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South African (JSE) Precious Metals and Minerals Industry Analysis
UpdatedFeb 04, 2025
DataAggregated Company Financials
Companies8
- 7D11.6%
- 3M-12.4%
- 1Y-3.7%
- YTDn/a
Over the last 7 days, the Precious Metals and Minerals industry has risen 12%, driven by gains from Anglo American Platinum of 15%. Meanwhile, Gemfields Group actually underperformed within the industry, shrinking 5.4% in the last week. However, the industry is down 3.7% over the past year. Earnings are forecast to grow by 43% annually.
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 | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 05 Feb 2025 | R371.6b | R355.6b | -R54,187,847,720.40 | 8.8x | -6.9x | 1x |
| Fri, 03 Jan 2025 | R327.5b | R355.5b | -R54,195,046,338.00 | 8.1x | -6x | 0.9x |
| Sun, 01 Dec 2024 | R350.1b | R354.9b | -R54,240,530,215.50 | 8.3x | -6.5x | 1x |
| Tue, 29 Oct 2024 | R446.7b | R353.9b | -R54,517,130,443.20 | 10.7x | -8.2x | 1.3x |
| Thu, 26 Sep 2024 | R363.8b | R354.0b | -R55,587,375,306.00 | 14.2x | -6.5x | 1x |
| Sat, 24 Aug 2024 | R375.7b | R369.2b | -R35,748,759,150.00 | 10.2x | -10.5x | 1x |
| Mon, 22 Jul 2024 | R359.6b | R382.2b | -R34,295,660,981.60 | 8.5x | -10.5x | 0.9x |
| Wed, 19 Jun 2024 | R343.5b | R382.0b | -R34,297,542,052.60 | 8.2x | -10x | 0.9x |
| Fri, 17 May 2024 | R432.6b | R381.5b | -R34,041,037,945.50 | 9.4x | -12.7x | 1.1x |
| Sun, 14 Apr 2024 | R464.4b | R382.1b | -R33,990,356,083.00 | 10.2x | -13.7x | 1.2x |
| Tue, 12 Mar 2024 | R367.9b | R382.7b | -R34,398,431,275.00 | 8.1x | -10.7x | 1x |
| Thu, 08 Feb 2024 | R380.2b | R435.8b | R52.5b | 7.2x | 7.2x | 0.9x |
| Sat, 06 Jan 2024 | R471.4b | R449.4b | R53.2b | 8.1x | 8.9x | 1x |
| Mon, 04 Dec 2023 | R417.2b | R450.1b | R53.8b | 8.1x | 7.8x | 0.9x |
| Wed, 01 Nov 2023 | R392.2b | R450.1b | R53.8b | 8.6x | 7.3x | 0.9x |
| Fri, 29 Sep 2023 | R452.2b | R450.4b | R54.8b | 8.6x | 8.3x | 1x |
| Sun, 27 Aug 2023 | R456.3b | R474.5b | R87.2b | 4.9x | 5.2x | 1x |
| Tue, 25 Jul 2023 | R546.9b | R476.7b | R99.6b | 4.6x | 5.5x | 1.1x |
| Thu, 22 Jun 2023 | R555.8b | R498.3b | R118.7b | 4.5x | 4.7x | 1.1x |
| Sat, 20 May 2023 | R670.1b | R499.3b | R119.6b | 5.1x | 5.6x | 1.3x |
| Mon, 17 Apr 2023 | R634.4b | R498.0b | R119.3b | 5.1x | 5.3x | 1.3x |
| Wed, 15 Mar 2023 | R631.9b | R492.0b | R116.7b | 5.4x | 5.4x | 1.3x |
| Fri, 10 Feb 2023 | R745.8b | R531.4b | R128.9b | 5.5x | 5.8x | 1.4x |
| Sun, 08 Jan 2023 | R873.8b | R530.7b | R128.8b | 6.8x | 6.8x | 1.6x |
| Tue, 06 Dec 2022 | R882.7b | R529.8b | R128.5b | 6.7x | 6.9x | 1.7x |
| Thu, 03 Nov 2022 | R818.7b | R530.6b | R128.6b | 6.1x | 6.4x | 1.5x |
| Sat, 01 Oct 2022 | R716.4b | R530.4b | R128.9b | 5.7x | 5.6x | 1.4x |
| Mon, 29 Aug 2022 | R737.4b | R536.4b | R132.0b | 5.7x | 5.6x | 1.4x |
| Wed, 27 Jul 2022 | R699.8b | R558.0b | R148.5b | 4.2x | 4.7x | 1.3x |
| Fri, 24 Jun 2022 | R758.1b | R579.1b | R168.0b | 4.7x | 4.5x | 1.3x |
| Sun, 22 May 2022 | R830.0b | R578.7b | R167.5b | 5.1x | 5x | 1.4x |
| Tue, 19 Apr 2022 | R1.0t | R577.7b | R167.3b | 6.5x | 6.1x | 1.8x |
| Thu, 17 Mar 2022 | R1.1t | R573.9b | R165.0b | 6.3x | 6.4x | 1.8x |
| Sat, 12 Feb 2022 | R1.0t | R557.1b | R181.3b | 5.1x | 5.6x | 1.8x |
Price to Earnings Ratio
5.6x
Current Industry PE
- Investors are pessimistic on the South African Precious Metals and Minerals industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- Total earnings for the Precious Metals and Minerals industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 14% per year, which is driving profits down.
Industry Comparison
How does South African Precious Metals and Minerals compare with similar industries?
| ZA Market | 1.78% | |
| Materials | 7.58% | |
| Metals and Mining | 8.68% | |
| Precious Metals and Minerals | 11.57% | |
| Aluminum | 9.72% | |
| Gold | 8.08% | |
| Steel | 4.43% | |
| Diversified Metals and Mining | 3.00% | |
| Silver | 0% | 0 |
| Copper | -4.65% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under 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 | R666.36 | 17.2% +R25.7b | -14.8% | PE15.1x | |
| IMP Impala Platinum Holdings | R101.00 | 12.8% +R10.3b | 46.1% | PS1.1x | |
| SSW Sibanye Stillwater | R18.88 | 16.2% +R7.4b | -15.0% | PS0.5x | |
| NPH Northam Platinum Holdings | R128.77 | 15.3% +R6.7b | 7.0% | PE27.9x | |
| THA Tharisa | R13.85 | 4.5% +R178.4m | -6.0% | PE2.7x |