The Bidvest Group Limited (BDVSY) Stock Price & Analysis
The Bidvest Group Limited (BDVSY) — price $26.75 (-0.17%), as of the Oct 5, 2026 trading session; market cap $4.55B. Expected results Mar 8, 2027.
Educational signal · not a buy or sell recommendation · How to read this
The Bidvest Group Limited · BDVSY · Industrials · Conglomerates
Research dated 2026-09-13: The Bidvest Group is a diversified conglomerate operating across services, products distribution, logistics, automotive, and financial services primarily in South Africa and international markets. The core question: can this portfolio's diversification offset the leverage burden and regional exposure, or will economic slowdown compress margins across multiple segments simultaneously?
Price as of Oct 5, 2026
Key Statistics
No publishable V2 score is available for this stock yet.
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $26.75 | |
| Change on the day | -0.17% | |
| 52-week range | $25.19 – $32.00 | |
| Market capitalisation | $4.55B | |
| Price / earnings (trailing) | 12.35 | |
| Shares traded on the day | 493 | |
| Beta (volatility vs the S&P 500) | 0.31 | |
| Dividends per share (last 12 months) | $1.16 | |
| Dividend yield (last 12 months) | 4.34% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · below the recorded estimate
- · Earnings call · management outlook
- · Earnings results · below the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
We will settle the remaining old Eurobond of $186 million, about ZAR 3 billion in September this year from ZAR 2 billion in available cash and ZAR 1 billion from our RCF funding line.
Mark Steyn · Statement from
Chronological order, not a duration scale. Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for The Bidvest Group (BDVSY): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Legends Council
5 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 2, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the BDVSY film — every key number, told as a short cinematic story
~2 min · open the film
What is The Bidvest Group (BDVSY), and what does it report?
Short answer · as of
The Bidvest Group Limited, founded in 1988 and based in Johannesburg, South Africa, is a diverse international conglomerate with primary activities in trading, various services, and distribution. The Bidvest Group Limited (BDVSY) is classified as Industrials / Conglomerates. Headquarters: Bidvest House, Johannesburg, GP, 2196, ZA. It employs 130,354 people and is led by Nompumelelo Thembekile Madisa. In Q4 FY2026 it reported revenue of $3.95B and net income of $167M. The market values it at $4.55B.
What do the latest results show for The Bidvest Group (BDVSY)?
Short answer · as of
The most recent reported quarter, Q4 FY2026, carried revenue of $3.95B. Against analyst estimates the company has EPS beat 0 of 5 reports.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $4.04B Aug 31, 2026
- Latest report · revenue estimate
- $3.99B Aug 31, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 31, 2026
- Latest report · EPS vs estimate
- Below estimate Aug 31, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 31, 2026 | $4.04B | $3.99B | $1.0000 | $1.2700 |
| Mar 2, 2026 | $4.13B | $4.30B | $1.3200 | $1.3400 |
| Sep 5, 2025 | $3.49B | $3.63B | $0.8650 | $1.1100 |
| Mar 3, 2025 | $3.40B | $3.47B | $0.5330 | Not available |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q4 FY2026 | $3.95B | $167M | $0.98 (diluted) |
| Q2 FY2026 | $3.83B | $199M | $1.17 (diluted) |
| Q4 FY2025 | $3.73B | $157M | $0.93 (diluted) |
| Q2 FY2025 | $3.88B | $208M | $1.22 (diluted) |
What are the financial strengths and risks for The Bidvest Group (BDVSY)?
Short answer
The distress and quality screens read Altman Z 3.82 · Piotroski F 7. Trailing ratios: ROE 15.7% · ROA 5.0% · current ratio 1.30 · earnings yield 7.7% · free-cash-flow yield 10.3%.
What should you watch next at The Bidvest Group (BDVSY)?
Short answer · as of
The next earnings report is expected on Mar 8, 2027.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
We will settle the remaining old Eurobond of $186 million, about ZAR 3 billion in September this year from ZAR 2 billion in available cash and ZAR 1 billion from our RCF funding line.
