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South African (JSE) Packaging Industry Analysis

UpdatedJan 31, 2025
DataAggregated Company Financials
Companies3
  • 7D-3.0%
  • 3M-6.5%
  • 1Y29.7%
  • YTD-1.4%

In the last week, the Packaging industry is up 2.7%, with Nampak up 6.2%. In the last 12 months, the industry was up 32%. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

Has the South African Packaging Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 31 Jan 2025R8.7bR25.2bR1.2b7x7x0.3x
Sun, 29 Dec 2024R8.9bR25.2bR1.2b7x7.2x0.4x
Tue, 26 Nov 2024R9.1bR32.3b-R2,078,382,000.008.2x-4.4x0.3x
Thu, 24 Oct 2024R9.0bR32.3b-R2,078,382,000.008.5x-4.3x0.3x
Sat, 21 Sep 2024R9.2bR32.3b-R2,078,382,000.008.5x-4.4x0.3x
Mon, 19 Aug 2024R8.6bR32.3b-R2,065,207,000.007.8x-4.2x0.3x
Wed, 17 Jul 2024R8.1bR32.4b-R1,969,107,000.006.6x-4.1x0.2x
Fri, 14 Jun 2024R6.1bR32.0b-R3,327,807,000.006.2x-1.8x0.2x
Sun, 12 May 2024R6.2bR32.0b-R3,327,807,000.006.2x-1.9x0.2x
Tue, 09 Apr 2024R6.2bR32.0b-R3,327,807,000.006.2x-1.9x0.2x
Thu, 07 Mar 2024R6.3bR32.0b-R3,127,707,000.005.4x-2x0.2x
Sat, 03 Feb 2024R6.8bR32.1b-R3,116,755,000.005.5x-2.2x0.2x
Mon, 01 Jan 2024R6.9bR32.1b-R3,116,755,000.005.9x-2.2x0.2x
Wed, 29 Nov 2023R5.6bR32.8b-R1,942,855,000.005.6x-2.9x0.2x
Fri, 27 Oct 2023R5.6bR32.8b-R1,942,855,000.005.5x-2.9x0.2x
Sun, 24 Sep 2023R5.9bR32.8b-R1,942,855,000.005.5x-3x0.2x
Tue, 22 Aug 2023R6.0bR32.7b-R1,939,585,000.005.7x-3.1x0.2x
Thu, 20 Jul 2023R5.2bR32.2b-R2,016,385,000.005.4x-2.6x0.2x
Sat, 17 Jun 2023R4.9bR32.2b-R2,016,385,000.004.8x-2.4x0.2x
Mon, 15 May 2023R5.1bR31.9bR695.6m5.2x7.4x0.2x
Wed, 12 Apr 2023R5.1bR31.9bR695.6m5.9x7.4x0.2x
Fri, 10 Mar 2023R6.0bR31.9bR695.6m6.1x8.6x0.2x
Sun, 05 Feb 2023R5.8bR31.1bR563.3m6.8x10.4x0.2x
Tue, 03 Jan 2023R5.7bR31.1bR563.3m6.4x10.1x0.2x
Thu, 01 Dec 2022R6.4bR29.7bR1.0b5.7x6.2x0.2x
Sat, 29 Oct 2022R6.2bR29.7bR1.0b5.7x6x0.2x
Mon, 26 Sep 2022R6.1bR29.7bR1.0b5.6x6x0.2x
Wed, 24 Aug 2022R6.6bR29.5bR1.0b6.6x6.5x0.2x
Fri, 22 Jul 2022R6.7bR29.2bR967.4m5.2x6.9x0.2x
Sun, 19 Jun 2022R6.6bR29.2bR1.0b4.9x6.6x0.2x
Tue, 17 May 2022R7.2bR27.7bR855.4m8.7x8.5x0.3x
Thu, 14 Apr 2022R7.6bR27.7bR855.4m9.3x8.9x0.3x
Sat, 12 Mar 2022R7.7bR27.7bR855.4m9.1x9x0.3x
Mon, 07 Feb 2022R8.1bR28.0bR801.4m10.6x10.1x0.3x
Price to Earnings Ratio

10.1x


Total Market Cap: R8.1bTotal Earnings: R801.4mTotal Revenue: R28.0bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Packaging Industry Price to Earnings3Y Average 2.7x202320242025
Current Industry PE
    There are only 3 companies in the South African Packaging industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Packaging industry have grown 15% per year over the last three years.
  • Meanwhile revenues for these companies have declined 3.4% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

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

ZA Market1.96%
Materials4.71%
Packaging-3.00%
Metal and Glass Containers-0.41%
Paper Packaging-4.66%
Industry PE
  • Investors are most optimistic about the Paper Packaging industry which is trading above its 3-year average PE ratio of 7.2x.
    • Analysts are expecting annual earnings growth of 21.2%, which is higher than its past year's earnings decline of 26.9% per year.
  • Investors are most pessimistic about the Metal and Glass Containers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 0.44x.
Forecasted Growth
  • Analysts are most optimistic on the Paper Packaging industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 27% per year.
  • In contrast, the Paper 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
NPK NampakR449.394.9%
+R175.1m
142.9%PE5.9x
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Latest News

NPK

R449.39

Nampak

7D

4.9%

1Y

142.9%

MPT

R28.12

Mpact

7D

-6.3%

1Y

-4.4%