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South African (JSE) Industrial Conglomerates Industry Analysis
UpdatedDec 31, 2024
DataAggregated Company Financials
Companies4
- 7D-1.5%
- 3M-7.9%
- 1Y4.2%
- YTDn/a
The Industrial Conglomerates industry has stayed flat over the last week. As for the the longer term, the industry is up 7.0% over the past 12 months. As for the next few years, earnings are expected to grow by 9.3% per annum.
Industry Valuation and Performance
Has the South African Industrial Conglomerates Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 31 Dec 2024 | R123.1b | R189.6b | R9.4b | 12.7x | 13.1x | 0.6x |
| Thu, 28 Nov 2024 | R127.9b | R189.9b | R9.1b | 13.1x | 14x | 0.7x |
| Sat, 26 Oct 2024 | R132.9b | R189.6b | R9.1b | 14x | 14.6x | 0.7x |
| Mon, 23 Sep 2024 | R131.8b | R189.6b | R9.1b | 13.9x | 14.5x | 0.7x |
| Wed, 21 Aug 2024 | R130.2b | R187.3b | R7.8b | 19x | 16.6x | 0.7x |
| Fri, 19 Jul 2024 | R126.3b | R187.3b | R7.8b | 19x | 16.1x | 0.7x |
| Sun, 16 Jun 2024 | R118.3b | R187.3b | R7.8b | 17.4x | 15.1x | 0.6x |
| Tue, 14 May 2024 | R118.2b | R186.7b | R10.4b | 13x | 11.4x | 0.6x |
| Thu, 11 Apr 2024 | R113.6b | R186.7b | R10.4b | 12.4x | 10.9x | 0.6x |
| Sat, 09 Mar 2024 | R117.7b | R186.7b | R10.4b | 12.8x | 11.3x | 0.6x |
| Mon, 05 Feb 2024 | R116.1b | R189.3b | R18.0b | 10.4x | 6.5x | 0.6x |
| Wed, 03 Jan 2024 | R121.9b | R189.3b | R18.0b | 10.3x | 6.8x | 0.6x |
| Fri, 01 Dec 2023 | R116.4b | R189.3b | R18.0b | 10.7x | 6.5x | 0.6x |
| Sun, 29 Oct 2023 | R123.0b | R187.1b | R17.9b | 9.8x | 6.9x | 0.7x |
| Tue, 26 Sep 2023 | R131.4b | R187.1b | R17.9b | 10.3x | 7.3x | 0.7x |
| Thu, 24 Aug 2023 | R132.6b | R179.1b | R18.6b | 5.7x | 7.1x | 0.7x |
| Sat, 22 Jul 2023 | R129.3b | R179.1b | R18.6b | 5.6x | 7x | 0.7x |
| Mon, 19 Jun 2023 | R133.2b | R179.1b | R18.6b | 6x | 7.2x | 0.7x |
| Wed, 17 May 2023 | R117.7b | R176.8b | R18.1b | 5.1x | 6.5x | 0.7x |
| Fri, 14 Apr 2023 | R123.9b | R176.8b | R18.1b | 5.3x | 6.9x | 0.7x |
| Sun, 12 Mar 2023 | R128.5b | R176.8b | R18.1b | 5.5x | 7.1x | 0.7x |
| Tue, 07 Feb 2023 | R118.7b | R168.1b | R17.9b | 5.7x | 6.6x | 0.7x |
| Thu, 05 Jan 2023 | R109.6b | R168.1b | R17.9b | 6.2x | 6.1x | 0.7x |
| Sat, 03 Dec 2022 | R111.9b | R167.1b | R17.8b | 6.3x | 6.3x | 0.7x |
| Mon, 31 Oct 2022 | R111.5b | R164.5b | R17.1b | 7x | 6.5x | 0.7x |
| Wed, 28 Sep 2022 | R108.7b | R164.5b | R17.1b | 6.9x | 6.4x | 0.7x |
| Fri, 26 Aug 2022 | R127.5b | R158.7b | R16.7b | 7.1x | 7.6x | 0.8x |
| Sun, 24 Jul 2022 | R122.8b | R154.5b | R15.7b | 7.9x | 7.8x | 0.8x |
| Tue, 21 Jun 2022 | R122.0b | R154.5b | R15.7b | 8.8x | 7.8x | 0.8x |
| Thu, 19 May 2022 | R121.0b | R154.0b | R15.7b | 8.5x | 7.7x | 0.8x |
| Sat, 16 Apr 2022 | R121.2b | R154.8b | R16.2b | 8.8x | 7.5x | 0.8x |
| Mon, 14 Mar 2022 | R117.8b | R154.8b | R16.2b | 7.6x | 7.3x | 0.8x |
| Wed, 09 Feb 2022 | R108.8b | R147.5b | R15.0b | 9.9x | 7.2x | 0.7x |
| Fri, 07 Jan 2022 | R109.0b | R147.5b | R15.0b | n/a | 7.2x | 0.7x |
Price to Earnings Ratio
7.2x
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 13.3x which is higher than its 3-year average PE of 9.0x.
- 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 8.7% 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 Market | -1.13% | |
| Industrials | -0.80% | |
| Industrials | -1.49% | |
| Industrial Conglomerates | -1.49% | |
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 | |
|---|---|---|---|---|---|
| HCI Hosken Consolidated Investments | R165.00 | 0.1% +R12.9m | -18.6% | PE14.8x |