed, 04 Jan 2023R1.9bR5.5bR502.9m4.8x3.8x0.3x
Fri, 02 Dec 2022R2.0bR5.5bR502.9m5.1x3.9x0.4x
Sun, 30 Oct 2022R1.7bR5.3bR487.6m3.7x3.5x0.3x
Price to Earnings Ratio

3.5x


Total Market Cap: R1.7bTotal Earnings: R487.6mTotal Revenue: R5.3bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Durables Industry Price to Earnings3Y Average 5x202320242025
Current Industry PE
    There are only 2 companies in the South African Consumer Durables industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 14% per year over the last three years,
  • Revenues have also declined 4.7% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the South African Consumer Discretionary industry?

ZA Market-1.95%
Consumer Discretionary-0.78%
Consumer Durables-0.99%
Homebuilding3.62%
Home Furnishings0%0
Household Appliances-10.74%
Industry PE
  • Investors are most optimistic about the Household Appliances industry, which is trading close to its 3-year average PE ratio of 8.2x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Homebuilding industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 4.5x.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BWN Balwin PropertiesR2.863.6%
+R47.0m		26.0%PE5.8x

Latest News

BWN
R2.86
Balwin Properties
7D
3.6%
1Y
26.0%
NWL
R26.51
Nu-World Holdings
7D
-10.7%
1Y
-8.6%