Southern Copper Stock Z Score

SCCO Stock  USD 92.91  4.91  5.02%   
Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Southern Copper Piotroski F Score and Southern Copper Valuation analysis.
To learn how to invest in Southern Stock, please use our How to Invest in Southern Copper guide.
  
At this time, Southern Copper's Additional Paid In Capital is very stable compared to the past year. As of the 23rd of February 2025, Change In Working Capital is likely to grow to about 292.9 M, while Capital Surpluse is likely to drop about 3.1 B. At this time, Southern Copper's Income Before Tax is very stable compared to the past year. As of the 23rd of February 2025, Net Income is likely to grow to about 3.5 B, while Interest Expense is likely to drop about 202.7 M.

Southern Copper Company Z Score Analysis

Southern Copper's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

 = 

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

 = 

1.2 * (

Working Capital

/

Total Assets )

Second Factor

 = 

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

 = 

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

 = 

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

 = 

0.99 * (

Revenue

/

Total Assets )

Southern Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Southern Copper is extremely important. It helps to project a fair market value of Southern Stock properly, considering its historical fundamentals such as Z Score. Since Southern Copper's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Southern Copper's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Southern Copper's interrelated accounts and indicators.
0.830.890.960.720.890.990.72-0.040.130.8-0.850.82-0.740.350.480.730.850.870.77-0.06-0.61-0.050.790.730.19
0.830.690.790.890.740.810.86-0.040.360.92-0.80.94-0.710.230.260.730.90.890.810.0-0.55-0.050.610.640.3
0.890.690.890.720.670.910.40.240.110.79-0.910.8-0.650.50.450.820.720.880.72-0.22-0.660.240.620.50.08
0.960.790.890.670.910.950.64-0.040.070.75-0.860.8-0.570.460.510.790.860.810.62-0.1-0.68-0.040.820.770.26
0.720.890.720.670.570.720.660.260.430.94-0.810.92-0.690.120.240.710.690.890.8-0.15-0.470.250.320.310.17
0.890.740.670.910.570.870.78-0.26-0.080.61-0.650.65-0.490.220.520.590.810.630.49-0.02-0.52-0.260.840.840.35
0.990.810.910.950.720.870.70.00.130.82-0.870.83-0.730.390.460.770.840.870.76-0.06-0.590.00.770.710.15
0.720.860.40.640.660.780.7-0.280.20.72-0.530.7-0.540.040.270.50.770.630.590.15-0.25-0.290.650.740.3
-0.04-0.040.24-0.040.26-0.260.0-0.280.380.25-0.330.18-0.070.29-0.220.35-0.190.20.17-0.4-0.071.0-0.4-0.39-0.13
0.130.360.110.070.43-0.080.130.20.380.43-0.40.41-0.370.04-0.450.220.040.390.40.02-0.130.36-0.28-0.10.21
0.80.920.790.750.940.610.820.720.250.43-0.90.97-0.720.370.180.860.790.940.85-0.04-0.510.250.470.470.17
-0.85-0.8-0.91-0.86-0.81-0.65-0.87-0.53-0.33-0.4-0.9-0.910.66-0.58-0.24-0.91-0.75-0.92-0.740.180.68-0.32-0.5-0.51-0.19
0.820.940.80.80.920.650.830.70.180.410.97-0.91-0.70.420.170.870.850.950.82-0.02-0.630.170.520.510.19
-0.74-0.71-0.65-0.57-0.69-0.49-0.73-0.54-0.07-0.37-0.720.66-0.7-0.14-0.12-0.45-0.63-0.82-0.970.070.48-0.06-0.37-0.35-0.11
0.350.230.50.460.120.220.390.040.290.040.37-0.580.42-0.14-0.020.750.460.380.24-0.05-0.410.290.410.410.14
0.480.260.450.510.240.520.460.27-0.22-0.450.18-0.240.17-0.12-0.020.20.380.270.12-0.33-0.08-0.210.560.46-0.14
0.730.730.820.790.710.590.770.50.350.220.86-0.910.87-0.450.750.20.760.80.61-0.09-0.560.340.560.530.18
0.850.90.720.860.690.810.840.77-0.190.040.79-0.750.85-0.630.460.380.760.810.710.01-0.61-0.20.840.820.3
0.870.890.880.810.890.630.870.630.20.390.94-0.920.95-0.820.380.270.80.810.9-0.22-0.70.190.530.50.14
0.770.810.720.620.80.490.760.590.170.40.85-0.740.82-0.970.240.120.610.710.9-0.07-0.490.160.410.370.11
-0.060.0-0.22-0.1-0.15-0.02-0.060.15-0.40.02-0.040.18-0.020.07-0.05-0.33-0.090.01-0.22-0.070.29-0.40.020.02-0.01
-0.61-0.55-0.66-0.68-0.47-0.52-0.59-0.25-0.07-0.13-0.510.68-0.630.48-0.41-0.08-0.56-0.61-0.7-0.490.29-0.07-0.44-0.39-0.11
-0.05-0.050.24-0.040.25-0.260.0-0.291.00.360.25-0.320.17-0.060.29-0.210.34-0.20.190.16-0.4-0.07-0.4-0.38-0.12
0.790.610.620.820.320.840.770.65-0.4-0.280.47-0.50.52-0.370.410.560.560.840.530.410.02-0.44-0.40.920.26
0.730.640.50.770.310.840.710.74-0.39-0.10.47-0.510.51-0.350.410.460.530.820.50.370.02-0.39-0.380.920.46
0.190.30.080.260.170.350.150.3-0.130.210.17-0.190.19-0.110.14-0.140.180.30.140.11-0.01-0.11-0.120.260.46
Click cells to compare fundamentals
To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.
Competition

Based on the company's disclosures, Southern Copper has a Z Score of 0.0. This is 100.0% lower than that of the Metals & Mining sector and 100.0% lower than that of the Materials industry. The z score for all United States stocks is 100.0% higher than that of the company.

