Narrative Update • Jun 24

Over the last 7 days, the Diversified Metals and Mining industry has dropped 2.5%, driven by Europa Metals declining 15%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 25% annually.
Has the South African Diversified Metals and Mining Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 05 Jul 2026 | R40.8b | R18.9b | R1.5b | 17.4x | 28.1x | 2.2x |
| Tue, 02 Jun 2026 | R46.9b | R19.0b | R2.0b | 5.3x | 23.6x | 2.5x |
| Thu, 30 Apr 2026 | R45.2b | R19.2b | R2.0b | 5x | 22.6x | 2.4x |
| Sat, 28 Mar 2026 | R46.9b | R19.0b | R2.1b | 2.8x | 22.4x | 2.5x |
| Mon, 23 Feb 2026 | R47.2b | R16.1b | R878.4m | 5.1x | 53.7x | 2.9x |
| Wed, 21 Jan 2026 | R45.3b | R16.2b | R854.7m | 67.3x | 53x | 2.8x |
| Fri, 19 Dec 2025 | R40.0b | R16.3b | R865.4m | 59.2x | 46.2x | 2.5x |
| Sun, 16 Nov 2025 | R36.0b | R16.4b | R877.9m | 53.2x | 41x | 2.2x |
| Tue, 14 Oct 2025 | R40.0b | R16.5b | R884.1m | 59.1x | 45.2x | 2.4x |
| Thu, 11 Sep 2025 | R36.2b | R16.5b | R889.4m | 53.4x | 40.7x | 2.2x |
| Sat, 09 Aug 2025 | R39.0b | R16.1b | R3.6b | 9.2x | 10.7x | 2.4x |
| Mon, 07 Jul 2025 | R37.5b | R16.1b | R3.6b | 9.2x | 10.3x | 2.3x |
| Wed, 04 Jun 2025 | R33.4b | R16.2b | R3.6b | 8.2x | 9.2x | 2.1x |
| Fri, 02 May 2025 | R32.6b | R16.3b | R3.6b | 8x | 8.9x | 2x |
| Sun, 30 Mar 2025 | R31.7b | R16.3b | R3.6b | 7.8x | 8.7x | 1.9x |
| Tue, 25 Feb 2025 | R32.3b | R16.2b | R3.3b | 10.9x | 9.7x | 2x |
| Thu, 23 Jan 2025 | R32.4b | R16.3b | R3.3b | 10.8x | 9.8x | 2x |
| Sat, 21 Dec 2024 | R31.7b | R16.2b | R3.3b | 10.2x | 9.6x | 2x |
| Mon, 18 Nov 2024 | R33.4b | R16.2b | R3.3b | 10.9x | 10.1x | 2.1x |
| Wed, 16 Oct 2024 | R35.6b | R16.0b | R3.3b | 11.4x | 10.8x | 2.2x |
| Fri, 13 Sep 2024 | R34.0b | R16.1b | R3.3b | 10.8x | 10.3x | 2.1x |
| Sun, 11 Aug 2024 | R40.2b | R16.2b | R5.3b | 6.3x | 7.6x | 2.5x |
| Tue, 09 Jul 2024 | R47.8b | R16.1b | R5.3b | 7.2x | 9.1x | 3x |
| Thu, 06 Jun 2024 | R44.9b | R16.3b | R5.3b | 6.7x | 8.5x | 2.7x |
| Sat, 04 May 2024 | R40.3b | R16.2b | R5.3b | 6.3x | 7.6x | 2.5x |
| Mon, 01 Apr 2024 | R34.1b | R16.3b | R5.3b | 5.7x | 6.4x | 2.1x |
| Wed, 28 Feb 2024 | R35.6b | R19.2b | R8.5b | 4.3x | 4.2x | 1.9x |
| Fri, 26 Jan 2024 | R37.6b | R19.2b | R8.5b | 4.4x | 4.4x | 2x |
| Sun, 24 Dec 2023 | R40.1b | R19.1b | R8.5b | 4.6x | 4.7x | 2.1x |
| Tue, 21 Nov 2023 | R34.7b | R19.0b | R8.5b | 4.4x | 4.1x | 1.8x |
| Thu, 19 Oct 2023 | R34.4b | R19.2b | R8.5b | 4.3x | 4x | 1.8x |
| Sat, 16 Sep 2023 | R33.6b | R19.2b | R8.5b | 4.4x | 3.9x | 1.8x |
| Mon, 14 Aug 2023 | R39.4b | R22.9b | R13.3b | 3.7x | 3x | 1.7x |
| Wed, 12 Jul 2023 | R38.9b | R22.8b | R13.3b | 3.7x | 2.9x | 1.7x |
2.9x
How does South African Diversified Metals and Mining compare with similar industries?
| ZA Market | 1.26% | |
| Materials | 3.45% | |
| Metals and Mining | 3.89% | |
| Diversified Metals and Mining | 0.16% | |
| Gold | 6.62% | |
| Copper | 5.00% | |
| Precious Metals and Minerals | 2.34% | |
| Aluminum | 1.86% | |
| Steel | -2.29% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MDI Master Drilling Group | R16.82 | 1.9% +R48.2m | 5.9% | PE5.1x | |
| MTU Mantengu | R0.31 | 24.0% +R19.5m | -41.5% | PS0.3x | |
| ARI African Rainbow Minerals | R182.85 | 0.01% +R4.2m | 2.1% | PE29.6x |