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South African (JSE) IT Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies4
  • 7D19.1%
  • 3M25.3%
  • 1Y23.0%
  • YTD32.1%

In the last week, the IT industry is up 19%, with 4Sight Holdings up 4.0%. In the last 12 months, the industry was up 23%.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Jun 2026R15.1bR17.5bR1.2b9x12.3x0.9x
Fri, 01 May 2026R12.2bR17.5bR1.1b8.8x11.6x0.7x
Sun, 29 Mar 2026R11.1bR17.4bR996.8m9.7x11.1x0.6x
Tue, 24 Feb 2026R11.8bR17.4bR996.8m9.9x11.9x0.7x
Thu, 22 Jan 2026R11.2bR17.4bR996.8m10.2x11.2x0.6x
Sat, 20 Dec 2025R12.8bR18.5bR918.8m10.4x13.9x0.7x
Mon, 17 Nov 2025R12.3bR18.5bR913.3m11.2x13.5x0.7x
Wed, 15 Oct 2025R12.2bR20.2bR50.3m12.3x243x0.6x
Fri, 12 Sep 2025R11.7bR20.2bR50.3m11.5x232.9x0.6x
Sun, 10 Aug 2025R12.5bR20.2bR20.0m10.9x626.8x0.6x
Tue, 08 Jul 2025R13.3bR20.2bR20.0m11.7x664.5x0.7x
Thu, 05 Jun 2025R13.5bR20.2bR7.3m14.3x1852x0.7x
Sat, 03 May 2025R12.1bR19.0bR112.2m12.7x107.8x0.6x
Mon, 31 Mar 2025R11.9bR19.4bR344.3m11.8x34.5x0.6x
Wed, 26 Feb 2025R11.9bR19.4bR366.4m12.6x32.5x0.6x
Fri, 24 Jan 2025R11.8bR19.4bR355.3m12.8x33.2x0.6x
Sun, 22 Dec 2024R11.7bR19.7bR130.6m12.8x89.6x0.6x
Tue, 19 Nov 2024R11.3bR19.7bR131.3m12.4x86.1x0.6x
Thu, 17 Oct 2024R10.6bR19.9b-R172,648,289.0016x-61.3x0.5x
Sat, 14 Sep 2024R9.7bR20.0b-R61,141,289.0011.2x-158.6x0.5x
Mon, 12 Aug 2024R9.3bR20.0b-R61,141,289.0011.5x-151.6x0.5x
Wed, 10 Jul 2024R9.1bR19.9bR31.7m11.6x287.6x0.5x
Fri, 07 Jun 2024R8.4bR20.0bR36.0m10.4x232x0.4x
Sun, 05 May 2024R7.5bR21.4b-R419,068,660.0011.8x-17.9x0.4x
Tue, 02 Apr 2024R7.5bR21.4b-R420,995,660.0012.2x-17.8x0.3x
Thu, 29 Feb 2024R7.2bR21.5b-R356,907,660.0011.8x-20.1x0.3x
Sat, 27 Jan 2024R7.5bR21.3b-R358,480,085.0012.1x-20.9x0.4x
Mon, 25 Dec 2023R7.0bR21.3b-R358,480,085.009.6x-19.5x0.3x
Wed, 22 Nov 2023R7.5bR21.0b-R158,367,034.0010.4x-47.2x0.4x
Fri, 20 Oct 2023R5.9bR20.8b-R158,367,034.0010.1x-37.5x0.3x
Sun, 17 Sep 2023R6.1bR14.6b-R71,823,034.0010.4x-84.7x0.4x
Tue, 15 Aug 2023R5.9bR14.4b-R87,939,425.0011.6x-66.6x0.4x
Thu, 13 Jul 2023R6.2bR14.4b-R579,576,425.0010x-10.7x0.4x
Sat, 10 Jun 2023R6.5bR13.6b-R488,589,109.0010.3x-13.2x0.5x
Price to Earnings Ratio

-13.2x


Total Market Cap: R6.5bTotal Earnings: -R488,589,109.00Total Revenue: R13.6bTotal Market Cap vs Earnings and Revenue0%0%0%
South African IT Industry Price to Earnings3Y Average 103.9x202420252026
Current Industry PE
  • Investors are pessimistic on the South African IT industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 12.3x which is lower than its 3-year average PE of 104x.
  • The industry is trading close to its 3-year average PS ratio of 0.53x.
Past Earnings Growth
  • Total earnings for the IT industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 8.8% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

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

ZA Market1.19%
Tech1.07%
IT19.11%
IT Consulting19.11%
Data Processing Services0%0
Industry PE
  • Investors are most optimistic about the IT Consulting industry even though it's trading below its 3-year average PE ratio of 104x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the IT Consulting industry, which is trading below its 3-year average of 104x.
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
4SI 4Sight HoldingsR0.784.0%
+R16.5m		14.7%PE7.9x

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