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South African (JSE) Asset Management Industry Analysis

UpdatedNov 20, 2024
DataAggregated Company Financials
Companies16
  • 7D0.8%
  • 3M16.0%
  • 1Y19.2%
  • YTDn/a

In the last week, Asset Management has been flat. As for the the longer term, the industry is up 19% over the past 12 months. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

Has the South African Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 Nov 2024R77.4bR23.0bR3.8b10.5x20.2x3.4x
Sat, 19 Oct 2024R75.4bR22.3bR3.2b10.5x23.5x3.4x
Mon, 16 Sep 2024R66.6bR22.0bR3.5b9.7x19.2x3x
Wed, 14 Aug 2024R61.0bR22.0bR4.2b9.8x14.6x2.8x
Fri, 12 Jul 2024R65.5bR22.0bR4.9b10x13.3x3x
Sun, 09 Jun 2024R58.1bR21.6bR5.2b9.5x11.2x2.7x
Tue, 07 May 2024R55.6bR21.3bR4.2b11x13.2x2.6x
Thu, 04 Apr 2024R54.9bR21.0bR3.0b10.7x18.1x2.6x
Sat, 02 Mar 2024R57.7bR20.4b-R520,631,000.0014.4x-110.9x2.8x
Mon, 29 Jan 2024R63.5bR24.4b-R147,838,000.0012x-429.8x2.6x
Wed, 27 Dec 2023R63.2bR24.4b-R147,838,000.0012.2x-427.3x2.6x
Fri, 24 Nov 2023R61.1bR25.9b-R1,092,450,977.0015.3x-56x2.4x
Sun, 22 Oct 2023R63.4bR26.2b-R784,128,977.0013.8x-80.8x2.4x
Tue, 19 Sep 2023R64.0bR25.9b-R851,819,977.0013.5x-75.2x2.5x
Thu, 17 Aug 2023R57.4bR24.2b-R2,288,034,977.0014.7x-25.1x2.4x
Sat, 15 Jul 2023R56.0bR24.1b-R2,400,034,977.0018x-23.3x2.3x
Mon, 12 Jun 2023R58.8bR24.0b-R896,444,000.0017.8x-65.6x2.4x
Wed, 10 May 2023R57.9bR24.1b-R188,855,786.0012.3x-306.8x2.4x
Fri, 07 Apr 2023R58.6bR23.8bR2.4b10.4x24.7x2.5x
Sun, 05 Mar 2023R69.4bR26.0bR4.2b9.7x16.4x2.7x
Tue, 31 Jan 2023R70.1bR26.0bR4.2b9.5x16.5x2.7x
Thu, 29 Dec 2022R67.9bR26.0bR4.3b9.3x16x2.6x
Sat, 26 Nov 2022R67.2bR26.2bR9.4b9.4x7.2x2.6x
Mon, 24 Oct 2022R65.0bR27.2bR10.4b8.1x6.3x2.4x
Wed, 21 Sep 2022R66.4bR26.9bR10.4b8.2x6.4x2.5x
Fri, 19 Aug 2022R68.5bR27.0bR10.6b7.9x6.5x2.5x
Sun, 17 Jul 2022R65.8bR27.0bR10.6b7.2x6.2x2.4x
Tue, 14 Jun 2022R68.2bR27.5bR9.8b7.6x7x2.5x
Thu, 12 May 2022R74.0bR28.2bR10.1b8.2x7.3x2.6x
Sat, 09 Apr 2022R79.2bR27.6bR12.1b5.2x6.5x2.9x
Mon, 07 Mar 2022R77.0bR27.2bR10.2b9.2x7.5x2.8x
Wed, 02 Feb 2022R85.2bR27.2bR10.3b10.2x8.3x3.1x
Fri, 31 Dec 2021R84.3bR27.3bR9.3b10.4x9.1x3.1x
Sun, 28 Nov 2021R78.5bR27.8bR9.2b9.9x8.5x2.8x
Price to Earnings Ratio

8.5x


Total Market Cap: R78.5bTotal Earnings: R9.2bTotal Revenue: R27.8bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Asset Management Industry Price to Earnings3Y Average -33.1x202220232024
Current Industry PE
  • Investors are pessimistic on the South African Asset Management and Custody Banks industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 20.2x which is higher than its 3-year average PE of -33.1x.
  • The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.4x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 25% per year over the last three years,
  • Revenues have also declined 6.2% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does South African Asset Management compare with similar industries?

ZA Market0.33%
Financials-0.24%
Capital Markets-1.07%
Asset Management0.83%
Investment Banking and Brokerage0%
Financial Exchanges and Data-0.32%
Diversified Capital Markets-2.29%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
AIL African Rainbow Capital InvestmentsR7.702.7%
+R301.1m		60.4%PE5.1x
AFH Alexander Forbes Group HoldingsR7.503.3%
+R296.5m		28.2%PE16.5x
CML Coronation Fund ManagersR39.552.0%
+R269.2m		24.3%PE6.3x
BAT BraitR1.973.1%
+R231.8m		-10.0%PE16.3x
PPE Purple GroupR1.101.9%
+R28.0m		89.7%PS4.8x
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Latest News

ZED

R1.73

Zeder Investments

7D

-12.6%

1Y

2.4%

CML

R39.55

Coronation Fund Managers

7D

2.0%

1Y

24.3%

BAT

R1.97

Brait

7D

3.1%

1Y

-10.0%

RHB

R2.19

RH Bophelo

7D

6.8%

1Y

9.5%

PPE

R1.10

Purple Group

7D

1.9%

1Y

89.7%

EPE

R5.06

EPE Capital Partners

7D

1.6%

1Y

3.3%

KST

R18.45

PSG Financial Services

7D

-2.4%

1Y

22.3%

AIL

R7.70

African Rainbow Capital Investments

7D

2.7%

1Y

60.4%

SYG

R22.00

Sygnia

7D

-0.3%

1Y

15.8%

MHB

R4.05

Mahube Infrastructure

7D

-0.2%

1Y

0%

AFH

R7.50

Alexander Forbes Group Holdings

7D

3.3%

1Y

28.2%

Alexander Forbes Group Holdings Limited's (JSE:AFH) CEO Compensation Is Looking A Bit Stretched At The Moment

Aug 23
Alexander Forbes Group Holdings Limited's (JSE:AFH) CEO Compensation Is Looking A Bit Stretched At The Moment

MTNZF

R8.01

MTN Zakhele Futhi (RF)

7D

-12.5%

1Y

-50.6%

TRE

R7.46

Trencor

7D

1.5%

1Y

6.7%