Stellar Resources Ltd (ASX: SRZ) shareholders are sitting on phenomenal gains over the past 12 months, but the analysts at Shaw and Partners believe there’s more upside to be had as the company’s Heemskirk tin project progresses towards production.

The company’s shares are up 1045% over 12 months, increasing from as low as 2 cents during the period to be changing hands for 35.5 cents at the time of writing.

Globally-significant project in development

The Heemskirk project, the company says, is “the highest-grade undeveloped tin project in Australia and the third highest-grade globally of peer company projects”.

Stellar has so far defined a resource of 13.36 million tonnes at a grade of 0.86% tin, for 115,300 tonnes of contained tin, and exploration is ongoing.

The company recently released new drilling results from the Severn deposit at the project, and Stellar said, significantly, “the intersections occur outside of the Severn Resource at shallower depths and along trend to the south of the high-grade Montana Resource”.

This meant there was the potential for the Severn and Montana resource zones to link up, the company said.

Stellar said it has immediately started follow-up drilling to test that theory, while “a second drill rig is testing additional zones along the Severn trend outside the resource to the north of Montana”.

The company added:

Prefeasibility Study work continues with focus on optimising mining and processing configuration through either a standalone operation or utilising existing nearby infrastructure, as well as mine scheduling for potential incorporation of the Severn extension plus Montana into increased production capacity. Tin prices continue to hold near all-time highs and at the time of writing this release remain above US$54,000, as tightening of global supply and disruption concerns continue, supporting the strategic case for Stellar’s Heemskirk Tin Project with unencumbered offtake in a stable Tier-1 jurisdiction.    

Stellar Managing Director Simon Taylor said the new drilling results were a major development.

He said:

This potential scale expansion offers significant development upside, and we are now undertaking the work to develop the resource at Severn into these new areas to incorporate into the prefeasibility study and any future definitive feasibility study. Evaluating the integration of these potential resource extension high-grade zones into our planning will allow us to deliver a thoroughly optimised prefeasibility study that maximizes long-term shareholder value.

Shares looking cheap

Shaw and Partners said in its new research note on the company that joining the two deposits would be advantageous for mine design and scheduling.

The broker has a price target of 66 cents on Stellar, compared to 35.5 cents at the time of writing.

This would constitute an 85.9% return if achieved. Stellar is valued at $120.7 million.

The post Up more than 1000% over a year, how much more upside does this ASX mining stock have? appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Commonwealth Bank of Australia vs Washington H Soul Pattinson shares

If you’re thinking about parking your money in a blue-chip bank or a diversified investment house, it’s hard to look past Commonwealth Bank of Australia (ASX: CBA) and Washington H Soul Pattinson and Co Ltd (ASX: SOL) for different reasons. One’s a household name with massive financial firepower, the other’s an Aussie investment icon with fingers in a lot of pies. If I could only pick one to back with my own cash, here’s how I’d break it down.

The case for Commonwealth Bank of Australia

Commonwealth Bank is Australia’s largest bank and a true titan on the ASX. It operates across retail, business, and institutional banking, plus wealth management, insurance, and broking. CBA’s brand is one of the most recognisable locally, offering a broad selection of financial services across Australia, New Zealand, and beyond, as highlighted in its company profile.

Looking at the numbers, three things stand out. First, it’s a $249.83 billion giant by market cap, vastly larger than most ASX peers. Its current P/E ratio sits at 22.91, reflecting a premium to many other financials. The dividend yield comes in at 3.38% (fully franked), with $5.05 paid out per share over the last twelve months, and a long, consistent history of fully franked dividends. Its earnings per share are 6.517, lining up with its profile as a mature, profit-generating business.

For income investors, CBA’s commitment to reliable, fully franked dividends – paid like clockwork over decades – is very hard to go past.

The case for Washington H Soul Pattinson and Co

Washington H Soul Pattinson, or Soul Patts for short, is an Australian investment house with a track record stretching back over a century. Today, it’s best described as a diversified holding company – imagine it as a listed mini-conglomerate – with major positions in listed companies (like TPG Telecom and New Hope Corporation), private business holdings, emerging companies, property, resources, and more. Its stated aim is a blend of capital growth and steady, growing dividends.

On the numbers, Soul Patts is much smaller than CBA with a market cap of $17.62 billion. But its valuation paints an interesting picture: the P/E ratio is just 7.89 – much lower than CBA’s – suggesting the market ascribes less growth or more risk here, but potentially also some value appeal. Earnings per share clock in at 5.876. The dividend yield is currently 1.03% (also fully franked), translating to $1.11 per share over the last twelve months. Its year-to-date return really pops out: up 26.2%. There’s also been a recent merger with Brickworks Limited (now a subsidiary), further boosting its diversification.

Soul Patts appeals to those who want long-term capital growth with a diversified portfolio in one ticker, even if it pays a less generous dividend than the bank.

Valuation comparison

Here’s how the headline numbers stack up:

	Commonwealth Bank	Washington H Soul Pattinson
Market Cap	$249.83 billion	$17.62 billion
P/E Ratio	22.91	7.89
Dividend Yield	3.38% (fully franked)	1.03% (fully franked)
Earnings per Share (EPS)	6.517	5.876

CBA’s P/E is far higher than Soul Patts, which is typical for big banks, but that doesn’t automatically make the bank “expensive” or Soul Patts “cheap” – they’re in quite different sectors, so these ratios reflect varied business models and risk appetites. Both offer 100% franking on dividends, but CBA’s yield is notably higher. If you’re seeking dividends, CBA stands out; if you’re seeking a lower P/E and possible value, Soul Patts may appeal.

Recent share price momentum

Let’s see how they’ve moved recently, using closing prices as of 9 October 2026:

• Commonwealth Bank closed at $149.29, having slipped -3.9% year to date. Its price has been relatively steady, with small moves both up and down in recent weeks.
• Washington H Soul Pattinson closed at $46.38, up a strong 26.2% year to date. It’s shown robust positive momentum, with most recent sessions edging higher.

Which is the better buy?

If I could only choose one, my pick would be Washington H Soul Pattinson. Here’s why: despite its lower yield, Soul Patts is trading on a much more attractive P/E ratio and has delivered substantial share price growth this year (+26.2% YTD). Its structure gives me exposure to multiple sectors and companies under one roof, including large names like TPG Telecom and New Hope Corporation, as well as the newly added Brickworks. That diversification could help smooth the ride if the banking or resources sector wobbles.

CBA is an absolute bedrock for dividend hunters, with a yield over three times higher than Soul Patts, unwavering dividend payments, and unrivalled market presence. But with a P/E that’s almost three times higher and lacklustre share price momentum (-3.9% YTD), I’m more drawn to Soul Patts’ forward-looking mix of growth and value right now.

Both businesses are proven and resilient, so there’s merit on each side. But forced to tip my money into one? I’d lean to Soul Patts for its recent performance, low valuation, and unique diversification.

The post CBA vs Soul Patts: Which ASX share wins in 2026? appeared first on The Motley Fool Australia.

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• How many CBA shares do I need to buy for $10,000 of passive income?
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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Benz Mining vs EQ Resources shares

Investors keeping an eye on the ASX All Ords may have noticed two mining names standing out lately: Benz Mining Corp (ASX: BNZ) and EQ Resources Ltd (ASX: EQR). Both have delivered eye-popping returns this year, drawing attention from growth-focused investors. But beneath the surface, these miners have some crucial differences. If you’re weighing up Benz Mining vs EQ Resources shares and wondering which still has more room to climb, here’s what stands out.

The case for Benz Mining

Benz Mining operates as a Canada-based mineral explorer. Its project portfolio includes Eastmain (a gold project), as well as the Mel Zinc-Lead-Barite and Mel Main Zone. The company focuses on acquiring, exploring, and developing mineral properties, primarily across North America. According to its company profile, Benz Mining was founded in 2011 and remains headquartered in Coquitlam, Canada.

There are a few notable numbers here:

• Market cap: $1.74 billion — a substantial size for a junior resources company.
• EPS: -0.210, indicating the business remains unprofitable at this stage.
• Dividend yield: 0.00% — no yield on offer; this is a capital growth play, not an income investment.
• YTD return: 159.7% — shares have more than doubled since the start of the year, reflecting enthusiasm for its exploration newsflow or sector sentiment.

The case for EQ Resources

EQ Resources is focused on mineral exploration and development with projects spanning Australia and Spain. The company is most closely associated with its tungsten operations at Mt Carbine in Queensland and continues to progress mining evaluation and expansion programs across its assets. Founded in 2005 and headquartered in Australia, EQ Resources has carved out a niche in the specialty metals space.

Key fundamentals here include:

• Market cap: $1.69 billion — just slightly behind Benz Mining, so both companies operate at similar scale.
• P/E ratio: 191.18 — extremely high by almost any standard, indicating investors are paying up for projected earnings growth (or a one-off earnings result).
• EPS: 0.002 — positive, but quite marginal.
• Dividend yield: 0.00% — much like Benz Mining, there’s no current income from these shares.
• YTD return: 291.6% — shares have more than tripled this year, well ahead of most ASX-listed peers.

Valuation comparison

Let’s line up the key stats side by side for clarity:

	Benz Mining	EQ Resources
Market Cap	$1.74 billion	$1.69 billion
P/E Ratio	N/A	191.18
EPS	-0.210	0.002
Dividend Yield	0.00%	0.00%

EQ Resources stands out as the only business currently reporting a positive EPS — even if it’s a sliver above zero. Its P/E ratio, though, is sky-high at 191.18, which is generally only seen where the reported earnings are tiny relative to price, or investors expect a rapid surge in profits soon. Meanwhile, Benz Mining is not currently profitable, so its P/E is not meaningful.

Note: EQ Resources’ reported P/E ratio and EPS may reflect different earnings measures, which can explain why the high P/E ratio still aligns with a very low positive EPS.

Neither company pays a dividend.

Recent share price momentum

Comparing recent share price performance up to:

• Benz Mining: Closed at $4.57, up marginally (0.22%) on the day. Over the past few weeks, it has surged from below $4 in mid-September to the current level, with strong intra-month rallies and several bouts of volatility.
• EQ Resources: Closed at $0.33, down -2.99% on the day. Despite a few down days, the bigger picture is explosive, with the share price roughly tripling year to date. There has been significant recent volatility, with drops of -12.7% and -8.9% in the first week of October alone, illustrating both the opportunity and risk.
• Year to date: Benz Mining at +159.7%, EQ Resources at an eye-catching +291.6%.

Which is the better buy?

If I’m choosing between two All Ords miners with outsized recent gains, my pick would be EQ Resources. While both have rocketed ahead in 2026, EQ Resources leads with a 291.6% YTD return and has scraped into positive earnings territory — even if current profits are wafer-thin and the P/E ratio (191.18) is absurdly rich by most standards.

Benz Mining Corp’s powerful rally (+159.7% YTD) shows clear positive sentiment, but it remains loss-making, and the lack of a P/E means investors are betting on future — not present — success. Both companies offer no dividends, so this contest is all about capital growth.

The big risk for EQ Resources is that its valuation already bakes in massive expectations. A P/E north of 190 can only be justified if earnings grow very quickly, and any disappointment could see the shares take a breather. Yet I see the tilt toward actual (if fragile) profitability as a strong point, especially in a sector where many peers stay in the red for years.

All things considered, for those comfortable with heightened risk and wild price swings, I’d lean toward EQ Resources as the top performer with potentially more left in the tank. But for any investor, extreme caution and close monitoring are vital — as these kinds of momentum trades can turn sharply, particularly in resource stocks.

The post Benz Mining Corp vs EQ Resources: Both up more than 500% in 5 years, which is more likely to keep climbing? appeared first on The Motley Fool Australia.

More reading

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• Buying Coles shares? Here’s the dividend yield you’ll get today
• Down 29% so far in 2026: What do brokers tip next for Fortescue shares?
• Why have Telstra shares lost 16% since May?
• The average superannuation balance at age 55 versus 65 in Australia

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.