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South African (JSE) Trade Distributors Industry Analysis

UpdatedNov 29, 2022
DataAggregated Company Financials
Companies9
  • 7D-2.7%
  • 3M11.3%
  • 1Y-20.3%
  • YTD-22.3%

Over the last 7 days, the Trade Distributors industry has dropped 2.7%, driven by a pullback from Barloworld of 4.7%. Meanwhile, enX Group actually outperformed within the industry, gaining 9.8% in the last week. Overall the industry is down 20% in 12 months. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

Has the South African Trade Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Nov 2022R32.2bR76.3bR2.8b9.1x11.5x0.4x
Fri, 28 Oct 2022R31.4bR79.9bR3.7b8.2x8.6x0.4x
Sun, 25 Sep 2022R29.3bR79.9bR3.6b7.7x8.1x0.4x
Tue, 23 Aug 2022R31.4bR79.8bR3.6b8.3x8.7x0.4x
Thu, 21 Jul 2022R30.9bR79.8bR3.6b8.4x8.6x0.4x
Sat, 18 Jun 2022R31.6bR78.2bR3.6b9.2x8.9x0.4x
Mon, 16 May 2022R35.1bR75.7bR4.2b10x8.3x0.5x
Wed, 13 Apr 2022R36.8bR75.5bR4.2b8.9x8.8x0.5x
Fri, 11 Mar 2022R33.9bR75.5bR4.1b9x8.2x0.4x
Sun, 06 Feb 2022R41.1bR75.2bR4.1b9.4x10x0.5x
Tue, 04 Jan 2022R43.4bR75.3bR4.1b9.1x10.6x0.6x
Thu, 02 Dec 2021R43.4bR74.0bR3.9b8.6x11x0.6x
Sat, 30 Oct 2021R39.9bR87.3bR64.2m8.4x621.2x0.5x
Mon, 27 Sep 2021R33.9bR85.9b-R100,750,610.008.2x-336.4x0.4x
Wed, 25 Aug 2021R34.0bR86.1b-R27,778,920.008.5x-1223.8x0.4x
Thu, 01 Jul 2021R33.5bR86.1b-R27,778,920.009x-1205.8x0.4x
Sun, 04 Apr 2021R27.1bR85.5b-R293,478,420.009.3x-92.3x0.3x
Wed, 06 Jan 2021R25.5bR83.4b-R2,126,466,420.0012.6x-12x0.3x
Sat, 10 Oct 2020R18.6bR85.0b-R3,713,007,920.0040.7x-5x0.2x
Fri, 03 Jul 2020R20.1bR82.6b-R1,713,658,510.2051.8x-11.7x0.2x
Mon, 06 Apr 2020R19.7bR84.8bR47.6m9.8x412.4x0.2x
Thu, 09 Jan 2020R34.3bR91.6bR1.8b8.8x19x0.4x
Price to Earnings Ratio

10.1x


Total Market Cap: R34.3bTotal Earnings: R3.4bTotal Revenue: R98.8bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Trade Distributors Industry Price to Earnings3Y Average -72.7x202020212022
Current Industry PE
  • Investors are pessimistic on the South African Trade Distributors industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 11.5x which is higher than its 3-year average PE of -72.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.36x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have declined 6.0% per year over the last three years,
  • Revenues have also declined 8.2% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the South African Industrials industry?

ZA Market1.62%
Industrials1.77%
Trade Distributors-2.67%
Trade Companies and Distributors-2.67%
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
ENX enX GroupR6.049.8%
+R97.9m
-21.6%PE4x
TRE TrencorR5.743.4%
+R33.0m
22.4%PE45.3x
ISB Insimbi Industrial HoldingsR1.080.9%
+R4.0m
8.0%PE3.4x
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Latest News

IVT

R28.49

Invicta Holdings

7D

-2.8%

1Y

1.8%

BAW

R101.34

Barloworld

7D

-4.7%

1Y

-33.0%

TRE

R5.74

Trencor

7D

3.4%

1Y

22.4%

SLG

R1.05

Salungano Group

7D

-4.5%

1Y

-36.0%

HDC

R138.51

Hudaco Industries

7D

-0.1%

1Y

-0.7%

ISB

R1.08

Insimbi Industrial Holdings

7D

0.9%

1Y

8.0%

ENX

R6.04

enX Group

7D

9.8%

1Y

-21.6%