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South African (JSE) Metals and Mining Industry Analysis
UpdatedAug 05, 2025
DataAggregated Company Financials
Companies18
- 7D3.4%
- 3M22.3%
- 1Y48.0%
- YTD65.5%
Over the last 7 days, the Metals and Mining industry has dropped 1.4%, driven by Valterra Platinum declining 5.1%. In contrast, Gold Fields has gained 14%. Over the past 12 months, the industry was up 42%. Earnings are forecast to grow by 42% annually.
Industry Valuation and Performance
Has the South African Metals and Mining Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 05 Aug 2025 | R1.3t | R643.3b | R25.3b | 7.7x | 53x | 2.1x |
| Thu, 03 Jul 2025 | R1.2t | R655.4b | R30.3b | 7.3x | 40.4x | 1.9x |
| Sat, 31 May 2025 | R1.1t | R658.0b | R30.9b | 7.1x | 35.6x | 1.7x |
| Mon, 28 Apr 2025 | R1.1t | R664.0b | R32.3b | 7x | 32.8x | 1.6x |
| Wed, 26 Mar 2025 | R1.0t | R661.9b | R33.1b | 7.3x | 31.4x | 1.6x |
| Fri, 21 Feb 2025 | R969.2b | R639.4b | -R24,204,227,199.14 | 10.3x | -40x | 1.5x |
| Sun, 19 Jan 2025 | R878.4b | R662.5b | -R12,756,213,056.51 | 9.7x | -68.9x | 1.3x |
| Tue, 17 Dec 2024 | R826.3b | R657.6b | -R13,410,166,903.91 | 9.9x | -61.6x | 1.3x |
| Thu, 14 Nov 2024 | R850.9b | R659.0b | -R13,314,956,100.90 | 10.1x | -63.9x | 1.3x |
| Sat, 12 Oct 2024 | R883.2b | R654.2b | -R15,039,665,671.32 | 11.8x | -58.7x | 1.4x |
| Mon, 09 Sep 2024 | R770.9b | R662.6b | R241.8m | 10.7x | 3188.5x | 1.2x |
| Wed, 07 Aug 2024 | R897.7b | R675.3b | R10.1b | 6.1x | 89.1x | 1.3x |
| Fri, 05 Jul 2024 | R951.6b | R688.9b | R13.8b | 6.9x | 68.9x | 1.4x |
| Sun, 02 Jun 2024 | R954.1b | R691.9b | R14.3b | 6.9x | 66.9x | 1.4x |
| Tue, 30 Apr 2024 | R993.0b | R690.4b | R14.4b | 6.8x | 69x | 1.4x |
| Thu, 28 Mar 2024 | R920.9b | R691.9b | R13.6b | 6.4x | 67.7x | 1.3x |
| Sat, 24 Feb 2024 | R865.9b | R724.6b | R83.3b | 7.5x | 10.4x | 1.2x |
| Mon, 22 Jan 2024 | R936.2b | R733.2b | R93.2b | 7.5x | 10x | 1.3x |
| Wed, 20 Dec 2023 | R1.1t | R729.4b | R92.7b | 8.1x | 11.5x | 1.5x |
| Fri, 17 Nov 2023 | R916.2b | R729.5b | R93.3b | 7.3x | 9.8x | 1.3x |
| Sun, 15 Oct 2023 | R947.5b | R733.8b | R93.9b | 7.6x | 10.1x | 1.3x |
| Tue, 12 Sep 2023 | R973.6b | R819.3b | R96.1b | 5.4x | 10.1x | 1.2x |
| Thu, 10 Aug 2023 | R1.1t | R845.1b | R140.7b | 4.3x | 7.8x | 1.3x |
| Sat, 08 Jul 2023 | R1.1t | R869.3b | R167.6b | 4.3x | 6.7x | 1.3x |
| Mon, 05 Jun 2023 | R1.4t | R884.0b | R177.1b | 5x | 7.9x | 1.6x |
| Wed, 03 May 2023 | R1.4t | R885.5b | R182.2b | 5x | 7.6x | 1.6x |
| Fri, 31 Mar 2023 | R1.3t | R859.9b | R169.0b | 4.7x | 7.6x | 1.5x |
| Sun, 26 Feb 2023 | R1.2t | R867.5b | R169.6b | 4.7x | 7x | 1.4x |
| Tue, 24 Jan 2023 | R1.4t | R891.5b | R197.4b | 5.8x | 7.3x | 1.6x |
| Thu, 22 Dec 2022 | R1.4t | R891.0b | R197.1b | 5.6x | 7.1x | 1.6x |
| Sat, 19 Nov 2022 | R1.4t | R890.2b | R196.8b | 5.5x | 7.2x | 1.6x |
| Mon, 17 Oct 2022 | R1.2t | R900.3b | R198.5b | 4.6x | 5.9x | 1.3x |
| Wed, 14 Sep 2022 | R1.2t | R884.8b | R196.4b | 5.2x | 6.1x | 1.4x |
| Fri, 12 Aug 2022 | R1.3t | R901.2b | R212.6b | 5.3x | 5.9x | 1.4x |
Price to Earnings Ratio
5.9x
Current Industry PE
- Investors are optimistic on the South African Metals and Mining industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 50.4x which is higher than its 3-year average PE of 33.7x.
- The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Metals and Mining industry have declined 51% per year over the last three years,
- Revenues have also declined 11% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the South African Materials industry?
| ZA Market | 0.92% | |
| Materials | 2.86% | |
| Metals and Mining | 3.44% | |
| Gold | 13.57% | |
| Steel | 0.18% | |
| Precious Metals and Minerals | -4.51% | |
| Diversified Metals and Mining | -4.72% | |
| Aluminum | -7.12% | |
| Copper | -13.87% | |
Industry PE
- Investors are most optimistic about the Gold industry, which is trading close to its 3-year average PE ratio of 17.9x.
- Analysts are expecting annual earnings growth of 34.2%, which is lower than the prior year's growth of 45.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Precious Metals and Minerals industry, expecting annual earnings growth of 62% over the next 5 years.
- This is better than its past earnings decline of 56% per year.
- In contrast, the Steel industry is expected to see its earnings decline by 9.8% 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 | |
|---|---|---|---|---|---|
| GFI Gold Fields | R499.69 | 14.4% +R56.3b | 65.9% | PE20x | |
| HAR Harmony Gold Mining | R274.78 | 11.5% +R17.6b | 63.3% | PE16.2x | |
| GML Gemfields Group | R1.47 | 17.6% +R379.3m | -39.5% | PS0.7x | |
| MDI Master Drilling Group | R15.94 | 4.5% +R102.4m | 35.1% | PE7.7x | |
| KIO Kumba Iron Ore | R296.14 | 0.1% +R62.0m | -22.8% | PE6.5x |
