Lewis Group Limited

JSE:LEW South Africa Specialty Retail
Market Cap
$243.40 Million
ZAC457.99 Billion ZAC
Market Cap Rank
#33659 Global
#93 in South Africa
Share Price
ZAC8800.00
Change (1 day)
-1.68%
52-Week Range
ZAC6200.00 - ZAC9694.00
All Time High
ZAC9694.00
About

Lewis Group Limited, together with its subsidiaries, engages in the retail of household furniture, home appliances, electronic goods, and homewares in South Africa, Botswana, Lesotho, Eswatini, and Namibia. It operates through Traditional and Speciality segments. The company retails electrical appliances; sound and vision equipment; beds and mattresses; and various furniture products through its … Read more

Lewis Group Limited (LEW) - Net Assets

Latest net assets as of September 2025: ZAC5.11 Billion ZAC

Based on the latest financial reports, Lewis Group Limited (LEW) has net assets worth ZAC5.11 Billion ZAC as of September 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (ZAC9.24 Billion) and total liabilities (ZAC4.13 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets ZAC5.11 Billion
% of Total Assets 55.3%
Annual Growth Rate 6.67%
5-Year Change 4.22%
10-Year Change -6.81%
Growth Volatility 13.19

Lewis Group Limited - Net Assets Trend (2004–2025)

This chart illustrates how Lewis Group Limited's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Lewis Group Limited (2004–2025)

The table below shows the annual net assets of Lewis Group Limited from 2004 to 2025.

Year Net Assets Change
2025-03-31 ZAC5.08 Billion +7.99%
2024-03-31 ZAC4.70 Billion +2.02%
2023-03-31 ZAC4.61 Billion -2.27%
2022-03-31 ZAC4.72 Billion -3.20%
2021-03-31 ZAC4.87 Billion +3.47%
2020-03-31 ZAC4.71 Billion -3.42%
2019-03-31 ZAC4.88 Billion -10.51%
2018-03-31 ZAC5.45 Billion +0.06%
2017-03-31 ZAC5.45 Billion -0.08%
2016-03-31 ZAC5.45 Billion -6.43%
2015-03-31 ZAC5.82 Billion +9.03%
2014-03-31 ZAC5.34 Billion +10.49%
2013-03-31 ZAC4.83 Billion +13.10%
2012-03-31 ZAC4.27 Billion +14.66%
2011-03-31 ZAC3.73 Billion +13.88%
2010-03-31 ZAC3.27 Billion +11.35%
2009-03-31 ZAC2.94 Billion +7.69%
2008-03-31 ZAC2.73 Billion +8.02%
2007-03-31 ZAC2.53 Billion +9.62%
2006-03-31 ZAC2.31 Billion +11.95%
2005-03-31 ZAC2.06 Billion +57.21%
2004-03-31 ZAC1.31 Billion --

Equity Component Analysis

This analysis shows how different components contribute to Lewis Group Limited's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 504650000000.0% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (March 2025)

Component Amount Percentage
Retained Earnings ZAC5.05 Billion 99.37%
Common Stock ZAC900.00K 0.02%
Other Components ZAC31.00 Million 0.61%
Total Equity ZAC5.08 Billion 100.00%

Lewis Group Limited Competitors by Market Cap

The table below lists competitors of Lewis Group Limited ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Lewis Group Limited's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2024 to 2025, total equity changed from 4,702,800,000 to 5,078,400,000, a change of 375,600,000 (8.0%).
  • Net income of 754,900,000 contributed positively to equity growth.
  • Dividend payments of 310,200,000 reduced retained earnings.
  • Share repurchases of 120,100,000 reduced equity.
  • Other comprehensive income decreased equity by 1,047,599,999.
  • Other factors increased equity by 1,098,599,999.

