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South African (JSE) Trade Companies and Distributors Industry Analysis

UpdatedNov 23, 2024
DataAggregated Company Financials
Companies6
  • 7D1.3%
  • 3M-1.6%
  • 1Y16.8%
  • YTDn/a

Over the last 7 days, the Trade Companies and Distributors industry has risen 4.9%, driven by gains from Barloworld of 8.4%. During this same period, the Insimbi Industrial Holdings underperformed, falling 9.9%. In the last 12 months, the industry was up 16%. As for the next few years, earnings are expected to grow by 9.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 Nov 2024R28.3bR71.2bR3.1b9.2x9.1x0.4x
Mon, 21 Oct 2024R26.8bR71.4bR3.2b8.8x8.5x0.4x
Wed, 18 Sep 2024R26.1bR71.7bR3.2b7.4x8.1x0.4x
Fri, 16 Aug 2024R28.2bR71.7bR3.2b7.8x8.7x0.4x
Sun, 14 Jul 2024R26.9bR71.7bR3.2b7.8x8.3x0.4x
Tue, 11 Jun 2024R27.7bR72.5bR3.3b7.8x8.4x0.4x
Thu, 09 May 2024R26.6bR74.0bR3.4b8x7.8x0.4x
Sat, 06 Apr 2024R22.1bR74.0bR3.4b6.7x6.4x0.3x
Mon, 04 Mar 2024R23.1bR74.1bR3.4b7.1x6.7x0.3x
Wed, 31 Jan 2024R26.5bR81.6bR3.4b7.7x7.8x0.3x
Fri, 29 Dec 2023R27.6bR81.6bR3.4b7.6x8.1x0.3x
Sun, 26 Nov 2023R26.5bR81.4bR3.3b7.4x8x0.3x
Tue, 24 Oct 2023R27.7bR80.0bR3.9b6.4x7.1x0.3x
Thu, 21 Sep 2023R27.7bR80.1bR3.9b6.5x7.1x0.3x
Sat, 19 Aug 2023R27.3bR80.2bR3.9b6.5x7x0.3x
Mon, 17 Jul 2023R28.2bR80.1bR3.9b6.6x7.2x0.4x
Wed, 14 Jun 2023R29.3bR79.5bR4.0b7x7.4x0.4x
Fri, 12 May 2023R29.9bR77.0bR2.7b8.9x10.9x0.4x
Sun, 09 Apr 2023R30.7bR76.9bR2.7b9.1x11.2x0.4x
Tue, 07 Mar 2023R30.9bR76.9bR2.8b9.2x11.2x0.4x
Thu, 02 Feb 2023R30.3bR76.3bR2.7b9.4x11.2x0.4x
Sat, 31 Dec 2022R29.0bR76.2bR2.7b9.1x10.7x0.4x
Mon, 28 Nov 2022R32.7bR76.3bR2.8b9x11.6x0.4x
Wed, 26 Oct 2022R31.0bR80.0bR3.7b8.1x8.5x0.4x
Fri, 23 Sep 2022R29.4bR79.9bR3.6b7.7x8.1x0.4x
Sun, 21 Aug 2022R32.1bR79.8bR3.6b8.5x8.9x0.4x
Tue, 19 Jul 2022R31.0bR79.8bR3.6b8.4x8.6x0.4x
Thu, 16 Jun 2022R32.0bR78.2bR3.6b8.9x9x0.4x
Sat, 14 May 2022R35.1bR75.7bR4.2b10x8.3x0.5x
Mon, 11 Apr 2022R36.9bR75.5bR4.2b8.8x8.8x0.5x
Wed, 09 Mar 2022R32.5bR75.6bR4.1b8.4x7.9x0.4x
Fri, 04 Feb 2022R40.9bR75.2bR4.1b9.2x10x0.5x
Sun, 02 Jan 2022R42.8bR74.6bR3.9b10.1x10.9x0.6x
Tue, 30 Nov 2021R42.8bR74.0bR3.9b8.5x10.9x0.6x
Price to Earnings Ratio

10.9x


Total Market Cap: R42.8bTotal Earnings: R3.9bTotal Revenue: R74.0bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Trade Companies and Distributors Industry Price to Earnings3Y Average 8.7x202220232024
Current Industry PE
  • Investors are relatively neutral on the South African Trading Companies and Distributors industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 8.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.39x.
Past Earnings Growth
  • The earnings for companies in the Trading Companies and Distributors industry have declined 7.7% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 Trade Companies and Distributors compare with similar industries?

ZA Market2.25%
Industrials1.43%
Trade Distributors1.29%
Trade Companies and Distributors1.29%
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
BAW BarloworldR89.442.0%
+R328.1m
17.5%PE9.2x
ENX enX GroupR5.002.9%
+R25.4m
-37.3%PE6x
HDC Hudaco IndustriesR203.310.4%
+R24.7m
29.5%PE10.1x
MMP Marshall MonteagleR28.160.6%
+R5.7m
6.0%PE15.2x
IVT Invicta HoldingsR35.000.03%
+R968.4k
31.7%PE7.1x
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Latest News

ENX

R5.00

enX Group

7D

2.9%

1Y

-37.3%

BAW

R89.44

Barloworld

7D

2.0%

1Y

17.5%

MMP

R28.16

Marshall Monteagle

7D

0.6%

1Y

6.0%

HDC

R203.31

Hudaco Industries

7D

0.4%

1Y

29.5%

IVT

R35.00

Invicta Holdings

7D

0.03%

1Y

31.7%