South32 (S32) Competitors

GBX 176.20
+6.60 (+3.89%)
(As of 04/26/2024 ET)

S32 vs. AAL, CRDA, MNDI, FRES, EDV, JMAT, WPM, ANTO, ADT1, and KMR

Should you be buying South32 stock or one of its competitors? The main competitors of South32 include Anglo American (AAL), Croda International (CRDA), Mondi (MNDI), Fresnillo (FRES), Endeavour Mining (EDV), Johnson Matthey (JMAT), Wheaton Precious Metals (WPM), Antofagasta (ANTO), Adriatic Metals (ADT1), and Kenmare Resources (KMR). These companies are all part of the "basic materials" sector.

South32 vs.

South32 (LON:S32) and Anglo American (LON:AAL) are both basic materials companies, but which is the superior stock? We will compare the two companies based on the strength of their community ranking, media sentiment, risk, institutional ownership, valuation, profitability, dividends, earnings and analyst recommendations.

37.5% of South32 shares are owned by institutional investors. Comparatively, 52.4% of Anglo American shares are owned by institutional investors. 0.6% of South32 shares are owned by company insiders. Comparatively, 7.2% of Anglo American shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

South32 pays an annual dividend of GBX 3 per share and has a dividend yield of 1.7%. Anglo American pays an annual dividend of GBX 76 per share and has a dividend yield of 2.9%. South32 pays out -2,142.9% of its earnings in the form of a dividend. Anglo American pays out 42,222.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Anglo American has higher revenue and earnings than South32. South32 is trading at a lower price-to-earnings ratio than Anglo American, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
South32£6.98B1.14-£805M-£0.14-1,258.57
Anglo American£30.65B1.13£283M£0.1814,411.11

South32 presently has a consensus price target of GBX 247.67, suggesting a potential upside of 40.56%. Anglo American has a consensus price target of GBX 2,493.33, suggesting a potential downside of 3.88%. Given South32's stronger consensus rating and higher possible upside, analysts clearly believe South32 is more favorable than Anglo American.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
South32
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
Anglo American
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.57

In the previous week, Anglo American had 12 more articles in the media than South32. MarketBeat recorded 18 mentions for Anglo American and 6 mentions for South32. Anglo American's average media sentiment score of 0.14 beat South32's score of -0.29 indicating that Anglo American is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
South32
0 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Anglo American
3 Very Positive mention(s)
5 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral

Anglo American received 1004 more outperform votes than South32 when rated by MarketBeat users. However, 66.67% of users gave South32 an outperform vote while only 52.39% of users gave Anglo American an outperform vote.

CompanyUnderperformOutperform
South32Outperform Votes
4
66.67%
Underperform Votes
2
33.33%
Anglo AmericanOutperform Votes
1008
52.39%
Underperform Votes
916
47.61%

Anglo American has a net margin of 0.92% compared to South32's net margin of -11.53%. Anglo American's return on equity of 4.10% beat South32's return on equity.

Company Net Margins Return on Equity Return on Assets
South32-11.53% -8.15% 2.31%
Anglo American 0.92%4.10%6.10%

South32 has a beta of 0.92, indicating that its stock price is 8% less volatile than the S&P 500. Comparatively, Anglo American has a beta of 1.3, indicating that its stock price is 30% more volatile than the S&P 500.

Summary

Anglo American beats South32 on 15 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding S32 and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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S32 vs. The Competition

MetricSouth32Other Industrial Metals & Mining IndustryMaterials SectorLON Exchange
Market Cap£7.98B£978.52M£2.85B£1.41B
Dividend Yield1.89%6.47%5.38%12.05%
P/E Ratio-1,258.57158.15133.661,735.53
Price / Sales1.1459,084.31886,942.38313,051.50
Price / CashN/A24.6823.3732.78
Price / Book0.862.243.572.53
Net Income-£805M£71.73M£173.77M£180.63M
7 Day Performance4.63%0.48%0.09%13.85%
1 Month Performance18.26%13.17%13.71%4.37%
1 Year PerformanceN/A-7.60%161.04%16.94%

South32 Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AAL
Anglo American
0.1507 of 5 stars
GBX 2,168.50
+3.5%
GBX 2,493.33
+15.0%
+5.5%£29.06B£30.65B12,047.22105,000News Coverage
CRDA
Croda International
0.2996 of 5 stars
GBX 4,907
+1.6%
GBX 5,133.33
+4.6%
-34.1%£6.85B£1.69B4,022.135,852Positive News
Gap Down
MNDI
Mondi
1.1353 of 5 stars
GBX 1,363.50
-0.9%
GBX 1,502.50
+10.2%
+18.5%£6.01B£7.33B1,391.3322,014Dividend Increase
FRES
Fresnillo
0.0419 of 5 stars
GBX 601.50
+2.9%
GBX 572.50
-4.8%
-21.0%£4.43B£2.71B2,406.007,303Analyst Report
EDV
Endeavour Mining
1.1398 of 5 stars
GBX 1,728
+1.2%
GBX 2,000
+15.7%
N/A£4.24B£2.12B-24,685.715,686Negative News
Gap Down
JMAT
Johnson Matthey
1.8117 of 5 stars
GBX 1,769
+0.1%
GBX 2,010
+13.6%
-9.3%£3.25B£14.14B1,842.71N/A
WPM
Wheaton Precious Metals
0.0878 of 5 stars
GBX 4,170
+3.3%
GBX 4,100
-1.7%
+10.3%£18.90B£1.02B4,436.1742Gap Up
ANTO
Antofagasta
0.3852 of 5 stars
GBX 2,269
+2.8%
GBX 1,619.38
-28.6%
+50.7%£22.37B£6.32B3,386.577,494Analyst Downgrade
News Coverage
ADT1
Adriatic Metals
0.0129 of 5 stars
GBX 220
+3.5%
GBX 236
+7.3%
+12.6%£673.68MN/A-1,571.43296Gap Up
High Trading Volume
KMR
Kenmare Resources
3.1683 of 5 stars
GBX 328
+0.3%
GBX 570
+73.8%
-25.0%£292.67M£458.48M303.701,687Gap Up

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This page (LON:S32) was last updated on 4/26/2024 by MarketBeat.com Staff

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