Omnia Holdings (OMN.JO)

Industrials · JSE · South Africa

R111.98+0.48% today

Fundamentals

Market capR17.35B
P/E ratio13.0
Dividend yield4.21%
Revenue growth (YoY)+9.2%
Profit margin5.7%
Return on equity13.0%
52-week rangeR71.14 to R114.45

Valuation and ratings

DCF fair valueR244.00
Upside to fair value+117.9%
Analyst target (mean)R108.00
Analyst rangeR108.00 to R108.00
Analysts covering1
Consensus viewstrong buy
Moat score44/100
Overall rating69/100, Buy

Omnia Holdings trades at R111.98, which is 118% below the R244.00 our discounted cash flow model puts on the business. On that measure alone it screens as undervalued, though a DCF is an argument rather than a measurement, and the market is frequently right about why something is cheap.

Our moat model scores it 44 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

It changes hands at 13.0 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.

About Omnia Holdings

Omnia Holdings Limited, together with its subsidiaries, research, develops, manufactures, and supplies chemicals, specialised services, and solutions for the agriculture, mining, and chemicals application industries in South Africa, rest of Africa, and internationally. It operates through Agriculture RSA, Agriculture Rest of Africa, Agriculture International, Mining RSA, Mining International, and Chemicals segments. The company manufactures and trades in granular, liquid, and specialty fertilizers; humates and other biostimulants; and fulvates, kelp, microbial products. It also offers trace elements and plant health products to enhance crop health, yields, and soil health; and value-added services and solutions, as well as supplies raw materials and manufactured goods. In addition, the company provides blasting agents, bulk emulsion, and blended bulk explosives; AXXIS, an electronic detonator system and software; mining chemicals; and offers SHEQ-related services. It serves commercial and small-scale farmers, co-operatives, and other corporate clients; retail customers and government support programmes; and water, agriculture, industrial, and life sciences sectors. Omnia Holdings Limited was founded in 1953 and is based in Sandton, South Africa.

Industry: ConglomeratesEmployees: 3,400HQ: South Africa

OMN.JO passes 6 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Common questions

Is Omnia Holdings (OMN.JO) undervalued?

Against our discounted cash flow estimate of R244.00, OMN.JO at R111.98 is 118% below fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.

What is OMN.JO's P/E ratio?

OMN.JO trades at 13.0 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.

The full research page for OMN.JO, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.