Gold. Scored on the same transparent model behind the daily rankings.
★
DRD
DRDGOLD Limited · Gold
63.5Score
$24.87Oct 9 close$2.2B
1Y Target$28.60Model estimate · no analyst coverage
5Y Target$41.87Compound horizon
10Y Target$62.12Long-dated conviction
FCF$130mTTM · 06/26C
FCF $130m — modest; watch for margin expansion · Trailing twelve months to 06/26 (operating cash flow − capex).
Rev+26.3%FY YoYA-
Revenue +26.3% — strong growth, well above S&P median (~7%) · Latest fiscal year vs the prior one, from SEC filings — a trailing-twelve-month comparison couldn't be assembled from this company's filings.
D/E0.00A
D/E 0.00 — least levered decile in Basic Materials (≈10th pctile)
P/E8.6xA-
P/E 8.6 — cheaper than most Basic Materials peers (≈25th pctile)
PEG1.00B+
PEG 1.00 — near fair value (1.0 is the usual benchmark)
Targets: 1-year is analyst consensus where covered, 5- and 10-year are model estimates; the DCF is a cross-check, not a target. Methodology
Quality-growth score · 63.5
Quality95.6
Growth50.0
Value73.5
Why this score
Raising its dividend
Durable high returns
Cyclical growth
Foreign reporter (ZAR)
Entry · Margin of safety
52-week rangeNear 52-week low
37% off the 12-month high
vs DCF fair value21% belowest. fair value ~$31
What the price assumes: free cash flow growing about 7% next year, slowing to 4% a year by year ten — vs a starting rate of ~20% our model takes as the middle of three readings — analyst estimates, last year's revenue growth, and the company's own multi-year record.
Quality signals
Gross profitability26% · Bgross profit ÷ total assets — not in the score
ROIC25.9% · Areturn on invested capital — leads the quality score
Model-generatedFrom reported fundamentals, checked against the figures above · Editorial standards
Why now
Gold · market cap $2.2b. Down 37% from 52-week high of $39.37 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory.
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 25% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Mining moat is reserve quality + extraction cost per unit — top-quartile cost producers generate cash through the commodity cycle while marginal producers burn it.
Risk
Down 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
Horizon
1-3 yr $28.60 (structural (no analyst coverage)) — fundamentals + valuation re-rating. 5 yr $41.87 at ~11% CAGR — compounding case rests on the competitive position widening. 10 yr $62.12 if current growth sustains into durable earnings power.
DRD vs the Top Picks average
Pillar
DRD
Book avg
Diff
Quality
96
83
+13
Growth
50
89
-39
Value
74
76
-2
Average of today's Top 30 (mean score 82.6); size and sector limits also decide the book.
Score history · DRD
Trend
+2.2 over 81 daily scores
From 61.3 (Jun 22) → 63.5 (now)
One point per daily run; read From → To for the actual range.
DRD at a glance
Same audited fundamentals as the score, unless a card says otherwise.
Analyst estimate revisions
30-day change
+0.0%
90-day change
+0.0%
Forward EPS estimate
$0.68
Over the last 90 days, what analysts expect DRD to earn is essentially unchanged. The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.
Estimates move both ways and are not part of the Bull Rankings score. Biggest movers →
Position sizing · DRD
$
%
%
Shares to buy
80
Position size
$1,990
4.0% of portfolio
Stop price
$18.65
25% below $24.87
$ at risk if stopped
$497.40
budget $500.00 · 1% of portfolio
Math only: excludes commissions, slippage and gap risk. Inputs stay in your browser.
DRDGOLD Limited (DRD): score, valuation & FAQ
DRDGOLD Limited (DRD) is a Gold company that scores 63.5 out of 100 on the Bull Rankings quality-growth model — a middling reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
Its strongest graded signals are D/E (A), Rev (A-) and P/E (A-). On valuation, DRD sits about 21% below our discounted-cash-flow fair value (a margin of safety) — the current price implies free cash flow growing about 7% next year, slowing to 4% a year by year ten.
Is DRD a good stock to buy?
Bull Rankings scores DRD 63.5 out of 100 on its quality-growth model, which is a middling reading. That is driven by D/E (A), Rev (A-) and P/E (A-). A score is a quantitative screen of DRDGOLD Limited's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does DRD score 63.5 on Bull Rankings?
The score leans on quality at 95.6 out of 100, with growth the weakest pillar at 50.0 — the three combine geometrically, so a weak one cannot be papered over by a strong one. DRD earns its highest marks on D/E (A), Rev (A-) and P/E (A-). Each signal is graded against sector-aware thresholds rather than one absolute bar, so DRD is measured against Gold peers, not against the market as a whole.
Is DRD overvalued or undervalued?
Based on $24.87, DRD sits about 21% below our discounted-cash-flow fair value (a margin of safety) — the current price implies free cash flow growing about 7% next year, slowing to 4% a year by year ten. It trades at an 8.6x P/E (graded A-). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.
What are the main risks of investing in DRD?
Down 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.