Equity Change Factors (2024 to 2025)

Factor Impact Contribution
Net Income ZAC754.90 Million +14.86%
Dividends Paid ZAC310.20 Million -6.11%
Share Repurchases ZAC120.10 Million -2.36%
Other Comprehensive Income ZAC-1.05 Billion -20.63%
Other Changes ZAC1.10 Billion +21.63%
Total Change ZAC- 7.99%

Book Value vs Market Value Analysis

This analysis compares Lewis Group Limited's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 93.23x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 671.76x to 93.23x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2004-03-31 ZAC13.10 ZAC8800.00 x
2005-03-31 ZAC20.59 ZAC8800.00 x
2006-03-31 ZAC23.64 ZAC8800.00 x
2007-03-31 ZAC27.33 ZAC8800.00 x
2008-03-31 ZAC30.40 ZAC8800.00 x
2009-03-31 ZAC33.17 ZAC8800.00 x
2010-03-31 ZAC37.06 ZAC8800.00 x
2011-03-31 ZAC41.80 ZAC8800.00 x
2012-03-31 ZAC47.79 ZAC8800.00 x
2013-03-31 ZAC53.95 ZAC8800.00 x
2014-03-31 ZAC59.61 ZAC8800.00 x
2015-03-31 ZAC65.01 ZAC8800.00 x
2016-03-31 ZAC60.87 ZAC8800.00 x
2017-03-31 ZAC60.71 ZAC8800.00 x
2018-03-31 ZAC62.15 ZAC8800.00 x
2019-03-31 ZAC58.08 ZAC8800.00 x
2020-03-31 ZAC58.19 ZAC8800.00 x
2021-03-31 ZAC63.63 ZAC8800.00 x
2022-03-31 ZAC69.31 ZAC8800.00 x
2023-03-31 ZAC75.43 ZAC8800.00 x
2024-03-31 ZAC84.19 ZAC8800.00 x
2025-03-31 ZAC94.39 ZAC8800.00 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Lewis Group Limited utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 14.86%
  • The company shows good efficiency in utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 8.13%
  • • Asset Turnover: 1.10x
  • • Equity Multiplier: 1.66x
  • Recent ROE (14.86%) is above the historical average (14.73%), indicating improving capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2004 21.93% 12.63% 0.81x 2.15x ZAC156.30 Million
2005 19.86% 16.28% 0.95x 1.28x ZAC202.96 Million
2006 19.46% 15.61% 0.96x 1.29x ZAC218.16 Million
2007 23.67% 18.00% 0.98x 1.35x ZAC345.58 Million
2008 23.53% 17.86% 0.94x 1.39x ZAC369.30 Million
2009 19.29% 14.89% 0.91x 1.43x ZAC273.01 Million
2010 18.07% 14.39% 0.85x 1.48x ZAC264.03 Million
2011 19.10% 15.55% 0.82x 1.49x ZAC339.09 Million
2012 18.73% 16.48% 0.79x 1.43x ZAC373.14 Million
2013 18.77% 22.10% 0.57x 1.50x ZAC423.94 Million
2014 15.77% 20.68% 0.51x 1.50x ZAC308.02 Million
2015 14.41% 19.18% 0.52x 1.44x ZAC257.00 Million
2016 17.64% 22.06% 0.46x 1.73x ZAC416.56 Million
2017 6.57% 8.65% 0.55x 1.37x ZAC-186.53 Million
2018 4.85% 6.30% 0.62x 1.25x ZAC-280.75 Million
2019 6.35% 6.33% 0.84x 1.19x ZAC-178.11 Million
2020 3.87% 3.55% 0.70x 1.57x ZAC-288.55 Million
2021 8.88% 7.94% 0.80x 1.40x ZAC-54.37 Million
2022 10.24% 8.08% 0.87x 1.46x ZAC11.40 Million
2023 8.92% 6.68% 0.87x 1.53x ZAC-49.99 Million
2024 9.28% 5.33% 1.09x 1.60x ZAC-33.88 Million
2025 14.86% 8.13% 1.10x 1.66x ZAC247.06 Million

Industry Comparison

This section compares Lewis Group Limited's net assets metrics with peer companies in the Specialty Retail industry.

Industry Context

  • Industry: Specialty Retail
  • Average net assets among peers: $2,059,465,667
  • Average return on equity (ROE) among peers: 12.41%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Lewis Group Limited (LEW) ZAC5.11 Billion 21.93% 0.81x $2.46 Million
HomeChoice Investments Ltd (HIL) $2.68 Billion 19.67% 0.46x $2.06 Million
Kaap Agri Bedryf Employee and Farm Worker Bee Trust (KAL) $3.38 Billion 11.69% 1.43x $1.66 Million
Nictus (NCS) $112.58 Million 5.85% 6.73x $67.88K