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Sibanye-Stillwater USD

Update

Re-runs extraction for each period with period-end year from max(2023, current year − 2) through the current year, oldest first (up to three reporting years). This can take a long time.

Sector: Precious-metals mining

Geography: South Africa, United States

COMM_SBSW

Price chart

9.86 USDDay 1.23%

Key metrics

Net debt (table and EV/EBITDA): |short-term borrowings| + |long-term borrowings| + |other financial liabilities| when extracted + |non-controlling interest| when extracted − |cash and equivalents|; amounts in millions of the reporting currency.

Market

Price
9.86 USD · 1.23%
Market cap
7.0 bn USD

Growth

Δ revenue y/y
18.5%
Δ EBITDA y/y
65.2%

Multiples

P/E (LTM)
P/B (FY)
3.2x
P/E (ann.)
<0
EV/EBITDA (LTM)
11.9x
EV/EBITDA (ann.)
18.3x

Cash return

Dividend yield
FCF yield (LTM)
-9.1%

Liquidity

Daily turnover

Shares: connector/market_inputs

🔍 Sanity check — subtotal consistency (Level-1 + Level-2) OK: 0 / Warn: 3 / Err: 3 / Autofix applied: 0
Port of PHP subtotal-total + sign-flip detection logic
PeriodIssues
2023-06-30 H1Errors 1Warn 1
2023-12-31 FYWarn 3
2024-06-30 H1Warn 1
2024-12-31 FYWarn 1
2025-06-30 H1Errors 1Warn 2
2025-12-31 FYErrors 1Warn 1
All checks pass · Has warnings (review) · Has errors (needs fix) · ✓* Autofix applied (see evidence)

Financial dynamics

Monetary columns are in M USD, one decimal; scale (K/M/B/T) keeps values readable. For the period (default) shows P&L and cash flow for that row’s reporting window: quarterly amounts when the feed uses quarter-duration facts (typical US 10-Q revenue and income), quarterly cash flows after stripping YTD where only cumulative tags exist, and an implied Q4 on 31 Dec FY rows (P&L: FY minus Q1–Q3; operating / investing cash flow: FY 12m minus 9M YTD to 30 Sep when sourced from SEC builder evidence) so they match 10-Q scale. Some issuers still use cumulative YTD minus the prior row in the same calendar year. As reported shows values stored on each row (e.g. full-year on FY). Balance sheet is always as reported. Source JSON may use millions etc.; conversion uses amounts_unit per row.

DatePeriodStatusRevenueM USDOperating profitM USDD&AM USDEBITDAM USDNet profitM USDOperating CFM USDCapex + M&AM USDAssetsM USDEquityM USDROE (annualized)Net debtM USDSource
2025-12-31H2 2025 (6M)OK4190.6
y/y 34.9%
190.0
y/y 325.7%
288.0
y/y 13.2%
478.1
y/y 180.8%
-88.4
y/y -1025.4%
460.4-602.48376.7
y/y 11.2%
2211.2
y/y -7.9%
-12.9%1458.9
2025-06-30H1 2025 (6M)OK3063.8
y/y 1.7%
-5.4
y/y -116.6%
236.0
y/y 4.3%
230.6
y/y -10.9%
-200.9
y/y
737.2-533.68094.8
y/y 9.9%
2258.5
y/y -4.7%
-17.2%1222.1
2024-12-31H2 2024 (6M)OK3106.9
y/y 7.9%
-84.2
y/y 96.6%
254.5
y/y -11.1%
170.3
y/y 107.7%
9.6
y/y 100.4%
346.3-568.87531.5
y/y -2.8%
2400.4
y/y -9.1%
-16.7%1399.3
2024-06-30H1 2024 (6M)OK3013.0
y/y -8.2%
32.4
y/y -93.2%
226.3
y/y -11.7%
258.8
y/y -64.6%
-407.8
y/y -201.3%
215.2-608.47363.4
y/y -24.7%
2369.0
y/y -54.9%
-32.6%1212.8
2023-12-31H2 2023 (6M)OK2879.4
y/y
-2508.4
y/y
286.3
y/y
-2222.1
y/y
-2450.0
y/y
-75.2-626.57748.7
y/y
2641.6
y/y
-51.8%806.0
2023-06-30H1 2023 (6M)OK3283.4
y/y
473.7
y/y
256.5
y/y
730.2
y/y
402.4
y/y
459.8-588.49780.7
y/y
5257.8
y/y
205.6
Data quality No obvious scale, balance-sheet, or cash-flow sanity issues in the displayed periods.

