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South African (JSE) Metals and Mining Industry Analysis

UpdatedDec 01, 2021
DataAggregated Company Financials
Companies20
  • 7D3.3%
  • 3M4.1%
  • 1Y19.4%
  • YTD-1.6%

Over the last 7 days, the Metals and Mining industry has risen 3.3%, driven by gains from Anglo American Platinum of 7.7%. This takes the industry's 12 month performance to a gain of 19%.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Wed, 01 Dec 2021R1.4tR918.5bR270.1b5.4x
Fri, 29 Oct 2021R1.4tR931.8bR271.8b5.5x
Sun, 26 Sep 2021R1.3tR919.9bR264.1b5.1x
Tue, 24 Aug 2021R1.4tR890.5bR258.5b5.4x
Wed, 30 Jun 2021R1.4tR890.5bR258.5b5.4x
Sat, 03 Apr 2021R1.6tR800.2bR210.1b8.4x
Tue, 05 Jan 2021R1.4tR701.3bR158.0b9.5x
Fri, 09 Oct 2020R1.2tR643.6bR115.0b8.7x
Thu, 02 Jul 2020R1.2tR586.5bR69.5b10.2x
Sun, 05 Apr 2020R700.3bR562.6bR56.5b10.9x
Wed, 08 Jan 2020R1.0tR509.8bR42.7b25.8x
Tue, 01 Oct 2019R776.6bR478.8bR42.2b21.2x
Fri, 05 Jul 2019R741.5bR445.9bR35.4b18.3x
Mon, 08 Apr 2019R629.4bR432.2bR19.3b12.3x
Thu, 10 Jan 2019R476.0bR417.0bR3.5b9.4x
PE Ratio

7.3x

Total Market Cap: R402.1bTotal Earnings: R137.9mTotal Revenue: R419.1b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are more pessimistic on the industry, considering it's trading at a PE ratio of 5.4x which is lower than its 3-year average PE of 12.9x. Given that earnings are expected to decline by 10%, the lower than average PE seems justified.

Past Earnings Growth: The earnings for companies in the Metals and Mining industry have grown 1,151% per year over the last three years, and revenues for these companies have grown 30% 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 Metals and Mining industry?

Gold7.31%
Steel2.28%
Precious Metals and Minerals2.26%
Diversified Metals and Mining-2.62%
Aluminum-7.48%

Industry PE: Investors are most optimistic about the Aluminum industry which is trading above its 3-year average PE ratio of 10.0x. It looks like they are confident that earnings will grow faster in the future than they have historically. Meanwhile, investors are most pessimistic about the Steel industry, which is trading below its 3-year average of 7.1x.

Forecasted Growth: Analysts are most optimistic on the Gold industry, expecting annual earnings growth of 2.3% over the next 5 years. Meanwhile, the Steel industry is expected to see its earnings decline by 23% per year over the next few years.

Top Stock Gainers and Losers

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

Company7D1YValuation
AMS Anglo American Platinum7.7%+R33.2b44.8%PE6.7x
ANG AngloGold Ashanti10.5%+R14.1b2.3%PE10x
IMP Impala Platinum Holdings8.6%+R13.6b23.9%PE3.6x
GFI Gold Fields7.9%+R12.0b30.3%PE10.7x
RBP Royal Bafokeng Platinum25.4%+R8.9b138.9%PE5.8x
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Latest News

IMP

R210.81

Impala Platinum Holdings

7D

8.6%

1Y

23.9%

HLM

R4.00

Hulamin

7D

-4.8%

1Y

166.7%