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Ivanhoe Mines Ltd.Informe acción TSX:IVN

Capitalización bursátil CA$16.4b
Precio de las acciones
CA$11.80
CA$14.23
17.1% infravalorado descuento intrínseco
1Y-16.6%
7D1.5%
Valor de la cartera
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Ivanhoe Mines Ltd.

Informe acción TSX:IVN

Capitalización de mercado: CA$16.4b

Ivanhoe Mines (IVN) Resumen de Acciones

Ivanhoe Mines Ltd., junto con sus filiales, se dedica a la extracción, desarrollo y exploración de minerales y metales preciosos en África. Saber más

Análisis fundamental de IVN
Puntuación del snowflake
Valoración1/6
Crecimiento futuro5/6
Rendimiento pasado2/6
Salud financiera2/6
Dividendos0/6

IVN Community Fair Values

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Materials opportunity

Competidores de Ivanhoe Mines Ltd.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Ivanhoe Mines
Precios históricos de las acciones
Precio actual de la acciónCA$11.17
Máximo en las últimas 52 semanasCA$20.34
Mínimo de 52 semanasCA$8.76
Beta1.79
Cambio en 1 mes8.24%
Variación en 3 meses-33.55%
Cambio de 1 año-16.64%
Variación en 3 años1.82%
Variación en 5 años25.22%
Variación desde la OPV121.19%

Noticias y actualizaciones recientes

Actualización del análisis May 04

IVN: Future Copper Output Will Improve As Key Mine Plan Resets

Ivanhoe Mines' updated analyst price target has shifted lower by roughly CA$3.80, as analysts incorporate higher discount rates and more measured assumptions for fair value, revenue growth, profit margins and future P/E into their models following a mix of price target cuts, downgrades and one recent upward revision. Analyst Commentary Recent research on Ivanhoe Mines has been active, with multiple price target changes and rating adjustments clustered over a short period.
Actualización del análisis Apr 20

IVN: Long Life Copper Projects Will Support Future Cash Flow Expansion

The Street’s average fair value estimate for Ivanhoe Mines has edged down by CA$0.36 as analysts trim price targets in response to higher life of mine cost assumptions and slightly lower projected revenue growth, even as modeled profit margins and future P/E inputs remain supportive in their frameworks. Analyst Commentary Street research on Ivanhoe Mines in recent months has leaned toward more cautious price targets and several downgrades, primarily tied to higher life of mine cost and capex assumptions at key projects.

Recent updates

Actualización del análisis May 04

IVN: Future Copper Output Will Improve As Key Mine Plan Resets

Ivanhoe Mines' updated analyst price target has shifted lower by roughly CA$3.80, as analysts incorporate higher discount rates and more measured assumptions for fair value, revenue growth, profit margins and future P/E into their models following a mix of price target cuts, downgrades and one recent upward revision. Analyst Commentary Recent research on Ivanhoe Mines has been active, with multiple price target changes and rating adjustments clustered over a short period.
Actualización del análisis Apr 20

IVN: Long Life Copper Projects Will Support Future Cash Flow Expansion

The Street’s average fair value estimate for Ivanhoe Mines has edged down by CA$0.36 as analysts trim price targets in response to higher life of mine cost assumptions and slightly lower projected revenue growth, even as modeled profit margins and future P/E inputs remain supportive in their frameworks. Analyst Commentary Street research on Ivanhoe Mines in recent months has leaned toward more cautious price targets and several downgrades, primarily tied to higher life of mine cost and capex assumptions at key projects.
Actualización del análisis Apr 05

IVN: Long Life Copper Assets Will Support Future Cash Flow Expansion

The analyst fair value estimate for Ivanhoe Mines has moved from CA$23.89 to CA$19.04. This reflects a series of lower Street price targets and downgrades as analysts factor in higher life of mine operating costs, increased capex at Kamoa Kakula, and updated assumptions for growth, margins and future P/E.
Actualización del análisis Mar 21

IVN: Long Term Copper Projects Will Support Future Cash Flow Expansion

Ivanhoe Mines' updated analyst price target has been trimmed slightly to CA$23.89 from CA$23.91, as analysts factor in higher life of mine operating costs and capex at Kamoa Kakula, alongside a mix of recent target cuts and raises across the Street. Analyst Commentary Recent Street research on Ivanhoe Mines presents a mixed picture, with some firms pulling back on targets and ratings, while others continue to see upside potential tied to project execution and long term growth prospects at Kamoa Kakula.
Nuevo análisis Mar 20

A case for Ivanhoe Mines Ltd hitting C$55 by 2031. If the S&P doesn't crash we could be seeing twice that figure!

