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South African (JSE) Pharma Industry Analysis

UpdatedDec 26, 2024
DataAggregated Company Financials
Companies4
  • 7D2.0%
  • 3M-10.9%
  • 1Y-12.2%
  • YTD-12.1%

The Pharma industry is up 2.9% in the last week, with Aspen Pharmacare Holdings up 3.3%. However, the industry is down 11% over the past year. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Dec 2024R86.9bR55.8bR5.3b15.4x16.5x1.6x
Sat, 23 Nov 2024R86.0bR55.8bR5.3b14.6x16.4x1.5x
Mon, 21 Oct 2024R91.8bR55.8bR5.3b15.5x17.5x1.6x
Wed, 18 Sep 2024R97.2bR55.8bR5.3b15.9x18.5x1.7x
Fri, 16 Aug 2024R110.9bR53.4bR5.7b20.9x19.5x2.1x
Sun, 14 Jul 2024R114.1bR53.4bR5.7b15.8x20x2.1x
Tue, 11 Jun 2024R112.5bR53.4bR5.7b15.1x19.8x2.1x
Thu, 09 May 2024R110.7bR53.4bR5.7b15.3x19.4x2.1x
Sat, 06 Apr 2024R106.3bR53.4bR5.7b14.6x18.7x2x
Mon, 04 Mar 2024R96.4bR51.4bR5.8b13.2x16.6x1.9x
Wed, 31 Jan 2024R95.4bR51.4bR5.8b13x16.3x1.9x
Fri, 29 Dec 2023R99.9bR51.4bR5.8b13.8x17.1x1.9x
Sun, 26 Nov 2023R89.1bR51.4bR5.8b12.4x15.3x1.7x
Tue, 24 Oct 2023R81.1bR51.4bR5.8b11.4x13.9x1.6x
Thu, 21 Sep 2023R86.0bR51.4bR5.9b12.1x14.7x1.7x
Sat, 19 Aug 2023R92.5bR49.0bR6.4b11.9x14.4x1.9x
Mon, 17 Jul 2023R90.2bR49.0bR6.4b11.9x14.1x1.8x
Wed, 14 Jun 2023R89.8bR49.0bR6.4b11.7x14x1.8x
Fri, 12 May 2023R84.7bR49.0bR6.4b11.2x13.2x1.7x
Sun, 09 Apr 2023R91.8bR49.0bR6.4b11.9x14.3x1.9x
Tue, 07 Mar 2023R84.1bR49.0bR5.9b11.4x14.2x1.7x
Thu, 02 Feb 2023R74.6bR48.9bR6.5b10.3x11.4x1.5x
Sat, 31 Dec 2022R69.2bR48.9bR6.5b9.8x10.6x1.4x
Mon, 28 Nov 2022R73.1bR48.9bR6.5b10.1x11.2x1.5x
Wed, 26 Oct 2022R74.9bR48.9bR6.5b9.9x11.5x1.5x
Fri, 23 Sep 2022R69.3bR49.3bR5.8b9.4x11.9x1.4x
Sun, 21 Aug 2022R74.2bR48.9bR5.2b11x14.4x1.5x
Tue, 19 Jul 2022R72.9bR48.9bR5.2b10.7x14.1x1.5x
Thu, 16 Jun 2022R72.7bR48.9bR5.2b11x14.1x1.5x
Sat, 14 May 2022R79.6bR48.9bR5.2b11.6x15.4x1.6x
Mon, 11 Apr 2022R100.1bR48.9bR5.2b13.6x19.4x2x
Wed, 09 Mar 2022R88.4bR47.6bR4.0b14.6x22.1x1.9x
Fri, 04 Feb 2022R101.6bR45.5bR5.5b15.9x18.6x2.2x
Sun, 02 Jan 2022R110.3bR45.5bR5.5b16.9x20.2x2.4x
Price to Earnings Ratio

20.2x


Total Market Cap: R110.3bTotal Earnings: R5.5bTotal Revenue: R45.5bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Pharma Industry Price to Earnings3Y Average 15.8x20232024
Current Industry PE
  • Investors are relatively neutral on the South African Pharmaceuticals 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 15.8x.
  • The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Pharmaceuticals industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 7.0% 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 and as a result, profits have held steady.

Industry Trends

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

ZA Market-0.79%
Healthcare1.05%
Pharma2.01%
Pharma2.01%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
APN Aspen Pharmacare HoldingsR172.001.9%
+R1.4b
-14.6%PE17.3x
AIP Adcock Ingram HoldingsR66.332.0%
+R193.7m
9.7%PE12x
ASC Ascendis HealthR0.9015.4%
+R75.1m
13.9%PE13.5x
CCC Cilo Cybin HoldingsR3.2530.0%
+R53.3m
n/aPE506.8x
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