I

ISA Holdings Ltd
JSE:ISA

Watchlist Manager
ISA Holdings Ltd
JSE:ISA
Watchlist
Price: 235 Zac -0.42% Market Closed
Market Cap: 400.9m ZAR

P/B

6.7
Current
48%
More Expensive
vs 3-y average of 4.5

Price to Book (P/B) ratio compares a company`s market value to its book value. It shows how much investors are paying for each dollar of net assets on the balance sheet.

P/B
6.7
=
Market Cap
Zac392.4m
/
Total Equity
60.2m

Price to Book (P/B) ratio compares a company`s market value to its book value. It shows how much investors are paying for each dollar of net assets on the balance sheet.

P/B
6.7
=
Market Cap
Zac392.4m
/
Total Equity
60.2m

Valuation Scenarios

ISA Holdings Ltd is trading above its 3-year average

If P/B returns to its 3-Year Average (4.5), the stock would be worth Zac158.9 (32% downside from current price).

Statistics
Positive Scenarios
0/4
Maximum Downside
-67%
Maximum Upside
No Upside Scenarios
Average Downside
53%
Scenario P/B Value Implied Price Upside/Downside
Current Multiple 6.7 Zac235
0%
3-Year Average 4.5 Zac158.9
-32%
5-Year Average 3.7 Zac131.42
-44%
Industry Average 2.2 Zac78
-67%
Country Average 2.2 Zac78
-67%

Forward P/B
Today’s price vs future total equity

Not enough data available to calculate forward P/B

Peer Comparison

All Multiples
P/B
P/E
All Countries
Close
Market Cap P/B P/E
ZA
ISA Holdings Ltd
JSE:ISA
400.9m ZAR 6.7 14.6
US
Microsoft Corp
NASDAQ:MSFT
3.2T USD 8.1 26.6
US
Oracle Corp
NYSE:ORCL
497.3B USD 12.5 29.6
US
Palo Alto Networks Inc
NASDAQ:PANW
149.2B USD 13.7 100.3
US
CrowdStrike Holdings Inc
NASDAQ:CRWD
115.2B USD 26 -709.4
US
ServiceNow Inc
NYSE:NOW
93.7B USD 8.1 54.4
US
VMware Inc
XETRA:BZF1
58B EUR 26.8 47.9
US
Fortinet Inc
NASDAQ:FTNT
63.7B USD 51.7 34.5
US
Xperi Holding Corp
LSE:0M2A
54.6B USD 113.7 491.7
CN
Knowledge Atlas Technology JSC Ltd
HKEX:2513
402.6B HKD -43.3 -74.6
CN
MiniMax Group Inc
HKEX:100
229.1B HKD -11 -15.6
P/E Multiple
Earnings Growth PEG
ZA
I
ISA Holdings Ltd
JSE:ISA
Average P/E: 100
14.6
N/A N/A
US
Microsoft Corp
NASDAQ:MSFT
26.6
18%
1.5
US
Oracle Corp
NYSE:ORCL
29.6
37%
0.8
US
Palo Alto Networks Inc
NASDAQ:PANW
100.3
50%
2
US
CrowdStrike Holdings Inc
NASDAQ:CRWD
Negative Multiple: -709.4 N/A N/A
US
ServiceNow Inc
NYSE:NOW
54.4
54%
1
US
V
VMware Inc
XETRA:BZF1
47.9
39%
1.2
US
Fortinet Inc
NASDAQ:FTNT
34.5
15%
2.3
US
Xperi Holding Corp
LSE:0M2A
491.7
N/A N/A
CN
K
Knowledge Atlas Technology JSC Ltd
HKEX:2513
Negative Multiple: -74.6 N/A N/A
CN
MiniMax Group Inc
HKEX:100
Negative Multiple: -15.6 N/A N/A

Market Distribution

Higher than 91% of companies in South Africa
Percentile
91th
Based on 15 companies
91th percentile
6.7
Low
0.5 — 1.8
Typical Range
1.8 — 6.5
High
6.5 —
Distribution Statistics
South Africa
Min 0.5
30th Percentile 1.8
Median 2.2
70th Percentile 6.5
Max 10.9

ISA Holdings Ltd
Glance View

Market Cap
400.9m Zac
Industry
Technology

ISA Holdings Ltd. engages in the provision of security solutions. The company is headquartered in Sandton, Gauteng. The firm through its main subsidiary, Information Security Architects Proprietary Limited, provides network, Internet, and information security solutions to the sub-Saharan Africa market. The company discovers, design, deliver, deploy, and manage their bespoke information and communication technology (ICT) security infrastructure, which could encompass a range of technologies and brands marketed in the global arena. Its technology offerings include firewalls, anti-virus, authentication, remote access, content security, intrusion protection, vulnerability assessment, virtual private networking, messaging and data protection, and identity and access management. The company provides managed security solutions for customers. The company is an ICT service provider for investors. The company provides information security and network solutions by supplying hardware and software products, as well as professional and managed services to its customers.

ISA Intrinsic Value
259.94 Zac
Undervaluation 10%
Intrinsic Value
Price Zac235
I
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett