Narrative Update • May 18

All of the companies in the Automotive Retail industry have been up over the last week, with the industry up 1.7%. In the past year, the industry is down 13%. Looking forward, earnings are forecast to grow by 14% annually.
Has the South African Automotive Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 26 May 2026 | R41.4b | R203.5b | R4.9b | 6.7x | 8.4x | 0.2x |
| Thu, 23 Apr 2026 | R44.8b | R201.1b | R4.9b | 8.1x | 9.2x | 0.2x |
| Sat, 21 Mar 2026 | R48.6b | R201.1b | R4.9b | 7.6x | 10x | 0.2x |
| Mon, 16 Feb 2026 | R48.9b | R198.1b | R4.5b | 8.6x | 10.8x | 0.2x |
| Wed, 14 Jan 2026 | R52.2b | R198.1b | R4.5b | 8.5x | 11.6x | 0.3x |
| Fri, 12 Dec 2025 | R50.1b | R198.1b | R4.5b | 8.5x | 11.1x | 0.3x |
| Sun, 09 Nov 2025 | R46.7b | R196.7b | R4.5b | 8.1x | 10.4x | 0.2x |
| Tue, 07 Oct 2025 | R49.3b | R195.7b | R4.2b | 8.3x | 11.7x | 0.3x |
| Thu, 04 Sep 2025 | R47.7b | R214.1b | R3.6b | 8.4x | 13.2x | 0.2x |
| Sat, 02 Aug 2025 | R47.3b | R214.3b | R3.6b | 7.5x | 13.1x | 0.2x |
| Mon, 30 Jun 2025 | R48.0b | R214.3b | R3.6b | 7.6x | 13.3x | 0.2x |
| Wed, 28 May 2025 | R48.5b | R214.3b | R3.6b | 8.1x | 13.5x | 0.2x |
| Fri, 25 Apr 2025 | R45.4b | R212.0b | R3.1b | 6.4x | 14.8x | 0.2x |
| Sun, 23 Mar 2025 | R44.6b | R212.0b | R3.1b | 6.5x | 14.5x | 0.2x |
| Tue, 18 Feb 2025 | R50.2b | R215.0b | R3.2b | 31.7x | 15.9x | 0.2x |
| Thu, 16 Jan 2025 | R50.0b | R215.0b | R3.2b | 30.6x | 15.8x | 0.2x |
| Sat, 14 Dec 2024 | R53.7b | R215.0b | R3.2b | 32.4x | 17x | 0.2x |
| Mon, 11 Nov 2024 | R46.5b | R213.2b | R3.5b | 15.7x | 13.3x | 0.2x |
| Wed, 09 Oct 2024 | R43.2b | R191.5b | R2.9b | 8.2x | 15x | 0.2x |
| Fri, 06 Sep 2024 | R45.8b | R192.0b | R4.3b | 6.4x | 10.6x | 0.2x |
| Sun, 04 Aug 2024 | R41.1b | R190.3b | R4.8b | 6.1x | 8.5x | 0.2x |
| Tue, 02 Jul 2024 | R40.8b | R190.3b | R4.8b | 5.9x | 8.5x | 0.2x |
| Thu, 30 May 2024 | R36.8b | R190.3b | R4.8b | 5.3x | 7.6x | 0.2x |
| Sat, 27 Apr 2024 | R33.2b | R190.4b | R4.8b | 4.9x | 6.9x | 0.2x |
| Mon, 25 Mar 2024 | R26.1b | R190.4b | R4.8b | 5.2x | 5.4x | 0.1x |
| Wed, 21 Feb 2024 | R26.9b | R181.1b | R5.4b | 5x | 5x | 0.1x |
| Fri, 19 Jan 2024 | R29.8b | R181.1b | R5.4b | 5.5x | 5.6x | 0.2x |
| Sun, 17 Dec 2023 | R28.0b | R181.1b | R5.4b | 5x | 5.2x | 0.2x |
| Tue, 14 Nov 2023 | R31.0b | R181.1b | R5.4b | 5.2x | 5.8x | 0.2x |
| Thu, 12 Oct 2023 | R29.7b | R180.6b | R5.4b | 5x | 5.5x | 0.2x |
| Sat, 09 Sep 2023 | R30.1b | R180.6b | R5.4b | 5.1x | 5.6x | 0.2x |
| Mon, 07 Aug 2023 | R31.2b | R164.5b | R5.4b | 5.2x | 5.8x | 0.2x |
| Wed, 05 Jul 2023 | R29.7b | R164.5b | R5.4b | 4.9x | 5.5x | 0.2x |
| Fri, 02 Jun 2023 | R28.4b | R164.5b | R5.4b | 4.7x | 5.3x | 0.2x |
5.3x
How does South African Automotive Retail compare with similar industries?
| ZA Market | 1.93% | |
| Consumer Discretionary | -1.16% | |
| Specialty Stores | 1.46% | |
| Automotive Retail | 0.80% | |
| Home Improvement Retail | 6.01% | |
| Apparel Retail | 1.39% | |
| Home Furnishing Retail | -0.01% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SPG Super Group | R17.30 | 5.2% +R287.2m | -42.5% | PE6.4x | |
| MTH Motus Holdings | R103.00 | 1.3% +R239.8m | 17.3% | PE6.7x |