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94 companies matchUpdated with our data, free, no account

Mining and materials

Price takers in a violent cycle, with balance sheets that decide whether they survive the bottom of it.

Figure

Overall rating across the top 12 matches

RIO.L63.0GFI.JO62.0AGL.JO58.0DOW0.0FCX0.0LIN0.0GLEN.L0.0AAL.L0.0BHP.L0.0ANTO.L0.0BAS.DE0.0NTR.TO0.0Longer bar is better

Look at the spread, not the ranking. If the bars are all the same length, the screen is arbitrary: one point of overall rating separates a company that made the list from one that did not, and the cut is doing more work than the data supports. A long tail means the top few are genuinely exceptional and the rest merely qualified.

Figure

What this screen is really buying

Materials
40

More than half of these companies are in one sector (Materials). That is worth knowing: this screen has quietly become a sector bet, and if that sector re-rates, every name on the list moves together. Diversification comes from low correlation, not from the length of a list.

CompanyPriceRating
RIO.L
Rio Tinto
£48.2063
GFI.JO
Gold Fields
R332.0062
AGL.JO
Anglo American
R562.0058
DOW
Dow Inc.
$0.000
FCX
Freeport-McMoRan
$0.000
LIN
Linde plc
$0.000
GLEN.L
Glencore plc
£0.000
AAL.L
Anglo American
£0.000
BHP.L
BHP Group
£0.000
ANTO.L
Antofagasta plc
£0.000
BAS.DE
BASF SE
€0.000
NTR.TO
Nutrien Ltd.
C$0.000
ABX.TO
Barrick Gold
C$0.000
BHP.AX
BHP Group
A$0.000
FMG.AX
Fortescue Ltd.
A$0.000
RIO.AX
Rio Tinto
A$0.000
4063.T
Shin-Etsu Chemical
¥0.000
VMC
Vulcan Materials
$0.000
MLM
Martin Marietta
$0.000
SHW
Sherwin-Williams
$0.000
ECL
Ecolab Inc.
$0.000
APD
Air Products
$0.000
NEM
Newmont Corp.
$0.000
NUE
Nucor Corp.
$0.000
STLD
Steel Dynamics
$0.000
CTVA
Corteva Inc.
$0.000
LYB
LyondellBasell
$0.000
PPG
PPG Industries
$0.000
ALB
Albemarle Corp.
$0.000
051910.KS
LG Chem
₩0.000
005490.KS
POSCO Holdings
₩0.000
VALE3.SA
Vale
R$0.000
GMEXICOB.MX
Grupo Mexico
Mex$0.000
CEMEXCPO.MX
Cemex
Mex$0.000
2010.SR
SABIC
SR0.000
2350.SR
Saudi Kayan
SR0.000
SY1.DE
Symrise
€0.000
GIVN.SW
Givaudan
CHF0.000
SIKA.SW
Sika
CHF0.000
HOLN.SW
Holcim
CHF0.000

Showing the top 40 of 94 matches, ranked by the screen's own criteria.

Educational information, not financial advice, and not a recommendation to buy anything. A screen is a place to start reading, never a place to stop.