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Exxaro

JNB:EXX · ZAE000084992
Oil, Gas & Consumable FuelsLarge

360

98
EV / EBIT90
Price / Owner Earnings40
Owner Earnings Yield91
Dividend Yield89
Price/Sales48
EV / Gross Profit100
Price/Book63
Return on Capital49
Cash Return on Capital71
Return on Equity67
EBIT Margin57
Gross Profitability76
Cash Conversion20
Accruals54
Owner Earnings Margin82
Sales growth71
Profit Growth69
Long-Term EPS Growth35
Owner Earnings Growth57
Reinvestment45
Price momentum89
Debt load77
Refinancing59
Debt Payback100
Liquidity68
Analyst ratings75
Opinion Changes50
Price Target Upside73
Market mood42
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Exxaro clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountrySouth Africa
IndustryOil, Gas & Consumable Fuels
SizeLarge
TypePublic Company
ExchangeJSE
Founded2000
Employees2,519
Websiteexxaro.com
ISINZAE000084992
Last UpdateApr 2, 2026
Indices
JSE All Shares (South Africa)
Themes
Clean EnergyOnshore and Offshore WindMining TechnologyMining

Description

Exxaro Resources Limited engages in coal, iron ore investment, pigment manufacturing, and renewable energy businesses in South Africa, Europe, Australia, and Asia. Business Segments The company organizes its operations into distinct business segmen…

Analysis

Bargain bin

Exxaro Resources Limited falls in the bargain bin: the price is low relative to peers, but the business metrics give reason to pause.

The price is attractive. You pay 9.7× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone.

The trajectory is moderate and the balance sheet is sturdy. The company scores 8/20 on our value-creation score: creating some value. Analysts lean positive.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
100
2023202420252026

All-time high

100

Jun 2026

All-time low

73

Jan 2025

Average rank

89

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
48
39
27
34
Price/Earnings
80
88
86
93
Price/Book
63
71
57
67
Dividend Yield
89
98
98
98
Value (overall)
80
86
87
81

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →