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Fresnillo plcInforme acción LSE:FRES

Capitalización bursátil UK£23.0b
Precio de las acciones
UK£29.72
UK£35
15.1% infravalorado descuento intrínseco
1Y111.2%
7D-1.0%
1D
Valor de la cartera
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Fresnillo plc

Informe acción LSE:FRES

Capitalización de mercado: UK£23.0b

Fresnillo (FRES) Resumen de Acciones

Fresnillo plc extrae, desarrolla y produce minerales no ferrosos en México. Saber más

Análisis fundamental de FRES
Puntuación del snowflake
Valoración2/6
Crecimiento futuro4/6
Rendimiento pasado6/6
Salud financiera6/6
Dividendos4/6

FRES Community Fair Values

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Competidores de Fresnillo plc

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Fresnillo
Precios históricos de las acciones
Precio actual de la acciónUK£29.72
Máximo en las últimas 52 semanasUK£44.72
Mínimo de 52 semanasUK£13.71
Beta0.73
Cambio en 1 mes-10.56%
Variación en 3 meses-3.13%
Cambio de 1 año111.23%
Variación en 3 años387.53%
Variación en 5 años268.55%
Variación desde la OPV471.54%

Noticias y actualizaciones recientes

Actualización de narrativa Jun 16

FRES: Higher Revenue Assumptions And Cost Discipline Will Support Re Rating Potential

The analyst price target for Fresnillo has shifted to reflect a modest fair value adjustment to £54.36, as analysts reassessed assumptions for revenue growth, profit margins and future P/E following a series of mixed target changes from Citi, Morgan Stanley, JPMorgan and Berenberg. Analyst Commentary Recent research on Fresnillo highlights a split in opinion, but there are clear areas where bullish analysts see room for the stock to better reflect their reassessed fair value assumptions.
Actualización de narrativa Jun 02

FRES: Higher Revenue And Margin Assumptions Will Support Re Rating Potential

Fresnillo’s updated analyst price target has moved sharply higher to about £53.62 from £20.84, as analysts factor in new assumptions around revenue growth, profit margins and future P/E that differ from recent mixed price target revisions in Street research. Analyst Commentary Recent Street research on Fresnillo shows a split view, with some firms cutting price targets while others lift their estimates and reaffirm more cautious ratings.
Actualización de narrativa May 18

FRES: Production Slippage And Diverging Street Views Will Pressure Future Returns

Fresnillo’s updated analyst price target has shifted to reflect mixed recent moves, including a £4.00 increase at Citi and several reductions of £1.00 to £4.00 at other firms, as analysts factor in revised assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Fresnillo shows a split view, with some higher price targets sitting alongside a series of reductions.

Recent updates

Actualización de narrativa Jun 16

FRES: Higher Revenue Assumptions And Cost Discipline Will Support Re Rating Potential

The analyst price target for Fresnillo has shifted to reflect a modest fair value adjustment to £54.36, as analysts reassessed assumptions for revenue growth, profit margins and future P/E following a series of mixed target changes from Citi, Morgan Stanley, JPMorgan and Berenberg. Analyst Commentary Recent research on Fresnillo highlights a split in opinion, but there are clear areas where bullish analysts see room for the stock to better reflect their reassessed fair value assumptions.
Actualización de narrativa Jun 02

FRES: Higher Revenue And Margin Assumptions Will Support Re Rating Potential

Fresnillo’s updated analyst price target has moved sharply higher to about £53.62 from £20.84, as analysts factor in new assumptions around revenue growth, profit margins and future P/E that differ from recent mixed price target revisions in Street research. Analyst Commentary Recent Street research on Fresnillo shows a split view, with some firms cutting price targets while others lift their estimates and reaffirm more cautious ratings.
Actualización de narrativa May 18

FRES: Production Slippage And Diverging Street Views Will Pressure Future Returns

Fresnillo’s updated analyst price target has shifted to reflect mixed recent moves, including a £4.00 increase at Citi and several reductions of £1.00 to £4.00 at other firms, as analysts factor in revised assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Fresnillo shows a split view, with some higher price targets sitting alongside a series of reductions.
Actualización de narrativa May 04

FRES: Production Slippage And Mixed Street Views Will Pressure Future Returns

Fresnillo’s analyst fair value estimate has been adjusted from £23.88 to £24.72. The change reflects recent mixed price target revisions across the Street and updated assumptions on long term revenue growth, profit margins and future P/E expectations.
Actualización de narrativa Apr 20

FRES: Execution Risks Around Multi Year Production Guidance Will Likely Intensify

The analyst price target for Fresnillo has increased to £23.88 from £21.82, with analysts citing adjusted expectations for revenue growth, profit margins and future P/E, along with mixed recent target changes from major banks, as support for the new fair value. Analyst Commentary Recent research shows a split in sentiment on Fresnillo, with some major banks lifting targets while others have taken a more cautious stance on valuation and execution.
Actualización de narrativa Feb 22

