New Narrative • Jul 16

Over the last 7 days, the Drug Retail industry has remained flat, although notably Clicks Group gained 4.1%. As for the longer term, the industry has declined 29% in the last year. Earnings are forecast to grow by 9.5% annually.
Has the South African Drug Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jul 2026 | R80.9b | R92.4b | R4.3b | 22.1x | 18.8x | 0.9x |
| Thu, 18 Jun 2026 | R82.6b | R92.4b | R4.3b | 22.5x | 19.2x | 0.9x |
| Sat, 16 May 2026 | R89.9b | R90.4b | R4.6b | 21.6x | 19.7x | 1x |
| Mon, 13 Apr 2026 | R101.1b | R88.7b | R4.5b | 23.5x | 22.6x | 1.1x |
| Wed, 11 Mar 2026 | R100.1b | R88.7b | R4.5b | 23x | 22.4x | 1.1x |
| Fri, 06 Feb 2026 | R105.7b | R88.7b | R4.5b | 23.9x | 23.6x | 1.2x |
| Sun, 04 Jan 2026 | R108.3b | R88.7b | R4.5b | 24.3x | 24.2x | 1.2x |
| Tue, 02 Dec 2025 | R110.1b | R88.7b | R4.5b | 24.4x | 24.6x | 1.2x |
| Thu, 30 Oct 2025 | R115.3b | R87.0b | R4.4b | 25.6x | 26.1x | 1.3x |
| Sat, 27 Sep 2025 | R112.8b | R86.0b | R4.2b | 26x | 27x | 1.3x |
| Mon, 25 Aug 2025 | R121.3b | R86.0b | R4.2b | 27.8x | 29x | 1.4x |
| Wed, 23 Jul 2025 | R113.9b | R86.0b | R4.2b | 25.9x | 27.2x | 1.3x |
| Fri, 20 Jun 2025 | R112.1b | R86.0b | R4.2b | 25.6x | 26.8x | 1.3x |
| Sun, 18 May 2025 | R119.0b | R84.8b | R4.1b | 28.3x | 29.3x | 1.4x |
| Tue, 15 Apr 2025 | R113.3b | R83.4b | R3.9b | 27.9x | 29.1x | 1.4x |
| Thu, 13 Mar 2025 | R108.1b | R83.4b | R3.9b | 27x | 27.7x | 1.3x |
| Sat, 08 Feb 2025 | R113.8b | R83.4b | R3.9b | 28.7x | 29.2x | 1.4x |
| Mon, 06 Jan 2025 | R120.8b | R83.4b | R3.9b | 30.5x | 31x | 1.4x |
| Wed, 04 Dec 2024 | R127.6b | R83.4b | R3.9b | 32.1x | 32.7x | 1.5x |
| Fri, 01 Nov 2024 | R121.3b | R83.4b | R3.9b | 30.5x | 31.1x | 1.5x |
| Sun, 29 Sep 2024 | R127.3b | R79.7b | R3.6b | 34.4x | 35x | 1.6x |
| Tue, 27 Aug 2024 | R117.8b | R79.7b | R3.6b | 32.1x | 32.3x | 1.5x |
| Thu, 25 Jul 2024 | R111.3b | R79.7b | R3.6b | 30.7x | 30.6x | 1.4x |
| Sat, 22 Jun 2024 | R110.6b | R79.7b | R3.6b | 30.2x | 30.4x | 1.4x |
| Mon, 20 May 2024 | R102.0b | R77.6b | R3.6b | 29.8x | 28.7x | 1.3x |
| Wed, 17 Apr 2024 | R97.0b | R75.8b | R3.4b | 28.4x | 28.2x | 1.3x |
| Fri, 15 Mar 2024 | R101.1b | R75.8b | R3.4b | 29.8x | 29.4x | 1.3x |
| Sun, 11 Feb 2024 | R98.6b | R75.8b | R3.4b | 28.7x | 28.7x | 1.3x |
| Tue, 09 Jan 2024 | R102.4b | R75.8b | R3.4b | 29.5x | 29.8x | 1.4x |
| Thu, 07 Dec 2023 | R98.8b | R75.8b | R3.4b | 28.5x | 28.7x | 1.3x |
| Sat, 04 Nov 2023 | R90.7b | R74.3b | R3.5b | 24.4x | 25.6x | 1.2x |
| Mon, 02 Oct 2023 | R82.5b | R72.7b | R3.6b | 22.2x | 23x | 1.1x |
| Wed, 30 Aug 2023 | R88.2b | R72.7b | R3.6b | 23.5x | 24.6x | 1.2x |
| Fri, 28 Jul 2023 | R88.6b | R72.7b | R3.6b | 24.3x | 24.7x | 1.2x |
24.7x
How does South African Drug Retail compare with similar industries?
| ZA Market | -1.49% | |
| Consumer Staples | 0.44% | |
| Food and Staples Retail | 1.02% | |
| Drug Retail | 2.72% | |
| Food Distributors | 1.09% | |
| Food Retail | 0.32% | |
| Big Box Super Stores | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CLS Clicks Group | R227.56 | 4.4% +R2.2b | -37.6% | PE16x |