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South African (JSE) Precious Metals and Minerals Industry Analysis
UpdatedMay 28, 2022
DataAggregated Company Financials
Companies10
- 7D7.8%
- 3M-21.0%
- 1Y-7.0%
- YTD-4.6%
Over the last 7 days, the Precious Metals and Minerals industry has risen 7.8%, driven by gains from Anglo American Platinum of 7.9%. In contrast, the industry has lost 7.0% in the last 12 months. As for the next few years, earnings are forecast to decline by 8.3% per annum.
Industry Valuation and Performance
Has the South African Precious Metals and Minerals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sat, 28 May 2022 | R894.7b | R578.5b | R167.4b | 5.2x |
| Mon, 25 Apr 2022 | R929.1b | R578.5b | R167.4b | 5.9x |
| Wed, 23 Mar 2022 | R1.1t | R573.8b | R164.9b | 6.4x |
| Fri, 18 Feb 2022 | R1.0t | R557.0b | R181.3b | 5.7x |
| Sun, 16 Jan 2022 | R955.6b | R557.3b | R181.4b | 4.8x |
| Tue, 14 Dec 2021 | R898.0b | R557.7b | R181.4b | 4.3x |
| Thu, 11 Nov 2021 | R930.7b | R578.0b | R184.3b | 5x |
| Sat, 09 Oct 2021 | R892.7b | R577.8b | R184.3b | 4.3x |
| Mon, 06 Sep 2021 | R809.2b | R543.7b | R172.6b | 4.4x |
| Wed, 04 Aug 2021 | R1.0t | R543.7b | R172.5b | 4.6x |
| Sat, 08 May 2021 | R1.1t | R476.3b | R138.3b | 5.6x |
| Tue, 09 Feb 2021 | R815.7b | R407.9b | R103.7b | 6.3x |
| Mon, 02 Nov 2020 | R598.5b | R352.3b | R75.2b | 6.8x |
| Thu, 06 Aug 2020 | R655.3b | R309.3b | R46.8b | 12.5x |
| Sun, 10 May 2020 | R491.6b | R283.3b | R34.8b | 16.6x |
| Sat, 01 Feb 2020 | R593.9b | R255.0b | R23.0b | 30.7x |
| Tue, 05 Nov 2019 | R509.4b | R231.3b | R16.5b | 36.4x |
| Fri, 09 Aug 2019 | R366.8b | R206.8b | R10.2b | 28.1x |
Median PE Ratio
16.3x
Current Industry PE
- Investors are more pessimistic on the 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 5.2x which is lower than its 3-year average PE of 13.7x.
- Given that earnings are expected to decline by 8.3%, the lower than average PE seems justified.
Past Earnings Growth
- The earnings for companies in the Precious Metals and Minerals industry have grown 288% per year over the last three years.
- Revenues for these companies have grown 43% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does South African Precious Metals and Minerals compare with similar industries?
| ZA Market | 2.68% | |
| Materials | 5.63% | |
| Metals and Mining | 6.51% | |
| Precious Metals and Minerals | 7.78% | |
| Steel | 7.82% | |
| Diversified Metals and Mining | 4.43% | |
| Gold | 2.78% | |
| Aluminum | 2.23% | |
| Copper | 0% | |
| Silver | 0% | |
Industry PEThere is insufficient data on the sub-industries of this industry.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AMS Anglo American Platinum | R1.67k | 7.9% +R32.1b | -3.7% | PS5.6x | |
| IMP Impala Platinum Holdings | R212.69 | 9.4% +R15.6b | -10.6% | PS5x | |
| SSW Sibanye Stillwater | R50.41 | 9.2% +R12.1b | -19.6% | PS4.3x | |
| NPH Northam Platinum Holdings | R185.88 | 5.0% +R3.4b | -16.1% | PS6.7x | |
| RBP Royal Bafokeng Platinum | R158.00 | 3.6% +R1.6b | 60.4% | PS7x |