Ivanhoe Mines Ltd. (TSX:IVN) Stock Analysis – March 2026 (as of latest 2025 AFS and Q4 updates) Ivanhoe is a Tier-1 copper/PGM/zinc developer-producer with world-class assets: Kamoa-Kakula (world’s highest-grade large-scale copper complex, DRC; Ivanhoe effective 39.6% via Zijin JV), Platreef (one of the world’s largest/lowest-cost PGM-Ni-Cu-Au-Rh mines, South Africa; Ivanhoe 64%), and Kipushi (ultra-high-grade zinc-copper-germanium, DRC; Ivanhoe ~62-68%).
Actualización del análisis Mar 07

IVN: Long Term Copper Projects Will Support Future Cash Flow Expansion

The updated analyst price target for Ivanhoe Mines now sits at about CA$23.91, reflecting a small reduction of roughly CA$0.08 as analysts factor in higher discount rates, more conservative profit margins, and revised long term P/E expectations, even as they incorporate higher projected revenue growth into their models. Analyst Commentary Recent Street research on Ivanhoe Mines shows a mix of caution and optimism, with some firms trimming price targets and others lifting theirs.
Actualización del análisis Feb 21

IVN: Rising Metals Assumptions Will Support Long Term Copper Output Expansion

Ivanhoe Mines' updated analyst price target edges higher to CA$23.99 from CA$23.80. This reflects analysts' mixed adjustments to revenue growth, margins, future P/E assumptions and recent research that includes both higher cost expectations and refreshed price targets across the Street.
Actualización del análisis Feb 06

IVN: Higher Metals Price Assumptions Will Support Multi Year Copper Production Ramp

Narrative Update The analyst price target for Ivanhoe Mines has been lifted by about $0.94, with analysts pointing to refreshed sector price forecasts, an updated fair value of $23.80, a slightly higher discount rate of 7.48% and a modestly higher future P/E of 35.06x as key drivers of the change. Analyst Commentary Recent Street research on Ivanhoe Mines has leaned positive, with several bullish analysts lifting their price targets and pointing to refreshed sector assumptions to support higher valuation levels.
Actualización del análisis Jan 23

IVN: Higher Metals Price Assumptions Will Support Major Copper Production Ramp

Analysts have lifted their price targets on Ivanhoe Mines by roughly C$3 to reflect updated fair value estimates of about $22.86 versus $20.66 previously, citing refreshed metals price forecasts and a mixed macro backdrop, with softer Chinese demand but potential offset from recovering demand in the U.S. and Europe. Analyst Commentary Bullish analysts are framing the recent price target moves as a reset of fair value that better reflects updated metals price assumptions and Ivanhoe Mines' project portfolio.
Actualización del análisis Jan 08

IVN: Future Copper Output Will Strengthen As Kamoa Kakula Expansion Advances

Narrative Update The analyst price target for Ivanhoe Mines has moved modestly higher to $18.03 from $17.95, as analysts factor in refreshed sector price forecasts, a slightly lower discount rate, marginally higher revenue growth and profit margin assumptions, and updated P/E expectations against a mixed global demand backdrop. Analyst Commentary Recent Street research on Ivanhoe Mines points to a generally constructive tone, with price targets refreshed and some macro risks still front of mind for investors.
Artículo de análisis Dec 24

After Leaping 27% Ivanhoe Mines Ltd. (TSE:IVN) Shares Are Not Flying Under The Radar

Ivanhoe Mines Ltd. ( TSE:IVN ) shareholders would be excited to see that the share price has had a great month, posting...
Actualización del análisis Dec 15

IVN: Future Copper Output Will Accelerate As High-Grade Kamoa-Kakula Ramps Up

Analysts modestly trim our fair value estimate for Ivanhoe Mines to $17.95 from $18.55 even as Street price targets move higher, reflecting slightly higher discount rates and narrower long term margin assumptions, alongside optimism about improved copper pricing and production growth. Analyst Commentary Recent Street research has been broadly constructive on Ivanhoe Mines, with multiple bullish analysts lifting price targets in both U.S. dollar and Canadian dollar terms while reiterating positive ratings.
Actualización del análisis Dec 01

IVN: Copper Output Will Accelerate Following Ramp-Up At High-Grade Kamoa-Kakula

Ivanhoe Mines’ analyst price target has recently inched higher, with the fair value estimate rising from $18.40 to $18.55. Analysts cite improved copper output expectations and higher commodity price forecasts as reasons for the increase.
Actualización del análisis Nov 17

IVN: Copper Price Surge And Operational Recovery Will Support 2027 Output Expansion

Ivanhoe Mines' analyst price target has seen an upward revision. The consensus has moved higher by several Canadian dollars as analysts cite improving copper price forecasts and increased comfort with the operational outlook following recent site visits.
Artículo de análisis Nov 02

