Investing IdeasBrowse All StocksMarkets

Have your own idea? Try our Stock Screener

Header cover image

South African (JSE) Materials Sector Analysis

UpdatedNov 20, 2024
DataAggregated Company Financials
Companies31
  • 7D2.3%
  • 3M-7.1%
  • 1Y-5.2%
  • YTD-15.4%

The Materials industry is up 2.3% in the last week, with Gold Fields up 9.6%. Meanwhile, Sappi actually underperformed within the industry, shrinking 5.9% in the last week. In contrast, the industry has lost 5.2% in the last 12 months. As for the next few years, earnings are expected to grow by 39% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 Nov 2024R1.0tR1.1t-R56,079,802,353.6510x-18.1x0.9x
Sat, 19 Oct 2024R1.1tR1.1t-R58,641,345,001.729.5x-18.8x1x
Mon, 16 Sep 2024R969.8bR1.1t-R60,072,941,886.6710.3x-16.1x0.9x
Wed, 14 Aug 2024R1.0tR1.2tR11.3b9.6x91.7x0.9x
Fri, 12 Jul 2024R1.1tR1.1tR54.4b9x19.4x1x
Sun, 09 Jun 2024R1.1tR1.2tR15.9b8.7x66.5x0.9x
Tue, 07 May 2024R1.1tR1.2tR16.6b8.2x67.7x1x
Thu, 04 Apr 2024R1.1tR1.2tR16.7b8.7x67.2x1x
Sat, 02 Mar 2024R1.0tR1.2tR77.3b8.2x13.3x0.8x
Mon, 29 Jan 2024R1.2tR1.2tR106.3b9.7x11.1x0.9x
Wed, 27 Dec 2023R1.3tR1.2tR106.0b9.5x11.9x1x
Fri, 24 Nov 2023R1.2tR1.2tR108.1b9.6x10.6x0.9x
Sun, 22 Oct 2023R1.1tR1.3tR109.2b8.5x10.4x0.9x
Tue, 19 Sep 2023R1.3tR1.3tR111.8b9x11.3x0.9x
Thu, 17 Aug 2023R1.3tR1.4tR186.5b5.3x6.7x0.9x
Sat, 15 Jul 2023R1.4tR1.4tR214.7b5x6.7x1x
Mon, 12 Jun 2023R1.6tR1.4tR223.6b5.2x7x1.1x
Wed, 10 May 2023R1.7tR1.4tR234.8b5.4x7.1x1.2x
Fri, 07 Apr 2023R1.5tR1.4tR221.7b5.1x6.8x1.1x
Sun, 05 Mar 2023R1.4tR1.4tR220.3b5.5x6.5x1x
Tue, 31 Jan 2023R1.7tR1.4tR248.9b5.8x6.7x1.2x
Thu, 29 Dec 2022R1.7tR1.4tR248.0b6.5x6.7x1.2x
Sat, 26 Nov 2022R1.7tR1.4tR248.0b5.9x6.8x1.2x
Mon, 24 Oct 2022R1.5tR1.4tR251.5b6x5.8x1x
Wed, 21 Sep 2022R1.4tR1.4tR250.4b5.5x5.6x1x
Fri, 19 Aug 2022R1.5tR1.3tR236.4b6.5x6.3x1.1x
Sun, 17 Jul 2022R1.4tR1.4tR268.2b5.4x5.2x1x
Tue, 14 Jun 2022R1.6tR1.4tR268.2b5.3x6x1.2x
Thu, 12 May 2022R1.7tR1.4tR263.9b6.4x6.5x1.3x
Sat, 09 Apr 2022R2.0tR1.3tR257.4b7.3x7.9x1.5x
Mon, 07 Mar 2022R2.3tR1.3tR257.0b8.5x8.8x1.7x
Wed, 02 Feb 2022R1.8tR1.3tR283.2b7.3x6.4x1.4x
Fri, 31 Dec 2021R1.7tR1.3tR284.2b8.3x6x1.3x
Sun, 28 Nov 2021R1.6tR1.3tR282.7b8x5.5x1.2x
Price to Earnings Ratio

5.5x


Total Market Cap: R1.6tTotal Earnings: R282.7bTotal Revenue: R1.3tTotal Market Cap vs Earnings and Revenue0%0%0%
South African Materials Sector Price to Earnings3Y Average 14.9x202220232024
Current Industry PE
  • Investors are pessimistic on the South African Materials industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.89x.
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 4.0% per year, which is driving profits down.

