Sibanye Stillwater Limited

Report azionario JSE:SSW

Capitalizzazione di mercato: R139.9b

Sibanye Stillwater Crescita futura

Criteri Future verificati 4/6

Sibanye Stillwater prevede che gli utili e i ricavi cresceranno rispettivamente di 42.1% e 6.1% all'anno. Si prevede che l'EPS crescerà di 34.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 28.2% in 3 anni.

Informazioni chiave

42.1%

Tasso di crescita degli utili

34.09%

Tasso di crescita dell'EPS

Metals and Mining crescita degli utili18.5%
Tasso di crescita dei ricavi6.2%
Rendimento futuro del capitale proprio28.18%
Copertura analitica

Good

Ultimo aggiornamento29 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • May 28

SSW: Future Returns Will Rely On Executing Higher Margin And P E Assumptions

Analysts have reset their ZAR price expectations for Sibanye Stillwater lower, with a new fair value estimate of about ZAR65.41 compared with roughly ZAR82.53 previously, reflecting updated views on revenue growth, profit margins and a reduced future P/E assumption. What's in the News First quarter 2026 update: SA PGM operations 4E production, excluding third party concentrate, was 2% higher year on year, with AISC of ZAR 24,629/4Eoz (US$1,507/4Eoz) in line with the first quarter of 2025.
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.
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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.

Previsioni di crescita degli utili e dei ricavi

JSE:SSW - Stime future degli analisti e dati finanziari passati (ZAR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/2028161,38337,61841,86749,9576
12/31/2027183,75244,21137,92956,9237
12/31/2026185,62643,48534,22351,9357
12/31/2025129,677-5,1711,40221,709N/A
9/30/2025120,685-4,36262620,759N/A
6/30/2025111,692-3,553-15119,809N/A
3/31/2025111,911-5,425-5,71715,048N/A
12/31/2024112,129-7,297-11,28310,286N/A
9/30/2024110,225-29,913-13,1369,000N/A
6/30/2024108,320-52,530-14,9907,714N/A
3/31/2024111,002-45,151-12,49410,064N/A
12/31/2023113,684-37,772-9,99812,413N/A
9/30/2023121,081-11,984-3,44818,062N/A
6/30/2023128,47713,8033,10223,711N/A
3/31/2023133,38316,1006,10024,354N/A
12/31/2022138,28818,3969,09724,996N/A
9/30/2022145,45419,31516,52131,120N/A
6/30/2022152,62020,23423,94537,243N/A
3/31/2022162,40726,64430,81943,838N/A
12/31/2021172,19433,05437,69250,432N/A
9/30/2021167,26038,90931,91543,819N/A
6/30/2021162,32644,76326,13837,205N/A
3/31/2021144,85937,03822,68633,027N/A
12/31/2020127,39229,31219,23328,849N/A
9/30/2020115,90019,50716,39725,834N/A
6/30/2020104,4109,70213,56422,822N/A
3/31/202088,6674,8827,70316,185N/A
12/31/201972,925621,8429,548N/A
9/30/201961,603-1,384N/A10,370N/A
6/30/201950,281-2,831N/A11,191N/A
3/31/201950,469-2,665N/A11,694N/A
12/31/201850,656-2,500N/A12,198N/A
9/30/201850,629-1,028N/A8,090N/A
6/30/201850,602443N/A3,983N/A
3/31/201848,257-1,997N/A3,642N/A
12/31/201745,912-4,437N/A3,301N/A
9/30/201740,833-3,050N/A3,837N/A
6/30/201735,755-1,663N/A4,373N/A
3/31/201733,498905N/A5,195N/A
12/31/201631,2413,473N/A6,017N/A
9/30/201629,2092,172N/A5,770N/A
6/30/201627,177870N/A5,523N/A
3/31/201624,947794N/A4,849N/A
12/31/201522,717717N/A4,174N/A
9/30/201522,457958N/A4,061N/A
6/30/201522,1981,199N/A3,949N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che SSW diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 9.8% ).

Guadagni vs Mercato: Si prevede che SSW diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede SSW diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di SSW ( 6.1% all'anno) crescerà più lentamente rispetto al mercato ZA ( 6.9% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di SSW ( 6.1% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di SSW sarà elevato tra 3 anni ( 28.2 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/29 11:22
Prezzo dell'azione a fine giornata2026/05/28 00:00
Utili2025/12/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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. 7 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.

AnalistaIstituzione
Wade NapierAvior Capital Markets
Andrew ByrneBarclays
Alexander Robert PearceBMO Capital Markets Equity Research