Anglo American (AGL.JO)

Materials · JSE · South Africa

R771.26-12.65% today

Fundamentals

Market capR844.94B

P/E ratio16.0

Dividend yield0.48%

Revenue growth (YoY)+17.5%

Profit margin-20.2%

Return on equity-2.7%

52-week rangeR489.70 to R928.62

Next earnings2026-07-30

Valuation and ratings

DCF fair valueR600.00

Upside to fair value-22.2%

Analyst target (mean)R884.70

Analyst rangeR735.00 to R1,073.80

Analysts covering4

Consensus viewbuy

Moat score58/100

Overall rating58/100, Buy

Anglo American trades at R771.26, which is 22% above the R600.00 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.

Our moat model scores it 58 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

It changes hands at 16.0 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.

About Anglo American

Anglo American plc, a mining company, produces copper, iron ore, and crop nutrients in the United Kingdom and internationally. The company operates through the Premium Iron Ore and the Copper segments. It also explores for nickel, diamonds, steelmaking coal, and manganese ore. The company was founded in 1917 and is headquartered in London, the United Kingdom.

Industry: Other Industrial Metals & MiningEmployees: 26,400HQ: United Kingdom

AGL.JO passes 3 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Mining and materials

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

South Africa and the JSE

A commodity and currency market wearing an equity market's clothes. The index can rise on a good day in Beijing.

Mega-cap leaders

The largest companies on earth. Enormously profitable, exhaustively analysed, and mathematically constrained in how much bigger they can get.

Common questions

Is Anglo American (AGL.JO) undervalued?

Against our discounted cash flow estimate of R600.00, AGL.JO at R771.26 is 22% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.

What is AGL.JO's P/E ratio?

AGL.JO trades at 16.0 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.

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Open AGL.JO in the app Free guides and screens

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.