Mark Steyn ·
What the records here don't tell us
- Detailed statement figures are not shown because their conversion to USD has not been verified.
- No insider Form 4 transaction falls inside the window this page reads.
Checked against the records this page reads, on the dates shown above.
What has been published about The Bidvest Group (BDVSY)?
Common Questions About BDVSY (Industrials)
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
What is Bidvest's main business risk?
Economic slowdown in South Africa would compress margins simultaneously across multiple segments (Services, Branded Products, Freight). Unlike focused businesses that can offshore or consolidate, Bidvest's South African concentration means diversification provides only partial protection. Regional recession is the primary sensitivity.
What is the BDVSY stock price today?
The last price recorded on this page for The Bidvest Group Limited (BDVSY) is $26.75, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
Does BDVSY pay a dividend?
Yes. The Bidvest Group Limited (BDVSY) shows a trailing 12-month dividend yield of 4.34%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Claude (claude-haiku-4-5) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (41 figures)
The 41 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Mark Steyn (Aug 31, 2026): We will settle the remaining old Eurobond of $186 million, about ZAR 3 billion in September this year from ZAR 2 billion in available cash and ZAR 1 billion from our RCF funding line. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. |
FMP — 31 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $26.75 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T21:44:44.504Z. | |
px.change | Change on the day | -0.17% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $4.55B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T19:58:23.000Z. Captured from FMP at 2026-10-05T21:44:43.398Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
earn.next | Next earnings date | Mar 8, 2027 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.change_abs | Change on the day, in dollars | −$0.0443 | FMP | Financial Modeling Prep (FMP) · quote | |
px.pe | Price / earnings (trailing) | 12.35 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 493 | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.31 | FMP | Financial Modeling Prep (FMP) company profile | |
id.business_summary | Business description (FMP excerpt) | The Bidvest Group Limited, founded in 1988 and based in Johannesburg, South Africa, is a diverse international conglomerate with primary activities in trading, various services, and distribution. | FMP | Financial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation | |
id.sector | Sector / industry (provider taxonomy) | Industrials / Conglomerates | FMP | Financial Modeling Prep (FMP) company profile | |
id.hq | Headquarters | Bidvest House, Johannesburg, GP, 2196, ZA | FMP | Financial Modeling Prep (FMP) company profile | |
id.employees | Employees | 130,354 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Nompumelelo Thembekile Madisa | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
fin.q_revenue | Revenue, Q4 FY2026 | $3.95B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
fin.q_income | Net income, Q4 FY2026 | $167M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
earn.history.depth.2026-08-31.revenue_actual | Revenue · reported — report date 2026-08-31 | $4.04B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-31.revenue_estimated | Revenue · estimate — report date 2026-08-31 | $3.99B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-31.eps_actual | EPS · reported — report date 2026-08-31 | $1.0000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-31.eps_estimated | EPS · estimate — report date 2026-08-31 | $1.2700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-02.revenue_actual | Revenue · reported — report date 2026-03-02 | $4.13B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-02.revenue_estimated | Revenue · estimate — report date 2026-03-02 | $4.30B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-02.eps_actual | EPS · reported — report date 2026-03-02 | $1.3200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-02.eps_estimated | EPS · estimate — report date 2026-03-02 | $1.3400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-09-05.revenue_actual | Revenue · reported — report date 2025-09-05 | $3.49B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-09-05.revenue_estimated | Revenue · estimate — report date 2025-09-05 | $3.63B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-09-05.eps_actual | EPS · reported — report date 2025-09-05 | $0.8650 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-09-05.eps_estimated | EPS · estimate — report date 2025-09-05 | $1.1100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-03-03.revenue_actual | Revenue · reported — report date 2025-03-03 | $3.40B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-03-03.revenue_estimated | Revenue · estimate — report date 2025-03-03 | $3.47B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-03-03.eps_actual | EPS · reported — report date 2025-03-03 | $0.5330 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q4 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed |
