Sibanye Stillwater Ltd vs TeraWulf Inc — how do they compare? Sibanye Stillwater Ltd trades at $12.85 (market cap $9.31B), while TeraWulf Inc trades at $16.84 (market cap $8.54B). The key difference: Sibanye Stillwater Ltd and TeraWulf Inc are close in size by market cap, and Sibanye Stillwater Ltd pays a 6.17% dividend while TeraWulf Inc pays none. Which is the better fit depends on your goals.
| SBSW | WULF | |
|---|---|---|
Market Cap | $9.31B | $8.54B |
Sector | Basic Materials | Technology |
52-Week High | $21.12 | $28.98 |
52-Week Low | $8.00 | $10.49 |
Enterprise Value | $10.24B | $11.16B |
Dividend Yield | 6.17% | — |
Signals from Pluang's Aura AI — not financial advice
SBSW trades at $12.90, up 0.86% with a bullish technical signal. The company shows strong operational momentum with 54% YoY revenue growth and 111% EBITDA growth in H1 2026. Valuation metrics appear attractive with P/E of 10.2 and P/S of 0.88. Analyst consensus is mixed with 43% buy ratings and $14.00 price target, while technical indicators show bullish moving averages and neutral oscillators.
The outlook suggests potential upside from current levels supported by strong H1 2026 results and disciplined capital allocation. Key risks include commodity price volatility and the company's recent history of net losses. The stock presents a turnaround opportunity with improving cash flow trends and operational efficiency gains.
WULF trades at $17.86, up 8.18% today, amid a bullish technical signal despite consecutive quarterly earnings misses. The company is pivoting from Bitcoin mining to high-performance computing, securing contracts with Google and FluidStack, and expanding capacity with projects like the Kentucky data campus approved August 24, 2026. However, fundamentals show deep losses with a net income margin of -1,179.94% in 2026 and negative cash flow from operations.
The outlook is mixed: analyst consensus is strongly bullish with a $35.94 price target, but execution risks are high given the costly pivot and persistent unprofitability. Investors face volatility from the business model transition, though institutional interest remains with recent investments from Deutsche Bank and Beacon Pointe Advisors.
Trailing returns across standard periods
Latest headlines on both assets
Sibanye Stillwater Ltd is a South Africa-focused mining company. The Group currently owns and operates five underground and surface gold operations in South Africa: the Cooke, DRDGOLD, Driefontein, and Kloof operations in the West Witwatersrand region, and the Beatrix Operation in the southern Free State province. In addition to mining, the company owns and manages extraction and processing facilities at its operations, where gold-bearing ore is treated and beneficiated to produce gold dore. The gold dore is further refined at Rand Refinery into gold bars with a purity of at least 99.5% and is then sold on international markets. Sibanye holds a 44% interest in Rand Refinery, global refiners of gold, and the largest in Africa. Rand Refinery markets gold to customers around the world.
Read more on SBSW →TeraWulf develops, owns, and operates fully integrated digital infrastructure powered by predominantly zero-carbon energy. It utilizes a hybrid business model that combines industrial-scale Bitcoin mining with high-performance computing (HPC) and AI hosting, leveraging sustainable power sources like nuclear and hydroelectric to deliver low-cost, energy-efficient data center solutions.
Read more on WULF →