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South African (JSE) Materials Sector Analysis

UpdatedJul 06, 2025
DataAggregated Company Financials
Companies31
  • 7D7.0%
  • 3M25.7%
  • 1Y21.0%
  • YTD44.9%

In the last week, the Materials industry is up 7.0%, with Valterra Platinum leading the way, up 7.6%. This means that the industry has gained 21% over the past year. Earnings are forecast to grow by 38% annually.

Sector Valuation and Performance

Has the South African Materials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 07 Jul 2025R1.4tR1.1t-R12,205,971,440.847.7x-112.3x1.2x
Wed, 04 Jun 2025R1.2tR1.1t-R12,044,122,672.987.6x-103.5x1.1x
Fri, 02 May 2025R1.2tR1.1t-R8,926,765,242.077.2x-133.5x1.1x
Sun, 30 Mar 2025R1.2tR1.1t-R7,859,534,541.477.8x-154x1.1x
Tue, 25 Feb 2025R1.1tR1.1t-R9,002,085,274.818.7x-118x0.9x
Thu, 23 Jan 2025R1.0tR1.1t-R52,273,872,509.659.6x-19.6x0.9x
Sat, 21 Dec 2024R935.7bR1.1t-R52,406,405,731.789.5x-17.9x0.8x
Mon, 18 Nov 2024R977.8bR1.1t-R56,088,377,195.939.5x-17.4x0.9x
Wed, 16 Oct 2024R1.0tR1.1t-R58,613,135,597.399.4x-17.3x0.9x
Fri, 13 Sep 2024R927.9bR1.1t-R45,156,213,893.9110x-20.5x0.8x
Sun, 11 Aug 2024R1.0tR1.2tR12.6b9.4x82.9x0.9x
Tue, 09 Jul 2024R1.1tR1.1tR54.4b9.1x19.4x1x
Thu, 06 Jun 2024R1.1tR1.2tR16.0b8.7x66.9x0.9x
Sat, 04 May 2024R1.1tR1.2tR16.6b8.3x65.9x0.9x
Mon, 01 Apr 2024R1.1tR1.2tR16.9b8.7x65.7x0.9x
Wed, 28 Feb 2024R1.0tR1.2tR85.4b9.3x12x0.8x
Fri, 26 Jan 2024R1.2tR1.2tR106.4b9.7x10.9x0.9x
Sun, 24 Dec 2023R1.3tR1.2tR106.1b9.5x11.9x1x
Tue, 21 Nov 2023R1.1tR1.2tR107.3b8.8x10.5x0.9x
Thu, 19 Oct 2023R1.2tR1.3tR109.3b9x10.7x0.9x
Sat, 16 Sep 2023R1.2tR1.3tR111.8b9x11.1x0.9x
Mon, 14 Aug 2023R1.3tR1.4tR186.1b5.3x7.2x1x
Wed, 12 Jul 2023R1.3tR1.4tR215.4b4.6x6.2x1x
Fri, 09 Jun 2023R1.6tR1.4tR223.8b5.2x7.1x1.1x
Sun, 07 May 2023R1.7tR1.4tR234.5b5.4x7.1x1.2x
Tue, 04 Apr 2023R1.5tR1.4tR221.0b5.6x6.7x1.1x
Thu, 02 Mar 2023R1.4tR1.4tR221.6b5.3x6.4x1x
Sat, 28 Jan 2023R1.7tR1.4tR248.5b5.8x6.7x1.2x
Mon, 26 Dec 2022R1.6tR1.4tR247.7b6.4x6.6x1.2x
Wed, 23 Nov 2022R1.6tR1.4tR249.3b6.1x6.6x1.2x
Fri, 21 Oct 2022R1.4tR1.4tR251.5b5.9x5.7x1x
Sun, 18 Sep 2022R1.4tR1.4tR250.3b5.6x5.6x1x
Tue, 16 Aug 2022R1.5tR1.3tR235.6b6.5x6.4x1.1x
Thu, 14 Jul 2022R1.5tR1.4tR268.0b5.6x5.6x1.1x
Price to Earnings Ratio

5.6x


Total Market Cap: R1.5tTotal Earnings: R268.0bTotal Revenue: R1.4tTotal Market Cap vs Earnings and Revenue0%0%0%
South African Materials Sector Price to Earnings3Y Average -4x202320242025
Current Industry PE
  • Investors are optimistic on the South African Materials industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 1.00x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • Total earnings for the Materials industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 6.7% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the South African Materials sector?

ZA Market1.54%
Materials7.02%
Metals and Mining7.36%
Chemicals7.09%
Basic Materials-1.29%
Packaging-1.83%
Paper and Forestry Products-2.70%
Industry PE
  • Investors are most optimistic about the Metals and Mining industry which is trading above its 3-year average PE ratio of 32.7x.
    • Analysts are expecting annual earnings growth of 36.2%, which is higher than its past year's earnings decline of 24.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Chemicals industry, expecting annual earnings growth of 69% over the next 5 years.
  • This is better than its past earnings decline of 3.3% per year.
  • In contrast, the Packaging industry is expected to see its earnings grow by 17% 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
VAL Valterra PlatinumR850.627.6%
+R15.8b		28.8%PE31.6x
GFI Gold FieldsR432.324.0%
+R14.8b		52.4%PE17.5x
IMP Impala Platinum HoldingsR173.499.2%
+R13.1b		82.0%PS1.8x
SSW Sibanye StillwaterR35.4810.0%
+R9.1b		64.3%PS0.9x
HAR Harmony Gold MiningR255.354.3%
+R6.6b		45.4%PE15.1x

Latest News

NPH
R198.29
Northam Platinum Holdings
7D
3.4%
1Y
55.4%
IMP
R173.49
Impala Platinum Holdings
7D
9.2%
1Y
82.0%
VAL
R850.62
Valterra Platinum
7D
7.6%
1Y
28.8%
SOL
R88.21
Sasol
7D
12.0%
1Y
-38.2%
CPR
R1.49
Copper 360
7D
-6.3%
1Y
-67.7%
SAP
R28.31
Sappi
7D
-4.9%
1Y
-46.3%
SEP
R1.60
Sephaku Holdings
7D
-11.1%
1Y
-7.5%
AFE
R101.50
AECI
7D
-4.2%
1Y
-6.3%
KIO
R297.98
Kumba Iron Ore
7D
4.5%
1Y
-35.5%
HAR
R255.35
Harmony Gold Mining
7D
4.3%
1Y
45.4%
PPC
R5.13
PPC
7D
-0.8%
1Y
38.6%
GFI
R432.32
Gold Fields
7D
4.0%
1Y
52.4%
MDI
R15.50
Master Drilling Group
7D
-2.9%
1Y
27.7%
MRF
R1.30
Merafe Resources
7D
-0.8%
1Y
-11.6%
SSW
R35.48
Sibanye Stillwater
7D
10.0%
1Y
64.3%
ACL
R1.00
ArcelorMittal South Africa
7D
-4.8%
1Y
-19.4%