Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
SBSW 
Sibanye Gold Ltd ADR (SBSW)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/03/2025: SBSW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $6.1
1 Year Target Price $6.1
| 0 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -53.17% | Avg. Invested days 18 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.36B USD | Price to earnings Ratio - | 1Y Target Price 6.1 |
Price to earnings Ratio - | 1Y Target Price 6.1 | ||
Volume (30-day avg) 3 | Beta 0.85 | 52 Weeks Range 3.05 - 7.70 | Updated Date 07/4/2025 |
52 Weeks Range 3.05 - 7.70 | Updated Date 07/4/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.59 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin -6.51% | Operating Margin (TTM) -15.44% |
Management Effectiveness
Return on Assets (TTM) -3.65% | Return on Equity (TTM) -11.43% |
Valuation
Trailing PE - | Forward PE 10.94 | Enterprise Value 6832562763 | Price to Sales(TTM) 0.05 |
Enterprise Value 6832562763 | Price to Sales(TTM) 0.05 | ||
Enterprise Value to Revenue 1.07 | Enterprise Value to EBITDA 15.27 | Shares Outstanding 707641984 | Shares Floating 2824085265 |
Shares Outstanding 707641984 | Shares Floating 2824085265 | ||
Percent Insiders 0.01 | Percent Institutions 21.14 |
Upturn AI SWOT
Sibanye Gold Ltd ADR
Company Overview
History and Background
Sibanye Gold Ltd ADR, now known as Sibanye Stillwater, was founded in 2013 through the unbundling of Gold Fields' South African gold operations. Initially focused on gold, it has since expanded into platinum group metals (PGMs) and other metals through acquisitions and strategic initiatives.
Core Business Areas
- Gold: Mining and processing of gold ore to produce gold bullion. Operations primarily in South Africa.
- Platinum Group Metals (PGMs): Mining and processing of PGM ore to produce platinum, palladium, rhodium, and other PGMs. Operations in the United States and South Africa.
- Other Metals: Operations involving lithium and nickel through recent acquisitions and ventures
Leadership and Structure
Neal Froneman is the CEO. The company has a structured management team with various executives responsible for different operational and strategic areas, overseen by a board of directors.
Top Products and Market Share
Key Offerings
- Gold: Gold bullion produced from South African mining operations. Market share fluctuates with production output and global gold prices. Competitors include Newmont (NEM) and Barrick Gold (GOLD).
- Platinum: Platinum production, primarily from Stillwater Mining in the US and South African operations. Competitors include Anglo American Platinum and Impala Platinum. Market share is dependent on production volumes and pricing dynamics.
- Palladium: Palladium production, mainly from Stillwater Mining in the US. Competitors include Norilsk Nickel. Market share is dependent on production volumes and pricing dynamics.
Market Dynamics
Industry Overview
The mining industry is cyclical and impacted by commodity prices, geopolitical risks, labor relations, and environmental regulations. Demand for PGMs is driven by automotive catalytic converters and industrial uses. Gold is a safe-haven asset influenced by macroeconomic conditions.
Positioning
Sibanye Stillwater is a significant player in both the gold and PGM mining sectors, with a diversified portfolio and a focus on cost optimization. Its competitive advantages include large-scale operations, diversified metal portfolio, and strategic acquisitions.
Total Addressable Market (TAM)
The total addressable market for gold and PGMs is estimated to be in the hundreds of billions of dollars annually. Sibanye Stillwater is positioned to capture a portion of this market through its production capacity and sales.
Upturn SWOT Analysis
Strengths
- Diversified metal portfolio (gold and PGMs)
- Large-scale operations
- Experienced management team
- Strategic acquisitions for growth
Weaknesses
- High debt levels
- Operational challenges in South Africa (labor unrest, regulatory uncertainty)
- Exposure to commodity price volatility
- Geopolitical risk
Opportunities
- Further acquisitions to expand portfolio
- Increasing demand for PGMs in automotive industry
- Higher gold prices due to macroeconomic uncertainty
- Technological advancements to improve efficiency
Threats
- Declining commodity prices
- Increased operating costs (labor, energy)
- Environmental regulations
- Political instability in South Africa
Competitors and Market Share
Key Competitors
- NEM
- GOLD
- PGM
- AAUKF
Competitive Landscape
Sibanye Stillwater competes with major gold and PGM producers based on cost efficiency, production volumes, and diversification. It aims to differentiate itself through strategic acquisitions and operational excellence.
Major Acquisitions
Stillwater Mining Company
- Year: 2017
- Acquisition Price (USD millions): 2200
- Strategic Rationale: Acquired Stillwater Mining to gain access to significant PGM reserves in the United States and diversify its metal portfolio.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and organic production growth in both gold and PGMs.
Future Projections: Future growth is dependent on commodity prices, production volumes, and the success of strategic initiatives.
Recent Initiatives: Recent initiatives include acquisitions in the lithium and nickel space and investments in renewable energy projects.
Summary
Sibanye Stillwater is a significant gold and PGM producer with a diversified portfolio and strategic acquisitions driving growth. The company faces challenges from commodity price volatility, operating conditions in South Africa, and high debt levels. Key strengths include its large-scale operations and experienced management team. Future success depends on managing costs, optimizing production, and capitalizing on opportunities in the PGM market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company reports
- Industry analysis reports
- Financial news outlets
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be based on individual risk tolerance and due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 Mr. Neal John Froneman B.Sc(MechEng), B.Sc., BCompt UNISA, PR Eng. | ||
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 Weltevreden Park, South Africa.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.