Narrative Update • May 13

All of the companies in the Industrial Conglomerates industry have been up over the last week, with the industry up 2.3%. This means that the industry has gained 4.6% over the past year. Looking forward, earnings are forecast to grow by 12% annually.
Has the South African Industrial Conglomerates Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 26 May 2026 | R111.0b | R195.8b | R8.7b | 11.7x | 12.7x | 0.6x |
| Thu, 23 Apr 2026 | R109.0b | R195.8b | R8.7b | 12x | 12.5x | 0.6x |
| Sat, 21 Mar 2026 | R103.3b | R195.8b | R8.7b | 11.2x | 11.9x | 0.5x |
| Mon, 16 Feb 2026 | R109.0b | R194.0b | R8.5b | 11.7x | 12.8x | 0.6x |
| Wed, 14 Jan 2026 | R110.8b | R194.0b | R8.5b | 11.9x | 13x | 0.6x |
| Fri, 12 Dec 2025 | R103.3b | R194.0b | R8.5b | 11.2x | 12.2x | 0.5x |
| Sun, 09 Nov 2025 | R99.9b | R193.8b | R13.6b | 11.2x | 7.4x | 0.5x |
| Tue, 07 Oct 2025 | R96.4b | R193.8b | R13.6b | 10.8x | 7.1x | 0.5x |
| Thu, 04 Sep 2025 | R96.6b | R193.8b | R13.6b | 10.7x | 7.1x | 0.5x |
| Sat, 02 Aug 2025 | R103.8b | R193.0b | R15.0b | 6.9x | 6.9x | 0.5x |
| Mon, 30 Jun 2025 | R104.7b | R193.0b | R15.0b | 7.4x | 7x | 0.5x |
| Wed, 28 May 2025 | R107.9b | R193.4b | R9.2b | 10.3x | 11.7x | 0.6x |
| Fri, 25 Apr 2025 | R106.0b | R193.4b | R9.2b | 10.6x | 11.5x | 0.5x |
| Sun, 23 Mar 2025 | R110.4b | R193.4b | R9.2b | 10.6x | 12x | 0.6x |
| Tue, 18 Feb 2025 | R115.4b | R189.6b | R9.4b | 11.5x | 12.3x | 0.6x |
| Thu, 16 Jan 2025 | R120.0b | R189.6b | R9.4b | 12.4x | 12.8x | 0.6x |
| Sat, 14 Dec 2024 | R128.8b | R189.6b | R9.4b | 13.2x | 13.7x | 0.7x |
| Mon, 11 Nov 2024 | R133.2b | R189.6b | R9.1b | 14.2x | 14.7x | 0.7x |
| Wed, 09 Oct 2024 | R129.8b | R189.6b | R9.1b | 14x | 14.3x | 0.7x |
| Fri, 06 Sep 2024 | R133.1b | R189.6b | R9.1b | 13.9x | 14.7x | 0.7x |
| Sun, 04 Aug 2024 | R124.7b | R187.3b | R7.8b | 18.7x | 15.9x | 0.7x |
| Tue, 02 Jul 2024 | R132.2b | R187.3b | R7.8b | 19.1x | 16.9x | 0.7x |
| Thu, 30 May 2024 | R118.8b | R187.3b | R7.8b | 17.8x | 15.2x | 0.6x |
| Sat, 27 Apr 2024 | R112.2b | R186.7b | R10.4b | 12.3x | 10.8x | 0.6x |
| Mon, 25 Mar 2024 | R114.5b | R186.7b | R10.4b | 12.6x | 11x | 0.6x |
| Wed, 21 Feb 2024 | R109.6b | R181.9b | R10.5b | 12.2x | 10.4x | 0.6x |
| Fri, 19 Jan 2024 | R119.4b | R189.3b | R18.0b | 10.6x | 6.6x | 0.6x |
| Sun, 17 Dec 2023 | R119.3b | R189.3b | R18.0b | 10.4x | 6.6x | 0.6x |
| Tue, 14 Nov 2023 | R129.7b | R187.1b | R17.9b | 10.5x | 7.2x | 0.7x |
| Thu, 12 Oct 2023 | R131.2b | R187.1b | R17.9b | 10.4x | 7.3x | 0.7x |
| Sat, 09 Sep 2023 | R129.4b | R187.1b | R17.9b | 10.2x | 7.2x | 0.7x |
| Mon, 07 Aug 2023 | R132.2b | R179.1b | R18.6b | 5.5x | 7.1x | 0.7x |
| Wed, 05 Jul 2023 | R128.2b | R179.1b | R18.6b | 5.6x | 6.9x | 0.7x |
| Fri, 02 Jun 2023 | R118.2b | R179.1b | R18.6b | 5.3x | 6.4x | 0.7x |
6.4x
How does South African Industrial Conglomerates compare with similar industries?
| ZA Market | 1.93% | |
| Industrials | 2.96% | |
| Industrials | 3.75% | |
| Industrial Conglomerates | 3.75% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BVT Bidvest Group | R240.45 | 3.7% +R2.9b | 0.2% | PE13.7x | |
| HCI Hosken Consolidated Investments | R170.50 | 4.0% +R482.3m | 32.4% | PE7.9x | |
| RLO Reunert | R64.13 | 4.5% +R436.8m | 6.5% | PE9.8x | |
| KAP KAP | R2.69 | 3.1% +R200.6m | 3.5% | PE53.5x |