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South African (JSE) Specialty Stores Industry Analysis
UpdatedDec 19, 2024
DataAggregated Company Financials
Companies15
- 7D-1.3%
- 3M17.5%
- 1Y54.2%
- YTD53.0%
Over the last 7 days, the Specialty Stores industry has dropped 1.2%, driven by Mr Price Group declining 2.4%. In the past year, the industry has gained 53%. Earnings are forecast to grow by 18% annually.
Industry Valuation and Performance
Has the South African Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 19 Dec 2024 | R356.5b | R447.8b | R18.2b | 11.4x | 19.6x | 0.8x |
| Sat, 16 Nov 2024 | R310.6b | R450.7b | R14.7b | 10.7x | 21.2x | 0.7x |
| Mon, 14 Oct 2024 | R314.6b | R429.5b | R14.1b | 10.3x | 22.3x | 0.7x |
| Wed, 11 Sep 2024 | R293.3b | R430.2b | R15.1b | 8.5x | 19.5x | 0.7x |
| Fri, 09 Aug 2024 | R268.1b | R428.0b | R15.4b | 7.3x | 17.4x | 0.6x |
| Sun, 07 Jul 2024 | R264.9b | R428.0b | R15.4b | 7.4x | 17.2x | 0.6x |
| Tue, 04 Jun 2024 | R228.0b | R424.7b | R14.8b | 7.2x | 15.4x | 0.5x |
| Thu, 02 May 2024 | R225.1b | R421.0b | R14.9b | 7.1x | 15.1x | 0.5x |
| Sat, 30 Mar 2024 | R220.8b | R421.0b | R14.9b | 6.5x | 14.8x | 0.5x |
| Mon, 26 Feb 2024 | R226.9b | R410.8b | R15.5b | 5.8x | 14.6x | 0.6x |
| Wed, 24 Jan 2024 | R214.5b | R410.9b | R15.7b | 5.8x | 13.7x | 0.5x |
| Fri, 22 Dec 2023 | R220.2b | R410.9b | R15.7b | 5.9x | 14x | 0.5x |
| Sun, 19 Nov 2023 | R224.1b | R402.9b | R22.9b | 7.2x | 9.8x | 0.6x |
| Tue, 17 Oct 2023 | R205.0b | R399.9b | R23.1b | 6.9x | 8.9x | 0.5x |
| Thu, 14 Sep 2023 | R197.7b | R399.4b | R23.1b | 6.8x | 8.5x | 0.5x |
| Sat, 12 Aug 2023 | R214.1b | R382.9b | R23.4b | 7.1x | 9.1x | 0.6x |
| Mon, 10 Jul 2023 | R202.3b | R382.9b | R23.4b | 6.7x | 8.6x | 0.5x |
| Wed, 07 Jun 2023 | R189.1b | R375.0b | R24.1b | 7x | 7.8x | 0.5x |
| Fri, 05 May 2023 | R194.4b | R373.1b | R24.5b | 6.6x | 7.9x | 0.5x |
| Sun, 02 Apr 2023 | R203.9b | R372.1b | R24.6b | 7.6x | 8.3x | 0.5x |
| Tue, 28 Feb 2023 | R219.4b | R369.7b | R24.4b | 7.2x | 9x | 0.6x |
| Thu, 26 Jan 2023 | R230.7b | R354.6b | R24.0b | 7.7x | 9.6x | 0.7x |
| Sat, 24 Dec 2022 | R224.3b | R354.4b | R24.0b | 6.8x | 9.3x | 0.6x |
| Mon, 21 Nov 2022 | R243.8b | R350.9b | R23.4b | 6.8x | 10.4x | 0.7x |
| Wed, 19 Oct 2022 | R241.2b | R345.8b | R22.8b | 6.7x | 10.6x | 0.7x |
| Fri, 16 Sep 2022 | R249.7b | R345.7b | R22.8b | 7.4x | 10.9x | 0.7x |
| Sun, 14 Aug 2022 | R252.9b | R335.9b | R21.3b | 8.4x | 11.9x | 0.8x |
| Tue, 12 Jul 2022 | R232.4b | R335.9b | R21.3b | 8.3x | 10.9x | 0.7x |
| Thu, 09 Jun 2022 | R254.4b | R328.6b | R16.1b | 8.2x | 15.8x | 0.8x |
| Sat, 07 May 2022 | R245.3b | R328.4b | R16.1b | 8.2x | 15.2x | 0.7x |
| Mon, 04 Apr 2022 | R270.9b | R327.8b | R16.1b | 8.7x | 16.9x | 0.8x |
| Wed, 02 Mar 2022 | R264.0b | R328.4b | R16.1b | 9.8x | 16.4x | 0.8x |
| Fri, 28 Jan 2022 | R260.2b | R326.1b | R15.0b | 10.6x | 17.4x | 0.8x |
| Sun, 26 Dec 2021 | R250.3b | R326.1b | R14.9b | 10x | 16.8x | 0.8x |
Price to Earnings Ratio
16.8x
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 19.5x 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 6.9% per year over the last three years.
- Revenues for these companies have grown 11% 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 | -1.61% | |
| Consumer Discretionary | -0.44% | |
| Specialty Stores | -1.31% | |
| Home Improvement Retail | 1.53% | |
| Computer and Electronics Retail | 0% | |
| Specialty Stores | 0% | |
| Home Furnishing Retail | -0.30% | |
| Apparel Retail | -0.97% | |
| Automotive Retail | -4.27% | |
Industry PE
- Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 17.2x.
- Analysts are expecting annual earnings growth of 19.4%, which is higher than its past year's earnings growth of 12.8% 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 Automotive Retail industry, expecting annual earnings growth of 25% over the next 5 years.
- This is better than its past earnings decline of 43% per year.
- In contrast, the Home Improvement Retail industry is expected to see its earnings decline by 32% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PPH Pepkor Holdings | R29.32 | 1.4% +R1.9b | 55.9% | PE46.3x | |
| CSB Cashbuild | R212.50 | 7.8% +R319.1m | 27.2% | PE52.8x |