End-of-day quote
Johannesburg S.E.
06:00:00 2024-04-25 pm EDT
|
5-day change
|
1st Jan Change
|
248.5
ZAR
|
+3.10%
|
|
+7.32%
|
-9.66%
|
Fiscal Period: Juli |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
87,562
|
59,663
|
85,781
|
106,892
|
122,464
|
135,170
|
-
|
-
|
Enterprise Value (EV)
1 |
95,685
|
61,653
|
112,053
|
138,060
|
154,660
|
174,024
|
176,179
|
178,191
|
P/E ratio
|
20.6
x
|
17.8
x
|
18.3
x
|
18.9
x
|
20.9
x
|
19.9
x
|
17.7
x
|
15.4
x
|
Yield
|
2.02%
|
3.55%
|
3.5%
|
3.06%
|
2.94%
|
2.88%
|
3.23%
|
3.69%
|
Capitalization / Revenue
|
0.58
x
|
0.38
x
|
0.51
x
|
0.58
x
|
0.56
x
|
0.56
x
|
0.52
x
|
0.47
x
|
EV / Revenue
|
0.64
x
|
0.39
x
|
0.67
x
|
0.75
x
|
0.7
x
|
0.72
x
|
0.67
x
|
0.63
x
|
EV / EBITDA
|
10.1
x
|
4.82
x
|
7.42
x
|
8.31
x
|
8.23
x
|
8.46
x
|
7.82
x
|
7.18
x
|
EV / FCF
|
-329
x
|
7.93
x
|
23.5
x
|
106
x
|
49.5
x
|
94.3
x
|
72.1
x
|
30.8
x
|
FCF Yield
|
-0.3%
|
12.6%
|
4.25%
|
0.95%
|
2.02%
|
1.06%
|
1.39%
|
3.25%
|
Price to Book
|
3.35
x
|
3.1
x
|
4.02
x
|
4.17
x
|
4.69
x
|
4.65
x
|
4.15
x
|
3.71
x
|
Nbr of stocks (in thousands)
|
554,329
|
552,643
|
551,432
|
545,117
|
542,839
|
544,011
|
-
|
-
|
Reference price
2 |
158.0
|
108.0
|
155.6
|
196.1
|
225.6
|
248.5
|
248.5
|
248.5
|
Announcement Date
|
8/20/19
|
9/8/20
|
9/7/21
|
9/6/22
|
9/5/23
|
-
|
-
|
-
|
Fiscal Period: July |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
150,395
|
156,855
|
168,030
|
184,078
|
219,530
|
240,152
|
261,738
|
284,930
|
EBITDA
1 |
9,516
|
12,782
|
15,100
|
16,623
|
18,800
|
20,567
|
22,520
|
24,804
|
EBIT
1 |
6,876
|
7,751
|
9,664
|
11,030
|
11,916
|
13,280
|
14,706
|
16,513
|
Operating Margin
|
4.57%
|
4.94%
|
5.75%
|
5.99%
|
5.43%
|
5.53%
|
5.62%
|
5.8%
|
Earnings before Tax (EBT)
1 |
6,339
|
5,246
|
6,957
|
8,286
|
9,132
|
10,274
|
11,453
|
13,056
|
Net income
1 |
4,260
|
3,356
|
4,698
|
5,701
|
5,886
|
6,788
|
7,594
|
8,773
|
Net margin
|
2.83%
|
2.14%
|
2.8%
|
3.1%
|
2.68%
|
2.83%
|
2.9%
|
3.08%
|
EPS
2 |
7.673
|
6.060
|
8.482
|
10.40
|
10.78
|
12.46
|
14.04
|
16.13
|
Free Cash Flow
1 |
-291
|
7,772
|
4,765
|
1,305
|
3,122
|
1,845
|
2,442
|
5,788
|
FCF margin
|
-0.19%
|
4.95%
|
2.84%
|
0.71%
|
1.42%
|
0.77%
|
0.93%
|
2.03%
|
FCF Conversion (EBITDA)
|
-
|
60.8%
|
31.56%
|
7.85%
|
16.61%
|
8.97%
|
10.84%
|
23.34%
|
