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South African (JSE) Materials Sector Analysis

UpdatedJan 16, 2025
DataAggregated Company Financials
Companies31
  • 7D7.0%
  • 3M-5.1%
  • 1Y-3.5%
  • YTD7.8%

Over the last 7 days, the Materials industry has risen 7.0%, driven by gains from Gold Fields of 7.3%. In the past year, the industry is down 3.5%. Looking forward, earnings are forecast to grow by 36% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 17 Jan 2025R1.0tR1.1t-R52,037,396,269.939.6x-19.6x0.9x
Sun, 15 Dec 2024R963.7bR1.1t-R52,756,772,813.699.7x-18.3x0.8x
Tue, 12 Nov 2024R1.0tR1.1t-R56,322,918,645.499.5x-18x0.9x
Thu, 10 Oct 2024R1.0tR1.1t-R59,704,993,565.829.8x-17.1x0.9x
Sat, 07 Sep 2024R926.9bR1.1t-R45,130,541,001.0910.7x-20.5x0.8x
Mon, 05 Aug 2024R1.1tR1.2tR12.5b8.7x86.9x0.9x
Wed, 03 Jul 2024R1.1tR1.2tR17.0b8.8x61.8x0.9x
Fri, 31 May 2024R1.1tR1.2tR15.8b8.7x71.4x1x
Sun, 28 Apr 2024R1.1tR1.2tR16.8b8x66.3x0.9x
Tue, 26 Mar 2024R1.1tR1.2tR15.9b8.3x69.1x0.9x
Thu, 22 Feb 2024R1.0tR1.2tR89.0b9.4x11.3x0.8x
Sat, 20 Jan 2024R1.1tR1.2tR106.5b9.5x10.4x0.9x
Mon, 18 Dec 2023R1.2tR1.2tR106.4b9x11.3x1x
Wed, 15 Nov 2023R1.1tR1.2tR107.2b8.3x10.6x0.9x
Fri, 13 Oct 2023R1.1tR1.3tR109.2b8.7x10.5x0.9x
Sun, 10 Sep 2023R1.2tR1.3tR112.0b8.2x10.6x0.9x
Tue, 08 Aug 2023R1.3tR1.4tR185.8b5.3x7.2x1x
Thu, 06 Jul 2023R1.4tR1.4tR215.8b4.7x6.4x1x
Sat, 03 Jun 2023R1.6tR1.4tR230.7b5x7x1.1x
Mon, 01 May 2023R1.6tR1.4tR234.3b5.6x6.8x1.1x
Wed, 29 Mar 2023R1.5tR1.4tR221.7b5.5x6.8x1.1x
Fri, 24 Feb 2023R1.4tR1.4tR225.5b5.7x6.4x1x
Sun, 22 Jan 2023R1.7tR1.4tR248.3b5.9x6.8x1.2x
Tue, 20 Dec 2022R1.6tR1.4tR248.4b6.3x6.5x1.1x
Thu, 17 Nov 2022R1.7tR1.4tR249.1b6.6x6.7x1.2x
Sat, 15 Oct 2022R1.4tR1.4tR251.6b5.7x5.7x1x
Mon, 12 Sep 2022R1.4tR1.4tR249.4b5.6x5.7x1x
Wed, 10 Aug 2022R1.5tR1.3tR236.0b6.4x6.5x1.1x
Fri, 08 Jul 2022R1.6tR1.4tR267.6b5.5x5.9x1.1x
Sun, 05 Jun 2022R1.8tR1.4tR266.6b5.6x6.6x1.3x
Tue, 03 May 2022R1.9tR1.4tR263.9b6.8x7.1x1.4x
Thu, 31 Mar 2022R2.0tR1.3tR255.2b8.7x8x1.5x
Sat, 26 Feb 2022R2.1tR1.3tR283.3b7.5x7.3x1.6x
Mon, 24 Jan 2022R1.8tR1.3tR282.8b8x6.4x1.4x
Price to Earnings Ratio

6.4x


Total Market Cap: R1.8tTotal Earnings: R282.8bTotal Revenue: R1.3tTotal Market Cap vs Earnings and Revenue0%0%0%
South African Materials Sector Price to Earnings3Y Average 13.6x202320242025
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 3.6% per year, which is driving profits down.

Industry Trends

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

ZA Market0.50%
Materials6.99%
Chemicals12.64%
Metals and Mining6.83%
Paper and Forestry Products5.23%
Packaging1.59%
Basic Materials-2.88%
Industry PE
  • Investors are most optimistic about the Paper and Forestry Products industry which is trading above its 3-year average PE ratio of 3.0x.
    • Analysts are expecting annual earnings growth of 40.7%, 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 61% 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
KIO Kumba Iron OreR363.4110.6%
+R11.2b		-31.4%PE5.8x
HAR Harmony Gold MiningR184.906.3%
+R6.8b		75.3%PE13.3x
GFI Gold FieldsR291.922.6%
+R6.6b		22.4%PE20.7x
SOL SasolR93.417.0%
+R3.9b		-41.1%PS0.2x
NPH Northam Platinum HoldingsR112.163.1%
+R1.3b		-13.2%PE24.3x
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Latest News

AMS

R611.18

Anglo American Platinum

7D

0.7%

1Y

-25.5%

ARI

R154.33

African Rainbow Minerals

7D

1.5%

1Y

-11.3%

Earnings Tell The Story For African Rainbow Minerals Limited (JSE:ARI)

Jan 16
Earnings Tell The Story For African Rainbow Minerals Limited (JSE:ARI)

AFT

R65.50

Afrimat

7D

-2.0%

1Y

7.5%

SOL

R93.41

Sasol

7D

7.0%

1Y

-41.1%

SAP

R46.30

Sappi

7D

-2.4%

1Y

12.9%

GFI

R291.92

Gold Fields

7D

2.6%

1Y

22.4%

CPR

R2.05

Copper 360

7D

-8.5%

1Y

-46.1%

AFE

R81.90

AECI

7D

-4.0%

1Y

-24.1%

KIO

R363.41

Kumba Iron Ore

7D

10.6%

1Y

-31.4%

Kumba Iron Ore (JSE:KIO) Seems To Use Debt Rather Sparingly

Dec 24
Kumba Iron Ore (JSE:KIO) Seems To Use Debt Rather Sparingly

THA

R14.90

Tharisa

7D

-3.9%

1Y

-0.3%

OMN

R67.85

Omnia Holdings

7D

-0.8%

1Y

8.4%

NPH

R112.16

Northam Platinum Holdings

7D

3.1%

1Y

-13.2%

IMP

R98.49

Impala Platinum Holdings

7D

-2.7%

1Y

34.1%

HAR

R184.90

Harmony Gold Mining

7D

6.3%

1Y

75.3%

MRF

R1.51

Merafe Resources

7D

4.9%

1Y

15.3%

PPC

R4.60

PPC

7D

-5.2%

1Y

21.7%