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South African (JSE) Metals and Mining Industry Analysis

UpdatedNov 30, 2022
DataAggregated Company Financials
Companies20
  • 7D1.1%
  • 3M25.6%
  • 1Y-4.0%
  • YTD-4.8%

In the last week, the Metals and Mining industry is up 1.1%, with Anglo American Platinum up 2.2%. In the past year, the industry is down 4.0%. In the next few years, earnings are forecast to decline by 1.8% annually.

Industry Valuation and Performance

Has the South African Metals and Mining Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Nov 2022R1.4tR888.0bR196.4b5.3x7.2x1.6x
Fri, 28 Oct 2022R1.2tR896.6bR197.9b5x6.3x1.4x
Sun, 25 Sep 2022R1.0tR895.5bR197.9b5x5.3x1.2x
Tue, 23 Aug 2022R1.1tR908.6bR213.8b4.9x5.3x1.3x
Thu, 21 Jul 2022R1.1tR946.5bR248.4b4x4.6x1.2x
Sat, 18 Jun 2022R1.3tR936.1bR246.6b4.9x5.2x1.4x
Mon, 16 May 2022R1.4tR936.7bR246.1b4.7x5.7x1.5x
Wed, 13 Apr 2022R1.7tR912.8bR239.5b6.3x7.1x1.9x
Fri, 11 Mar 2022R1.9tR909.6bR237.7b7.4x7.8x2x
Sun, 06 Feb 2022R1.5tR913.4bR269.3b6.2x5.6x1.7x
Tue, 04 Jan 2022R1.5tR917.0bR270.0b5.8x5.4x1.6x
Thu, 02 Dec 2021R1.5tR916.9bR269.7b5.6x5.5x1.6x
Sat, 30 Oct 2021R1.4tR933.1bR272.1b5.6x5.2x1.5x
Mon, 27 Sep 2021R1.3tR919.9bR264.1b5.1x4.7x1.4x
Wed, 25 Aug 2021R1.4tR890.5bR258.5b5.5x5.4x1.6x
Thu, 01 Jul 2021R1.4tR890.5bR258.5b5.4x5.5x1.6x
Sun, 04 Apr 2021R1.6tR800.2bR210.1b8.4x7.8x2.1x
Wed, 06 Jan 2021R1.4tR701.3bR158.0b9.5x8.6x1.9x
Sat, 10 Oct 2020R1.2tR643.6bR115.0b8.7x10.7x1.9x
Fri, 03 Jul 2020R1.2tR586.5bR69.5b10.2x16.7x2x
Mon, 06 Apr 2020R700.3bR562.6bR56.5b10.9x12.4x1.2x
Thu, 09 Jan 2020R1.0tR509.8bR42.7b25.8x24x2x
Price to Earnings Ratio

21.2x


Total Market Cap: R896.9bTotal Earnings: R42.2bTotal Revenue: R478.8bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Metals and Mining Industry Price to Earnings3Y Average 10x202020212022
Current Industry PE
  • Investors are pessimistic on the South African 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 7.2x which is lower than its 3-year average PE of 10.0x.
  • The industry is trading close to its 3-year average PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Metals and Mining industry have grown 67% per year over the last three years.
  • Revenues for these companies have grown 23% 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 South African Materials industry?

ZA Market0.17%
Materials0.67%
Metals and Mining1.14%
Precious Metals and Minerals2.51%
Copper0%
Silver0%
Aluminum-0.33%
Steel-0.67%
Diversified Metals and Mining-1.03%
Gold-1.06%
Industry PE
  • Investors are most optimistic about the Gold industry even though it's trading below its 3-year average PE ratio of 16.9x.
    • Analysts are expecting annual earnings growth of 10.1%, which is higher than its past year's earnings decline of 22.1% per year.
  • Investors are most pessimistic about the Aluminum industry, which is trading below its 3-year average of 2.4x.
Forecasted Growth
  • Analysts are most optimistic on the Gold industry, expecting annual earnings growth of 10% over the next 5 years.
  • This is better than its past earnings decline of 22% per year.
  • In contrast, the Steel industry is expected to see its earnings decline by 11% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
AMS Anglo American PlatinumR1.62k2.2%
+R9.3b
-4.7%PE7.2x
IMP Impala Platinum HoldingsR201.452.4%
+R4.0b
-0.4%PE5.3x
SSW Sibanye StillwaterR45.162.7%
+R3.4b
-10.5%PE6.3x
NPH Northam Platinum HoldingsR188.004.5%
+R3.1b
-15.4%PE7.5x
RBP Royal Bafokeng PlatinumR167.102.1%
+R977.9m
9.3%PE12.7x
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Latest News

RBP

R167.10

Royal Bafokeng Platinum

7D

2.1%

1Y

9.3%

IMP

R201.45

Impala Platinum Holdings

7D

2.4%

1Y

-0.4%

ARI

R280.42

African Rainbow Minerals

7D

-0.7%

1Y

36.1%

THA

R22.50

Tharisa

7D

3.4%

1Y

-17.6%

WEZ

R1.09

Wesizwe Platinum

7D

3.8%

1Y

-1.8%

MRF

R1.19

Merafe Resources

7D

-4.8%

1Y

4.4%

ACL

R4.58

ArcelorMittal South Africa

7D

-3.0%

1Y

-29.0%

ANG

R302.20

AngloGold Ashanti

7D

-1.1%

1Y

-12.4%

KIO

R469.67

Kumba Iron Ore

7D

-0.5%

1Y

1.9%

GFI

R184.59

Gold Fields

7D

-1.1%

1Y

-2.0%

HAR

R59.76

Harmony Gold Mining

7D

-0.7%

1Y

-12.6%

AMS

R1,620.64

Anglo American Platinum

7D

2.2%

1Y

-4.7%