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Sanlam Limited (SLM) Fair Value & Analysis

Financial Services · ZA · Market cap 177B ZAC

SL Sanlam Limited SLM · JSE
PriceR88.82
Fair ValueR99.17
Upside+11.7%
Quality94/100
Evidence: High Range R74.37 – R123.96

Fair value as of: Jun 26, 2026

From 26 valuation models · updated 3 days ago

Fair value updated Jun 26, 2026 — revised from R129.68 to R99.17 (−23.5%) since Jun 24, 2026. Share price +3.6% over the past month.

Price vs Fair Value (12 months)

R101.04 R78.43 Fair Value R99.17 Jun 2025 Jun 2026

12‑month range R78.43 – R101.04 · fair‑value band R74.37 – R123.96 · the R88.82 price screens below the R99.17 fair value. As of Jun 26, 2026.

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Analysis

Sanlam Limited (SLM) currently trades at R88.82, while our model-based Fair Value estimate is R99.17 — implying the stock looks roughly 11.7% undervalued today. We read business quality at 94/100 (high quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, Sanlam Limited generated revenue of 245B ZAR at a net margin of 6.5%. Revenue grew 8.6% year over year. It earns a return on equity of 16.9%. The balance sheet holds a net cash position of 16.1B ZAR. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 245B ZAC
Revenue growth (YoY) +8.6%
Net margin 6.5%
Return on equity 16.9%
Free cash flow 13.1B ZAC FY2025
P/E ratio 11.2
More key figures
Operating margin 55.0%
EPS (TTM) R7.54
Dividend yield 0.1%
EPS growth (YoY) -53.6%
Net cash 16.1B ZAC FY2025

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

About the company

Sanlam Limited provides various financial services in South Africa, Pan-Africa, Asia, and internationally. The company operates through Sanlam Life and Savings; Pan-Africa; Asia; Sanlam Investments; and Santam segments. It offers life, disability, severe illness, income protection, funeral, credit life, health solutions, and cancer coverage; and corporate insurance solutions, including group risk, life, disability, severe and critical illness, and funeral insurance. The company also provides financial planning services; retirement solutions, such as saving for retirement, retirement preservation, retirement fund members, and two-pot retirement; investments for education planning, unit trusts, and tax-free savings; credit solutions, such as personal and home loans, online shopping credit, and same day express loan; and Sanlam reality programs. In addition, it offers consulting and advisory; health solutions comprising wellness, employee assistance programs, occupational health progra…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Sanlam Limited reported revenue of R289B in FY2025 versus R192B in FY2021, a compound +10.8%/yr. Reported net income was R15.9B in FY2025, compounding +13.9%/yr from FY2021.

Revenue +10.8%/yr
FY21 R192B
FY22 R110B
FY23 R206B
FY24 R228B
FY25 R289B
Net income +13.9%/yr
FY21 R9.5B
FY22 R12.3B
FY23 R14.5B
FY24 R22.2B
FY25 R15.9B

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Similar stocks

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

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Ping An Insurance (Group) Company 601318 ¥53.22 ¥106.44 +100%
China Life Insurance Company 601628 ¥34.63 ¥69.26 +100%
AIA Group AAGIY $37.78 $30.44 -19%
Manulife Financial Corporation MFC $40.19 $33.76 -16%
China Pacific Insurance (Group) Co CHPXF $3.65 $5.85 +60%
Aflac Incorporated AFL $116.55 $78.53 -33%

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Frequently asked questions

Is Sanlam Limited (SLM) undervalued?
As of Jun 26, 2026, our model estimates a fair value of R99.17 versus a price of R88.82 — about +12% (undervalued). Model-based estimate, not financial advice.
What is the fair value of SLM?
Our 21-model fair value for Sanlam Limited is R99.17 (as of Jun 26, 2026), built from audited fundamentals. The current price is R88.82.
What is the quality score of SLM?
Sanlam Limited has a Quality Score of 94/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Sanlam Limited (SLM)?
Sanlam Limited reported trailing-twelve-month revenue of about 245B ZAR (latest available figure, as of Jun 26, 2026).
What is the net profit margin of SLM?
The net profit margin of Sanlam Limited is about 6.5%, meaning it keeps roughly 6.5% of revenue as net income. Based on the latest reported figures.
Does Sanlam Limited pay a dividend?
Sanlam Limited currently shows a dividend yield of about 0.06% 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.