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SNV

SantovaJSE:SNV Stock Report

Market Cap

R576.4m

7D

12.7%

1Y

103.4%

Updated

24 Oct, 2021

Data

Company Financials
SNV fundamental analysis
Snowflake Score
Valuation4/6
Future Growth0/6
Past Performance4/6
Financial Health6/6
Dividends0/6

SNV Overview

Santova Limited provides logistics solutions in Africa, the Asia Pacific, the United Kingdom, and Europe.

Price History & Performance

Summary of all time highs, changes and price drops for Santova
Historical stock prices
Current Share PriceR4.17
52 Week HighR2.00
52 Week LowR4.70
Beta0.86
1 Month Change6.92%
3 Month Change22.29%
1 Year Change103.41%
3 Year Change34.52%
5 Year Change12.10%
Change since IPO-49.15%

Recent News & Updates

Aug 25
These 4 Measures Indicate That Santova (JSE:SNV) Is Using Debt Safely

These 4 Measures Indicate That Santova (JSE:SNV) Is Using Debt Safely

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

May 20
Investors Met With Slowing Returns on Capital At Santova (JSE:SNV)

Investors Met With Slowing Returns on Capital At Santova (JSE:SNV)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

Mar 16
Who Has Been Selling Santova Limited (JSE:SNV) Shares?

Who Has Been Selling Santova Limited (JSE:SNV) Shares?

We often see insiders buying up shares in companies that perform well over the long term. On the other hand, we'd be...

Shareholder Returns

SNVZA LogisticsZA Market
7D12.7%2.0%-0.03%
1Y103.4%56.5%19.0%

Return vs Industry: SNV exceeded the ZA Logistics industry which returned 56.5% over the past year.

Return vs Market: SNV exceeded the ZA Market which returned 19% over the past year.

Price Volatility

Is SNV's price volatile compared to industry and market?
SNV volatility
SNV Beta0.86
Industry Beta0.92
Market Beta1

Stable Share Price: SNV is more volatile than 75% of ZA stocks over the past 3 months, typically moving +/- 9% a week.

Volatility Over Time: SNV's weekly volatility (9%) has been stable over the past year, but is still higher than 75% of ZA stocks.

About the Company

FoundedEmployeesCEOWebsite
n/a259Glen Gerberhttps://www.santova.com

Santova Limited provides logistics solutions in Africa, the Asia Pacific, the United Kingdom, and Europe. It operates through Logistics Services and Financial Services segments. The company offers statutory solutions, including customs and excise clearing and consultation, disbursement funding, bonded warehousing and in-bond transit management, and maritime law consultancy solutions; transit solutions, such as international freight forwarding, express courier, intermodal transport, and vessel chartering solutions; and warehousing and distribution solutions comprising storage, pick and pack, kitting, transport planning, and transport management solutions.

Santova Fundamentals Summary

How do Santova's earnings and revenue compare to its market cap?
SNV fundamental statistics
Market CapR576.43m
Earnings (TTM)R69.68m
Revenue (TTM)R455.75m

8.3x

P/E Ratio

1.3x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
SNV income statement (TTM)
RevenueR455.75m
Cost of RevenueR0
Gross ProfitR455.75m
ExpensesR386.07m
EarningsR69.68m

Valuation

Is Santova undervalued compared to its fair value and its price relative to the market?

>50%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: SNV (ZAR4.17) is trading below our estimate of fair value (ZAR20.72)

Significantly Below Fair Value: SNV is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: SNV is good value based on its PE Ratio (8.3x) compared to the African Logistics industry average (21.3x).

PE vs Market: SNV is good value based on its PE Ratio (8.3x) compared to the ZA market (11.3x).


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate SNV's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: SNV's PB Ratio (0.9x) is in line with the XF Logistics industry average.


Future Growth

How is Santova forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?

9.7%

Forecasted Transportation 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 Santova 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.


Past Performance

How has Santova performed over the past 5 years?

3.5%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: SNV has high quality earnings.

Growing Profit Margin: SNV's current net profit margins (15.3%) are higher than last year (15%).


Past Earnings Growth Analysis

Earnings Trend: SNV's earnings have grown by 3.5% per year over the past 5 years.

Accelerating Growth: SNV's earnings growth over the past year (7.2%) exceeds its 5-year average (3.5% per year).

Earnings vs Industry: SNV earnings growth over the past year (7.2%) underperformed the Logistics industry 19.3%.


Return on Equity

High ROE: SNV's Return on Equity (11.3%) is considered low.


Financial Health

How is Santova's financial position?


Financial Position Analysis

Short Term Liabilities: SNV's short term assets (ZAR915.8M) exceed its short term liabilities (ZAR656.4M).

Long Term Liabilities: SNV's short term assets (ZAR915.8M) exceed its long term liabilities (ZAR43.4M).


Debt to Equity History and Analysis

Debt Level: SNV's debt to equity ratio (37.9%) is considered satisfactory.

Reducing Debt: SNV's debt to equity ratio has reduced from 87% to 37.9% over the past 5 years.

Debt Coverage: SNV's debt is well covered by operating cash flow (63.9%).

Interest Coverage: SNV's interest payments on its debt are well covered by EBIT (5.8x coverage).


Balance Sheet


Dividend

What is Santova current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

Notable Dividend: Unable to evaluate SNV's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate SNV's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if SNV's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if SNV's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: SNV is not paying a notable dividend for the ZA market.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of SNV's dividend in 3 years as they are not forecast to pay a notable one for the ZA market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

18.4yrs

Average management tenure


CEO

Glen Gerber (58 yo)

18.75yrs

Tenure

R5,948,000

Compensation

Mr. Glen Henry Gerber BA (Hons), MBA has been the Chief Executive Officer of Santova Limited., since 2003. Mr. Gerber served as a Divisional Director of Investec Private Bank since 1995. He joined Integrat...


CEO Compensation Analysis

Compensation vs Market: Glen's total compensation ($USD402.30K) is above average for companies of similar size in the ZA market ($USD278.61K).

Compensation vs Earnings: Glen's compensation has increased by more than 20% in the past year.


Leadership Team

Experienced Management: SNV's management team is seasoned and experienced (18.4 years average tenure).


Board Members

Experienced Board: SNV's board of directors are seasoned and experienced ( 10.7 years average tenure).


Ownership

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

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Santova Limited's employee growth, exchange listings and data sources


Key Information

  • Name: Santova Limited
  • Ticker: SNV
  • Exchange: JSE
  • Founded: NaN
  • Industry: Air Freight and Logistics
  • Sector: Transportation
  • Market Cap: R576.427m
  • Shares outstanding: 138.23m
  • Website: https://www.santova.com

Number of Employees


Location

  • Santova Limited
  • Level 3 West
  • 1 Ncondo Place
  • Durban
  • KwaZulu-Natal
  • 4319
  • South Africa

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/10/24 17:05
End of Day Share Price2021/10/22 00:00
Earnings2021/02/28
Annual Earnings2021/02/28


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.