TOP COMPANIES 2004
TOP PERFORMERS
Ranking IRR Company IRR 5 yrs to Mar 2004 EPS growth over
5-yr period
equity
5-yr ave
Return onassets
5-yr ave
Return on Dividend yield
5-yr ave
Pretax profit growth
5-yr period
1
Mvelaphanda Resources
135,53
55,22
-
-31,44
17,58
101,87
2
Pals Holdings
86,04
52,76
58,97
29,57
11,08
64,83
3
Grindrod
77,63
32,58
31,30
2,29
3,75
12,30
4
Iscor
68,65
14,42
12,21
10,09
2,45
22,61
5
Premium Properties
63,78
15,57
-18,52
-0,69
15,15
30,26
6
Cashbuild
62,74
39,46
23,78
7,43
3,30
37,17
7
Inmins
62,59
17,09
3,12
-0,74
11,60
25,25
8
Metair Investments
60,71
12,98
8,13
4,55
5,05
14,60
9
Messina
58,53
-16,62
-
-
-
-
10
Wesco Investments
58,16
-
-
-
2,63
-
11
AECI
56,10
7,48
21,57
5,36
4,58
-0,24
12
Bearing Man
55,95
34,58
22,67
11,85
6,15
38,03
13
Petra Mining
55,81
-32,62
-
-
-
51,84
14
Impala Platinum Holdings
55,46
44,97
21,62
19,14
5,68
46,68
15
Wilson Bayly Holmes-Ovcon
54,29
26,40
-3,26
-10,85
2,30
16,14
16
Afrox Healthcare
53,41
27,32
20,34
9,58
4,18
69,95
17
Gold Fields
52,49
-
-
4,32
2,10
45,61
18
Group Five
50,84
4,25
14,74
-2,47
5,10
8,80
19
Invicta Holdings
50,70
20,29
10,41
3,11
6,70
35,66
20
Murray & Roberts Holdings
50,30
28,99
22,23
8,59
1,68
12,52
21
Cementation Company
48,95
--
-
-
-
-
22
Brandcorp Holdings
48,73
28,52
19,41
14,70
6,20
23,64
23
Trans Hex Group
48,67
23,64
0,15
-2,51
2,88
33,39
24
Iliad Africa
47,90
34,30
6,28
12,84
4,80
35,16
25
Scharrig Mining
47,26
3,85
4,84
-1,20
3,33
7,10
26
Gencor
46,57
44,00
-
-
4,80
35,61
27
Northam Platinum
46,31
48,75
63,96
59,69
10,98
73,80
28
Putco
45,20
23,52
38,04
24,45
13,95
22,72
29
Oceana Group
44,05
17,77
-1,48
1,03
4,80
15,87
30
Hudaco Industries
43,26
17,64
11,22
8,76
4,53
19,25
31
Crookes Bros
42,78
13,77
12,43
10,73
7,53
15,63
32
Argent Industrial
42,50
13,70
9,07
0,61
6,20
21,79
33
Putco Properties
42,33
13,69
15,26
6,46
15,15
12,71
34
Medi-Clinic Corp
42,06
20,00
7,28
6,51
0,00
21,59
35
Kagiso Media
41,26
24,12
48,67
34,42
3,40
39,91
36
BHP Billiton
39,79
16,93
13,38
1,12
2,70
46,10
37
Sable Holdings
39,41
-
-26,80
-11,68
2,05
-20,86
38
Winhold
38,80
21,09
11,89
7,59
6,68
28,23
39
Combined Motor Holdings
38,61
25,48
6,31
0,49
5,18
23,41
40
Reunert
38,56
11,68
15,68
8,80
5,48
17,89
41
Network Healthcare
38,52
27,92
7,20
4,37
0,00
30,17
42
Famous Brands
38,40
8,07
-26,30
-3,78
8,95
11,63
43
Bowler Metcalf
37,86
26,47
4,78
5,49
3,55
25,22
44
Pretoria Portland Cement
37,86
17,31
10,92
6,73
5,55
23,29
45
Assore
37,84
9,63
-9,45
-8,87
0,88
16,89
46
Lonmin
37,50
-8,93
-
13,93
4,15
58,20
47
Octodec Investments
37,17
117,25
60,22
6,88
16,43
111,93
48
Metboard Properties
36,90
3,44
-65,31
