How does CLS's PE Ratio compare to its peers?

CLS is good value based on its Price-To-Earnings Ratio (31.9x) compared to the peer average (36.5x).

How does CLS's PE Ratio compare vs other companies in the Global Consumer Retailing Industry?

CLS is expensive based on its Price-To-Earnings Ratio (31.9x) compared to the Global Consumer Retailing industry average (16.2x).

What is CLS's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

CLS is expensive based on its Price-To-Earnings Ratio (31.9x) compared to the estimated Fair Price-To-Earnings Ratio (26x).

What is the Fair Price of CLS when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

CLS (ZAR380.15) is trading above our estimate of [[fair value]] (ZAR48.13)

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Target price is lower than the current share price.

Clicks Group (JSE:CLS) - Stock Price, News & Analysis

CLS Stock Overview

Operates as a health, wellness, and beauty retailer in South Africa and internationally. More details

CLS fundamental analysis
Snowflake Score
Valuation	1/6
Future Growth	3/6
Past Performance	6/6
Financial Health	6/6
Dividends	4/6

Rewards

Earnings are forecast to grow 12.11% per year

Earnings grew by 11.8% over the past year

Risk Analysis

No risks detected for CLS from our risk checks.

Clicks Group Limited Competitors

Dis-Chem Pharmacies

JSE:DCP

R31.8b

Shoprite Holdings

JSE:SHP

R161.7b

Bid

JSE:BID

R149.8b

SPAR Group

JSE:SPP

R24.6b

Price History & Performance

Summary of all time highs, changes and price drops for Clicks Group
Historical stock prices
Current Share Price	R380.15
52 Week High	R403.39
52 Week Low	R275.50
Beta	0.16
11 Month Change	1.96%
3 Month Change	5.74%
1 Year Change	27.40%
33 Year Change	33.52%
5 Year Change	51.97%
Change since IPO	9,774.03%

Recent updates

Shareholder Returns

	CLS	ZA Consumer Retailing	ZA Market
7D	-2.2%	0.2%	-0.06%
1Y	27.4%	18.4%	14.8%

Return vs Industry: CLS exceeded the ZA Consumer Retailing industry which returned 18.4% over the past year.

Return vs Market: CLS exceeded the ZA Market which returned 14.8% over the past year.

Price Volatility

Is CLS's price volatile compared to industry and market?
CLS volatility
CLS Average Weekly Movement	2.3%
Consumer Retailing Industry Average Movement	3.4%
Market Average Movement	4.4%
10% most volatile stocks in ZA Market	9.5%
10% least volatile stocks in ZA Market	2.6%

Stable Share Price: CLS has not had significant price volatility in the past 3 months compared to the ZA market.

Volatility Over Time: CLS's weekly volatility (2%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1968	19,621	Bertina Engelbrecht	www.clicksgroup.co.za

Clicks Group Limited, together with its subsidiaries, operates as a health, wellness, and beauty retailer in South Africa and internationally. It operates through two segments: Retail and Distribution. The company retails pharmacy, health, and beauty through stores, and in-store pharmacies for the middle to upper income markets under the Clicks brand name.

Clicks Group Limited Fundamentals Summary

How do Clicks Group's earnings and revenue compare to its market cap?
CLS fundamental statistics
Market cap	R91.06b
Earnings (TTM)	R2.84b
Revenue (TTM)	R45.44b

31.9x

P/E Ratio

2.0x

P/S Ratio

Is CLS overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CLS income statement (TTM)
Revenue	R45.44b
Cost of Revenue	R34.81b
Gross Profit	R10.63b
Other Expenses	R7.80b
Earnings	R2.84b

Last Reported Earnings

Aug 31, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	11.92
Gross Margin	23.40%
Net Profit Margin	6.24%
Debt/Equity Ratio	0%

How did CLS perform over the long term?

See historical performance and comparison

Dividends

2.0%

Current Dividend Yield

65%

Payout Ratio

Does CLS pay a reliable dividends?

See CLS dividend history and benchmarks

When do you need to buy CLS by to receive an upcoming dividend?
Clicks Group dividend dates
Ex Dividend Date	Jan 22 2025
Dividend Pay Date	Jan 27 2025
Days until Ex dividend	63 days
Days until Dividend pay date	68 days

Does CLS pay a reliable dividends?

