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- 7D-10.4%
- 3M-15.5%
- 1Y79.5%
- YTD49.0%
Over the last 7 days, the Chemicals industry has dropped 11%, driven by Sasol declining 14%. Over the past 12 months, the industry was up 78%. 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 |
|---|---|---|---|---|---|---|
| Tue, 30 Jun 2026 | R134.7b | R306.7b | R4.2b | 25.8x | 31.8x | 0.4x |
| Thu, 28 May 2026 | R163.9b | R305.7b | R4.0b | 26.3x | 40.7x | 0.5x |
| Sat, 25 Apr 2026 | R164.7b | R305.7b | R4.1b | 21.6x | 40.5x | 0.5x |
| Mon, 23 Mar 2026 | R163.5b | R305.7b | R4.1b | 21.9x | 40.2x | 0.5x |
| Wed, 18 Feb 2026 | R104.9b | R306.4b | R8.5b | 11.8x | 12.4x | 0.3x |
| Fri, 16 Jan 2026 | R98.5b | R306.4b | R8.4b | 11.2x | 11.7x | 0.3x |
| Sun, 14 Dec 2025 | R90.2b | R306.4b | R8.4b | 10.4x | 10.7x | 0.3x |
| Tue, 11 Nov 2025 | R95.9b | R306.1b | R8.4b | 10.8x | 11.4x | 0.3x |
| Thu, 09 Oct 2025 | R89.2b | R306.1b | R8.4b | 10.2x | 10.6x | 0.3x |
| Sat, 06 Sep 2025 | R104.0b | R306.0b | R8.4b | 11.1x | 12.4x | 0.3x |
| Mon, 04 Aug 2025 | R81.7b | R317.9b | -R47,629,875,000.00 | 11.2x | -1.7x | 0.3x |
| Wed, 02 Jul 2025 | R74.5b | R318.2b | -R47,763,875,000.00 | 11.4x | -1.6x | 0.2x |
| Fri, 30 May 2025 | R75.9b | R318.1b | -R47,723,875,000.00 | 10.1x | -1.6x | 0.2x |
| Sun, 27 Apr 2025 | R63.8b | R318.1b | -R47,723,875,000.00 | 9.3x | -1.3x | 0.2x |
| Tue, 25 Mar 2025 | R68.6b | R318.1b | -R47,723,875,000.00 | 9.1x | -1.4x | 0.2x |
| Thu, 20 Feb 2025 | R70.8b | R335.4b | -R42,229,875,000.00 | 9x | -1.7x | 0.2x |
| Sat, 18 Jan 2025 | R85.5b | R335.4b | -R42,238,675,000.00 | 9.6x | -2x | 0.3x |
| Mon, 16 Dec 2024 | R78.3b | R335.4b | -R42,238,675,000.00 | 10x | -1.9x | 0.2x |
| Wed, 13 Nov 2024 | R82.3b | R334.9b | -R42,240,675,000.00 | 9.3x | -1.9x | 0.2x |
| Fri, 11 Oct 2024 | R98.7b | R334.9b | -R42,240,675,000.00 | 9.2x | -2.3x | 0.3x |
| Sun, 08 Sep 2024 | R102.6b | R334.8b | -R42,262,702,000.00 | 11.2x | -2.4x | 0.3x |
| Tue, 06 Aug 2024 | R106.9b | R335.9b | R5.8b | 14.3x | 18.4x | 0.3x |
| Thu, 04 Jul 2024 | R115.7b | R336.7b | R6.2b | 9.9x | 18.7x | 0.3x |
| Sat, 01 Jun 2024 | R98.8b | R339.3b | R6.2b | 8.7x | 16.1x | 0.3x |
| Mon, 29 Apr 2024 | R101.9b | R339.3b | R6.2b | 8.5x | 16.6x | 0.3x |
| Wed, 27 Mar 2024 | R110.0b | R339.3b | R6.2b | 8.7x | 17.9x | 0.3x |
| Fri, 23 Feb 2024 | R114.0b | R353.8b | R10.9b | 10x | 10.4x | 0.3x |
| Sun, 21 Jan 2024 | R124.5b | R353.8b | R10.9b | 10.6x | 11.4x | 0.4x |
| Tue, 19 Dec 2023 | R131.1b | R353.8b | R10.9b | 10.8x | 12x | 0.4x |
| Thu, 16 Nov 2023 | R169.3b | R355.5b | R10.9b | 11x | 15.5x | 0.5x |
| Sat, 14 Oct 2023 | R190.8b | R355.5b | R10.9b | 10.7x | 17.4x | 0.5x |
| Mon, 11 Sep 2023 | R175.9b | R355.5b | R10.9b | 10x | 16.1x | 0.5x |
| Wed, 09 Aug 2023 | R180.8b | R373.3b | R40.7b | 7.8x | 4.4x | 0.5x |
| Fri, 07 Jul 2023 | R165.6b | R370.4b | R40.7b | 8.7x | 4.1x | 0.4x |
Price to Earnings Ratio
4.1x
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 31.8x which is higher than its 3-year average PE of 11.2x.
- 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 53% per year over the last three years,
- Revenues have also declined 6.1% 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 | -1.06% | |
| Materials | -4.34% | |
| Chemicals | -10.38% | |
| Specialty Chemicals | 3.19% | |
| Commodity Chemicals | 0% | 0 |
| Diversified Chemicals | -11.73% | |
Industry PE
- Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio of 20.1x.
- Analysts are expecting annual earnings growth of 40.2%, which is higher than its past year's earnings growth of 24.5% 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 40% 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 39% 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 | R111.90 | 2.8% +R469.4m | 42.2% | PE13x | |
| AFE AECI | R126.00 | 3.2% +R411.5m | 25.0% | PE38.5x |