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Lewis Group Limited (LEW.JO)

ZAc9,712.00 -129.00 (-1.31%)
ZA JNB Consumer Cyclical Specialty Retail
Address Universal House 7925
Cape Town, ZA
CEO Johan Enslin
IPO 2004-10-05
ISIN ZAE000058236

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Description

Lewis Group Limited serves as a major retailer, providing an extensive selection of domestic furniture, large appliances, electronic devices, and homeware articles. Its operations span across Southern Africa, encompassing South Africa, Botswana, Lesotho, Eswatini, and Namibia. Within its numerous retail outlets, the company stocks home electronics, audio-visual equipment, and complete furnishing sets for lounge, dining, and bedroom areas, distributed under renowned banners such as Lewis, Best Home and Electric, United Furniture Outlets, Monarch Insurance, and Beares. Furthermore, the group extends microinsurance services to customers who acquire goods on credit. Founded in 1934 and headquartered in Cape Town, South Africa, the enterprise manages a vast network of 819 stores.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
ZAc9,712.00 -129.00 (-1.31%)
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Volume Profile
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Liquidity & share structure
Average Volume
39.9K
Beta
0.41
Float Shares
44.35M
Free Float %
85.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.11% +6.16% +3.65% -2.65% +5.29% -2.05% +6.39% +120.25% +156.78% +83.92% +195.64%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
9,712.00
DCF (Unlevered) 18,677.24 +92.3%
DCF (Levered) 37,368.55 +284.8%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 0% Bullish
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 2 0
Sell 1 0
Strong Sell 0 0
Quality scores
Altman Z-Score
4.79
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A+
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Specialty Retail: +6.4%
    +11.1% Q1'26: +25.8% (vs Q1'24)
  • EPS growth Specialty Retail: +20.6%
    +13.1% Q1'26: +126.5% (vs Q1'24)
  • FCF margin FCF growth · Specialty Retail: +29.3%
    -1.4% Q1'26: +11.4% (vs Q1'24)
  • EBIT margin Specialty Retail: +5.4%
    +13.3% Q1'26: +15.2% (vs Q1'24)
  • ROIC Specialty Retail: +6.5%
    +14.0% Q1'26: +34.0% (vs Q1'24)
  • Share dilution Specialty Retail: +0.1%
    0.0% Q1'26: -2.6% (vs Q1'24)
  • Debt / EBITDA Net debt/EBITDA · Specialty Retail: 0.14×
    1.32× Q1'26: 0.56× (vs Q1'24)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.54) × ERP
WACC = 67% × Ke + 33% × Kd (9.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 18,677.24 Current price: 9,712.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Mar 2015
actual
Mar 2016
actual
Mar 2017
actual
Mar 2018
actual
Mar 2019
actual
Mar 2020
actual
Mar 2021
actual
Mar 2022
actual
Mar 2023
actual
Mar 2024
actual
Mar 2025
actual
Mar 2026
1 Rev. Ana.
1 EPS Ana.
Mar 2027
1 Rev. Ana.
1 EPS Ana.
Mar 2028
1 Rev. Ana.
1 EPS Ana.
Mar 2029
1 Rev. Ana.
1 EPS Ana.
Mar 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
4.38B
est: 5.51B (-20.6%)
4.36B
est: 4.32B (+0.8%)
4.14B
est: 2.62B (+58.1%)
4.20B
est: 5.52B (-24.0%)
4.89B
est: 6.15B (-20.4%)
5.14B
est: 6.67B (-22.9%)
5.45B
est: 7.20B (-24.2%)
5.98B
est: 4.67B (+28.0%)
6.15B
est: 4.52B (+36.2%)
8.18B
est: 4.61B (+77.5%)
9.29B
est: 9.29B (+0.0%)
10.24B
10.24B – 10.24B
+10.2% YoY
10.98B
10.98B – 10.98B
+7.2% YoY
11.74B
11.74B – 11.74B
+7.0% YoY
12.46B
12.46B – 12.46B
+6.1% YoY
13.12B
13.12B – 13.12B
+5.3% YoY
EBITDA
1.16B
est: 922.70M (+25.9%)
900.60M
est: 723.67M (+24.4%)
654.20M
est: 438.43M (+49.2%)
465.20M
est: 924.02M (-49.7%)
612.20M
est: 1.03B (-40.5%)
719.70M
est: 1.12B (-35.6%)
1.01B
est: 1.21B (-15.9%)
1.05B
est: 781.93M (+34.4%)
1.03B
est: 756.14M (+36.5%)
1.12B
est: 771.88M (+45.1%)
1.59B
est: 1.53B (+3.6%)
1.69B
1.69B – 1.69B
+10.2% YoY
1.81B
1.81B – 1.81B
+7.2% YoY
1.94B
1.94B – 1.94B
+7.0% YoY
2.06B
2.06B – 2.06B
+6.1% YoY
2.16B
2.16B – 2.16B
+5.3% YoY
EBIT
1.10B
est: 643.62M (+70.5%)
815.00M
est: 504.79M (+61.5%)
694.90M
est: 305.83M (+127.2%)
379.30M
est: 644.54M (-41.2%)
443.00M
est: 717.85M (-38.3%)
370.80M
est: 779.11M (-52.4%)
709.70M
est: 840.57M (-15.6%)
722.80M
est: 545.43M (+32.5%)
681.20M
est: 527.44M (+29.2%)
751.30M
est: 538.42M (+39.5%)
1.21B
est: 1.09B (+11.0%)
1.20B
1.20B – 1.20B
+10.2% YoY
1.29B
1.29B – 1.29B
+7.2% YoY
1.38B
