How much you could have made if you invested R10,000 in these 20 top South African companies

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%

Read: Humans vs robots: who has the edge when it comes to investing?

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