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South African (JSE) Metals and Mining Industry Analysis
UpdatedJun 12, 2025
DataAggregated Company Financials
Companies18
- 7D6.7%
- 3M20.8%
- 1Y34.8%
- YTD49.1%
The Metals and Mining industry is up 6.7% in the last week, with Valterra Platinum up 24%. This means that the industry has gained 35% over the past year. Earnings are forecast to grow by 35% 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 |
|---|---|---|---|---|---|---|
| Thu, 12 Jun 2025 | R1.2t | R656.5b | R30.6b | 7.8x | 39.4x | 1.8x |
| Sat, 10 May 2025 | R1.1t | R661.2b | R31.8b | 6.7x | 33.7x | 1.6x |
| Mon, 07 Apr 2025 | R948.9b | R667.3b | R34.2b | 6.3x | 27.7x | 1.4x |
| Wed, 05 Mar 2025 | R905.2b | R658.5b | R32.0b | 8.4x | 28.3x | 1.4x |
| Fri, 31 Jan 2025 | R904.5b | R661.0b | -R12,951,739,483.97 | 10x | -69.8x | 1.4x |
| Sun, 29 Dec 2024 | R787.8b | R662.1b | -R12,804,682,002.07 | 9.4x | -61.5x | 1.2x |
| Tue, 26 Nov 2024 | R842.1b | R658.1b | -R13,428,518,783.13 | 10x | -62.7x | 1.3x |
| Thu, 24 Oct 2024 | R950.3b | R656.4b | -R13,654,098,576.42 | 10.9x | -69.6x | 1.4x |
| Sat, 21 Sep 2024 | R849.0b | R655.1b | -R14,941,592,618.23 | 11.4x | -56.8x | 1.3x |
| Mon, 19 Aug 2024 | R898.3b | R671.1b | R8.4b | 5.7x | 107.1x | 1.3x |
| Wed, 17 Jul 2024 | R965.9b | R687.7b | R13.6b | 6.2x | 70.8x | 1.4x |
| Fri, 14 Jun 2024 | R893.8b | R689.9b | R14.0b | 6.2x | 64x | 1.3x |
| Sun, 12 May 2024 | R1.0t | R689.2b | R14.2b | 7.2x | 71.3x | 1.5x |
| Tue, 09 Apr 2024 | R1.0t | R690.5b | R14.4b | 6.6x | 70.3x | 1.5x |
| Thu, 07 Mar 2024 | R896.4b | R694.3b | R17.1b | 6.1x | 52.3x | 1.3x |
| Sat, 03 Feb 2024 | R982.5b | R732.5b | R93.1b | 7.4x | 10.5x | 1.3x |
| Mon, 01 Jan 2024 | R1.1t | R729.1b | R92.7b | 8.5x | 11.6x | 1.5x |
| Wed, 29 Nov 2023 | R995.8b | R731.6b | R93.6b | 7.6x | 10.6x | 1.4x |
| Fri, 27 Oct 2023 | R874.0b | R733.6b | R93.9b | 7x | 9.3x | 1.2x |
| Sun, 24 Sep 2023 | R1.0t | R817.3b | R95.3b | 9.1x | 10.9x | 1.3x |
| Tue, 22 Aug 2023 | R976.8b | R843.4b | R137.5b | 4.3x | 7.1x | 1.2x |
| Thu, 20 Jul 2023 | R1.2t | R860.3b | R166.6b | 4.4x | 7.4x | 1.4x |
| Sat, 17 Jun 2023 | R1.3t | R870.7b | R175.4b | 4.8x | 7.6x | 1.5x |
| Mon, 15 May 2023 | R1.4t | R894.1b | R183.3b | 4.9x | 7.8x | 1.6x |
| Wed, 12 Apr 2023 | R1.3t | R865.2b | R169.9b | 4.9x | 7.9x | 1.5x |
| Fri, 10 Mar 2023 | R1.2t | R860.8b | R168.2b | 4.5x | 6.9x | 1.3x |
| Sun, 05 Feb 2023 | R1.4t | R894.4b | R197.9b | 5.5x | 7x | 1.6x |
| Tue, 03 Jan 2023 | R1.4t | R889.0b | R196.7b | 5.6x | 7x | 1.5x |
| Thu, 01 Dec 2022 | R1.5t | R887.6b | R196.3b | 5.6x | 7.4x | 1.6x |
| Sat, 29 Oct 2022 | R1.2t | R899.3b | R198.3b | 5x | 6.2x | 1.4x |
| Mon, 26 Sep 2022 | R1.0t | R895.5b | R197.9b | 5x | 5.3x | 1.2x |
| Wed, 24 Aug 2022 | R1.2t | R907.8b | R213.7b | 5x | 5.5x | 1.3x |
| Fri, 22 Jul 2022 | R1.1t | R946.2b | R248.3b | 3.9x | 4.5x | 1.2x |
| Sun, 19 Jun 2022 | R1.3t | R936.1b | R246.6b | 4.9x | 5.2x | 1.4x |
Price to Earnings Ratio
5.2x
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 39.4x which is higher than its 3-year average PE of 31.9x.
- The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Metals and Mining industry have declined 50% 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 | 1.21% | |
| Materials | 6.48% | |
| Metals and Mining | 6.74% | |
| Precious Metals and Minerals | 21.60% | |
| Diversified Metals and Mining | 10.89% | |
| Aluminum | 4.39% | |
| Steel | 4.32% | |
| Copper | 2.55% | |
| Gold | -4.31% | |
Industry PE
- Investors are most optimistic about the Gold industry, which is trading close to its 3-year average PE ratio of 17.6x.
- Analysts are expecting annual earnings growth of 24.6%, 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 55% over the next 5 years.
- This is better than its past earnings decline of 35% per year.
- In contrast, the Steel industry is expected to see its earnings decline by 5.2% 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 | |
|---|---|---|---|---|---|
| VAL Valterra Platinum | R820.86 | 24.0% +R41.7b | 41.4% | PE30.5x | |
| IMP Impala Platinum Holdings | R156.21 | 22.4% +R25.6b | 78.2% | PS1.6x | |
| NPH Northam Platinum Holdings | R181.81 | 21.6% +R12.6b | 64.0% | PE47.1x | |
| SSW Sibanye Stillwater | R30.88 | 15.9% +R12.0b | 48.6% | PS0.8x | |
| KIO Kumba Iron Ore | R299.55 | 4.4% +R4.0b | -31.4% | PE6.5x |
