Rows are ordered partly by extraction health (share of stable periods). Hover a row for OK / partial / error counts.
| Company | Country | Sector | Value / upside | Div. % | FCF Yield LTM | Δ revenue (NII for banks) | Δ EBITDA (assets for financials) | EV/EBITDA LTM | P/E LTM | P/B FY | ROE (ann.) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pick n Pay Stores ZA_PIK | ZA | Retail (grocery) | +98% | — | 43.1% | 3.4% | 99.7% | 2.3x | — | 1.5x | -7.2% |
| MTN Group ZA_MTN | ZA | Telecom | +52% | 2.2% | 8.6% | 20.6% | 39.5% | 4.3x | 20.4x | 2.8x | 15.1% |
| Remgro ZA_REM | ZA | Investment holding | +44% | 3.2% | 5.1% | 1.1% | 190.0% | 23.7x | 33.0x | 0.9x | 8.5% |
| Kumba Iron Ore ZA_KIO | ZA | Iron ore | +41% | 11.2% | 18.7% | 2.3% | 13.8% | 2.5x | 6.2x | 1.7x | 27.1% |
| Naspers ZA_NPN | ZA | Internet / Media holding | +35% | 0.6% | 4.2% | 51.1% | 178.1% | 46.8x | 1.9x | 1.4x | 21.9% |
| Vodacom Group ZA_VOD | ZA | Telecom | +32% | 4.8% | 11.1% | 10.1% | 16.5% | 1.5x | 4.2x | 3.2x | 22.4% |
| Telkom SA ZA_TKG | ZA | Telecom | +23% | 9.8% | 13.1% | 1.4% | 4.1% | 0.4x | 9.1x | 0.7x | 10.2% |
| Mr Price Group ZA_MRP | ZA | Retail (apparel) | +20% | 5.0% | 14.7% | 4.1% | 4.9% | 1.3x | 3.4x | 3.2x | 26.6% |
| Shoprite Holdings ZA_SHP | ZA | Retail | +17% | 2.8% | 3.5% | 8.9% | 16.6% | 6.4x | 20.5x | 5.2x | 24.4% |
| Old Mutual ZA_OMU | ZA | Insurance | +15% | 6.9% | — | 35.5% | 10.8% | 1.4x | 6.5x | 0.9x | 14.1% |
| AVI Limited ZA_AVI | ZA | Food & consumer | +14% | 6.6% | 4.1% | 1.0% | 7.7% | 8.5x | 13.7x | 6.2x | 55.5% |
| Momentum Group ZA_MTM | ZA | Insurance | +13% | 5.0% | — | 35.6% | 13.7% | 3.1x | 15.9x | 1.6x | 20.3% |
| Absa Group ZA_ABG | ZA | Banks | +13% | 7.3% | — | 5.0% | 8.3% | — | 8.0x | 1.0x | 13.2% |
| Truworths International ZA_TRU | ZA | Retail (apparel) | +12% | 8.7% | 12.9% | 3.2% | 1.9% | 4.8x | 7.7x | 2.0x | 33.9% |
| Standard Bank Group ZA_SBK | ZA | Banks | +10% | 5.2% | — | 6.7% | 10.8% | — | 10.2x | 1.8x | 18.1% |
| Growthpoint Properties ZA_GRT | ZA | Property REIT | +10% | 7.4% | 117.6% | 5.2% | 5.7% | 25.1x | 24.8x | 0.9x | 6.5% |
| FirstRand ZA_FSR | ZA | Banks | +9% | 5.1% | — | 5.0% | 9.3% | — | 12.4x | 2.3x | 19.8% |
| Sanlam ZA_SLM | ZA | Insurance | +8% | 5.3% | — | 21.6% | 14.3% | 5.8x | 11.9x | 1.9x | 15.7% |
| Bidvest Group ZA_BID | ZA | Industrial / Services | +8% | 2.8% | -3.2% | 4.3% | 7.0% | 9.3x | 17.8x | 3.1x | 18.6% |
| Bidvest / Bidcorp ZA_BVT | ZA | Food & services | +7% | 3.9% | 3.3% | 4.9% | 2.9% | 7.2x | 13.6x | 2.2x | 17.2% |
| Nedbank Group ZA_NED | ZA | Banks | +7% | 7.8% | — | 3.2% | 9.9% | — | 13.4x | 1.0x | 7.4% |