FCF Conversion (Net income)
|
-
|
231.59%
|
101.43%
|
22.89%
|
53.04%
|
27.18%
|
32.16%
|
65.98%
|
Dividend per Share
2 |
3.190
|
3.830
|
5.440
|
6.000
|
6.630
|
7.149
|
8.027
|
9.180
|
Announcement Date
|
8/20/19
|
9/8/20
|
9/7/21
|
9/6/22
|
9/5/23
|
-
|
-
|
-
|
Fiscal Period: July |
2020 S1
|
2020 S2
|
2021 S1
|
2021 S2
|
2022 S1
|
2024 S1
|
---|
Net sales
1 |
81,150
|
75,705
|
83,430
|
84,600
|
-
|
123,707
|
EBITDA
|
-
|
-
|
-
|
-
|
-
|
-
|
EBIT
|
-
|
-
|
4,427
|
-
|
-
|
-
|
Operating Margin
|
-
|
-
|
5.31%
|
-
|
-
|
-
|
Earnings before Tax (EBT)
|
-
|
-
|
-
|
-
|
-
|
-
|
Net income
1 |
-
|
-
|
-
|
-
|
2,714
|
3,339
|
Net margin
|
-
|
-
|
-
|
-
|
-
|
2.7%
|
EPS
|
-
|
-
|
4.007
|
4.569
|
4.940
|
-
|
Dividend per Share
|
-
|
-
|
-
|
-
|
-
|
-
|
Announcement Date
|
2/25/20
|
9/8/20
|
3/16/21
|
9/7/21
|
3/8/22
|
3/5/24
|
Fiscal Period: July |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
8,123
|
1,990
|
26,272
|
31,168
|
32,196
|
38,853
|
41,008
|
43,021
|
Net Cash position
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Leverage (Debt/EBITDA)
|
0.8536
x
|
0.1557
x
|
1.74
x
|
1.875
x
|
1.713
x
|
1.889
x
|
1.821
x
|
1.734
x
|
Free Cash Flow
1 |
-291
|
7,772
|
4,765
|
1,305
|
3,122
|
1,845
|
2,442
|
5,789
|
ROE (net income / shareholders' equity)
|
15.9%
|
18.2%
|
25.6%
|
24.7%
|
22.8%
|
24.5%
|
24.7%
|
25.2%
|
ROA (Net income/ Total Assets)
|
6.72%
|
4.49%
|
6.6%
|
6.82%
|
6.07%
|
6.25%
|
6.56%
|
6.85%
|
Assets
1 |
63,419
|
74,662
|
71,143
|
83,572
|
96,905
|
108,621
|
115,770
|
128,042
|
Book Value Per Share
2 |
47.20
|
34.80
|
38.70
|
47.00
|
48.10
|
53.50
|
59.90
|
67.00
|
Cash Flow per Share
2 |
8.990
|
19.80
|
14.40
|
12.20
|
18.00
|
16.80
|
22.10
|
21.70
|
Capex
1 |
5,280
|
3,217
|
3,218
|
5,381
|
6,709
|
8,467
|
8,546
|
8,243
|
Capex / Sales
|
3.51%
|
2.05%
|
1.92%
|
2.92%
|
3.06%
|
3.53%
|
3.26%
|
2.89%
|
Announcement Date
|
8/20/19
|
9/8/20
|
9/7/21
|
9/6/22
|
9/5/23
|
-
|
-
|
-
|
Last Close Price
248.5
ZAR Average target price
278
ZAR Spread / Average Target +11.87% Consensus |
1st Jan change
|
Capi.
|
---|
| -9.66% | 7.18B | | -7.21% | 38.45B | | +11.52% | 35.53B | | +9.36% | 33.86B | | +9.52% | 20.2B | | +1.92% | 14.29B | | -17.40% | 12.77B | | -.--% | 11.82B | | +16.48% | 11.85B | | -3.89% | 11.75B |
Supermarkets & Convenience Stores
|