See CLS dividend history and benchmarks

CLS Stock Overview

Rewards

Risk Analysis

Clicks Group Limited Competitors

JSE:DCP

R31.8b

JSE:SHP

R161.7b

JSE:BID

R149.8b

JSE:SPP

R24.6b

Price History & Performance

Recent News & Updates

Price target increased by 9.1% to R378

Final dividend increased to R5.66

Price target increased by 7.4% to R350

Full year 2024 earnings: Revenues and EPS in line with analyst expectations

Clicks Group Limited Announces Cash Dividend, Payable on 27 January 2025

Clicks Group Limited to Report Q4, 2024 Results on Oct 24, 2024

Recent updates

Price target increased by 9.1% to R378

Final dividend increased to R5.66

Price target increased by 7.4% to R350

Full year 2024 earnings: Revenues and EPS in line with analyst expectations

Clicks Group Limited Announces Cash Dividend, Payable on 27 January 2025

Clicks Group Limited to Report Q4, 2024 Results on Oct 24, 2024

Clicks Group Limited Announces Board Changes

Clicks Group Limited Announces Company Secretary Changes

Upcoming dividend of R2.10 per share

Price target increased by 8.3% to R312

First half dividend increased to R2.10

First half 2024 earnings released: EPS: R5.33 (vs R4.72 in 1H 2023)

Clicks Group Limited Approves Interim Gross Ordinary Dividend for the Period Ended 29 February 2024, Payable on 1 July 2024

Price target increased by 8.1% to R312

Now 21% overvalued

Independent Non-Executive Chairman recently sold R2.7m worth of stock

Clicks Group Limited to Report First Half, 2024 Results on Apr 25, 2024

Upcoming dividend of R4.94 per share at 2.3% yield

Clicks Group Limited, Annual General Meeting, Feb 01, 2024

Clicks Group Limited Announces Cash Dividend for the Period Ended 31 August 2023, Payable on 24 January 2024

Full year 2023 earnings released

Clicks Group Limited to Report Fiscal Year 2023 Results on Oct 26, 2023

Upcoming dividend of R1.85 per share at 2.4% yield

GIC Private Limited acquired an unknown minority stake in GIC Private Limited.

CEO & Executive Director recently bought R3.5m worth of stock

Clicks Group Limited Announces Appointment of Richard Inskip as Independent Non-Executive Director

First half 2023 earnings released: EPS: R4.72 (vs R4.93 in 1H 2022)

Consensus revenue estimates increase by 15%

Clicks Group Limited Appoints Christine Ramon as Independent Non-Executive Director

High number of new directors

Clicks Group Limited to Report First Half, 2023 Results on Apr 20, 2023

Upcoming dividend of R4.57 per share

Clicks Group Limited (JSE:CLS) agreed to acquire Sorbet Holdings Proprietary Limited from Long4life Limited for ZAR 105 million.

Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behind

Clicks Group Limited to Report Fiscal Year 2022 Results on Oct 20, 2022

Independent Non-Executive Chairman recently sold R11m worth of stock

Upcoming dividend of R1.80 per share

First half 2022 earnings released

Clicks Group Limited Announces Retirement of Fatima Daniels as Non-Executive Director

Upcoming dividend of R3.48 per share

CFO & Executive Director recently sold R7.8m worth of stock

Upcoming dividend of R1.43 per share

Clicks Group Limited (JSE:CLS) agreed to acquire Retail Pharmacy Business from Pick n Pay Stores Limited (JSE:PIK).

First half 2021 earnings released: EPS R3.59 (vs R3.38 in 1H 2020)

Clicks Group Appoints Dr. Penny Moumakwa as an Independent Non-Executive Director, Effective from 1 April 2021

New 90-day high: R262

Clicks Group Limited Announces Executive Changes

Full year 2020 earnings released: EPS R7.51

Revenue and earnings beat expectations

Clicks Group Limited, Annual General Meeting, Jan 27, 2021

New 90-day high: R259

Full year earnings released - EPS R7.51

New 90-day high: R255

Annual earnings released: Revenue and earnings beat expectations

Price target raised to R255

Clicks Group Appoints Mfundiso "JJ" Njeke to Its Audit and Risk Committee

New 90-day high - R245

Shareholder Returns

Price Volatility