UNRECORDED — 4 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.range52 | 52-week range | $25.19 – $32.00 | UNRECORDED | Stored company-profile observation — Captured 2026-10-03 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 0 of 5 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-13 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 3.82 · Piotroski F 7 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-05 | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE 15.7% · ROA 5.0% · current ratio 1.30 · earnings yield 7.7% · free-cash-flow yield 10.3% | — | UNRECORDED | Stored key metrics — Date unknown |
COMPUTED — 4 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $1.16 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 2 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 4.34% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-08-31.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($4.04B) with the recorded estimate ($3.99B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-31.eps_actual.comparison | Latest report · EPS vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.0000) with the recorded estimate ($1.2700) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 1 fact from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
gap.statement_currency | Statement currency limitation | Detailed statement figures are not shown because their conversion to USD has not been verified. | OURS | Stock Expert AI currency-basis check |
Fact-family notes
- Earnings-history note. Source series as of 2026-08-31. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-31.revenue_actual,earn.history.depth.2026-08-31.revenue_estimated,earn.history.depth.2026-08-31.revenue_actual.comparison,earn.history.depth.2026-08-31.eps_actual.comparison,earn.history.depth.2026-08-31.eps_actual,earn.history.depth.2026-08-31.eps_estimated,earn.history.depth.2026-03-02.revenue_actual,earn.history.depth.2026-03-02.revenue_estimated,earn.history.depth.2026-03-02.eps_actual,earn.history.depth.2026-03-02.eps_estimated,earn.history.depth.2025-09-05.revenue_actual,earn.history.depth.2025-09-05.revenue_estimated,earn.history.depth.2025-09-05.eps_actual,earn.history.depth.2025-09-05.eps_estimated,earn.history.depth.2025-03-03.revenue_actual,earn.history.depth.2025-03-03.revenue_estimated,earn.history.depth.2025-03-03.eps_actual.
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | The Bidvest Group Limited, founded in 1988 and based in Johannesburg, South Africa, is a diverse international conglomerate with primary activities in trading, various services, and distribution. The company's extensive operations are structured across several key segments: Services, Branded Products, Freight, Automotive, Commercial Products, Financial Services, and Properties. Within its Automotive division, Bidvest facilitates online vehicle sales and auctions. It also provides comprehensive roadside assistance, including vehicle towing, tire services, fuel top-ups, locksmith solutions, and legal advice. The Branded Products segment focuses on the manufacturing, distribution, and commercialization of a wide array of consumer and industrial branded goods. For Commercial Products, the group supplies electrical equipment, cables, and related solutions to a broad client base, encompassing wholesale, industrial, mining, construction, engineering, and retail sectors. Financial Services offer a full spectrum of solutions, such as banking, insurance, foreign exchange, fleet and asset management, trade finance, and wealth management services for corporate, business, and individual clients. The Freight operations involve managing logistics, operating terminals, handling international clearing and forwarding, providing integrated supply chain solutions, and offering marine and insurance services for goods. The diverse Services segment covers office-related solutions like products, automation, and furniture. It also includes outsourced customer communication services, facilities management, security, travel, and aviation services, along with general commercial, industrial, financial, automotive, freight, and logistics support. Additionally, it provides essential office consumables such as stationery, paper, printer cartridges, packaging, and data services. Furthermore, Bidvest is actively involved in the manufacturing, marketing, and distribution of healthcare products. Its Properties segment is dedicated to developing, owning, and managing various real estate assets, alongside offering professional property services. The group also maintains a significant presence in the food and distribution industry. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Industrials / Conglomerates | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Trailing twelve-month ratio set | Quick ratio: 0.81; Current ratio: 1.25; Debt to equity: 1.05; Net margin: 4.7%; Gross margin: 27.9%; Operating margin: 9.4%; Return on assets: 5%; Return on equity: 15.5% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Distress and quality screens | Altman Z-score: 3.85; Piotroski F-score: 7 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) financial scores |
Data provided for informational purposes only.