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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 30 Nov 2022 | R113.3b | R164.5b | R17.1b | 6.6x | 6.6x | 0.7x |
| Fri, 28 Oct 2022 | R110.4b | R164.5b | R17.1b | 7x | 6.5x | 0.7x |
| Sun, 25 Sep 2022 | R107.3b | R164.5b | R17.1b | 6.8x | 6.3x | 0.7x |
| Tue, 23 Aug 2022 | R127.8b | R156.2b | R16.4b | 7.7x | 7.8x | 0.8x |
| Thu, 21 Jul 2022 | R119.8b | R154.5b | R15.7b | 7.7x | 7.6x | 0.8x |
| Sat, 18 Jun 2022 | R119.6b | R154.5b | R15.7b | 8.8x | 7.6x | 0.8x |
| Mon, 16 May 2022 | R122.9b | R154.0b | R15.7b | 8.6x | 7.8x | 0.8x |
| Wed, 13 Apr 2022 | R125.2b | R154.8b | R16.2b | 9.2x | 7.7x | 0.8x |
| Fri, 11 Mar 2022 | R116.5b | R154.8b | R16.2b | 7.4x | 7.2x | 0.8x |
| Sun, 06 Feb 2022 | R107.8b | R147.5b | R15.0b | 10x | 7.2x | 0.7x |
| Tue, 04 Jan 2022 | R108.5b | R147.5b | R15.0b | 9.4x | 7.2x | 0.7x |
| Thu, 02 Dec 2021 | R104.2b | R147.5b | R15.0b | 9.6x | 6.9x | 0.7x |
| Sat, 30 Oct 2021 | R107.8b | R143.1b | R14.6b | 10.6x | 7.4x | 0.8x |
| Mon, 27 Sep 2021 | R108.2b | R136.0b | R15.6b | 10.4x | 6.9x | 0.8x |
| Wed, 25 Aug 2021 | R109.1b | R136.0b | R15.6b | 10.1x | 7x | 0.8x |
| Thu, 01 Jul 2021 | R104.9b | R136.0b | R15.6b | 9.6x | 6.7x | 0.8x |
| Sun, 04 Apr 2021 | R96.6b | R129.6b | R12.4b | 8.7x | 7.8x | 0.7x |
| Wed, 06 Jan 2021 | R84.4b | R128.2b | R5.0b | 17.1x | 16.7x | 0.7x |
| Sat, 10 Oct 2020 | R70.6b | R136.6b | R434.0m | 98.4x | 162.6x | 0.5x |
| Fri, 03 Jul 2020 | R97.3b | R146.8b | -R1,588,267,500.00 | 56.8x | -61.3x | 0.7x |
| Mon, 06 Apr 2020 | R90.8b | R157.7b | R1.4b | 47.6x | 63.1x | 0.6x |
| Thu, 09 Jan 2020 | R151.0b | R160.2b | R5.4b | 23.3x | 27.9x | 0.9x |
Price to Earnings Ratio
21x
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 Market | 0.17% | |
| Industrials | 0.73% | |
| Industrials | 1.96% | |
| Industrial Conglomerates | 1.96% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BVT Bidvest Group | R223.99 | 2.8% +R2.1b | 23.9% | PE15x | |
| RLO Reunert | R47.50 | 6.0% +R430.5m | -2.1% | PE9.7x |