EPE Capital Partners Ltd (EPE) fair value: what the stock is really worth
As of Sep 22, 2026: fair value of EPE Capital Partners Ltd ZAR 10.30, price ZAR 5.15, upside +100.0%, quality 73 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 24, 2026.
How to read this chart
60‑month range R3.60 – R8.25 · fair‑value band R7.69 – R36.82 · the R5.15 price screens below the R10.30 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 24, 2026.
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EPE Capital Partners Ltd, an investment holding company, invests in a portfolio of unlisted private equity-type investments in South Africa, rest of Sub-Saharan Africa, and internationally. It also offers investment solutions in emerging markets and real assets. EPE Capital Partners Ltd was founded in 1984 and is based in Ebene, Mauritius.
Stock analysis
EPE Capital Partners Ltd (EPE) currently trades at R5.15, while our model-based Fair Value estimate is R10.30, implying the stock looks roughly 50.0% undervalued today.
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Valuation
Bull case: the Economic Profit group reads highest at a median of R28.59 per share, and 6 of the 6 models we run sit above the R5.15 price.
Bear case: the Asset-Based group reads lowest at R9.76, and 0 of the 6 models stay below the price. Evidence for this calculation is low.
Scenario range: R7.69 (bear) to R36.82 (bull), the price of R5.15 sits below it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 73/100 (solid quality), in the Financial Services sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
EPE Capital Partners Ltd reported revenue of 701M ZAR in FY2025 versus 95.4M ZAR in FY2021, a compound +64.6%/yr. Reported net income was 496M ZAR in FY2025, compounding +221.5%/yr from FY2021.
Key figures
Market cap 1.3B ZAC · P/E ratio 7.0 · P/S ratio 4.92 · EPS (TTM) R0.7400 · Net margin 70.7% · Return on equity 9.1% · Return on assets (EBIT) 7.4% · Operating margin 40.7%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 48 out of 100 (medium confidence).
What moves the price
The share trades about 38% below its 52-week high and 22% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Financial Services peers we cover trades at −4% fair-value upside, at 100%, EPE screens cheaper than that median.
Fair Value models
Bear R7.69Fair Value R10.30Bull R36.82
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 12 months old). Earnings retained since then (0.7400 ZAR per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Revenue growth 1 year
+522.3%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+90.0%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+44.9%
Start year 2020 (pandemic)
Revenue growth 8 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+25.1%
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What shareholders gained per year (last 5 years), in ZAR (mathematically smoothed) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Smoothed = median of all growth paths between the years of the window (trend line on the logarithm of earnings per share): a single extreme year cannot distort the rate. The reported figure stays in the tooltip. Measured in ZAR: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+85.1%
Earnings growth per share plus dividend.
Earnings per share, growth per year+85.1%
Dividend (yield on the price)0.0%
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.−723% → 91%
2025 sits 114% above its own trend. The rate follows the median trend of the last 5 years, not that single year.
⚠ Revenue per share shrinking 7.6%/yr over ~6Y (margins intact) ⓘStructural-decline marker: revenue PER SHARE has fallen over the last decade (robust median trend, not a single year). Backtested across 2005 to 2017, such businesses trailed the market by about 2.5 percentage points per year. Display only: it does not change the fair value or the quality score.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Asset Management · 656 stocks
Beats the industry median on 11/12 measures
Overall it ranks above its industry peers.
Valuation
Quality Score72 · Top 25%
Fair Value upside+100% · Top 25%
Profitability
Return on equity (TTM)9% · Above median
Return on assets9% · Top 25%
Net margin (TTM)49% · Above median
Operating margin (TTM)41% · Above median
Growth and dividend
Revenue growth−96% · Bottom 25%
Balance sheet
Debt / equity0.04× · Below median
Valuation Multiplesvs Asset Management median · lower = cheaper
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "EPE Capital Partners Ltd Fair Value". https://www.fairvalue-calculator.com/stock/EPE
Frequently asked questions
Is EPE Capital Partners Ltd (EPE) overvalued or undervalued?
As of Sep 24, 2026, our model estimates a fair value of R10.30 versus a price of R5.15, about +100% upside (undervalued).
What is the fair value of EPE?
Our model-based fair value for EPE Capital Partners Ltd is R10.30 (as of Sep 24, 2026), built from audited fundamentals. The current price: R5.15.
What is the quality score of EPE?
EPE Capital Partners Ltd has a Quality Score of 73/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for EPE Capital Partners Ltd (EPE)?
Our model-based price target is the fair value of R10.30 (as of Sep 24, 2026) from 6 valuation models. Cautious scenario R7.69, optimistic scenario R36.82. It is a calculation from audited fundamentals, not an analyst target.
What is the EPE Capital Partners Ltd stock forecast for 2026?
Our models put fair value at R10.30, about +100% upside versus a price of R5.15 (undervalued). Cautious scenario R7.69, optimistic scenario R36.82. The calculation is refreshed regularly with new filings.
