Sibanye Stillwater (SBSW): This Year’s Quiet Superstar

I wrote about silver back in early June, and since then it’s up nearly 30%, while the mining stock I covered is up over 100%. Now that it’s taken off, more investors are starting to talk about precious metals … but I still only see gold and silver dominating the headlines. 

Few people know this year’s quiet superstar has been platinum: up more than 60% YTD and one of the best-performing assets of 2025, outperforming the S&P500, NASDAQ, gold, and silver:

Source: Google Finance

Unlike gold, which has thousands of listed miners, there are very few publicly traded ways to get direct exposure to platinum production. 

That’s where Sibanye Stillwater (NYSE: SBSW) comes in. The stock is currently rated a B or Buy according to our Zen Ratings system. Here’s why it might be worth a closer look.  

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Why Platinum?

Historically, platinum has traded at a premium to gold because of its rarity and industrial utility. Today, it trades at roughly half the price of gold … a historically rare discount. If that gap narrows, platinum has room to run far beyond its recent rally. Especially when you consider there were times in history where an ounce of platinum was worth over 100% more than an ounce of gold. 

Demand drivers include:

• Industrial Uses: Catalytic converters, hydrogen fuel cells, and high-end electronics.
• Investment Demand: As gold and silver get crowded, platinum often lags behind in awareness, leaving upside for latecomers. It’s the “alt coin” of the precious metals space.
• Supply Constraints: Platinum supply is geographically concentrated (mainly South Africa and Russia), which makes it sensitive to disruptions.

Why Sibanye Stillwater (SBSW)?

Sibanye is one of the world’s largest primary platinum producers … and one of the only ways U.S. investors can buy a “pure-ish” platinum mining stock. While it also produces palladium, rhodium, gold, and other metals, platinum is central to its portfolio.

The setup right now is favorable for precious metals miners in general, but SBSW in particular:

• Rising Metals, Stagnant Energy: Miners’ margins expand when metals rise while oil (a major cost input) stays flat or declines. That’s exactly the environment we’re in.
• Diversified Revenue: Exposure to multiple precious metals gives SBSW downside protection while still offering leverage to platinum’s upside.
• Leveraged, Late Cycle Movers: Precious metals miners typically outperform spot prices later in commodity cyucles, creating potential for catch-up trades.
• Momentum: SBSW also scores an A according to our Momentum Component Grade, which weighs factors like sub-industry momentum, share turnover, volume-weighted momentum, and risk-adjusted momentum (adjusts momentum metrics based on the stock's risk profile). Here’s more info on how we build our Momentum factor. 

To see how SBSW scores across our other Component Grades, click here.

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The Big Picture

Whether you’ve been part of the gold and silver trade or missed the boat, platinum is interesting because it could lead the next leg higher … and Sibanye Stillwater is one of the only mining stocks that offers direct exposure.

With platinum outperforming nearly every other asset class this year and trading at a historical discount to gold, SBSW could be a unique way to diversify metals exposure while positioning for further upside.

Click here to add it to your watchlist.

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