Have your own idea? Try our Stock Screener
South African (JSE) Paper and Forestry Products Industry Analysis
UpdatedAug 11, 2025
DataAggregated Company Financials
Companies2
- 7D2.6%
- 3M-8.8%
- 1Y-37.4%
- YTD-41.3%
Over the last 7 days, the Paper and Forestry Products industry has risen 2.6%, driven by gains from Sappi of 2.9%. However, the industry is down 37% over the past year. Earnings are forecast to grow by 41% annually.
Industry Valuation and Performance
Has the South African Paper and Forestry Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 11 Aug 2025 | R18.1b | R99.4b | R1.9b | 7.6x | 9.6x | 0.2x |
| Wed, 09 Jul 2025 | R18.5b | R100.5b | R3.4b | 5.3x | 5.5x | 0.2x |
| Fri, 06 Jun 2025 | R21.2b | R100.3b | R3.4b | 5.6x | 6.3x | 0.2x |
| Sun, 04 May 2025 | R21.8b | R104.1b | R4.4b | 5.1x | 4.9x | 0.2x |
| Tue, 01 Apr 2025 | R22.9b | R103.5b | R4.3b | 6.2x | 5.3x | 0.2x |
| Thu, 27 Feb 2025 | R27.5b | R103.8b | R4.3b | 6.9x | 6.3x | 0.3x |
| Sat, 25 Jan 2025 | R29.1b | R102.1b | R742.9m | 26.9x | 39.2x | 0.3x |
| Mon, 23 Dec 2024 | R30.3b | R101.8b | R740.7m | 28.1x | 40.9x | 0.3x |
| Wed, 20 Nov 2024 | R30.6b | R100.4b | R732.5m | 28.6x | 41.8x | 0.3x |
| Fri, 18 Oct 2024 | R30.0b | R96.8b | -R1,384,640,200.00 | 7.7x | -21.7x | 0.3x |
| Sun, 15 Sep 2024 | R29.1b | R97.0b | -R1,858,672,400.00 | n/a | -15.6x | 0.3x |
| Tue, 13 Aug 2024 | R28.2b | R99.8b | -R1,903,495,600.00 | n/a | -14.8x | 0.3x |
| Thu, 11 Jul 2024 | R33.0b | R98.3b | -R2,090,521,000.00 | n/a | -15.8x | 0.3x |
| Sat, 08 Jun 2024 | R31.1b | R102.3b | -R2,163,814,200.00 | n/a | -14.4x | 0.3x |
| Mon, 06 May 2024 | R30.6b | R102.0b | -R1,387,260,800.00 | n/a | -22x | 0.3x |
| Wed, 03 Apr 2024 | R29.4b | R103.4b | -R1,402,571,000.00 | n/a | -21x | 0.3x |
| Fri, 01 Mar 2024 | R26.6b | R105.6b | -R1,406,049,900.00 | n/a | -18.9x | 0.3x |
| Sun, 28 Jan 2024 | R25.5b | R110.8b | R4.6b | 5.1x | 5.6x | 0.2x |
| Tue, 26 Dec 2023 | R24.7b | R109.0b | R4.5b | 5x | 5.5x | 0.2x |
| Thu, 23 Nov 2023 | R23.1b | R111.2b | R4.6b | 4.6x | 5.1x | 0.2x |
| Sat, 21 Oct 2023 | R24.4b | R122.1b | R5.8b | 3.8x | 4.2x | 0.2x |
| Mon, 18 Sep 2023 | R23.6b | R122.3b | R6.2b | 36.2x | 3.8x | 0.2x |
| Wed, 16 Aug 2023 | R22.7b | R123.2b | R6.2b | 40.4x | 3.6x | 0.2x |
| Fri, 14 Jul 2023 | R24.6b | R124.3b | R8.7b | 38.8x | 2.8x | 0.2x |
| Sun, 11 Jun 2023 | R24.9b | R129.9b | R9.1b | 41.2x | 2.7x | 0.2x |
| Tue, 09 May 2023 | R24.6b | R134.7b | R11.1b | 43.9x | 2.2x | 0.2x |
| Thu, 06 Apr 2023 | R27.6b | R132.5b | R10.9b | 52.8x | 2.5x | 0.2x |
| Sat, 04 Mar 2023 | R29.4b | R133.7b | R11.0b | 19.5x | 2.7x | 0.2x |
| Mon, 30 Jan 2023 | R30.2b | R127.4b | R9.3b | 21.6x | 3.3x | 0.2x |
| Wed, 28 Dec 2022 | R28.9b | R125.9b | R9.1b | 12.6x | 3.2x | 0.2x |
| Fri, 25 Nov 2022 | R29.5b | R126.0b | R9.1b | 16.8x | 3.2x | 0.2x |
| Sun, 23 Oct 2022 | R33.0b | R125.5b | R9.9b | 16.1x | 3.3x | 0.3x |
| Tue, 20 Sep 2022 | R25.9b | R122.2b | R9.8b | 3.9x | 2.6x | 0.2x |
| Thu, 18 Aug 2022 | R31.0b | R115.2b | R9.2b | 4.4x | 3.4x | 0.3x |
Price to Earnings Ratio
3.4x
Current Industry PE
- There are only 2 companies in the South African Forestry 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 Forestry industry have declined 41% per year over the last three years,
- Revenues have also declined 4.3% 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 | 2.25% | |
| Materials | 9.38% | |
| Paper and Forestry Products | 2.64% | |
| Paper Products | 2.94% | |
| Forestry Products | -2.38% | |
Industry PE
- Investors are most optimistic about the Paper Products industry which is trading above its 3-year average PE ratio of 1.4x.
- Analysts are expecting annual earnings growth of 40.8% and investors are willing to pay a premium for that growth.
- Investors are most pessimistic about the Forestry Products industry, which is trading below its 3-year average of 19.7x.
Forecasted Growth
- Analysts are most optimistic on the Paper Products industry, expecting annual earnings growth of 41% over the next 5 years.
- In contrast, the Paper Products industry is expected to see its earnings grow by 41% 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 | |
|---|---|---|---|---|---|
| SAP Sappi | R28.38 | 6.0% +R967.4m | -37.5% | PE10.1x |