TICKER S32.AX
ISIN AU000000S320
Market cap. AUD
17,804,074,385
Shs outstanding 4,495,978,380
South32 Limited operates as a diversified metals and mining company in Australia, Southern Africa, North America, and South America. The company operates through Worsley Alumina, Brazil Alumina, Brazil Aluminium, Hillside Aluminium, Mozal Aluminium, Sierra Gorda, Cannington, Hermosa, Cerro Matoso, Illawarra Metallurgical Coal, Australia Manganese, and South Africa Manganese segments. It has a portfolio of assets producing bauxite, alumina, aluminum, copper, silver, lead, zinc, nickel, metallurgical coal, manganese, ferronickel, and other base metals. South32 Limited also exports its products. The company was incorporated in 2000 and is headquartered in Perth, Australia.
Strategy: Aussie Materials
Return at exit: Live
Strong Performance, Value, and Growth Potential
• Our ML engine selected South32 as a compelling buy based on exceptional market momentum, attractive valuation, and impressive growth metrics.
• The stock has delivered remarkable returns (29.45% over 3 months, 21.68% over 6 months) and is trading near its 52-week high (94.18%), demonstrating strong market confidence.
• Valuation metrics signal potential undervaluation with a forward P/E of 15.0, extremely low PEG ratio of 0.16, and Price/Book of just 1.2 – while InvestingPro estimates fair value at 4.5 AUD (28% above current price).
• Growth credentials are impressive with 19% revenue growth, extraordinary 136% EBITDA growth, and 67% dividend growth.
• Analysts are increasingly bullish, with RBC Capital recently raising its price target to 3.90 AUD and 8 of 14 analysts rating the stock a “buy” with no sell recommendations.