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%