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South African (JSE) Industrials Industry Analysis

UpdatedNov 30, 2022
DataAggregated Company Financials
Companies5
  • 7D2.0%
  • 3M-8.5%
  • 1Y12.0%
  • YTD5.4%

The Industrials industry is up 2.0% in the last week, with Bidvest Group up 2.8%. This takes the industry's 12 month performance to a gain of 12%. Looking forward, earnings are forecast to grow by 8.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Nov 2022R113.3bR164.5bR17.1b6.6x6.6x0.7x
Fri, 28 Oct 2022R110.4bR164.5bR17.1b7x6.5x0.7x
Sun, 25 Sep 2022R107.3bR164.5bR17.1b6.8x6.3x0.7x
Tue, 23 Aug 2022R127.8bR156.2bR16.4b7.7x7.8x0.8x
Thu, 21 Jul 2022R119.8bR154.5bR15.7b7.7x7.6x0.8x
Sat, 18 Jun 2022R119.6bR154.5bR15.7b8.8x7.6x0.8x
Mon, 16 May 2022R122.9bR154.0bR15.7b8.6x7.8x0.8x
Wed, 13 Apr 2022R125.2bR154.8bR16.2b9.2x7.7x0.8x
Fri, 11 Mar 2022R116.5bR154.8bR16.2b7.4x7.2x0.8x
Sun, 06 Feb 2022R107.8bR147.5bR15.0b10x7.2x0.7x
Tue, 04 Jan 2022R108.5bR147.5bR15.0b9.4x7.2x0.7x
Thu, 02 Dec 2021R104.2bR147.5bR15.0b9.6x6.9x0.7x
Sat, 30 Oct 2021R107.8bR143.1bR14.6b10.6x7.4x0.8x
Mon, 27 Sep 2021R108.2bR136.0bR15.6b10.4x6.9x0.8x
Wed, 25 Aug 2021R109.1bR136.0bR15.6b10.1x7x0.8x
Thu, 01 Jul 2021R104.9bR136.0bR15.6b9.6x6.7x0.8x
Sun, 04 Apr 2021R96.6bR129.6bR12.4b8.7x7.8x0.7x
Wed, 06 Jan 2021R84.4bR128.2bR5.0b17.1x16.7x0.7x
Sat, 10 Oct 2020R70.6bR136.6bR434.0m98.4x162.6x0.5x
Fri, 03 Jul 2020R97.3bR146.8b-R1,588,267,500.0056.8x-61.3x0.7x
Mon, 06 Apr 2020R90.8bR157.7bR1.4b47.6x63.1x0.6x
Thu, 09 Jan 2020R151.0bR160.2bR5.4b23.3x27.9x0.9x
Price to Earnings Ratio

21x


Total Market Cap: R149.5bTotal Earnings: R7.1bTotal Revenue: R162.0bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Industrials Industry Price to Earnings3Y Average 23.5x202020212022
Current Industry PE
  • Investors are pessimistic on the South African Industrials industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 6.6x which is lower than its 3-year average PE of 23.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.72x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 34% 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 Trends

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

ZA Market0.17%
Industrials0.73%
Industrials1.96%
Industrial Conglomerates1.96%
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
BVT Bidvest GroupR223.992.8%
+R2.1b
23.9%PE15x
RLO ReunertR47.506.0%
+R430.5m
-2.1%PE9.7x
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Latest News

KAP

R4.45

KAP Industrial Holdings

7D

-3.1%

1Y

5.2%

BVT

R223.99

Bidvest Group

7D

2.8%

1Y

23.9%

RLO

R47.50

Reunert

7D

6.0%

1Y

-2.1%

HCI

R170.94

Hosken Consolidated Investments

7D

-0.03%

1Y

125.8%