Sibanye Stillwater (SSW) 주식 개요
시반예 스틸워터 유한회사는 자회사와 함께 남아프리카, 미국, 유럽, 호주에서 귀금속 채굴 회사로 운영되고 있습니다. 자세히 보기
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Analyst Price Targets
Sibanye Stillwater Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | R49.25 |
| 52주 최고가 | R85.43 |
| 52주 최저가 | R26.56 |
| 베타 | 0.88 |
| 1개월 변동 | -7.37% |
| 3개월 변동 | -24.63% |
| 1년 변동 | 79.35% |
| 3년 변동 | 40.67% |
| 5년 변동 | -27.87% |
| IPO 이후 변동 | 285.28% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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.주주 수익률
| SSW | ZA Metals and Mining | ZA 시장 | |
|---|---|---|---|
| 7D | 1.7% | 0.7% | 1.0% |
| 1Y | 79.4% | 59.0% | 19.9% |
수익률 대 산업: SSW은 지난 1년 동안 59%의 수익을 기록한 ZA Metals and Mining 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: SSW은 지난 1년 동안 19.9%를 기록한 ZA 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| SSW volatility | |
|---|---|
| SSW Average Weekly Movement | 9.6% |
| Metals and Mining Industry Average Movement | 8.8% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in ZA Market | 10.4% |
| 10% least volatile stocks in ZA Market | 3.3% |
안정적인 주가: SSW의 주가는 지난 3개월 동안 ZA 시장보다 변동성이 컸습니다.
시간에 따른 변동성: SSW의 주간 변동성(10%)은 지난 1년 동안 안정적이었지만 ZA 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2013 | 57,857 | Richard Stewart | www.sibanyestillwater.com |
시반예 스틸워터는 자회사와 함께 남아공, 미국, 유럽, 호주에서 귀금속 채굴 회사로 운영되고 있습니다. 이 회사는 금, 팔라듐, 백금, 로듐, 이리듐, 루테늄을 포함한 백금족 금속(PGM), 크롬, 리튬, 아연, 니켈, 은, 코발트, 구리 등을 생산합니다. 시반예 스틸워터는 2013년에 설립되었으며 남아프리카공화국 웰테브레덴 파크에 본사를 두고 있습니다.
Sibanye Stillwater Limited 기초 지표 요약
| SSW 기초 통계 | |
|---|---|
| 시가총액 | R139.41b |
| 순이익 (TTM) | -R5.17b |
| 매출 (TTM) | R129.68b |
1.1x
주가매출비율(P/S)-27.0x
주가수익비율(P/E)SSW는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| SSW 손익계산서 (TTM) | |
|---|---|
| 매출 | R129.68b |
| 매출원가 | R97.81b |
| 총이익 | R31.87b |
| 기타 비용 | R37.04b |
| 순이익 | -R5.17b |
최근 보고된 실적
Dec 31, 2025
다음 실적 발표일
Sep 01, 2026
| 주당순이익(EPS) | -1.83 |
| 총이익률 | 24.58% |
| 순이익률 | -3.99% |
| 부채/자본 비율 | 97.9% |
SSW의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
2.7%
현재 배당 수익률-72%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/27 06:48 |
| 종가 | 2026/05/26 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Sibanye Stillwater Limited는 18명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Wade Napier | Avior Capital Markets |
| Andrew Byrne | Barclays |
| Alexander Robert Pearce | BMO Capital Markets Equity Research |