Header cover image

South African (JSE) Industrials Industry Analysis

UpdatedDec 08, 2023
DataAggregated Company Financials
  • 7D-0.1%
  • 3M-18.9%
  • 1Y-6.0%
  • YTD-6.9%

The Industrials industry has been flat over the last week, but KAP has lost 8.0%. As for the longer term, the industry has declined 6.0% in the last year. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 08 Dec 2023R116.3bR189.3bR18.0b10.6x6.5x0.6x
Sun, 05 Nov 2023R131.8bR187.1bR17.9b10.3x7.3x0.7x
Tue, 03 Oct 2023R129.2bR187.1bR17.9b10.3x7.2x0.7x
Thu, 31 Aug 2023R137.1bR179.1bR18.6b5.8x7.4x0.8x
Sat, 29 Jul 2023R132.9bR179.1bR18.6b5.7x7.2x0.7x
Mon, 26 Jun 2023R127.2bR179.1bR18.6b5.6x6.9x0.7x
Wed, 24 May 2023R118.6bR176.8bR18.1b5.6x6.6x0.7x
Fri, 21 Apr 2023R122.0bR176.8bR18.1b5.4x6.8x0.7x
Sun, 19 Mar 2023R123.6bR176.8bR18.1b5.3x6.8x0.7x
Tue, 14 Feb 2023R121.2bR168.1bR17.9b5.6x6.8x0.7x
Thu, 12 Jan 2023R111.7bR168.1bR17.9b6.3x6.3x0.7x
Sat, 10 Dec 2022R111.5bR168.1bR17.9b6.2x6.2x0.7x
Mon, 07 Nov 2022R111.4bR164.5bR17.1b7.1x6.5x0.7x
Wed, 05 Oct 2022R103.8bR164.5bR17.1b7.1x6.1x0.6x
Fri, 02 Sep 2022R124.8bR158.7bR16.7b6.8x7.5x0.8x
Sun, 31 Jul 2022R120.5bR154.5bR15.7b8.4x7.7x0.8x
Tue, 28 Jun 2022R120.6bR154.5bR15.7b8.4x7.7x0.8x
Thu, 26 May 2022R115.9bR154.0bR15.7b8.1x7.4x0.8x
Sat, 23 Apr 2022R124.5bR154.8bR16.2b8.9x7.7x0.8x
Mon, 21 Mar 2022R122.3bR154.8bR16.2b8x7.5x0.8x
Wed, 16 Feb 2022R116.1bR147.5bR15.0b10.2x7.7x0.8x
Fri, 14 Jan 2022R108.9bR147.5bR15.0b9.8x7.2x0.7x
Sun, 12 Dec 2021R104.1bR147.5bR15.0b8.9x6.9x0.7x
Tue, 09 Nov 2021R108.1bR143.1bR14.6b10.1x7.4x0.8x
Thu, 07 Oct 2021R108.1bR136.0bR15.6b11.3x6.9x0.8x
Sat, 04 Sep 2021R107.9bR136.0bR15.6b10.5x6.9x0.8x
Mon, 02 Aug 2021R106.9bR136.0bR15.6b9.8x6.8x0.8x
Thu, 06 May 2021R96.1bR129.6bR12.4b8.4x7.7x0.7x
Sun, 07 Feb 2021R87.0bR128.2bR5.0b18x17.2x0.7x
Price to Earnings Ratio


Total Market Cap: R84.4bTotal Earnings: R5.0bTotal Revenue: R128.2bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Industrials Industry Price to Earnings3Y Average 7.8x20222023
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 6.5x which is lower than its 3-year average PE of 7.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 53% per year over the last three years.
  • Revenues for these companies have grown 14% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

ZA Market-1.15%
Industrial Conglomerates-0.14%
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 GroupR236.610.7%
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.