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South African (JSE) Industrial Conglomerates Industry Analysis

UpdatedNov 21, 2024
DataAggregated Company Financials
Companies4
  • 7D-0.008%
  • 3M1.5%
  • 1Y4.9%
  • YTDn/a

Over the last 7 days, the Industrial Conglomerates industry has dropped 2.3%, driven by Bidvest Group declining 2.7%. Over the last year, the industry has been flat overall. Earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 Nov 2024R131.0bR189.6bR9.1b14.1x14.4x0.7x
Sat, 19 Oct 2024R132.7bR189.6bR9.1b14.1x14.6x0.7x
Mon, 16 Sep 2024R128.3bR189.6bR9.1b13.5x14.1x0.7x
Wed, 14 Aug 2024R123.4bR187.3bR7.8b18.6x15.7x0.7x
Fri, 12 Jul 2024R129.8bR187.3bR7.8b19x16.6x0.7x
Sun, 09 Jun 2024R113.0bR187.3bR7.8b16.8x14.4x0.6x
Tue, 07 May 2024R117.1bR186.7bR10.4b12.8x11.3x0.6x
Thu, 04 Apr 2024R112.1bR186.7bR10.4b12.2x10.8x0.6x
Sat, 02 Mar 2024R110.8bR181.7bR10.2b12.3x10.8x0.6x
Mon, 29 Jan 2024R117.7bR189.3bR18.0b10.4x6.6x0.6x
Wed, 27 Dec 2023R120.7bR189.3bR18.0b10.3x6.7x0.6x
Fri, 24 Nov 2023R130.6bR188.6bR17.9b10.8x7.3x0.7x
Sun, 22 Oct 2023R123.8bR187.1bR17.9b10.2x6.9x0.7x
Tue, 19 Sep 2023R126.9bR187.1bR17.9b10.4x7.1x0.7x
Thu, 17 Aug 2023R130.6bR179.1bR18.6b5.5x7x0.7x
Sat, 15 Jul 2023R128.2bR179.1bR18.6b5.7x6.9x0.7x
Mon, 12 Jun 2023R127.1bR179.1bR18.6b5.6x6.8x0.7x
Wed, 10 May 2023R118.5bR176.8bR18.1b4.9x6.6x0.7x
Fri, 07 Apr 2023R123.9bR176.8bR18.1b5.3x6.9x0.7x
Sun, 05 Mar 2023R117.8bR169.8bR17.7b5.6x6.7x0.7x
Tue, 31 Jan 2023R113.0bR168.1bR17.9b5.8x6.3x0.7x
Thu, 29 Dec 2022R111.2bR168.1bR17.9b6.3x6.2x0.7x
Sat, 26 Nov 2022R114.1bR164.5bR17.1b6.7x6.7x0.7x
Mon, 24 Oct 2022R106.5bR164.5bR17.1b6.4x6.2x0.6x
Wed, 21 Sep 2022R112.4bR164.5bR17.1b7x6.6x0.7x
Fri, 19 Aug 2022R129.6bR156.2bR16.4b7.9x7.9x0.8x
Sun, 17 Jul 2022R118.2bR154.5bR15.7b7.5x7.5x0.8x
Tue, 14 Jun 2022R120.3bR154.5bR15.7b8.9x7.7x0.8x
Thu, 12 May 2022R121.2bR154.0bR15.7b8.5x7.7x0.8x
Sat, 09 Apr 2022R125.3bR154.8bR16.2b9x7.7x0.8x
Mon, 07 Mar 2022R122.3bR154.8bR16.2b7.6x7.5x0.8x
Wed, 02 Feb 2022R107.2bR147.5bR15.0b9.6x7.1x0.7x
Fri, 31 Dec 2021R109.1bR147.5bR15.0b9.9x7.2x0.7x
Sun, 28 Nov 2021R99.9bR147.5bR15.0b9.4x6.6x0.7x
Price to Earnings Ratio

6.6x


Total Market Cap: R99.9bTotal Earnings: R15.0bTotal Revenue: R147.5bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Industrial Conglomerates Industry Price to Earnings3Y Average 8.8x202220232024
Current Industry PE
  • Investors are optimistic on the South African Industrial Conglomerates industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 14.2x which is higher than its 3-year average PE of 8.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.70x.
Past Earnings Growth
  • The earnings for companies in the Industrial Conglomerates industry have declined 15% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.6% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does South African Industrial Conglomerates compare with similar industries?

ZA Market1.70%
Industrials1.27%
Industrials-0.0079%
Industrial Conglomerates-0.0079%
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 GroupR281.050.4%
+R363.7m
2.5%PE15x
KAP KAPR3.221.6%
+R124.7m
22.4%PE7.4x
RLO ReunertR80.360.7%
+R86.1m
28.6%PE13.3x
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Latest News

KAP

R3.22

KAP

7D

1.6%

1Y

22.4%

HCI

R195.24

Hosken Consolidated Investments

7D

-1.5%

1Y

-1.7%

RLO

R80.36

Reunert

7D

0.7%

1Y

28.6%