Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DRD
STRONG BUYREMOVEDRDGOLD Limited · Basic Materials · South Africa · $2.3B · Avg Vol: $8M/d
DRDGOLD is a specialized gold tailings retreatment company. While it has a superior environmental and cost profile compared to traditional miners, it remains a price-taker dependent on gold price cycles, failing our core quality compounder criteria.
COMPANY DESCRIPTION
DRDGOLD Limited is a gold mining company specializing in the extraction of gold from surface tailings (mine dumps) in South Africa, re-processing historical gold mine waste for economic recovery. The company benefits from a unique business model focused on lower-cost, lower-risk surface gold mining, avoiding the complexities and capital intensity of deep-level conventional mining. DRDGOLD is a niche gold producer focused on environmentally responsible extraction from tailings, offering a distinct investment profile.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | CAGR |
|---|---|---|---|---|---|
| Revenue | 5.3B | 5.1B | 5.5B | 6.2B | 5.8% |
| EPS | 16.84 | 13.12 | 14.91 | 15.43 | -2.9% |
| Shares | 865M | 865M | 865M | 865M | 0.0% |
| Debt | 55M | 52M | 40M | 29M | -18.9% |
| Equity | 4.8B | 5.4B | 6.3B | 6.9B | 12.6% |
| Op CF | 1.6B | 1.5B | 1.7B | 1.8B | 5.5% |
| Inv CF | -447M | -626M | -1.2B | -3.0B | — |
| Fin CF | -654M | -533M | -532M | -751M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of DRD are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DRD | DRDGOLD Limited(you) | $2.3B | 94 | STRONG BUY |
| PAN.JO | Pan African Resources PLC | $3.2B | 96 | STRONG BUY |
| HMY | Harmony Gold Mining Company Limited | $11.5B | 97 | STRONG BUY |
| GFI.JO | Gold Fields Limited | $35.6B | 92 | STRONG BUY |
| KIO.JO | Kumba Iron Ore Limited | $6.1B | 96 | STRONG BUY |
| AFE.JO | AECI Ltd | $798M | 98 | STRONG BUY |
| SOLBE1.JO | Sasol Limited | $5.0B | 83 | STRONG BUY |
| PPC.JO | PPC Ltd | $745M | 99 | STRONG BUY |
| ARI.JO | African Rainbow Minerals Limited | $2.4B | 65 | HOLD |
| NPH.JO | Northam Platinum Holdings Limited | $6.9B | 68 | BUY |
Peer medians: ROE 5.7% · P/E 13.1x · Gross margin 24.9%