SUNDAY TIMES TOP 100 COMPANIES

VIEW 2021 TOP 100 COMPANIES

ABOUT

The prestigious Sunday Times Top 100 Companies awards acknowledge listed companies which have earned the highest returns for their shareholders over the last five years. The gala dinner Top 100 Companies event also features highly sought-after awards for Business Leader of the Year and Lifetime Achiever in the realm of South African business. Sunday Times Top 100 Companies analyses the share price performance of listed companies over a rolling five-year period using a hypothetical initial investment amount of R10 000.

This year’s investment measurement period has run from 1 September 2016 to August 31 2021, with the winning company being the one which has created the most wealth and value for shareholders over that period, assuming reinvestment of all dividends, bonus share allotments and special payments. This year, in the interest of including those companies which can truly be considered to be publicly held and which are producing returns for JSE investors, Top 100 Companies is raising its market capitalisation threshold for inclusion to R5-billion and above.

Since 2011, we have increased the minimum volume traded value to R20-million because of higher trading volumes over the years and in order to exclude distortion from extreme movements in penny stocks. Apart from being an accurate measurement of shareholder fortunes, the share price plus the amount of income returned to shareholders is an indicator of the soundness of a company’s operations – if one accepts that share price performance is generally an accurate barometer.

In support of social distancing initiatives, and as a sign of respect to our front line workers, this year the Sunday Times Top 100 Companies Awards gala dinner, futured by BCX, will be replaced by a winners announcement that will stream online on 11 November 2021.

