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South African (JSE) Diversified Financial Industry Analysis

UpdatedJul 09, 2026
DataAggregated Company Financials
Companies7
  • 7D-1.9%
  • 3M4.7%
  • 1Y22.7%
  • YTD4.6%

Over the last 7 days, the Diversified Financial industry has dropped 1.9%, driven by FirstRand declining 1.5%. This takes the industry's 12 month performance to a gain of 23%. 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
Thu, 09 Jul 2026R642.0bR205.7bR49.3b12x13x3.1x
Sat, 06 Jun 2026R619.4bR205.8bR49.4b10.7x12.5x3x
Mon, 04 May 2026R609.4bR205.6bR49.3b11.2x12.4x3x
Wed, 01 Apr 2026R593.5bR205.6bR49.3b9.3x12x2.9x
Fri, 27 Feb 2026R672.6bR199.1bR46.1b10.3x14.6x3.4x
Sun, 25 Jan 2026R620.5bR199.0bR46.4b11.7x13.4x3.1x
Tue, 23 Dec 2025R599.2bR199.0bR46.4b10.5x12.9x3x
Thu, 20 Nov 2025R566.2bR198.7bR46.3b9.3x12.2x2.8x
Sat, 18 Oct 2025R550.4bR198.7bR46.3b9.6x11.9x2.8x
Mon, 15 Sep 2025R558.9bR198.6bR49.5b9.7x11.3x2.8x
Wed, 13 Aug 2025R531.9bR195.7bR47.2b10.5x11.3x2.7x
Fri, 11 Jul 2025R525.5bR195.7bR47.2b9.6x11.1x2.7x
Sun, 08 Jun 2025R521.9bR195.7bR47.2b10.7x11.1x2.7x
Tue, 06 May 2025R507.4bR195.5bR47.1b10.2x10.8x2.6x
Thu, 03 Apr 2025R481.9bR195.5bR47.1b10.2x10.2x2.5x
Sat, 01 Mar 2025R490.4bR191.2bR39.4b15.9x12.4x2.6x
Mon, 27 Jan 2025R511.4bR191.3bR39.5b12.2x12.9x2.7x
Wed, 25 Dec 2024R529.7bR191.3bR39.5b11.4x13.4x2.8x
Fri, 22 Nov 2024R532.9bR191.2bR39.5b12.5x13.5x2.8x
Sun, 20 Oct 2024R561.2bR191.2bR39.5b12.2x14.2x2.9x
Tue, 17 Sep 2024R553.4bR190.2bR38.3b11.6x14.4x2.9x
Thu, 15 Aug 2024R542.6bR188.5bR38.1b9.5x14.2x2.9x
Sat, 13 Jul 2024R527.4bR188.5bR38.1b9.5x13.8x2.8x
Mon, 10 Jun 2024R431.0bR188.5bR38.1b9x11.3x2.3x
Wed, 08 May 2024R444.5bR188.2bR38.1b9.7x11.7x2.4x
Fri, 05 Apr 2024R425.6bR188.7bR38.5b9.4x11.1x2.3x
Sun, 03 Mar 2024R458.5bR186.9bR44.8b9.6x10.2x2.5x
Tue, 30 Jan 2024R468.2bR182.8bR43.1b10.3x10.9x2.6x
Thu, 28 Dec 2023R506.9bR182.8bR43.1b11.3x11.8x2.8x
Sat, 25 Nov 2023R471.1bR182.6bR42.5b12.2x11.1x2.6x
Mon, 23 Oct 2023R422.7bR182.2bR42.2b13.8x10x2.3x
Wed, 20 Sep 2023R454.2bR210.8bR47.1b10.4x9.7x2.2x
Fri, 18 Aug 2023R490.7bR210.7bR47.2b7.9x10.4x2.3x
Sun, 16 Jul 2023R483.1bR210.7bR47.2b8.1x10.2x2.3x
Price to Earnings Ratio

10.2x


Total Market Cap: R483.1bTotal Earnings: R47.2bTotal Revenue: R210.7bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Diversified Financial Industry Price to Earnings3Y Average 12.1x202420252026
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 12.1x.
  • 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 Market-1.72%
Financials-1.65%
Diversified Financial-1.92%
Specialized Finance0%0
Transaction and Payment Processing Services0%0
Other Diversified Financial Services-1.48%
Multi-Sector Holdings-4.00%
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 11.0x.
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
SBP Sabvest CapitalR149.982.4%
+R130.1m		53.0%PE5x
RMH RMB HoldingsR0.5614.3%
+R84.6m		36.6%PS7.5x
AXX AraxiR1.851.6%
+R34.5m		8.8%PE12.9x

Latest News

AXX
R1.85
Araxi
7D
1.6%
1Y
8.8%
RMH
R0.56
RMB Holdings
7D
14.3%
1Y
36.6%
FSR
R95.97
FirstRand
7D
-0.4%
1Y
27.8%
Narrative Update • Jun 23

FSR: Earnings Resilience And Citi Downgrade Will Shape Future Upside

Analysts have nudged their price target for FirstRand slightly higher, with fair value moving from ZAR104.41 to ZAR105.13. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions following recent research that included a downgrade from Citi.
SBP
R149.98
Sabvest Capital
7D
2.4%
1Y
53.0%
REM
R187.67
Remgro
7D
-4.3%
1Y
7.2%
ACT
R0.78
AfroCentric Investment
7D
-8.2%
1Y
-53.8%