Health DiagnosticsLifestyleDiabetesSoftware DevelopmentFast-Moving Consumer GoodsBeautyHealth Care
Description
Clicks Group Limited (Clicks) operates primarily within the retail and distribution sectors in South Africa. The company is a leader in the health, beauty, and personal care markets, characterized by a diverse portfolio of brands and services designe…
Analysis
Quality compounder
Clicks Group Limited is a quality compounder: a well-run business trading at a price that reflects what it is worth. One caution: reported profits have recently run ahead of actual cash, which we track closely.
The price is fair. You pay 19.5× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 6% yearly growth; analysts expect 10%. The price, in other words, assumes less than the experts do.
The trajectory is moderate and the balance sheet is sturdy. The company scores 18/20 on our value-creation score: strong value creator.
What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202355
87
2023202420252026
All-time high
88
Mar 2026
All-time low
54
Apr 2024
Average rank
73
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
36
15
21
28
Price/Earnings
39
15
21
26
Price/Book
18
5
7
8
Dividend Yield
1
40
48
45
Value (overall)
17
9
13
13
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.