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Pepkor Holdings Limited (PPH.JO)

ZAc2,160.00 +17.00 (+0.79%)
ZA JNB Consumer Cyclical Department Stores
Address 36 Stellenberg Road 7493
Cape Town, ZA
CEO Pieter J. Erasmus
IPO 2017-09-20
ISIN ZAE000259479

Explore sections of this company profile

Description

Pepkor Holdings Limited is a broad retail enterprise focused on delivering value, discount, and specialized merchandise to consumers. Its extensive operations span ten African countries, including Angola, Botswana, eSwatini, Lesotho, Mozambique, Malawi, Namibia, Nigeria, South Africa, and Zambia. The company's product portfolio is highly diverse, encompassing clothing, general household items, furniture, consumer electronics, building materials, and cellular offerings, alongside financial and fintech services. As of September 30, 2021, Pepkor maintained a substantial footprint with approximately 5,470 stores. Founded in 1901 and headquartered in Cape Town, South Africa, the company adopted its current name in August 2018, having previously traded as Steinhoff Africa Retail Limited. Pepkor Holdings Limited operates as a subsidiary of Steinhoff International Holdings N.V.

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
ZAc2,160.00 +17.00 (+0.79%)
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Volume Profile
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Liquidity & share structure
Average Volume
13M
Beta
0.34
Float Shares
3.44B
Free Float %
92.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.67% +0.37% -2.54% -18.61% -16.23% -17.47% -19.77% +42.31% +22.71% +1.44% +1.44%
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
2,160.00
DCF (Unlevered) 4,792.07 +121.9%
DCF (Levered) 2,200.68 +1.9%

