South African (JSE) IT Consulting Industry Analysis
UpdatedMay 28, 2022
DataAggregated Company Financials
Companies7
- 7D-3.2%
- 3M1.6%
- 1Y-20.1%
- YTD-6.5%
Over the last 7 days, the IT Consulting industry has dropped 3.2%, driven by pullbacks in AYO Technology Solutions and Altron of 25% and 7.2%, respectively. Meanwhile, Group actually outperformed within the industry, gaining 22% in the last week. The industry has fallen 20% in the last year.
Industry Valuation and Performance
Has the South African IT Consulting Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sat, 28 May 2022 | R7.8b | R17.8b | -R255,456,281.00 | 17.5x |
| Mon, 25 Apr 2022 | R7.6b | R17.9b | -R242,307,281.00 | 15.3x |
| Wed, 23 Mar 2022 | R7.0b | R11.5b | -R125,272,281.00 | 15.6x |
| Fri, 18 Feb 2022 | R7.2b | R11.5b | -R125,272,281.00 | 16.8x |
| Sun, 16 Jan 2022 | R7.4b | R11.5b | -R125,272,281.00 | 17.8x |
| Tue, 14 Dec 2021 | R7.2b | R12.2b | R100.4m | 17.5x |
| Thu, 11 Nov 2021 | R8.3b | R12.1b | R90.0m | 19.4x |
| Sat, 09 Oct 2021 | R9.2b | R19.9b | -R521,187,504.00 | 17x |
| Mon, 06 Sep 2021 | R8.4b | R19.9b | -R505,480,344.07 | 10.4x |
| Wed, 04 Aug 2021 | R8.3b | R19.8b | -R646,190,344.07 | 10.2x |
| Sat, 08 May 2021 | R10.0b | R19.8b | -R646,190,344.07 | 10.2x |
| Tue, 09 Feb 2021 | R10.5b | R20.6b | -R493,088,230.07 | 10.8x |
| Mon, 02 Nov 2020 | R13.3b | R31.5b | -R631,317,263.59 | 13.1x |
| Thu, 06 Aug 2020 | R12.3b | R31.2b | -R971,246,534.59 | 10.5x |
| Sun, 10 May 2020 | R10.9b | R22.5b | -R2,639,856,552.90 | 28.6x |
| Sat, 01 Feb 2020 | R12.3b | R25.7b | -R1,915,078,643.96 | 13.3x |
| Tue, 05 Nov 2019 | R15.2b | R29.7b | -R2,480,275,654.40 | 13.8x |
| Fri, 09 Aug 2019 | R18.0b | R30.0b | -R3,313,376,660.21 | 16x |
Median PE Ratio
8.5x
Current Industry PE
- Investors are relatively neutral on the industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 15.1x.
Past Earnings Growth
- The earnings for companies in the IT Consulting and Other Services industry have improved over the last three years.
- Meanwhile revenues for these companies have declined 14% 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 Comparison
How does South African IT Consulting compare with similar industries?
| ZA Market | 2.68% | |
| Tech | -2.35% | |
| IT | -2.69% | |
| IT Consulting | -3.23% | |
| Internet Services and Infrastructure | 0% | |
| Data Processing Services | -0.59% | |
Industry PEThere is insufficient data on the sub-industries of this industry.
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PBG Group | R9.10 | 22.5% +R139.9m | 134.5% | PS14x | |
| EOH EOH Holdings | R5.95 | 14.0% +R123.2m | -16.2% | PS0.2x | |
| SEB Sebata Holdings | R2.55 | 26.9% +R59.1m | -8.6% | PS11.3x |