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Santam Ltd (SNT) Fair Value & Analysis

Financial Services · ZA · Market cap 41.5B ZAC

SL Santam Ltd SNT · JSE
PriceR387.47
Fair ValueR483.05
Upside+24.7%
Quality92/100
Evidence: High Range R362.29 – R603.82

Fair value as of: Jun 26, 2026

From 26 valuation models · updated 3 days ago

Fair value updated Jun 26, 2026 — revised from R631.69 to R483.05 (−23.5%) since Jun 24, 2026. Share price +4.1% over the past month.

Price vs Fair Value (12 months)

R449.14 R360.15 Fair Value R483.05 Jun 2025 Jun 2026

12‑month range R360.15 – R449.14 · fair‑value band R362.29 – R603.82 · the R387.47 price screens below the R483.05 fair value. As of Jun 26, 2026.

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Analysis

Santam Ltd (SNT) currently trades at R387.47, while our model-based Fair Value estimate is R483.05 — implying the stock looks roughly 24.7% undervalued today. We read business quality at 92/100 (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, Santam Ltd generated revenue of 61.2B ZAR at a net margin of 6.6%. Revenue grew 4.9% year over year. It earns a return on equity of 33.1%. The balance sheet holds a net cash position of 1.0B ZAR. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 61.2B ZAC
Revenue growth (YoY) +4.9%
Net margin 6.6%
Return on equity 33.1%
Free cash flow 2.4B ZAC FY2025
P/E ratio 10.3
More key figures
Operating margin 18.7%
EPS (TTM) R36.76
Dividend yield 0.0%
EPS growth (YoY) +3.1%
Net cash 1.0B ZAC FY2025

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

About the company

Santam Ltd, together with its subsidiaries, provides various general insurance products and services to individuals, commercial, and corporate markets in South Africa, rest of Africa, and internationally. It offers personal insurance, such as car insurance, home, contents insurance, building insurance, all risk insurance, watercraft insurance, drone insurance, travel insurance, and personal legal insurance; business insurance, including motor insurance, property insurance, small, business insurance, liability insurance, business legal insurance, and industry specific products. The company also provides insurance for specialized risks comprising accident and health, aviation, business travel insurance, casualty, cell captive, commercial drone, construction and engineering, corporate property, crop insurance, emerging business, family protect, heavy haulage, legal insurance, marine, motor fleets, private client, and structured insurance. In addition, it offers insurance for agricultur…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Santam Ltd reported revenue of R61.2B in FY2025 versus R30.8B in FY2021, a compound +18.8%/yr. Reported net income was R4.1B in FY2025, compounding +10.3%/yr from FY2021.

Revenue +18.8%/yr
FY21 R30.8B
FY22 R32.4B
FY23 R42.0B
FY24 R50.1B
FY25 R61.2B
Net income +10.3%/yr
FY21 R2.7B
FY22 R2.0B
FY23 R3.3B
FY24 R3.7B
FY25 R4.1B

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

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Fidelity National Financial, Inc FNF $47.60 $53.25 +12%
Medibank Private Limited MDBPF $3.90 $1.97 -49%
Beazley plc BZLYF $16.90 $21.66 +28%
Ryan Specialty Holdings RYAN $33.26 $12.31 -63%
AXIS Capital Holdings AXS $103.39 $128.01 +24%
First American Financial Corporation FAF $66.13 $119.17 +80%

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Frequently asked questions

Is Santam Ltd (SNT) undervalued?
As of Jun 26, 2026, our model estimates a fair value of R483.05 versus a price of R387.47 — about +25% (undervalued). Model-based estimate, not financial advice.
What is the fair value of SNT?
Our 21-model fair value for Santam Ltd is R483.05 (as of Jun 26, 2026), built from audited fundamentals. The current price is R387.47.
What is the quality score of SNT?
Santam Ltd has a Quality Score of 92/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Santam Ltd (SNT)?
Santam Ltd reported trailing-twelve-month revenue of about 61.2B ZAR (latest available figure, as of Jun 26, 2026).
What is the net profit margin of SNT?
The net profit margin of Santam Ltd is about 6.6%, meaning it keeps roughly 6.6% of revenue as net income. Based on the latest reported figures.
Does Santam Ltd pay a dividend?
Santam Ltd currently shows a dividend yield of about 0.04% 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.