IPX (IperionX Limited) vs S&P 500 Comparison

IPX

S&P 500

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IPX

S&P 500

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IPX

S&P 500

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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IPX

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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IperionX Limited
Glance View

Market Cap

826.4m USD

Industry

Metals & Mining

Iperionx Ltd. engages in the exploration and acquisition of mineral properties. The company is headquartered in Charlotte, North Carolina. The company went IPO on 2018-04-16. The Company’s principal activities are the exploration and development of mineral resource properties. The Company’s titanium technologies can produce recyclable, low-carbon intensity titanium products. The firm also holds a 100% interest in the Titan Project, covering approximately 11,000 acres of titanium, rare earth minerals, high-grade silica sand and zircon rich mineral sands properties in Tennessee, United States. The Company’s subsidiaries include IperionX Inc., IperionX Critical Minerals LLC, IperionX Materials & Technologies LLC, Hyperion Metals (Australia) Pty Ltd and Calatos Pty Ltd LLC.

View IPX Analysis

IPX Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

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ZA	S	Sibanye Stillwater Ltd JSE:SSW	Add
ZA	N	Northam Platinum Holdings Ltd JSE:NPH	Add
ZA	R	Royal Bafokeng Platinum Ltd JSE:RBP	Add
RU	A	AK Alrosa PAO MOEX:ALRS	Add
MX		Fresnillo PLC LSE:FRES	Add
MX	I	Industrias Penoles SAB de CV BMV:PE&OLES	Add
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GG	G	Gemfields Group Ltd JSE:GML	Add

ZA	A	Anglo American Platinum Ltd JSE:AMS	Select
ZA	I	Impala Platinum Holdings Ltd JSE:IMP	Select
ZA	S	Sibanye Stillwater Ltd JSE:SSW	Select
ZA	N	Northam Platinum Holdings Ltd JSE:NPH	Select
ZA	R	Royal Bafokeng Platinum Ltd JSE:RBP	Select
RU	A	AK Alrosa PAO MOEX:ALRS	Select
MX		Fresnillo PLC LSE:FRES	Select
MX	I	Industrias Penoles SAB de CV BMV:PE&OLES	Select
CY	T	Tharisa PLC JSE:THA	Select
GG	G	Gemfields Group Ltd JSE:GML	Select

ZA	A	Anglo American Platinum Ltd JSE:AMS	Add
ZA	I	Impala Platinum Holdings Ltd JSE:IMP	Add
ZA	S	Sibanye Stillwater Ltd JSE:SSW	Add
ZA	N	Northam Platinum Holdings Ltd JSE:NPH	Add
ZA	R	Royal Bafokeng Platinum Ltd JSE:RBP	Add
RU	A	AK Alrosa PAO MOEX:ALRS	Add
MX		Fresnillo PLC LSE:FRES	Add
MX	I	Industrias Penoles SAB de CV BMV:PE&OLES	Add
CY	T	Tharisa PLC JSE:THA	Add
GG	G	Gemfields Group Ltd JSE:GML	Add

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IPX

vs

S&P 500

Stocks Performance
IPX vs S&P 500

Performance Gap
IPX vs S&P 500

Performance By Year
IPX vs S&P 500

Competitors Performance
IperionX Limited vs Peers

IperionX Limited
Glance View

Company

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IPX vs S&P 500

Stocks Performance IPX vs S&P 500

Performance Gap IPX vs S&P 500

Performance By Year IPX vs S&P 500

Competitors Performance IperionX Limited vs Peers

IperionX Limited Glance View

Company

Help

Tools

Stocks

IPX

vs

S&P 500

Stocks Performance
IPX vs S&P 500

Performance Gap
IPX vs S&P 500

Performance By Year
IPX vs S&P 500

Competitors Performance
IperionX Limited vs Peers

IperionX Limited
Glance View