The SPAR Group Ltd

JSE:SPP Stok Raporu

Piyasa değeri: R9.1b

SPAR Group Yönetim

Yönetim kriter kontrolleri 3/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Moegamat Isaacs

İcra Kurulu Başkanı

R15.4m

Toplam tazminat

CEO maaş yüzdesi52.70%
CEO görev süresiless than a year
CEO sahipliğin/a
Yönetim ortalama görev süresi10.9yrs
Yönetim Kurulu ortalama görev süresi3.1yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Jul 09

SPP: Higher Required Returns And EPS Outlook Will Support Share Price Rebound

Analysts have revised their price target on SPAR Group from ZAR101.75 to ZAR75.04, reflecting updated views on fair value, discount rate assumptions, revenue growth, profit margin expectations, and a lower future P/E multiple. What’s in the News for SPAR Group SPAR Group issued earnings guidance for the 26 weeks ended 27 September 2026, indicating expected EPS in the range of ZAR0.70 to ZAR0.80 per share.
Anlatı Güncellemesi Jun 25

SPP: Higher Margin Outlook And EPS Guidance Will Support Long-Term Upside

The latest Narrative Update on SPAR Group reflects a lower analyst price target from ZAR146.00 to ZAR118.00. Analysts cited adjustments to fair value assumptions, a slightly higher discount rate, modestly different revenue growth expectations, a revised profit margin outlook, and a lower future P/E multiple.
Anlatı Güncellemesi Jun 08

SPP: Earnings Guidance And Margin Assumptions Will Shape Measured Upside Potential

Analysts have reduced their ZAR fair value estimate for SPAR Group from ZAR81.00 to ZAR52.00, citing updates to assumptions on the discount rate, revenue growth, profit margin and future P/E, which they believe better reflect current expectations. What's in the News SPAR Group issued earnings guidance for the 26 weeks ending 27 September 2026, indicating expected EPS in a range of ZAR0.70 to ZAR0.80 per share, according to company guidance.
Anlatı Güncellemesi May 25

SPP: Higher Required Returns Will Eventually Support Share Price Rebound

Analysts have adjusted their price target for SPAR Group slightly lower to ZAR101.75 from ZAR103.34. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E, resulting in a modestly different view of fair value.
Anlatı Güncellemesi May 06

SPP: Leadership Transition And Governance Focus Will Support Future Share Price Rebound

Analysts have trimmed their price target for SPAR Group from ZAR107.09 to ZAR103.34, citing small adjustments to fair value inputs such as the discount rate, revenue growth expectations, profit margin assumptions and the future P/E multiple. What's in the News Group CEO Angelo Swartz has resigned, with his role ending on 28 February 2026 after 19 years at SPAR Group.
Anlatı Güncellemesi Apr 20

SPP: Leadership Changes And Higher Future P/E Will Support Long-Term Upside

Analysts now hold SPAR Group's fair value steady at ZAR146.00 per share, with updated assumptions reflecting slightly higher expected revenue growth, a lower profit margin and a higher future P/E multiple that together support this unchanged price target. What's in the News Group CEO Angelo Swartz has resigned, effective 28 February 2026, after 19 years with SPAR Group, during which he led operational stabilization, portfolio simplification and balance sheet strengthening (Key Developments).
Anlatı Güncellemesi Apr 06

SPP: Leadership Transition And Capital Discipline Will Support Future Share Price Rebound

Analysts have adjusted their price target on SPAR Group to ZAR107.09 from ZAR136.69, reflecting updated assumptions for a slightly higher discount rate, firmer revenue growth, a lower profit margin, and a modestly higher future P/E multiple. What's in the News Group CEO Angelo Swartz has resigned, effective 28 February 2026, after 19 years with SPAR Group, with a transition period to support ongoing projects (Key Developments).
Anlatı Güncellemesi Mar 23

SPP: Leadership Changes And Margin Recovery Will Drive Future Upside Potential

Analysts have kept their ZAR 81.00 price target for SPAR Group unchanged, indicating that only small adjustments in the discount rate, revenue growth, profit margin and future P/E assumptions have been made, rather than a major shift in their overall view. What's in the News Group CEO Angelo Swartz has resigned effective 28 February 2026 after 19 years at SPAR, with the board highlighting his role in operational stabilization, portfolio simplification and balance sheet strengthening during his tenure (Key Developments).
Anlatı Güncellemesi Mar 09

SPP: Leadership Transition And Margin Recovery Efforts Will Shape Future Risk Profile

Analysts have reduced their price target on SPAR Group from ZAR104 to ZAR81. This reflects updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples.
Anlatı Güncellemesi Feb 23

