South African (JSE) Pharma Industry Analysis
UpdatedApr 25, 2024
DataAggregated Company Financials
Companies3
- 7D-3.0%
- 3M10.5%
- 1Y18.0%
- YTDn/a
Over the last 7 days, the Pharma industry has dropped 1.2%, driven by a pullback from Aspen Pharmacare Holdings of 1.3%. Over the past 12 months, the industry was up 17%. Looking forward, earnings are forecast to grow by 25% annually.
Industry Valuation and Performance
Has the South African Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 25 Apr 2024 | R105.1b | R53.4b | R5.7b | 14.7x | 18.5x | 2x |
| Sat, 23 Mar 2024 | R104.6b | R53.4b | R5.5b | 14.6x | 19.2x | 2x |
| Mon, 19 Feb 2024 | R97.4b | R51.4b | R5.8b | 13.1x | 16.7x | 1.9x |
| Wed, 17 Jan 2024 | R99.1b | R51.4b | R5.8b | 13.5x | 17x | 1.9x |
| Fri, 15 Dec 2023 | R97.1b | R51.4b | R5.8b | 13.4x | 16.6x | 1.9x |
| Sun, 12 Nov 2023 | R84.9b | R51.4b | R5.8b | 11.9x | 14.5x | 1.7x |
| Tue, 10 Oct 2023 | R84.6b | R51.4b | R5.8b | 12x | 14.5x | 1.6x |
| Thu, 07 Sep 2023 | R81.5b | R51.4b | R5.9b | 11.5x | 13.9x | 1.6x |
| Sat, 05 Aug 2023 | R94.4b | R49.0b | R6.4b | 12.1x | 14.7x | 1.9x |
| Mon, 03 Jul 2023 | R90.7b | R49.0b | R6.4b | 11.9x | 14.1x | 1.9x |
| Wed, 31 May 2023 | R84.9b | R49.0b | R6.4b | 11.2x | 13.2x | 1.7x |
| Fri, 28 Apr 2023 | R89.5b | R49.0b | R6.4b | 11.6x | 14x | 1.8x |
| Sun, 26 Mar 2023 | R89.1b | R49.0b | R5.9b | 11.7x | 15.1x | 1.8x |
| Tue, 21 Feb 2023 | R74.7b | R48.9b | R6.5b | 10.3x | 11.4x | 1.5x |
| Thu, 19 Jan 2023 | R74.1b | R48.9b | R6.5b | 10.1x | 11.4x | 1.5x |
| Sat, 17 Dec 2022 | R69.0b | R48.9b | R6.5b | 9.8x | 10.6x | 1.4x |
| Mon, 14 Nov 2022 | R75.6b | R48.9b | R6.5b | 10.1x | 11.6x | 1.5x |
| Wed, 12 Oct 2022 | R70.9b | R48.9b | R6.5b | 9.7x | 10.9x | 1.5x |
| Fri, 09 Sep 2022 | R74.5b | R49.3b | R5.8b | 10x | 12.8x | 1.5x |
| Sun, 07 Aug 2022 | R73.8b | R48.9b | R5.2b | 10.9x | 14.3x | 1.5x |
| Tue, 05 Jul 2022 | R70.0b | R48.9b | R5.2b | 10.5x | 13.6x | 1.4x |
| Thu, 02 Jun 2022 | R78.3b | R48.9b | R5.2b | 11.4x | 15.2x | 1.6x |
| Sat, 30 Apr 2022 | R85.8b | R48.9b | R5.2b | 12.2x | 16.6x | 1.8x |
| Mon, 28 Mar 2022 | R97.4b | R48.3b | R5.1b | 14x | 19.2x | 2x |
| Wed, 23 Feb 2022 | R101.6b | R47.6b | R4.0b | 15.8x | 25.4x | 2.1x |
| Fri, 21 Jan 2022 | R105.2b | R45.5b | R5.5b | 16.4x | 19.3x | 2.3x |
| Sun, 19 Dec 2021 | R110.4b | R45.5b | R5.5b | 16.7x | 20.2x | 2.4x |
| Tue, 16 Nov 2021 | R106.6b | R45.5b | R5.5b | 16.2x | 19.5x | 2.3x |
| Thu, 14 Oct 2021 | R118.5b | R45.5b | R5.5b | 17.3x | 21.7x | 2.6x |
| Sat, 11 Sep 2021 | R107.2b | R53.5b | R4.2b | 16x | 25.2x | 2x |
| Mon, 09 Aug 2021 | R89.1b | R53.5b | R4.2b | 14x | 21x | 1.7x |
| Sun, 02 May 2021 | R80.8b | R56.3b | R4.6b | 12.6x | 17.5x | 1.4x |
Price to Earnings Ratio
17.5x
Current Industry PE
- There are only 3 companies in the South African Pharmaceuticals industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
- The earnings for companies in the Pharmaceuticals industry have grown 7.3% 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 Market | 1.09% | |
| Healthcare | -1.98% | |
| Pharma | -3.01% | |
| Pharma | -3.01% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AIP Adcock Ingram Holdings | R55.50 | 2.3% +R185.8m | 10.4% | PE9.6x |