Skip to Content

Anglo American PLC ADR NGLOY

Morningstar Rating
$15.27 −0.14 (0.91%)
View Full Chart
Unlock our analysis with Morningstar Investor

Company Report

Commodity Price Update Q3 2024: Value in Mineral Sands, Gold, and Thermal Coal

Base metals prices surged earlier in the June quarter of 2024 before partially reversing due to concerns over China’s economy. Iron ore prices are broadly stable despite China's struggling property market and weak infrastructure spending, leading to questions over China's steel demand. After updating our commodity price assumptions, no-moat Iluka is the cheapest miner we cover, trading 31% below its unchanged fair value estimate of AUD 9.50.

Price vs Fair Value

NGLOY is trading at a 192% premium.
Price
$15.41
Fair Value
$37.70
Uncertainty
High
1-Star Price
$77.22
5-Star Price
$8.40
Economic Moat
Vvbzl
Capital Allocation
Dwbvlsgr

Bulls Say, Bears Say

Bulls

Large platinum and diamond businesses give Anglo the kind of exposure to late-stage commodities that major mining peers don't possess.

Bears

Labor unrest and periodic calls for mining industry nationalization represent a source of concern for Anglo's South African assets.

Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if NGLOY is a good fit for your portfolio.

News

Trading Information

Previous Close Price
$15.41
Day Range
$15.0015.36
52-Week Range
$10.3717.60
Bid/Ask
$14.98 / $15.35
Market Cap
$37.02 Bil
Volume/Avg
175,138 / 573,975

Key Statistics

Price/Earnings (Normalized)
12.52
Price/Sales
1.22
Dividend Yield (Trailing)
3.11%
Dividend Yield (Forward)
3.11%
Total Yield
3.88%

Company Profile

Anglo American's mining portfolio spans many commodities and continents. Like fellow large diversified miners, Anglo has significant exposure to copper, iron ore and metallurgical coal, but it is unique among the global majors given its significant platinum group metals and diamonds output. The company accounts for about one third of the world’s platinum supply and around 30% of palladium supply. Anglo also owns 85% of De Beers, in most years the world's largest supplier and marketer of rough gem diamonds by value. Anglo also plans to move back into the crop nutrients business via its Woodsmith polyhalite project in the United Kingdom.
Sector
Basic Materials
Industry
Other Industrial Metals & Mining
Stock Style Box
Large Value
Total Number of Employees
58,000

Competitors

Valuation

Metric
NGLOY
RIO
BHP
Price/Earnings (Normalized)
12.5211.0210.86
Price/Book Value
1.482.423.53
Price/Sales
1.222.402.65
Price/Cash Flow
5.377.836.86
Price/Earnings
NGLOY
RIO
BHP

Financial Strength

Metric
NGLOY
RIO
BHP
Quick Ratio
1.061.041.08
Current Ratio
1.851.691.57
Interest Coverage
4.208.047.59
Quick Ratio
NGLOY
RIO
BHP

Profitability

Metric
NGLOY
RIO
BHP
Return on Assets (Normalized)
3.73%11.84%13.90%
Return on Equity (Normalized)
9.49%22.48%31.67%
Return on Invested Capital (Normalized)
6.06%19.38%21.70%
Return on Assets
NGLOY
RIO
BHP
See how this stock stacks up to its competitors with Morningstar Investor

Other Industrial Metals & Mining Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BHP Group Ltd ADR
BHP
ByqcdjmTsth$146.5 Bil
BHP Group Ltd
BHPLF
RWxchxtd$145.6 Bil
Rio Tinto Ltd
RTNTF
Txv$130.8 Bil
Rio Tinto PLC ADR
RIO
LhytfzfwZpt$107.5 Bil
Vale SA ADR
VALE
FyxRyc$48.2 Bil
Teck Resources Ltd Class B (Sub Voting)
TECK
CgbgrxktCpgbt$24.8 Bil
Lithium Americas Corp
LAC
NqbqdpdbCsrtp$578.1 Mil
Lithium Americas (Argentina) Corp
LAAC
FgzykbzYsrwxhg$514.0 Mil
Compass Minerals International Inc
CMP
XwxyvjrwXffmrk$415.8 Mil

Sponsor Center