Southern Z Score Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Southern Copper's direct or indirect competition against its Z Score to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Southern Copper could also be used in its relative valuation, which is a method of valuing Southern Copper by comparing valuation metrics of similar companies.
100%
Southern Copper is currently under evaluation in z score category among its peers.

Southern Copper ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Southern Copper's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Southern Copper's managers, analysts, and investors.
41.1%
Environmental
59.2%
Governance
Social

Southern Copper Institutional Holders

Institutional Holdings refers to the ownership stake in Southern Copper that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Southern Copper's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Southern Copper's value.
Shares
Ubs Asset Mgmt Americas Inc2024-09-30
1.2 M
Fidelity International Ltd2024-09-30
1.2 M
Goldman Sachs Group Inc2024-09-30
M
Vanguard Group Inc2024-12-31
972.7 K
Legal & General Group Plc2024-12-31
910.2 K
Ameriprise Financial Inc2024-09-30
868.1 K
Driehaus Capital Management Llc2024-09-30
811.3 K
Northern Trust Corp2024-09-30
791.5 K
Bollard Group Llc2024-09-30
786.6 K
Blackrock Inc2024-09-30
7.1 M
Capital World Investors2024-12-31
4.2 M

Southern Fundamentals

Return On Equity0.41
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-310%50%100%150%200%
Return On Asset0.2
Profit Margin0.30 %
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31-40%-20%0%20%40%
Operating Margin0.47 %
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-310%20%40%60%
Current Valuation77.4 B
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-311,000%2,000%3,000%4,000%5,000%6,000%
Shares Outstanding796.18 M
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-3120%40%60%80%100%120%
Shares Owned By Insiders90.21 %
Shares Owned By Institutions9.43 %
Number Of Shares Shorted5.54 M
Price To Earning21.45 X
Price To Book8.07 X
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31100%200%300%400%500%600%
Price To Sales6.47 X
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31100%200%300%400%500%
Revenue11.43 B
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31200%400%600%800%1,000%1,200%
Gross Profit6.59 B
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31200%400%600%800%1,000%1,200%
EBITDA5.87 B
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31500%1,000%1,500%2,000%2,500%3,000%
Net Income3.39 B
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31500%1,000%1,500%
Cash And Equivalents2.36 B
Cash Per Share3.05 X
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31200%400%600%800%1,000%1,200%
Total Debt7.03 B
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-311,000%2,000%3,000%4,000%5,000%6,000%7,000%
Debt To Equity0.97 %
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31200%400%600%800%1,000%
Current Ratio3.29 X
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31-40%-30%-20%-10%0%10%20%30%
Book Value Per Share11.52 X
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31100%200%300%400%
Cash Flow From Operations4.42 B
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31500%1,000%1,500%2,000%2,500%
Short Ratio5.12 X
Earnings Per Share4.30 X
Price To Earnings To Growth1.20 X
Target Price98.37
Beta1.14
Market Capitalization73.97 B
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-311,000%2,000%3,000%4,000%5,000%6,000%
Total Asset16.73 B
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31200%400%600%800%1,000%1,200%1,400%
Retained Earnings7.03 B
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31200%400%600%800%1,000%
Working Capital3.04 B
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31
Current Asset2.48 B
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31200%400%600%800%1,000%1,200%1,400%
Current Liabilities920.2 M
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31500%1,000%1,500%2,000%
Annual Yield0.03 %
Five Year Return3.90 %
Net Asset16.73 B
Last Dividend Paid2.07

About Southern Copper Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Southern Copper's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Southern Copper using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Southern Copper based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.

Pair Trading with Southern Copper

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Southern Copper position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Southern Copper will appreciate offsetting losses from the drop in the long position's value.

Moving together with Southern Stock

  0.74AA Alcoa CorpPairCorr
  0.72AG First Majestic SilverPairCorr
The ability to find closely correlated positions to Southern Copper could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Southern Copper when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Southern Copper - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Southern Copper to buy it.
The correlation of Southern Copper is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Southern Copper moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Southern Copper moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Southern Copper can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Southern Copper offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Southern Copper's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Southern Copper Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Southern Copper Stock:
Check out Southern Copper Piotroski F Score and Southern Copper Valuation analysis.
To learn how to invest in Southern Stock, please use our How to Invest in Southern Copper guide.
You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Is Metals & Mining space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Southern Copper. If investors know Southern will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Southern Copper listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.79
Dividend Share
2.072
Earnings Share
4.3
Revenue Per Share
14.545
Quarterly Revenue Growth
0.213
The market value of Southern Copper is measured differently than its book value, which is the value of Southern that is recorded on the company's balance sheet. Investors also form their own opinion of Southern Copper's value that differs from its market value or its book value, called intrinsic value, which is Southern Copper's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Southern Copper's market value can be influenced by many factors that don't directly affect Southern Copper's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Southern Copper's value and its price as these two are different measures arrived at by different means. Investors typically determine if Southern Copper is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Southern Copper's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.