Page 179 - Profile's Stock Exchange Handbook - 2025 Issue 1

Profile’s Stock Exchange Handbook: 2025 – Issue 1 JSE – REM
REMGRO Forecast Data REMGRO Analysis Data
Market Cap at 6 Dec 2024: R84 341m VALUATION DATA
Shares in issue: 529 217 007 Jun 24 Jun 23 Jun 22 Jun 21 Jun 20
Final Final Final(rst) Final Final
REM Price(c) at 6 Dec 2024: 15 937
MrktCap (Rm) 75 520 82 146 71 817 63 823 55 640
REM Hi/Lo Price(c) (24 Mnths): 16 248/11 681 Pct chng - 8.1 14.4 12.5 14.7 - 26.7
REM P/E at 6 Dec 2024: 15.66 P/E at prd end 14.54 14.82 15.19 353.70 10.43
Hi/Lo REM P/E (18 Mnths): 16.26/11.64 Tr 5 yr avg 81.73 81.42 81.38 81.64 14.19
Hi/Lo Index P/E (18 Mnths): 18.51/8.61 Index prd end P/E 11.65 15.26 9.90 8.99 - 24.69
REM Volatility (36 Mnths): 6.84 Tr 5 yr avg 4.22 5.79 8.19 19.34 19.11
HEPS DPS (ZARc) NAV (ZAR/cps)
CONSENSUS 1200 21000
VIEW:
960 16800
HOLD
BUY HOLD SELL 720 12600
480 8400
EARNINGS FORECASTS Jun 25 F Jun 26 F Jun 27 F
240 4200
HEPS HEPS HEPS
Number of contributors 7 4 1 0 Jun 20 Jun 21 Jun 22 Jun 23 Jun 24 0 Jun 20 Jun 21 Jun 22 Jun 23 Jun 24
High estimate 1 635.0 2 006.0 1 378.3
Low estimate 1 235.5 1 304.3 1 378.3 MORE RATIOS AND STATS (Finals only)
Standard deviation 121.8 261.0 - Jun 24 Jun 23 Jun 22 Jun 21 Jun 20
Final Final Final(rst) Final Final
Profile Media Consensus 1 427.1 1 648.1 1 378.3
Sales/Share(c) 9 089.00 8 556.00 7 419.00 11 646.00 9 687.00
Pct change prev year 40.2% 15.5% - 16.4% Pct chng 6.2 15.3 - 36.3 20.2 - 3.8
Prospective P/E 11.2 9.7 11.6 Tr 5 yr avg 9 280.00 9 476.00 8 863.00 8 376.00 7 103.00
Fwd price: hi REM P/E, hi est 26590 32623 22414 Price/Sales ps 1.50 1.72 1.72 0.96 1.01
Fwd price: hi REM P/E, lo est 20092 21212 22414 Price/NAV 0.67 0.71 0.73 0.74 0.65
Price/CashFlow 24.09 58.47 10.14 11.93 30.01
Fwd price: lo REM P/E, hi est 19031 23349 16043
Tr 3 yr avg TotRet 8.44 15.60 0.08 - 6.05 - 11.08
Fwd price: lo REM P/E, lo est 14381 15182 16043 Tr 5 yr avg TotRet 2.02 2.08 - 1.48 - 6.99 - 9.43
Volatility 7.1 6.3 7.7 7.2 6.9
DIVIDEND FORECASTS Jun 25 F Jun 26 F Jun 27 F
DPS DPS DPS
Risk / Return Profile PEG inverse: 1.33
Number of contributors 4 3 1
110 30
High estimate 408.4 336.0 344.6 PEG = 1
Low estimate 260.0 295.4 344.6
Standard deviation 56.9 17.3 - 3Yr Compound Return 45 5 Yr Average HEPS Growth
Profile Media Consensus 314.6 319.2 344.6
Pct change prev year 19.2% 1.5% 8.0%
Prospective DY 2.0% 2.0% 2.2% -20 0
0 10 20 0 30
Volatility P/E
Historical PE Range
HISTORICAL SHARE PRICE PERFORMANCE DATA
Annualised returns with divs reinvested to 30 Nov 24
p.a. Return Grwth in Annualised Volatility
R1000 Inflation
97.66 Avg High 1 Yr 6.32% 1 063 2.84% 7.8
50.00 Average
13.71 Avg Low 2 Yr 4.82% 1 099 4.17% 6.9
2020 2021 2022 2023 2024
3 Yr 8.37% 1 273 5.25% 6.9
5 Yr 3.51% 1 188 4.86% 7.5
Lo PE Lo Lo PE Hi Hi PE Lo Hi PE Hi
REMGRO P/E 7 Yr 1.82% 1 135 4.72% 7.1
Est Est Est Est
30.07 33000 10 Yrs 0.13% 1 013 4.90% 6.8
26.43 28600
22.79 24200 Total Return Index for REMGRO TRI Price
19.15 19800 20
Percentage growthincluding dividends -10
15.51 15400 10
11.87 11000 0
| 2022 | 2023 | 2024 | 2025 | 2026 |
Forecast HEPS Growth Forecast DPS Growth -20
-30
1700 350
15.5% 8.0% -40 | 2020 | 2021 | 2022 | 2023 | 2024
19.2% 1.5%
1360 40.2% -16.4% 280
1020 210
680 140
340 70
0 0
2024 2025 2026 2027 2024 2025 2026 2027
Actual Actual
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