Lewis Group Limited engages in the retail of household furniture, home appliances, electronic goods, and homewares in South Africa, Botswana, Lesotho, Eswatini, and Namibia.
Lewis Group Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||R45.00|
|52 Week High||R15.20|
|52 Week Low||R46.99|
|1 Month Change||4.65%|
|3 Month Change||21.95%|
|1 Year Change||158.77%|
|3 Year Change||59.12%|
|5 Year Change||7.66%|
|Change since IPO||50.75%|
Recent News & Updates
|LEW||ZA Specialty Retail||ZA Market|
Return vs Industry: LEW exceeded the ZA Specialty Retail industry which returned 69.9% over the past year.
Return vs Market: LEW exceeded the ZA Market which returned 21.3% over the past year.
Stable Share Price: LEW is not significantly more volatile than the rest of ZA stocks over the past 3 months, typically moving +/- 5% a week.
Volatility Over Time: LEW's weekly volatility (5%) has been stable over the past year.
About the Company
Lewis Group Limited engages in the retail of household furniture, home appliances, electronic goods, and homewares in South Africa, Botswana, Lesotho, Eswatini, and Namibia. Its stores offer home electronics; sound and vision equipment; and lounge, dining room, and bedroom furniture products under the Lewis, Best Home and Electric, United Furniture Outlets, Monarch Insurance, and Beares brands. In addition, the company provides microinsurance to customers purchasing merchandise on credit.
Lewis Group Fundamentals Summary
|LEW fundamental statistics|
Is LEW overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|LEW income statement (TTM)|
|Cost of Revenue||R2.29b|
Last Reported Earnings
Mar 31, 2021
Next Earnings Date
Nov 24, 2021
|Earnings per share (EPS)||7.01|
|Net Profit Margin||6.44%|
How did LEW perform over the long term?See historical performance and comparison
7.3%Current Dividend Yield
Is Lewis Group undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: LEW (ZAR45) is trading below our estimate of fair value (ZAR164.21)
Significantly Below Fair Value: LEW is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: LEW is good value based on its PE Ratio (6.4x) compared to the ZA Specialty Retail industry average (10.2x).
PE vs Market: LEW is good value based on its PE Ratio (6.4x) compared to the ZA market (11.2x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate LEW's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: LEW is good value based on its PB Ratio (0.6x) compared to the ZA Specialty Retail industry average (1.6x).
How is Lewis Group forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
Forecasted Retail industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Lewis Group has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
How has Lewis Group performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: LEW has high quality earnings.
Growing Profit Margin: LEW's current net profit margins (6.4%) are higher than last year (2.8%).
Past Earnings Growth Analysis
Earnings Trend: LEW's earnings have declined by 26.3% per year over the past 5 years.
Accelerating Growth: LEW's earnings growth over the past year (137.3%) exceeds its 5-year average (-26.3% per year).
Earnings vs Industry: LEW earnings growth over the past year (137.3%) underperformed the Specialty Retail industry 137.3%.
Return on Equity
High ROE: LEW's Return on Equity (8.9%) is considered low.
How is Lewis Group's financial position?
Financial Position Analysis
Short Term Liabilities: LEW's short term assets (ZAR5.0B) exceed its short term liabilities (ZAR1.3B).
Long Term Liabilities: LEW's short term assets (ZAR5.0B) exceed its long term liabilities (ZAR655.7M).
Debt to Equity History and Analysis
Debt Level: LEW is debt free.
Reducing Debt: LEW has no debt compared to 5 years ago when its debt to equity ratio was 36.2%.
Debt Coverage: LEW has no debt, therefore it does not need to be covered by operating cash flow.
Interest Coverage: LEW has no debt, therefore coverage of interest payments is not a concern.
What is Lewis Group current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: LEW's dividend (7.29%) is higher than the bottom 25% of dividend payers in the ZA market (3.07%).
High Dividend: LEW's dividend (7.29%) is low compared to the top 25% of dividend payers in the ZA market (8.09%).
Stability and Growth of Payments
Stable Dividend: LEW's dividend payments have been volatile in the past 10 years.
Growing Dividend: LEW's dividend payments have fallen over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (56.9%), LEW's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Johan Enslin (47 yo)
Mr. Johan Enslin has been Chief Executive Officer and Executive Director of Lewis Group Limited since October 1, 2009. Mr. Enslin served as the Chief Operating Officer of Lewis Group Ltd. since April 1, 20...
CEO Compensation Analysis
Compensation vs Market: Johan's total compensation ($USD729.70K) is above average for companies of similar size in the ZA market ($USD494.06K).
Compensation vs Earnings: Johan's compensation has been consistent with company performance over the past year.
Experienced Management: LEW's management team is considered experienced (4.5 years average tenure).
Experienced Board: LEW's board of directors are considered experienced (4.3 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Lewis Group Limited's employee growth, exchange listings and data sources
- Name: Lewis Group Limited
- Ticker: LEW
- Exchange: JSE
- Founded: 1934
- Industry: Homefurnishing Retail
- Sector: Retail
- Market Cap: R2.778b
- Shares outstanding: 61.73m
- Website: https://www.lewisgroup.co.za
Number of Employees
- Lewis Group Limited
- Universal House
- 53A Victoria Road
- Cape Town
- Western Cape
- South Africa
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/10/17 17:05|
|End of Day Share Price||2021/10/15 00:00|
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.