1.38B – 1.38B
+7.0% YoY
1.46B
1.46B – 1.46B
+6.1% YoY
1.54B
1.54B – 1.54B
+5.3% YoY
Net Income
839.40M
est: 474.70M (+76.8%)
961.50M
est: 396.34M (+142.6%)
358.00M
est: 218.01M (+64.2%)
264.10M
est: 207.15M (+27.5%)
309.50M
est: 173.25M (+78.6%)
182.40M
est: 206.02M (-11.5%)
432.90M
est: 235.66M (+83.7%)
483.10M
est: 411.06M (+17.5%)
411.00M
est: 458.41M (-10.3%)
436.40M
est: 334.66M (+30.4%)
754.90M
est: 609.52M (+23.9%)
866.29M
866.29M – 866.29M
+42.1% YoY
923.37M
923.37M – 923.37M
+6.6% YoY
1.00B
1.00B – 1.00B
+8.7% YoY
1.09B
1.09B – 1.09B
+8.5% YoY
1.14B
1.14B – 1.14B
+4.5% YoY
SGA
418.10M
est: 1.56B (-73.2%)
466.90M
est: 1.22B (-61.8%)
518.30M
est: 740.19M (-30.0%)
575.40M
est: 1.56B (-63.1%)
646.60M
est: 1.74B (-62.8%)
658.40M
est: 1.89B (-65.1%)
509.50M
est: 2.03B (-75.0%)
625.00M
est: 1.32B (-52.7%)
685.50M
est: 1.28B (-46.3%)
4.41B
est: 1.30B (+238.7%)
5.24B
est: 3.51B (+49.4%)
3.87B
3.87B – 3.87B
+10.2% YoY
4.15B
4.15B – 4.15B
+7.2% YoY
4.44B
4.44B – 4.44B
+7.0% YoY
4.71B
4.71B – 4.71B
+6.1% YoY
4.96B
4.96B – 4.96B
+5.3% YoY
EPS
9.07
est: 8.82 (+2.8%)
10.83
est: 7.37 (+47.0%)
4.03
est: 4.05 (-0.5%)
3.07
est: 3.85 (-20.3%)
3.77
est: 3.22 (+17.1%)
2.32
est: 3.83 (-39.4%)
5.76
est: 4.38 (+31.5%)
7.31
est: 7.64 (-4.3%)
6.89
est: 8.52 (-19.1%)
8.06
est: 6.22 (+29.6%)
14.57
est: 11.33 (+28.6%)
16.10
16.10 – 16.10
+42.1% YoY
17.16
17.16 – 17.16
+6.6% YoY
18.66
18.66 – 18.66
+8.7% YoY
20.25
20.25 – 20.25
+8.5% YoY
21.15
21.15 – 21.15
+4.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 A+ 4/5 4/5 5/5 5/5 2/5 4/5 4/5
2026-05-28 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-05-27 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-05-26 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-05-25 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-05-22 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-05-21 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-05-20 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-05-19 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-05-18 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-05-15 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-05-14 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-05-13 A+ 4/5 4/5 5/5 5/5 2/5 4/5 4/5
2026-05-12 A+ 4/5 4/5 5/5 5/5 2/5 4/5 4/5
2026-05-11 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-05-08 A+ 4/5 4/5 4/5 5/5 2/5 4/5 5/5
2026-05-07 A+ 4/5 4/5 4/5 5/5 2/5 4/5 5/5
2026-05-06 A+ 4/5 4/5 4/5 5/5 2/5 4/5 5/5
2026-05-05 A+ 4/5 4/5 4/5 5/5 2/5 4/5 5/5
2026-05-04 A+ 4/5 4/5 4/5 5/5 2/5 4/5 5/5
2026-04-30 A 4/5 3/5 4/5 5/5 2/5 4/5 4/5
2026-04-29 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-04-28 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-04-24 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-04-23 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-04-22 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-04-21 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-04-20 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-04-17 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-04-16 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.52B
OE per share TTM
27.99
Owner's Yield
33.42%
Maintenance CapEx ratio
23.60%
Maint CapEx / Avg PPE
16.2%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 6 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Dimensional - Emerging Markets Value ETF DFEV 0.01% 167.1K 0.46%
2 Dimensional - Emerging Markets Core Equity 2 ETF DFEM 0.00% 429.3K 0.39%
3 Dimensional Emerging Markets Sustainability Core 1 ETF DFSE 0.00% 11.5K 0.44%
4 Dimensional World ex U.S. Core Equity 2 ETF DFAX 0.00% 220.2K 0.28%
5 Dimensional - Emerging Markets ex China Core Equity ETF DEXC 0.00% 3.2K 0.56%
6 Dimensional - Emerging Core Equity Market ETF DFAE 0.00% 800.79 0.29%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
134.3K
Shares Outstanding
51.65M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Johan Enslin Chief Executive Officer & Executive Director 18M male
Jacques Bestbier Chief Financial Officer & Executive Director 9M male
Fatima Abrahams DCom Lead Independent Director & Chief Marketing Officer 2M
Waleed Achmat Human Resources Director male
Marc Alexander General Manager of Risk & Compliance male
Marisha .O Gibbons Company Secretary female
Rinus Oliphant Operations Director male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits