Obermatt

Hudaco

JNB:HDC · ZAE000003273
Trading Companies & DistributorsMedium

360

99
EV / EBIT91
Price / Owner Earnings40
Owner Earnings Yield74
Dividend Yield95
Price/Sales68
EV / Gross Profit68
Price/Book50
Return on Capital96
Cash Return on Capital80
Return on Equity82
EBIT Margin84
Gross Profitability93
Cash Conversion62
Accruals66
Owner Earnings Margin74
Sales growth41
Profit Growth6
Long-Term EPS Growth64
Owner Earnings Growth62
Reinvestment19
Price momentum48
Debt load47
Refinancing56
Debt Payback52
Liquidity72
Analyst ratings23
Opinion Changes50
Price Target Upside56
Market mood89
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Hudaco generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountrySouth Africa
IndustryTrading Companies & Distributors
SizeMedium
TypePublic Company
ExchangeJSE
Founded1985
ISINZAE000003273
Last UpdateApr 2, 2026
Themes
Industrial AutomationVoIPMining Equipment ProvidersAutomotiveConsumer ElectronicsConsumer GoodsIndustrialManufacturing

Description

Hudaco Industries Limited imports and distributes automotive, industrial, and electrical consumable products. Business Strategy The company has a coherent acquisition strategy for diversifying its portfolio and avoiding heavy dependence on any sing…

Analysis

Quality compounder

Hudaco Industries Limited earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess.

On valuation, the picture is attractive. The owner-earnings multiple stands at 10.0×; owner earnings: the cash an owner could take out each year.

Growth is moderate; the safety picture is sturdy. The company scores 14/20 on our value-creation score: strong value creator.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
71
20232026

All-time high

96

Mar 2026

All-time low

71

Jun 2026

Average rank

86

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
68
68
Price/Earnings
68
76
Price/Book
50
56
Dividend Yield
95
85
Value (overall)
84
73

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →