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 Dec 27, 2025

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	R771.88	4.1%	207.8%	R690.9b	R823.63	PE22x	E21.9%	1.1%
VAL Valterra Platinum	R1,485.00	6.9%	160.6%	R389.9b	R1,073.62	PE294.7x	E54.2%	0.3%
IMP Impala Platinum Holdings	R273.00	11.8%	198.7%	R244.9b	R230.77	PE321.8x	E41.2%	0.6%
HAR Harmony Gold Mining	R363.00	6.0%	132.1%	R226.0b	R370.00	PE15.7x	E18.4%	1.1%
SSW Sibanye Stillwater	R64.70	9.3%	303.6%	R183.1b	R50.03	PS1.6x	E72.8%	0%
NPH Northam Platinum Holdings	R346.01	6.9%	249.4%	R130.4b	R283.06	PE86.1x	E41.0%	0.09%
KIO Kumba Iron Ore	R347.80	2.8%	7.0%	R111.6b	R330.83	PE7.6x	E-12.9%	11.1%
SOL Sasol	R105.22	2.0%	27.3%	R67.7b	R130.44	PE10x	E32.1%	0%
ARI African Rainbow Minerals	R199.80	3.8%	32.8%	R39.2b	R199.17	PE118.7x	E44.0%	5.3%
SAP Sappi	R24.75	3.6%	-49.4%	R15.0b	R37.18	PB0.4x	E89.4%	0%
OMN Omnia Holdings	R78.91	1.2%	7.0%	R12.3b	R95.50	PE10.8x	E14.0%	8.6%
AFE AECI	R89.50	2.7%	3.4%	R9.4b	R121.00	PE23x	E45.7%	2.4%
PPC PPC	R5.43	2.8%	8.0%	R8.3b	R6.80	PE16.1x	E39.2%	3.2%
THA Tharisa	R26.26	13.7%	59.8%	R7.7b	R30.00	PE5.8x	E18.8%	1.9%
AFT Afrimat	R41.24	3.9%	-41.1%	R6.3b	R52.50	PE38.4x	E35.9%	0.8%
NPK Nampak	R545.00	-0.2%	30.5%	R4.5b	R726.00	PE4.2x	E-2.7%	0%
MPT Mpact	R22.00	7.6%	-25.6%	R3.2b	R34.00	PE7.5x	E23.5%	4.8%
MRF Merafe Resources	R1.09	3.8%	-21.0%	R2.7b	n/a	PE15.1x	S7.2%	7.3%
MDI Master Drilling Group	R16.35	0.3%	32.9%	R2.5b	n/a	PE4.6x	n/a	3.4%
GML Gemfields Group	R1.35	6.3%	-22.0%	R2.3b	R2.95	PB0.4x	S74.8%	0%
ACL ArcelorMittal South Africa	R1.16	0.9%	-12.8%	R1.7b	n/a	PB1.6x	n/a	n/a
TPC Transpaco	R38.00	0%	2.7%	R1.1b	n/a	PE7.2x	n/a	6.2%
YRK York Timber Holdings	R2.21	-5.6%	-0.5%	R1.0b	n/a	PE3.2x	n/a	n/a
BCF Bowler Metcalf	R13.72	4.7%	0.7%	R938.2m	n/a	PE7.7x	n/a	5.0%

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