Glencore (OTCMKTS:GLNCY) and Impala Platinum (OTCMKTS:IMPUY) Head to Head Contrast
by Tristan Rich · The Markets DailyGlencore (OTCMKTS:GLNCY – Get Free Report) and Impala Platinum (OTCMKTS:IMPUY – Get Free Report) are both large-cap basic materials companies, but which is the superior business? We will compare the two businesses based on the strength of their valuation, profitability, earnings, dividends, institutional ownership, analyst recommendations and risk.
Analyst Ratings
This is a breakdown of current ratings and target prices for Glencore and Impala Platinum, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Glencore | 0 | 4 | 6 | 1 | 2.73 |
| Impala Platinum | 0 | 1 | 2 | 0 | 2.67 |
Glencore currently has a consensus target price of $9.30, indicating a potential downside of 41.06%. Impala Platinum has a consensus target price of $23.00, indicating a potential upside of 90.51%. Given Impala Platinum’s higher probable upside, analysts clearly believe Impala Platinum is more favorable than Glencore.
Profitability
This table compares Glencore and Impala Platinum’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Glencore | N/A | N/A | N/A |
| Impala Platinum | N/A | N/A | N/A |
Insider and Institutional Ownership
0.1% of Glencore shares are owned by institutional investors. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.
Dividends
Glencore pays an annual dividend of $0.27 per share and has a dividend yield of 1.7%. Impala Platinum pays an annual dividend of $0.36 per share and has a dividend yield of 3.0%.
Earnings & Valuation
This table compares Glencore and Impala Platinum”s gross revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Glencore | $247.54 billion | 0.37 | $363.00 million | N/A | N/A |
| Impala Platinum | $4.71 billion | 2.30 | $41.85 million | N/A | N/A |
Glencore has higher revenue and earnings than Impala Platinum.
Risk & Volatility
Glencore has a beta of 0.6, indicating that its stock price is 40% less volatile than the S&P 500. Comparatively, Impala Platinum has a beta of 0.75, indicating that its stock price is 25% less volatile than the S&P 500.
Summary
Glencore beats Impala Platinum on 6 of the 10 factors compared between the two stocks.
About Glencore
Glencore plc engages in the production, refinement, processing, storage, transport, and marketing of metals and minerals, and energy products in the Americas, Europe, Asia, Africa, and Oceania. It operates through two segments: Marketing Activities and Industrial Activities. The company engages in production and marketing copper, cobalt, lead, nickel, zinc, chrome ore, ferrochrome, vanadium, aluminum, alumina, and iron ore; and coal, crude oil, refined products, and natural gas, as well as oil exploration/production and refining/distribution. It also operates marketing and distribution of physical commodities sourced from third party producers and company’s production to industrial consumers, including the battery, electronic, construction, automotive, steel, energy, and oil industries. In addition, the company provides financing, logistics, and other services to producers and consumers of commodities. Glencore plc was founded in 1974 and is headquartered in Baar, Switzerland.
About Impala Platinum
Impala Platinum Holdings Limited engages in the mining, processing, concentrating, refining, and sale of platinum group metals (PGMs) and associated base metals. The company produces platinum, palladium, rhodium, nickel, and by-products, as well as ruthenium, iridium, and gold. It has operations on the PGM-bearing orebodies, including the Bushveld Complex located in South Africa; and the Great Dyke situated in Zimbabwe, as well as the Canadian Shield. The company markets and sells its products in South Africa, Japan, China, the United States, and Europe. Impala Platinum Holdings Limited was incorporated in 1957 and is based in Sandton, South Africa.