Ivanhoe Mines Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Ivanhoe Mines Ltd. ( TSE:IVN ) shareholders are probably feeling a little disappointed, since its shares fell 5.4% to...
Actualización del análisis Nov 01

IVN: Higher Copper Production Will Drive Earnings And Performance In 2025

The analyst price target for Ivanhoe Mines has increased from C$18.05 to C$18.43. Analysts cite improved confidence in operational resilience and stronger profit margins as key drivers of this upward revision.
Actualización del análisis Oct 18

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

The consensus analyst price target for Ivanhoe Mines has increased from C$16.73 to C$18.05. This change reflects improved outlooks for copper prices and operational performance according to recent analyst updates.
Actualización del análisis Oct 04

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

The average analyst price target for Ivanhoe Mines has been raised from approximately C$15.57 to C$16.73. This change reflects increased optimism from analysts following recent site visits and improved confidence in the company's operational outlook.
Actualización del análisis Sep 19

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

Ivanhoe Mines' consensus price target was modestly raised to CA$15.57, reflecting improved outlooks for gold and copper prices, heightened confidence in asset execution, and strengthened sentiment for commodity-linked equities. Analyst Commentary Bullish analysts cite gold's relative upside potential, forecasting a tactical gold price of $3,800/oz within 6–12 months, which is expected to benefit gold equities like Ivanhoe Mines.
Actualización del análisis Sep 04

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

Despite ongoing bullishness from analysts on gold equities, higher commodity price assumptions, and robust copper demand projections, Ivanhoe Mines’ consensus analyst price target saw only a marginal reduction from CA$15.45 to CA$15.33. Analyst Commentary Bullish analysts cite strong upside for gold equities, with the view that gold stocks could significantly outperform gold itself and the broader S&P 500 within the next 6-12 months.
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Nuevo análisis Jun 15

Kamoa-Kakula And Platreef Ramp-Ups Will Secure Future Copper Supply

Substantial copper production growth, margin expansion, and revenue gains are expected from operational improvements, stable power, and major project ramp-ups at key mining sites.

Rentabilidad de los accionistas

IVNCA Metals and MiningMercado CA
7D1.5%8.7%1.0%
1Y-16.6%94.1%34.0%

Rentabilidad vs. Industria: Los resultados de IVN fueron inferiores a los de la industria Canadian Metals and Mining, que obtuvo un rendimiento del 94.1% el año pasado.

Rentabilidad vs. Mercado: IVN obtuvo unos resultados inferiores a los del mercado Canadian, que fueron del 34% el año pasado.

Volatilidad de los precios

Is IVN's price volatile compared to industry and market?
IVN volatility
IVN Average Weekly Movement9.0%
Metals and Mining Industry Average Movement11.9%
Market Average Movement10.3%
10% most volatile stocks in CA Market17.8%
10% least volatile stocks in CA Market4.0%

Precio estable de las acciones: IVN no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Canadian.

Volatilidad a lo largo del tiempo: La volatilidad semanal de IVN (9%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19932,200Marna Cloetewww.ivanhoemines.com

Ivanhoe Mines Ltd., junto con sus filiales, se dedica a la minería, el desarrollo y la exploración de minerales y metales preciosos en África. La empresa explora yacimientos de platino, paladio, oro, rodio, níquel, cobre, zinc, germanio, plata y plomo. Sus proyectos incluyen la mina Kamoa-Kakula Copper Complex, situada en el cinturón de cobre de África Central; la mina Platreef PGM-Nickel, situada en el limbo septentrional del complejo ígneo Bushveld de Sudáfrica; y la mina Kipushi Zinc, en la provincia de Haut-Katanga, República Democrática del Congo.

Resumen de fundamentos de Ivanhoe Mines Ltd.

¿Cómo se comparan los beneficios e ingresos de Ivanhoe Mines con su capitalización de mercado?
Estadísticas fundamentales de IVN
Capitalización bursátilCA$16.37b
Beneficios(TTM)CA$179.97m
Ingresos (TTM)CA$723.82m
88.5x
Ratio precio-beneficio (PE)
22.0x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de IVN
IngresosUS$530.12m
Coste de los ingresosUS$428.46m
Beneficio brutoUS$101.67m
Otros gastos-US$30.15m
BeneficiosUS$131.81m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)0.092
Margen bruto19.18%
Margen de beneficio neto24.86%
Ratio deuda/patrimonio21.5%

¿Cómo se ha desempeñado IVN a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 10:52
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Ivanhoe Mines Ltd. está cubierta por 27 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Paul Joseph GaitBernstein
Andrew MikitchookBMO Capital Markets Equity Research
Alexander Robert PearceBMO Capital Markets Equity Research