SUNDAY TIMES TOP 100 COMPANIES 2021

	Share name	Market cap as at Aug 31 2021 (Rbn)	Total return (%)	*Final value (R)	Compound annual growth rate (%)
1	Kumba Iron Ore	210.32	761.8	86,181	53,8
2	Montauk Renewables	16.92	588.8	68,880	47.1
3	Anglo American Platinum	437.31	414.9	51,495	38.8
4	Anglo American	834.17	384.8	48,484	37.1
5	Exxaro Resources	65.06	360.3	46,026	35.7
6	African Rainbow Minerals	206.18	374.3	47,429	36.5
7	Impala Platinum	182.17	330.9	43,090	33.9
8	Northam Platinum	101.95	312.4	41,235	32.8
9	Transaction Capital	26.88	276.7	37,671	30.4
10	Sirius Real Estate	26.47	273.6	37,364	30.2
11	Capitec Bank	219.43	247.1	34,707	28.3
12	BHP Group	956.18	232.1	33,208	27.1
13	Afrimat	8.65	196.0	29,602	24.2
14	Clicks Group	74.30	175.2	27,520	22.4
15	Globe Trade Centre S.A.	12.57	130.5	23,051	18.2
16	Glencore	954.96	125.7	22,569	17.7
17	DRD Gold	12.31	123.0	22,297	17.4
18	Compagnie Fin Richemont	838.02	111.9	21,190	16.2
19	Stor-Age Prop REIT	6.00	111.2	21,124	16.1
20	Royal Bafokeng Platinum	25.44	105.9	20,594	15.5
21	Equites Prop Fund	14.41	101.7	20,170	15.1
22	Gold Fields	121.16	100.8	20,076	15.0
23	Stenprop	10.79	98.3	19,830	14.7
24	PSG Group	16.89	96.7	19,673	14.5
25	South32	154.21	85.3	18,534	13.1
26	PSG Konsult	15.05	79.4	17,936	12.4
27	Irongate Group	10.88	77.0	17,698	12.1
28	Tharisa	6.07	76.7	17,670	12.1
29	FirstRand	347.17	75.4	17,545	11.9
30	Metair Investments	5.55	62.5	16,249	10.2
31	Naspers -N	1,080.07	62.4	16,238	10.2
32	Mondi plc	194.40	61.7	16,169	10.1
33	Bidvest	69.76	55.2	15,517	9.2
34	Barloworld	21.70	55.1	15,508	9.2
35	Astral Foods	6.33	50.2	15,017	8.5
36	Raubex Group	5.36	49.3	14,932	8.3
37	Absa Group	133.99	44.6	14,456	7.6
38	Standard Bank Group	240.90	43.8	14,380	7,5
39	Fortress REIT A	19.18	42.1	14,210	7.3
40	Italtile	22.22	40.8	14,078	7.1
41	MTN Group	251.44	40.3	14,026	7.0
42	Mr Price Group	55.78	38.4	13,840	6.7
43	Lighthouse Capital	13.79	36.6	13,655	6.4
44	MAS Real Estate	13.87	34.8	13,484	6.2
45	Santam	28.64	33.7	13,371	6.0
46	The Foschini Group	49.42	33.5	13,347	5.9
47	The Spar Group	39.99	31.9	13,189	5.7
48	Sanlam	143.51	29.5	12,950	5.3
49	BID Corporation	107.29	28.8	12,880	5.2
50	AECI	11.21	28.3	12,831	5.1
51	Vodacom Group	263.72	28.3	12,827	5.1
52	Investec Ltd	19.69	26.8	12,680	4.9
53	Investec plc	42.55	25.8	12,577	4.7
54	Emira Property Fund	5.22	23.3	12,328	4.3
55	Imperial Logistics	12.78	20.1	12,012	3.7
56	Reunert	9.65	20.0	11,998	3.7
57	Investec Property Fund	8.85	19.5	11,949	3.6
58	Truworths International	29.39	19.3	11,933	3.6
59	Nedbank Group	94.14	16.5	11,646	3.1
60	Discovery	85.73	15.0	11,500	2.8
61	Adcock Ingram	8.16	14.4	11,440	2.7
62	AVI	25.57	14.0	11,400	2.7
63	ADvTECH	9.38	13.6	11,355	2.6
64	Sibanye-Stillwater	170.77	13.5	11,345	2.6
65	Old Mutual	72.32	13.0	11,303	2.5
66	Vukile Property Fund	11.37	12.8	11,278	2.4
67	Datatec	6.11	12.4	11,238	2.4
68	Shoprite	108.72	11.0	11,096	2.1
69	Liberty Holdings	26.95	10.5	11,054	2.0
70	Coronation Fund Managers	18.06	9.8	10,985	1.9
71	Pan African Resource	7.69	8.9	10,888	1.7
72	Harmony Gold Mining	32.88	7.9	10,791	1.5
73	Momentum Metropolitan	29.61	6.9	10,694	1.4
74	Anglogold Ashanti	101.80	6.6	10,657	1.3
75	Alexander Forbes Group	5.61	0.6	10,058	0.1
76	Growthpoint Properties	53.11	-4.5	9,547	-0.9
77	Woolworths	66.83	-5.5	9,451	-1.1
78	Pick n Pay Stores	29.02	-6.4	9,359	-1.3
79	JSE	9.18	-10.6	8,944	-2.2
80	Wilson Bayly Holmes-Ovcon	7.19	-11.0	8,897	-2.3
81	Rand Merchant Investment	48.53	-13.3	8,667	-2.8
82	ArcelorMittal SA	7.43	-13.4	8,660	-2.8
83	Cashbuild	7.11	-14.1	8,588	-3.0
84	RCL Foods	9.52	-19.1	8,093	-4.1
85	Super Group	12.04	-20.0	7,998	-4.4
86	British American Tobacco	1,335.82	-20.3	7,973	-4.4
87	Telkom SA	19.55	-22.4	7,761	-4.9
88	SA Corp Real Estate	5.56	-24.6	7,543	-5.5
89	Life Healthcare Group	36.35	-26.5	7,351	-6.0
90	Resilient REIT	22.88	-27.8	7,221	-6.3
91	Oceana Group	8.67	-27.9	7,213	-6.3
92	KAP Industrial	11.67	-30.2	6,976	-6.9
93	Sasol	140.68	-7.8	6,666	-7.8
94	Sappi	24.96	-34.6	6,540	-8.1
95	Tiger Brands	35.29	-36.4	6,359	-8.7
96	Capital & Counties Properties	29.24	-38.3	6,167	-9.2
97	Netcare	24.25	-39.3	6,066	-9.5
98	PPC	5.64	-40.4	5,960	-9.8
99	Redefine Properties	26.65	-41.8	5,821	-10.3
100	Aspen Pharmacare	89.51	-42.2	5,779	-10.4

*Return over five years from September 1 2015 to August 31 2020, on a theoretical R10,000 investment. The results were compiled by Vestra Advisory and have been evaluated by Deloitte. The executive management of Arena Holdings have also considered certain subjective qualifying criteria, relating to the Top 100 Companies’ perceived compliance with good governance and ethical conduct. The Sunday Times Top 100 Companies in 2020 includes 93 companies. Due to market conditions, including the impact of the Covid-19 pandemic, fewer listed companies met the required criteria for inclusion.