Obermatt

Super

JNB:SPG · ZAE000161832
Specialty RetailLarge

360

99
EV / EBIT97
Price / Owner Earnings63
Owner Earnings Yield100
Dividend Yield68
Price/Sales90
EV / Gross Profit66
Price/Book97
Return on Capital53
Cash Return on Capital98
Return on Equity37
EBIT Margin65
Gross Profitability15
Cash Conversion20
Accruals41
Owner Earnings Margin98
Sales growth19
Profit Growth40
Long-Term EPS Growth90
Owner Earnings Growth39
Reinvestment14
Price momentum82
Debt load50
Refinancing38
Debt Payback84
Liquidity21
Analyst ratings27
Opinion Changes50
Price Target Upside28
Market mood56
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Super clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountrySouth Africa
IndustrySpecialty Retail
SizeLarge
TypePublic Company
ExchangeJSE
Founded1943
Employees628
ISINZAE000161832
Last UpdateApr 2, 2026
Themes
Freight ServiceGPSFleet ManagementCourier ServiceLogisticsSupply Chain Management

Description

Super Group Limited operates in the logistics and supply chain sector specializing in providing integrated solutions. The company operates in diverse sectors offering a broad range of services that encompass vehicle retailing, fleet management, logis…

Analysis

Middle-of-the-road

Super Group Limited is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is attractive. You pay 1.6× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly -35% yearly growth; analysts expect 16%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is sturdy. The company scores 10/20 on our value-creation score: creating some value.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
37
2023202420252026

All-time high

98

Aug 2023

All-time low

37

Jun 2026

Average rank

60

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
90
87
93
79
Price/Earnings
89
93
95
95
Price/Book
97
97
100
95
Dividend Yield
68
42
58
56
Value (overall)
96
85
97
93

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →