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South African (JSE) Materials Sector Analysis
UpdatedMar 09, 2026
DataAggregated Company Financials
Companies29
- 7D-13.9%
- 3M15.4%
- 1Y96.1%
- YTD6.4%
Over the last 7 days, the Materials industry has dropped 14%, driven by a pullback from Gold Fields of 13%. This takes the industry's 12 month performance to a gain of 96%. Earnings are forecast to grow by 23% annually.
Sector Valuation and Performance
Has the South African Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 09 Mar 2026 | R2.2t | R1.2t | R119.6b | 12.1x | 18.5x | 1.9x |
| Wed, 04 Feb 2026 | R2.3t | R1.1t | R62.1b | 11.7x | 36.7x | 2.1x |
| Fri, 02 Jan 2026 | R2.1t | R1.1t | R63.0b | 12.7x | 32.7x | 1.9x |
| Sun, 30 Nov 2025 | R1.9t | R1.1t | R63.2b | 12.5x | 30.4x | 1.7x |
| Tue, 28 Oct 2025 | R1.7t | R1.1t | R68.0b | 10.8x | 24.7x | 1.5x |
| Thu, 25 Sep 2025 | R1.8t | R1.1t | R68.6b | 10.6x | 26.8x | 1.6x |
| Sat, 23 Aug 2025 | R1.5t | R1.1t | -R19,786,103,232.67 | 10x | -75.5x | 1.4x |
| Mon, 21 Jul 2025 | R1.4t | R1.1t | -R12,045,975,950.07 | 7.4x | -117.3x | 1.3x |
| Wed, 18 Jun 2025 | R1.3t | R1.1t | -R11,522,904,188.61 | 7.7x | -112.4x | 1.2x |
| Fri, 16 May 2025 | R1.1t | R1.1t | -R11,270,802,217.65 | 7.2x | -99.8x | 1x |
| Sun, 13 Apr 2025 | R1.3t | R1.1t | -R6,800,080,408.88 | 7.6x | -186.5x | 1.1x |
| Tue, 11 Mar 2025 | R1.1t | R1.1t | -R8,184,927,984.35 | 8.4x | -137.6x | 1x |
| Thu, 06 Feb 2025 | R1.1t | R1.1t | -R52,245,047,317.13 | 9.3x | -21x | 1x |
| Sat, 04 Jan 2025 | R938.6b | R1.1t | -R52,038,727,868.49 | 9.4x | -18x | 0.8x |
| Mon, 02 Dec 2024 | R964.9b | R1.1t | -R55,938,945,013.29 | 9.9x | -17.2x | 0.8x |
| Wed, 30 Oct 2024 | R1.2t | R1.1t | -R58,638,285,657.78 | 9.6x | -19.7x | 1x |
| Fri, 27 Sep 2024 | R1.1t | R1.1t | -R60,434,134,542.13 | 10.7x | -17.5x | 0.9x |
| Sun, 25 Aug 2024 | R1.1t | R1.1t | -R38,022,608,239.76 | 9.1x | -27.9x | 0.9x |
| Tue, 23 Jul 2024 | R1.1t | R1.2t | R16.8b | 8.9x | 64.7x | 0.9x |
| Thu, 20 Jun 2024 | R1.0t | R1.2t | R15.3b | 8.9x | 68.4x | 0.9x |
| Sat, 18 May 2024 | R1.2t | R1.2t | R15.7b | 8.6x | 76.5x | 1x |
| Mon, 15 Apr 2024 | R1.3t | R1.2t | R16.9b | 8.6x | 76.3x | 1.1x |
| Wed, 13 Mar 2024 | R1.1t | R1.2t | R16.2b | 8.3x | 65.7x | 0.9x |
| Fri, 09 Feb 2024 | R1.1t | R1.2t | R105.7b | 8.8x | 9.9x | 0.9x |
| Sun, 07 Jan 2024 | R1.2t | R1.2t | R106.2b | 9.7x | 11.1x | 0.9x |
| Tue, 05 Dec 2023 | R1.2t | R1.2t | R108.2b | 9.3x | 10.7x | 0.9x |
| Thu, 02 Nov 2023 | R1.1t | R1.3t | R108.8b | 8.5x | 9.8x | 0.8x |
| Sat, 30 Sep 2023 | R1.2t | R1.3t | R111.0b | 9.1x | 11.2x | 0.9x |
| Mon, 28 Aug 2023 | R1.2t | R1.4t | R142.6b | 6.8x | 8.7x | 0.9x |
| Wed, 26 Jul 2023 | R1.4t | R1.4t | R195.0b | 4.9x | 7.4x | 1x |
| Fri, 23 Jun 2023 | R1.4t | R1.4t | R216.8b | 4.8x | 6.5x | 1x |
| Sun, 21 May 2023 | R1.6t | R1.4t | R233.4b | 5.1x | 6.9x | 1.1x |
| Tue, 18 Apr 2023 | R1.6t | R1.4t | R222.1b | 5.4x | 7.1x | 1.1x |
| Thu, 16 Mar 2023 | R1.4t | R1.4t | R220.4b | 5.4x | 6.3x | 1x |
Price to Earnings Ratio
6.3x
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 industry is trading at a PE ratio of 18.5x which is higher than its 3-year average PE of -4.7x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
- The earnings for companies in the Materials industry have declined 18% per year over the last three years,
- Revenues have also declined 5.9% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the South African Materials sector?
| ZA Market | -8.99% | |
| Materials | -13.94% | |
| Chemicals | 2.81% | |
| Packaging | -1.34% | |
| Paper and Forestry Products | -6.74% | |
| Basic Materials | -9.57% | |
| Metals and Mining | -14.88% | |
Industry PE
- Investors are most optimistic about the Chemicals industry which is trading above its 3-year average PE ratio of 7.5x.
- Analysts are expecting annual earnings growth of 58.6%, which is higher than its past year's earnings growth of 12.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Paper and Forestry Products industry, expecting annual earnings growth of 93% over the next 5 years.
- However this is lower than its past earnings growth rate of 426% per year.
- In contrast, the Packaging industry is expected to see its earnings grow by 5.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SOL Sasol | R158.24 | 9.5% +R8.9b | 101.5% | PE42.4x | |
| MDI Master Drilling Group | R17.29 | 3.2% +R81.3m | 29.0% | PE5x | |
| MRF Merafe Resources | R1.20 | 2.6% +R75.0m | 6.2% | PE16.6x | |
| MPT Mpact | R21.78 | 1.9% +R59.0m | -24.1% | PE7.5x |
