Valterra Platinum Limited (AGPPF) Fair Value & Analysis
Basic Materials · US · Market cap $21.4B
Valterra Platinum Limited
AGPPF · US
Fair value as of: Jul 14, 2026
From 24 valuation models · updated 27 days ago
Fair value updated Jul 14, 2026, revised from $83.33 to $83.61 (+0.3%) since Jun 24, 2026. Share price +24.1% over the past month.
A solid business, currently priced close to our fair value.
What matters now
- The model range is unusually wide ($45.21 to $123.17). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.
How to read this chart
60‑month range $0.0100 – $112.79 · fair‑value band $45.21 – $123.17 · the $88.35 price screens above the $83.61 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 14, 2026.
Analysis
Valterra Platinum Limited (AGPPF) currently trades at $88.35, while our model-based Fair Value estimate is $83.61, implying the stock looks roughly 5.4% fairly valued today. The Quality Score stands at 69/100 (solid quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Valterra Platinum Limited generated revenue of $116B at a net margin of 13.3%. Revenue grew 30.3% year over year. It earns a return on equity of 15.7%. Net debt stands at $2.0B. Fundamentals as of Jul 14, 2026
Our scenario range runs from $45.21 (bear case) to $123.17 (bull case); at $88.35, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 25% below its 52-week high, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -34% fair-value upside, at -5%, AGPPF screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: Growth Earnings ($1,827) versus Asset-Based ($251.14). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 66 · Market factors (momentum, volatility) 58
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Valterra Platinum Limited engages in the production and supply of platinum group metals, base metals, and precious metals in South Africa, Asia, Europe, North America, and internationally. The company produces platinum, palladium, rhodium, ruthenium, iridium, and osmium; and nickel, copper, cobalt sulphate, and chrome, as well as gold and sodium sulphate.
Full company description
Valterra Platinum Limited engages in the production and supply of platinum group metals, base metals, and precious metals in South Africa, Asia, Europe, North America, and internationally. The company produces platinum, palladium, rhodium, ruthenium, iridium, and osmium; and nickel, copper, cobalt sulphate, and chrome, as well as gold and sodium sulphate. It also provides fuel cell electric vehicles. The company was formerly known as Anglo American Platinum Limited and changed its name to Valterra Platinum Limited in May 2025. The company was incorporated in 1946 and is headquartered in Johannesburg, South Africa.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Valterra Platinum Limited reported revenue of $116B in FY2025 versus $215B in FY2021, a compound −14.2%/yr. Reported net income was $15.4B in FY2025, compounding −33.5%/yr from FY2021.
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Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Valterra Platinum (JSE:VAL) Stock Sees Modest Fair Value Lift As Analysts Split On Targets
- Valterra Platinum Ltd (AGPPF) Q2 2026 Earnings Call Highlights: Record Revenue Surge and Robust ...
- Valterra Platinum (JSE:VAL) Stock Sees Modest Fair Value Cut As Analysts Split On Valuation
- Valterra Platinum (JSE:VAL) Narrative Shifts As Trimmed Targets Meet Mixed Analyst Conviction
Peer Group
Other Precious Metals & Mining · 102 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Other Precious Metals & Mining median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Other Precious Metals & Mining stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Fresnillo plc FRES | 579.75 MXN | 558.30 MXN | -4% |
| Hecla Mining Company HL | $14.52 | $8.15 | -44% |
| Compañía de Minas Buenaventura S.A. BVN | $29.82 | $29.96 | +0% |
| Sibanye Stillwater Limited SBSW | $8.12 | $9.90 | +22% |
| China Gold International Resources Corp CGG | C$24.78 | C$18.48 | -25% |
| Artemis Gold Inc ARTG | C$32.98 | C$21.86 | -34% |
| Triple Flag Precious Metals Corp TFPM | $28.10 | $16.03 | -43% |
| Sino-Platinum Metals Co 600459 | ¥21.01 | ¥13.23 | -37% |
| Perpetua Resources Corp PPTA | C$26.10 | C$5.85 | -78% |
| Zhaojin International Gold Co 000506 | ¥13.15 | ¥2.84 | -78% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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