Loading...
PPH logo

Pepkor Holdings LimitedJSE:PPH Stock Report

Market Cap R78.8b
Share Price
R21.35
R29.79
28.3% undervalued intrinsic discount
1Y-23.1%
7D3.4%
1D
Portfolio Value
View

Pepkor Holdings Limited

JSE:PPH Stock Report

Market Cap: R78.8b

Pepkor Holdings (PPH) Stock Overview

Operates as a retailer in Angola, Botswana, Brazil, Eswatini, Lesotho, Malawi, Mozambique, Namibia, South Africa, and Zambia. More details

PPH fundamental analysis
Snowflake Score
Valuation2/6
Future Growth2/6
Past Performance5/6
Financial Health5/6
Dividends2/6

PPH Community Fair Values

Create Narrative

See what 39 others think this stock is worth. Follow their fair value or set your own to get alerts.

Pepkor Holdings Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Pepkor Holdings
Historical stock prices
Current Share PriceR21.35
52 Week HighR28.50
52 Week LowR20.50
Beta0.34
1 Month Change-5.03%
3 Month Change-10.71%
1 Year Change-23.06%
3 Year Change27.46%
5 Year Change2.15%
Change since IPO-0.79%

Recent News & Updates

Narrative Update Jun 05

PPH: Retail Platform Customer Scale Will Support Future Cash Flow Upside

Pepkor Holdings' analyst price target has shifted from ZAR31.33 to ZAR29.79, as analysts update their views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Pepkor Holdings has scheduled an Analyst/Investor Day to provide deeper insight into its retail powered consumer platform, which serves the needs of more than 32 million known customers across southern Africa and beyond.
Narrative Update May 13

PPH: Retail Platform Customer Scale Will Support Future Upside Potential

Analysts have kept their ZAR price target for Pepkor Holdings broadly in line with prior estimates, with a refreshed fair value of ZAR31.33 supported by slightly lower assumed discount rates and a modestly reduced forward P/E multiple. What's in the News Pepkor Holdings plans an Analyst and Investor Day focused on its retail powered consumer platform, highlighting how the business serves more than 32,000,000 known customers across southern Africa and beyond (Key Developments).

Recent updates

Narrative Update Jun 05

PPH: Retail Platform Customer Scale Will Support Future Cash Flow Upside

Pepkor Holdings' analyst price target has shifted from ZAR31.33 to ZAR29.79, as analysts update their views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Pepkor Holdings has scheduled an Analyst/Investor Day to provide deeper insight into its retail powered consumer platform, which serves the needs of more than 32 million known customers across southern Africa and beyond.
Narrative Update May 13

PPH: Retail Platform Customer Scale Will Support Future Upside Potential

Analysts have kept their ZAR price target for Pepkor Holdings broadly in line with prior estimates, with a refreshed fair value of ZAR31.33 supported by slightly lower assumed discount rates and a modestly reduced forward P/E multiple. What's in the News Pepkor Holdings plans an Analyst and Investor Day focused on its retail powered consumer platform, highlighting how the business serves more than 32,000,000 known customers across southern Africa and beyond (Key Developments).
Narrative Update Apr 26

PPH: Retail Platform Scale And Customer Data Will Drive Future Upside

The consensus analyst price target for Pepkor Holdings has been adjusted slightly to ZAR31.33 from ZAR31.61. Analysts attribute the revision to small changes in fair value estimates, the discount rate, revenue growth assumptions and forward P/E expectations.
Narrative Update Apr 10

PPH: Retail Platform Expansion And Acquisitions Will Drive Stronger Momentum

Analysts have trimmed their fair value estimate for Pepkor Holdings slightly from ZAR31.74 to ZAR31.61. The change reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations.
Narrative Update Nov 27

PPH: Upgraded Buy Rating And Cost Controls Will Drive Stronger Momentum

The analyst price target for Pepkor Holdings has been revised down from R32.76 to R31.74. Analysts cite changes in profit margin assumptions and recent research highlighting improved sentiment, which is reflected in a Buy rating upgrade.
Narrative Update Nov 12