FRES: Mixed Rating Shifts Will Likely Expose Mounting Execution Risk

The Fresnillo analyst price target has been reduced by about £0.17 per share, as analysts factor in slightly higher projected revenue growth and profit margins, together with a modestly lower P/E and discount rate following recent mixed rating and target changes across the Street. Analyst Commentary Recent Street research on Fresnillo shows a split view, with some firms lifting targets while others trim expectations or ratings.
Actualización de narrativa Feb 07

FRES: Higher Revenue Hopes Will Likely Mask Growing Execution Risk

Analysts have lifted their fair value estimate for Fresnillo from £16.62 to £21.99 per share, reflecting updated assumptions around higher revenue growth, slightly stronger profit margins, a lower future P/E multiple, and recent mixed but generally higher Street price targets. Analyst Commentary Recent Street research on Fresnillo has sent mixed signals, with several firms adjusting price targets in different directions and one downgrade in the mix.
Actualización de narrativa Jan 24

FRES: Higher Metal Price Optimism Will Likely Mask Execution And Margin Risks

Analysts have modestly revised their fair value estimate for Fresnillo to £16.62 per share, reflecting updated assumptions around revenue, profit margins and a slightly lower future P/E multiple following recent price target increases from several banks. Analyst Commentary Recent Street research on Fresnillo points to a mixed stance, with some high profile price target adjustments sitting alongside more cautious views on the shares.
Artículo de análisis Jan 16

Fresnillo plc (LON:FRES) Looks Just Right With A 28% Price Jump

Fresnillo plc ( LON:FRES ) shares have continued their recent momentum with a 28% gain in the last month alone. The...
Actualización de narrativa Jan 09

FRES: Elevated Gold Price Forecasts Will Likely Drive Future Multiple Compression

Fresnillo’s updated fair value estimate has moved from £24.12 to £28.64 per share. This reflects analysts’ higher price targets and refreshed assumptions around revenue growth, profit margins and future P/E levels.
Actualización de narrativa Dec 23

FRES: Higher Precious Metal Price Hopes Will Likely Overstate Future Earnings Potential

Fresnillo's analyst price target has been lifted sharply, rising from about 950 GBp to a range of 3,000 to 4,300 GBp, as analysts factor in stronger expected revenue growth, higher profit margins and a more constructive long-term precious metals price outlook. Analyst Commentary Recent target price revisions for Fresnillo highlight a wide dispersion in analyst expectations, reflecting divergent views on the sustainability of the company’s earnings recovery and leverage to higher precious metals prices.
Artículo de análisis Dec 23

These 4 Measures Indicate That Fresnillo (LON:FRES) Is Using Debt Safely

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Actualización de narrativa Dec 09

FRES: Elevated Gold Price Assumptions Will Likely Expose Downside If Metals Normalize

Our analyst price target for Fresnillo has been raised in line with the Street, which has lifted targets as high as 4,300 GBp per share. This reflects analysts' increasingly optimistic assumptions for revenue growth, margins, and long term precious metal pricing.
Artículo de análisis Dec 02

Fresnillo plc (LON:FRES) Looks Just Right With A 27% Price Jump

Despite an already strong run, Fresnillo plc ( LON:FRES ) shares have been powering on, with a gain of 27% in the last...
Actualización de narrativa Nov 25

FRES: Higher Gold Price Forecasts Will Drive Moderate Upside Amid Ongoing Market Risks

Fresnillo's analyst price target has increased from £24.10 to £24.24 per share. Analysts cite improving revenue growth, stronger profit margins, and positive sector sentiment as key drivers for the upward revision.
Artículo de análisis Nov 20

Here's Why We Think Fresnillo (LON:FRES) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Actualización de narrativa Nov 10

FRES: Increased Gold Price Forecasts Will Influence Share Performance Amid Sector Volatility

Analysts have sharply increased their price target on Fresnillo, with estimates rising from approximately £22.64 to £24.10 per share. They cite stronger revenue growth, higher profit margins, and optimism from higher long-term gold price forecasts.
Actualización de narrativa Oct 27

Long-Term Gold Price Strength Will Drive Profitability And Earnings Outlook

Fresnillo's analyst price target has been raised significantly, increasing from £18.36 to £22.64, as analysts anticipate stronger revenue growth and improved profit margins. This change is driven by higher long-term gold price forecasts.
Actualización de narrativa Oct 13

Exploration Efforts At Ciénega And San Julian Will Extend Mine Life

The analyst price target for Fresnillo has been raised significantly from £16.26 to £18.36. Analysts cite expectations for improved revenue growth and sector tailwinds that may support higher future valuations.
Actualización de narrativa Sep 29

Exploration Efforts At Ciénega And San Julian Will Extend Mine Life

Analysts have raised Fresnillo’s price target to £16.26, driven by bullish views on sustained higher silver prices and improved operating outlook, though some caution that current valuations already reflect lofty silver price assumptions. Analyst Commentary Bullish analysts cite a substantially improved silver price backdrop, raising expectations for Fresnillo's earnings and cash flows.
Artículo de análisis Sep 18

