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Kansanshi And Warintza Projects Will Drive Future Stability

Published
12 Sep 24
Updated
14 Sep 25
AnalystConsensusTarget's Fair Value
US$220.75
9.8% undervalued intrinsic discount
14 Sep
US$199.03
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1Y
42.5%
7D
3.1%

Author's Valuation

US$220.759.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on14 Sep 25
Fair value Increased 4.41%

Royal Gold's fair value estimate has increased as the market is assigning a higher forward P/E multiple despite a notable decline in net profit margin, raising the consensus analyst price target from $211.43 to $220.75. What's in the News The White House plans to issue an executive order clarifying that gold bar imports will not be subject to tariffs, correcting earlier government confusion (Bloomberg).

Shared on30 Aug 25
Fair value Increased 1.09%

Royal Gold's fair value estimate saw a marginal increase, as reflected by the slight uptick in both the consensus analyst price target and future P/E, while key valuation inputs such as the discount rate remained essentially unchanged. What's in the News The White House intends to issue a new policy clarifying that imports of gold bars will not face tariffs, addressing recent confusion among traders (Bloomberg).

Shared on07 May 25
Fair value Increased 0.36%

Shared on30 Apr 25
Fair value Increased 0.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.57%

AnalystConsensusTarget has increased revenue growth from 12.3% to 13.9%.

Shared on17 Apr 25
Fair value Increased 1.41%

Shared on09 Apr 25
Fair value Increased 14%

AnalystConsensusTarget has decreased revenue growth from 12.9% to 10.6%, increased future PE multiple from 27.4x to 30.5x and increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on02 Apr 25
Fair value Increased 6.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget has increased revenue growth from 11.4% to 12.9%.

Shared on19 Mar 25
Fair value Increased 2.41%

AnalystConsensusTarget has decreased revenue growth from 19.1% to 11.4% and increased future PE multiple from 21.8x to 26.9x.