Narrative Update • May 10

In the last week, the Marine Ports and Services industry is up 5.6%, with all of the companies up. In the last 12 months, the industry was up 93%. As for the next few years, earnings are forecast to decline by 6.3% per annum.
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 |
|---|---|---|---|---|---|---|
| Mon, 25 May 2026 | R16.8b | R5.6b | R2.1b | 8.1x | 8.1x | 3x |
| Wed, 22 Apr 2026 | R14.0b | R5.6b | R2.1b | 6.8x | 6.8x | 2.5x |
| Fri, 20 Mar 2026 | R12.0b | R5.6b | R2.1b | 5.8x | 5.8x | 2.2x |
| Sun, 15 Feb 2026 | R11.7b | R4.9b | R1.3b | 9.1x | 9.1x | 2.4x |
| Tue, 13 Jan 2026 | R11.5b | R4.9b | R1.3b | 8.9x | 8.9x | 2.4x |
| Thu, 11 Dec 2025 | R10.7b | R4.9b | R1.3b | 8.2x | 8.2x | 2.2x |
| Sat, 08 Nov 2025 | R11.4b | R4.9b | R1.3b | 8.8x | 8.8x | 2.3x |
| Mon, 06 Oct 2025 | R10.3b | R4.9b | R1.3b | 7.9x | 7.9x | 2.1x |
| Wed, 03 Sep 2025 | R10.3b | R4.9b | R1.3b | 7.9x | 7.9x | 2.1x |
| Fri, 01 Aug 2025 | R7.7b | R5.0b | R314.2m | 24.7x | 24.7x | 1.6x |
| Sun, 29 Jun 2025 | R8.4b | R5.0b | R314.2m | 26.8x | 26.8x | 1.7x |
| Tue, 27 May 2025 | R8.7b | R5.0b | R314.2m | 27.6x | 27.6x | 1.7x |
| Thu, 24 Apr 2025 | R7.8b | R5.0b | R314.2m | 24.7x | 24.7x | 1.6x |
| Sat, 22 Mar 2025 | R8.5b | R5.0b | R314.2m | 27.1x | 27.1x | 1.7x |
| Mon, 17 Feb 2025 | R8.8b | R4.9b | R1.0b | 8.5x | 8.5x | 1.8x |
| Wed, 15 Jan 2025 | R7.9b | R4.9b | R1.0b | 7.6x | 7.6x | 1.6x |
| Fri, 13 Dec 2024 | R8.0b | R4.9b | R1.0b | 7.7x | 7.7x | 1.6x |
| Sun, 10 Nov 2024 | R9.0b | R4.9b | R1.0b | 8.8x | 8.8x | 1.9x |
| Tue, 08 Oct 2024 | R10.0b | R4.9b | R1.0b | 9.7x | 9.7x | 2x |
| Thu, 05 Sep 2024 | R9.7b | R4.9b | R1.0b | 9.5x | 9.5x | 2x |
| Sat, 03 Aug 2024 | R10.3b | R4.8b | R987.8m | 10.4x | 10.4x | 2.1x |
| Mon, 01 Jul 2024 | R10.0b | R4.8b | R987.8m | 10.2x | 10.2x | 2.1x |
| Wed, 29 May 2024 | R9.2b | R4.8b | R987.8m | 9.3x | 9.3x | 1.9x |
| Fri, 26 Apr 2024 | R8.5b | R4.8b | R987.8m | 8.7x | 8.7x | 1.8x |
| Sun, 24 Mar 2024 | R8.4b | R4.8b | R987.8m | 8.5x | 8.5x | 1.7x |
| Tue, 20 Feb 2024 | R8.2b | R6.1b | R918.6m | 8.9x | 8.9x | 1.3x |
| Thu, 18 Jan 2024 | R7.8b | R6.1b | R918.6m | 8.5x | 8.5x | 1.3x |
| Sat, 16 Dec 2023 | R7.1b | R6.1b | R918.6m | 7.7x | 7.7x | 1.2x |
| Mon, 13 Nov 2023 | R7.3b | R6.1b | R918.6m | 7.9x | 7.9x | 1.2x |
| Wed, 11 Oct 2023 | R7.1b | R6.1b | R918.6m | 7.8x | 7.8x | 1.2x |
| Fri, 08 Sep 2023 | R7.1b | R6.1b | R918.6m | 7.8x | 7.8x | 1.2x |
| Sun, 06 Aug 2023 | R6.2b | R5.9b | R776.2m | 8x | 8x | 1.1x |
| Tue, 04 Jul 2023 | R5.9b | R5.9b | R776.2m | 7.6x | 7.6x | 1x |
| Thu, 01 Jun 2023 | R5.6b | R5.9b | R776.2m | 7.2x | 7.2x | 0.9x |
7.2x
How does South African Marine Ports and Services compare with similar industries?
| ZA Market | -0.81% | |
| Industrials | 2.23% | |
| Infrastructure | 5.63% | |
| Marine Ports and Services | 5.63% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GND Grindrod | R25.15 | 5.6% +R894.1m | 93.2% | PE8.1x |