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South African (JSE) Materials Sector Analysis

UpdatedJan 20, 2025
DataAggregated Company Financials
Companies31
  • 7D1.9%
  • 3M-9.3%
  • 1Y-4.3%
  • YTD8.0%

In the last week, the Materials industry is up 1.9%, with Kumba Iron Ore up 9.0%. During this same period, the Impala Platinum Holdings underperformed, falling 5.4%. In the past year, the industry is down 4.3%. 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
Tue, 21 Jan 2025R1.0tR1.1t-R52,074,367,712.519.7x-19.6x0.9x
Thu, 19 Dec 2024R943.8bR1.1t-R52,584,839,939.829.5x-17.9x0.8x
Sat, 16 Nov 2024R977.8bR1.1t-R56,088,377,195.939.5x-17.4x0.9x
Mon, 14 Oct 2024R1.0tR1.1t-R59,877,304,927.329.8x-17.3x0.9x
Wed, 11 Sep 2024R912.2bR1.1t-R45,075,930,105.1910.6x-20.2x0.8x
Fri, 09 Aug 2024R1.0tR1.2tR12.5b9.4x84x0.9x
Sun, 07 Jul 2024R1.1tR1.1tR54.5b9.2x19.7x1x
Tue, 04 Jun 2024R1.1tR1.2tR15.7b8.7x69.4x0.9x
Thu, 02 May 2024R1.1tR1.2tR16.7b8.4x65.9x0.9x
Sat, 30 Mar 2024R1.1tR1.2tR15.9b8.7x69.7x0.9x
Mon, 26 Feb 2024R1.0tR1.2tR90.5b9.4x11.4x0.8x
Wed, 24 Jan 2024R1.1tR1.2tR106.5b10.2x10.5x0.9x
Fri, 22 Dec 2023R1.3tR1.2tR105.9b9.5x11.9x1x
Sun, 19 Nov 2023R1.1tR1.2tR107.3b8.4x10.5x0.9x
Tue, 17 Oct 2023R1.2tR1.3tR108.9b8.9x10.9x0.9x
Thu, 14 Sep 2023R1.2tR1.3tR111.6b8.8x10.7x0.9x
Sat, 12 Aug 2023R1.3tR1.4tR186.0b5.3x7.2x1x
Mon, 10 Jul 2023R1.3tR1.4tR215.9b4.5x6.2x0.9x
Wed, 07 Jun 2023R1.6tR1.4tR224.5b5.2x7.1x1.1x
Fri, 05 May 2023R1.7tR1.4tR234.3b5.5x7.1x1.2x
Sun, 02 Apr 2023R1.5tR1.4tR221.0b5.6x6.6x1x
Tue, 28 Feb 2023R1.4tR1.4tR222.2b5.6x6.4x1x
Thu, 26 Jan 2023R1.7tR1.4tR248.4b5.8x6.7x1.2x
Sat, 24 Dec 2022R1.6tR1.4tR247.9b6.4x6.6x1.2x
Mon, 21 Nov 2022R1.7tR1.4tR249.1b6.2x6.7x1.2x
Wed, 19 Oct 2022R1.5tR1.4tR251.4b6x5.9x1.1x
Fri, 16 Sep 2022R1.4tR1.4tR250.0b5.6x5.7x1x
Sun, 14 Aug 2022R1.5tR1.3tR235.3b6.6x6.5x1.1x
Tue, 12 Jul 2022R1.6tR1.4tR268.2b5.5x5.9x1.1x
Thu, 09 Jun 2022R1.7tR1.4tR266.3b5.8x6.5x1.3x
Sat, 07 May 2022R1.7tR1.3tR263.6b6.2x6.6x1.3x
Mon, 04 Apr 2022R2.0tR1.3tR256.9b7.6x7.9x1.5x
Wed, 02 Mar 2022R2.3tR1.3tR280.1b8.4x8x1.7x
Fri, 28 Jan 2022R1.8tR1.3tR283.4b7.4x6.3x1.4x
Price to Earnings Ratio

6.3x


Total Market Cap: R1.8tTotal Earnings: R283.4bTotal Revenue: R1.3tTotal Market Cap vs Earnings and Revenue0%0%0%
South African Materials Sector Price to Earnings3Y Average 13.5x202320242025
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 3.7% per year, which is driving profits down.

Industry Trends

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

ZA Market2.28%
Materials1.86%
Chemicals5.07%
Packaging2.73%
Metals and Mining1.73%
Basic Materials1.36%
Paper and Forestry Products-2.73%
Industry PE
  • Investors are most optimistic about the Paper and Forestry Products industry which is trading above its 3-year average PE ratio of 2.9x.
    • 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 63% 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 OreR367.508.8%
+R9.5b		-30.5%PE5.8x
HAR Harmony Gold MiningR185.254.9%
+R5.4b		72.9%PE13.4x
GFI Gold FieldsR287.691.8%
+R4.5b		19.0%PE20.7x
NPH Northam Platinum HoldingsR115.606.1%
+R2.6b		-9.5%PE25.1x
ARI African Rainbow MineralsR156.243.2%
+R948.9m		-9.5%PE9.7x
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Latest News

BCF

R12.19

Bowler Metcalf

7D

-6.9%

1Y

27.9%

KIO

R367.50

Kumba Iron Ore

7D

8.8%

1Y

-30.5%

Insufficient Growth At Kumba Iron Ore Limited (JSE:KIO) Hampers Share Price

Jan 20
Insufficient Growth At Kumba Iron Ore Limited (JSE:KIO) Hampers Share Price

AMS

R629.55

Anglo American Platinum

7D

-0.5%

1Y

-22.0%

HAR

R185.25

Harmony Gold Mining

7D

4.9%

1Y

72.9%

ARI

R156.24

African Rainbow Minerals

7D

3.2%

1Y

-9.5%

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

R68.75

Afrimat

7D

6.6%

1Y

10.2%

SOL

R98.00

Sasol

7D

0.5%

1Y

-38.0%

TPC

R36.50

Transpaco

7D

-2.7%

1Y

7.4%

SAP

R47.44

Sappi

7D

-3.6%

1Y

18.0%

GFI

R287.69

Gold Fields

7D

1.8%

1Y

19.0%

NPK

R417.60

Nampak

7D

7.6%

1Y

129.5%

THA

R14.95

Tharisa

7D

-2.3%

1Y

-0.3%

MPT

R28.81

Mpact

7D

-2.5%

1Y

-0.5%

NPH

R115.60

Northam Platinum Holdings

7D

6.1%

1Y

-9.5%

IMP

R99.40

Impala Platinum Holdings

7D

-2.2%

1Y

38.8%

PPC

R4.57

PPC

7D

-1.9%

1Y

23.5%