SPP: Leadership Transition And Refined Assumptions Will Support Long-Term Upside

Analysts have nudged their price target for SPAR Group slightly higher to ZAR146.0 from ZAR145.5, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Group CEO Angelo Swartz has resigned, effective 28 February 2026, after 19 years with SPAR Group.
Anlatı Güncellemesi Feb 08

SPP: Maintained Fair Value And Lower Discount Rate Will Support Long-Term Upside

Analysts have maintained their fair value estimate for SPAR Group at $145.50. Small adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E have fed into this unchanged price target, indicating that their overall view on the stock remains broadly consistent with prior analysis.
Anlatı Güncellemesi Jan 25

SPP: Higher Discount Rate Will Still Support Attractive Long Term Returns

Analysts have adjusted their price target on SPAR Group to $145.50 from $171.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News SPAR Group issued earnings guidance for the 52 weeks ending 26 September 2025, giving investors a fresh reference point for its expected performance over that period (company guidance).
Anlatı Güncellemesi Jan 11

SPP: Earnings Guidance Range Will Shape Risk Profile And Margin Expectations

Analysts have kept their fair value estimate for SPAR Group unchanged at $104.00. Only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions were made to support this same price target.
Analiz Makalesi Dec 20

SPAR Group's (JSE:SPP) Soft Earnings Are Actually Better Than They Appear

Investors were disappointed with the weak earnings posted by The SPAR Group Ltd ( JSE:SPP ). While the headline numbers...
Anlatı Güncellemesi Dec 19

SPP: Earnings Reset Will Define Risk Profile Amid Modest Margin Outlook

Analysts have trimmed their price target on SPAR Group to $104.00 from $111.00, reflecting slightly higher perceived risk despite modestly improved growth and margin expectations. What's in the News SPAR Group issued earnings guidance for the 52 weeks ending September 26, 2025, projecting EPS of 375.4 to 458.9 cents per share, significantly below the prior year's 834.3 cents per share (company guidance).
Analiz Makalesi Dec 11

Is SPAR Group (JSE:SPP) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Anlatı Güncellemesi Dec 05

SPP: Steady Margins And Earnings Reset Will Support Future Share Price Rebound

Analysts have nudged their price target for SPAR Group slightly higher to approximately $136.69 per share, citing modest adjustments to discount rate and future earnings multiple assumptions while leaving fair value essentially unchanged. What's in the News Issued earnings guidance for the 52 weeks ending 26 September 2025, projecting EPS of 375.4 to 458.9 cents per share, less than half of the 834.3 cents reported a year earlier (company guidance) Guided diluted EPS to a range of 375.3 to 458.7 cents per share for fiscal 2025, down from 834.0 cents per share in the prior year, signaling a sharp earnings reset (company guidance) The widened EPS ranges for 2025 highlight management's caution around operating conditions and execution, even as the business maintains visibility on near term profitability (company guidance) Valuation Changes Fair Value: Unchanged at approximately ZAR 136.69 per share, indicating no material shift in the intrinsic value estimate.
Anlatı Güncellemesi Nov 21

SPP: Improved Margin Outlook Will Drive Renewed Share Price Optimism

Analysts have slightly lowered their fair value estimate for SPAR Group from $137.08 to $136.69, citing moderated revenue growth but improved profit margin expectations. Valuation Changes The Fair Value Estimate was reduced slightly from ZAR137.08 to ZAR136.69.
Anlatı Güncellemesi Nov 01

SPP: Operational Efficiencies And company2U Expansion Will Strengthen Future Performance

Narrative Update on SPAR Group Analysts have maintained their price target for SPAR Group at $137.08 per share. They cite consistent revenue growth estimates and stable profit margin expectations as supporting factors behind the unchanged outlook.
Anlatı Güncellemesi Oct 18

Operational Efficiencies And company2U Expansion Will Strengthen Future Performance

Analysts have maintained their price target for SPAR Group at $137.08. They cited minimal recent shifts in revenue growth, profit margin, and discount rate assumptions.
Anlatı Güncellemesi Oct 03

Operational Efficiencies And company2U Expansion Will Strengthen Future Performance

Analysts have lowered their price target for SPAR Group from $144.42 to $137.08. They cite modestly reduced expectations for revenue growth, even though there is a slight improvement in projected profit margins.
Analiz Makalesi Sep 04

SPAR Group (JSE:SPP) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analiz Makalesi Jun 12

Solid Earnings Reflect SPAR Group's (JSE:SPP) Strength As A Business

Even though The SPAR Group Ltd's ( JSE:SPP ) recent earnings release was robust, the market didn't seem to notice. Our...
Analiz Makalesi Jun 11

