Sibanye Stillwater (SSW) Aandelenoverzicht
Sibanye Stillwater Limited is, samen met haar dochterondernemingen, actief als mijnbouwbedrijf voor edele metalen in Zuid-Afrika, de Verenigde Staten, Europa en Australië. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 4/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 2/6 |
Beloningen
Risicoanalyse
SSW Community Fair Values
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Analyst Price Targets
Sibanye Stillwater Limited Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | R36.05 |
| 52 Week Hoogtepunt | R85.43 |
| 52 Week Laag | R31.11 |
| Bèta | 0.83 |
| 1 maand verandering | -26.32% |
| 3 maanden verandering | -25.90% |
| 1 Jaar Verandering | 14.85% |
| 3 jaar verandering | 24.31% |
| 5 jaar verandering | -39.80% |
| Verandering sinds IPO | 182.02% |
Recent nieuws en updates
Narratiefupdate • Jun 11
SSW: Stable Production And Higher Metal Prices Will Support Repricing
Analysts have adjusted their fair value estimate for Sibanye Stillwater to ZAR97.49 per share from ZAR97.55. This reflects updated views on a slightly higher discount rate, firmer revenue growth assumptions, a modestly softer profit margin, and a largely unchanged future P/E expectation.
Narratiefupdate • May 28
SSW: Future Returns Will Rely On Executing Higher Margin And P E Assumptions
Analysts have reset their ZAR price expectations for Sibanye Stillwater lower, with a new fair value estimate of about ZAR65.41 compared with roughly ZAR82.53 previously, reflecting updated views on revenue growth, profit margins and a reduced future P/E assumption. What's in the News First quarter 2026 update: SA PGM operations 4E production, excluding third party concentrate, was 2% higher year on year, with AISC of ZAR 24,629/4Eoz (US$1,507/4Eoz) in line with the first quarter of 2025.Narratiefupdate • May 13
SSW: Stronger Margin Outlook And Kloof Shaft Resolution May Support Repricing
Analysts have trimmed their ZAR price target for Sibanye Stillwater from ZAR100.00 to about ZAR97.55, reflecting updated assumptions around slightly lower revenue, a small change in discount rate, an adjusted future P/E and a modestly higher profit margin outlook. What's in the News Operations at the Kloof 8 shaft near Glenharvie in South Africa are halted while Sibanye Stillwater investigates a fatal incident on May 3, 2026.
Narratiefupdate • Apr 28
SSW: Higher Discount Rates And Margin Assumptions Will Shape Future Returns
Analysts have trimmed their Sibanye Stillwater price target by ZAR2, reflecting slightly higher discount rate assumptions and more cautious revenue growth expectations. This is partly offset by a modestly stronger profit margin outlook and a marginally lower future P/E multiple.Recent updates
Narratiefupdate • Jun 11
SSW: Stable Production And Higher Metal Prices Will Support Repricing
Analysts have adjusted their fair value estimate for Sibanye Stillwater to ZAR97.49 per share from ZAR97.55. This reflects updated views on a slightly higher discount rate, firmer revenue growth assumptions, a modestly softer profit margin, and a largely unchanged future P/E expectation.Narratiefupdate • May 28
SSW: Future Returns Will Rely On Executing Higher Margin And P E Assumptions
Analysts have reset their ZAR price expectations for Sibanye Stillwater lower, with a new fair value estimate of about ZAR65.41 compared with roughly ZAR82.53 previously, reflecting updated views on revenue growth, profit margins and a reduced future P/E assumption. What's in the News First quarter 2026 update: SA PGM operations 4E production, excluding third party concentrate, was 2% higher year on year, with AISC of ZAR 24,629/4Eoz (US$1,507/4Eoz) in line with the first quarter of 2025.Narratiefupdate • May 13
SSW: Stronger Margin Outlook And Kloof Shaft Resolution May Support Repricing
Analysts have trimmed their ZAR price target for Sibanye Stillwater from ZAR100.00 to about ZAR97.55, reflecting updated assumptions around slightly lower revenue, a small change in discount rate, an adjusted future P/E and a modestly higher profit margin outlook. What's in the News Operations at the Kloof 8 shaft near Glenharvie in South Africa are halted while Sibanye Stillwater investigates a fatal incident on May 3, 2026.Narratiefupdate • Apr 28
SSW: Higher Discount Rates And Margin Assumptions Will Shape Future Returns
