SBSW official logo SBSW
SBSW 1-star rating from Upturn Advisory
Sibanye Gold Ltd ADR (SBSW) company logo

Sibanye Gold Ltd ADR (SBSW)

Sibanye Gold Ltd ADR (SBSW) 1-star rating from Upturn Advisory
$11.11
Last Close (24-hour delay)
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PASS
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  • SELL Advisory (Loss)
  • Profit
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Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

11/14/2025: SBSW (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

1 star rating from financial analysts

3 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $11.26

1 Year Target Price $11.26

Analysts Price Target For last 52 week
$11.26 Target price
52w Low $3.05
Current$11.11
52w High $13.11

Analysis of Past Performance

Type Stock
Historic Profit -46.2%
Avg. Invested days 21
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/14/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 8.29B USD
Price to earnings Ratio -
1Y Target Price 11.26
Price to earnings Ratio -
1Y Target Price 11.26
Volume (30-day avg) 3
Beta 0.94
52 Weeks Range 3.05 - 13.11
Updated Date 11/17/2025
52 Weeks Range 3.05 - 13.11
Updated Date 11/17/2025
Dividends yield (FY) -
Basic EPS (TTM) -0.3

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-11-06
When Before Market
Estimate -
Actual -

Profitability

Profit Margin -3.18%
Operating Margin (TTM) -0.17%

Management Effectiveness

Return on Assets (TTM) -0.57%
Return on Equity (TTM) -5.75%

Valuation

Trailing PE -
Forward PE 10.35
Enterprise Value 9276597190
Price to Sales(TTM) 0.07
Enterprise Value 9276597190
Price to Sales(TTM) 0.07
Enterprise Value to Revenue 1.42
Enterprise Value to EBITDA 57.91
Shares Outstanding 707641816
Shares Floating 2824028654
Shares Outstanding 707641816
Shares Floating 2824028654
Percent Insiders 0.01
Percent Institutions 21.02

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Sibanye Gold Ltd ADR

Sibanye Gold Ltd ADR(SBSW) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Sibanye Gold Ltd was established in 2013 as a spin-off from Gold Fields, focusing on deep-level gold mining in South Africa. It has since diversified into platinum group metals (PGMs) and other minerals through various acquisitions globally.

Company business area logo Core Business Areas

  • Gold Mining: Extraction and processing of gold ore, primarily from underground mines in South Africa. Historically, their core focus.
  • PGM Mining: Extraction and processing of platinum group metals (platinum, palladium, rhodium), mainly from operations in South Africa and the United States.
  • Other Metals: Exploration, development, and mining of other metals, including nickel, lithium and copper, from diversified geographical locations.

leadership logo Leadership and Structure

Neal Froneman serves as the CEO. The company has a board of directors overseeing strategic direction and operational performance. Operations are divided geographically and by commodity.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Gold: Production and sale of gold bullion. Market share fluctuates based on production levels and global gold prices, but generally in the top 10 gold producers globally. Competitors include Newmont, Barrick Gold, and AngloGold Ashanti. Revenue depends on spot price and production, and can vary greatly.
  • Platinum: Production and sale of platinum. Sibanye Stillwater is a significant producer of platinum. Market share can fluctuate, especially with the acquisition of Stillwater Mining in 2017. Competitors: Anglo American Platinum, Impala Platinum, and Northam Platinum. Revenue depends on spot price and production, and can vary greatly.
  • Palladium: Production and sale of palladium. Sibanye Stillwater is a significant producer of palladium. Market share can fluctuate, especially with the acquisition of Stillwater Mining in 2017. Competitors: Norilsk Nickel, Anglo American Platinum, and Impala Platinum. Revenue depends on spot price and production, and can vary greatly.

Market Dynamics

industry overview logo Industry Overview

The mining industry is highly cyclical, influenced by commodity prices, global economic conditions, and geopolitical events. Supply and demand dynamics significantly impact profitability.

Positioning

Sibanye Gold Ltd ADR positions itself as a diversified precious metals producer with a focus on cost-effective operations and strategic acquisitions. Competitive advantages include diversification and strong positions in key PGM markets.

Total Addressable Market (TAM)

The total addressable market for gold is in the trillions of USD, driven by investment demand, jewelry, and industrial uses. TAM for PGMs is driven primarily by auto catalysts. Sibanye is positioned to capture a portion of these markets, with focus on efficiency and diversification.

Upturn SWOT Analysis

Strengths

  • Diversified commodity portfolio (gold, PGMs)
  • Significant PGM production capacity
  • Strategic acquisitions for growth
  • Experienced management team
  • Cost control measures

Weaknesses

  • High debt levels from acquisitions
  • Operational challenges in deep-level mining
  • Exposure to South African political and economic risks
  • Dependence on commodity prices
  • Labor relations risks

Opportunities

  • Further diversification into battery metals
  • Increased demand for PGMs in hydrogen economy
  • Expansion of recycling operations
  • Acquisition of distressed assets
  • Improving cost efficiency

Threats

  • Fluctuations in commodity prices
  • Geopolitical risks in operating regions
  • Rising energy costs
  • Environmental regulations
  • Labor unrest

Competitors and Market Share

Key competitor logo Key Competitors

  • NEM
  • GOLD
  • AU
  • HMY
  • IAG

Competitive Landscape

Sibanye Gold Ltd ADR has a competitive advantage through diversification of commodities. However, they face challenges related to high debt, labor relations, and geopolitical factors that affects their operations. Competitors may have lower production costs, or better political dynamics in their favor.

Major Acquisitions

Stillwater Mining

  • Year: 2017
  • Acquisition Price (USD millions): 2200
  • Strategic Rationale: Expanded Sibanye's PGM production and established a presence in the United States.

Growth Trajectory and Initiatives

Historical Growth: Growth has been driven by acquisitions and expansions of existing operations. Historical growth rates vary significantly year to year.

Future Projections: Future growth projections depend on commodity price forecasts, production targets, and acquisition strategies. Analyst estimates should be consulted for specific projections.

Recent Initiatives: Recent initiatives include investments in battery metals, expansion of recycling operations, and cost optimization programs.

Summary

Sibanye Stillwater has strategically diversified into PGMs reducing reliance on gold and creating a global presence. However, their acquisitions resulted in a very high debt load. Exposure to South African political and labor risks, along with volatile commodity prices, pose threats. Their focus on battery metals is a promising strategy for the long term, but they must manage costs and debt effectively to maximize value.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company filings (SEC)
  • Analyst reports
  • Industry publications

Disclaimers:

This analysis is based on available information and estimates. Investment decisions should be based on thorough research and consultation with a financial advisor. Data is provided 'as is' without warranty of any kind.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Sibanye Gold Ltd ADR

Exchange NYSE
Headquaters -
IPO Launch date 2013-02-11
CEO & Executive Director Dr. Richard Andrew Stewart B.Sc., BSc (Hons), M.B.A., Ph.D., Pr.Sci.Nat.
Sector Basic Materials
Industry Other Precious Metals & Mining
Full time employees 57857
Full time employees 57857

Sibanye Stillwater Limited, together with its subsidiaries, operates as a precious metals mining company in South Africa, the United States, Europe, and Australia. The company produces gold; platinum group metals (PGMs), including palladium, platinum, rhodium, iridium, and ruthenium; chrome; lithium; zinc; nickel; and silver, cobalt, and copper. Sibanye Stillwater Limited was founded in 2013 and is headquartered in Weltevredenpark, South Africa.