Electric Arc Furnaces And Data Center Demand Will Drive Strong Long Term Prospects

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

19 Dec 25

Updated

14 Jul 26

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Not Invested

Shared on 14 Jul 26

Fair value Increased 76%

SGM: FY26 Guidance And Margin Outlook Will Support Further Rerating

Sims raises its outlook for the year ahead, and analysts respond by marking the business as worth more than they previously thought. The key change is growing confidence that the company can keep more profit from each sale, which could shift how investors think about the stock.

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Fair Value vs Share Price

AU$34.4

vs AU$25.4226.1% undervalued

6.9%

Revenue growth

3.9%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Undervalued with adequate balance sheet.

Market capAU$4.8b

PB2.0x

Estimated Growth4.4%

Dividend Yield1.1%

Full analysis

CEO & management

Stephen Mikkelsen

CEO

4.5yrs

CEO Tenure

Engages in buying, processing, and selling of ferrous and non-ferrous recycled metals in Australia, China, India, Thailand, Turkey, the United States, and internationally.