Tesco PLC

Informe acción LSE:TSCO

Capitalización de mercado: UK£29.3b

Tesco Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Tesco de 7.1% y 2.3% por año respectivamente. Se prevé que el BPA crezca en un 8.2% al año. Se espera que la rentabilidad financiera sea de 18.3% en 3 años.

Información clave

7.1%

Tasa de crecimiento de los beneficios

8.18%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Consumer Retailing10.8%
Tasa de crecimiento de los ingresos2.3%
Rentabilidad financiera futura18.33%
Cobertura de analistas

Good

Última actualización12 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa Jun 01

TSCO: Ecosystem Advantage And £750m Buyback Will Drive Future Upside

Analysts have nudged Tesco’s fair value estimate slightly higher to £5.15 from £5.12, reflecting updated views on its role in the UK grocery "ecosystem war" and recent price target increases from several banks. Analyst Commentary Recent research points toward a generally constructive stance on Tesco, with several price targets adjusted higher and new coverage framed around its position in what some describe as an "ecosystem war" in UK grocery rather than a simple price battle.
Actualización de narrativa May 13

TSCO: Future Upside Will Hinge On Margins And £750m Share Repurchases

Analysts have nudged Tesco's implied fair value higher to around £5.12 per share, reflecting slightly updated assumptions for discount rates, modest revenue growth and profit margins, along with recent upward moves in Street price targets from banks such as JPMorgan, Deutsche Bank and Citi. Analyst Commentary Recent research on Tesco points to a generally constructive stance, with several firms updating their models and price targets to reflect current assumptions on discount rates, margins and revenue trends.
Actualización de narrativa Apr 23

TSCO: Future Returns Will Depend On Margins And Share Repurchase Discipline

Analysts have raised the Tesco price target to reflect a fair value estimate of £5.10, supported by slightly firmer profit margin assumptions, a marginally lower discount rate, and a small adjustment to future P/E expectations, even as projected revenue growth is set at a more modest level. Analyst Commentary Recent research on Tesco reflects a mix of confidence in the current setup and attention to execution risks, with several large banks revisiting their fair value assumptions and price targets.
Artículo de análisis Apr 19

The Tesco PLC (LON:TSCO) Full-Year Results Are Out And Analysts Have Published New Forecasts

The annual results for Tesco PLC ( LON:TSCO ) were released last week, making it a good time to revisit its...
Actualización de narrativa Apr 08

TSCO: Future Returns Will Depend On Margins And Modest Multiple Expectations

Analysts have made a modest upward adjustment to Tesco's price target, reflecting slightly higher fair value estimates around £4.89, a small change to assumed discount rates and growth, and a marginally lower future P/E multiple. Analyst Commentary Recent research updates on Tesco highlight a mix of optimism around fair value and some caution on execution and near term risks.
Actualización de narrativa Mar 25

TSCO: Execution On Margins And P E Assumptions Will Guide Future Returns

Tesco's analyst price target has been adjusted to £4.86 from £4.81. Analysts cite updated fair value estimates, a slightly higher assumed P/E multiple, and refined views on revenue growth and profit margin as drivers of the change.
Actualización de narrativa Mar 10

TSCO: Store Partnerships And Execution Will Shape Fairly Valued Future Returns

Analysts have trimmed their Tesco price target to £4.80 from £5.00, reflecting slightly adjusted assumptions for fair value, discount rate, revenue, profit margin and future P/E multiples. Analyst Commentary Recent commentary around Tesco focuses on how the adjusted £4.80 price target lines up with expectations on valuation, execution and growth.
Actualización de narrativa Feb 24

TSCO: Execution On Store Partnerships And Margins Will Shape Future Returns

Narrative Update Analysts have trimmed their Tesco price target to £4.80 from £5.00, reflecting slightly lower discount rate and future P/E assumptions while keeping their broader positive stance on the shares intact. Analyst Commentary Bullish and bearish analysts are reacting to the revised £4.80 price target with a focus on how Tesco can execute against its current valuation, rather than a wholesale change in view on the company.
Actualización de narrativa Feb 10

TSCO: Higher Discount Rate Assumptions And Retail Execution Will Shape Future Returns

Analysts have trimmed their average price target on Tesco to £4.80 from £5.00, citing slightly higher discount rate assumptions and only marginal tweaks to growth and margin inputs in their models. Analyst Commentary Recent commentary around Tesco centres on how small model adjustments feed through to valuation, with the average price target easing to £4.80.
Artículo de análisis Feb 03

