DRD
Strong BuyFallen FavouriteFLAGDRDGOLD Limited · Basic Materials · South Africa · $1.8B · Avg Vol: $8M/d
Fallen Favourite: A good business that is expensive and falling. Wait for the price to catch up.
Insufficient evidence for a screen-pass. DRDGOLD Limited: fails the quant gate on value, momentum (Q89/V42/M38; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.
The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.
ABOUT DRDGOLD LIMITED
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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 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 324.0M | 314.8M | 338.0M | 383.7M | 686.2M | 16.2% | 686.8M | 715.1M | 819.4M | 9.3% |
| EPS | 10.32 | 0.81 | 0.92 | 0.95 | — | -54.9% | 3.01 | 0.86 | — | -3.4% |
| Shares | 86.7M | 858.0M | 860.7M | 861.5M | — | +893.2% | — | — | — | — |
| Debt | 3.4M | 3.2M | 2.4M | 1.8M | 0.7M | -26.9% | 0.7M | — | — | — |
| Equity | 296.4M | 334.5M | 385.8M | 423.7M | 783.9M | 21.5% | — | — | — | — |
| Op CF | 96.8M | 92.1M | 101.8M | 113.5M | 349.0M | 29.2% | 349.3M | — | — | — |
| Inv CF | -27.5M | -38.5M | -73.0M | -187.1M | -209.6M | — | — | — | — | — |
| Fin CF | -40.2M | -32.8M | -32.7M | -46.2M | -49.4M | — | — | — | — | — |
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) | $1.8B | 84 | Strong Buy |
| PAN.JO | Pan African Resources PLC | $3.8B | 81 | Strong Buy |
| HMY | Harmony Gold Mining Company Limited | $12.6B | 90 | Strong Buy |
| GFI | Gold Fields Limited | $40.9B | 86 | Strong Buy |
| AFE.JO | AECI Ltd | $665M | 91 | Strong Buy |
| KIO.JO | Kumba Iron Ore Limited | $4.8B | 94 | Strong Buy |
| SSL | Sasol Limited | $7.6B | 88 | Strong Buy |
| ARI.JO | African Rainbow Minerals Limited | $2.4B | 56 | Hold |
| PPC.JO | PPC Ltd | $660M | 99 | Strong Buy |
| NPH.JO | Northam Platinum Holdings Limited | $7.5B | 75 | Buy |
Peer medians: ROE 15.2% · P/E 8.6x · Gross margin 34.9%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.