Obermatt

Bidvest

JNB:BVT · ZAE000117321
Industrial ConglomeratesX-Large

360

75
EV / EBIT70
Price / Owner Earnings39
Owner Earnings Yield68
Dividend Yield89
Price/Sales80
EV / Gross Profit64
Price/Book44
Return on Capital86
Cash Return on Capital72
Return on Equity92
EBIT Margin35
Gross Profitability85
Cash Conversion57
Accruals26
Owner Earnings Margin52
Sales growth32
Profit Growth77
Long-Term EPS Growth67
Owner Earnings Growth58
Reinvestment33
Price momentum48
Debt load31
Refinancing49
Debt Payback48
Liquidity53
Analyst ratings40
Opinion Changes50
Price Target Upside54
Market mood47
Value Creation12/20creating 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

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

Profile

CountrySouth Africa
IndustryIndustrial Conglomerates
SizeX-Large
TypePublic Company
ExchangeJSE
Employees250
ISINZAE000117321
Last UpdateApr 2, 2026
Themes
Packaging ServicesIndustrial AutomationFreight ServiceBusiness TravelFinancial ServicesLending and InvestmentsManufacturingTransportation

Description

The Bidvest Group Limited engages in services, trading, and distribution businesses. Business Segments The company operates through Adcock Ingram, Bidvest Automotive, Bidvest Commercial Products, Bidvest Financial Services, Bidvest Freight, Bidvest…

Analysis

Middle-of-the-road

The Bidvest Group Limited is a middle-of-the-road business: neither the economics nor the price stand out from the peer group. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is attractive. You pay 14.2× 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 2% yearly growth; analysts expect 7%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is adequate. The company scores 12/20 on our value-creation score: creating some value.

What to watch: The financial cushion is thinner than comfortable. 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
60
2023202420252026

All-time high

63

Feb 2026

All-time low

6

Jan 2024

Average rank

39

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
80
69
72
75
Price/Earnings
52
68
71
68
Price/Book
44
56
43
47
Dividend Yield
89
90
84
82
Value (overall)
78
82
69
67

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 →