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South African (JSE) Paper and Forestry Products Industry Analysis
UpdatedApr 28, 2025
DataAggregated Company Financials
Companies2
- 7D-2.6%
- 3M-26.5%
- 1Y-30.1%
- YTD-28.3%
Over the last 7 days, the Paper and Forestry Products industry has risen 3.6%, driven by gains from Sappi of 2.0%. Meanwhile, York Timber Holdings actually underperformed within the industry, shrinking 7.5% in the last week. However, the industry is down 31% over the past year. As for the next few years, earnings are expected to grow by 14% per annum.
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, 28 Apr 2025 | R22.1b | R105.5b | R4.5b | 5.1x | 5x | 0.2x |
| Wed, 26 Mar 2025 | R24.9b | R103.2b | R4.3b | 6.4x | 5.8x | 0.2x |
| Fri, 21 Feb 2025 | R27.5b | R103.6b | R4.3b | 6.9x | 6.3x | 0.3x |
| Sun, 19 Jan 2025 | R29.7b | R104.1b | R754.7m | 27x | 39.3x | 0.3x |
| Tue, 17 Dec 2024 | R31.4b | R99.1b | R724.9m | 29.6x | 43.3x | 0.3x |
| Thu, 14 Nov 2024 | R31.9b | R101.3b | R738.3m | 29.3x | 43.2x | 0.3x |
| Sat, 12 Oct 2024 | R30.7b | R95.2b | -R1,359,227,200.00 | 7.8x | -22.6x | 0.3x |
| Mon, 09 Sep 2024 | R28.4b | R97.6b | -R1,868,295,800.00 | n/a | -15.2x | 0.3x |
| Wed, 07 Aug 2024 | R29.1b | R100.2b | -R2,126,042,400.00 | n/a | -13.7x | 0.3x |
| Fri, 05 Jul 2024 | R32.6b | R98.9b | -R2,102,810,900.00 | n/a | -15.5x | 0.3x |
| Sun, 02 Jun 2024 | R32.9b | R101.8b | -R2,154,463,400.00 | n/a | -15.3x | 0.3x |
| Tue, 30 Apr 2024 | R29.4b | R102.7b | -R1,394,630,900.00 | n/a | -21.1x | 0.3x |
| Thu, 28 Mar 2024 | R28.7b | R104.1b | -R1,390,272,300.00 | n/a | -20.6x | 0.3x |
| Sat, 24 Feb 2024 | R26.6b | R106.2b | -R1,412,091,900.00 | n/a | -18.8x | 0.3x |
| Mon, 22 Jan 2024 | R23.4b | R112.2b | R4.6b | 4.6x | 5.1x | 0.2x |
| Wed, 20 Dec 2023 | R23.4b | R108.2b | R4.4b | 4.8x | 5.3x | 0.2x |
| Fri, 17 Nov 2023 | R23.6b | R107.7b | R4.4b | 4.7x | 5.4x | 0.2x |
| Sun, 15 Oct 2023 | R26.5b | R122.5b | R5.9b | 4.2x | 4.5x | 0.2x |
| Tue, 12 Sep 2023 | R23.0b | R121.6b | R6.1b | 37.6x | 3.7x | 0.2x |
| Thu, 10 Aug 2023 | R24.1b | R122.3b | R6.2b | 38.7x | 3.9x | 0.2x |
| Sat, 08 Jul 2023 | R23.2b | R130.6b | R9.1b | 41.7x | 2.5x | 0.2x |
| Mon, 05 Jun 2023 | R26.4b | R135.3b | R9.5b | 41.8x | 2.8x | 0.2x |
| Wed, 03 May 2023 | R25.0b | R135.7b | R11.1b | 44.1x | 2.2x | 0.2x |
| Fri, 31 Mar 2023 | R26.2b | R131.5b | R10.8b | 17.9x | 2.4x | 0.2x |
| Sun, 26 Feb 2023 | R28.7b | R135.6b | R11.1b | 19.2x | 2.6x | 0.2x |
| Tue, 24 Jan 2023 | R30.5b | R127.2b | R9.2b | 21.8x | 3.3x | 0.2x |
| Thu, 22 Dec 2022 | R29.6b | R127.2b | R9.2b | 13.1x | 3.2x | 0.2x |
| Sat, 19 Nov 2022 | R29.9b | R127.6b | R9.3b | 15.6x | 3.2x | 0.2x |
| Mon, 17 Oct 2022 | R29.1b | R126.0b | R10.0b | 15.7x | 2.9x | 0.2x |
| Wed, 14 Sep 2022 | R26.3b | R118.1b | R9.5b | 3.9x | 2.8x | 0.2x |
| Fri, 12 Aug 2022 | R30.4b | R112.4b | R9.0b | 4.4x | 3.4x | 0.3x |
| Sun, 10 Jul 2022 | R32.7b | R109.2b | R6.3b | 5.1x | 5.2x | 0.3x |
| Tue, 07 Jun 2022 | R32.6b | R100.1b | R5.8b | 5.4x | 5.6x | 0.3x |
| Thu, 05 May 2022 | R33.3b | R93.5b | R2.6b | 9.7x | 12.9x | 0.4x |
Price to Earnings Ratio
12.9x
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 grown 20% per year over the last three years.
- Revenues for these companies have grown 4.0% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the South African Materials industry?
| ZA Market | 1.07% | |
| Materials | -9.71% | |
| Paper and Forestry Products | -2.60% | |
| Forestry Products | 6.09% | |
| Paper Products | -2.97% | |
Industry PE
- Investors are most optimistic about the Paper Products industry which is trading above its 3-year average PE ratio of 1.5x.
- Analysts are expecting annual earnings growth of 14.2% 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 14% over the next 5 years.
- In contrast, the Paper Products industry is expected to see its earnings grow by 14% 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 | |
|---|---|---|---|---|---|
| YRK York Timber Holdings | R2.09 | 6.1% +R55.7m | 22.2% | PE5.3x |