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Boxer Retail Limited (BOX) Fair Value & Analysis

Consumer Cyclical · ZA · Market cap 35.5B ZAR

BR Boxer Retail Limited BOX · JSE
Price85.04 ZAR
Fair Value68.75 ZAR
Upside-19.2%
Quality97/100
Evidence: High Range 48.11 ZAR – 85.93 ZAR

Fair value as of: Jun 26, 2026

From 24 valuation models · updated 3 days ago

Share price +5.8% over the past month.

Price vs Fair Value (12 months)

88.73 ZAR 0.6398 ZAR Fair Value 68.75 ZAR Jun 2025 Jun 2026

12‑month range 0.6398 ZAR – 88.73 ZAR · fair‑value band 48.11 ZAR – 85.93 ZAR · the 85.04 ZAR price screens above the 68.75 ZAR fair value. As of Jun 26, 2026.

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Analysis

Boxer Retail Limited (BOX) currently trades at 85.04 ZAR, while our model-based Fair Value estimate is 68.75 ZAR — implying the stock looks roughly 19.2% overvalued today. We read business quality at 97/100 (high quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Boxer Retail Limited generated revenue of 46.7B ZAR at a net margin of 3.3%. Revenue grew 5.9% year over year. It earns a return on equity of 59.1%. Net debt stands at 4.9B ZAR. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 46.7B ZAR
Revenue growth (YoY) +5.9%
Net margin 3.3%
Return on equity 59.1%
Free cash flow 1.5B ZAR FY2026
P/E ratio 23.1
More key figures
Operating margin 7.1%
EPS (TTM) 3.40 ZAR
Dividend yield 0.0%
EPS growth (YoY) -1.3%
Net debt 4.9B ZAR FY2026

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Boxer Retail Limited engages in the retail of food, health and beauty products, general merchandise, and liquor in South Africa and Eswatini. It is involved in retail operations under the Boxer Superstores, Boxer Build, and Boxer Liquors brands. The company was founded in 1977 and is based in Westville, South Africa. Boxer Retail Limited operates as a subsidiary of Pick n Pay Retailers Proprietary Limited.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Boxer Retail Limited reported revenue of 47.1B ZAR in FY2026 versus 26.6B ZAR in FY2022, a compound +15.4%/yr. Reported net income was 1.6B ZAR in FY2026, compounding +16.2%/yr from FY2022.

Revenue +15.4%/yr
FY22 26.6B ZAR
FY23 31.9B ZAR
FY24 37.4B ZAR
FY25 42.3B ZAR
FY26 47.1B ZAR
Net income +16.2%/yr
FY22 854M ZAR
FY23 1.1B ZAR
FY24 1.4B ZAR
FY25 1.4B ZAR
FY26 1.6B ZAR

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Similar stocks

6 more Department Stores stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).

Stock Price Fair Value vs Fair Value
Aeon Co AONNY $8.41 $10.97 +30%
Falabella S.A FALABELLA 5,899 CLP 8,880 CLP +51%
SM Investments Corporation SVTMF $10.15 $20.54 +102%
Ryohin Keikaku Co RYKKY $10.68 $6.53 -39%
Shoprite Holdings SRGHY $18.32 $18.67 +2%
Marks and Spencer Group MAKSY $9.46 $15.71 +66%

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Frequently asked questions

Is Boxer Retail Limited (BOX) undervalued?
As of Jun 26, 2026, our model estimates a fair value of 68.75 ZAR versus a price of 85.04 ZAR — about −19% (overvalued). Model-based estimate, not financial advice.
What is the fair value of BOX?
Our 21-model fair value for Boxer Retail Limited is 68.75 ZAR (as of Jun 26, 2026), built from audited fundamentals. The current price is 85.04 ZAR.
What is the quality score of BOX?
Boxer Retail Limited has a Quality Score of 97/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Boxer Retail Limited (BOX)?
Boxer Retail Limited reported trailing-twelve-month revenue of about 46.7B ZAR (latest available figure, as of Jun 26, 2026).
What is the net profit margin of BOX?
The net profit margin of Boxer Retail Limited is about 3.3%, meaning it keeps roughly 3.3% of revenue as net income. Based on the latest reported figures.
Does Boxer Retail Limited pay a dividend?
Boxer Retail Limited currently shows a dividend yield of about 0.02% relative to its recent price (as of Jun 26, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.