LEW Stock Overview

Engages in the retail of household furniture, home appliances, electronic goods, and homewares in South Africa, Botswana, Lesotho, Eswatini, and Namibia. More details

LEW fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	0/6
Past Performance	5/6
Financial Health	4/6
Dividends	3/6

Rewards

Price-To-Earnings ratio (7.5x) is below the ZA market (10x)

Earnings grew by 31.8% over the past year

Risk Analysis

Dividend of 7.56% is not well covered by free cash flows

Significant insider selling over the past 3 months

My Notes

Capture your thoughts, links and company narrative

Lewis Group Limited Competitors

HomeChoice International

JSE:HIL

R3.1b

Nictus

JSE:NCS

R77.5m

Combined Motor Holdings

JSE:CMH

R2.5b

Cashbuild

JSE:CSB

R4.7b

Price History & Performance

Summary of share price highs, lows and changes for Lewis Group
Historical stock prices
Current Share Price	R79.35
52 Week High	R89.16
52 Week Low	R40.60
Beta	0.75
1 Month Change	3.05%
3 Month Change	11.76%
1 Year Change	85.31%
3 Year Change	72.80%
5 Year Change	127.82%
Change since IPO	165.83%

Recent updates

Shareholder Returns

	LEW	ZA Specialty Retail	ZA Market
7D	-1.4%	-0.4%	-2.7%
1Y	85.3%	54.5%	11.4%

Return vs Industry: LEW exceeded the ZA Specialty Retail industry which returned 54.5% over the past year.

Return vs Market: LEW exceeded the ZA Market which returned 11.4% over the past year.

Price Volatility

Is LEW's price volatile compared to industry and market?
LEW volatility
LEW Average Weekly Movement	4.9%
Specialty Retail Industry Average Movement	3.9%
Market Average Movement	4.2%
10% most volatile stocks in ZA Market	9.0%
10% least volatile stocks in ZA Market	2.5%

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

Volatility Over Time: LEW's weekly volatility (5%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1934	10,247	Johan Enslin	www.lewisgroup.co.za

Lewis Group Limited engages in the retail of household furniture, home appliances, electronic goods, and homewares in South Africa, Botswana, Lesotho, Eswatini, and Namibia. The company retails electrical appliances; sound and vision equipment; and various furniture products under the Lewis, Best Home and Electric, United Furniture Outlets, Monarch Insurance, and Beares brands. It also provides microinsurance to customers purchasing merchandise on credit.

Lewis Group Limited Fundamentals Summary

How do Lewis Group's earnings and revenue compare to its market cap?
LEW fundamental statistics
Market cap	R3.92b
Earnings (TTM)	R524.60m
Revenue (TTM)	R8.71b

7.5x

P/E Ratio

0.5x

P/S Ratio

Is LEW overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
LEW income statement (TTM)
Revenue	R8.71b
Cost of Revenue	R2.75b
Gross Profit	R5.96b
Other Expenses	R5.43b
Earnings	R524.60m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	10.62
Gross Margin	68.40%
Net Profit Margin	6.03%
Debt/Equity Ratio	31.2%

How did LEW perform over the long term?

See historical performance and comparison

Dividends

7.6%

Current Dividend Yield

60%

Payout Ratio

Does LEW pay a reliable dividends?

See LEW dividend history and benchmarks

When do you need to buy LEW by to receive an upcoming dividend?
Lewis Group dividend dates
Ex Dividend Date	Jan 22 2025
Dividend Pay Date	Jan 27 2025
Days until Ex dividend	31 days
Days until Dividend pay date	36 days

Does LEW pay a reliable dividends?

