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South African (JSE) Pharma Industry Analysis

UpdatedJan 25, 2025
DataAggregated Company Financials
Companies4
  • 7D0.4%
  • 3M-4.4%
  • 1Y-11.7%
  • YTD1.6%

In the last week, the Pharma industry is up 1.0%, with Aspen Pharmacare Holdings up 1.1%. Meanwhile, Ascendis Health actually underperformed within the industry, shrinking 8.0% in the last week. In contrast, the industry has lost 9.5% in the last 12 months. Looking forward, 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
Sat, 25 Jan 2025R86.7bR55.8bR5.3b14.6x16.5x1.6x
Mon, 23 Dec 2024R87.5bR55.8bR5.3b15.5x16.6x1.6x
Wed, 20 Nov 2024R86.7bR55.8bR5.3b14.7x16.5x1.6x
Fri, 18 Oct 2024R95.5bR55.8bR5.3b15.9x18.1x1.7x
Sun, 15 Sep 2024R95.5bR55.8bR5.3b15.6x18.2x1.7x
Tue, 13 Aug 2024R111.0bR53.4bR5.7b20.9x19.5x2.1x
Thu, 11 Jul 2024R113.7bR53.4bR5.7b15.7x20x2.1x
Sat, 08 Jun 2024R112.5bR53.4bR5.7b15.3x19.8x2.1x
Mon, 06 May 2024R109.8bR53.4bR5.7b15x19.3x2.1x
Wed, 03 Apr 2024R106.5bR53.4bR5.7b14.8x18.7x2x
Fri, 01 Mar 2024R96.2bR51.4bR5.8b13.2x16.5x1.9x
Sun, 28 Jan 2024R98.4bR51.4bR5.8b13.3x16.8x1.9x
Tue, 26 Dec 2023R97.5bR51.4bR5.8b13.5x16.7x1.9x
Thu, 23 Nov 2023R86.9bR51.4bR5.8b12.1x14.9x1.7x
Sat, 21 Oct 2023R81.4bR51.4bR5.8b11.4x13.9x1.6x
Mon, 18 Sep 2023R84.1bR51.4bR5.9b11.7x14.4x1.6x
Wed, 16 Aug 2023R95.6bR49.0bR6.4b12.3x14.9x2x
Fri, 14 Jul 2023R89.7bR49.0bR6.4b11.8x14x1.8x
Sun, 11 Jun 2023R88.5bR49.0bR6.4b11.6x13.8x1.8x
Tue, 09 May 2023R88.6bR49.0bR6.4b11.6x13.8x1.8x
Thu, 06 Apr 2023R91.3bR49.0bR6.4b11.7x14.2x1.9x
Sat, 04 Mar 2023R85.6bR49.0bR5.9b11.5x14.5x1.7x
Mon, 30 Jan 2023R77.0bR48.9bR6.5b10.5x11.8x1.6x
Wed, 28 Dec 2022R70.7bR48.9bR6.5b9.9x10.8x1.4x
Fri, 25 Nov 2022R74.4bR48.9bR6.5b10.2x11.4x1.5x
Sun, 23 Oct 2022R74.1bR48.9bR6.5b9.8x11.3x1.5x
Tue, 20 Sep 2022R70.9bR49.3bR5.8b9.8x12.2x1.4x
Thu, 18 Aug 2022R78.4bR48.9bR5.2b11.4x15.2x1.6x
Sat, 16 Jul 2022R72.9bR48.9bR5.2b10.7x14.1x1.5x
Mon, 13 Jun 2022R71.9bR48.9bR5.2b11.2x13.9x1.5x
Wed, 11 May 2022R78.5bR48.9bR5.2b11.5x15.2x1.6x
Fri, 08 Apr 2022R99.3bR48.9bR5.2b13.5x19.2x2x
Sun, 06 Mar 2022R94.4bR47.6bR4.0b15.2x23.6x2x
Tue, 01 Feb 2022R102.3bR45.5bR5.5b16x18.8x2.2x
Price to Earnings Ratio

18.8x


Total Market Cap: R102.3bTotal Earnings: R5.5bTotal Revenue: R45.5bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Pharma Industry Price to Earnings3Y Average 15.7x202320242025
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 15.7x.
  • The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.5x.
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-0.95%
Healthcare0.13%
Pharma0.37%
Pharma0.37%
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 HoldingsR171.380.5%
+R386.5m
-14.6%PE17.3x
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