Zacks Investment Research·2 days ago
3 Gold-Related Stocks to Watch as Gold Outlook BrightensDRD, IDR and NAK could benefit as State Street sees gold reaching $5,000 by early 2027 and long-term drivers remain supportive after the recent pullback.
DRDGOLD Limited(DRD)Earnings, Financials & Key Ratios
DRD•NYSE
$21.32
13.4× P/E·Price updated Jul 7, 2026
AboutDRDGOLD Limited, a gold mining company, engages in the surface gold tailings retreatment business in South Africa. The company is involved in the exploration, extraction, processing, and smelting activities. It recovers gold from surface tailings in the Witwatersrand basin in Gauteng province. The company was incorporated in 1895 and is headquartered in Johannesburg, South Africa. DRDGOLD Limited operates as a subsidiary of Sibanye Gold Limited.Show more
- Revenue$7.88B+26.3%
- EBITDA$1.38B-28.4%
- Net Income$2.24B+68.8%
- EPS (Diluted)25.90+68.2%
- Gross Margin39.74%+37.0%
- EBITDA Margin17.46%-43.3%
- Operating Margin11.64%-55.0%
- Net Margin28.47%+33.7%
- ROE28.44%+40.9%
DRD Price & Volume
DRDGOLD Limited (DRD) stock price & volume — 10-year historical chart
Loading chart...
Reclamation Scaling Drives Robust Margin Expansion Performance
Investment Thesis • Updated 2026Q2
VerdictPositive
Growth:Accelerating
Profitability:Strong
Financial:Fortress
Cash Flow:Robust
Primary Risk:Environmental rehabilitation liability exposure
Key Thesis Takeaways
- DRDGOLD demonstrates a compelling growth trajectory fueled by its specialized hydraulic reclamation model, which achieved a 26.6% revenue growth rate in 2026Q2.
- While the company maintains a fortress balance sheet with a 0.00 debt-to-equity ratio, investors should monitor the lumpy capital expenditure cycle, which reached 32.7% of revenue in 2026Q2, and potential long-term environmental remediation liabilities.
- The firm's ability to convert net income into cash, evidenced by an OCF/NI ratio of 1.20, suggests a sustainable foundation for continued dividend distributions despite significant infrastructure reinvestment requirements.
Verdict Logic
the company exhibits strong operational leverage with an operating income of $2.2B in 2026Q2 and maintains a robust liquidity buffer with $1.7B in cash reserves.
DRD Growth Metrics
DRDGOLD Limited (DRD) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years14.11%
5 Years13.49%
3 Years15.46%
TTM43.88%
Profit CAGR
10 Years41.89%
5 Years28.71%
3 Years25.9%
TTM285.69%
EPS CAGR
10 Years4.06%
5 Years-20.39%
3 Years25.51%
TTM140.11%
Return on Capital
10 Years13.85%
5 Years21.03%
3 Years16.67%
Last Year9.29%
DRD Recent Earnings
DRDGOLD Limited (DRD) EPS & revenue vs analyst estimates — last 4 quarters
●Beat Revenue 1/12 qtrs (33%)
Q1 2026Latest
Feb 18, 2026Metric
Actual
Est
EPS
$0.14
—
Rev
$315M-4.6%
$330M
Q3 2025
Aug 20, 2025Metric
Actual
Est
EPS
$0.83
—
Rev
$231M+0.7%
$229M
Q1 2025
Feb 18, 2025Metric
Actual
Est
EPS
$0.59
—
Rev
$200M
—
Q3 2024
Aug 21, 2024Metric
Actual
Est
EPS
$0.47
—
Rev
$180M-48.5%
$349M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Feb 18, 2026 | $0.14 | $315Mvs $330M-4.6% |
| Q3 2025 | Aug 20, 2025 | $0.83 | $231Mvs $229M+0.7% |
| Q1 2025 | Feb 18, 2025 | $0.59 | $200M |
| Q3 2024 | Aug 21, 2024 | $0.47 | $180Mvs $349M-48.5% |
Based on last 12 quarters of dataView full earnings history →
Latest DRD News
Recent stock market news and headlines for DRDGOLD Limited (DRD)
Zacks Investment Research·6 days ago
Gold's Worst Quarterly Selloff in 13 Years: 3 Miners for the Long HaulGold's sharpest quarterly selloff in 13 years may offer a long-haul entry point into DRDGOLD, Newmont and Barrick Mining.
Peers Comparison
Key metrics vs top competitors for DRDGOLD Limited (DRD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $21.32 | $1.84B | 13.37 | 26.26% | 28.47% | 28.44% | 1.44% | |
| $82.01 | $41.42B | 15.80 | 70.78% | 31.11% | 35.5% | — | |
| $15.39 | $9.61B | 10.92 | 20.39% | 17.53% | 56.14% | — | |
| $33.58 | $30.05B | 8.52 | 68.77% | 34.5% | 76.87% | — | |
| $8.52 | $6.03B | -20.36 | 7.11% | -5.2% | -28.09% | — | |
| $32.02 | $6.44B | 12.76 | 39.93% | 28.71% | 13.69% | — |
Compare DRD vs Peers
DRDGOLD Limited (DRD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Get notified when DRD posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
DRD Frequently Asked Questions
DRDGOLD Limited (DRD) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is DRDGOLD Limited's revenue?
DRDGOLD Limited (DRD) reported $15.96B in revenue for fiscal year 2025. This represents a 5621% increase from $278.9M in 1997.
How fast is DRDGOLD Limited growing?
DRDGOLD Limited (DRD) grew revenue by 26.3% over the past year. This is strong growth.
Is DRD profitable?
Yes, DRDGOLD Limited (DRD) is profitable, generating $4.82B in net income for fiscal year 2025 (28.5% net margin).
Dividend & Returns
Does DRD pay dividends?
Yes, DRDGOLD Limited (DRD) pays a dividend with a yield of 1.44%. This makes it attractive for income-focused investors.
What is DRD's return on equity?
DRDGOLD Limited (DRD) has a return on equity (ROE) of 28.4%. This is excellent, indicating efficient use of shareholder capital.
What is DRDGOLD Limited's free cash flow?
DRDGOLD Limited (DRD) generated $1.08B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.