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South African (JSE) Healthcare Sector Analysis

UpdatedJan 20, 2025
DataAggregated Company Financials
Companies6
  • 7D-0.4%
  • 3M-5.3%
  • 1Y-12.0%
  • YTD-0.1%

The Healthcare industry has been flat over the last week, but Life Healthcare Group Holdings has lost 3.1%. Unfortunately though, the industry is down 12% over the past 12 months. As for the next few years, earnings are expected to grow by 18% per annum.

Sector Valuation and Performance

Has the South African Healthcare Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jan 2025R127.6bR106.8bR8.7b13.2x14.7x1.2x
Thu, 19 Dec 2024R128.1bR106.8bR8.7b12.8x14.8x1.2x
Sat, 16 Nov 2024R129.1bR103.8bR8.0b15.7x16.2x1.2x
Mon, 14 Oct 2024R140.5bR103.8bR8.0b16x17.7x1.4x
Wed, 11 Sep 2024R133.4bR103.8bR8.0b13.9x16.8x1.3x
Fri, 09 Aug 2024R147.4bR101.3bR8.4b13.2x17.6x1.5x
Sun, 07 Jul 2024R146.6bR101.3bR8.4b12.8x17.5x1.4x
Tue, 04 Jun 2024R144.2bR101.3bR8.4b11.7x17.2x1.4x
Thu, 02 May 2024R139.2bR100.0bR8.2b12.1x17x1.4x
Sat, 30 Mar 2024R146.7bR100.0bR8.2b16x17.9x1.5x
Mon, 26 Feb 2024R139.1bR98.0bR8.3b15.5x16.7x1.4x
Wed, 24 Jan 2024R140.9bR98.7bR8.3b15.8x16.9x1.4x
Fri, 22 Dec 2023R139.8bR98.7bR8.3b15.3x16.8x1.4x
Sun, 19 Nov 2023R128.8bR97.8bR8.3b14.7x15.6x1.3x
Tue, 17 Oct 2023R130.3bR105.1bR8.5b14.6x15.4x1.2x
Thu, 14 Sep 2023R130.9bR105.1bR8.5b14.5x15.4x1.2x
Sat, 12 Aug 2023R145.0bR102.7bR9.0b15.3x16x1.4x
Mon, 10 Jul 2023R137.4bR102.7bR9.0b14.8x15.2x1.3x
Wed, 07 Jun 2023R135.4bR102.7bR9.0b15x15x1.3x
Fri, 05 May 2023R139.6bR99.7bR8.9b16.5x15.7x1.4x
Sun, 02 Apr 2023R138.0bR99.7bR8.9b16.1x15.5x1.4x
Tue, 28 Feb 2023R122.8bR99.6bR9.0b14.5x13.6x1.2x
Thu, 26 Jan 2023R116.2bR99.6bR9.0b13.2x12.9x1.2x
Sat, 24 Dec 2022R115.3bR99.6bR9.0b13.1x12.8x1.2x
Mon, 21 Nov 2022R118.4bR99.4bR8.8b13.1x13.4x1.2x
Wed, 19 Oct 2022R123.1bR98.6bR8.8b13.9x13.9x1.2x
Fri, 16 Sep 2022R116.5bR99.1bR8.2b13.4x14.3x1.2x
Sun, 14 Aug 2022R130.4bR98.6bR7.5b16x17.4x1.3x
Tue, 12 Jul 2022R120.7bR98.6bR7.5b14.4x16.1x1.2x
Thu, 09 Jun 2022R122.1bR98.6bR7.5b14.6x16.3x1.2x
Sat, 07 May 2022R128.6bR97.8bR7.5b14.8x17x1.3x
Mon, 04 Apr 2022R155.6bR97.3bR7.5b17.9x20.8x1.6x
Wed, 02 Mar 2022R154.7bR96.5bR6.4b19.7x24.2x1.6x
Fri, 28 Jan 2022R153.9bR94.5bR7.8b19.5x19.6x1.6x
Price to Earnings Ratio

19.6x


Total Market Cap: R153.9bTotal Earnings: R7.8bTotal Revenue: R94.5bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Healthcare Sector Price to Earnings3Y Average 16.3x202320242025
Current Industry PE
  • Investors are relatively neutral on the South African Healthcare 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 16.3x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Healthcare industry have grown 3.4% per year over the last three years.
  • Revenues for these companies have grown 4.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the South African Healthcare sector?

ZA Market2.28%
Healthcare-0.36%
Pharma0.70%
Medical Equipment0%0
Healthtech0%0
Biotech0%0
Life Sciences0%0
Healthcare Services-2.50%
Industry PE
  • Investors are most optimistic about the Pharma industry, which is trading close to its 3-year average PE ratio of 15.8x.
    • Analysts are expecting annual earnings growth of 21.7%, which is higher than its past year's earnings decline of 12.6% per year.
  • Investors are most pessimistic about the Healthcare Services industry, which is trading below its 3-year average of 17.7x.
Forecasted Growth
  • Analysts are most optimistic on the Pharma industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline of 13% per year.
  • In contrast, the Healthcare 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
APN Aspen Pharmacare HoldingsR170.002.2%
+R1.7b		-15.8%PE17.1x
ASC Ascendis HealthR0.851.2%
+R6.3m		7.6%PE12.8x
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NTC

R14.84

Netcare

7D

-0.7%

1Y

2.8%

APN

R170.00

Aspen Pharmacare Holdings

7D

2.2%

1Y

-15.8%

LHC

R15.50

Life Healthcare Group Holdings

7D

-4.3%

1Y

-15.4%

ASC

R0.85

Ascendis Health

7D

1.2%

1Y

7.6%

AIP

R66.33

Adcock Ingram Holdings

7D

-0.6%

1Y

16.4%

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