Is Fresnillo (LON:FRES) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Actualización de narrativa Sep 14

Exploration Efforts At Ciénega And San Julian Will Extend Mine Life

Fresnillo’s analyst price target has been revised higher to £14.56 amid improved silver market fundamentals and a strengthened production outlook, though some caution that valuation now assumes an optimistic silver price scenario with limited downside protection. Analyst Commentary Bullish analysts cite improved silver market fundamentals and strengthening price outlook as key drivers for raising targets.
Actualización de narrativa Aug 30

Exploration Efforts At Ciénega And San Julian Will Extend Mine Life

Fresnillo's consensus analyst price target was raised to £14.18 as analysts anticipate stronger earnings and cash flows on higher silver price forecasts, though concerns remain that the current share price already reflects overly optimistic long-term silver assumptions and presents a less compelling risk-reward, limiting further upside at current valuation. Analyst Commentary Bullish analysts are raising price targets based on a substantially improved silver price outlook and more favorable sector backdrop.
Artículo de análisis Aug 28

After Leaping 26% Fresnillo plc (LON:FRES) Shares Are Not Flying Under The Radar

Fresnillo plc ( LON:FRES ) shares have continued their recent momentum with a 26% gain in the last month alone. The...
Actualización de narrativa Aug 15

Exploration Efforts At Ciénega And San Julian Will Extend Mine Life

Despite improved silver price outlooks and operational momentum underpinning bullish sentiment, analysts note that current valuation already prices in optimistic assumptions and offers limited upside, resulting in the consensus price target for Fresnillo holding steady at £13.70. Analyst Commentary Bullish analysts cite a substantially improved outlook for silver prices, supporting upward revisions in price targets.
Artículo de análisis Aug 06

If EPS Growth Is Important To You, Fresnillo (LON:FRES) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Jun 20

There's Reason For Concern Over Fresnillo plc's (LON:FRES) Massive 37% Price Jump

Fresnillo plc ( LON:FRES ) shares have continued their recent momentum with a 37% gain in the last month alone. The...
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Nueva narrativa Mar 09

Exploration Efforts At Ciénega And San Julian Will Extend Mine Life

Operational discipline and infrastructure improvements are set to enhance production efficiency, lower costs, and potentially boost future net margins and earnings.

Rentabilidad de los accionistas

FRESGB Metals and MiningMercado GB
7D-1.0%2.3%0.9%
1Y111.2%96.5%17.7%

Rentabilidad vs. Industria: FRES superó a la industria UK Metals and Mining, que obtuvo un rendimiento del 96.5% el año pasado.

Rentabilidad vs. Mercado: FRES superó al mercado UK, que obtuvo un rendimiento del 17.7% el año pasado.

Volatilidad de los precios

Is FRES's price volatile compared to industry and market?
FRES volatility
FRES Average Weekly Movement8.7%
Metals and Mining Industry Average Movement8.9%
Market Average Movement5.6%
10% most volatile stocks in GB Market11.1%
10% least volatile stocks in GB Market3.1%

Precio estable de las acciones: El precio de las acciones de FRES ha sido volátil durante los últimos 3 meses en comparación con el mercado UK.

Volatilidad a lo largo del tiempo: La volatilidad semanal de FRES(9%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de UK.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
18877,177Octavio Alvidrezwww.fresnilloplc.com

Fresnillo plc extrae, desarrolla y produce minerales no ferrosos en México. Opera a través de siete segmentos: Fresnillo, Saucito, Ciénega, Herradura, Noche Buena, San Julián y Juanicipio. La empresa se dedica principalmente a la exploración de concentrados de plata, oro, plomo y zinc.

Resumen de fundamentos de Fresnillo plc

¿Cómo se comparan los beneficios e ingresos de Fresnillo con su capitalización de mercado?
Estadísticas fundamentales de FRES
Capitalización bursátilUK£22.97b
Beneficios(TTM)UK£1.05b
Ingresos (TTM)UK£3.45b
20.9x
Ratio precio-beneficio (PE)
6.4x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de FRES
IngresosUS$4.56b
Coste de los ingresosUS$1.90b
Beneficio brutoUS$2.66b
Otros gastosUS$1.27b
BeneficiosUS$1.38b

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

Aug 04, 2026

Beneficios por acción (BPA)1.88
Margen bruto58.27%
Margen de beneficio neto30.34%
Ratio deuda/patrimonio16.6%

¿Cómo se ha desempeñado FRES a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

3.3%
Rentabilidad actual por dividendo
69%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/19 18:24
Precio de las acciones al final del día2026/06/19 00:00
Beneficios2025/12/31
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 contamos con 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

Fresnillo plc está cubierta por 27 analistas. 11 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
David Simon ButlerBarclays
Amos FletcherBarclays
Richard HatchBerenberg