Production & Reserves

Physical operating metrics — supplementary, not part of the financial statements

Gold

Proved reserves
91.21 mln gold oz eq.
2021
Annual production
1.61 mln gold oz eq
2025

Production, mln gold oz eq

1.8620231.9120241.612025

Proved reserves

YearReserves, mln gold oz eq.
202191.21

Production

YearProduction, mln gold oz eqper day
20251.61
−16.0%
4 406
20241.91
+2.7%
5 243
20231.865 104

EI1 ___NASDAQ_press_comm (NASDAQ / SEC filings)

Revenue & EBITDA

RevenueEBITDA

Quarterly values ($ mln)

-4 000-2 00002 0004 0002023 H12023 H22024 H12024 H22025 H12025 H2

Year-over-year change

-100%0%100%200%2023 H12023 H22024 H12024 H22025 H12025 H2

Cash flow

FCF ($ mln)

-800-600-400-20002002023 H12023 H22024 H12024 H22025 H12025 H2

Net debt / cash ($ mln)

05001 0001 5002023 H12023 FY2024 H12024 FY2025 H12025 FY

Key-commodity price — Platinum

Current 1 680spot vs LTM +5%

Commodity-player potential

Target market cap from conservative EBITDA and the historical EV/EBITDA

Upside: -96.0%

Main driver: Platinum +5% vs LTM; revenue ×1.00 vs costs ×1.20; EBITDA 2 307→782; at 2.9× EV/EBITDA → -96%.

Product prices — moves vs the LTM average

CommodityShareSpotLTM3-yrvs LTM, $vs LTM, ZAR3y vs LTM
Platinum (rev)+44%1 679.801 596.261 269.50+5%-6%-20%
Palladium (rev)+37%1 256.001 355.171 208.95-7%-17%-11%
Gold (rev)+19%4 104.523 939.803 102.99+4%-7%-21%
Electricity Spot (cost)-10%57.8058.5652.39-1%-11%-11%
US Diesel Index (EIA) (cost)-5%5.213.754.06+39%+24%+8%

How it is calculated — revenue → costs → EBITDA → target market cap

1 · Reported baseline (LTM)
LTM revenue7 253
LTM EBITDA2 307
LTM cash costs (revenue − EBITDA)4 946
2 · Revenue projection
Revenue multiplier — spot×1.004 (+0%)
= Spot revenue7 285
Revenue multiplier — 3y price×0.829 (-17%)
= 3-year-price revenue6 014
3 · Costs projection
Cost multiplier — spot×1.199 (+20%)
= Spot cash costs5 928
Cost multiplier — 3y price×1.174 (+17%)
= 3-year-price cash costs5 807
4 · EBITDA projection (revenue − costs)
= Spot EBITDA1 357
= 3-year-price EBITDA207
Conservative EBITDA = min(spot, avg)782
5 · Valuation → target market cap
Historical EV/projected-EBITDA (3-yr average)2.9x
Target EV = EV/EBITDA × conservative EBITDA2 249
Net debt1 338
Target market cap = EV − net debt1 039
Current market cap25 702

Upside = target market cap ÷ current − 1 = -96.0%

Spot model vs reported — what the spot model projected (trailing-LTM base brought to the period × the period's commodity-price move) against the actual report, per reported period (quarter, half-year or full year — per the filer's calendar); amounts in USD mln. green = reported above projection, pink = below.

PeriodAct. revModel revΔ revAct. EBITDAModel EBITDAΔ EBITDA
2023 H13 2833 960-17.1%7301 000-27.0%
2023 H22 8793 238-11.1%-2 222304-831.1%
2024 H13 0132 828+6.6%259-1 287
2024 H23 1073 032+2.5%170-1 401
2025 H13 0643 318-7.7%231188+22.4%
2025 H24 1914 488-6.6%4781 178-59.4%

EV/EBITDA — LTM vs projected

Projected EV/EBITDA 2.8x · target 3-yr avg 2.9x · LTM avg 2.1x

EV/EBITDA (LTM)EV/EBITDA (projected)target avg (projected, 3y)

Dividends

No dividend rows found for this issuer (checked: Yahoo Finance (ex-div)).

Reporting forms detected in loaded periods: (Balance sheet / Profit or loss (P&L) / Cash flows)