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South African (JSE) Specialty Stores Industry Analysis

UpdatedNov 18, 2024
DataAggregated Company Financials
Companies15
  • 7D-0.8%
  • 3M8.1%
  • 1Y30.8%
  • YTD33.5%

Last week, the Specialty Stores industry hasn't moved much but We Buy Cars Holdings is up 4.4% in that time. The past year has been better, since the industry has gained 31% in that time. Looking forward, earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

Has the South African Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 19 Nov 2024R310.6bR450.7bR14.7b10.7x21.2x0.7x
Thu, 17 Oct 2024R314.4bR429.5bR14.1b10.5x22.3x0.7x
Sat, 14 Sep 2024R290.4bR429.5bR14.2b8.8x20.5x0.7x
Mon, 12 Aug 2024R268.1bR428.0bR15.4b7.3x17.4x0.6x
Wed, 10 Jul 2024R262.2bR428.0bR15.4b7.3x17x0.6x
Fri, 07 Jun 2024R222.3bR425.1bR14.8b7.2x15x0.5x
Sun, 05 May 2024R229.2bR421.0bR14.9b7x15.4x0.5x
Tue, 02 Apr 2024R220.8bR421.0bR14.9b6.5x14.8x0.5x
Thu, 29 Feb 2024R221.3bR420.1bR15.0b6.2x14.8x0.5x
Sat, 27 Jan 2024R231.5bR410.9bR15.7b5.8x14.8x0.6x
Mon, 25 Dec 2023R221.4bR410.9bR15.7b5.9x14.1x0.5x
Wed, 22 Nov 2023R226.4bR402.9bR22.9b7.2x9.9x0.6x
Fri, 20 Oct 2023R199.9bR399.9bR23.1b7.2x8.7x0.5x
Sun, 17 Sep 2023R197.1bR399.4bR23.1b6.9x8.5x0.5x
Tue, 15 Aug 2023R212.6bR382.9bR23.4b7.1x9.1x0.6x
Thu, 13 Jul 2023R208.9bR382.9bR23.4b6.9x8.9x0.5x
Sat, 10 Jun 2023R199.6bR375.0bR24.1b7x8.3x0.5x
Mon, 08 May 2023R198.7bR373.1bR24.5b6.7x8.1x0.5x
Wed, 05 Apr 2023R209.5bR372.1bR24.6b7.7x8.5x0.6x
Fri, 03 Mar 2023R215.4bR369.5bR24.3b7.8x8.9x0.6x
Sun, 29 Jan 2023R235.0bR354.6bR24.0b8.1x9.8x0.7x
Tue, 27 Dec 2022R224.3bR354.4bR24.0b6.8x9.3x0.6x
Thu, 24 Nov 2022R241.0bR350.9bR23.4b6.9x10.3x0.7x
Sat, 22 Oct 2022R231.8bR346.4bR22.9b6.6x10.1x0.7x
Mon, 19 Sep 2022R245.2bR345.7bR22.8b7.4x10.7x0.7x
Wed, 17 Aug 2022R256.0bR335.9bR21.3b8.6x12x0.8x
Fri, 15 Jul 2022R224.3bR335.9bR21.3b8.2x10.5x0.7x
Sun, 12 Jun 2022R246.1bR333.5bR20.4b8.3x12x0.7x
Tue, 10 May 2022R243.0bR328.4bR16.1b8.1x15.1x0.7x
Thu, 07 Apr 2022R268.6bR327.8bR16.1b8.6x16.7x0.8x
Sat, 05 Mar 2022R253.7bR328.4bR16.1b9.5x15.8x0.8x
Mon, 31 Jan 2022R257.7bR326.1bR15.0b10.5x17.2x0.8x
Wed, 29 Dec 2021R251.5bR326.1bR14.9b10.1x16.9x0.8x
Fri, 26 Nov 2021R259.6bR311.9bR7.8b9.7x33.2x0.8x
Price to Earnings Ratio

33.2x


Total Market Cap: R259.6bTotal Earnings: R7.8bTotal Revenue: R311.9bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Specialty Stores Industry Price to Earnings3Y Average 13.3x202220232024
Current Industry PE
  • Investors are optimistic on the South African Specialty Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 21.2x which is higher than its 3-year average PE of 13.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.64x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 24% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

ZA Market-1.54%
Consumer Discretionary0.30%
Specialty Stores-0.75%
Automotive Retail3.07%
Home Furnishing Retail2.64%
Home Improvement Retail0.45%
Computer and Electronics Retail0%
Specialty Stores0%
Apparel Retail-1.71%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 17.9x.
    • Analysts are expecting annual earnings growth of 26.2%, which is higher than its past year's earnings growth of 6.7% per year.
  • Investors are most pessimistic about the Home Furnishing Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 6.3x.
Forecasted Growth
  • Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 64% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Automotive Retail industry is expected to see its earnings grow by 23% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
MTH Motus HoldingsR121.674.0%
+R820.0m		19.0%PE8.8x
WBC We Buy Cars HoldingsR39.604.2%
+R671.7m		n/aPE24.2x
SPG Super GroupR23.493.3%
+R254.0m		-32.5%PE183x
LEW Lewis GroupR79.806.4%
+R238.6m		102.1%PE9x
PPH Pepkor HoldingsR22.590.2%
+R146.7m		21.8%PS0.9x
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