Southern Sun Limited (SSU) Fair Value & Analysis
Consumer Cyclical · ZA · Market cap 13.3B ZAR
Fair value as of: Jul 18, 2026
From 26 valuation models · updated 24 days ago
Share price +2.7% over the past month.
A solid business, screening 94% undervalued on our models.
What matters now
- The price is below even our cautious bear case (13.28 ZAR). The market is more pessimistic than our downside scenario.
- Solid quality (68/100) at a price below fair value, the discount is the argument here, not the business quality.
- A fairly wide model range (13.28 ZAR to 29.32 ZAR) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.
How to read this chart
60‑month range 1.95 ZAR – 10.88 ZAR · fair‑value band 13.28 ZAR – 29.32 ZAR · the 10.03 ZAR price screens below the 19.41 ZAR fair value. Dashed = 300-day average. As of Jul 18, 2026.
Analysis
Southern Sun Limited (SSU) currently trades at 10.03 ZAR, while our model-based Fair Value estimate is 19.41 ZAR, implying the stock looks roughly 93.5% undervalued today. The Quality Score stands at 68/100 (solid quality), in the Consumer Cyclical 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, Southern Sun Limited generated revenue of 7.2B ZAR at a net margin of 17.2%. Revenue grew 11.7% year over year. It earns a return on equity of 13.1%. Net debt stands at 1.5B ZAR. Fundamentals as of Jul 18, 2026
Our scenario range runs from 13.28 ZAR (bear case) to 29.32 ZAR (bull case); at 10.03 ZAR, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Consumer Cyclical peers we cover trades at -62% fair-value upside, at 94%, SSU screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models (25.07 ZAR) versus Dividend Discount (2.06 ZAR). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 64 · Market factors (momentum, volatility) 58
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Southern Sun Limited owns, leases, and manages hotels in South Africa, Mozambique, the Seychelles, Tanzania, the United Arab Emirates, and Zambia. The company operates through four segments: Manco, Sandton Consortium, SA Portfolio, and Offshore.
Full company description
Southern Sun Limited owns, leases, and manages hotels in South Africa, Mozambique, the Seychelles, Tanzania, the United Arab Emirates, and Zambia. The company operates through four segments: Manco, Sandton Consortium, SA Portfolio, and Offshore. It operates hotels and resorts under the Southern Sun Hotels, Southern Sun Resorts, StayEasy, Garden Court, SUN1, SunSquare, and Sandton Convention Centre brands, as well as Arabella Hotel, Golf & Spa, Mount Grace Hotel & Spa, Sandton Sun & Towers, Beverly Hills, 54 on Bath, and Paradise Sun brands. It also operates InterContinental brand under a license. The company was formerly known as Tsogo Sun Hotels Limited. Southern Sun Limited was incorporated in 1969 and is based in Sandton, South Africa.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Southern Sun Limited reported revenue of 7.2B ZAR in FY2026 versus 2.5B ZAR in FY2022, a compound +29.7%/yr. Reported net income was 1.2B ZAR in FY2026.
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Peer Group
Lodging · 168 stocks
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.
Valuation Multiples vs Lodging median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Lodging stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Marriott International, Inc MAR | $369.05 | $135.64 | -63% |
| Hilton Worldwide Holdings HLT | $328.48 | $123.67 | -62% |
| InterContinental Hotels Group IHG | $159.87 | $85.18 | -47% |
| Hyatt Hotels Corporation H | $191.00 | $47.69 | -75% |
| H World Group HTHT | $42.67 | $47.55 | +11% |
| Accor SA AC | €47.25 | €39.26 | -17% |
| The Indian Hotels Company INDHOTEL | ₹743.20 | ₹260.68 | -65% |
| Wyndham Hotels & Resorts, Inc WH | $78.54 | $24.02 | -69% |
| Hanjin Kal, 180640 | 113,500 KRW | 36,890 KRW | -67% |
| Jabal Omar Development Company 4250 | 16.00 SAR | 11.64 SAR | -27% |
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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.
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