Company Performance - The company's stock has dropped by 13.98% in the past month, underperforming the Consumer Discretionary sector's gain of 0.56% and the S&P 500's gain of 3.15% [1] - In the latest trading session, Super Group (SGHC) Limited closed at $3.21, marking a -1.53% move from the previous day, which lagged the S&P 500's daily loss of 0.16% [8] Analyst Estimates - Recent changes to analyst estimates for Super Group (SGHC) Limited indicate shifting dynamics in short-term business patterns, with positive revisions reflecting analysts' confidence in the company's performance and profit potential [2] - The Zacks Consensus Estimates forecast earnings of $0.35 per share and revenue of $1.69 billion for the year, representing changes of +775% and +8.8%, respectively, compared to the previous year [5] - The Zacks Consensus EPS estimate remained stagnant over the past month, and Super Group (SGHC) Limited currently holds a Zacks Rank of 2 (Buy) [6] Valuation Metrics - Super Group (SGHC) Limited has a Forward P/E ratio of 9.31, which is lower than the industry average Forward P/E of 15.47, suggesting that the company is trading at a discount comparatively [3] Earnings Projections - The company is projected to report earnings of $0.11 per share in its upcoming release, indicating year-over-year growth of 57.14%, with a revenue estimate of $436.89 million, reflecting a 5.4% rise from the equivalent quarter last year [9] Industry Context - The Gaming industry, part of the Consumer Discretionary sector, currently has a Zacks Industry Rank of 82, placing it in the top 33% of all 250+ industries [11]

Conclusion Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. For the current fiscal year, the consensus earnings estimate of $0.35 points to a change of +775% from the prior year. Over the last 30 days, this estimate has remained unchanged. For the next fiscal year, the consensus earnings estimate of ...

Investors interested in Consumer Discretionary stocks should always be looking to find the best-performing companies in the group. Super Group (SGHC) Limited (SGHC) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Consumer Discretionary peers, we might be able to answer that question. Super Group (SGHC) Limited is a member of our Consumer Disc ...

Core Viewpoint - Super Group (SGHC) has shown a positive stock performance of +6% over the past month, outperforming the Zacks S&P 500 composite's +4.6% and contrasting with the Zacks Gaming industry's decline of -4.6% [1] Earnings Estimate Revisions - The consensus earnings estimate for the current fiscal year is $0.35, reflecting a significant increase of +775% from the previous year, with a recent upward revision of +6.1% over the last 30 days [2] - Super Group (SGHC) is expected to report earnings of $0.11 per share for the current quarter, indicating a year-over-year increase of +57.1%, with the Zacks Consensus Estimate changing by +10% in the last month [8] - For the next fiscal year, the consensus earnings estimate is $0.43, representing a +22.9% change from the previous year, with a recent increase of +7.5% [9] Revenue Growth Forecast - The consensus sales estimate for the current quarter is $436.89 million, indicating a year-over-year growth of +5.4%. The estimates for the current and next fiscal years are $1.69 billion and $1.83 billion, reflecting changes of +8.8% and +8.3%, respectively [5] Last Reported Results and Surprise History - In the last reported quarter, Super Group (SGHC) achieved revenues of $411.77 million, a year-over-year increase of +13.4%, and an EPS of $0.04 compared to -$0.01 a year ago. The revenue exceeded the Zacks Consensus Estimate of $403.4 million by +2.08%, while the EPS fell short by -20% [13] - Over the last four quarters, Super Group (SGHC) surpassed consensus EPS estimates twice and exceeded revenue estimates three times [14] Valuation - Super Group (SGHC) is graded A in the Zacks Value Style Score, indicating that it is trading at a discount compared to its peers [18]

For those looking to find strong Consumer Discretionary stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Super Group (SGHC) Limited (SGHC) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out. Super Group (SGHC) Limited is one of 285 companies in the Consumer Discretionary group. The Consumer Discretionary group currently sits at #9 within the Zacks Sector Rank. The Zacks Sector Rank gauges the strength o ...

Super Group (SGHC) Limited (SGHC) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this company, should get reflected in its stock price. After all, empirical research shows a strong correlation b ...

Super Group (NYSE:SGHC) Limited Q1 2024 Earnings Conference Call May 8, 2024 8:30 AM ET Conference Call Participants Good morning, everyone, and thank you for joining us today to discuss Super Group's results for the First Quarter of 2024. My name is Jake Pisano, Vice President of ICR. On this call, I am joined by Neal Menashe, Chief Executive Officer. And during the Q&A session, we will be joined by Alinda Van Wyk, Chief Financial Officer; and Richard Hasson, President and Chief Commercial Officer. Jake Pi ...

1Q 2024 Earnings Review May 8, 2024 Forward-Looking Statements Certain statements made in this presentation are "forward looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. These forward-looking statements include, but are not limited to, expectations and timing related to market entries and expansion, projections of market opportunity, growth and profitability expected growth of Super Group's customer base, and expans ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(B) OR 12(G) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIE ...

Financial Data and Key Metrics Changes - Total revenue for Q4 2023 was €352 million, with operational EBITDA of €54 million, reflecting challenges in October due to low sports margins [4][12] - For the full year 2023, total revenue reached a record €1.406 billion, up 8% year-on-year, and operational EBITDA was €255 million, representing a 22% increase [17][40] - The EBITDA margin for the year improved to 18%, up 200 basis points from 2022, with a strong balance sheet showing €242 million in unrestricted cash and no debt [28][40] Business Line Data and Key Metrics Changes - Casino net revenues increased by 22% year-on-year to €289 million, driven by strong performance in Africa, Canada, and Europe, despite the closure of the Indian market [10][19] - Sportsbook revenue for Q4 declined by 39% year-on-year to €53 million, impacted by unfavorable soccer results and the Indian market closure [24] Market Data and Key Metrics Changes - Customer growth was significant, with an average of 4.7 million unique active monthly customers, an increase of 1.2 million year-on-year [19] - In Africa, revenue growth remained strong despite challenges, while Canada showed recovery post-regulation changes [20][21] Company Strategy and Development Direction - The company is focused on optimizing its global footprint, particularly in the U.S., and is evaluating state-by-state strategies for market entry and potential M&A opportunities [8][44] - Continued investment in marketing and technology is prioritized to drive long-term efficiencies and innovation [39][44] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving double-digit top-line growth for 2024, supported by a diverse customer base and strong engagement metrics [6][30] - The competitive landscape in the U.S. is being closely monitored, with adjustments to strategy as necessary [8][61] Other Important Information - The company is finalizing agreements to gain full control of its Betway global sportsbook technology, which is expected to enhance its operational capabilities [22] - The company plans to report adjusted EBITDA instead of operational EBITDA going forward, aligning with best practices [27] Q&A Session Summary Question: Plans for U.S. business in 2024 - Management is assessing options on a state-by-state basis, including potential M&A and focusing on casino states [32] Question: Strategy in Brazil - The company is awaiting regulatory developments in Brazil to understand the implications for its products and taxes [33] Question: Regions with best growth potential - Africa and parts of Central Europe, particularly Spain and Italy, are highlighted as strong growth areas [34] Question: iGaming legislation and M&A interests - The pace of iGaming regulation rollout has been slower than expected, and M&A opportunities are being evaluated carefully [52][54] Question: Technology migration status - Seven out of nine states have migrated to the new technology, with two large states expected to complete migration soon [49] Question: Focus on profitable states - Management is considering narrowing focus to states that offer both iGaming and sports betting for better profitability [64]