-2,55
13,43
18,92
49
Sun International SA
36,65
-31,92
-20,16
-14,33
0,50
-17,55
50
Italtile
36,37
39,23
8,96
9,91
1,63
38,68
51
Randgold & Exploration
35,68
42,71
13,94
64,91
-
27,25
52
Anglo American Platinum
35,55
11,37
0,89
-4,52
4,95
16,65
53
Distell Group
35,38
2,60
-7,23
-3,43
6,25
9,55
54
Afgri
35,06
3,83
11,53
1,39
3,98
13,24
55
Edgars Consolidated Stores
34,99
12,55
6,12
1,27
4,18
12,75
56
Sasol
34,81
30,36
15,26
7,37
4,15
34,58
57
Bicc Cafca
34,63
-
87,97
36,44
15,10
-
58
Hyprop Investments
33,96
6,63
18,15
0,85
11,20
64,17
59
Pasdec Resources SA
33,84
-
-
-
-
-
60
Sappi
33,78
7,22
-14,67
-11,21
2,58
-7,57
61
ELB Group
33,68
-
-16,97
-17,89
7,43
-34,78
62
Growthpoint Properties
33,42
-
-
-12,42
14,90
-
63
City Lodge Hotels
32,44
8,18
12,11
10,73
5,85
19,12
64
Omnia Holdings
32,38
29,89
16,05
9,43
3,70
38,31
65
Enviroserve Holdings
32,19
30,59
17,80
5,56
5,05
21,42
66
Falcon Investment Holdings
31,95
-
-
-
-
-
67
Atlas Properties
31,89
6,11
-
13,04
12,05
-
68
Harmony Gold Mining Co
31,64
-
-
-
2,70
-
69
Prima Property Trust
31,63
7,09
6,07
5,66
13,68
10,38
70
KWV Investments
31,32
-0,88
-4,60
-4,19
5,98
-0,21
71
Energy Africa
31,06
-
45,72
-
-
-
72
Sub Nigel Gold Mining
30,58
-
-
-
-
-
73
Pangbourne Properties
29,78
-18,72
94,97
1,03
13,73
121,51
74
Avgold
29,58
-
-
-
-
-
75
Net1 Applied Technology Hold
29,57
85,34
50,67
48,89
1,58
115,17
76
Assmang
29,54
6,03
-9,85
-9,26
1,13
12,58
77
Masonite Africa
29,41
3,69
7,60
4,51
12,08
11,23
78
Sycom Property Fund
29,34
4,07
2,25
1,65
11,75
25,33
79
Anglo American
29,02
8,57
1,89
-4,73
3,00
13,78
80
MTN Group
28,49
60,36
15,32
7,61
0,20
94,36
81
Mutual & Federal Insurance
28,42
-
-
-
3,75
-
82
Allan Gray Property Trust
27,37
2,42
-1,41
-0,97
12,20
17,00
83
Pick 'n Pay Holdings
27,12
19,67
9,12
9,50
4,28
20,88
84
Amalgamated Appliance Hold
26,92
4,53
-6,65
3,54
2,68
31,25
85
Bell Equipment
26,72
45,81
16,05
10,36
1,23
50,74
86
Independent Financial Services
25,92
-
-
-
0,88
-
87
Glenrand MIB
25,63
-
-
4,88
8,18
71,97
88
African & Overseas Enterprises
25,41
-0,59
3,36
-1,28
6,73
3,13
89
Nictus
24,97
-
-
-
3,50
-
90
Astrapak
24,83
14,38
-9,78
-3,35
4,28
15,47
91
Ceramic Industries
24,64
33,34
5,16
6,01
1,55
37,37
92
Seardel Investment Corp
24,62
15,04
2,90
-1,94
3,23
19,55
93
Stilfontein Gold Mining
24,44
-
-
-
-
-
94
Distribution & Warehousing Net
24,35
-
-
91,76
-
-
95
Rainbow Chicken
23,77
-
-
-
2,90
-
96
AngloGold Ashanti
23,20
-9,22
5,44
-4,86
4,83
-1,79
97
Unitrans
23,08
16,25
9,59
6,11
3,65
25,19
98
Capital Property Fund
23,05
-4,12
-6,54
-5,96
13,68
-5,38
99
Johnnic Communications
22,79
-9,74
10,36
7,61
0,53
-11,62
100
