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South African (JSE) Software Industry Analysis

UpdatedAug 02, 2026
DataAggregated Company Financials
Companies1
  • 7D5.0%
  • 3M-13.9%
  • 1Y20.0%
  • YTD-8.7%

Over the last 7 days, the Software industry has risen 5.0%, driven by gains from every company within the industry. This means that the industry has gained 20% over the past year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 02 Aug 2026R327.6mR141.4mR27.5m11.9x11.9x2.3x
Tue, 30 Jun 2026R313.6mR141.4mR27.5m11.4x11.4x2.2x
Thu, 28 May 2026R327.6mR141.4mR27.5m11.9x11.9x2.3x
Sat, 25 Apr 2026R366.6mR141.4mR27.5m13.3x13.3x2.6x
Mon, 23 Mar 2026R341.6mR141.4mR27.5m12.4x12.4x2.4x
Wed, 18 Feb 2026R394.7mR141.4mR27.5m14.4x14.4x2.8x
Fri, 16 Jan 2026R372.8mR141.4mR27.5m13.6x13.6x2.6x
Sun, 14 Dec 2025R341.6mR141.4mR27.5m12.4x12.4x2.4x
Tue, 11 Nov 2025R24.3bR3.7bR918.2m19.5x26.5x6.6x
Thu, 09 Oct 2025R296.4mR117.7mR26.1m11.4x11.4x2.5x
Sat, 06 Sep 2025R274.6mR117.7mR26.1m10.5x10.5x2.3x
Mon, 04 Aug 2025R273.0mR117.7mR26.1m10.5x10.5x2.3x
Wed, 02 Jul 2025R312.0mR117.7mR26.1m12x12x2.7x
Fri, 30 May 2025R296.4mR117.7mR26.1m11.4x11.4x2.5x
Sun, 27 Apr 2025R296.4mR100.8mR29.5m10x10x2.9x
Tue, 25 Mar 2025R296.4mR100.8mR29.5m10x10x2.9x
Thu, 20 Feb 2025R293.3mR100.8mR29.5m9.9x9.9x2.9x
Sat, 18 Jan 2025R293.3mR100.8mR29.5m9.9x9.9x2.9x
Mon, 16 Dec 2024R296.4mR100.8mR29.5m10x10x2.9x
Wed, 13 Nov 2024R294.8mR100.8mR29.5m10x10x2.9x
Fri, 11 Oct 2024R349.4mR100.8mR29.5m11.8x11.8x3.5x
Sun, 08 Sep 2024R329.2mR100.8mR29.5m11.1x11.1x3.3x
Tue, 06 Aug 2024R282.4mR100.8mR29.5m9.6x9.6x2.8x
Thu, 04 Jul 2024R280.8mR100.8mR29.5m9.5x9.5x2.8x
Sat, 01 Jun 2024R276.1mR100.8mR29.5m9.3x9.3x2.7x
Mon, 29 Apr 2024R246.5mR90.0mR24.4m10.1x10.1x2.7x
Wed, 27 Mar 2024R6.3bR2.9bR130.0m34x48.8x2.2x
Fri, 23 Feb 2024R3.8bR3.0bR131.4m21.5x29.3x1.3x
Sun, 21 Jan 2024R3.9bR3.0bR158.2m20.9x24.9x1.3x
Tue, 19 Dec 2023R3.0bR3.0bR155.4m20.9x19.4x1x
Thu, 16 Nov 2023R2.7bR2.9bR150.0m19.7x18.2x0.9x
Sat, 14 Oct 2023R2.9bR3.0bR127.8m20.9x22.4x1x
Mon, 11 Sep 2023R3.1bR3.0bR128.6m20.9x24.1x1x
Wed, 09 Aug 2023R3.0bR3.0bR127.6m20.9x23.7x1x
Price to Earnings Ratio

23.7x


Total Market Cap: R3.0bTotal Earnings: R127.6mTotal Revenue: R3.0bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Software Industry Price to Earnings3Y Average 14.6x202420252026
Current Industry PE
    There is only one company in the South African Software industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Software industry have declined 40% per year over the last three years,
  • Revenues have also declined 64% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

ZA Market2.44%
Tech2.51%
Software5.00%
Systems Software5.00%
Application Software0%0
Industry PE
  • Investors are most optimistic about the Systems Software industry which is trading above its 3-year average PE ratio of 10.6x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Systems Software industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.6x.
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
ISA ISA HoldingsR2.105.0%
+R15.6m		20.0%PE11.9x

Latest News

ISA
R2.10
ISA Holdings
7D
5.0%
1Y
20.0%