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Tharisa

R0012345678900123456789.0012345678900123456789-6.5%
52w low (est.) R19.73R30.74 52w high (est.)
Peers
Market data
Market cap
R7.61B
52-week range
R20.00 – R32.13
Beta (vs market)
0.69
Sector
Materials
Valuation
P/E ratio
4.0x
DCF fair value
R56.54
Margin of safety
+130.8%
Forward P/E
151.2x
Dividend yield
3.24%
Quality & efficiency
Moat score
63/100
Return on equity
14.5%
Profit margin
17.4%
Debt / equity
0.15
Growth & analysts
Revenue growth (YoY)
+28.0%
Analyst target
R33.36
Target upside
+36.2%
Analysts covering
1

About Tharisa

Tharisa plc, an investment holding company, engages in the mining, processing, sale, and logistics of platinum group metals (PGMs) and chrome concentrates in South Africa, China, Singapore, Hong Kong, the United Arab Emirates, and internationally. It operates through four segments: PGM, Chrome, Agency and Trading, and Manufacturing. The company sells PGM concentrates, including platinum, palladium, rhodium, gold, ruthenium, iridium, nickel, and copper. It also produces metallurgical chrome concentrate and specialty chrome concentrates; operates a third-party chrome plant, as well as markets and sells the chrome concentrate produced at the plant; and manufactures and sells mining and mineral processing equipment. In addition, the company owns and operates the Tharisa mine, a PGM and chrome mine located on the Bushveld Complex of South Africa. Further, it engages in the research, development, and beneficiation chrome and PGM output, as well as trading of chrome concentrate. Tharisa plc was incorporated in 2008 and is based in Paphos, Cyprus.

Valuation

ValueGrowthProfitHealthIncome80QUALITY
Overall Rating
80
Strong Buy
Strong Buy
Moat Score63
DCF Intrinsic Value
R56.54+130.8% upside

Moat, DCF and rating computed by our valuation engine (ported from the original Python model).

Fundamentals

Market Cap
R7.61B
P/E Ratio
4.0
Dividend Yield
3.24%
Revenue Growth
+28.0%
Profit Margin
17.4%
ROE
14.5%
Debt / Equity
0.15
Beta
0.69
High GrowthValueDividend Aristocrats
vs Materials sector:P/E 4 vs 13 · cheaperMoat 63 vs 2Yield 3.24% vs 0.1%

Statistics

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