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South African (JSE) Diversified Financial Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies7
  • 7D3.3%
  • 3M5.2%
  • 1Y29.2%
  • YTD4.3%

Over the last 7 days, the Diversified Financial industry has risen 3.3%, driven by gains from FirstRand of 3.7%. In the same time, Sabvest Capital was down 5.2%. This means that the industry has gained 29% over the past year. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026R640.0bR205.7bR49.3b12x13x3.1x
Thu, 14 May 2026R603.4bR205.6bR49.3b11.2x12.2x2.9x
Sat, 11 Apr 2026R613.2bR205.6bR49.3b9.8x12.4x3x
Mon, 09 Mar 2026R592.1bR204.7bR47.5b10x12.5x2.9x
Wed, 04 Feb 2026R638.4bR199.0bR46.4b10.9x13.8x3.2x
Fri, 02 Jan 2026R616.0bR199.0bR46.4b10.3x13.3x3.1x
Sun, 30 Nov 2025R560.6bR199.1bR46.3b9.3x12.1x2.8x
Tue, 28 Oct 2025R559.9bR198.7bR46.3b9.3x12.1x2.8x
Thu, 25 Sep 2025R554.4bR198.7bR46.3b10.4x12x2.8x
Sat, 23 Aug 2025R541.2bR195.6bR47.1b10.2x11.5x2.8x
Mon, 21 Jul 2025R533.4bR195.7bR47.2b10.1x11.3x2.7x
Wed, 18 Jun 2025R494.8bR195.7bR47.2b10.1x10.5x2.5x
Fri, 16 May 2025R516.3bR195.5bR47.1b10.2x10.9x2.6x
Sun, 13 Apr 2025R460.9bR195.5bR47.1b10.5x9.8x2.4x
Tue, 11 Mar 2025R501.8bR193.7bR40.7b11x12.3x2.6x
Thu, 06 Feb 2025R507.8bR191.2bR39.4b17.4x12.9x2.7x
Sat, 04 Jan 2025R526.0bR191.3bR39.5b12x13.3x2.7x
Mon, 02 Dec 2024R523.6bR191.2bR39.5b13.1x13.2x2.7x
Wed, 30 Oct 2024R521.7bR191.2bR39.5b12.1x13.2x2.7x
Fri, 27 Sep 2024R572.9bR191.2bR39.5b12.5x14.5x3x
Sun, 25 Aug 2024R564.7bR188.5bR38.1b10.1x14.8x3x
Tue, 23 Jul 2024R524.9bR188.5bR38.1b9.8x13.8x2.8x
Thu, 20 Jun 2024R512.8bR188.5bR38.1b10x13.4x2.7x
Sat, 18 May 2024R463.0bR188.2bR38.1b10.1x12.2x2.5x
Mon, 15 Apr 2024R414.3bR188.2bR38.1b8.9x10.9x2.2x
Wed, 13 Mar 2024R443.5bR187.4bR44.7b9.5x9.9x2.4x
Fri, 09 Feb 2024R457.8bR182.8bR43.1b10x10.6x2.5x
Sun, 07 Jan 2024R494.6bR182.8bR43.1b11x11.5x2.7x
Tue, 05 Dec 2023R471.0bR182.8bR42.5b11.9x11.1x2.6x
Thu, 02 Nov 2023R433.8bR182.2bR42.2b13.6x10.3x2.4x
Sat, 30 Sep 2023R446.9bR182.2bR42.2b14.2x10.6x2.5x
Mon, 28 Aug 2023R505.5bR210.7bR47.2b7.4x10.7x2.4x
Wed, 26 Jul 2023R491.4bR210.7bR47.2b8.5x10.4x2.3x
Fri, 23 Jun 2023R465.7bR210.7bR47.5b8.2x9.8x2.2x
Price to Earnings Ratio

9.8x


Total Market Cap: R465.7bTotal Earnings: R47.5bTotal Revenue: R210.7bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Diversified Financial Industry Price to Earnings3Y Average 12x202420252026
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 12.0x.
  • The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.1x.
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 Market1.40%
Financials3.70%
Diversified Financial3.32%
Other Diversified Financial Services3.80%
Multi-Sector Holdings1.27%
Specialized Finance0%0
Transaction and Payment Processing Services-4.15%
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 Other Diversified Financial Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.9x.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings growth rate of 10% per year.
  • In contrast, the Other Diversified Financial Services industry is expected to see its earnings grow by 16% 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
FSR FirstRandR95.624.3%
+R22.2b		33.1%PE12.1x
REM RemgroR190.272.5%
+R2.6b		24.6%PE21.9x
SBP Sabvest CapitalR153.996.2%
+R337.6m		40.0%PE5.2x

Latest News

FSR
R95.62
FirstRand
7D
4.3%
1Y
33.1%
Narrative Update • Jun 07

FSR: Earnings Resilience And Discount Rate Shift Will Support Future Upside

Analysts have made a small upward tweak to their ZAR price target for FirstRand, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following recent research that included a downgrade at Citi. What's in the News Analysts have revised fair value, discount rate, revenue growth assumptions, profit margin and future P/E inputs for FirstRand following recent research updates.
DNB
R2.65
Deneb Investments
7D
-5.4%
1Y
35.2%
SBP
R153.99
Sabvest Capital
7D
6.2%
1Y
40.0%
REM
R190.27
Remgro
7D
2.5%
1Y
24.6%
ACT
R0.86
AfroCentric Investment
7D
-2.3%
1Y
-44.5%