Narrative Update • May 10

All of the companies in the Marine Ports and Services industry have been up over the last week, with the industry up 6.2%. In the last 12 months, the industry was up 83%. Looking forward, earnings are forecast to decline by 6.3% per year.
Has the South African Marine Ports and Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 22 May 2026 | R16.5b | R5.6b | R2.1b | 8x | 8x | 3x |
| Sun, 19 Apr 2026 | R14.0b | R5.6b | R2.1b | 6.8x | 6.8x | 2.5x |
| Tue, 17 Mar 2026 | R11.7b | R5.6b | R2.1b | 5.6x | 5.6x | 2.1x |
| Thu, 12 Feb 2026 | R11.9b | R4.9b | R1.3b | 9.2x | 9.2x | 2.4x |
| Sat, 10 Jan 2026 | R11.7b | R4.9b | R1.3b | 9.1x | 9.1x | 2.4x |
| Mon, 08 Dec 2025 | R10.8b | R4.9b | R1.3b | 8.3x | 8.3x | 2.2x |
| Wed, 05 Nov 2025 | R11.4b | R4.9b | R1.3b | 8.8x | 8.8x | 2.3x |
| Fri, 03 Oct 2025 | R10.1b | R4.9b | R1.3b | 7.8x | 7.8x | 2.1x |
| Sun, 31 Aug 2025 | R10.2b | R4.9b | R1.3b | 7.9x | 7.9x | 2.1x |
| Tue, 29 Jul 2025 | R7.8b | R5.0b | R314.2m | 24.9x | 24.9x | 1.6x |
| Thu, 26 Jun 2025 | R8.4b | R5.0b | R314.2m | 26.7x | 26.7x | 1.7x |
| Sat, 24 May 2025 | R8.7b | R5.0b | R314.2m | 27.7x | 27.7x | 1.7x |
| Mon, 21 Apr 2025 | R7.7b | R5.0b | R314.2m | 24.6x | 24.6x | 1.6x |
| Wed, 19 Mar 2025 | R8.4b | R5.0b | R314.2m | 26.7x | 26.7x | 1.7x |
| Fri, 14 Feb 2025 | R8.8b | R4.9b | R1.0b | 8.5x | 8.5x | 1.8x |
| Sun, 12 Jan 2025 | R8.1b | R4.9b | R1.0b | 7.8x | 7.8x | 1.7x |
| Tue, 10 Dec 2024 | R8.4b | R4.9b | R1.0b | 8.2x | 8.2x | 1.7x |
| Thu, 07 Nov 2024 | R9.4b | R4.9b | R1.0b | 9.1x | 9.1x | 1.9x |
| Sat, 05 Oct 2024 | R10.2b | R4.9b | R1.0b | 9.9x | 9.9x | 2.1x |
| Mon, 02 Sep 2024 | R9.5b | R4.9b | R1.0b | 9.2x | 9.2x | 1.9x |
| Wed, 31 Jul 2024 | R10.5b | R4.8b | R987.8m | 10.6x | 10.6x | 2.2x |
| Fri, 28 Jun 2024 | R9.7b | R4.8b | R987.8m | 9.8x | 9.8x | 2x |
| Sun, 26 May 2024 | R9.3b | R4.8b | R987.8m | 9.4x | 9.4x | 1.9x |
| Tue, 23 Apr 2024 | R8.4b | R4.8b | R987.8m | 8.6x | 8.6x | 1.7x |
| Thu, 21 Mar 2024 | R8.5b | R4.8b | R987.8m | 8.6x | 8.6x | 1.7x |
| Sat, 17 Feb 2024 | R8.1b | R6.1b | R918.6m | 8.9x | 8.9x | 1.3x |
| Mon, 15 Jan 2024 | R7.7b | R6.1b | R918.6m | 8.4x | 8.4x | 1.3x |
| Wed, 13 Dec 2023 | R7.0b | R6.1b | R918.6m | 7.7x | 7.7x | 1.1x |
| Fri, 10 Nov 2023 | R7.3b | R6.1b | R918.6m | 7.9x | 7.9x | 1.2x |
| Sun, 08 Oct 2023 | R7.1b | R6.1b | R918.6m | 7.7x | 7.7x | 1.2x |
| Tue, 05 Sep 2023 | R7.2b | R6.1b | R918.6m | 7.9x | 7.9x | 1.2x |
| Thu, 03 Aug 2023 | R6.3b | R5.9b | R776.2m | 8.1x | 8.1x | 1.1x |
| Sat, 01 Jul 2023 | R5.9b | R5.9b | R776.2m | 7.6x | 7.6x | 1x |
| Mon, 29 May 2023 | R5.6b | R5.9b | R776.2m | 7.2x | 7.2x | 1x |
7.2x
How does South African Marine Ports and Services compare with similar industries?
| ZA Market | -0.22% | |
| Industrials | 0.50% | |
| Infrastructure | 4.07% | |
| Marine Ports and Services | 4.07% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GND Grindrod | R24.78 | 4.1% +R647.2m | 90.3% | PE8x |