Caxton & CTP Publishers & Print
22,69
10,22
-11,67
-8,15
1,85
18,09
101
Standard Bank
22,64
20,10
-0,25
-9,07
3,08
28,90
102
Martprop Property Fund
22,52
1,52
58,93
57,24
12,93
56,47
103
Santam
22,47
-1,86
-9,24
-17,49
4,25
8,71
104
AVI
22,08
12,92
22,90
12,22
3,80
8,84
105
Cargo Carriers
21,86
-9,71
-3,91
-3,48
3,40
-3,40
106
Aquila Growth
21,70
-46,19
-
-
-
-
107
Barloworld
21,64
13,02
3,91
0,63
4,08
8,68
108
Afrikander Lease
21,54
-
118,96
130,28
-
-
109
United Service Technologies
21,53
36,79
-15,29
-14,33
0,48
38,00
110
SA Eagle Insurance
21,26
-11,73
-19,29
-25,68
6,68
-23,15
111
SA Chrome & Alloys
21,01
-
-
-
-
-
112
Gold Reef Casino Resorts
20,97
14,82
-
-
0,63
-
113
Steinhoff International Holdings
20,94
33,44
23,37
15,58
1,88
53,10
114
Pick 'n Pay Stores
20,86
22,93
87,15
6,77
3,88
21,58
115
Afrox
20,11
18,45
4,74
2,69
4,30
21,86
116
Howden Africa Holdings
20,01
-24,62
-7,86
6,68
7,68
-6,88
117
Allied Technologies
19,48
31,14
14,29
11,98
3,68
11,50
118
Anglovaal Mining
19,26
-23,41
-3,00
-6,87
0,38
-17,74
119
Value Group
19,19
3,03
-4,02
-4,05
0,63
6,98
120
Dorbyl
19,02
-7,23
-32,63
-28,19
-
-26,10
121
Palabora Mining
18,82
-7,63
3,79
1,16
7,34
0,38
122
Canadian Overseas Pack Ind
17,85
-27,52
-27,66
-28,34
4,08
-15,43
123
VenFin
17,81
-20,98
-1,97
-2,57
5,62
17,90
124
Amalgamated Beverages Ind
17,39
20,61
-18,18
-16,42
2,35
-29,45
125
Monteagle Société Anonyme
17,21
23,36
12,80
9,83
2,98
30,51
126
Allied Electronics Corp
16,49
13,79
-
20,25
4,70
-
127
Sanlam
16,04
10,38
-4,30
-4,65
4,42
11,39
128
Transpaco
15,24
9,52
97,99
53,52
3,47
98,65
129
Brimstone Investment Corp
15,09
15,21
1,54
3,15
4,65
39,88
130
Marshalls
14,17
-23,51
68,87
50,39
-
-16,90
131
Control Instruments Group
14,00
3,41
-0,76
5,58
9,20
24,57
132
Thabex Exploration
13,50
-
-
-
5,33
-
133
Richemont Securities
13,27
74,18
-
-
-
-
134
Illovo Sugar
13,04
6,38
-3,76
0,58
1,37
2,02
135
Delta Electrical
12,97
31,31
-11,90
0,63
6,62
7,14
136
Kersaf Investments
12,94
-
-2,68
-4,14
2,86
30,70
137
Johnnic Communications
12,73
11,43
-25,86
-23,92
6,33
-39,38
138
Good Hope Diamonds
12,51
-
-
23,12
2,20
35,22
139
Mr Price Group
12,07
23,29
-
-
-
-
140
Rex Trueform Clothing
11,90
-4,36
9,55
7,89
2,70
33,13
141
Hiveld Steel & Vanadium
11,89
17,39
-26,83
-26,66
5,24
-19,46
142
Foschini
11,86
13,50
-49,94
-0,97
3,26
-49,57
143
RMB Holdings
11,59
24,12
-7,57
-7,66
3,38
3,67
144
FirstRand
11,57
26,64
-27,92
24,75
2,88
5,78
145
York Timber Organisation
11,44
0,70
-2,31
35,07
2,60
88,01
146
Absa Group
11,30
14,24
-
-
12,50
-
147
Tiger Brands
11,27
9,22
0,79
-9,82
3,56
14,63
148
Clientèle Life Assurance
11,18
18,12
