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- 7D-6.6%
- 3M33.2%
- 1Y111.7%
- YTD76.2%
Over the last 7 days, the Chemicals industry has dropped 6.6%, driven by a pullback from Sasol of 8.2%. This takes the industry's 12 month performance to a gain of 112%. As for the next few years, earnings are expected to grow by 39% per annum.
Industry Valuation and Performance
Has the South African Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 01 Jun 2026 | R159.2b | R305.7b | R4.0b | 25.9x | 39.5x | 0.5x |
| Wed, 29 Apr 2026 | R166.6b | R305.7b | R4.0b | 23x | 41.3x | 0.5x |
| Fri, 27 Mar 2026 | R168.9b | R305.7b | R4.1b | 22.7x | 41.6x | 0.6x |
| Sun, 22 Feb 2026 | R115.8b | R306.4b | R8.5b | 12.7x | 13.7x | 0.4x |
| Tue, 20 Jan 2026 | R87.6b | R306.4b | R8.4b | 10.4x | 10.4x | 0.3x |
| Thu, 18 Dec 2025 | R89.1b | R306.4b | R8.4b | 10.3x | 10.5x | 0.3x |
| Sat, 15 Nov 2025 | R99.5b | R306.4b | R8.4b | 11x | 11.8x | 0.3x |
| Mon, 13 Oct 2025 | R88.5b | R306.1b | R8.4b | 10.2x | 10.5x | 0.3x |
| Wed, 10 Sep 2025 | R102.1b | R306.0b | R8.4b | 11x | 12.2x | 0.3x |
| Fri, 08 Aug 2025 | R81.6b | R317.9b | -R47,629,875,000.00 | 11.3x | -1.7x | 0.3x |
| Sun, 06 Jul 2025 | R80.2b | R318.2b | -R47,763,875,000.00 | 11.3x | -1.7x | 0.3x |
| Tue, 03 Jun 2025 | R75.7b | R318.1b | -R47,723,875,000.00 | 10.1x | -1.6x | 0.2x |
| Thu, 01 May 2025 | R63.2b | R318.1b | -R47,723,875,000.00 | 9.5x | -1.3x | 0.2x |
| Sat, 29 Mar 2025 | R70.1b | R318.1b | -R47,723,875,000.00 | 9.3x | -1.5x | 0.2x |
| Mon, 24 Feb 2025 | R76.0b | R335.4b | -R42,229,875,000.00 | 9.3x | -1.8x | 0.2x |
| Wed, 22 Jan 2025 | R81.4b | R335.4b | -R42,238,675,000.00 | 9.6x | -1.9x | 0.2x |
| Fri, 20 Dec 2024 | R74.9b | R335.4b | -R42,238,675,000.00 | 9.8x | -1.8x | 0.2x |
| Sun, 17 Nov 2024 | R82.1b | R335.4b | -R42,238,675,000.00 | 9.5x | -1.9x | 0.2x |
| Tue, 15 Oct 2024 | R98.3b | R334.9b | -R42,240,675,000.00 | 9.2x | -2.3x | 0.3x |
| Thu, 12 Sep 2024 | R96.1b | R334.8b | -R42,262,702,000.00 | 11.3x | -2.3x | 0.3x |
| Sat, 10 Aug 2024 | R105.4b | R335.9b | R5.8b | 14.4x | 18.1x | 0.3x |
| Mon, 08 Jul 2024 | R115.4b | R336.7b | R6.2b | 9.7x | 18.6x | 0.3x |
| Wed, 05 Jun 2024 | R93.3b | R339.3b | R6.2b | 8.7x | 15.2x | 0.3x |
| Fri, 03 May 2024 | R100.6b | R339.3b | R6.2b | 8.9x | 16.4x | 0.3x |
| Sun, 31 Mar 2024 | R113.1b | R339.3b | R6.2b | 8.7x | 18.4x | 0.3x |
| Tue, 27 Feb 2024 | R111.8b | R340.3b | R5.9b | 9.9x | 18.8x | 0.3x |
| Thu, 25 Jan 2024 | R125.0b | R353.8b | R10.9b | 10.7x | 11.5x | 0.4x |
| Sat, 23 Dec 2023 | R138.9b | R353.8b | R10.9b | 10.8x | 12.7x | 0.4x |
| Mon, 20 Nov 2023 | R164.7b | R355.5b | R10.9b | 10.9x | 15x | 0.5x |
| Wed, 18 Oct 2023 | R190.4b | R355.5b | R10.9b | 11.2x | 17.4x | 0.5x |
| Fri, 15 Sep 2023 | R176.6b | R355.5b | R10.9b | 10.7x | 16.1x | 0.5x |
| Sun, 13 Aug 2023 | R192.6b | R373.3b | R40.7b | 7.8x | 4.7x | 0.5x |
| Tue, 11 Jul 2023 | R172.3b | R370.4b | R40.7b | 9x | 4.2x | 0.5x |
| Thu, 08 Jun 2023 | R183.2b | R367.6b | R40.7b | 8.7x | 4.5x | 0.5x |
Price to Earnings Ratio
4.5x
Current Industry PE
- Investors are optimistic on the South African Chemicals industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 39.5x which is higher than its 3-year average PE of 10.3x.
- The industry is trading close to its 3-year average PS ratio of 0.34x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have declined 54% per year over the last three years,
- Revenues have also declined 6.0% 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 industry?
| ZA Market | 1.19% | |
| Materials | 2.52% | |
| Chemicals | -6.62% | |
| Commodity Chemicals | 1.92% | |
| Specialty Chemicals | 0.35% | |
| Diversified Chemicals | -7.25% | |
Industry PE
- Investors are most optimistic about the Diversified Chemicals industry which is trading above its 3-year average PE ratio of 10.8x.
- Analysts are expecting annual earnings growth of 38.3%, which is higher than its past year's earnings growth of 0.8% per year.
- Investors are most pessimistic about the Commodity Chemicals industry, which is trading below its 3-year average of 8.4x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Chemicals industry, expecting annual earnings growth of 44% over the next 5 years.
- This is better than its past earnings growth rate of 25% per year.
- In contrast, the Diversified Chemicals industry is expected to see its earnings grow by 38% 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 | |
|---|---|---|---|---|---|
| OMN Omnia Holdings | R101.42 | 0.9% +R147.0m | 40.3% | PE13.8x | |
| BCF Bowler Metcalf | R13.25 | 1.9% +R17.1m | -4.5% | PE6.9x |