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Pan American Silver Corp.Informe acción NYSE:PAAS

Capitalización bursátil US$23.8b
Precio de las acciones
US$59.14
US$73.57
19.6% infravalorado descuento intrínseco
1Y126.3%
7D10.6%
Valor de la cartera
​
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Pan American Silver Corp.

Informe acción NYSE:PAAS

Capitalización de mercado: US$23.8b

Pan American Silver (PAAS) Resumen de Acciones

Pan American Silver Corp. se dedica a la exploración, desarrollo minero, extracción, procesamiento, refinado y recuperación de minas en Chile, Perú, Brasil, México, Canadá, Argentina, Bolivia y Guatemala. Saber más

Análisis fundamental de PAAS
Puntuación del snowflake
Valoración3/6
Crecimiento futuro3/6
Rendimiento pasado5/6
Salud financiera5/6
Dividendos3/6

Recompensas

El ratio precio-beneficio (19.3x) es inferior a la media de la industria Metals and Mining (19.4x)

Se prevé un crecimiento anual de los beneficios de 17.06%

Los beneficios aumentaron un 305.9% el pasado año

Cotiza a buen valor en comparación con empresas similares e industria

Análisis de riesgos

Los accionistas han sido diluidos en el último año


PAAS Community Fair Values

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Materials opportunity
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Upside Gold
Fair Value from
CA$5.0768.0% infravalorado descuento intrínseco

An Undervalued 3.3Moz Gold Project in Canada

Key takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.

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Competidores de Pan American Silver Corp.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Pan American Silver
Precios históricos de las acciones
Precio actual de la acciónCA$57.81
Máximo en las últimas 52 semanasCA$69.99
Mínimo de 52 semanasCA$22.08
Beta1.49
Cambio en 1 mes2.86%
Variación en 3 meses4.71%
Cambio de 1 año126.26%
Variación en 3 años242.68%
Variación en 5 años93.86%
Variación desde la OPV1,085.85%

Noticias y actualizaciones recientes

Seeking Alpha • Apr 07

Pan American Silver: What To Expect In Extreme Market Volatility

Summary Despite the wicked sell-off in silver and gold this year, Pan American Silver continued to benefit from significantly higher prices in Q1 versus Q4 FY25. Today I'll take a fresh look at the company, including excellent exploration results at the world-class 100% owned La Colorada mine in Mexico. I'll also present commentary on the company's 2026 guidance and review Q1 earnings estimates (the Q1 report is due out May 5th, after the market closes). I maintain my STRONG BUY rating on PAAS, but I caution investors to take advantage of extreme market volatility and to only add to positions on significant sell-offs. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Apr 07

Pan American Silver: What To Expect In Extreme Market Volatility

Summary Despite the wicked sell-off in silver and gold this year, Pan American Silver continued to benefit from significantly higher prices in Q1 versus Q4 FY25. Today I'll take a fresh look at the company, including excellent exploration results at the world-class 100% owned La Colorada mine in Mexico. I'll also present commentary on the company's 2026 guidance and review Q1 earnings estimates (the Q1 report is due out May 5th, after the market closes). I maintain my STRONG BUY rating on PAAS, but I caution investors to take advantage of extreme market volatility and to only add to positions on significant sell-offs. Read the full article on Seeking Alpha
Seeking Alpha • Apr 28

Pan American Silver: Flying High, But Stuck In A Holding Pattern - With Escobal In View

Summary Pan American Silver (PAAS) is rated "Hold" due to expected declines in both silver and gold production in 2025, despite recent price surges. PAAS's gold production has increased since acquiring Yamana Gold's assets, but 2025 production is projected to be 10% - 17% lower than last year. Silver production is also expected to decline, with La Colorada and Huaron being the only operations with a positive outlook for 2025. PAAS's current valuation is higher than its peers, making it less attractive for long-term investment, but it offers short-term trading opportunities. Read the full article on Seeking Alpha
Seeking Alpha • Apr 07

