Anglo American PLC ADR NGLOY

Morningstar Rating
$27.76 +1.07 (4.01%)
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Company Report

Raising Anglo American's Fair Value Estimate, but Copper Bullishness Means Shares Are Expensive

In response to BHP's unsuccessful bid for the company in May 2024, Anglo American is restructuring to focus on copper, iron ore, and crop nutrients, while selling or spinning off its other businesses. This includes exiting its exposure to consumption-oriented commodities like platinum and diamonds, which will likely make it more exposed to softening commodity demand from China as it rebalances away from infrastructure and construction-led growth.

Price vs Fair Value

NGLOY is trading at a LOCK|>!ym^w premium.
Price
$26.69
Fair Value
LOCK|.L
Uncertainty
LOCK|RfG
1-Star Price
LOCK|.%B^
5-Star Price
LOCK|!@
Economic Moat
LOCK|YM
Capital Allocation
LOCK|bHR?@>%

Bulls Say, Bears Say

Bulls

The company's copper mines are relatively low cost with long remaining lives and options to expand.

Bears

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

News

Trading Information

Previous Close Price
$26.69
Day Range
$27.06–27.76
52-Week Range
$17.49–29.61
Bid/Ask
$20.44 / $33.30
Shares Outstanding
2.14B
Market Cap
$59.49B
Volume/Avg
414,286 / 365,093

Key Statistics

Price/Earnings (Normalized)
69.76
Price/Sales
2.94
Dividend Yield (Trailing)
0.73%
Dividend Yield (Forward)
0.73%
Dividend Payment Schedule
May, Oct
Total Yield
0.99%

Company Profile

Previously one of the more diversified major miners, in May 2024 Anglo American announced that it will restructure to focus on copper, iron ore, and crop nutrients, while selling or spinning off its other businesses. It sold out of platinum group metals in September 2025, and will likely sell or demerge and spin off its majority-owned De Beers diamonds business, in most years the world's largest supplier and marketer of rough gem diamonds by value. It is again trying to sell its remaining metallurgical coal mines after Peabody pulled out of a deal to buy them. Anglo also plans to move back into the crop nutrients business via its Woodsmith polyhalite project in the UK. In September 2025, it also agreed to merge with Teck, with the deal likely to complete in late 2026 or early 2027.
Sector
Basic Materials
Industry
Other Industrial Metals & Mining
Stock Style Box
Large Growth
Total Number of Employees
43,000

Competitors

Valuation

Metric
NGLOY
BHP
FMG
Price/Earnings (Normalized)
69.7614.689.19
Price/Book Value
3.334.371.69
Price/Sales
2.943.672.01
Price/Cash Flow
11.589.194.98
Price/Earnings
NGLOY
BHP
FMG

Financial Strength

Metric
NGLOY
BHP
FMG
Quick Ratio
1.421.441.70
Current Ratio
2.271.882.32
Interest Coverage
2.5511.3613.01
Quick Ratio
NGLOY
BHP
FMG

Profitability

Metric
NGLOY
BHP
FMG
Return on Assets (Normalized)
1.37%11.44%11.10%
Return on Equity (Normalized)
4.30%27.20%17.01%
Return on Invested Capital (Normalized)
2.68%17.58%13.71%
Return on Assets
NGLOY
BHP
FMG

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