South African (JSE) Ecommerce Industry Analysis
UpdatedJan 27, 2023
DataAggregated Company Financials
Companies2
- 7D4.6%
- 3M98.1%
- 1Y48.9%
- YTD17.0%
In the last week, the Ecommerce industry is up 2.4%, with Naspers up 2.4%. This means that the industry has gained 42% over the past year. Earnings are forecast to be flat in the coming years.
Industry Valuation and Performance
Has the South African Ecommerce Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 27 Jan 2023 | R728.7b | R147.5b | R37.2b | 16x | 19.6x | 4.9x |
| Sun, 25 Dec 2022 | R474.2b | R146.1b | R36.6b | 12.9x | 13x | 3.2x |
| Tue, 22 Nov 2022 | R465.1b | R140.8b | R211.8b | 7.3x | 2.2x | 3.3x |
| Thu, 20 Oct 2022 | R431.8b | R148.4b | R223.5b | 7.7x | 1.9x | 2.9x |
| Sat, 17 Sep 2022 | R497.4b | R143.6b | R216.1b | 8.1x | 2.3x | 3.5x |
| Mon, 15 Aug 2022 | R522.2b | R132.7b | R199.1b | 9.6x | 2.6x | 3.9x |
| Wed, 13 Jul 2022 | R566.5b | R138.0b | R207.4b | 8.4x | 2.7x | 4.1x |
| Fri, 10 Jun 2022 | R713.5b | R111.6b | R219.3b | 9.7x | 3.3x | 6.4x |
| Sun, 08 May 2022 | R567.8b | R115.0b | R226.3b | 9.4x | 2.5x | 4.9x |
| Tue, 05 Apr 2022 | R695.2b | R105.6b | R207.2b | 10.8x | 3.4x | 6.6x |
| Thu, 03 Mar 2022 | R726.0b | R110.7b | R218.8b | 10.5x | 3.3x | 6.6x |
| Sat, 29 Jan 2022 | R917.3b | R112.5b | R222.4b | 10x | 4.1x | 8.2x |
| Mon, 27 Dec 2021 | R960.2b | R111.6b | R220.7b | 11.6x | 4.4x | 8.6x |
| Wed, 24 Nov 2021 | R1.0t | R114.0b | R225.6b | 10.2x | 4.6x | 9.1x |
| Fri, 22 Oct 2021 | R1.1t | R89.3b | R77.5b | 14.3x | 14x | 12.1x |
| Sun, 19 Sep 2021 | R966.3b | R90.4b | R78.5b | 13.8x | 12.3x | 10.7x |
| Tue, 17 Aug 2021 | R986.7b | R90.4b | R78.5b | 13.6x | 12.6x | 10.9x |
| Tue, 01 Jun 2021 | R1.3t | R90.4b | R78.5b | 14.1x | 16.1x | 14x |
| Fri, 05 Mar 2021 | R1.5t | R81.1b | R60.9b | 19.9x | 24.4x | 18.3x |
| Mon, 07 Dec 2020 | R1.3t | R82.3b | R50.6b | 18.6x | 26.5x | 16.3x |
| Thu, 10 Sep 2020 | R1.3t | R78.9b | R53.7b | 16.4x | 24.7x | 16.8x |
| Wed, 03 Jun 2020 | R1.2t | R73.8b | R55.4b | 14.2x | 21.7x | 16.2x |
| Sat, 07 Mar 2020 | R1.0t | R56.1b | R46.6b | 15.4x | 22.5x | 18.7x |
Price to Earnings Ratio
23.2x
Current Industry PE
- There are only 2 companies in the South African Internet and Direct Marketing Retail 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 Internet and Direct Marketing Retail industry have declined 7.3% per year over the last three years.
- Meanwhile revenues for these companies have grown 38% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Comparison
How does South African Ecommerce compare with similar industries?
| ZA Market | 0.36% | |
| Consumer Discretionary | 2.71% | |
| Online Retail and Ecommerce | 4.61% | |
| Ecommerce | 4.61% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NPN Naspers | R3.50k | 4.6% +R30.5b | 49.2% | PE19.7x |