Have your own idea? Try our Stock Screener
South African (JSE) Metals and Mining Industry Analysis
UpdatedJul 06, 2025
DataAggregated Company Financials
Companies18
- 7D7.4%
- 3M26.4%
- 1Y29.9%
- YTD54.3%
In the last week, the Metals and Mining industry is up 7.4%, with Valterra Platinum leading the way with a 7.6% gain. In the last 12 months, the industry was up 30%. As for the next few years, earnings are expected to grow by 36% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 08 Jul 2025 | R1.2t | R655.6b | R30.3b | 7.8x | 41.1x | 1.9x |
| Thu, 05 Jun 2025 | R1.1t | R657.1b | R30.7b | 6.9x | 36.7x | 1.7x |
| Sat, 03 May 2025 | R1.1t | R662.3b | R32.0b | 7.1x | 32.9x | 1.6x |
| Mon, 31 Mar 2025 | R1.1t | R663.0b | R33.3b | 7.1x | 32.7x | 1.6x |
| Wed, 26 Feb 2025 | R920.3b | R659.3b | R31.8b | 8.8x | 28.9x | 1.4x |
| Fri, 24 Jan 2025 | R883.5b | R661.1b | -R12,938,384,263.68 | 9.6x | -68.3x | 1.3x |
| Sun, 22 Dec 2024 | R802.3b | R660.1b | -R13,073,211,965.19 | 9.5x | -61.4x | 1.2x |
| Tue, 19 Nov 2024 | R865.8b | R658.8b | -R13,334,312,539.93 | 10x | -64.9x | 1.3x |
| Thu, 17 Oct 2024 | R899.0b | R655.6b | -R13,759,933,402.76 | 10.9x | -65.3x | 1.4x |
| Sat, 14 Sep 2024 | R814.7b | R656.6b | -R14,735,857,430.67 | 11.2x | -55.3x | 1.2x |
| Mon, 12 Aug 2024 | R887.2b | R674.3b | R9.9b | 6.1x | 89.2x | 1.3x |
| Wed, 10 Jul 2024 | R882.9b | R574.6b | R51.5b | 6.5x | 17.1x | 1.5x |
| Fri, 07 Jun 2024 | R933.3b | R692.6b | R14.4b | 6.8x | 65x | 1.3x |
| Sun, 05 May 2024 | R940.4b | R689.7b | R14.3b | 6.8x | 65.8x | 1.4x |
| Tue, 02 Apr 2024 | R946.1b | R691.7b | R14.6b | 6.5x | 64.9x | 1.4x |
| Thu, 29 Feb 2024 | R851.2b | R724.6b | R83.3b | 7.6x | 10.2x | 1.2x |
| Sat, 27 Jan 2024 | R1.0t | R731.9b | R93.1b | 7.6x | 10.8x | 1.4x |
| Mon, 25 Dec 2023 | R1.1t | R730.3b | R92.9b | 8x | 11.6x | 1.5x |
| Wed, 22 Nov 2023 | R910.0b | R731.1b | R93.5b | 7x | 9.7x | 1.2x |
| Fri, 20 Oct 2023 | R909.1b | R733.9b | R93.9b | 7.2x | 9.7x | 1.2x |
| Sun, 17 Sep 2023 | R1.1t | R820.3b | R96.1b | 6.5x | 11x | 1.3x |
| Tue, 15 Aug 2023 | R1.1t | R845.7b | R140.8b | 4.3x | 7.5x | 1.3x |
| Thu, 13 Jul 2023 | R1.2t | R862.2b | R166.8b | 4.4x | 7.1x | 1.4x |
| Sat, 10 Jun 2023 | R1.3t | R876.1b | R176.0b | 4.8x | 7.7x | 1.5x |
| Mon, 08 May 2023 | R1.5t | R884.9b | R182.1b | 5x | 8x | 1.6x |
| Wed, 05 Apr 2023 | R1.3t | R860.7b | R169.1b | 4.7x | 7.7x | 1.5x |
| Fri, 03 Mar 2023 | R1.2t | R865.4b | R169.3b | 4.6x | 6.8x | 1.3x |
| Sun, 29 Jan 2023 | R1.4t | R891.8b | R197.5b | 5.4x | 7x | 1.6x |
| Tue, 27 Dec 2022 | R1.4t | R889.2b | R196.8b | 5.6x | 7.1x | 1.6x |
| Thu, 24 Nov 2022 | R1.4t | R888.1b | R196.4b | 5.5x | 7.2x | 1.6x |
| Sat, 22 Oct 2022 | R1.2t | R899.6b | R198.4b | 4.6x | 6.1x | 1.3x |
| Mon, 19 Sep 2022 | R1.1t | R892.7b | R197.4b | 5.1x | 5.8x | 1.3x |
| Wed, 17 Aug 2022 | R1.2t | R902.8b | R212.9b | 5.1x | 5.8x | 1.4x |
| Fri, 15 Jul 2022 | R1.1t | R947.4b | R248.6b | 4.1x | 4.5x | 1.2x |
Price to Earnings Ratio
4.5x
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 41.1x which is higher than its 3-year average PE of 32.7x.
- The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.9x.
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 | 1.54% | |
| Materials | 7.02% | |
| Metals and Mining | 7.36% | |
| Aluminum | 10.14% | |
| Precious Metals and Minerals | 8.54% | |
| Gold | 6.85% | |
| Diversified Metals and Mining | 4.83% | |
| Steel | 4.59% | |
| Copper | 0.63% | |
Industry PE
- Investors are most optimistic about the Gold industry, which is trading close to its 3-year average PE ratio of 17.8x.
- Analysts are expecting annual earnings growth of 27.5%, 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 54% 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 5.0% 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 | R850.62 | 7.6% +R15.8b | 28.8% | PE31.6x | |
| GFI Gold Fields | R432.32 | 4.0% +R14.8b | 52.4% | PE17.4x | |
| IMP Impala Platinum Holdings | R173.49 | 9.2% +R13.1b | 82.0% | PS1.8x | |
| SSW Sibanye Stillwater | R35.48 | 10.0% +R9.1b | 64.3% | PS0.9x | |
| HAR Harmony Gold Mining | R255.35 | 4.3% +R6.6b | 45.4% | PE15.1x |