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Sygnia Limited (SYG) Fair Value & Analysis

Financial Services · ZA · Market cap 5.1B ZAC

SL Sygnia Limited SYG · JSE
PriceR33.20
Fair ValueR7.97
Upside-76.0%
Quality61/100
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Weak Growth
Highly profitable · 35.8% net margin
Low debt · generates free cash flow
0.08% dividend yield
Mixed vs. peers (8/14)
Wide moat 79/100
Evidence: High Range R5.97 – R9.96 Share as image

Fair value as of: Jul 11, 2026

From 2 valuation models · updated 30 days ago

Share price −2.8% over the past month.

A solid business, but screening 76% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (R9.96). The favourable scenario is already priced in.
  • Solid but not exceptional quality (61/100) and above fair value, neither a clear bargain nor a standout compounder.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

R41.50 R13.43 Fair Value R7.97 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.

How to read this chart

60‑month range R13.43 – R41.50 · fair‑value band R5.97 – R9.96 · the R33.20 price screens above the R7.97 fair value. Dashed = 300-day average. As of Jul 11, 2026.

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Analysis

Sygnia Limited (SYG) currently trades at R33.20, while our model-based Fair Value estimate is R7.97, implying the stock looks roughly 76.0% overvalued today. The Quality Score stands at 61/100 (solid quality), in the Financial Services 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, Sygnia Limited generated revenue of 1.1B ZAR at a net margin of 35.8%. Revenue grew 13.8% year over year. It earns a return on equity of 44.0%. The balance sheet holds a net cash position of 37.7M ZAR. Fundamentals as of Jul 11, 2026

Our scenario range runs from R5.97 (bear case) to R9.96 (bull case); at R33.20, the current price sits above 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 Financial Services peers we cover trades at -15% fair-value upside, at -76%, SYG screens richer 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.

Model 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
Highest evidence
P/B Multiple R3.63 R4.84 R6.05 55
NCAV (Graham) R2.85 R3.81 R5.69 50
All 2 models by family
Multiples
P/B Multiple R3.63 R4.84 R6.05 55
Asset-Based
NCAV (Graham) R2.85 R3.81 R5.69 50

Widest divergence: Multiples (R4.84) versus Asset-Based (R3.81). Highest evidence: P/B Multiple (55).

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Key figures & financial health

Revenue (TTM) 1.2B ZAC
Revenue growth (YoY) +13.8%
Net margin 35.8%
Return on equity 49.2%
Free cash flow 389M ZAC FY2025
P/E ratio 12.1
More key figures
Operating margin 45.9%
EPS (TTM) R2.70
Dividend yield 0.1%
EPS growth (YoY) +6.1%
Net cash 37.7M ZAC FY2025

Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 61/100

Of which business quality 51 · Market factors (momentum, volatility) 52

Profitability 45
Margins and returns on capital today
Quality Growth 45
Are margins and returns improving?
Cashflow 84
Earnings quality: real cash, not paper profit
Fin. Strength 0
Balance sheet, leverage, solvency risk
Investment 76
Disciplined investing over empire-building
Low Volatility 78
Calm price path (market factor)
Momentum 40
Price trend over the last 3–12 months (market factor)
52W Momentum 41
Distance to the 52-week high (market factor)
Net Issuance 75
Buybacks instead of dilution

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

Sygnia Limited, a financial services group, provides investment management and administration services to institutional and retail clients primarily in South Africa.

