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South African (JSE) Transportation Industry Analysis

UpdatedMay 10, 2024
DataAggregated Company Financials
Companies2
  • 7D0.5%
  • 3M-1.2%
  • 1Y23.1%
  • YTD-4.2%

In the last week, Transportation has been flat. As for the the longer term, the industry is up 23% over the past 12 months. As for the next few years, earnings are expected to grow by 6.6% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 11 May 2024R4.1bR11.6bR1.1b4.2x3.8x0.4x
Mon, 08 Apr 2024R3.9bR11.6bR1.1b4.2x3.7x0.3x
Wed, 06 Mar 2024R4.0bR11.6bR1.1b4.1x3.7x0.3x
Fri, 02 Feb 2024R4.6bR11.6bR1.1b4.8x4.3x0.4x
Sun, 31 Dec 2023R4.3bR11.6bR1.1b4.4x4x0.4x
Tue, 28 Nov 2023R4.3bR11.4bR972.2m4.7x4.5x0.4x
Thu, 26 Oct 2023R3.7bR11.3bR906.7m4.7x4.1x0.3x
Sat, 23 Sep 2023R3.7bR11.3bR906.7m4.5x4.1x0.3x
Mon, 21 Aug 2023R3.8bR11.3bR906.7m4.6x4.2x0.3x
Wed, 19 Jul 2023R3.5bR11.3bR906.7m4.4x3.8x0.3x
Fri, 16 Jun 2023R3.2bR11.3bR906.7m3.9x3.5x0.3x
Sun, 14 May 2023R3.4bR10.4bR815.7m4.7x4.2x0.3x
Tue, 11 Apr 2023R3.7bR10.4bR815.7m5x4.6x0.4x
Thu, 09 Mar 2023R3.7bR10.4bR815.7m4.8x4.6x0.4x
Sat, 04 Feb 2023R3.9bR10.4bR815.7m5x4.8x0.4x
Mon, 02 Jan 2023R4.1bR10.4bR815.7m5.2x5x0.4x
Wed, 30 Nov 2022R1.5bR2.3bR254.3m5.9x5.9x0.7x
Fri, 28 Oct 2022R1.4bR2.1bR261.2m5.2x5.2x0.7x
Sun, 25 Sep 2022R1.4bR2.1bR261.2m5.3x5.3x0.7x
Tue, 23 Aug 2022R1.3bR2.1bR261.2m5x5x0.6x
Thu, 21 Jul 2022R1.4bR2.1bR261.2m5.5x5.5x0.7x
Sat, 18 Jun 2022R1.4bR2.1bR261.2m5.2x5.2x0.7x
Mon, 16 May 2022R1.2bR1.9bR248.5m4.9x4.9x0.6x
Wed, 13 Apr 2022R1.6bR1.9bR248.5m6.3x6.3x0.8x
Fri, 11 Mar 2022R1.3bR1.9bR248.5m5.1x5.1x0.7x
Sun, 06 Feb 2022R1.5bR1.9bR248.5m5.8x5.8x0.8x
Tue, 04 Jan 2022R1.6bR1.9bR248.5m6.3x6.3x0.8x
Thu, 02 Dec 2021R1.5bR1.9bR248.5m5.8x5.8x0.8x
Sat, 30 Oct 2021R1.5bR1.7bR204.8m7.5x7.5x0.9x
Mon, 27 Sep 2021R1.1bR1.7bR204.8m5.4x5.4x0.7x
Wed, 25 Aug 2021R1.1bR1.7bR204.8m5.3x5.3x0.7x
Thu, 01 Jul 2021R1.0bR1.7bR204.8m5x5x0.6x
Price to Earnings Ratio

5.3x


Total Market Cap: R1.1bTotal Earnings: R204.8mTotal Revenue: R1.7bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Transportation Industry Price to Earnings3Y Average 5x202220232024
Current Industry PE
    There are only 2 companies in the South African Transportation industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 74% per year over the last three years.
  • Revenues for these companies have grown 92% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

ZA Market1.91%
Industrials2.31%
Transportation0.47%
Trucking0.47%
Railroads0%
Cargo Ground Transportation0%
Industry PE
  • Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 5.0x.
    • Analysts are expecting annual earnings growth of 6.6%, which is lower than the prior year's growth of 32.6% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 5.0x.
Forecasted Growth
  • Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 6.6% over the next 5 years.
  • However this is lower than its past earnings growth rate of 33% per year.
  • In contrast, the Trucking industry is expected to see its earnings grow by 6.6% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ZZD ZedaR12.001.4%
+R29.8m
18.1%PE3.1x
FTH Frontier Transport HoldingsR6.440.6%
+R11.6m
23.8%PE5.5x
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Latest News

ZZD

R12.00

Zeda

7D

1.4%

1Y

18.1%

FTH

R6.44

Frontier Transport Holdings

7D

0.6%

1Y

23.8%