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) 88% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 5 0
Hold 0 0
Sell 1 0
Strong Sell 0 0
Quality scores
Altman Z-Score
3.11
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Department Stores: +2.0%
    +12.0% Q1'26: +26.8% (vs Q1'24)
  • EPS growth Department Stores: +7.6%
    +169.6% Q1'26: +21.6% (vs Q1'24)
  • FCF margin FCF growth · Department Stores: +36.9%
    -3.2% Q1'26: +0.6% (vs Q1'24)
  • EBIT margin Department Stores: +6.3%
    +11.5% Q1'26: +11.5% (vs Q1'24)
  • ROIC Department Stores: +4.6%
    +9.5% Q1'26: +19.9% (vs Q1'24)
  • Share dilution Department Stores: +0.1%
    +0.4% Q1'26: +0.5% (vs Q1'24)
  • Debt / EBITDA Net debt/EBITDA · Department Stores: 1.34×
    1.70× Q1'26: 0.94× (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 (0.39) × ERP
WACC = 75% × Ke + 25% × Kd (12.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 4,860.28 Current price: 2,160.00
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 Sep 2017
actual
Sep 2018
actual
Sep 2019
actual
Sep 2020
actual
Sep 2021
actual
Sep 2022
actual
Sep 2023
actual
Sep 2024
actual
Sep 2025
actual
Sep 2026
9 Rev. Ana.
6 EPS Ana.
Sep 2027
9 Rev. Ana.
7 EPS Ana.
Sep 2028
8 Rev. Ana.
4 EPS Ana.
Sep 2029
4 Rev. Ana.
1 EPS Ana.
Sep 2030
4 Rev. Ana.
1 EPS Ana.
Revenue
57.85B
est: 56.87B (+1.7%)
64.17B
est: 64.92B (-1.2%)
69.63B
est: 68.74B (+1.3%)
63.68B
est: 67.34B (-5.4%)
77.33B
est: 70.95B (+9.0%)
81.40B
est: 80.91B (+0.6%)
87.41B
est: 91.15B (-4.1%)
85.14B
est: 85.10B (+0.0%)
95.34B
est: 95.30B (+0.0%)
107.16B
104.76B – 109.94B
+12.4% YoY
118.56B
114.90B – 123.34B
+10.6% YoY
127.79B
126.87B – 128.72B
+7.8% YoY
135.12B
131.50B – 139.65B
+5.7% YoY
144.63B
140.74B – 149.47B
+7.0% YoY
EBITDA
7.06B
est: 8.45B (-16.5%)
7.22B
est: 9.65B (-25.2%)
7.80B
est: 10.21B (-23.6%)
5.55B
est: 10.00B (-44.5%)
13.11B
est: 10.54B (+24.4%)
14.87B
est: 12.02B (+23.7%)
7.32B
est: 13.54B (-45.9%)
11.96B
est: 12.64B (-5.4%)
15.86B
est: 14.16B (+12.0%)
15.92B
15.56B – 16.33B
+12.4% YoY
17.61B
17.07B – 18.32B
+10.6% YoY
18.99B
18.85B – 19.12B
+7.8% YoY
20.07B
19.54B – 20.75B
+5.7% YoY
21.49B
20.91B – 22.21B
+7.0% YoY
EBIT
6.00B
est: 5.44B (+10.3%)
5.91B
est: 6.21B (-4.8%)
6.61B
est: 6.58B (+0.4%)
1.81B
est: 6.45B (-71.9%)
9.31B
est: 6.79B (+37.1%)
10.60B
est: 7.74B (+36.9%)
2.66B
est: 8.72B (-69.5%)
7.04B
est: 8.15B (-13.5%)
10.95B
est: 9.12B (+20.0%)
10.26B
10.03B – 10.52B
+12.4% YoY
11.35B
11.00B – 11.81B
+10.6% YoY
12.23B
12.14B – 12.32B
+7.8% YoY
12.93B
12.59B – 13.37B
+5.7% YoY
13.84B
13.47B – 14.31B
+7.0% YoY
Net Income
3.55B
est: 3.85B (-7.8%)
2.89B
est: 3.53B (-18.2%)
2.16B
est: 3.95B (-45.3%)
-2.83B
est: 2.52B (-212.0%)
4.88B
est: 4.49B (+8.5%)
6.11B
est: 5.76B (+6.1%)
-1.30B
est: -1.38B (+5.8%)
2.07B
est: 5.19B (-60.1%)
5.64B
est: 6.06B (-6.9%)
6.62B
6.46B – 7.12B
+9.3% YoY
7.60B
7.17B – 8.05B
+14.8% YoY
8.73B
8.62B – 8.74B
+14.9% YoY
9.96B
9.62B – 10.40B
+14.1% YoY
— – —
-100.0% YoY
SGA
14.47B
est: 6.71B (+115.5%)
15.80B
est: 7.66B (+106.2%)
15.51B
est: 8.11B (+91.1%)
14.40B
est: 7.95B (+81.2%)
14.48B
est: 8.38B (+72.9%)
15.95B
est: 9.55B (+67.0%)
18.09B
est: 10.76B (+68.1%)
est: 10.05B (-100.0%)
est: 11.25B (-100.0%)
12.65B
12.37B – 12.98B
+12.4% YoY
14.00B
13.56B – 14.56B
+10.6% YoY
15.09B
14.98B – 15.19B
+7.8% YoY
15.95B
15.52B – 16.48B
+5.7% YoY
17.07B
16.61B – 17.64B
+7.0% YoY
EPS
1.03
est: 1.03 (-0.3%)
0.84
est: 0.95 (-11.2%)
0.63
est: 1.06 (-40.5%)
-0.80
est: 0.68 (-218.2%)
1.33
est: 1.21 (+10.4%)
1.66
est: 1.54 (+7.5%)
-0.35
est: -0.38 (+6.9%)
0.56
est: 1.39 (-59.6%)
1.53
est: 1.62 (-5.7%)
1.78
1.73 – 1.91
+9.8% YoY
2.01
1.92 – 2.16
+12.6% YoY
2.32
2.31 – 2.34
+15.7% YoY
2.67
2.58 – 2.79
+15.0% YoY
— – —
-100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-26 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-25 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-22 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-21 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-20 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-19 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-18 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-15 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-14 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-13 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-12 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-11 B+ 3/5 3/5 3/5 4/5 2/5 3/5 3/5
2026-05-08 B+ 3/5 3/5 3/5 4/5 2/5 3/5 4/5
2026-05-07 B+ 3/5 3/5 3/5 4/5 2/5 3/5 4/5
2026-05-06 B+ 3/5 3/5 3/5 4/5 2/5 3/5 4/5
2026-05-05 B+ 3/5 3/5 3/5 4/5 2/5 3/5 4/5
2026-05-04 B+ 3/5 3/5 3/5 4/5 2/5 3/5 4/5
2026-04-30 A- 4/5 3/5 3/5 5/5 2/5 3/5 4/5
2026-04-29 A- 4/5 3/5 3/5 5/5 2/5 3/5 4/5
2026-04-28 A- 4/5 3/5 3/5 5/5 2/5 3/5 4/5
2026-04-24 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-23 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-22 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-21 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-20 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-17 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-16 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
14.83B
OE per share TTM
3.98
Owner's Yield
18.34%
Maintenance CapEx ratio
44.32%
Maint CapEx / Avg PPE
21.1%

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 121 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares MSCI South Africa ETF EZA 1.54% 8.49M 0.59%
2 iShares MSCI South Africa UCITS ETF USD IRSA.L 1.29% 3.29M 0.65%
3 VanEck Africa Index ETF AFK 0.51% 513.2K 0.76%
4 iShares MSCI EM Consumer Growth UCITS ETF CEMG.L 0.21% 87.0K 0.60%
5 JPMorgan Diversified Return Emerging Markets Equity ETF JPEM 0.20% 779.1K 0.44%
6 WisdomTree True Emerging Markets Fund XC 0.20% 159.4K 0.32%
7 Dimensional - Emerging Markets Value ETF DFEV 0.17% 3.36M 0.46%
8 Invesco MSCI Emerging Markets Universal Screened UCITS ETF ESEM.L 0.12% 73.6K 0.19%
9 Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM 0.09% 1.54M 0.59%
10 iShares ESG Advanced MSCI EM ETF EMXF 0.08% 137.1K 0.16%

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
4.56M
Shares Outstanding
3.70B

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
Sean N. N. Cardinaal Chief Operating Officer 28M male
Pieter J. Erasmus Chief Executive Officer & Director 26M male
Riaan Gustav Hanekom Chief Financial Officer & Director 12M male
Garth L. Napier Chief Commercial Officer 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