Truworths International Limited, an investment holding and management company, engages in the retail of fashion apparel, footwear, and related merchandise and homeware.
Truworths International Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||R55.29|
|52 Week High||R29.35|
|52 Week Low||R68.09|
|1 Month Change||-1.43%|
|3 Month Change||-4.19%|
|1 Year Change||83.08%|
|3 Year Change||-30.06%|
|5 Year Change||-22.36%|
|Change since IPO||514.33%|
Recent News & Updates
|TRU||ZA Specialty Retail||ZA Market|
Return vs Industry: TRU exceeded the ZA Specialty Retail industry which returned 69.9% over the past year.
Return vs Market: TRU exceeded the ZA Market which returned 21.3% over the past year.
Stable Share Price: TRU is not significantly more volatile than the rest of ZA stocks over the past 3 months, typically moving +/- 6% a week.
Volatility Over Time: TRU's weekly volatility (6%) has been stable over the past year.
About the Company
Truworths International Limited, an investment holding and management company, engages in the retail of fashion apparel, footwear, and related merchandise and homeware. It operates through Truworths and Office segments. The company operates approximately 728 stores in South Africa; and 49 stores in the rest of Africa.
Truworths International Fundamentals Summary
|TRU fundamental statistics|
Is TRU overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|TRU income statement (TTM)|
|Cost of Revenue||R8.04b|
Last Reported Earnings
Jun 27, 2021
Next Earnings Date
|Earnings per share (EPS)||4.99|
|Net Profit Margin||11.90%|
How did TRU perform over the long term?See historical performance and comparison
6.3%Current Dividend Yield
Is Truworths International undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: TRU (ZAR55.29) is trading above our estimate of fair value (ZAR32.43)
Significantly Below Fair Value: TRU is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: TRU is poor value based on its PE Ratio (11.1x) compared to the ZA Specialty Retail industry average (10.2x).
PE vs Market: TRU is good value based on its PE Ratio (11.1x) compared to the ZA market (11.2x).
Price to Earnings Growth Ratio
PEG Ratio: TRU is poor value based on its PEG Ratio (1.7x)
Price to Book Ratio
PB vs Industry: TRU is overvalued based on its PB Ratio (3.5x) compared to the ZA Specialty Retail industry average (1.6x).
How is Truworths International forecast to perform in the next 1 to 3 years based on estimates from 7 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: TRU's forecast earnings growth (6.6% per year) is below the savings rate (8.8%).
Earnings vs Market: TRU's earnings (6.6% per year) are forecast to grow slower than the ZA market (12.2% per year).
High Growth Earnings: TRU's earnings are forecast to grow, but not significantly.
Revenue vs Market: TRU's revenue (3.2% per year) is forecast to grow slower than the ZA market (6.1% per year).
High Growth Revenue: TRU's revenue (3.2% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: TRU's Return on Equity is forecast to be high in 3 years time (32.8%)
How has Truworths International performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: TRU has high quality earnings.
Growing Profit Margin: TRU became profitable in the past.
Past Earnings Growth Analysis
Earnings Trend: TRU's earnings have declined by 38.8% per year over the past 5 years.
Accelerating Growth: TRU has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: TRU has become profitable in the last year, making it difficult to compare its past year earnings growth to the Specialty Retail industry (137.3%).
Return on Equity
High ROE: TRU's Return on Equity (31.6%) is considered high.
How is Truworths International's financial position?
Financial Position Analysis
Short Term Liabilities: TRU's short term assets (ZAR7.2B) exceed its short term liabilities (ZAR4.1B).
Long Term Liabilities: TRU's short term assets (ZAR7.2B) exceed its long term liabilities (ZAR2.2B).
Debt to Equity History and Analysis
Debt Level: TRU's debt to equity ratio (8.1%) is considered satisfactory.
Reducing Debt: TRU's debt to equity ratio has reduced from 50.9% to 8.1% over the past 5 years.
Debt Coverage: TRU's debt is well covered by operating cash flow (769.8%).
Interest Coverage: TRU earns more interest than it pays, so coverage of interest payments is not a concern.
What is Truworths International current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: TRU's dividend (6.33%) is higher than the bottom 25% of dividend payers in the ZA market (3.07%).
High Dividend: TRU's dividend (6.33%) is low compared to the top 25% of dividend payers in the ZA market (8.09%).
Stability and Growth of Payments
Stable Dividend: TRU's dividend payments have been volatile in the past 10 years.
Growing Dividend: TRU's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (72.9%), TRU's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: TRU's dividends in 3 years are forecast to be covered by earnings (67% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average board tenure
Michael Mark (68 yo)
Mr. Michael Samuel Mark, B.Com., M.B.A., ACMA, serves as the Chief Executive Officer of Truworths International Ltd. Mr. Mark serves as an Executive Chairman and Chief Executive Officer of Truworths limite...
CEO Compensation Analysis
Compensation vs Market: Michael's total compensation ($USD1.83M) is above average for companies of similar size in the ZA market ($USD922.82K).
Compensation vs Earnings: Michael's compensation has been consistent with company performance over the past year.
Experienced Board: TRU's board of directors are considered experienced (7 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: TRU insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Truworths International Limited's employee growth, exchange listings and data sources
- Name: Truworths International Limited
- Ticker: TRU
- Exchange: JSE
- Founded: 1917
- Industry: Apparel Retail
- Sector: Retail
- Market Cap: R21.625b
- Shares outstanding: 391.12m
- Website: https://www.truworthsinternational.com
Number of Employees
- Truworths International Limited
- No. 1 Mostert Street
- Cape Town
- Western Cape
- South Africa
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/10/17 17:06|
|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.