SAC (SAC) Fair Value & Analysis

Real Estate · Market cap 9.5B ZAC

S SAC SAC · JSE

PriceR3.73

Fair ValueR2.67

Upside-28.4%

Quality56/100

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Evidence: High Range R2.00 – R3.38

Fair value as of: Jun 26, 2026

From 26 valuation models · updated 6 days ago

Share price +5.2% over the past month.

Price vs Fair Value (12 months)

12‑month range R3.07 – R4.08 · fair‑value band R2.00 – R3.38 · the R3.73 price screens above the R2.67 fair value. As of Jun 26, 2026.

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Analysis

SAC (SAC) currently trades at R3.73, while our model-based Fair Value estimate is R2.67 — implying the stock looks roughly 28.4% overvalued today. We read business quality at 56/100 (solid quality), in the Real Estate 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, SAC generated revenue of 3.1B ZAR at a net margin of 18.4%. Revenue grew 4.5% year over year. It earns a return on equity of 5.0%. Net debt stands at 8.7B ZAR. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 3.1B ZAC

Revenue growth (YoY) +4.5%

Net margin 18.4%

Return on equity 5.0%

Free cash flow 650M ZAC FY2025

P/E ratio 15.8

More key figures

Operating margin 49.3%

EPS (TTM) R0.2200

Dividend yield 0.1%

EPS growth (YoY) -25.9%

Net debt 8.7B ZAC FY2025

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

SAC reported revenue of R2.9B in FY2025 versus R2.1B in FY2021, a compound +8.3%/yr. Reported net income was R564M in FY2025, compounding −2.4%/yr from FY2021.

Revenue +8.3%/yr

FY21 R2.1B

FY22 R2.0B

FY23 R2.5B

FY24 R2.9B

FY25 R2.9B

Net income −2.4%/yr

FY21 R621M

FY22 R819M

FY23 R1.2B

FY24 R646M

FY25 R564M

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Similar stocks

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

Stock	Price	Fair Value	vs Fair Value
GMG GMG	A$31.10	A$10.84	-65%
Goodman Group GMGSF	$21.70	$5.24	-76%
VICI Properties Inc VICI	$26.72	$41.74	+56%
W. P. Carey Inc WPC	$71.43	$55.97	-22%
Stockland STKAF	$2.90	$2.58	-11%
Charter Hall Group CTOUF	$15.42	$7.92	-49%

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Frequently asked questions

Is SAC (SAC) undervalued?

As of Jun 26, 2026, our model estimates a fair value of R2.67 versus a price of R3.73 — about −28% (overvalued). Model-based estimate, not financial advice.

What is the fair value of SAC?

Our model-based fair value for SAC is R2.67 (as of Jun 26, 2026), built from audited fundamentals. The current price is R3.73.

What is the quality score of SAC?

SAC has a Quality Score of 56/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.

What is the revenue of SAC (SAC)?

SAC reported trailing-twelve-month revenue of about 3.1B ZAR (latest available figure, as of Jun 26, 2026).

What is the net profit margin of SAC?

The net profit margin of SAC is about 18.4%, meaning it keeps roughly 18.4% of revenue as net income. Based on the latest reported figures.

Does SAC pay a dividend?

SAC currently shows a dividend yield of about 0.08% 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.