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South African (JSE) Pharma Industry Analysis

UpdatedJul 26, 2024
DataAggregated Company Financials
Companies4
  • 7D4.3%
  • 3M9.6%
  • 1Y24.6%
  • YTDn/a

Over the last 7 days, the Pharma industry has dropped 2.0%, driven by a pullback from Aspen Pharmacare Holdings of 2.1%. Over the past 12 months, the industry was up 22%. Looking forward, earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jul 2024R117.6bR53.4bR5.7b22.2x20.7x2.2x
Sun, 23 Jun 2024R118.5bR53.4bR5.7b16.5x20.8x2.2x
Tue, 21 May 2024R113.4bR53.4bR5.7b15.5x19.9x2.1x
Thu, 18 Apr 2024R108.4bR53.4bR5.7b14.9x19x2x
Sat, 16 Mar 2024R102.4bR53.4bR5.5b14.3x18.8x1.9x
Mon, 12 Feb 2024R93.7bR51.4bR5.8b12.8x16x1.8x
Wed, 10 Jan 2024R99.8bR51.4bR5.8b13.8x17.1x1.9x
Fri, 08 Dec 2023R92.0bR51.4bR5.8b12.7x15.8x1.8x
Sun, 05 Nov 2023R89.2bR51.4bR5.8b12.4x15.3x1.7x
Tue, 03 Oct 2023R85.6bR51.4bR5.8b12.1x14.7x1.7x
Thu, 31 Aug 2023R85.2bR49.1bR6.4b11.3x13.2x1.7x
Sat, 29 Jul 2023R94.6bR49.0bR6.4b12.3x14.8x1.9x
Mon, 26 Jun 2023R90.1bR49.0bR6.4b11.7x14.1x1.8x
Wed, 24 May 2023R85.0bR49.0bR6.4b11.2x13.3x1.7x
Fri, 21 Apr 2023R89.3bR49.0bR6.4b11.6x13.9x1.8x
Sun, 19 Mar 2023R87.4bR49.0bR5.9b11.5x14.8x1.8x
Tue, 14 Feb 2023R74.8bR48.9bR6.5b10.3x11.5x1.5x
Thu, 12 Jan 2023R71.5bR48.9bR6.5b9.9x10.9x1.5x
Sat, 10 Dec 2022R71.4bR48.9bR6.5b10x10.9x1.5x
Mon, 07 Nov 2022R73.8bR48.9bR6.5b9.8x11.3x1.5x
Wed, 05 Oct 2022R70.4bR48.9bR6.5b9.6x10.8x1.4x
Fri, 02 Sep 2022R77.9bR49.0bR5.8b10.5x13.5x1.6x
Sun, 31 Jul 2022R73.1bR48.9bR5.2b10.9x14.2x1.5x
Tue, 28 Jun 2022R71.6bR48.9bR5.2b10.7x13.9x1.5x
Thu, 26 May 2022R78.1bR48.9bR5.2b11.4x15.1x1.6x
Sat, 23 Apr 2022R88.1bR48.9bR5.2b12.4x17.1x1.8x
Mon, 21 Mar 2022R99.6bR48.3bR5.1b14.3x19.6x2.1x
Wed, 16 Feb 2022R102.4bR45.5bR5.5b15.9x18.8x2.2x
Fri, 14 Jan 2022R111.4bR45.5bR5.5b17.1x20.4x2.4x
Sun, 12 Dec 2021R105.7bR45.5bR5.5b15.9x19.4x2.3x
Tue, 09 Nov 2021R110.6bR45.5bR5.5b16.7x20.3x2.4x
Thu, 07 Oct 2021R123.3bR45.5bR5.5b17.7x22.6x2.7x
Sat, 04 Sep 2021R96.9bR53.5bR4.2b14.9x22.8x1.8x
Mon, 02 Aug 2021R88.4bR53.5bR4.2b13.9x20.8x1.7x
Price to Earnings Ratio

20.8x


Total Market Cap: R88.4bTotal Earnings: R4.2bTotal Revenue: R53.5bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Pharma Industry Price to Earnings3Y Average 16.4x202220232024
Current Industry PE
  • Investors are optimistic on the South African Pharmaceuticals industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 19.7x which is higher than its 3-year average PE of 16.4x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Pharmaceuticals industry have grown 10% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

How does South African Pharma compare with similar industries?

ZA Market1.28%
Healthcare3.77%
Pharma4.29%
Pharma4.29%
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 HoldingsR241.013.7%
+R3.8b
25.2%PE22x
AIP Adcock Ingram HoldingsR59.550.6%
+R48.7m
5.8%PE10x
CCC Cilo Cybin HoldingsR5.603.1%
+R12.1m
n/aPE873.2x
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