Obermatt

Dis-Chem Pharmacies

JNB:DCP · ZAE000227831
Food & Staples RetailingMedium

360

65
EV / EBIT30
Price / Owner Earnings24
Owner Earnings Yield46
Dividend Yield51
Price/Sales43
EV / Gross Profit18
Price/Book15
Return on Capital83
Cash Return on Capital71
Return on Equity88
EBIT Margin62
Gross Profitability40
Cash Conversion56
Accruals41
Owner Earnings Margin68
Sales growth77
Profit Growth35
Long-Term EPS Growth88
Owner Earnings Growth100
Reinvestment67
Price momentum71
Debt load25
Refinancing51
Debt Payback42
Liquidity46
Analyst ratings35
Opinion Changes50
Price Target Upside26
Market mood47
Value Creation18/20strong 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

Dis-Chem Pharmacies generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountrySouth Africa
IndustryFood & Staples Retailing
SizeMedium
TypePublic Company
ExchangeJSE
Founded2005
Employees3,704
ISINZAE000227831
Last UpdateApr 2, 2026
Themes
Health DiagnosticsFast-Moving Consumer GoodsCorporate Wellness ProgramsEmployee BenefitsLifestylePharmaceutical

Description

Dis-Chem Pharmacies Limited engages in the retail and wholesale of healthcare products and pharmaceutical products. Business Segments The company operates through two primary business segments such as retail and wholesale. Retail segment: The comp…

Analysis

Hope premium

Dis-Chem Pharmacies Limited carries what we call a hope premium: an average business trading at an ambitious price.

The price is expensive. You pay 26.6× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 10% yearly growth; analysts expect 12%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is adequate. The company scores 18/20 on our value-creation score: strong value creator.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
34
2023202420252026

All-time high

80

Nov 2024

All-time low

28

Jan 2024

Average rank

48

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
43
49
50
43
Price/Earnings
17
25
31
33
Price/Book
15
15
18
13
Dividend Yield
51
32
28
33
Value (overall)
22
15
19
23

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 →