| Resilient REIT ZA_RES | ZA | Property REIT | +7% | 6.0% | -0.8% | 7.5% | 7.7% | 18.2x | 5.9x | 1.0x | 18.6% |
| Clicks Group ZA_CLS | ZA | Retail / Pharmacy | +7% | 3.9% | -0.9% | 7.4% | 8.1% | 8.5x | 16.8x | 8.1x | 47.2% |
| Discovery ZA_DSY | ZA | Insurance | +7% | 1.2% | — | -7.3% | 17.1% | 16.5x | 30.3x | 2.7x | 16.6% |
| Redefine Properties ZA_RDF | ZA | Property REIT | +5% | 7.2% | -0.4% | 7.5% | 4.7% | 14.2x | 7.1x | 0.8x | 12.7% |
| OUTsurance Group ZA_OUT | ZA | Insurance | +4% | 4.2% | — | 19.2% | 12.8% | 31.7x | 53.3x | 8.5x | 31.6% |
| Capitec Bank ZA_CPI | ZA | Banks | +3% | 1.7% | — | 19.0% | 10.4% | — | 10.9x | 9.3x | 30.5% |
| Woolworths Holdings ZA_WHL | ZA | Retail | -9% | 3.9% | 1.5% | 3.9% | -6.3% | 6.0x | 18.7x | 4.3x | 28.1% |
| The Foschini Group ZA_TFG | ZA | Retail | -18% | 5.8% | 23.2% | 7.1% | -19.9% | 1.1x | 1.9x | 0.8x | 5.2% |
| Aspen Pharmacare ZA_APN | ZA | Pharma | -21% | 1.3% | -5.5% | -3.0% | -13.7% | 4.2x | 20.8x | 0.8x | 3.5% |
| Gold Fields ZA_GFI | ZA | Gold mining | -21% | 4.2% | 7.7% | 68.2% | 95.8% | 6.0x | 8.7x | 3.7x | 52.3% |
| AngloGold Ashanti ZA_ANG | ZA | Gold mining | -24% | 5.5% | 3.8% | 64.8% | 142.8% | 5.0x | 9.3x | 5.3x | 61.6% |
| Harmony Gold ZA_HAR | ZA | Gold mining | -58% | 2.6% | 6.5% | 19.5% | 39.2% | 33.9x | 88.1x | 3.4x | 38.7% |
| Impala Platinum ZA_IMP | ZA | PGM mining | -68% | 3.1% | 3.5% | -1.1% | -15.3% | 14.7x | 212.1x | 1.8x | 19.3% |
| Anglo American ZA_AGL | ZA | Diversified mining | -86% | 0.5% | 4.2% | 4.5% | 3.4% | 9.3x | — | 2.8x | -19.3% |
| Sappi ZA_SAP | ZA | Paper & pulp | ≤ −100% | — | -171.5% | -1.0% | -465.5% | — | 9.3x | 0.1x | -78.3% |
| African Rainbow Minerals ZA_ARI | ZA | Diversified mining | — | 6.0% | 6.3% | 2.1% | -161.4% | — | 108.4x | 0.6x | 7.7% |
| Exxaro Resources ZA_EXX | ZA | Coal mining | — | 9.2% | 6.9% | 2.6% | -1.4% | 3.6x | 6.2x | 0.8x | 13.8% |
| Life Healthcare ZA_LHC | ZA | Healthcare | — | 27.4% | 17.1% | 6.0% | 4.8% | 5.3x | 4.0x | 1.3x | 13.2% |
| Netcare ZA_NTC | ZA | Healthcare | — | 4.6% | 3.7% | 4.5% | 9.2% | 5.5x | 12.7x | 2.0x | 16.3% |
| The SPAR Group ZA_SPP | ZA | Retail (grocery) | — | — | 37.3% | 0.4% | -14.8% | 3.6x | — | 1.7x | 5.5% |
| Sasol ZA_SOL | ZA | Energy / Chemicals | — | — | 12.9% | -9.5% | -14.1% | 3.1x | 14.9x | 0.7x | 0.3% |
| Sibanye-Stillwater ZA_SSW | ZA | Gold & PGM mining | — | 3.6% | 1.1% | 15.6% | 175.5% | 3.7x | — | 2.6x | -12.4% |
| Tiger Brands ZA_TBS | ZA | Food producer | — | 15.0% | -0.5% | 2.7% | 23.6% | 9.5x | 11.5x | 2.6x | 23.5% |