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South African (JSE) IT Industry Analysis

UpdatedDec 01, 2022
DataAggregated Company Financials
Companies7
  • 7D-1.3%
  • 3M-4.3%
  • 1Y-4.2%
  • YTD-5.0%

Over the last 7 days, the IT industry has dropped 1.3%, driven by Altron declining 5.0%. In contrast, Capital Appreciation has gained 6.0%. Overall the industry is down 4.2% in 12 months.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Dec 2022R8.9bR13.9b-R479,866,169.0012x-18.6x0.6x
Sat, 29 Oct 2022R9.0bR19.9b-R593,519,169.0010.7x-15.2x0.5x
Mon, 26 Sep 2022R9.8bR19.3b-R653,723,047.0011.2x-15x0.5x
Wed, 24 Aug 2022R10.2bR19.2b-R165,623,047.0012.5x-61.4x0.5x
Fri, 22 Jul 2022R9.6bR19.2b-R165,623,047.0013.2x-58.1x0.5x
Sun, 19 Jun 2022R9.5bR19.1b-R178,226,281.0013.8x-53.5x0.5x
Tue, 17 May 2022R10.0bR18.6b-R79,462,281.0012.7x-126.4x0.5x
Thu, 14 Apr 2022R9.0bR12.3bR37.6m13.4x238.8x0.7x
Sat, 12 Mar 2022R8.8bR12.3bR37.6m13.4x235.2x0.7x
Mon, 07 Feb 2022R9.4bR12.3bR37.6m14.2x251.4x0.8x
Wed, 05 Jan 2022R9.5bR13.0bR91.6m13.5x103.6x0.7x
Fri, 03 Dec 2021R9.4bR13.0bR263.2m13.5x35.5x0.7x
Sun, 31 Oct 2021R9.3bR12.8bR215.7m14.3x43.1x0.7x
Tue, 28 Sep 2021R9.6bR20.5b-R379,333,682.0010.3x-25.2x0.5x
Thu, 26 Aug 2021R9.5bR20.4b-R520,490,344.0710.5x-18.2x0.5x
Fri, 02 Jul 2021R10.0bR20.4b-R520,490,344.0710.7x-19.2x0.5x
Mon, 05 Apr 2021R10.7bR20.4b-R520,490,344.0710.5x-20.6x0.5x
Thu, 07 Jan 2021R11.0bR21.7b-R716,169,230.0710.5x-15.4x0.5x
Wed, 30 Sep 2020R13.6bR32.6b-R844,159,334.5910x-16.1x0.4x
Sat, 04 Jul 2020R13.5bR33.2b-R2,002,440,605.599x-6.7x0.4x
Tue, 07 Apr 2020R10.6bR23.2b-R2,490,024,552.906.8x-4.3x0.5x
Fri, 10 Jan 2020R14.9bR26.7b-R2,676,799,798.967.6x-5.6x0.6x
Price to Earnings Ratio

-5.8x


Total Market Cap: R14.9bTotal Earnings: -R2,591,901,465.40Total Revenue: R26.7bTotal Market Cap vs Earnings and Revenue0%0%0%
South African IT Industry Price to Earnings3Y Average 3x202020212022
Current Industry PE
  • Investors are optimistic on the South African IT industry, and appear confident in long term growth rates.
  • The industry is trading close to its 3-year average PS ratio of 0.55x.
Past Earnings Growth
  • The earnings for companies in the IT industry have improved over the last three years.
  • Meanwhile revenues for these companies have declined 19% per year.
  • This means that less sales are being generated overall, but since the cost of doing business is lower, losses have been shrinking.

Industry Trends

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

ZA Market1.40%
Tech-10.72%
IT-1.30%
Data Processing Services5.97%
Internet Services and Infrastructure0%
IT Consulting-2.91%
Industry PE
  • Investors are most optimistic about the Data Processing Services industry which is trading above its 3-year average PE ratio of 10.2x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CTA Capital AppreciationR1.426.0%
+R98.3m
-9.6%PE15.8x
EOH EOH HoldingsR3.789.9%
+R57.4m
-45.8%PS0.1x
PBG PBT GroupR9.745.9%
+R44.7m
21.8%PE12x
4SI 4Sight HoldingsR0.273.8%
+R6.6m
17.4%PE11.1x
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Latest News

CTA

R1.42

Capital Appreciation

7D

6.0%

1Y

-9.6%

SEB

R2.40

Sebata Holdings

7D

-3.2%

1Y

0%

EOH

R3.78

EOH Holdings

7D

9.9%

1Y

-45.8%

AEL

R9.50

Altron

7D

-5.0%

1Y

0.3%

PBG

R9.74

PBT Group

7D

5.9%

1Y

21.8%

4SI

R0.27

4Sight Holdings

7D

3.8%

1Y

17.4%

MFL

R3.04

Metrofile Holdings

7D

-5.0%

1Y

-4.1%