AYO Technology Solutions Limited's (JSE:AYO) 104% Share Price Surge Not Quite Adding Up
Aug 27
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South African (JSE) IT Consulting Industry Analysis
UpdatedSep 18, 2025
DataAggregated Company Financials
Companies7
- 7D-0.1%
- 3M0.04%
- 1Y26.9%
- YTDn/a
The IT Consulting is pretty flat in the last 7 days, but Metrofile Holdings has stood out, gaining 13%. The past year has been better, since the industry has gained 27% in that time. Earnings are forecast to grow by 18% annually.
Industry Valuation and Performance
Has the South African IT Consulting Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 18 Sep 2025 | R12.0b | R20.2b | R50.3m | 11.6x | 237.8x | 0.6x |
| Sat, 16 Aug 2025 | R12.9b | R20.2b | R20.0m | 11.2x | 645.2x | 0.6x |
| Mon, 14 Jul 2025 | R13.1b | R20.2b | R20.0m | 11.5x | 655.7x | 0.6x |
| Wed, 11 Jun 2025 | R13.3b | R20.2b | R7.3m | 14.3x | 1829x | 0.7x |
| Fri, 09 May 2025 | R12.5b | R19.0b | R112.2m | 13x | 111.7x | 0.7x |
| Sun, 06 Apr 2025 | R10.8b | R19.0b | R557.7m | 11.1x | 19.4x | 0.6x |
| Tue, 04 Mar 2025 | R11.4b | R19.4b | R366.4m | 12.7x | 31.2x | 0.6x |
| Thu, 30 Jan 2025 | R11.9b | R19.4b | R355.3m | 13x | 33.4x | 0.6x |
| Sat, 28 Dec 2024 | R11.6b | R19.7b | R130.6m | 12.7x | 88.7x | 0.6x |
| Mon, 25 Nov 2024 | R11.3b | R19.7b | R131.3m | 12.5x | 85.9x | 0.6x |
| Wed, 23 Oct 2024 | R10.6b | R19.9b | -R172,648,289.00 | 16.3x | -61.5x | 0.5x |
| Fri, 20 Sep 2024 | R9.6b | R19.9b | -R172,648,289.00 | 14.3x | -55.7x | 0.5x |
| Sun, 18 Aug 2024 | R9.9b | R20.0b | -R61,141,289.00 | 11.9x | -162.6x | 0.5x |
| Tue, 16 Jul 2024 | R9.0b | R19.9b | R31.7m | 11.5x | 285.3x | 0.5x |
| Thu, 13 Jun 2024 | R8.3b | R20.0b | R36.0m | 10.7x | 230.5x | 0.4x |
| Sat, 11 May 2024 | R7.7b | R21.4b | -R419,068,660.00 | 12x | -18.3x | 0.4x |
| Mon, 08 Apr 2024 | R7.6b | R21.4b | -R419,068,660.00 | 11.6x | -18.1x | 0.4x |
| Wed, 06 Mar 2024 | R7.5b | R21.5b | -R366,699,660.00 | 12.8x | -20.3x | 0.3x |
| Fri, 02 Feb 2024 | R7.7b | R21.3b | -R358,480,085.00 | 13.9x | -21.4x | 0.4x |
| Sun, 31 Dec 2023 | R7.5b | R21.3b | -R358,480,085.00 | 9.7x | -21x | 0.4x |
| Tue, 28 Nov 2023 | R7.6b | R21.0b | -R158,367,034.00 | 10.3x | -48.2x | 0.4x |
| Thu, 26 Oct 2023 | R6.7b | R20.8b | -R158,367,034.00 | 10.7x | -42.1x | 0.3x |
| Sat, 23 Sep 2023 | R5.9b | R14.6b | -R71,823,034.00 | 10.4x | -81.7x | 0.4x |
| Mon, 21 Aug 2023 | R5.9b | R14.6b | -R75,998,425.00 | 9.6x | -77.6x | 0.4x |
| Wed, 19 Jul 2023 | R6.1b | R14.4b | -R579,576,425.00 | 10x | -10.5x | 0.4x |
| Fri, 16 Jun 2023 | R6.2b | R14.4b | -R580,344,109.00 | 10.8x | -10.7x | 0.4x |
| Sun, 14 May 2023 | R6.6b | R13.4b | -R387,675,109.00 | 10.9x | -17x | 0.5x |
| Tue, 11 Apr 2023 | R7.7b | R13.3b | -R387,033,145.00 | 10.8x | -19.8x | 0.6x |
| Thu, 09 Mar 2023 | R7.0b | R13.3b | -R387,033,145.00 | 9.8x | -18.1x | 0.5x |
| Sat, 04 Feb 2023 | R6.9b | R13.2b | -R387,164,145.00 | 10.8x | -17.8x | 0.5x |
| Mon, 02 Jan 2023 | R7.1b | R13.2b | -R387,164,145.00 | 12.2x | -18.3x | 0.5x |
| Wed, 30 Nov 2022 | R7.4b | R13.0b | -R590,034,169.00 | 11.6x | -12.5x | 0.6x |
| Fri, 28 Oct 2022 | R7.3b | R19.0b | -R756,749,169.00 | 10.5x | -9.7x | 0.4x |
| Sun, 25 Sep 2022 | R8.0b | R18.4b | -R816,953,047.00 | 17.3x | -9.8x | 0.4x |
Price to Earnings Ratio
-9.8x
Current Industry PE
- Investors are optimistic on the South African IT Consulting and Other Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 238x which is higher than its 3-year average PE of 88.7x.
- The industry is trading close to its 3-year average PS ratio of 0.49x.
Past Earnings Growth
- Total earnings for the IT Consulting and Other Services industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 3.1% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Comparison
How does South African IT Consulting compare with similar industries?
| ZA Market | 1.50% | |
| Tech | -0.57% | |
| IT | -0.12% | |
| IT Consulting | -0.12% | |
| Data Processing Services | 0% | 0 |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MFL Metrofile Holdings | R2.99 | 13.3% +R147.8m | 42.4% | PE50.8x | |
| AEL Altron | R18.07 | 1.7% +R118.2m | 6.4% | PE11.7x | |
| AYO AYO Technology Solutions | R0.52 | 13.0% +R19.6m | 4.0% | PS0.1x | |
| PBG PBT Group | R6.19 | 1.5% +R9.0m | 4.0% | PE9.6x | |
| IOC iOCO | R4.18 | 0.2% +R6.3m | 159.6% | PE17.9x |