What is the revenue of EPE Capital Partners Ltd (EPE)?
EPE Capital Partners Ltd reported trailing-twelve-month revenue of about 369M ZAR (latest available figure, as of Sep 24, 2026).
What is the intrinsic value of EPE Capital Partners Ltd (EPE)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For EPE Capital Partners Ltd it is R10.30 per share (as of Sep 24, 2026), against a price of R5.15. It is the blended result of 6 valuation models (cash flow, earnings, asset, dividend).
Is EPE Capital Partners Ltd stock overvalued or undervalued in 2026?
As of Sep 24, 2026, EPE trades below its calculated fair value: price R5.15, fair value R10.30, a gap of about +100% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of EPE?
No. The price is what the market pays today (R5.15); the fair value is what the company's own numbers justify (R10.30). For EPE Capital Partners Ltd the two are R5.15 per share apart. That gap is exactly why we show both numbers side by side.
How much is EPE Capital Partners Ltd worth?
The market values EPE Capital Partners Ltd at about 1.3B ZAC (market capitalisation, as of Sep 24, 2026). Per share that is R5.15; our models calculate a fair value of R10.30 per share.
What do the bullish and bearish scenarios say about EPE?
Our models span a range for EPE Capital Partners Ltd: cautious scenario R7.69, base R10.30, optimistic R36.82 per share (as of Sep 24, 2026, price R5.15). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of EPE?
EPE Capital Partners Ltd trades at a price-to-earnings ratio of 7.0 (as of Sep 24, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of R10.30 is built from several models across several years. Other multiples: P/B 0.6, P/S 3.5, EV/EBITDA 2.2.
How solid is the balance sheet of EPE Capital Partners Ltd (EPE)?
Balance-sheet figures for EPE Capital Partners Ltd (as of Sep 24, 2026): return on equity 9.1%, debt of 0.04 per unit of equity. They feed the Quality Score of 73/100, which measures business quality independently of the share price.
How far is EPE from its 52-week high?
EPE Capital Partners Ltd trades at R5.15, about 38% below its 52-week high of R8.25 and 22% above the low of R4.22 (as of Sep 22, 2026). Distance from the high says nothing about value: that is what the fair value of R10.30 is for.
Which stocks are comparable to EPE Capital Partners Ltd?
From the same area (Financial Services) we also value Blackstone Inc, Brookfield Corporation, KKR & Co, Apollo Global Management, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is EPE Capital Partners Ltd stock attractive at the current price?
The data as of Sep 24, 2026: price R5.15, calculated fair value R10.30 (+100%), Quality Score 73/100, from 6 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of EPE calculated?
We run EPE Capital Partners Ltd through 6 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of R10.30, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.0 % above its aggregate fair value. EPE Capital Partners Ltd currently trades 100 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of EPE Capital Partners Ltd (EPE)?
The closing price on Sep 22, 2026 was R5.15. Our model-based fair value is R10.30, about +100% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with EPE Capital Partners Ltd right now?
The rarer combination: high quality (73/100) AND below fair value. That earns a closer look rather than a quick verdict. The price is below even our cautious bear case (R7.69). The market is more pessimistic than our downside scenario. The model range is unusually wide (R7.69 to R36.82). The outcome hinges heavily on assumptions, so read the point estimate with caution. The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
Key figures of EPE Capital Partners Ltd
How large is the market capitalisation of EPE Capital Partners Ltd (EPE)?
The market capitalisation of EPE Capital Partners Ltd is 1.3B ZAC. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of EPE Capital Partners Ltd (EPE)?
The price-to-sales ratio of EPE Capital Partners Ltd is 4.92 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of EPE Capital Partners Ltd (EPE)?
Earnings per share at EPE Capital Partners Ltd are R0.7400 (price ÷ EPS = P/E 7.0). Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of EPE Capital Partners Ltd (EPE)?
The net margin of EPE Capital Partners Ltd is 70.7% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of EPE Capital Partners Ltd (EPE)?
The return on equity (ROE) of EPE Capital Partners Ltd is 9.1% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of EPE Capital Partners Ltd (EPE)?
On an EBIT basis the return on assets of EPE Capital Partners Ltd is 7.4% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of EPE Capital Partners Ltd (EPE)?
The operating margin of EPE Capital Partners Ltd is 40.7% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at EPE Capital Partners Ltd (EPE)?
Revenue at EPE Capital Partners Ltd is growing −95.8% versus a year earlier (3y avg +90.0%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at EPE Capital Partners Ltd (EPE)?
Earnings per share at EPE Capital Partners Ltd are growing −98.8% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does EPE Capital Partners Ltd (EPE) generate?
The free cash flow of EPE Capital Partners Ltd is −30.3M ZAC (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does EPE Capital Partners Ltd (EPE) carry?
The net debt of EPE Capital Partners Ltd is 66.8M ZAC (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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