Analysts have trimmed their Sibanye Stillwater price target by ZAR2, reflecting slightly higher discount rate assumptions and more cautious revenue growth expectations. This is partly offset by a modestly stronger profit margin outlook and a marginally lower future P/E multiple.Narratiefupdate • Apr 14
SSW: Recent Bank Upgrades And Margin Delivery May Support Repricing
Analysts have reduced their ZAR fair value estimate for Sibanye Stillwater from ZAR103.00 to ZAR100.00, citing slightly higher discount rate assumptions, a modestly lower revenue growth outlook, and a lower future P/E multiple, partly offset by a small improvement in projected profit margins. Analyst Commentary Recent research updates on Sibanye Stillwater point to a more constructive tone from several bullish analysts, with a focus on valuation support and execution on key priorities.Narratiefupdate • Mar 30
SSW: Higher Earnings Outlook And Execution Risks Will Shape Future Returns
The analyst price target for Sibanye Stillwater has been raised from ZAR38.00 to about ZAR49.92, with analysts citing updated assumptions on fair value, discount rate, revenue growth, profit margins, and a higher future P/E multiple as the main drivers of this change. Analyst Commentary Recent research updates highlight a mix of optimism and caution around Sibanye Stillwater, with the raised ZAR49.92 price target sitting alongside more guarded views on the company’s ability to deliver on those assumptions.Narratiefupdate • Mar 16
SSW: Recent Bank Upgrades And Higher P E Assumptions May Support Repricing
Narrative Update The analyst price target for Sibanye Stillwater has been raised by ZAR4. Analysts cite updated assumptions for revenue growth, profit margins and a higher future P/E multiple as key factors behind the change.Narratiefupdate • Mar 02
SSW: Future Returns Will Depend On Executing Higher Margin And P E Assumptions
Sibanye Stillwater's analyst fair value estimate has been revised from about ZAR50.07 to around ZAR82.53, with analysts pointing to updated assumptions on discount rates, profit margins and future P/E multiples following recent research from major banks. Analyst Commentary Recent Street research has focused on how updated assumptions for Sibanye Stillwater feed into valuation, especially around discount rates, profit margins and future P/E multiples.Narratiefupdate • Feb 16
SSW: Recent Bank Upgrades And Keliber Progress Will Support Repricing
Analysts have raised their ZAR price target on Sibanye Stillwater by ZAR4, citing updated assumptions for discount rates, profit margins and future P/E, supported by recent upgrades and more constructive views from several research houses. Analyst Commentary Bullish analysts are leaning into a more constructive view on Sibanye Stillwater, with recent research pointing to updated assumptions for discount rates, profit margins and future P/E as key drivers behind higher valuation ranges.Narratiefupdate • Feb 02
SSW: Recent Bank Upgrades And Project Progress Will Support Repricing
Analysts have roughly doubled their price target for Sibanye Stillwater to US$103.00 from US$50.00, citing updated assumptions for faster revenue growth, higher profit margins, and a lower future P/E multiple following recent upgrades from major banks. Analyst Commentary Recent upgrades from major banks have reinforced the view that Sibanye Stillwater could offer investors a more attractive balance between growth potential and valuation than previously assumed.Narratiefupdate • Jan 19
SSW: Wage Deal And Settlement Payments Will Weigh On Future Earnings
Analysts have kept their fair value estimate for Sibanye Stillwater steady at $38.00, while fine tuning inputs such as a slightly lower discount rate, modestly higher revenue growth assumptions, a small change in profit margin expectations, and a marginally lower future P/E to reflect a more balanced view of the company’s risk and earnings profile. What's in the News Sibanye Stillwater concluded a three year wage agreement for its South African gold operations with AMCU, NUM, UASA and Solidarity.Narratiefupdate • Jan 05
SSW: Future Wage And Settlement Costs Will Pressure Earnings Outlook
