South African (JSE) Trade Companies and Distributors Industry Analysis
UpdatedMay 28, 2022
DataAggregated Company Financials
Companies9
- 7D-5.7%
- 3M-16.6%
- 1Y-4.7%
- YTD-24.7%
Over the last 7 days, the Trade Companies and Distributors industry has dropped 5.7%, driven by a pullback from Barloworld of 9.6%. On the other hand Marshall Monteagle is actually up 13%. The industry has fallen 4.7% in the last year. Looking forward, earnings are forecast to grow by 7.3% annually.
Industry Valuation and Performance
Has the South African Trade Companies and Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sat, 28 May 2022 | R32.7b | R77.8b | R3.5b | 9.2x |
| Mon, 25 Apr 2022 | R36.8b | R75.6b | R4.2b | 9x |
| Wed, 23 Mar 2022 | R35.6b | R75.5b | R4.1b | 8.6x |
| Fri, 18 Feb 2022 | R43.5b | R75.5b | R4.1b | 9.6x |
| Sun, 16 Jan 2022 | R40.9b | R75.2b | R4.1b | 8.9x |
| Tue, 14 Dec 2021 | R42.1b | R74.0b | R3.9b | 8.1x |
| Thu, 11 Nov 2021 | R40.0b | R84.4b | R942.5m | 8.5x |
| Sat, 09 Oct 2021 | R39.1b | R86.9b | -R58,966,494.00 | 8.1x |
| Mon, 06 Sep 2021 | R33.8b | R86.1b | -R101,778,920.00 | 8.1x |
| Wed, 04 Aug 2021 | R33.6b | R86.1b | -R27,778,920.00 | 8.2x |
| Sat, 08 May 2021 | R29.9b | R85.5b | -R293,478,420.00 | 9.6x |
| Tue, 09 Feb 2021 | R26.9b | R83.4b | -R2,126,466,420.00 | 11.8x |
| Mon, 02 Nov 2020 | R17.7b | R85.0b | -R3,713,007,920.00 | 44.3x |
| Thu, 06 Aug 2020 | R19.3b | R82.6b | -R1,713,658,510.20 | 49.1x |
| Sun, 10 May 2020 | R19.7b | R84.8b | R47.6m | 9.2x |
| Sat, 01 Feb 2020 | R29.6b | R91.6b | R1.8b | 8.6x |
| Tue, 05 Nov 2019 | R35.8b | R98.6b | R3.3b | 9.5x |
| Fri, 09 Aug 2019 | R36.9b | R94.8b | R2.9b | 11.9x |
Median PE Ratio
10.6x
Current Industry PE
- Investors are more pessimistic on the 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 9.2x which is lower than its 3-year average PE of 15.8x.
Past Earnings Growth
- The earnings for companies in the Trading Companies and Distributors industry have grown 9.1% per year over the last three years.
- Meanwhile revenues for these companies have declined 6.7% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Comparison
How does South African Trade Companies and Distributors compare with similar industries?
| ZA Market | 2.68% | |
| Industrials | 1.75% | |
| Trade Distributors | -5.73% | |
| Trade Companies and Distributors | -5.73% | |
Industry PEThere is insufficient data on the sub-industries of this industry.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MMP Marshall Monteagle | R27.00 | 12.5% +R107.6m | 21.5% | PS19x | |
| HDC Hudaco Industries | R145.00 | 2.3% +R97.9m | 25.8% | PS8.7x | |
| ISB Insimbi Industrial Holdings | R1.12 | 5.7% +R25.1m | 8.7% | PS5.5x | |
| ARH ARB Holdings | R7.98 | 0.4% +R7.1m | 60.9% | PS10x | |
| ENX enX Group | R8.30 | 0.1% +R1.8m | 50.9% | PS9.2x |