Full company description

Sygnia Limited, a financial services group, provides investment management and administration services to institutional and retail clients primarily in South Africa. It offers investment funds, such as unitised life funds, unit trusts, ETFs, and management of segregated portfolios; various savings products, including retirement annuities, tax-free savings accounts, investment policies, living annuities, and preservation funds; and institutional investment administration, employee benefits, and retirement fund services. Sygnia Limited was formerly known as Sygnia Investment Holdings No 2 Proprietary Limited and changed its name to Sygnia Limited in July 2015. The company was founded in 2003 and is headquartered in Cape Town, South Africa.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Sygnia Limited reported revenue of R1.1B in FY2025 versus R737M in FY2021, a compound +9.7%/yr. Reported net income was R382M in FY2025, compounding +12.3%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
1.1B ZAR
Latest YoY
+12.8%
Avg. growth/yr (3Y) 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.
+9.7%
Avg. growth/yr (5Y) 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.
−38.3%
Avg. growth/yr (11Y) 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.
−9.1%
Revenue +9.7%/yr
FY21 R737M
FY22 R809M
FY23 R844M
FY24 R946M
FY25 R1.1B
Net income +12.3%/yr
FY21 R240M
FY22 R287M
FY23 R300M
FY24 R347M
FY25 R382M
Character of growth · EPS growth decomposed (2014-2025) +18.0 % p.a.
Revenue per share −14.6 pp

of which total revenue −11.6 pp · buybacks/dilution −3.0 pp

EBIT margin +36.5 pp
Tax rate +0.1 pp
Residual (interest, one-offs) −4.0 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

SYG screens 76% overvalued. Compare with ORIX Corporation →

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Cite: Fair Value Calculator (2026). "Sygnia Limited Fair Value". https://www.fairvalue-calculator.com/stock/SYG

Peer Group

Financial Conglomerates · 56 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.

Quality Score 58 · Above median
Fair Value upside −76% · Bottom 25%
Return on equity (TTM) 49% · Top 25%
Return on assets 0% · Bottom 25%
Net margin (TTM) 36% · Top 25%
Operating margin (TTM) 46% · Top 25%
Revenue growth 24% · Above median
Dividend yield (TTM) 0.1% · Bottom 25%
Debt / equity 0.03× · Lower than 75% of peers

Valuation Multiples vs Financial Conglomerates median · lower = cheaper

P/E (TTM) 12.1× · Cheaper than median
P/B 5.73× · Pricier than 75% of peers
P/S (TTM) 4.30× · Pricier than median
P/FCF 0.8× · Cheaper than median
EV/EBITDA 8.8× · Pricier than median

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.

VALUE 0 · sector 10
FUTURE 100 · sector 38
PAST 100 · sector 32
HEALTH 99 · sector 84
DIVIDEND 2 · sector 41

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Financial Conglomerates stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).

Stock Price Fair Value vs Fair Value
ORIX Corporation IX $40.31 $35.05 -13%
Bajaj Finserv Ltd BAJAJFINSV ₹2,065 ₹682.29 -67%
Yuanta Financial Holding 2885 66.70 TWD 35.75 TWD -46%
China Galaxy Securities Co 601881 ¥12.94 ¥18.92 +46%
Guosen Securities Co 002736 ¥10.34 ¥17.96 +74%
CNPC Capital Company 000617 ¥6.80 ¥5.78 -15%
Aditya Birla Capital Limited ABCAPITAL ₹399.25 ₹176.15 -56%
Freedom Holding FRHC $152.69 $32.75 -79%
Voya Financial, Inc VOYA $98.49 $76.48 -22%
Guangzhou Yuexiu Capital Holdings 000987 ¥7.77 ¥9.27 +19%

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Frequently asked questions

Is Sygnia Limited (SYG) overvalued or undervalued?
As of Jul 11, 2026, our model estimates a fair value of R7.97 versus a price of R33.20, about −76% (overvalued).
What is the fair value of SYG?
Our model-based fair value for Sygnia Limited is R7.97 (as of Jul 11, 2026), built from audited fundamentals. The current price is R33.20.
What is the quality score of SYG?
Sygnia Limited has a Quality Score of 61/100. 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 revenue of Sygnia Limited (SYG)?
Sygnia Limited reported trailing-twelve-month revenue of about 1.1B ZAR (latest available figure, as of Jul 11, 2026).
What is the net profit margin of SYG?
The net profit margin of Sygnia Limited is about 35.8%, meaning it keeps roughly 35.8% of revenue as net income. Based on the latest reported figures.
Does Sygnia Limited pay a dividend?
Sygnia Limited currently shows a dividend yield of about 0.08% relative to its recent price (as of Jul 11, 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.

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