African and Overseas Enterprises Limited

ZAc 13.81As of Sun 8 Nov 2026, 12:00 UTC

JSE:AONConsumer Cycl

Country South Africa

PE (Fwd) 0.156

TSR 10Y CAGR (35.42%)

Div yield —

ROE 1.37%

Apparel Retail

Beta (5Y) 0.07

PE TTM 0.466

TSR TTM (9.44%)

Mkt cap R 167.3M

ROIC 10.76%

SE Grade™

—

Value

Quality

Moat

1Y Price

Reference

ZAc 15

—

10.47%

—

TTM

FYE 30 Jun ZAR

FY2022

FY2023

FY2024

FY2025

FY2026

FY2027E

Trend

10Y

Peers

0.954

RevenueR B

—

0.720

0.703

0.874

0.954

1.013

9.87%

—

9.25

Revenue growth%

—

(2.24)

24.19

9.25

6.12

9.25

—

65.82

Gross margin%

—

49.25

45.71

100.00

65.82

65.60

57.54

—

8.83

Operating margin%

—

(8.85)

(20.90)

9.73

8.83

8.07

(0.01)

—

100

0.37

Net margin%

—

6.72

(0.26)

—

0.37

0.68

0.37

—

0.466

P/E ratio (avg)x

—

3.212

3.578

—

0.577

0.204

3.212

—

6.271

EV/EBITx

—

3.117

—

5.137

3.117

—

4920.13

FCF yield (avg)%

—

54.52

1.76

38.54

—

3979.12

—

46.53

—

8.43

FCF margin%

—

0.42

3.93

—

8.43

10.68

3.93

—

22.94

FCF / Net incomex

—

1.751

0.063

(14.99)

—

22.94

15.66

0.907

—

10.76

ROIC%

—

26.90

(11.66)

(20.48)

—

10.76

11.17

(0.45)

—

1.37

Return on equity%

—

18.42

25.36

(0.83)

—

1.37

2.66

9.89

—

0.26

Return on assets%

—

3.54

4.43

(0.16)

—

0.26

0.51

1.90

—

0.30

EPSR

—

2.51

4.08

(0.16)

—

0.30

0.68

(41.41%)

—

EPS growth%

—

62.50

(103.81)

—

128.23

(20.65)

—

21.62

Bookvalue per shR

—

13.65

18.85

18.78

—

21.62

25.72

12.18%

—

6.79

FCF per shareR

—

4.40

0.26

2.33

—

6.79

10.58

11.47%

—

Dividend per shR

—

Div yield (avg)%

—

Payout ratio%

—

10.22

Shares (diluted)M

—

11.60

11.84

—

◌10.22

1.05%

—

Buyback yield%

—

(2.11)

—

(1.06)

—

2.459

D/E ratiox

—

2.091

2.313

2.552

—

2.459

2.395

2.386

—

528.4

Enterprise valueR M

—

336.1

641.4

593.6

—

420.2

32.90%

—

365.6

LT debtR M

—

89.79

276.2

381.5

—

365.6

42.05%

—

Peers (US$10.37M)

Cap (US$)

Combined Motor…

158.3M

6.599x

Cashbuild Limited

127.2M

13.38x

Nictus Limited

8.089M

3.605x

KYOTO KIMONO YUZEN…

10.38M

10.25x

Capital

TTM

10Y

Leveragex

2.867

EBIT/Intx

1.310

(0.027)

Own earn%

—

Sh yield%

—

(1.06)

Owners

Insiders/Inst%

40.77

—

Short interest%

—

SBC / revenue%

2.85

Record

10Y

Profitable years

3/4

Revenue growth years

2/3

EPS growth years

—

Dividend streakyrs

Op margin range%

−21–10

$1 testx

—

Incr. ROIC%

−6

African and Overseas Enterprises Limited, through its subsidiaries, engages in the fashion retail, property, media and broadcasting, and water infrastructure businesses in South Africa, Rest of Africa, Asia, Europe, North America, and Australia.

Growth vs revenue

Latest

Trend

3Y CAGR

Rel growth

Revenue

R 954.5M

9.87%

1.00×

Cost of revenue

R 326.2M

(3.69%)

0.67×

Operating expenses

R 544.0M

9.17%

0.98×

Asset mix

Trend

Other

87.41%

Cash and investments

7.76%

Goodwill & intangibles

4.84%

Reinvestment returns

5Y median

Trend

Reinvestment rate

n/m

Return on capital

(0.45%)

Spread over hurdle

n/m