See LEW dividend history and benchmarks

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 02:27
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Lewis Group Limited is covered by 15 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Peter Mark Hodgson	Avior Capital Markets
Kaeleen Brown	Barclays
Shamil Ismail	BNP Paribas Securities (Asia)

LEW Stock Overview

Rewards

Risk Analysis

Lewis Group Limited Competitors

JSE:HIL

R3.1b

JSE:NCS

R77.5m

JSE:CMH

R2.5b

JSE:CSB

R4.7b

Price History & Performance

Recent News & Updates

CEO & Executive Director recently sold R6.5m worth of stock

CFO, Debt Officer & Executive Director recently sold R3.2m worth of stock

Final dividend increased to R3.00

Lewis Group Limited to Report First Half, 2025 Results on Nov 21, 2024

Investor sentiment improves as stock rises 16%

Upcoming dividend of R3.00 per share

Recent updates

CEO & Executive Director recently sold R6.5m worth of stock

CFO, Debt Officer & Executive Director recently sold R3.2m worth of stock

Final dividend increased to R3.00

Lewis Group Limited to Report First Half, 2025 Results on Nov 21, 2024

Investor sentiment improves as stock rises 16%

Upcoming dividend of R3.00 per share

Human Resources Director recently sold R718k worth of stock

CEO & Executive Director recently sold R3.8m worth of stock

CEO & Executive Director recently sold R4.6m worth of stock

Full year 2024 earnings released: EPS: R8.06 (vs R6.89 in FY 2023)

First half dividend increased to R3.00

Coronation Asset Management Proprietary Ltd. acquired additional unknown minority stake in Lewis Group Limited (JSE:LEW).

Lewis Group Limited to Report Fiscal Year 2024 Results on May 30, 2024

Upcoming dividend of R2.00 per share at 9.8% yield

First half 2024 earnings released: EPS: R3.55 (vs R3.46 in 1H 2023)

Lewis Group Limited, Annual General Meeting, Oct 18, 2024

Changes Lewis Group Limited Announces Committee Changes

Lewis Group Limited Announces the Resignation of Fatima Abrahams as an Independent Non-Executive Director from the Audit Committee

Peresec Prime Brokers (Pty) Ltd acquired a 10.44% stake in Lewis Group Limited (JSE:LEW).

Human Resources Director recently sold R665k worth of stock

Upcoming dividend of R2.18 per share at 11% yield

New minor risk - Insider selling

CEO & Executive Director recently sold R16m worth of stock

Full year 2023 earnings released: EPS: R6.89 (vs R7.31 in FY 2022)

Lewis Group Limited Announces Final Cash Dividend in Respect of the Year-Ended 31 March 2023, Payable on 24 July 2023

Human Resources Director recently sold R698k worth of stock

Insufficient new directors

Upcoming dividend of R1.95 per share

Lewis Group Limited to Report Fiscal Year 2023 Results on Jun 30, 2023

Upcoming dividend of R2.18 per share

Full year 2022 earnings released: EPS: R7.31 (vs R5.76 in FY 2021)

Lewis Group Limited to Report Fiscal Year 2022 Results on May 26, 2022

Lewis Group Limited Announces Executive Changes

Lewis Group Limited Announces Resignation of Ntokozo Makomba as Company Secretary, with Effect from April 30, 2022

Upcoming dividend of R1.95 per share

First half 2022 earnings: Revenues and EPS in line with analyst expectations

Lewis Group Limited Announces Update on Impact of Civil Unrest

Upcoming dividend of R1.95 per share

LSV Asset Management acquired an additional unknown stake in Lewis Group Limited (JSE:LEW).

Full year 2021 earnings released: EPS R5.76 (vs R2.32 in FY 2020)

Investor sentiment improved over the past week

New 90-day high: R27.74

New 90-day high: R25.20

Market bids up stock over the past week

Lewis Group Limited, Annual General Meeting, Oct 22, 2021

Market bids up stock over the past week

New 90-day high: R18.60

Market bids up stock over the past week

An unknown buyer acquired 9.41% stake in Lewis Group Limited (JSE:LEW) from JP Morgan Equities South Africa (Pty) Ltd.

An unknown buyer acquired stake in Lewis Group Limited (JSE:LEW).

Lewis Group Limited Appoints Jacques Bestbier as Debt Officer

Lewis Group Limited(JSE:LEW) dropped from S&P Global BMI Index

New 90-day high - R18.50

Upcoming Dividend of R0.65 Per Share

Human Resources Director recently sold R742.1k worth of stock

Earnings released

New 90-day low - R12.22

Lewis Group Limited to Report Fiscal Year 2020 Results on Aug 25, 2020

New 90-day low - R12.81