What Does The Future Hold For The SPAR Group Ltd (JSE:SPP)? These Analysts Have Been Cutting Their Estimates

Market forces rained on the parade of The SPAR Group Ltd ( JSE:SPP ) shareholders today, when the analysts downgraded...
Analiz Makalesi May 03

The SPAR Group Ltd (JSE:SPP) Not Lagging Market On Growth Or Pricing

With a price-to-earnings (or "P/E") ratio of 13.7x The SPAR Group Ltd ( JSE:SPP ) may be sending very bearish signals...
Analiz Makalesi Apr 04

Here's What's Concerning About SPAR Group's (JSE:SPP) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
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Yeni Anlatı Mar 14

Operational Efficiencies And company2U Expansion Will Strengthen Future Performance

Enhancements in operational efficiencies and strategic exits are geared towards better margins and increased investor confidence through improved financial metrics.
Analiz Makalesi Feb 08

Is SPAR Group (JSE:SPP) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

CEO Tazminat Analizi

Moegamat Isaacs'un ücretlendirmesi SPAR Group'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 27 2026n/an/a

R343m

Dec 27 2025n/an/a

R582m

Sep 26 2025R15mR8m

R820m

Tazminat ve Piyasa: Moegamat 'ın toplam tazminatı ($USD 931.41K ) ZA pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 1.16M ).

Tazminat ve Kazançlar: Moegamat şirketinin tazminatını şirket performansıyla karşılaştırmak için yeterli veri yok.


CEO

Moegamat Isaacs (57 yo)

less than a year
Görev süresi
R15,383,964
Tazminat

Mr. Moegamat Reeza Isaacs, BCom, CA(SA) has been Group Chief Executive Officer of The SPAR Group Ltd since March 1, 2026 and as its Executive Director since January 1, 2025. He was Group Chief Financial Of...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Moegamat Isaacs
Group CEO & Executive Directorless than a yearR15.38mVeri yok
Megan Pydigadu
Group CFO & Executive Directorless than a yearR14.75mVeri yok
Zihle Nonganga
Group Executive: Investor Relations & Communicationsno dataVeri yokVeri yok
Mike Prentice
Group Marketing Executive19.5yrsVeri yokVeri yok
Thulisile Tabudi
Group Human Resources Executive18.7yrsVeri yokVeri yok
Robert Philipson
Chief Executive Officer of Switzerland & Poland20.5yrsVeri yokVeri yok
Desmond Borrageiro
Managing Director of SPAR South Rand Division14.5yrsVeri yokVeri yok
Leo Crawford
Chief Executive Officer of Ireland & South West Englandno dataVeri yokVeri yok
Jeremy Colin Nicol
Managing Director of S Buys Divisionno dataVeri yokVeri yok
Max Oliva
Chief Executive Officer of Southern Africano dataVeri yokVeri yok
Rob Lister
Managing Director of Build IT Division6.8yrsVeri yokVeri yok
Martin Webber
Managing Director SPAR Lowveld Division7.3yrsVeri yokVeri yok
10.9yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş

Deneyimli Yönetim: SPP 'un yönetim ekibi deneyimli ve deneyimlidir ( 10.9 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Moegamat Isaacs
Group CEO & Executive Director1.5yrsR15.38mVeri yok
Megan Pydigadu
Group CFO & Executive Director2.7yrsR14.75mVeri yok
Elizabeth Botha
Independent Non-Executive Director2.4yrsR1.24mVeri yok
Michael Bosman
Independent Non-Executive Chairman3.6yrsR5.72mVeri yok
Shirley Zinn
Independent Deputy Chairperson3.5yrsR1.64mVeri yok
Pedro Manuel da Silva
Independent Non-Executive Director3.5yrsR1.66mVeri yok
Olufunke Ighodaro
Independent Non-Executive Director2.4yrsR1.74mVeri yok
Lwazi Koyana
Independent Non-Executive Director7.2yrsR1.28mVeri yok
Sundeep Naran
Independent Non-Executive Director4.4yrsR1.31mVeri yok
Marie Jamieson
Independent Non-Executive Director2.4yrsR792.00kVeri yok
3.1yrs
Ortalama Görev Süresi
60.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: SPP 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/19 12:17
Gün Sonu Hisse Fiyatı2026/07/17 00:00
Kazançlar2026/03/27
Yıllık Kazançlar2025/09/26

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

The SPAR Group Ltd 16 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Darren CohnAbsa Bank Limited
Victor DimaArqaam Capital Research Offshore S.A.L.
Michael de NobregaAvior Capital Markets