Sibanye Gold Ltd ADR (SBSW)vsSouthern Copper Corporation (SCCO)
SBSW
Sibanye Gold Ltd ADR
$9.50
+0.85%
BASIC MATERIALS · Cap: $6.87B
SCCO
Southern Copper Corporation
$167.27
+1.14%
BASIC MATERIALS · Cap: $149.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Sibanye Gold Ltd ADR generates 864% more annual revenue ($164.89B vs $17.11B). SCCO leads profitability with a 37.2% profit margin vs 9.8%. SBSW trades at a lower P/E of 8.0x. SCCO earns a higher WallStSmart Score of 65/100 (B-).
SBSW
Buy60
out of 100
Grade: C+
SCCO
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SBSW.
Margin of Safety
-79.2%
Fair Value
$117.56
Current Price
$167.27
$49.71 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Revenue surging 64.3% year-over-year
Generating 16.3B in free cash flow
Strong operational efficiency at 29.9%
Every $100 of equity generates 47 in profit
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 59.9%
Revenue surging 39.1% year-over-year
Earnings expanding 66.0% YoY
Safe zone — low bankruptcy risk
Areas to Watch
ROE of -16.3% — below average capital efficiency
Earnings declined 38.2%
Distress zone — elevated risk
Trading at 10.4x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : SBSW
The strongest argument for SBSW centers on P/E Ratio, Revenue Growth, Free Cash Flow. Revenue growth of 64.3% demonstrates continued momentum.
Bull Case : SCCO
The strongest argument for SCCO centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 37.2% and operating margin at 59.9%. Revenue growth of 39.1% demonstrates continued momentum.
Bear Case : SBSW
The primary concerns for SBSW are Return on Equity, EPS Growth, Altman Z-Score.
Bear Case : SCCO
The primary concerns for SCCO are Price/Book, PEG Ratio.
Key Dynamics to Monitor
SBSW profiles as a hypergrowth stock while SCCO is a growth play — different risk/reward profiles.
SCCO carries more volatility with a beta of 1.13 — expect wider price swings.
SBSW is growing revenue faster at 64.3% — sustainability is the question.
SBSW generates stronger free cash flow (16.3B), providing more financial flexibility.
Bottom Line
SCCO scores higher overall (65/100 vs 60/100), backed by strong 37.2% margins and 39.1% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Sibanye Gold Ltd ADR
BASIC MATERIALS · OTHER PRECIOUS METALS & MINING · USA
Sibanye Stillwater Limited is a precious metals mining company in South Africa, the United States, Zimbabwe, Canada and Argentina. The company is headquartered in Weltevreden Park, South Africa.
Visit Website →Southern Copper Corporation
BASIC MATERIALS · COPPER · USA
Southern Copper Corporation is engaged in the extraction, exploration, smelting and refining of copper and other minerals in Peru, Mexico, Argentina, Ecuador and Chile.
Visit Website →Compare with Other OTHER PRECIOUS METALS & MINING Stocks
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