The Sunday Times newspaper has published its list of the Top 100 Companies in South Africa, showing which JSE-listed firms have delivered the highest share value over a five year period.
The list is compiled by looking at all the companies listed on the JSE, and ranking them by the total money one would have earned if they had invested R10,000 in their shares in 2012.
Companies that do not meet the minimum threshold of R20 million in value traded in a year are excluded.
For the first time, financial services group, Finbond, took the top position, delivering a 5-year value of R411,699 from R10,000 in 2012. This translates to a compound annual growth rate (CAGR) of 110.34%, the paper said.
Pegged as the ‘next Capitec’, Finbond has seen growth in both its local and international operation, tackling niche financial services in North America. It has a market value of R2.4 billion.
Ranked second on the list is IT group, Adapt IT, which has trumped former leader EOH as the highest-ranked tech company on the list.
R10,000 in Adapt IT shares bought in 2012 would now be worth R78,654, showing a CAGR of 51.06%.
According to group CEO, Sbu Shabalala, the key to the company’s growth has been driving and acquiring clients in its software sales, as well as setting its sights on key strategic acquisitions. The company oversees software businesses in 40 countries across six continents.
2016’s number one – Calgro M3 Holdings, dropped out of the top 10 in 2017, to 11th position, showing a total value of R39,333 over the period (CAGR of 31.5%). The top 5 is rounded out by super-performer, Naspers, which has seen its share price rocket to over R2,900 a share, followed by Comair.
Companies which have remained in the top 20 for three years running include:
- Fortress Income Fund
- Naspers
- Mondi
- Afrimat
- Trustco Group and
- PSG
The table below shows the top 20 companies in 2017, based on the value of R10,000 in shares over 5 years.
| # | Company | Open (2012) cents |
Close (2017) cents |
Total Value ZAR |
CAGR |
|---|---|---|---|---|---|
| 1 | Finbond Group | 8 | 315 | R411 699 | 110.34% |
| 2 | Adapt IT Holdings | 123 | 900 | R78 654 | 51.06% |
| 3 | Fortress Income Fund – B | 671 | 3 941 | R69 879 | 47.53% |
| 4 | Naspers – N | 48 900 | 294 097 | R61 131 | 43.63% |
| 5 | Comair | 116 | 555 | R56 721 | 41.50% |
| 6 | Mondi Plc | 7 477 | 35 450 | R53 337 | 39.77% |
| 7 | Capitec Bank Holdings | 20 222 | 90 050 | R49 010 | 37.42% |
| 8 | Afrimat | 670 | 2 813 | R47 222 | 36.40% |
| 9 | Trustco Group Holdings | 110 | 449 | R44 260 | 34.65% |
| 10 | PSG Group | 6 501 | 25 260 | R41 491 | 32.92% |
| 11 | Calgro M3 Holdings | 390 | 1 534 | R39 333 | 31.51% |
| 12 | Santova | 87 | 309 | R38 330 | 30.83% |
| 13 | Sappi | 2 350 | 8 740 | R37 744 | 30.43% |
| 14 | Telkom SA SOC | 1 921 | 6 276 | R36 943 | 29.87% |
| 15 | ENX Group | 462 | 1 600 | R34 632 | 28.20% |
| 16 | Advtech | 608 | 1 820 | R33 749 | 27.54% |
| 17 | EOH Holdings | 3 576 | 11 150 | R32 902 | 26.89% |
| 18 | Peregrine Holdings | 1 129 | 2 896 | R32 566 | 26.63% |
| 19 | Transaction Capital | 750 | 1 495 | R32 018 | 26.21% |
| 20 | Resilient Reit | 4 925 | 12 506 | R31 969 | 26.17% |
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