Sibanye Stillwater (SSW) Panoramica del titolo
Sibanye Stillwater Limited, insieme alle sue controllate, opera come società mineraria di metalli preziosi in Sudafrica, Stati Uniti, Europa e Australia. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 1/6 |
SSW Community Fair Values
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Analyst Price Targets
Concorrenti di Sibanye Stillwater Limited
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | R46.75 |
| Massimo di 52 settimane | R85.43 |
| Minimo di 52 settimane | R26.00 |
| Beta | 0.88 |
| Variazione di 1 mese | -12.06% |
| Variazione a 3 mesi | -25.89% |
| Variazione di 1 anno | 70.93% |
| Variazione a 3 anni | 35.39% |
| Variazione a 5 anni | -25.43% |
| Variazione dall'IPO | 265.73% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • May 13
SSW: Stronger Margin Outlook And Kloof Shaft Resolution May Support Repricing
Analysts have trimmed their ZAR price target for Sibanye Stillwater from ZAR100.00 to about ZAR97.55, reflecting updated assumptions around slightly lower revenue, a small change in discount rate, an adjusted future P/E and a modestly higher profit margin outlook. What's in the News Operations at the Kloof 8 shaft near Glenharvie in South Africa are halted while Sibanye Stillwater investigates a fatal incident on May 3, 2026.
Aggiornamento della narrazione • Apr 28
SSW: Higher Discount Rates And Margin Assumptions Will Shape Future Returns
Analysts have trimmed their Sibanye Stillwater price target by ZAR2, reflecting slightly higher discount rate assumptions and more cautious revenue growth expectations. This is partly offset by a modestly stronger profit margin outlook and a marginally lower future P/E multiple.Aggiornamento della narrazione • Apr 14
SSW: Recent Bank Upgrades And Margin Delivery May Support Repricing
Analysts have reduced their ZAR fair value estimate for Sibanye Stillwater from ZAR103.00 to ZAR100.00, citing slightly higher discount rate assumptions, a modestly lower revenue growth outlook, and a lower future P/E multiple, partly offset by a small improvement in projected profit margins. Analyst Commentary Recent research updates on Sibanye Stillwater point to a more constructive tone from several bullish analysts, with a focus on valuation support and execution on key priorities.Recent updates
Aggiornamento della narrazione • May 13
SSW: Stronger Margin Outlook And Kloof Shaft Resolution May Support Repricing
Analysts have trimmed their ZAR price target for Sibanye Stillwater from ZAR100.00 to about ZAR97.55, reflecting updated assumptions around slightly lower revenue, a small change in discount rate, an adjusted future P/E and a modestly higher profit margin outlook. What's in the News Operations at the Kloof 8 shaft near Glenharvie in South Africa are halted while Sibanye Stillwater investigates a fatal incident on May 3, 2026.Aggiornamento della narrazione • Apr 28
SSW: Higher Discount Rates And Margin Assumptions Will Shape Future Returns
Analysts have trimmed their Sibanye Stillwater price target by ZAR2, reflecting slightly higher discount rate assumptions and more cautious revenue growth expectations. This is partly offset by a modestly stronger profit margin outlook and a marginally lower future P/E multiple.Aggiornamento della narrazione • Apr 14
SSW: Recent Bank Upgrades And Margin Delivery May Support Repricing
Analysts have reduced their ZAR fair value estimate for Sibanye Stillwater from ZAR103.00 to ZAR100.00, citing slightly higher discount rate assumptions, a modestly lower revenue growth outlook, and a lower future P/E multiple, partly offset by a small improvement in projected profit margins. Analyst Commentary Recent research updates on Sibanye Stillwater point to a more constructive tone from several bullish analysts, with a focus on valuation support and execution on key priorities.Aggiornamento della narrazione • Mar 30
SSW: Higher Earnings Outlook And Execution Risks Will Shape Future Returns
The analyst price target for Sibanye Stillwater has been raised from ZAR38.00 to about ZAR49.92, with analysts citing updated assumptions on fair value, discount rate, revenue growth, profit margins, and a higher future P/E multiple as the main drivers of this change. Analyst Commentary Recent research updates highlight a mix of optimism and caution around Sibanye Stillwater, with the raised ZAR49.92 price target sitting alongside more guarded views on the company’s ability to deliver on those assumptions.Aggiornamento della narrazione • Mar 16
SSW: Recent Bank Upgrades And Higher P E Assumptions May Support Repricing
Narrative Update The analyst price target for Sibanye Stillwater has been raised by ZAR4. Analysts cite updated assumptions for revenue growth, profit margins and a higher future P/E multiple as key factors behind the change.
