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Dec 07
South African (JSE) Industrials Industry Analysis
UpdatedDec 08, 2023
DataAggregated Company Financials
Companies5
- 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 08 Dec 2023 | R116.3b | R189.3b | R18.0b | 10.6x | 6.5x | 0.6x |
| Sun, 05 Nov 2023 | R131.8b | R187.1b | R17.9b | 10.3x | 7.3x | 0.7x |
| Tue, 03 Oct 2023 | R129.2b | R187.1b | R17.9b | 10.3x | 7.2x | 0.7x |
| Thu, 31 Aug 2023 | R137.1b | R179.1b | R18.6b | 5.8x | 7.4x | 0.8x |
| Sat, 29 Jul 2023 | R132.9b | R179.1b | R18.6b | 5.7x | 7.2x | 0.7x |
| Mon, 26 Jun 2023 | R127.2b | R179.1b | R18.6b | 5.6x | 6.9x | 0.7x |
| Wed, 24 May 2023 | R118.6b | R176.8b | R18.1b | 5.6x | 6.6x | 0.7x |
| Fri, 21 Apr 2023 | R122.0b | R176.8b | R18.1b | 5.4x | 6.8x | 0.7x |
| Sun, 19 Mar 2023 | R123.6b | R176.8b | R18.1b | 5.3x | 6.8x | 0.7x |
| Tue, 14 Feb 2023 | R121.2b | R168.1b | R17.9b | 5.6x | 6.8x | 0.7x |
| Thu, 12 Jan 2023 | R111.7b | R168.1b | R17.9b | 6.3x | 6.3x | 0.7x |
| Sat, 10 Dec 2022 | R111.5b | R168.1b | R17.9b | 6.2x | 6.2x | 0.7x |
| Mon, 07 Nov 2022 | R111.4b | R164.5b | R17.1b | 7.1x | 6.5x | 0.7x |
| Wed, 05 Oct 2022 | R103.8b | R164.5b | R17.1b | 7.1x | 6.1x | 0.6x |
| Fri, 02 Sep 2022 | R124.8b | R158.7b | R16.7b | 6.8x | 7.5x | 0.8x |
| Sun, 31 Jul 2022 | R120.5b | R154.5b | R15.7b | 8.4x | 7.7x | 0.8x |
| Tue, 28 Jun 2022 | R120.6b | R154.5b | R15.7b | 8.4x | 7.7x | 0.8x |
| Thu, 26 May 2022 | R115.9b | R154.0b | R15.7b | 8.1x | 7.4x | 0.8x |
| Sat, 23 Apr 2022 | R124.5b | R154.8b | R16.2b | 8.9x | 7.7x | 0.8x |
| Mon, 21 Mar 2022 | R122.3b | R154.8b | R16.2b | 8x | 7.5x | 0.8x |
| Wed, 16 Feb 2022 | R116.1b | R147.5b | R15.0b | 10.2x | 7.7x | 0.8x |
| Fri, 14 Jan 2022 | R108.9b | R147.5b | R15.0b | 9.8x | 7.2x | 0.7x |
| Sun, 12 Dec 2021 | R104.1b | R147.5b | R15.0b | 8.9x | 6.9x | 0.7x |
| Tue, 09 Nov 2021 | R108.1b | R143.1b | R14.6b | 10.1x | 7.4x | 0.8x |
| Thu, 07 Oct 2021 | R108.1b | R136.0b | R15.6b | 11.3x | 6.9x | 0.8x |
| Sat, 04 Sep 2021 | R107.9b | R136.0b | R15.6b | 10.5x | 6.9x | 0.8x |
| Mon, 02 Aug 2021 | R106.9b | R136.0b | R15.6b | 9.8x | 6.8x | 0.8x |
| Thu, 06 May 2021 | R96.1b | R129.6b | R12.4b | 8.4x | 7.7x | 0.7x |
| Sun, 07 Feb 2021 | R87.0b | R128.2b | R5.0b | 18x | 17.2x | 0.7x |
Price to Earnings Ratio
16.7x
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% | |
| Industrials | -0.074% | |
| Industrials | -0.14% | |
| 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BVT Bidvest Group | R236.61 | 0.7% +R547.2m | 7.2% | PE13.5x |