23,12
9,95
3,34
8,83
149
Western Areas
10,95
-
58,97
-1,30
3,70
30,65
150
Woolworths
10,74
13,11
-29,94
-26,58
-
-15,34
151
Truworths International
10,58
20,24
-4,74
-0,59
4,26
9,96
152
Tongaat-Hulett Group
10,47
-3,85
6,10
10,69
3,08
19,14
153
Mobile Industries
10,20
-
-12,33
-8,86
5,34
-5,78
154
Imperial Holdings
9,97
21,02
-9,46
-8,76
2,14
22,41
155
Naspers
9,34
-
9,43
5,91
2,45
25,61
156
Barplats Investments
9,29
-
-
-
0,86
-
157
SABMiller
9,19
-8,72
-
-
-
151,44
158
Aspen Pharmacare Holdings
9,10
-
27,53
2,51
3,86
14,30
159
Trencor
8,22
-
-
-
1,45
-
160
Ellerine Holdings
7,49
9,15
0,05
-7,54
5,35
21,25
161
Mathomo Group
7,45
-42,53
-8,62
-9,63
4,26
4,91
162
Liberty Holdings
7,23
-19,90
-
-
-
-
163
Durban Deep
6,89
-
28,96
6,26
9,06
9,65
164
Concor
6,50
-11,68
-
-
-
-
165
Corwil Investments
6,46
70,99
-23,52
-17,64
6,23
-15,87
166
Metorex
6,38
-
-8,89
-9,54
-
-12,94
167
Liberty Group
6,34
-20,27
-
-
3,57
-
168
Alex White Holdings
6,32
-
28,80
1,82
4,20
10,61
169
London Finance & Investment
6,29
-50,70
45,18
1,42
-
40,11
170
Connection Group Holdings
6,13
5,03
-29,17
-18,06
4,18
-21,40
171
Forim Holdings
5,97
-18,12
37,18
4,36
1,50
11,96
172
Cullinan Holdings
5,79
-2,73
-23,60
-21,68
7,10
-27,27
173
Paramount Property Fund
5,57
85,56
-
-
-
-
174
Bidvest
4,47
21,71
-
-
12,35
-
175
IMR Investments
4,17
-
12,60
4,82
1,95
42,94
176
Nampak
3,40
5,36
-
-
-
-
177
S&J Land
3,40
-
0,36
-9,04
4,26
6,71
178
Shoprite Holdings
3,32
4,55
-
-
-
-
179
JD Group
3,11
10,65
0,37
-4,37
2,50
12,36
180
Tourism Investment
2,62
-23,49
-1,94
-2,15
2,34
2,52
181
Simmer & Jack Mines
2,10
-
-9,18
-7,77
3,15
49,83
182
Matodzi Resources
1,83
-
-33,39
-
-
-
183
Sasfin Holdings
1,44
-1,43
-
-
-
-
184
Grintek
1,43
-18,94
-30,91
-9,41
7,80
3,56
185
Investec
1,34
13,66
8,15
-7,23
3,74
-7,74
186
Alexander Forbes
1,15
26,30
19,78
-10,78
3,90
34,45
187
New Clicks Holdings
0,73
14,11
-
-34,85
2,50
54,60
188
Nu-World Holdings
0,34
14,42
4,58
4,78
2,26
27,53
189
Comair
0,13
-15,40
-2,03
1,35
1,86
23,70
190
Excellerate Holdings
0,09
-8,64
-47,91
-27,95
3,62
-41,38
191
Enterprise Outsourcing
-0,03
26,76
8,12
-10,06
-
-0,31
192
Super Group
-0,55
14,20
19,76
-9,65
4,10
20,23
193
Adonis Knitwear Holdings
-1,18
-26,52
8,39
4,32
2,52
32,66
194
Sovereign Foods Investments
-1,24
-10,10
-
-20,25
8,00
-
195
WB Holdings
-1,62
-
2,09
-1,51
7,13
12,20
196
Venter Leisure & Comm Trailers
-3,15
-
-
-
-
-
197
Eureka Industrial
-3,21
-
-
-
-
-
198
Mustek
-3,37
14,09
5,17
-1,09
1,70
21,23
199
JCI
-3,41
-
-
63,30
-
-
200
Bridgestone Firestone Maxiprest
-3,73
-1,61
-14,36
-17,00
5,90
10,35
  Source: BFA   Copyright: Financial Mail 2004