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IMP.JO$22269.00-0.22%
Fair $22269.00+0.0%

IMP.JO

Impala Platinum Holdings Limited

Basic Materials / Other Precious Metals & MiningJohannesburg

$22269.00

-50.00 (-0.22%)

Fairly Valued+0.0%Fair Value $22269.00Fund rank 29/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9
Declining RevenueMargin CompressionLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $509.0M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

44/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is 0.8%, below the 5% threshold
Thesis & Journal · IMP.JOLocal privado en este navegador · Impala Platinum Holdings Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$200.0B

P/E

24.4x

↑

EV/EBITDA

2024.9x

↑

ROE

0.8%

↑

Gross Margin

2.9%

↓

Debt/Equity

0.04

↓
52-Week Range$22269
$12274$37948

TradingView lightweight chart

IMP.JO price, volumen y niveles de valoración

Último $23,184Periodo +638.9%
Fair value: $22,269

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-10.3%

FCF CAGR

-73.0%

FCF margin

0.6%

FCF / Net income

0.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $85.46B · net income $761.0M · FCF $509.0M

2022-FY → 2025-FY

Gross margin

2.9%-32.0% pts

Operating margin

2.8%-31.9% pts

Net margin

0.9%-26.2% pts

FCF margin

0.6%-21.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$85.46B$85.46B$86.40B$106.59B$118.33B
Net Income$761.0M$761.0M$-17.31B$4.91B$32.05B
EBITDA$9.91B$9.91B$-11.29B$17.95B$51.35B
EPS0.840.84-19.295.7538.40
Gross Margin2.9%2.9%6.3%21.0%34.9%
Operating Margin2.8%2.8%4.1%20.8%34.7%
Net Margin0.9%0.9%-20.0%4.6%27.1%
Balance Sheet
Debt/Equity0.040.040.040.020.01
Current Ratio2.932.93———
Cash Flow
Free Cash Flow$509.0M$509.0M$-7.04B$10.90B$25.97B
Returns
ROE0.8%0.8%-18.9%4.3%27.9%
Valuation
P/E24.4424.44—2103.30495.83
EV/EBITDA2024.942024.94—573.79308.96
P/B219.35219.3597.0289.91138.55
Growth & Yield
Revenue Growth-1.1%-1.1%-18.9%-9.9%—
EPS Growth104.4%104.4%-435.5%-85.0%—
Dividend Yield2.5%2.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

1230.0%

muy exigente

EPS terminal req.

$1976.00

Spread vs growth

-1125.6%

5Y implied EPS CAGR

390.7%

muy exigente

EPS terminal req.

$2390.96

Spread vs growth

-286.4%

10Y implied EPS CAGR

132.3%

muy exigente

EPS terminal req.

$3850.67

Spread vs growth

-28.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +76.0%

Total return

+76.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-19.29 → 0.84

Residual

+73.6%

EPS growthn/d
Multiple reratingn/d
Dividend+2.5%
Residual / FX / buybacks / cross-term+73.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.