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South African (JSE) Construction Materials Industry Analysis
UpdatedNov 24, 2024
DataAggregated Company Financials
Companies4
- 7D5.1%
- 3M1.3%
- 1Y19.5%
- YTDn/a
Last week, the Construction Materials industry hasn't moved much but Sephaku Holdings is up 10.0% in that time. As for the the longer term, the industry is up 15% over the past 12 months. Looking forward, earnings are forecast to grow by 32% annually.
Industry Valuation and Performance
Has the South African Construction Materials Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 24 Nov 2024 | R17.3b | R18.7b | R948.6m | 14.9x | 18.3x | 0.9x |
| Tue, 22 Oct 2024 | R16.9b | R17.7b | R840.6m | 13.1x | 20.1x | 1x |
| Thu, 19 Sep 2024 | R16.6b | R17.7b | R840.6m | 13x | 19.7x | 0.9x |
| Sat, 17 Aug 2024 | R16.3b | R17.7b | R840.6m | 12.2x | 19.4x | 0.9x |
| Mon, 15 Jul 2024 | R16.8b | R17.7b | R840.6m | 13.8x | 20x | 1x |
| Wed, 12 Jun 2024 | R15.5b | R18.5b | R962.5m | 15.4x | 16.1x | 0.8x |
| Fri, 10 May 2024 | R15.7b | R17.5b | R872.5m | 14.5x | 18x | 0.9x |
| Sun, 07 Apr 2024 | R13.8b | R17.5b | R872.5m | 12.7x | 15.8x | 0.8x |
| Tue, 05 Mar 2024 | R15.4b | R17.5b | R872.5m | 13.8x | 17.6x | 0.9x |
| Thu, 01 Feb 2024 | R15.8b | R17.5b | R872.5m | 14.1x | 18.1x | 0.9x |
| Sat, 30 Dec 2023 | R16.1b | R17.5b | R872.5m | 15.1x | 18.4x | 0.9x |
| Mon, 27 Nov 2023 | R14.5b | R17.5b | R872.5m | 13x | 16.6x | 0.8x |
| Wed, 25 Oct 2023 | R12.7b | R16.1b | R439.0m | 10.3x | 28.8x | 0.8x |
| Fri, 22 Sep 2023 | R13.1b | R16.1b | R439.0m | 11.1x | 29.9x | 0.8x |
| Sun, 20 Aug 2023 | R13.7b | R16.1b | R439.0m | 11.7x | 31.3x | 0.9x |
| Tue, 18 Jul 2023 | R13.3b | R16.1b | R439.0m | 11.5x | 30.3x | 0.8x |
| Thu, 15 Jun 2023 | R12.2b | R16.0b | -R165,985,455.00 | 8.5x | -73.5x | 0.8x |
| Sat, 13 May 2023 | R12.4b | R15.9b | -R102,275,455.00 | 8x | -121.5x | 0.8x |
| Mon, 10 Apr 2023 | R12.2b | R15.9b | -R102,275,455.00 | 7.5x | -119.4x | 0.8x |
| Wed, 08 Mar 2023 | R12.7b | R15.9b | -R102,275,455.00 | 7.7x | -124.1x | 0.8x |
| Fri, 03 Feb 2023 | R12.9b | R15.9b | -R102,275,455.00 | 8.4x | -126.6x | 0.8x |
| Sun, 01 Jan 2023 | R11.2b | R15.9b | -R102,275,455.00 | 7.7x | -109.7x | 0.7x |
| Tue, 29 Nov 2022 | R11.8b | R15.9b | -R102,275,455.00 | 7.6x | -115.5x | 0.7x |
| Thu, 27 Oct 2022 | R10.6b | R15.6b | R750.1m | 8.9x | 14.1x | 0.7x |
| Sat, 24 Sep 2022 | R11.5b | R15.6b | R750.1m | 9.5x | 15.4x | 0.7x |
| Mon, 22 Aug 2022 | R12.8b | R15.6b | R750.1m | 10.2x | 17.1x | 0.8x |
| Wed, 20 Jul 2022 | R12.3b | R15.6b | R750.1m | 9.1x | 16.4x | 0.8x |
| Fri, 17 Jun 2022 | R13.9b | R15.5b | R2.7b | 6.3x | 5.1x | 0.9x |
| Sun, 15 May 2022 | R14.4b | R15.4b | R2.7b | 7.9x | 5.3x | 0.9x |
| Tue, 12 Apr 2022 | R16.4b | R15.4b | R2.7b | 7.7x | 6x | 1.1x |
| Thu, 10 Mar 2022 | R15.2b | R15.4b | R2.7b | 8.3x | 5.6x | 1x |
| Sat, 05 Feb 2022 | R16.2b | R15.4b | R2.7b | 8.8x | 6x | 1.1x |
| Mon, 03 Jan 2022 | R16.4b | R15.3b | R2.7b | 13.2x | 6.1x | 1.1x |
| Wed, 01 Dec 2021 | R15.4b | R14.4b | R2.1b | 13x | 7.3x | 1.1x |
Price to Earnings Ratio
7.3x
Current Industry PE
- Investors are pessimistic on the South African Construction 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 17.5x which is higher than its 3-year average PE of -8.7x.
- The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
- The earnings for companies in the Construction Materials industry have declined 24% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.0% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Comparison
How does South African Construction Materials compare with similar industries?
| ZA Market | 2.25% | |
| Materials | 4.58% | |
| Basic Materials | 5.14% | |
| Construction Materials | 5.14% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PPC PPC | R4.60 | 11.7% +R732.1m | 27.1% | PE65.6x | |
| AFT Afrimat | R64.15 | 0.9% +R83.4m | 12.8% | PE12.9x | |
| SEP Sephaku Holdings | R1.90 | 5.6% +R23.2m | 93.9% | PE5.5x | |
| BIK Brikor | R0.17 | 6.3% +R8.2m | 6.3% | PE17x |