1. Compagnie Financière Richemont
Richemont is a luxury goods conglomerate with 20 brands. Jewellery and watch brands make up over 70% of sales, but the group is also active in accessories, writing instruments, clothing and online luxury retail.
Market cap: 1484 billion
10 year price growth = 14.94%
ROCE = 14.4%
PE ratio = 34
Dividend yield = 1.41%
2. Santova
Santova Ltd is a South African firm engaged in the international trade solutions business. Its core services are supply chain solutions, business intelligence, logistic services, client sourcing, procurement management services, express sensitive services, and financial services.
Market cap: 1.1 billion
10 year price growth = 23%
ROCE = 34%
PE ratio = 5.3
Dividend yield = 0%
3. Karoo
Karooooo Ltd is a global provider of real-time mobility data analytics solutions for smart transportation. It offers a comprehensive, cloud-based smart mobility platform for connected vehicles and other assets.
Market cap: 14.1 billion
1 year price growth = -10.5% (moved to Nasdaq)
ROCE = 30%
PE ratio = 29
Dividend yield = 2.2%
4. Clicks
Clicks Group Ltd operates pharmaceutical health and beauty retail stores. The company primarily operates a retail pharmacy chain in South Africa, with a limited number of operations in bordering countries. The company targets middle- to upper-income consumers.
Market cap: 66 billion
10 year price growth = 16.5%
ROCE = 41.5%
PE ratio = 26
Dividend yield = 2.35%
5. Capitec Bank
Capitec Bank Holdings Ltd is a retail bank with more than 850 branches in South Africa. Its services focus on three customer needs: saving, which provides customers the ability to receive and store funds; credit, which satisfies customer needs to access and borrow funds; and transacting, which allows for payments and movement of funds.
Market cap: 209 billion
10 year price growth = 25.29%
ROE = 26%
PE ratio = 22.8
Dividend yield = 2.13%