Aggiornamento della narrazione • Mar 02
SSW: Future Returns Will Depend On Executing Higher Margin And P E Assumptions
Sibanye Stillwater's analyst fair value estimate has been revised from about ZAR50.07 to around ZAR82.53, with analysts pointing to updated assumptions on discount rates, profit margins and future P/E multiples following recent research from major banks. Analyst Commentary Recent Street research has focused on how updated assumptions for Sibanye Stillwater feed into valuation, especially around discount rates, profit margins and future P/E multiples.Aggiornamento della narrazione • Feb 16
SSW: Recent Bank Upgrades And Keliber Progress Will Support Repricing
Analysts have raised their ZAR price target on Sibanye Stillwater by ZAR4, citing updated assumptions for discount rates, profit margins and future P/E, supported by recent upgrades and more constructive views from several research houses. Analyst Commentary Bullish analysts are leaning into a more constructive view on Sibanye Stillwater, with recent research pointing to updated assumptions for discount rates, profit margins and future P/E as key drivers behind higher valuation ranges.Aggiornamento della narrazione • Feb 02
SSW: Recent Bank Upgrades And Project Progress Will Support Repricing
Analysts have roughly doubled their price target for Sibanye Stillwater to US$103.00 from US$50.00, citing updated assumptions for faster revenue growth, higher profit margins, and a lower future P/E multiple following recent upgrades from major banks. Analyst Commentary Recent upgrades from major banks have reinforced the view that Sibanye Stillwater could offer investors a more attractive balance between growth potential and valuation than previously assumed.Aggiornamento della narrazione • Jan 19
SSW: Wage Deal And Settlement Payments Will Weigh On Future Earnings
Analysts have kept their fair value estimate for Sibanye Stillwater steady at $38.00, while fine tuning inputs such as a slightly lower discount rate, modestly higher revenue growth assumptions, a small change in profit margin expectations, and a marginally lower future P/E to reflect a more balanced view of the company’s risk and earnings profile. What's in the News Sibanye Stillwater concluded a three year wage agreement for its South African gold operations with AMCU, NUM, UASA and Solidarity.Aggiornamento della narrazione • Jan 05
SSW: Future Wage And Settlement Costs Will Pressure Earnings Outlook
Analysts have raised their fair value estimate for Sibanye Stillwater from $19.50 to $38.00, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple that they consider a closer reflection of the company’s outlook. What's in the News Sibanye Stillwater concluded a three year wage agreement at its South African gold operations with AMCU, NUM, UASA, and Solidarity, covering annual wage and benefit adjustments for employees from 1 July 2025 to 30 June 2028 (Key Developments).Aggiornamento della narrazione • Dec 21
SSW: Future Returns Will Depend On Chrome Agreement Cash Flows
Analysts have slightly trimmed their price target on Sibanye Stillwater to around $50.07 from approximately $50.16, citing moderate reductions in the assumed discount rate, upgraded forecasts for revenue growth and profit margins, and a somewhat lower future price to earnings multiple. What's in the News Concluded a three year wage agreement at South African gold operations with AMCU, NUM, UASA, and Solidarity.Aggiornamento della narrazione • Dec 07
SSW: Future Returns Will Depend On Chrome Deals And Leadership Transition
Analysts have nudged their price target on Sibanye Stillwater higher to approximately $50 from about $47, citing slightly stronger expectations for revenue growth and profit margins, despite a modest uptick in the assumed discount rate and a largely unchanged future earnings multiple. What's in the News Sibanye Stillwater agreed to a USD 215 million commercial settlement with Appian Capital Advisory over the terminated Atlantic Nickel and Mineração Vale Verde acquisition, resolving the dispute ahead of a quantum trial that had been set for November 2025 (Key Developments).Aggiornamento della narrazione • Nov 22
SSW: Future Performance Will Depend On Platinum Group Metal Price Momentum
Analysts have increased their price target for Sibanye Stillwater from $7 to $8.50. They cite expectations for stronger performance in platinum group metals and improved future profitability, despite recent operational challenges.Aggiornamento della narrazione • Nov 08
SSW: Future Depends On Platinum Group Metal Gains Amid Gold Weakness
The analyst price target for Sibanye Stillwater has increased from $7.00 to $8.50, as analysts cite improved prospects in its platinum group metal business and expectations for stronger back-end weighted production following a recent rise in PGM prices. Analyst Commentary Analysts have provided a nuanced outlook on Sibanye Stillwater, reflecting both optimism and ongoing concerns.Aggiornamento della narrazione • Oct 25
