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South African (JSE) Diversified Financial Industry Analysis

UpdatedSep 28, 2025
DataAggregated Company Financials
Companies7
  • 7D-3.0%
  • 3M4.5%
  • 1Y-5.0%
  • YTD4.5%

Over the last 7 days, the Diversified Financial industry has dropped 3.0%, driven by FirstRand declining 3.3%. Overall the industry is down 5.0% in 12 months. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

Has the South African Diversified Financial Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 28 Sep 2025R542.3bR198.7bR46.3b10.4x11.7x2.7x
Tue, 26 Aug 2025R535.4bR195.6bR47.1b10.2x11.4x2.7x
Thu, 24 Jul 2025R515.5bR195.7bR47.2b10.1x10.9x2.6x
Sat, 21 Jun 2025R499.8bR195.7bR47.2b10.2x10.6x2.6x
Mon, 19 May 2025R521.8bR195.5bR47.1b10.4x11.1x2.7x
Wed, 16 Apr 2025R487.0bR195.5bR47.1b10.2x10.3x2.5x
Fri, 14 Mar 2025R496.1bR193.7bR40.7b11x12.2x2.6x
Sun, 09 Feb 2025R515.8bR191.2bR39.4b17.9x13.1x2.7x
Tue, 07 Jan 2025R525.5bR191.3bR39.5b11.8x13.3x2.7x
Thu, 05 Dec 2024R534.1bR191.3bR39.5b13.6x13.5x2.8x
Sat, 02 Nov 2024R528.8bR191.2bR39.5b12.2x13.4x2.8x
Mon, 30 Sep 2024R572.6bR191.2bR39.5b12.5x14.5x3x
Wed, 28 Aug 2024R571.7bR188.5bR38.1b10.4x15x3x
Fri, 26 Jul 2024R531.3bR188.5bR38.1b9.9x13.9x2.8x
Sun, 23 Jun 2024R516.9bR188.5bR38.1b10x13.6x2.7x
Tue, 21 May 2024R467.0bR188.2bR38.1b10.1x12.3x2.5x
Thu, 18 Apr 2024R404.6bR188.2bR38.1b9.5x10.6x2.1x
Sat, 16 Mar 2024R442.2bR187.4bR44.7b9.5x9.9x2.4x
Mon, 12 Feb 2024R456.5bR182.8bR43.1b10x10.6x2.5x
Wed, 10 Jan 2024R497.0bR182.8bR43.1b10.9x11.5x2.7x
Fri, 08 Dec 2023R460.5bR182.8bR42.5b11.3x10.8x2.5x
Sun, 05 Nov 2023R458.3bR182.6bR42.5b12x10.8x2.5x
Tue, 03 Oct 2023R446.9bR182.2bR42.2b13.8x10.6x2.5x
Thu, 31 Aug 2023R511.5bR210.7bR47.2b7.7x10.8x2.4x
Sat, 29 Jul 2023R503.7bR210.7bR47.2b8x10.7x2.4x
Mon, 26 Jun 2023R458.8bR210.7bR47.5b8.4x9.7x2.2x
Wed, 24 May 2023R426.6bR210.5bR47.6b9.9x9x2x
Fri, 21 Apr 2023R436.1bR210.5bR47.6b10.1x9.2x2.1x
Sun, 19 Mar 2023R421.8bR203.2bR48.5b7.6x8.7x2.1x
Tue, 14 Feb 2023R445.7bR195.7bR46.3b7.9x9.6x2.3x
Thu, 12 Jan 2023R433.2bR195.7bR46.3b7.8x9.4x2.2x
Sat, 10 Dec 2022R423.2bR195.7bR47.0b6.1x9x2.2x
Mon, 07 Nov 2022R449.9bR195.4bR47.0b8.8x9.6x2.3x
Wed, 05 Oct 2022R426.3bR195.4bR47.1b5.7x9x2.2x
Price to Earnings Ratio

9x


Total Market Cap: R426.3bTotal Earnings: R47.1bTotal Revenue: R195.4bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Diversified Financial Industry Price to Earnings3Y Average 11.2x202320242025
Current Industry PE
  • Investors are relatively neutral on the South African Diversified Financial industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 11.2x.
  • The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Diversified Financial industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Trends

Which industries have driven the changes within the South African Financials industry?

ZA Market0.17%
Financials-2.94%
Diversified Financial-2.97%
Transaction and Payment Processing Services2.22%
Specialized Finance0%0
Multi-Sector Holdings-1.68%
Other Diversified Financial Services-3.29%
Industry PE
  • Investors are most optimistic about the Multi-Sector Holdings industry which is trading above its 3-year average PE ratio.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Transaction and Payment Processing Services industry, which is trading below its 3-year average of 12.9x.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 12% over the next 5 years.
  • This is better than its past earnings growth rate of 9.6% per year.
  • In contrast, the Other Diversified Financial Services industry is expected to see its earnings grow by 12% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
SBP Sabvest CapitalR111.924.7%
+R190.1m		34.8%PE5.1x
CTA Capital AppreciationR1.842.2%
+R46.8m		13.6%PE10.4x
DNB Deneb InvestmentsR2.552.0%
+R22.1m		6.3%PE9.5x

Latest News

REM
R172.72
Remgro
7D
-2.0%
1Y
8.8%
DNB
R2.55
Deneb Investments
7D
2.0%
1Y
6.3%
FSR
R78.32
FirstRand
7D
-3.3%
1Y
-7.7%

Lower Inflation And Political Stability Will Stimulate Credit Growth Opportunities

FirstRand’s future P/E multiple has decreased while its net profit margin has improved, supporting a marginal increase in the consensus analyst price target from ZAR88.49 to ZAR89.61. What's in the News FirstRand raised its full-year earnings guidance for FY2025, now expecting low double-digit to mid-teens earnings growth, above its long-term target of nominal GDP + 0–3%.
SBP
R111.92
Sabvest Capital
7D
4.7%
1Y
34.8%
CTA
R1.84
Capital Appreciation
7D
2.2%
1Y
13.6%