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South African (JSE) Healthcare Sector Analysis

UpdatedNov 11, 2025
DataAggregated Company Financials
Companies6
  • 7D-1.0%
  • 3M-8.6%
  • 1Y-32.2%
  • YTD-29.7%

Over the last 7 days, the Healthcare industry has dropped 1.3%, and Aspen Pharmacare Holdings contributed the most with a 0.9% decline. However, the industry is down 32% over the past year. Looking forward, earnings are forecast to grow by 39% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 11 Nov 2025R89.6bR105.7bR381.2m12.8x235x0.8x
Thu, 09 Oct 2025R89.0bR105.7bR381.2m12.4x233.5x0.8x
Sat, 06 Sep 2025R93.3bR105.7bR381.2m12.3x244.7x0.9x
Mon, 04 Aug 2025R97.8bR108.4bR5.9b12.4x16.7x0.9x
Wed, 02 Jul 2025R98.8bR108.4bR5.9b11.5x16.9x0.9x
Fri, 30 May 2025R100.9bR108.4bR5.9b12x17.2x0.9x
Sun, 27 Apr 2025R98.2bR106.9bR8.7b11.7x11.3x0.9x
Tue, 25 Mar 2025R120.8bR107.6bR8.7b11.9x13.9x1.1x
Thu, 20 Feb 2025R124.1bR106.8bR8.7b12x14.3x1.2x
Sat, 18 Jan 2025R127.6bR106.8bR8.7b13.2x14.7x1.2x
Mon, 16 Dec 2024R129.5bR106.8bR8.7b13x15x1.2x
Wed, 13 Nov 2024R131.5bR103.8bR8.0b16x16.5x1.3x
Fri, 11 Oct 2024R140.5bR103.8bR8.0b15.9x17.7x1.4x
Sun, 08 Sep 2024R136.4bR103.8bR8.0b13.9x17.1x1.3x
Tue, 06 Aug 2024R148.7bR101.3bR8.4b13.3x17.7x1.5x
Thu, 04 Jul 2024R148.0bR101.3bR8.4b13.1x17.7x1.5x
Sat, 01 Jun 2024R142.8bR101.3bR8.4b11.3x17x1.4x
Mon, 29 Apr 2024R137.1bR100.0bR8.2b11.9x16.7x1.4x
Wed, 27 Mar 2024R146.0bR100.0bR8.0b15.8x18.3x1.5x
Fri, 23 Feb 2024R139.9bR98.0bR8.3b15.6x16.8x1.4x
Sun, 21 Jan 2024R146.4bR98.7bR8.3b16.3x17.6x1.5x
Tue, 19 Dec 2023R140.9bR98.7bR8.3b15x16.9x1.4x
Thu, 16 Nov 2023R132.3bR105.1bR8.5b14.9x15.6x1.3x
Sat, 14 Oct 2023R130.6bR105.1bR8.5b14.6x15.4x1.2x
Mon, 11 Sep 2023R130.1bR105.1bR8.5b14.5x15.3x1.2x
Wed, 09 Aug 2023R144.6bR102.7bR9.0b15.3x16x1.4x
Fri, 07 Jul 2023R137.4bR102.7bR9.0b14.9x15.2x1.3x
Sun, 04 Jun 2023R133.5bR102.7bR9.0b14.6x14.8x1.3x
Tue, 02 May 2023R141.3bR99.7bR8.9b16.8x15.9x1.4x
Thu, 30 Mar 2023R138.6bR99.7bR8.9b16.2x15.6x1.4x
Sat, 25 Feb 2023R123.6bR99.6bR9.0b14.8x13.7x1.2x
Mon, 23 Jan 2023R118.2bR99.6bR9.0b13.2x13.1x1.2x
Wed, 21 Dec 2022R112.5bR99.6bR9.0b12.9x12.5x1.1x
Fri, 18 Nov 2022R118.0bR98.6bR8.8b13.1x13.3x1.2x
Price to Earnings Ratio

13.3x


Total Market Cap: R118.0bTotal Earnings: R8.8bTotal Revenue: R98.6bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Healthcare Sector Price to Earnings3Y Average 29.5x202320242025
Current Industry PE
  • Investors are optimistic on the South African Healthcare industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 234x which is higher than its 3-year average PE of 29.3x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.85x.
Past Earnings Growth
  • The earnings for companies in the Healthcare industry have declined 65% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.3% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

ZA Market1.20%
Healthcare-1.03%
Pharma-0.85%
Healthcare Services-1.31%
Industry PE
  • Investors are most optimistic about the Healthcare Services industry which is trading above its 3-year average PE ratio of 22.8x.
    • Analysts are expecting annual earnings growth of 30.5%, which is higher than its past year's earnings growth of 19.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Pharma industry, expecting annual earnings growth of 44% over the next 5 years.
  • This is better than its past earnings decline of 34% per year.
  • In contrast, the Healthcare Services industry is expected to see its earnings grow by 31% 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
AIP Adcock Ingram HoldingsR74.800.1%
+R14.7m		10.1%PE12.8x

Latest News

ASC
R0.92
Ascendis Health
7D
-2.1%
1Y
29.6%
APN
R96.85
Aspen Pharmacare Holdings
7D
-0.9%
1Y
-45.3%
CCC
R3.10
Cilo Cybin Holdings
7D
-31.3%
1Y
-11.2%
LHC
R11.87
Life Healthcare Group Holdings
7D
-0.9%
1Y
-30.2%
AIP
R74.80
Adcock Ingram Holdings
7D
0.1%
1Y
10.1%
NTC
R14.52
Netcare
7D
-1.7%
1Y
-2.9%