Improving Metal Prices And Leadership Changes Will Drive Profit Outlook
Analysts have raised their price target for Sibanye Stillwater to $8.50, up from $7. This decision is based on anticipated gains from stronger platinum group metal performance and improving profit outlooks.Aggiornamento della narrazione • Oct 11
Lithium Oversupply And Global Electrification Will Reshape Metals Markets
Narrative Update on Sibanye Stillwater Analysts have raised their price target for Sibanye Stillwater from $7.00 to $8.50, citing improved revenue growth and profit margin expectations. They also point to anticipated benefits from a recovery in platinum group metal prices.Aggiornamento della narrazione • Sep 27
Lithium Oversupply And Global Electrification Will Reshape Metals Markets
Analysts have raised Sibanye Stillwater’s price target to ZAR33.44 as they anticipate a gradual operational recovery and medium-term upside from stronger PGM prices, despite near-term gold challenges. Analyst Commentary Expectations of a gradual operational recovery with production weighted toward the second half of the year.Aggiornamento della narrazione • Sep 12
Lithium Oversupply And Global Electrification Will Reshape Metals Markets
Despite softer first-half operational performance and continued weakness in the South Africa Gold segment, analysts have raised Sibanye Stillwater’s price target to ZAR32.40, driven by a stronger outlook for platinum group metals and benefit from improved PGM prices. Analyst Commentary Softer first-half operational performance, particularly in the South Africa Gold business, led to another guidance downgrade.Aggiornamento della narrazione • Aug 28
Leadership Shifts And Cost Pressures Will Spark Battery Metals Turnaround
With both the discount rate and future P/E remaining essentially unchanged, analyst perceptions of Sibanye Stillwater’s valuation are stable, resulting in an unchanged consensus price target of ZAR31.13. What's in the News Sibanye Stillwater expects first half 2025 headline earnings per share (HEPS) to increase over 100% year-on-year, despite a basic loss per share driven primarily by impairment losses at US PGM operations and the Keliber lithium project.
Nuova narrazione • Apr 23
Leadership Shifts And Cost Pressures Will Spark Battery Metals Turnaround
Leadership changes may lead to strategic shifts that could misalign with market expectations, affecting revenue growth and investor confidence.Rendimenti per gli azionisti
| SSW | ZA Metals and Mining | ZA Mercato | |
|---|---|---|---|
| 7D | -8.1% | -5.2% | -0.8% |
| 1Y | 70.9% | 45.5% | 17.8% |
Ritorno vs Industria: SSW ha superato il ZA Metals and Mining che ha restituito 45.5 % nell'ultimo anno.
Rendimento vs Mercato: SSW ha superato il mercato ZA che ha restituito 17.8 % nell'ultimo anno.
Volatilità dei prezzi
| SSW volatility | |
|---|---|
| SSW Average Weekly Movement | 9.6% |
| Metals and Mining Industry Average Movement | 8.9% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in ZA Market | 10.6% |
| 10% least volatile stocks in ZA Market | 3.5% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di SSW è stato volatile rispetto al mercato ZA.
Volatilità nel tempo: La volatilità settimanale ( 10% ) di SSW è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni ZA.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2013 | 57,857 | Richard Stewart | www.sibanyestillwater.com |
Sibanye Stillwater Limited, insieme alle sue controllate, opera come società mineraria di metalli preziosi in Sudafrica, Stati Uniti, Europa e Australia. L'azienda produce oro, metalli del gruppo del platino (PGM), tra cui palladio, platino, rodio, iridio e rutenio, cromo, litio, zinco, nichel, argento, cobalto e rame. Sibanye Stillwater Limited è stata fondata nel 2013 e ha sede a Weltevreden Park, in Sudafrica.
Sibanye Stillwater Limited Riepilogo dei fondamenti
| SSW statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | R132.33b |
| Utili (TTM) | -R5.17b |
| Ricavi(TTM) | R129.68b |
1.0x
Rapporto P/S-25.6x
Rapporto P/ESSW è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SSW Conto economico (TTM) | |
|---|---|
| Ricavi | R129.68b |
| Costo del fatturato | R97.81b |
| Profitto lordo | R31.87b |
| Altre spese | R37.04b |
| Utili | -R5.17b |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
Sep 01, 2026
| Utile per azione (EPS) | -1.83 |
| Margine lordo | 24.58% |
| Margine di profitto netto | -3.99% |
| Rapporto debito/patrimonio netto | 97.9% |
Come si è comportato SSW nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.8%
Rendimento attuale del dividendo-72%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/23 10:04 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Sibanye Stillwater Limited è coperta da 18 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Wade Napier | Avior Capital Markets |
| Andrew Byrne | Barclays |
| Alexander Robert Pearce | BMO Capital Markets Equity Research |