PPH: Lower Discount Rate Will Likely Support Upside Momentum Ahead

The analyst price target for Pepkor Holdings has risen modestly from R32.25 to R32.76, as analysts cite improved revenue growth estimates and a lower discount rate, which supports a more favorable outlook. Analyst Commentary Bullish Takeaways Bullish analysts note that improved revenue growth estimates have contributed to upward adjustments in the target price.
User avatar
New Narrative Dec 11

FinTech Innovations And Choice Clothing Acquisition To Boost Global Revenue Growth

Acquisitions and aggressive expansion plans could drive revenue growth through improved market presence and increased penetration across new territories and cellular formats.
Analysis Article Jan 09

Is Pepkor Holdings (JSE:PPH) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Oct 21

Pepkor Holdings' (JSE:PPH) Returns On Capital Are Heading Higher

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article Jul 22

Investors Will Want Pepkor Holdings' (JSE:PPH) Growth In ROCE To Persist

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article Jun 16

Is Pepkor Holdings (JSE:PPH) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Mar 19

Here’s What’s Happening With Returns At Pepkor Holdings (JSE:PPH)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article Feb 11

These 4 Measures Indicate That Pepkor Holdings (JSE:PPH) Is Using Debt Extensively

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Jan 20

What Can We Conclude About Pepkor Holdings' (JSE:PPH) CEO Pay?

Leon Lourens has been the CEO of Pepkor Holdings Limited ( JSE:PPH ) since 2017, and this article will examine the...
Analysis Article Dec 28

Would Shareholders Who Purchased Pepkor Holdings' (JSE:SRR) Stock Year Be Happy With The Share price Today?

While it may not be enough for some shareholders, we think it is good to see the Pepkor Holdings Limited ( JSE:SRR...
Analysis Article Dec 06

Should You Use Pepkor Holdings's (JSE:SRR) Statutory Earnings To Analyse It?

As a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...
Analysis Article Nov 17

Pepkor Holdings Limited's (JSE:PPH) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?

Most readers would already be aware that Pepkor Holdings' (JSE:PPH) stock increased significantly by 29% over the past...

Shareholder Returns

PPHZA Specialty RetailZA Market
7D3.4%5.6%-2.0%
1Y-23.1%-24.9%12.1%

Return vs Industry: PPH matched the ZA Specialty Retail industry which returned -24.9% over the past year.

Return vs Market: PPH underperformed the ZA Market which returned 12.1% over the past year.

Price Volatility

Is PPH's price volatile compared to industry and market?
PPH volatility
PPH Average Weekly Movement4.6%
Specialty Retail Industry Average Movement4.7%
Market Average Movement5.0%
10% most volatile stocks in ZA Market10.5%
10% least volatile stocks in ZA Market3.1%

Stable Share Price: PPH has not had significant price volatility in the past 3 months compared to the ZA market.

Volatility Over Time: PPH's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1901n/aPieter Erasmuspepkor.co.za

Pepkor Holdings Limited, together with its subsidiaries, operates as a retailer in Angola, Botswana, Brazil, Eswatini, Lesotho, Malawi, Mozambique, Namibia, South Africa, and Zambia. The company offers discount, value, and specialized goods, as well as retail clothing, general merchandise, footwear, household goods, furniture, appliances, consumer electronics, and cellular products and services. It also provides financial and fintech services, including credit, lending, insurance, and connectivity options.

Pepkor Holdings Limited Fundamentals Summary

How do Pepkor Holdings's earnings and revenue compare to its market cap?
PPH fundamental statistics
Market capR78.78b
Earnings (TTM)R6.02b
Revenue (TTM)R101.73b
13.1x
P/E Ratio
0.8x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
PPH income statement (TTM)
RevenueR101.73b
Cost of RevenueR60.35b
Gross ProfitR41.39b
Other ExpensesR35.36b
EarningsR6.02b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)1.63
Gross Margin40.68%
Net Profit Margin5.92%
Debt/Equity Ratio31.9%

How did PPH perform over the long term?

See historical performance and comparison

Dividends

2.5%
Current Dividend Yield
32%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/09 14:07
End of Day Share Price 2026/06/08 00:00
Earnings2026/03/31
Annual Earnings2025/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Pepkor Holdings Limited is covered by 16 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Darren CohnAbsa Bank Limited
Sa'ad ChothiaArqaam Capital Research Offshore S.A.L.
Michael JacksArqaam Capital Research Offshore S.A.L.