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South African (JSE) Industrials Industry Analysis
UpdatedNov 28, 2021
DataAggregated Company Financials
Companies5
- 7D0.005%
- 3M-5.5%
- 1Y18.1%
- YTD24.9%
Over the last 7 days, the Industrials industry has remained flat. The past year has been better, since the industry has gained 18% in that time.
Industry Valuation and Performance
Has the South African Industrials Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Wed, 01 Dec 2021 | R99.9b | R147.5b | R15.0b | 9.4x |
| Fri, 29 Oct 2021 | R107.8b | R143.1b | R14.6b | 10.9x |
| Sun, 26 Sep 2021 | R108.2b | R136.0b | R15.6b | 10.4x |
| Tue, 24 Aug 2021 | R109.5b | R136.0b | R15.6b | 10x |
| Wed, 30 Jun 2021 | R104.9b | R136.0b | R15.6b | 9.6x |
| Sat, 03 Apr 2021 | R96.6b | R129.6b | R12.4b | 8.7x |
| Tue, 05 Jan 2021 | R84.4b | R128.2b | R5.0b | 17.1x |
| Fri, 09 Oct 2020 | R70.6b | R136.6b | R434.0m | 98.4x |
| Thu, 02 Jul 2020 | R97.3b | R146.8b | -R1,588,267,500.00 | 56.8x |
| Sun, 05 Apr 2020 | R90.8b | R157.7b | R1.4b | 47.6x |
| Wed, 08 Jan 2020 | R151.0b | R160.2b | R5.4b | 23.3x |
| Tue, 01 Oct 2019 | R140.8b | R162.0b | R7.1b | 14.1x |
| Fri, 05 Jul 2019 | R149.5b | R160.6b | R8.3b | 13.5x |
| Mon, 08 Apr 2019 | R160.6b | R160.8b | R9.4b | 14.6x |
| Thu, 10 Jan 2019 | R165.1b | R159.1b | R9.7b | 14.7x |
PE Ratio
14.4x
Current Industry PE: Investors are more pessimistic on the industry, considering it's trading at a PE ratio of 10.0x which is lower than its 3-year average PE of 28.0x. It appears they believe that earnings will not grow as fast as they have historically.
Past Earnings Growth: The earnings for companies in the Industrials industry have grown 16% per year over the last three years, while revenues for these companies have declined 2.2% per year. This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the South African Industrials industry?
| Industrial Conglomerates | 0.0051% | |
Industry PE: Investors are most optimistic about the Industrial Conglomerates industry even though it's trading below its 3-year average PE ratio of 28.0x. However analysts are expecting annual earnings growth of 14%, which is lower than the prior year's growth of 1,553% per year. So the market might believe that analysts are underestimating future growth.
Forecasted Growth: Analysts are most optimistic on the Industrial Conglomerates industry, expecting annual earnings growth of 14% over the next 5 years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| PSG PSG Group | 0.8%+R127.7m | 42.2% | PE2.1x |
