Sibanye Stillwater Limited

JSE:SSW 株式レポート

時価総額：R92.5b

Sibanye Stillwater 将来の成長

Future 基準チェック /46

Sibanye Stillwater利益と収益がそれぞれ年間38.6%と4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に29.9% 38%なると予測されています。

主要情報

38.6%

収益成長率

37.99%

EPS成長率

Metals and Mining 収益成長14.6%
収益成長率4.0%
将来の株主資本利益率29.86%
アナリストカバレッジ

Good

最終更新日17 Jul 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Jul 09

SSW: Cost Discipline And Production Plans Will Guide Balanced Future Returns

Analysts have trimmed their fair value estimate for Sibanye Stillwater from ZAR48.43 to ZAR33.00, citing updated assumptions on discount rates, revenue growth, profit margins, future P/E multiples, and recent Street target reductions. What's in the News Sibanye Stillwater held an Analyst and Investor Day focused on the group’s international and recycling operations, outlining capital and production plans for these parts of the business.
ナラティブ更新 • Jun 25

SSW: Higher Margins And Cost Control Will Shape Future Returns

Analysts have made a small upward adjustment to the Sibanye Stillwater price target to ZAR48.43. This reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.
ナラティブ更新 • Jun 11

SSW: Stable Production And Higher Metal Prices Will Support Repricing

Analysts have adjusted their fair value estimate for Sibanye Stillwater to ZAR97.49 per share from ZAR97.55. This reflects updated views on a slightly higher discount rate, firmer revenue growth assumptions, a modestly softer profit margin, and a largely unchanged future P/E expectation.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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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新しいナラティブ • 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.

業績と収益の成長予測

JSE:SSW - アナリストの将来予測と過去の財務データ ( )ZAR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028160,16028,39324,26838,4847
12/31/2027175,22029,74729,09144,3897
12/31/2026166,65625,60327,41441,8238
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

アナリストによる今後の成長予測

収入対貯蓄率: SSWは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 9.8% ) よりも高い成長率であると考えられます。

収益対市場: SSW今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: SSW今後 3 年以内に収益を上げることが予想されます。

収益対市場: SSWの収益 ( 4% ) ZA市場 ( 5.1% ) よりも低い成長が予測されています。

高い収益成長: SSWの収益 ( 4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SSWの 自己資本利益率 は、3年後には高くなると予測されています ( 29.9 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/18 22:32
終値2026/07/17 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Sibanye Stillwater Limited 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19

アナリスト機関
Wade NapierAvior Capital Markets
Andrew ByrneBarclays
Raj RayBMO Capital Markets Equity Research