Is Jubilee Metals Group PLC (LON:JLP) Trading At A 41% Discount?
Nov 26
U.K. (FTSE) Metals and Mining Industry Analysis
UpdatedNov 28, 2022
DataAggregated Company Financials
Companies143
- 7D2.0%
- 3M8.1%
- 1Y7.0%
- YTD-0.8%
Over the last 7 days, the Metals and Mining industry has risen 2.0%, driven by gains from En+ Group International of . This takes the industry's 12 month performance to a gain of 7.0%. As for the next few years, earnings are forecast to decline by 14% per annum.
Industry Valuation and Performance
Has the U.K. Metals and Mining Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 28 Nov 2022 | UK£240.1b | UK£342.4b | UK£45.5b | 6.6x | 5.3x | 0.7x |
| Wed, 26 Oct 2022 | UK£211.7b | UK£357.7b | UK£47.3b | 5.3x | 4.5x | 0.6x |
| Fri, 23 Sep 2022 | UK£215.0b | UK£364.3b | UK£48.7b | 5.3x | 4.4x | 0.6x |
| Sun, 21 Aug 2022 | UK£219.0b | UK£349.0b | UK£47.0b | 5.8x | 4.7x | 0.6x |
| Tue, 19 Jul 2022 | UK£187.1b | UK£306.3b | UK£40.7b | 5.8x | 4.6x | 0.6x |
| Thu, 16 Jun 2022 | UK£239.8b | UK£316.2b | UK£42.4b | 5.9x | 5.7x | 0.8x |
| Sat, 14 May 2022 | UK£226.1b | UK£312.1b | UK£41.9b | 5.8x | 5.4x | 0.7x |
| Mon, 11 Apr 2022 | UK£264.9b | UK£295.1b | UK£40.0b | 7.4x | 6.6x | 0.9x |
| Wed, 09 Mar 2022 | UK£250.2b | UK£320.9b | UK£50.5b | 7.3x | 5x | 0.8x |
| Fri, 04 Feb 2022 | UK£307.6b | UK£272.9b | UK£42.1b | 8x | 7.3x | 1.1x |
| Sun, 02 Jan 2022 | UK£305.2b | UK£274.1b | UK£42.2b | 7.7x | 7.2x | 1.1x |
| Tue, 30 Nov 2021 | UK£287.4b | UK£278.0b | UK£42.7b | 8.5x | 6.7x | 1x |
| Thu, 28 Oct 2021 | UK£303.8b | UK£271.0b | UK£41.9b | 8.9x | 7.3x | 1.1x |
| Sat, 25 Sep 2021 | UK£294.1b | UK£268.3b | UK£39.6b | 7.6x | 7.4x | 1.1x |
| Mon, 23 Aug 2021 | UK£304.5b | UK£265.9b | UK£39.1b | 9x | 7.8x | 1.1x |
| Sat, 10 Jul 2021 | UK£321.9b | UK£265.9b | UK£39.1b | 9.3x | 8.2x | 1.2x |
| Fri, 02 Apr 2021 | UK£307.1b | UK£242.3b | UK£27.2b | 9.8x | 11.3x | 1.3x |
| Mon, 04 Jan 2021 | UK£289.7b | UK£222.2b | UK£16.3b | 12.7x | 17.8x | 1.3x |
| Thu, 08 Oct 2020 | UK£232.0b | UK£241.4b | UK£14.0b | 11.2x | 16.6x | 1x |
| Wed, 01 Jul 2020 | UK£228.5b | UK£261.9b | UK£12.4b | 10x | 18.5x | 0.9x |
| Sat, 04 Apr 2020 | UK£187.4b | UK£279.8b | UK£16.4b | 7.6x | 11.4x | 0.7x |
| Tue, 07 Jan 2020 | UK£248.7b | UK£283.2b | UK£19.8b | 11.1x | 12.6x | 0.9x |
Price to Earnings Ratio
9.8x
Current Industry PE
- Investors are pessimistic on the British Metals and Mining industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 5.3x which is lower than its 3-year average PE of 11.1x.
- The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.70x.
Past Earnings Growth
- The earnings for companies in the Metals and Mining industry have grown 24% per year over the last three years.
- Revenues for these companies have grown 4.2% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.K. Materials industry?
| GB Market | 1.33% | |
| Materials | 1.86% | |
| Metals and Mining | 2.05% | |
| Precious Metals and Minerals | 3.37% | |
| Diversified Metals and Mining | 2.11% | |
| Gold | 1.46% | |
| Copper | 1.27% | |
| Steel | 0.56% | |
| Aluminum | 0% | |
| Silver | 0% | |
Industry PE
- Investors are most optimistic about the Precious Metals and Minerals industry even though it's trading below its 3-year average PE ratio of 35.4x.
- Analysts are expecting annual earnings growth of 19.6%, which is higher than its past year's earnings decline of 54.5% per year.
- Investors are most pessimistic about the Steel industry, which is trading below its 3-year average of 6.7x.
Forecasted Growth
- Analysts are most optimistic on the Gold industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings decline of 20% per year.
- In contrast, the Diversified Metals and Mining industry is expected to see its earnings decline by 18% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ENPL En+ Group International | US$9.30 | n/a US$4.7b | -8.8% | PE2.2x | |
| GLEN Glencore | UK£5.34 | 5.5% +UK£3.6b | 51.6% | PE5.4x | |
| EVR EVRAZ | UK£0.81 | n/a UK£1.2b | -86.2% | PE0.4x | |
| AAL Anglo American | UK£32.04 | 1.4% +UK£528.2m | 21.6% | PE6.7x | |
| FRES Fresnillo | UK£8.95 | 3.5% +UK£221.1m | -1.3% | PE33.7x |
