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South African (JSE) Specialty Stores Industry Analysis

UpdatedNov 28, 2021
DataAggregated Company Financials
Companies13
  • 7D0.009%
  • 3M-5.9%
  • 1Y36.1%
  • YTD39.3%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably Mr Price Group gained 5.3%. The past year has been better, since the industry has gained 36% in that time.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Tue, 30 Nov 2021R246.9bR326.1bR14.9b9.5x
Thu, 28 Oct 2021R265.5bR305.0bR7.2b9x
Sat, 25 Sep 2021R259.4bR303.0bR6.9b11.1x
Mon, 23 Aug 2021R277.0bR303.0bR6.9b10x
Sat, 10 Jul 2021R263.3bR303.0bR6.9b10.6x
Fri, 02 Apr 2021R226.7bR292.9bR3.5b13.1x
Mon, 04 Jan 2021R188.7bR280.4bR1.3b11.9x
Thu, 08 Oct 2020R153.5bR275.8bR2.2b13.4x
Wed, 01 Jul 2020R135.7bR273.8bR5.7b12.1x
Sat, 04 Apr 2020R121.6bR285.3bR11.5b9.4x
Tue, 07 Jan 2020R217.7bR293.3bR14.3b13.4x
Mon, 30 Sep 2019R212.9bR292.7bR14.8b13.1x
Thu, 04 Jul 2019R240.7bR295.6bR15.1b14.2x
Sun, 07 Apr 2019R232.3bR292.6bR16.4b13.1x
Wed, 09 Jan 2019R271.3bR287.8bR17.0b12.1x
PE Ratio

14.4x

Total Market Cap: R272.8bTotal Earnings: R16.6bTotal Revenue: R283.8b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 12.5x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Specialty Retail industry have declined 3.5% per year over the last three years, while revenues for these companies have grown 4.7% 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 Trends

Which industries have driven the changes within the South African Specialty Stores industry?

Home Furnishing Retail8.30%
Automotive Retail0.83%
Apparel Retail0.52%
Home Improvement Retail-5.41%

Industry PE: Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 16.7x. However analysts are expecting annual earnings growth of 13%, which is lower than the prior year's growth of 30% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Home Furnishing Retail industry, which is trading below its 3-year average of 6.7x.

Forecasted Growth: Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 13% over the next 5 years. Meanwhile, the Apparel Retail industry is expected to see its earnings grow by 13% per year over the next few years.

Top Stock Gainers and Losers

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

Company7D1YValuation
MRP Mr Price Group5.3%+R2.5b19.3%PE16.9x
SPG Super Group4.1%+R454.0m31.6%PE11.4x
CSB Cashbuild2.2%+R119.7m-6.0%PE8.3x
LEW Lewis Group8.4%+R117.5m102.2%PE5.6x
RTN Rex Trueform Group1.9%+R5.2m-18.8%PE12.2x
Simply Wall St
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17-21 Bellevue Street, Surry Hills, Sydney
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LEW

R47.00

Lewis Group

7D

8.4%

1Y

102.2%