Analysts have raised their fair value estimate for Sibanye Stillwater from $19.50 to $38.00, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple that they consider a closer reflection of the company’s outlook. What's in the News Sibanye Stillwater concluded a three year wage agreement at its South African gold operations with AMCU, NUM, UASA, and Solidarity, covering annual wage and benefit adjustments for employees from 1 July 2025 to 30 June 2028 (Key Developments).Narratiefupdate • Dec 21
SSW: Future Returns Will Depend On Chrome Agreement Cash Flows
Analysts have slightly trimmed their price target on Sibanye Stillwater to around $50.07 from approximately $50.16, citing moderate reductions in the assumed discount rate, upgraded forecasts for revenue growth and profit margins, and a somewhat lower future price to earnings multiple. What's in the News Concluded a three year wage agreement at South African gold operations with AMCU, NUM, UASA, and Solidarity.Narratiefupdate • Dec 07
SSW: Future Returns Will Depend On Chrome Deals And Leadership Transition
Analysts have nudged their price target on Sibanye Stillwater higher to approximately $50 from about $47, citing slightly stronger expectations for revenue growth and profit margins, despite a modest uptick in the assumed discount rate and a largely unchanged future earnings multiple. What's in the News Sibanye Stillwater agreed to a USD 215 million commercial settlement with Appian Capital Advisory over the terminated Atlantic Nickel and Mineração Vale Verde acquisition, resolving the dispute ahead of a quantum trial that had been set for November 2025 (Key Developments).Narratiefupdate • Nov 22
SSW: Future Performance Will Depend On Platinum Group Metal Price Momentum
Analysts have increased their price target for Sibanye Stillwater from $7 to $8.50. They cite expectations for stronger performance in platinum group metals and improved future profitability, despite recent operational challenges.Narratiefupdate • Nov 08
SSW: Future Depends On Platinum Group Metal Gains Amid Gold Weakness
The analyst price target for Sibanye Stillwater has increased from $7.00 to $8.50, as analysts cite improved prospects in its platinum group metal business and expectations for stronger back-end weighted production following a recent rise in PGM prices. Analyst Commentary Analysts have provided a nuanced outlook on Sibanye Stillwater, reflecting both optimism and ongoing concerns.Narratiefupdate • Oct 25
Improving Metal Prices And Leadership Changes Will Drive Profit Outlook
Analysts have raised their price target for Sibanye Stillwater to $8.50, up from $7. This decision is based on anticipated gains from stronger platinum group metal performance and improving profit outlooks.Narratiefupdate • Oct 11
Lithium Oversupply And Global Electrification Will Reshape Metals Markets
Narrative Update on Sibanye Stillwater Analysts have raised their price target for Sibanye Stillwater from $7.00 to $8.50, citing improved revenue growth and profit margin expectations. They also point to anticipated benefits from a recovery in platinum group metal prices.Narratiefupdate • Sep 27
Lithium Oversupply And Global Electrification Will Reshape Metals Markets
Analysts have raised Sibanye Stillwater’s price target to ZAR33.44 as they anticipate a gradual operational recovery and medium-term upside from stronger PGM prices, despite near-term gold challenges. Analyst Commentary Expectations of a gradual operational recovery with production weighted toward the second half of the year.Narratiefupdate • Sep 12
Lithium Oversupply And Global Electrification Will Reshape Metals Markets
Despite softer first-half operational performance and continued weakness in the South Africa Gold segment, analysts have raised Sibanye Stillwater’s price target to ZAR32.40, driven by a stronger outlook for platinum group metals and benefit from improved PGM prices. Analyst Commentary Softer first-half operational performance, particularly in the South Africa Gold business, led to another guidance downgrade.Narratiefupdate • Aug 28
Leadership Shifts And Cost Pressures Will Spark Battery Metals Turnaround
With both the discount rate and future P/E remaining essentially unchanged, analyst perceptions of Sibanye Stillwater’s valuation are stable, resulting in an unchanged consensus price target of ZAR31.13. What's in the News Sibanye Stillwater expects first half 2025 headline earnings per share (HEPS) to increase over 100% year-on-year, despite a basic loss per share driven primarily by impairment losses at US PGM operations and the Keliber lithium project.
