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South African (JSE) Paper and Forestry Products Industry Analysis

UpdatedMay 09, 2026
DataAggregated Company Financials
Companies2
  • 7D-6.9%
  • 3M-20.4%
  • 1Y-49.2%
  • YTD-38.5%

Over the last 7 days, the Paper and Forestry Products industry has risen 2.2%, driven by gains from York Timber Holdings of 13%. Meanwhile, Sappi actually underperformed within the industry, shrinking 8.7% in the last week. However, the industry is down 43% over the past year. Looking forward, earnings are forecast to grow by 107% annually.

Industry Valuation and Performance

Has the South African Paper and Forestry Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 09 May 2026R9.9bR89.2b-R10,847,155,600.004.1x-0.9x0.1x
Mon, 06 Apr 2026R11.2bR92.8b-R4,588,270,800.003.8x-2.4x0.1x
Wed, 04 Mar 2026R10.5bR90.4b-R4,381,418,400.003x-2.4x0.1x
Fri, 30 Jan 2026R12.3bR87.7b-R2,483,318,800.003.2x-4.9x0.1x
Sun, 28 Dec 2025R16.0bR92.3b-R2,633,397,100.003.2x-6.1x0.2x
Tue, 25 Nov 2025R14.4bR95.9b-R2,749,810,000.003.2x-5.2x0.1x
Thu, 23 Oct 2025R14.5bR97.7bR2.0b5.6x7.3x0.1x
Sat, 20 Sep 2025R15.0bR97.2bR1.8b6.9x8.1x0.2x
Mon, 18 Aug 2025R18.2bR98.6bR1.9b7.7x9.7x0.2x
Wed, 16 Jul 2025R18.3bR101.2bR3.4b5.2x5.4x0.2x
Fri, 13 Jun 2025R20.3bR100.4bR3.4b5.5x6x0.2x
Sun, 11 May 2025R19.4bR103.0bR3.5b5.2x5.6x0.2x
Tue, 08 Apr 2025R20.4bR110.6bR4.7b4.5x4.4x0.2x
Thu, 06 Mar 2025R26.5bR103.6bR4.3b6.8x6.1x0.3x
Sat, 01 Feb 2025R29.9bR103.5bR751.4m27.3x39.7x0.3x
Mon, 30 Dec 2024R30.3bR103.7bR752.6m27.6x40.3x0.3x
Wed, 27 Nov 2024R31.2bR101.1bR736.7m28.7x42.3x0.3x
Fri, 25 Oct 2024R30.5bR96.7b-R1,382,688,000.007.6x-22x0.3x
Sun, 22 Sep 2024R28.5bR95.5b-R1,834,042,000.00n/a-15.5x0.3x
Tue, 20 Aug 2024R28.0bR96.8b-R1,854,234,800.00n/a-15.1x0.3x
Thu, 18 Jul 2024R32.0bR98.6b-R2,097,233,400.00n/a-15.3x0.3x
Sat, 15 Jun 2024R30.4bR99.7b-R2,116,526,700.00n/a-14.4x0.3x
Mon, 13 May 2024R31.9bR99.9b-R2,119,533,700.00n/a-15x0.3x
Wed, 10 Apr 2024R32.3bR101.7b-R1,384,576,100.00n/a-23.3x0.3x
Fri, 08 Mar 2024R27.3bR102.9b-R1,377,572,700.00n/a-19.8x0.3x
Sun, 04 Feb 2024R26.2bR111.5bR4.6b5.2x5.7x0.2x
Tue, 02 Jan 2024R25.5bR108.8bR4.5b5.2x5.7x0.2x
Thu, 30 Nov 2023R23.1bR110.1bR4.5b4.6x5.1x0.2x
Sat, 28 Oct 2023R22.9bR121.3bR5.8b3.6x3.9x0.2x
Mon, 25 Sep 2023R23.9bR120.8bR6.1b35.3x3.9x0.2x
Wed, 23 Aug 2023R22.8bR121.2bR6.1b40.2x3.7x0.2x
Fri, 21 Jul 2023R22.6bR124.7bR8.7b39.5x2.6x0.2x
Sun, 18 Jun 2023R24.0bR126.2bR8.8b40.7x2.7x0.2x
Tue, 16 May 2023R25.6bR132.1bR9.2b41.4x2.8x0.2x
Price to Earnings Ratio

2.8x


Total Market Cap: R25.6bTotal Earnings: R9.2bTotal Revenue: R132.1bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Paper and Forestry Products Industry Price to Earnings3Y Average 0.9x202420252026
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
  • Total earnings for the Forestry industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 12% per year, which is driving profits down.

Industry Trends

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

ZA Market1.58%
Materials6.39%
Paper and Forestry Products-6.94%
Forestry Products12.97%
Paper Products-8.70%
Industry PE
  • Investors are most optimistic about the Forestry Products industry even though it's trading below its 3-year average PE ratio of 12.0x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Paper Products industry, expecting annual earnings growth of 107% over the next 5 years.
  • In contrast, the Paper Products industry is expected to see its earnings grow by 107% 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
YRK York Timber HoldingsR2.0913.0%
+R111.5m
10.0%PE4.1x

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