Anglo American Platinum Limited Just Missed EPS By 20%: Here's What Analysts Think Will Happen Next
Feb 21
Have your own idea? Try our Stock Screener
South African (JSE) Materials Sector Analysis
UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies31
- 7D0.5%
- 3M7.2%
- 1Y6.9%
- YTD16.0%
Over the last 7 days, the Materials industry has remained flat, although notably Kumba Iron Ore gained 9.1%. As for the the longer term, the industry is up 6.9% over the past 12 months. As for the next few years, earnings are expected to grow by 34% per annum.
Sector Valuation and Performance
Has the South African Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Feb 2025 | R1.1t | R1.1t | -R59,939,446,855.14 | 8.8x | -18.3x | 1x |
| Sun, 19 Jan 2025 | R1.0t | R1.1t | -R52,074,367,712.51 | 9.7x | -19.6x | 0.9x |
| Tue, 17 Dec 2024 | R963.7b | R1.1t | -R52,758,130,459.91 | 9.7x | -18.3x | 0.8x |
| Thu, 14 Nov 2024 | R991.5b | R1.1t | -R56,048,152,856.90 | 9.7x | -17.7x | 0.9x |
| Sat, 12 Oct 2024 | R1.0t | R1.1t | -R59,877,304,927.32 | 9.8x | -17.3x | 0.9x |
| Mon, 09 Sep 2024 | R926.9b | R1.1t | -R45,126,955,001.09 | 10.7x | -20.5x | 0.8x |
| Wed, 07 Aug 2024 | R1.1t | R1.2t | R12.5b | 9.4x | 84.3x | 0.9x |
| Fri, 05 Jul 2024 | R1.1t | R1.2t | R16.8b | 9.2x | 67.2x | 1x |
| Sun, 02 Jun 2024 | R1.1t | R1.2t | R15.9b | 8.7x | 69.7x | 0.9x |
| Tue, 30 Apr 2024 | R1.1t | R1.2t | R16.7b | 8.5x | 68.8x | 1x |
| Thu, 28 Mar 2024 | R1.1t | R1.2t | R15.9b | 8.7x | 67.9x | 0.9x |
| Sat, 24 Feb 2024 | R1.0t | R1.2t | R90.5b | 9.4x | 11.4x | 0.8x |
| Mon, 22 Jan 2024 | R1.1t | R1.2t | R106.5b | 9.5x | 10.4x | 0.9x |
| Wed, 20 Dec 2023 | R1.2t | R1.2t | R105.8b | 9.4x | 11.8x | 1x |
| Fri, 17 Nov 2023 | R1.1t | R1.2t | R107.1b | 8.3x | 10.5x | 0.9x |
| Sun, 15 Oct 2023 | R1.2t | R1.3t | R109.2b | 8.8x | 10.8x | 0.9x |
| Tue, 12 Sep 2023 | R1.2t | R1.3t | R111.6b | 8.8x | 10.7x | 0.9x |
| Thu, 10 Aug 2023 | R1.3t | R1.4t | R186.1b | 5.2x | 7.1x | 1x |
| Sat, 08 Jul 2023 | R1.3t | R1.4t | R215.8b | 4.5x | 6.2x | 0.9x |
| Mon, 05 Jun 2023 | R1.6t | R1.4t | R225.0b | 5.2x | 7.2x | 1.1x |
| Wed, 03 May 2023 | R1.6t | R1.4t | R234.6b | 5.5x | 6.8x | 1.1x |
| Fri, 31 Mar 2023 | R1.5t | R1.4t | R221.1b | 5.6x | 6.8x | 1.1x |
| Sun, 26 Feb 2023 | R1.4t | R1.4t | R222.2b | 5.7x | 6.4x | 1x |
| Tue, 24 Jan 2023 | R1.7t | R1.4t | R248.5b | 5.9x | 6.8x | 1.2x |
| Thu, 22 Dec 2022 | R1.6t | R1.4t | R248.1b | 6.5x | 6.6x | 1.2x |
| Sat, 19 Nov 2022 | R1.7t | R1.4t | R249.1b | 6.6x | 6.7x | 1.2x |
| Mon, 17 Oct 2022 | R1.4t | R1.4t | R251.6b | 5.7x | 5.7x | 1x |
| Wed, 14 Sep 2022 | R1.5t | R1.4t | R249.0b | 5.7x | 5.9x | 1.1x |
| Fri, 12 Aug 2022 | R1.6t | R1.3t | R235.2b | 6.6x | 6.6x | 1.2x |
| Sun, 10 Jul 2022 | R1.6t | R1.4t | R267.8b | 5.4x | 6.1x | 1.2x |
| Tue, 07 Jun 2022 | R1.7t | R1.4t | R266.4b | 5.7x | 6.6x | 1.3x |
| Thu, 05 May 2022 | R1.8t | R1.3t | R263.4b | 6.6x | 6.9x | 1.4x |
| Sat, 02 Apr 2022 | R2.0t | R1.3t | R256.9b | 7.6x | 7.9x | 1.5x |
| Mon, 28 Feb 2022 | R2.0t | R1.3t | R283.0b | 7.2x | 7.1x | 1.5x |
Price to Earnings Ratio
7.1x
Current Industry PE
- Investors are relatively neutral on the South African Materials industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PS ratio of 1.0x.
Past Earnings Growth
- Total earnings for the Materials industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 5.2% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the South African Materials sector?
| ZA Market | 0.93% | |
| Materials | 0.48% | |
| Chemicals | 2.22% | |
| Metals and Mining | 0.46% | |
| Packaging | -0.38% | |
| Paper and Forestry Products | -0.71% | |
| Basic Materials | -3.13% | |
Industry PE
- Investors are most optimistic about the Basic Materials industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 31.8%, which is lower than the prior year's growth of 169.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Chemicals industry, expecting annual earnings growth of 68% over the next 5 years.
- This is better than its past earnings growth rate of 4.5% per year.
- In contrast, the Paper and Forestry Products industry is expected to see its earnings grow by 17% 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 | |
|---|---|---|---|---|---|
| KIO Kumba Iron Ore | R383.12 | 9.1% +R10.2b | -30.5% | PE8.4x | |
| SOL Sasol | R87.00 | 6.6% +R3.4b | -40.4% | PS0.2x | |
| AFE AECI | R88.00 | 4.1% +R367.2m | -7.5% | PE11.8x | |
| GML Gemfields Group | R1.45 | 17.9% +R257.0m | -49.3% | PS0.4x | |
| MPT Mpact | R29.30 | 4.2% +R172.5m | 1.0% | PE9.7x |