Risks To Shareholder Returns Are Elevated At These Prices For Tesco PLC (LON:TSCO)

There wouldn't be many who think Tesco PLC's ( LON:TSCO ) price-to-earnings (or "P/E") ratio of 17.9x is worth a...
Actualización de narrativa Jan 26

TSCO: Higher Risk Assumptions And Retail Execution Will Shape Future Upside

The latest analyst narrative on Tesco reflects a small reduction in the implied fair value, in line with JPMorgan trimming its price target to £4.80 from £5.00. Analysts are factoring in slightly softer revenue growth assumptions, a marginally higher discount rate, and a modestly lower future P/E multiple.
Artículo de análisis Jan 19

Tesco (LON:TSCO) Is Looking To Continue Growing Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Actualización de narrativa Jan 12

TSCO: Higher Risk Assumptions And Stable Margins Will Shape Future Upside

Analysts have trimmed their Tesco fair value estimate slightly to £4.80 from about £4.84. They cite a modest reset in discount rate assumptions alongside steady expectations for revenue growth, profit margins and future P/E levels.
Actualización de narrativa Dec 15

TSCO: Modest Margin Inflection And Consumer Headwinds Will Shape Near-Term Performance

Analysts have modestly raised their Tesco price target, reflecting a slightly higher fair value estimate of approximately $4.84, up from about $4.70, supported by incremental improvements in revenue growth, profit margin and expected future valuation multiples. Analyst Commentary Analyst opinion on Tesco remains cautiously constructive, with recent price target adjustments reflecting incremental confidence in the group’s ability to execute on its strategy while navigating a still fragile consumer backdrop.
Artículo de análisis Dec 04

Is There An Opportunity With Tesco PLC's (LON:TSCO) 30% Undervaluation?

Key Insights The projected fair value for Tesco is UK£6.48 based on 2 Stage Free Cash Flow to Equity Tesco's UK£4.51...
Actualización de narrativa Nov 29

TSCO: Earnings Outlook And Upcoming Report Will Define Near-Term Momentum

Tesco’s analyst price target was raised from 400 GBp to 450 GBp, as analysts cited improved earnings forecasts and the company’s placement on a positive catalyst watch in advance of its upcoming results. Analyst Commentary Analyst sentiment on Tesco has become increasingly positive following recent revisions to earnings estimates and a notable upgrade in the company's price target.
Actualización de narrativa Nov 15

TSCO: Upgraded Outlook May Drive Momentum Ahead Of Earnings Update

Analysts have increased their price target for Tesco to £4.50 from £4.00, citing stronger than expected earnings estimates and an improved profit outlook. Analyst Commentary Bullish analysts have raised their price targets for Tesco, reflecting increased confidence in the company's outlook.
Artículo de análisis Nov 04

These 4 Measures Indicate That Tesco (LON:TSCO) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Actualización de narrativa Nov 01

TSCO: Upcoming Earnings And Dividend Will Shape Outlook Amid Mixed Sentiment

Tesco's analyst price target has increased from 400 GBp to 450 GBp. Analysts cite stronger earnings estimates and the company being placed on a "Positive Catalyst Watch" ahead of upcoming results. Analyst Commentary Bullish Takeaways Bullish analysts raised Tesco’s price target to 450 GBp, reflecting increased confidence in the company’s growth trajectory and financial performance.
Artículo de análisis Oct 20

Tesco PLC's (LON:TSCO) Popularity With Investors Is Under Threat From Overpricing

Tesco PLC's ( LON:TSCO ) price-to-earnings (or "P/E") ratio of 18.7x might make it look like a sell right now compared...
Actualización de narrativa Oct 17

Digital Investments And Clubcard Offers Will Transform Retail Experiences

Tesco’s analyst price target has been raised, increasing from £4.56 to approximately £4.70 per share. Analysts cite stronger-than-expected earnings forecasts and improved profit margin expectations as their rationale for the update.
Actualización de narrativa Oct 03

Digital Investments And Clubcard Offers Will Transform Retail Experiences

Tesco's price target has been raised from 400 GBp to 450 GBp as analysts cite improved earnings forecasts. Estimates are now set well above company guidance.
Actualización de narrativa Sep 16

Digital Investments And Clubcard Offers Will Transform Retail Experiences

Tesco’s analyst price target has been raised from £4.29 to £4.40 as analysts express increased confidence driven by stronger earnings forecasts, anticipated positive catalysts, and sustained operational momentum. Analyst Commentary Bullish analysts are anticipating strong upcoming earnings, with first half and full year estimates raised significantly, placing forecasts comfortably above current guidance.
Actualización de narrativa Sep 01