Nieuw narratief • Apr 23
Leadership Shifts And Cost Pressures Will Spark Battery Metals Turnaround
Leadership changes may lead to strategic shifts that could misalign with market expectations, affecting revenue growth and investor confidence.Rendement voor aandeelhouders
| SSW | ZA Metals and Mining | ZA Markt | |
|---|---|---|---|
| 7D | -2.3% | -2.2% | -1.6% |
| 1Y | 14.8% | 24.1% | 14.0% |
Rendement versus industrie: SSW presteerde slechter dan de ZA Metals and Mining -sector, die het afgelopen jaar een rendement van 24.1 % opleverde.
Rendement versus markt: SSW kwam overeen met de ZA markt, die het afgelopen jaar een rendement opleverde van 14 %.
Prijsvolatiliteit
| SSW volatility | |
|---|---|
| SSW Average Weekly Movement | 8.6% |
| Metals and Mining Industry Average Movement | 8.6% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in ZA Market | 10.3% |
| 10% least volatile stocks in ZA Market | 2.9% |
Stabiele aandelenkoers: De aandelenkoers van SSW is de afgelopen 3 maanden volatiel geweest in vergelijking met de ZA markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 9% ) van SSW is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen ZA.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2013 | 57,857 | Richard Stewart | www.sibanyestillwater.com |
Sibanye Stillwater Limited is, samen met haar dochterondernemingen, actief als mijnbouwbedrijf voor edele metalen in Zuid-Afrika, de Verenigde Staten, Europa en Australië. Het bedrijf produceert goud; platinagroep-metalen (PGM's), waaronder palladium, platina, rhodium, iridium en ruthenium; chroom; lithium; zink; nikkel; en zilver, kobalt en koper. Sibanye Stillwater Limited werd opgericht in 2013 en heeft zijn hoofdkantoor in Weltevreden Park, Zuid-Afrika.
Sibanye Stillwater Limited Samenvatting
| SSW fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | R102.04b |
| Inkomsten(TTM) | -R5.17b |
| Inkomsten(TTM) | R129.68b |
0.8x
P/S-verhouding-19.7x
Koers/WinstverhoudingIs SSW overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| SSW resultatenrekening (TTM) | |
|---|---|
| Inkomsten | R129.68b |
| Kosten van inkomsten | R97.81b |
| Brutowinst | R31.87b |
| Overige uitgaven | R37.04b |
| Inkomsten | -R5.17b |
Laatst gerapporteerde inkomsten
Dec 31, 2025
Volgende inkomensdatum
Sep 01, 2026
| Winst per aandeel (EPS) | -1.83 |
| Brutomarge | 24.58% |
| Nettowinstmarge | -3.99% |
| Schuld/Eigen Vermogen Verhouding | 97.9% |
Hoe presteerde SSW op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
3.6%
Huidig dividendrendement-72%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/26 07:57 |
| Aandelenkoers aan het einde van de dag | 2026/06/25 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Sibanye Stillwater Limited wordt gevolgd door 18 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Wade Napier | Avior Capital Markets |
| Andrew Byrne | Barclays |
| Alexander Robert Pearce | BMO Capital Markets Equity Research |