Commodity prices generally fell in the September-ending quarter, except for gold. Concerns about weak China end-user steel demand affected iron ore and other steelmaking commodities, while base metals prices fell on worries over slower economic growth in China and elsewhere.
Iluka is an industry leader with relatively high-grade zircon and rutile deposits. Supply can be withheld to defend prices and margins in times of weak demand.
Mineral sands markets are relatively small. Sales volumes can go through periods of significant demand weakness, such as in 2008-09 and 2012-16.
|
Metric
|
ILU
|
RIO
|
VALE
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.37 | 11.56 | 5.85 |
Price/Book Value | 1.28 | 2.47 | 1.36 |
Price/Sales | 2.50 | 2.49 | 1.20 |
Price/Cash Flow | 18.48 | 8.20 | 3.80 |
|
Metric
|
ILU
|
RIO
|
VALE
|
|---|---|---|---|
Quick Ratio | 2.11 | 1.16 | 0.69 |
Current Ratio | 4.90 | 1.70 | 1.08 |
Interest Coverage | 36.23 | 10.17 | 8.45 |
|
Metric
|
ILU
|
RIO
|
VALE
|
|---|---|---|---|
Return on Assets (Normalized) | 8.13% | 11.49% | 11.40% |
Return on Equity (Normalized) | 12.42% | 21.57% | 27.08% |
Return on Invested Capital (Normalized) | 11.11% | 18.28% | 20.80% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| BHP Group Ltd
BHPLF
| B | Ssdsmdt | $157.2 Bil | |||
| BHP Group Ltd ADR
BHP
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| Rio Tinto Ltd
RTNTF
| — | Ndk | $140.7 Bil | |||
| Rio Tinto PLC ADR
RIO
| Tqrqymqc | Pblwh | $115.8 Bil | |||
| Vale SA ADR
VALE
| Ghnn | Ckxcr | $50.5 Bil | |||
| Anglo American PLC ADR
NGLOY
| Znzfkgffy | Wzvgn | $39.9 Bil | |||
| Teck Resources Ltd Class B (Sub Voting)
TECK
| Nqlzxspnb | Gtdzv | $27.2 Bil | |||
| Lithium Americas Corp
LAC
| Yhhhskxr | Qdn | $562.1 Mil | |||
| Lithium Americas (Argentina) Corp
LAAC
| Vncxzbk | Fxkrfjg | $519.9 Mil | |||
| Compass Minerals International Inc
CMP
| Zgdlksq | Xsnnzm | $501.8 Mil |
United States