Pan American Silver: Another Record Year On Deck

Summary Pan American had a decent 2024, reporting significant growth in free cash flow and a return to a net cash position, offset by a slight miss on its guidance midpoint. While the company had a solid 2024, it faces a production cliff in 2028 if it can't extend mine lives at a few of its assets and/or bring Escobal online. On a positive note, Pan American stands out as a company focused on per-share growth, unlike most of its silver peers & trades at a reasonable valuation. In this update, we'll dig into the Q4 and FY2024 results, recent developments, and whether the stock is offering an adequate margin of safety at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Jan 22

Secular Silver Shortfall Could Keep Prices Higher For Longer For Pan American Silver

Summary Pan American Silver is a top silver producer, benefiting from the Yamana acquisition, asset divestitures, and strong metal markets, making it a solid buy. Management focuses on aggressive deleveraging, maintaining a $0.40 annual dividend, and authorized share repurchases, appealing to income investors seeking silver exposure with gold stability. La Colorada mine improvements and La Colorada Skarn project potential significantly boost silver production, while Jacobina mine enhances gold output, supporting long-term growth. Strong financials with record cash position, zero net debt, and potential variable dividend in 2025, driven by high silver and gold prices and industrial demand. Read the full article on Seeking Alpha
Seeking Alpha • Dec 16

Pan American Silver: One Of The Better Options For Silver Exposure

Summary Pan American Q3-24 production was below expectations, impacted by lower grades at Cerro Moro. Fortunately, higher metal prices boosted financial results, achieving record revenue of $716.1 million and significant cash flow generation. Unfortunately, while 2024 has been strong financially, the company has tough comps on deck in 2025 with significantly lower gold production in 2025. In this update we'll dig into the Q3-24 results, recent developments, and whether the stock is offering enough margin of safety for new investment at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Nov 12

Pan American Silver: Production Growth Visibility Amid Upside In Precious Metals

Summary Initiating coverage on Pan American Silver with a "Buy" rating and a 24-month investment horizon due to attractive valuation and potential growth from higher precious metal prices. Strong fundamentals with a $1.22 billion liquidity buffer, healthy free cash flow, and significant production growth catalysts like Escobal and La Colorada Skarn support the bullish outlook. Risks include potential delays in Escobal mining resumption, but overall financial health and favorable precious metal price trends mitigate concerns, supporting a positive investment thesis. Read the full article on Seeking Alpha
Seeking Alpha • Sep 30

Pan American Silver: Positioned For Growth Amid Higher Gold, Silver Prices

Summary Pan American Silver is one of the largest silver miners in the world and its shares have appreciated over 30% YTD. Despite Q2 production challenges, revenue increased by 7.3% due to higher metal prices, setting up a strong second half of 2024. The company's diversified portfolio and solid balance sheet, combined with potential catalysts like the Escobal mine reopening, support a positive outlook. Trading below its net asset value and only slightly above peers' EV/EBITDA multiple, Pan American Silver shares have significant upside potential, earning a buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Sep 20

Pan American Silver: Better Outlook For H2, But Almost Everything Is Already Priced In

Summary Pan American Silver is rated as a hold due to limited further price increases in silver and rising all-in sustaining costs. PAAS's AISC increased by nearly 20% in Q2. Silver production fell by 8.82% in Q2, but management's 2024 production targets are still achievable, potentially improving AISC and profit margins. Expected Q3 revenue is $774.64 million, translating to $0.32 per share; current valuation implies a P/E of almost 16, making it fairly priced. Read the full article on Seeking Alpha
Seeking Alpha • Aug 14

Pan American Silver: A Stronger H2 On Deck

Summary Pan American Silver Corp. had a mediocre quarter in Q2 with solid performances from Huaron, San Vicente, El Penon and Jacobina overshadowed by softness at La Colorada/Cerro Moro. The result was a significant spike in AISC in Q2 2024 to ~$19/oz, but record gold prices still allowed for significant free cash flow generation in Q2. Meanwhile, although Q2 2024 certainly had its challenges, H2 2024 is shaping up to be much stronger with a weaker MXN/USD, higher gold/silver prices and higher production. In this update, we'll dig into the Q3 2024 results, recent developments, and where the stock's updated low-risk buy zone lies. Read the full article on Seeking Alpha
Seeking Alpha • Aug 07

