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South African (JSE) Specialty Stores Industry Analysis
UpdatedOct 30, 2023
DataAggregated Company Financials
Companies14
- 7D2.8%
- 3M-7.5%
- 1Y-16.3%
- YTD-10.0%
Over the last 7 days, the Specialty Stores industry has risen 2.8%, driven by gains from Pepkor Holdings of 3.5%. In the past year, the industry is down 16%. As for the next few years, earnings are expected to grow by 4.1% per annum.
Industry Valuation and Performance
Has the South African Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Oct 2023 | R204.1b | R399.9b | R23.1b | 7.1x | 8.8x | 0.5x |
| Wed, 27 Sep 2023 | R208.8b | R399.4b | R23.1b | 6.8x | 9x | 0.5x |
| Fri, 25 Aug 2023 | R208.8b | R382.8b | R23.4b | 7.1x | 8.9x | 0.5x |
| Sun, 23 Jul 2023 | R204.4b | R382.9b | R23.4b | 7x | 8.7x | 0.5x |
| Tue, 20 Jun 2023 | R203.2b | R378.9b | R23.8b | 7x | 8.5x | 0.5x |
| Thu, 18 May 2023 | R186.7b | R373.1b | R24.5b | 6.4x | 7.6x | 0.5x |
| Sat, 15 Apr 2023 | R211.7b | R372.3b | R24.5b | 7x | 8.6x | 0.6x |
| Mon, 13 Mar 2023 | R207.6b | R369.5b | R24.2b | 7.4x | 8.6x | 0.6x |
| Wed, 08 Feb 2023 | R233.9b | R354.6b | R24.0b | 8.1x | 9.7x | 0.7x |
| Fri, 06 Jan 2023 | R226.0b | R354.6b | R24.0b | 7x | 9.4x | 0.6x |
| Sun, 04 Dec 2022 | R225.7b | R354.4b | R24.0b | 6.6x | 9.4x | 0.6x |
| Tue, 01 Nov 2022 | R240.4b | R346.4b | R22.9b | 6.6x | 10.5x | 0.7x |
| Thu, 29 Sep 2022 | R242.4b | R345.7b | R22.8b | 7.4x | 10.6x | 0.7x |
| Sat, 27 Aug 2022 | R245.7b | R335.9b | R21.3b | 8.7x | 11.5x | 0.7x |
| Mon, 25 Jul 2022 | R233.8b | R335.9b | R21.3b | 8.3x | 11x | 0.7x |
| Wed, 22 Jun 2022 | R249.7b | R335.9b | R21.3b | 8.3x | 11.7x | 0.7x |
| Fri, 20 May 2022 | R249.0b | R328.4b | R16.1b | 8.1x | 15.4x | 0.8x |
| Sun, 17 Apr 2022 | R265.7b | R327.8b | R16.1b | 8.4x | 16.5x | 0.8x |
| Tue, 15 Mar 2022 | R254.4b | R327.6b | R16.0b | 9.6x | 15.9x | 0.8x |
| Thu, 10 Feb 2022 | R267.0b | R326.1b | R15.0b | 10.9x | 17.8x | 0.8x |
| Sat, 08 Jan 2022 | R260.9b | R326.1b | R14.9b | 10.8x | 17.5x | 0.8x |
| Mon, 06 Dec 2021 | R259.6b | R326.1b | R14.9b | 10.2x | 17.4x | 0.8x |
| Wed, 03 Nov 2021 | R272.5b | R305.0b | R7.2b | 8.9x | 38x | 0.9x |
| Fri, 01 Oct 2021 | R260.6b | R303.0b | R6.9b | 11.2x | 37.8x | 0.9x |
| Sun, 29 Aug 2021 | R272.9b | R303.0b | R6.9b | 10.2x | 39.6x | 0.9x |
| Mon, 05 Jul 2021 | R263.3b | R303.0b | R6.9b | 10.6x | 38.2x | 0.9x |
| Thu, 08 Apr 2021 | R226.7b | R292.9b | R3.5b | 13.1x | 63.9x | 0.8x |
| Sun, 10 Jan 2021 | R188.7b | R280.4b | R1.3b | 11.9x | 147.8x | 0.7x |
Price to Earnings Ratio
69.8x
Current Industry PE
- Investors are pessimistic on the South African Specialty Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 8.8x which is lower than its 3-year average PE of 33.9x.
- The industry is trading close to its 3-year average PS ratio of 0.70x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 118% per year over the last three years.
- Revenues for these companies have grown 13% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the South African Consumer Discretionary industry?
| ZA Market | -1.18% | |
| Consumer Discretionary | 0.88% | |
| Specialty Stores | 2.83% | |
| Apparel Retail | 3.70% | |
| Home Improvement Retail | 2.52% | |
| Computer and Electronics Retail | 0% | |
| Specialty Stores | 0% | |
| Automotive Retail | -0.92% | |
| Home Furnishing Retail | -1.15% | |
Industry PE
- Investors are most optimistic about the Home Improvement Retail industry, which is trading close to its 3-year average PE ratio of 11.0x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Automotive Retail industry, which is trading below its 3-year average of 15.9x.
Forecasted Growth
- Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 9.5% over the next 5 years.
- This is better than its past earnings growth rate of 1.9% per year.
- In contrast, the Apparel Retail industry is expected to see its earnings grow by 3.2% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PPH Pepkor Holdings | R17.02 | 4.2% +R2.5b | -24.9% | PE10.8x | |
| TRU Truworths International | R73.15 | 2.3% +R609.3m | 40.0% | PE8.2x | |
| TFG Foschini Group | R98.19 | 1.9% +R590.0m | -14.6% | PE10.5x | |
| CSB Cashbuild | R150.00 | 2.8% +R86.9m | -21.9% | PE31.4x | |
| CMH Combined Motor Holdings | R26.99 | 1.8% +R36.7m | -3.3% | PE4.9x |