Operational Challenges May Affect Margins, But Developments Like Salares Norte Will Enhance Production

AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Published
26 Feb 25
Updated
17 Jul 25
AnalystConsensusTarget's Fair Value
R440.03
4.5% overvalued intrinsic discount
17 Jul
R459.65
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1Y
52.6%
7D
5.2%

Author's Valuation

R440.0

4.5% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on17 Jul 25
Fair value Increased 13%

The significant rise in consensus revenue growth forecasts from 12.2% to 15.8% per annum and the substantial increase in Future P/E underpin the upward revision in Gold Fields' Analyst Price Target from ZAR390.51 to ZAR440.03. What's in the News Gold Fields reaffirmed 2025 production guidance, projecting attributable gold equivalent production between 2.250 Moz and 2.450 Moz, AISC of $1,500/oz to $1,650/oz, and AIC of $1,780/oz to $1,930/oz.

Shared on17 Apr 25
Fair value Increased 8.28%

AnalystConsensusTarget has increased profit margin from 29.1% to 34.9% and decreased future PE multiple from 13.8x to 12.2x.

Shared on02 Apr 25
Fair value Increased 4.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 2.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 5.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Increased 2k%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.