Obermatt

Foschini

JNB:TFG · ZAE000148466
Specialty RetailLarge

360

28
EV / EBIT80
Price / Owner Earnings15
Owner Earnings Yield39
Dividend Yield73
Price/Sales81
EV / Gross Profit63
Price/Book85
Return on Capital55
Cash Return on Capital29
Return on Equity39
EBIT Margin60
Gross Profitability31
Cash Conversion88
Accruals64
Owner Earnings Margin35
Sales growth42
Profit Growth56
Long-Term EPS Growth59
Owner Earnings Growth9
Reinvestment43
Price momentum6
Debt load25
Refinancing84
Debt Payback12
Liquidity32
Analyst ratings32
Opinion Changes50
Price Target Upside70
Market mood55
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

Foschini 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
Founded1937
Employees6,534
ISINZAE000148466
Last UpdateApr 2, 2026
Themes
LifestyleFast-Moving Consumer GoodsE-CommerceInformation TechnologyInternetRetail

Description

The Foschini Group Limited, operates as a leading fashion retailer in South Africa and offers an extensive range of clothing, jewelry, beauty, and homeware. With a commitment to customer satisfaction and high brand equity, the company is dedicated to…

Analysis

Middle-of-the-road

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

The price is expensive. You pay 37.2× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 15% yearly growth; analysts expect 8%. The gap between price and consensus is worth watching: demanding expectations.

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

What to watch: Some accounting patterns deserve a closer look. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
56
2023202420252026

All-time high

93

Jan 2023

All-time low

47

Mar 2026

Average rank

68

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
81
47
63
51
Price/Earnings
67
60
77
81
Price/Book
85
69
81
77
Dividend Yield
73
59
51
87
Value (overall)
94
63
61
87

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 →