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ISA Holdings Ltd
JSE:ISA

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ISA Holdings Ltd
JSE:ISA
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Price: 233 Zac 5.43% Market Closed
Market Cap: 397.5m ZAR

P/S

2.8
Current
3%
More Expensive
vs 3-y average of 2.7

Price to Sales (P/S) ratio shows how much investors pay for each dollar of a company`s sales. It`s calculated by dividing the company`s market value by its total revenue.

P/S
2.8
=
Market Cap
Zac392.4m
/
Revenue
141.4m

Price to Sales (P/S) ratio shows how much investors pay for each dollar of a company`s sales. It`s calculated by dividing the company`s market value by its total revenue.

P/S
2.8
=
Market Cap
Zac392.4m
/
Revenue
141.4m

Valuation Scenarios

ISA Holdings Ltd is trading above its 3-year average

If P/S returns to its 3-Year Average (2.7), the stock would be worth Zac226.38 (3% downside from current price).

Statistics
Positive Scenarios
0/4
Maximum Downside
-86%
Maximum Upside
No Upside Scenarios
Average Downside
45%
Scenario P/S Value Implied Price Upside/Downside
Current Multiple 2.8 Zac233
0%
3-Year Average 2.7 Zac226.38
-3%
5-Year Average 2.5 Zac205.82
-12%
Industry Average 0.5 Zac45.5
-80%
Country Average 0.4 Zac32.16
-86%

Forward P/S
Today’s price vs future revenue

Not enough data available to calculate forward P/S

Peer Comparison

All Multiples
P/S
P/E
All Countries
Close
Market Cap P/S P/E
ZA
ISA Holdings Ltd
JSE:ISA
377m ZAR 2.8 14.5
US
Microsoft Corp
NASDAQ:MSFT
3.2T USD 10.3 26.4
US
Oracle Corp
NYSE:ORCL
471B USD 7.4 29.1
US
Palo Alto Networks Inc
NASDAQ:PANW
148.1B USD 12.9 99.6
US
CrowdStrike Holdings Inc
NASDAQ:CRWD
114.6B USD 23.8 -705.3
US
ServiceNow Inc
NYSE:NOW
92.1B USD 6.6 52.4
US
VMware Inc
XETRA:BZF1
58B EUR 5 47.9
US
Fortinet Inc
NASDAQ:FTNT
64B USD 9.4 34.5
US
Xperi Holding Corp
LSE:0M2A
54.6B USD 123.2 491.7
CN
Knowledge Atlas Technology JSC Ltd
HKEX:2513
359.4B HKD 432 -66.6
CN
MiniMax Group Inc
HKEX:100
216.3B HKD 349.1 -14.7
P/E Multiple
Earnings Growth PEG
ZA
I
ISA Holdings Ltd
JSE:ISA
Average P/E: 99.5
14.5
N/A N/A
US
Microsoft Corp
NASDAQ:MSFT
26.4
18%
1.5
US
Oracle Corp
NYSE:ORCL
29.1
37%
0.8
US
Palo Alto Networks Inc
NASDAQ:PANW
99.6
50%
2
US
CrowdStrike Holdings Inc
NASDAQ:CRWD
Negative Multiple: -705.3 N/A N/A
US
ServiceNow Inc
NYSE:NOW
52.4
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: -66.6 N/A N/A
CN
MiniMax Group Inc
HKEX:100
Negative Multiple: -14.7 N/A N/A

Market Distribution

Higher than 78% of companies in South Africa
Percentile
78th
Based on 22 companies
78th percentile
2.8
Low
0 — 0.1
Typical Range
0.1 — 0.6
High
0.6 —
Distribution Statistics
South Africa
Min 0
30th Percentile 0.1
Median 0.4
70th Percentile 0.6
Max 5

ISA Holdings Ltd
Glance View

Market Cap
397.5m 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 Zac233
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