Digital Investments And Clubcard Offers Will Transform Retail Experiences

Tesco’s fair value estimate was marginally revised upward to £4.29, primarily reflecting a modest increase in its future P/E multiple while revenue growth forecasts remained steady. What's in the News Tractor Supply is expanding its final-mile delivery network by hiring drivers and renting vehicles to serve rural customers more effectively, aiming to boost digital and B2B sales (WSJ).
Artículo de análisis Aug 26

Estimating The Fair Value Of Tesco PLC (LON:TSCO)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tesco fair value estimate is UK£4.72 Tesco's UK£4.26 share...
Artículo de análisis Aug 05

Does Tesco (LON:TSCO) Have A Healthy Balance Sheet?

LSE:TSCO 1 Year Share Price vs Fair Value Explore Tesco's Fair Values from the Community and select yours David Iben...
Artículo de análisis Jul 18

What Tesco PLC's (LON:TSCO) P/E Is Not Telling You

It's not a stretch to say that Tesco PLC's ( LON:TSCO ) price-to-earnings (or "P/E") ratio of 16.8x right now seems...
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Nueva narrativa Nov 07

Unleashing Digital Innovation And Premium Products To Outperform In Competitive Markets

Tesco's digital investment and omnichannel expansion are set to drive revenue growth by enhancing convenience and product variety for customers.

Previsiones de crecimiento de beneficios e ingresos

LSE:TSCO - Estimaciones futuras de los analistas y datos financieros pasados (GBP Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
2/28/202979,0272,2682,1644,64313
2/29/202877,0262,1082,0474,50114
2/28/202774,9301,9441,8954,26414
2/28/202673,7121,7872,2403,906N/A
11/30/202572,4461,6581,8623,529N/A
8/23/202571,1791,5281,4863,155N/A
5/23/202570,5481,5641,4353,039N/A
2/22/202569,9161,6001,3802,919N/A
11/22/202469,5381,7491,7903,244N/A
8/24/202469,1591,8972,1993,569N/A
5/24/202468,6731,8292,3263,704N/A
2/24/202468,1871,7602,4533,839N/A
11/24/202367,3961,5292,6544,024N/A
8/26/202366,6041,2972,8554,209N/A
5/26/202365,9639782,6643,966N/A
2/25/202365,3226592,4723,722N/A
11/25/202264,3857992,3993,603N/A
8/27/202263,4479382,3263,484N/A
5/27/202262,3961,2302,4533,621N/A
2/26/202261,3441,5212,5793,757N/A
11/26/202160,4651,2441,1882,429N/A
8/28/202159,585966-2041,100N/A
5/28/202158,736747-489851N/A
2/27/202157,887528-775602N/A
11/27/202058,092775-886469N/A
8/29/202058,297833-997336N/A
5/29/202058,194785-1,076192N/A
2/29/202058,091736-1,15648N/A
11/30/201959,390983N/A1,362N/A
8/24/201960,6891,229N/A2,675N/A
5/24/201962,3001,251N/A2,614N/A
2/23/201963,9111,272N/A2,552N/A
11/23/201862,4001,092N/A2,730N/A
8/25/201860,888911N/A2,907N/A
5/25/201859,191952N/A2,856N/A
2/24/201857,493992N/A2,805N/A
11/24/201757,206722N/A2,491N/A
8/26/201756,918451N/A2,176N/A
5/26/201756,418262N/A2,083N/A
2/25/201755,91772N/A1,989N/A
11/25/201655,111164N/A2,334N/A
8/27/201654,305255N/A2,679N/A
5/27/201654,119260N/A2,403N/A
2/27/201653,933265N/A2,126N/A
11/27/201554,979-2,649N/A1,118N/A
8/29/201556,025-5,564N/A109N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (7.1% al año) de TSCO es superior a la tasa de ahorro (3.4%).

Beneficios vs. Mercado: Se prevé que los beneficios (7.1% al año) de TSCO crezcan menos que el mercado UK (11.6% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de TSCO crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (2.3% al año) de TSCO crezcan más despacio que el mercado de UK (4.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 2.3% al año) de TSCO crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de TSCO sea baja dentro de 3 años (18.3%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/15 04:30
Precio de las acciones al final del día2026/06/15 00:00
Beneficios2026/02/28
Ingresos anuales2026/02/28

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

Tesco PLC está cubierta por 29 analistas. 14 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
Timothy AttenboroughBanco Santander
Matthew ClementsBarclays
James AnsteadBarclays