Pan American Silver: Solid Production Trends, But Shares Near Fair Value

Summary Silver and gold had strong starts to 2024, but price action has turned mixed as global volatility ticks up across financial markets. Pan American Silver reported solid Q1 results in May, and all eyes are now on the Q2 report after a healthy mid-year update in June. I see the stock as near its intrinsic value while PAAS' technical chart sends mixed signals. The options market prices in a 5% earnings related move heading into the Wednesday night Q2 report. Read the full article on Seeking Alpha
Seeking Alpha • May 28

Pan American Silver: Significant Margin Expansion On Deck In Q2

Summary Pan American Silver had a decent Q1 despite it being the weakest quarter of the year, with silver production set to progressively improve throughout the year. Meanwhile, although silver segment margins dipped year-over-year, this did not factor in the recent silver price rise, with AISC margins set to soar in Q2 & improve further in Q3/Q4. In this update, we'll dig into the Q1 results, recent developments, and what makes Pan American one of the more attractive ways to get silver exposure. Read the full article on Seeking Alpha
Seeking Alpha • Apr 24

Pan American Silver: Has The Potential To Improve Performance Significantly

Summary Demand for silver has outpaced supply in recent years, driving up the price per ounce. Pan American Silver, one of the world's biggest silver producers, has seen its stock value increase by 36.31% in one month. The upcoming Q1 results may provide insight into PAAS's future performance, but the overall outlook for silver remains positive. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

PAASUS Metals and MiningMercado US
7D10.6%6.0%2.1%
1Y126.3%93.9%30.6%

Rentabilidad vs. Industria: PAAS superó a la industria US Metals and Mining, que obtuvo un rendimiento del 93.9% el año pasado.

Rentabilidad vs. Mercado: PAAS superó al mercado US, que obtuvo un rendimiento del 30.6% el año pasado.

Volatilidad de los precios

Is PAAS's price volatile compared to industry and market?
PAAS volatility
PAAS Average Weekly Movement8.6%
Metals and Mining Industry Average Movement10.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

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

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

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19799,348Michael Steinmannwww.panamericansilver.com

Pan American Silver Corp. se dedica a la exploración, desarrollo minero, extracción, procesamiento, refinado y recuperación de minas en Chile, Perú, Brasil, México, Canadá, Argentina, Bolivia y Guatemala. El segmento de plata incluye las minas La Colorada, Juanicipio, Cerro Moro, Huarón y San Vicente. El segmento Oro comprende las minas Jacobina, El Peñón, Timmins, Shahuindo, Minera Florida y Dolores.

Resumen de fundamentos de Pan American Silver Corp.

¿Cómo se comparan los beneficios e ingresos de Pan American Silver con su capitalización de mercado?
Estadísticas fundamentales de PAAS
Capitalización bursátilUS$23.85b
Beneficios(TTM)US$1.27b
Ingresos (TTM)US$4.00b
19.3x
Ratio precio-beneficio (PE)
6.1x
Ratio precio-ventas (PS)

¿Está PAAS sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de PAAS
IngresosUS$4.00b
Coste de los ingresosUS$1.77b
Beneficio brutoUS$2.23b
Otros gastosUS$963.00m
BeneficiosUS$1.27b

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)3.00
Margen bruto55.73%
Margen de beneficio neto31.65%
Ratio deuda/patrimonio9.7%

¿Cómo se ha desempeñado PAAS a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

1.2%
Rentabilidad actual por dividendo
17%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 18:14
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

Pan American Silver Corp. está cubierta por 23 analistas. 7 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
Matthew MurphyBMO Capital Markets Equity Research
Kevin O'HalloranBMO Capital Markets Equity Research
Lawson WinderBofA Global Research