Industry Trends

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

ZA Market0.33%
Materials2.29%
Metals and Mining2.95%
Basic Materials-0.13%
Packaging-0.52%
Chemicals-1.19%
Paper and Forestry Products-4.25%
Industry PE
  • Investors are most optimistic about the Paper and Forestry Products industry which is trading above its 3-year average PE ratio of 4.9x.
    • Analysts are expecting annual earnings growth of 43.0%, which is higher than its past year's earnings decline of 87.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Chemicals industry, expecting annual earnings growth of 58% over the next 5 years.
  • This is better than its past earnings growth rate of 4.5% per year.
  • In contrast, the Packaging industry is expected to see its earnings grow by 21% 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
GFI Gold FieldsR272.929.6%
+R21.4b		5.4%PE20.1x
HAR Harmony Gold MiningR176.373.7%
+R3.9b		62.8%PE12.7x
IMP Impala Platinum HoldingsR110.984.0%
+R3.8b		47.0%PS1.2x
KIO Kumba Iron OreR344.542.4%
+R2.6b		-43.9%PE5.5x
SSW Sibanye StillwaterR19.162.4%
+R1.3b		-4.9%PS0.5x
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlansLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & EnterpriseWhat's New
Financial Services GuideTerms and ConditionsPrivacy Policy
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

PPC

R4.43

PPC

7D

8.8%

1Y

19.4%

OMN

R72.50

Omnia Holdings

7D

8.3%

1Y

20.3%

GML

R2.10

Gemfields Group

7D

-2.8%

1Y

-30.0%

Gemfields Group Limited (JSE:GML) Could Be Riskier Than It Looks

Nov 15
Gemfields Group Limited (JSE:GML) Could Be Riskier Than It Looks

HAR

R176.37

Harmony Gold Mining

7D

3.7%

1Y

62.8%

SAP

R48.50

Sappi

7D

-5.9%

1Y

21.7%

We Think That There Are More Issues For Sappi (JSE:SAP) Than Just Sluggish Earnings

Nov 14
We Think That There Are More Issues For Sappi (JSE:SAP) Than Just Sluggish Earnings

GFI

R272.92

Gold Fields

7D

9.6%

1Y

5.4%

KIO

R344.54

Kumba Iron Ore

7D

2.4%

1Y

-43.9%

SSW

R19.16

Sibanye Stillwater

7D

2.4%

1Y

-4.9%

ARI

R163.69

African Rainbow Minerals

7D

1.0%

1Y

-3.8%

NPH

R116.72

Northam Platinum Holdings

7D

-1.9%

1Y

2.7%

CPR

R2.98

Copper 360

7D

-8.0%

1Y

-20.7%

NPK

R463.50

Nampak

7D

-1.6%

1Y

158.9%

AMS

R642.82

Anglo American Platinum

7D

-0.4%

1Y

-8.2%

IMP

R110.98

Impala Platinum Holdings

7D

4.0%

1Y

47.0%

Here's Why Shareholders Should Examine Impala Platinum Holdings Limited's (JSE:IMP) CEO Compensation Package More Closely

Oct 24
Here's Why Shareholders Should Examine Impala Platinum Holdings Limited's (JSE:IMP) CEO Compensation Package More Closely

THA

R15.70

Tharisa

7D

-3.6%

1Y

8.3%

MPT

R28.60

Mpact

7D

-2.4%

1Y

-1.4%