Largest South African (JSE) Materials Stocks by Market Cap

Name: Financial Insights Based on S&P Global Market Intelligence
Creator: Simply Wall St Pty Ltd
License: https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/secure/MI-FastTrack-Terms-and-Conditions-July-2023.pdf

UPDATED Jan 05, 2026

Discover large cap South African Materials companies that are on the JSE. These Materials Companies are organised by Market Cap.

31 companies

Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield
GFI Gold Fields	R755.65	1.8%	181.8%	R662.3b	R822.06	PE21.9x	E22.0%	1.1%
VAL Valterra Platinum	R1,522.44	5.0%	162.8%	R384.2b	R1,073.62	PE302.2x	E54.2%	0.3%
IMP Impala Platinum Holdings	R288.50	8.0%	192.2%	R248.2b	R230.77	PE340.1x	E41.2%	0.6%
HAR Harmony Gold Mining	R347.40	2.9%	115.8%	R211.0b	R370.00	PE15x	E18.5%	1.1%
SSW Sibanye Stillwater	R64.71	4.5%	294.3%	R180.8b	R49.90	PS1.6x	E78.4%	0%
NPH Northam Platinum Holdings	R367.23	6.6%	255.5%	R132.8b	R283.06	PE91.4x	E41.0%	0.08%
KIO Kumba Iron Ore	R369.42	4.9%	15.1%	R116.8b	R330.83	PE8.1x	E-12.9%	10.5%
SOL Sasol	R108.65	2.7%	34.1%	R68.9b	R130.44	PE10.4x	E32.1%	0%
ARI African Rainbow Minerals	R205.10	3.2%	36.7%	R39.5b	R199.17	PE121.8x	E44.0%	5.1%
SAP Sappi	R24.81	-1.0%	-49.4%	R14.7b	R36.57	PB0.4x	E85.4%	0%
OMN Omnia Holdings	R80.33	1.7%	14.8%	R12.4b	R95.50	PE10.9x	E14.0%	8.4%
AFE AECI	R93.60	4.3%	6.9%	R9.6b	R121.00	PE24x	E45.7%	2.3%
THA Tharisa	R29.00	7.4%	90.3%	R8.5b	R30.00	PE6.6x	E18.8%	1.7%
PPC PPC	R5.41	-2.3%	8.4%	R8.2b	R6.80	PE16.1x	E39.2%	3.3%
AFT Afrimat	R42.42	4.7%	-38.2%	R6.5b	R52.50	PE39.5x	E35.9%	0.8%
NPK Nampak	R537.01	-0.1%	35.4%	R4.4b	R726.00	PE4.1x	E-2.7%	0%
MPT Mpact	R21.81	-1.5%	-26.2%	R3.2b	R34.00	PE7.5x	E23.5%	4.8%
MRF Merafe Resources	R1.06	-2.8%	-26.4%	R2.7b	n/a	PE14.7x	S7.2%	7.5%
MDI Master Drilling Group	R16.99	5.5%	24.0%	R2.5b	n/a	PE4.9x	n/a	3.2%
GML Gemfields Group	R1.30	-1.5%	-27.8%	R2.2b	R2.95	PB0.4x	S74.8%	0%
ACL ArcelorMittal South Africa	R1.19	-4.8%	3.5%	R1.7b	n/a	PB1.6x	n/a	n/a
TPC Transpaco	R38.00	0%	1.3%	R1.1b	n/a	PE7.2x	n/a	6.2%
YRK York Timber Holdings	R2.30	4.1%	0%	R1.0b	n/a	PE3.4x	n/a	n/a
BCF Bowler Metcalf	R13.99	0%	2.7%	R892.4m	n/a	PE7.8x	n/a	4.9%

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