WallStSmart

Sibanye Gold Ltd ADR (SBSW)vsSouthern Copper Corporation (SCCO)

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Smart Verdict

WallStSmart Research — data-driven comparison

Sibanye Gold Ltd ADR generates 944% more annual revenue ($164.89B vs $15.79B). SCCO leads profitability with a 35.9% profit margin vs 9.8%. SBSW trades at a lower P/E of 9.3x. SCCO earns a higher WallStSmart Score of 65/100 (B-).

SBSW

Buy

60

out of 100

Grade: C+

Growth: 4.7Profit: 7.0Value: 6.7Quality: 6.5
Piotroski: 6/9Altman Z: 1.37

SCCO

Strong Buy

65

out of 100

Grade: B-

Growth: 9.3Profit: 10.0Value: 4.3Quality: 8.0
Piotroski: 5/9Altman Z: 3.11

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SBSW4 strengths · Avg: 9.5/10
P/E RatioValuation
9.3x10/10

Attractively priced relative to earnings

Revenue GrowthGrowth
64.3%10/10

Revenue surging 64.3% year-over-year

Free Cash FlowQuality
$16.30B10/10

Generating 16.3B in free cash flow

Operating MarginProfitability
29.9%8/10

Strong operational efficiency at 29.9%

SCCO6 strengths · Avg: 10.0/10
Return on EquityProfitability
44.9%10/10

Every $100 of equity generates 45 in profit

Profit MarginProfitability
35.9%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
61.2%10/10

Strong operational efficiency at 61.2%

Revenue GrowthGrowth
40.6%10/10

Revenue surging 40.6% year-over-year

EPS GrowthGrowth
71.6%10/10

Earnings expanding 71.6% YoY

Altman Z-ScoreHealth
3.1110/10

Safe zone — low bankruptcy risk

Areas to Watch

SBSW3 concerns · Avg: 2.0/10
Return on EquityProfitability
-16.3%2/10

ROE of -16.3% — below average capital efficiency

EPS GrowthGrowth
-38.2%2/10

Earnings declined 38.2%

Altman Z-ScoreHealth
1.372/10

Distress zone — elevated risk

SCCO3 concerns · Avg: 3.3/10
P/E RatioValuation
29.1x4/10

Moderate valuation

Price/BookValuation
13.7x4/10

Trading at 13.7x book value

PEG RatioValuation
5.412/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull 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 35.9% and operating margin at 61.2%. Revenue growth of 40.6% 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 P/E Ratio, 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 1.15 — 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 35.9% margins and 40.6% 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.

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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.

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