Discovery (DSY) Resumen de Acciones
Discovery Limited ofrece diversos productos y servicios de seguros principalmente en Sudáfrica y el Reino Unido. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 0/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
DSY Community Fair Values
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Analyst Price Targets
Competidores de Discovery Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | R264.18 |
| Máximo en las últimas 52 semanas | R291.17 |
| Mínimo de 52 semanas | R187.01 |
| Beta | 0.58 |
| Cambio en 1 mes | 1.37% |
| Variación en 3 meses | -3.41% |
| Cambio de 1 año | 24.03% |
| Variación en 3 años | 70.01% |
| Variación en 5 años | 115.38% |
| Variación desde la OPV | 3,244.08% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 29
DSY: Higher Margin Outlook And Lower Discount Rate Suggest Balanced Future Prospects
The analyst price target for Discovery has been raised from ZAR207.10 to ZAR240.00, with analysts pointing to updated assumptions that include a lower discount rate, a wider profit margin, weaker revenue growth and a slightly higher future P/E multiple. What’s in the News for Discovery No recent Discovery specific press releases or news headlines were provided in the source feed as of 28 July 2026.
Actualización de narrativa • Jul 14
DSY: Higher Profitability Assumptions Will Support A Richer Future P/E
Analysts have trimmed their fair value price target for Discovery from ZAR351.01 to ZAR340.82, as updated assumptions point to weaker revenue growth, a higher expected profit margin, and a slightly richer future P/E multiple. What’s in the News for Discovery No major recent news items have been identified for Discovery based on the provided sources.Artículo de análisis • Jul 05
What Does The Future Hold For Discovery Limited (JSE:DSY)? These Analysts Have Been Cutting Their Estimates
Market forces rained on the parade of Discovery Limited ( JSE:DSY ) shareholders today, when the analysts downgraded...Recent updates
Actualización de narrativa • Jul 29
DSY: Higher Margin Outlook And Lower Discount Rate Suggest Balanced Future Prospects
The analyst price target for Discovery has been raised from ZAR207.10 to ZAR240.00, with analysts pointing to updated assumptions that include a lower discount rate, a wider profit margin, weaker revenue growth and a slightly higher future P/E multiple. What’s in the News for Discovery No recent Discovery specific press releases or news headlines were provided in the source feed as of 28 July 2026.Actualización de narrativa • Jul 14
DSY: Higher Profitability Assumptions Will Support A Richer Future P/E
Analysts have trimmed their fair value price target for Discovery from ZAR351.01 to ZAR340.82, as updated assumptions point to weaker revenue growth, a higher expected profit margin, and a slightly richer future P/E multiple. What’s in the News for Discovery No major recent news items have been identified for Discovery based on the provided sources.Artículo de análisis • Jul 05
What Does The Future Hold For Discovery Limited (JSE:DSY)? These Analysts Have Been Cutting Their Estimates
Market forces rained on the parade of Discovery Limited ( JSE:DSY ) shareholders today, when the analysts downgraded...Actualización de narrativa • Jun 30
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Analysts have lifted their Discovery price target from ZAR284.78 to ZAR351.01, reflecting updated assumptions that now incorporate modest revenue growth expectations, an adjusted profit margin profile, a slightly higher future P/E multiple, and a small reduction in the discount rate. What’s in the News for Discovery No recent Discovery specific news items were provided in the primary news source.
Actualización de narrativa • Jun 16
DSY: Stable Outlook Will Rely On Unchanged Assumptions For Future Upside Potential
The latest Discovery price target remains steady at ZAR301.19, as analysts cite unchanged fair value, discount rate, revenue growth, profit margin and future P/E assumptions in their updated models. What’s in the News for Discovery No recent Discovery news items are available from the provided primary sources.Actualización de narrativa • Jun 02
DSY: Stable Assumptions And Slight Model Tweaks Will Shape Future Upside Potential
Analysts have nudged their ZAR price target for Discovery slightly higher, from about ZAR299 to roughly ZAR301. This reflects updated views on fair value, the discount rate, and longer term P/E assumptions.Artículo de análisis • May 31
Should You Be Adding Discovery (JSE:DSY) To Your Watchlist Today?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Actualización de narrativa • Apr 26
DSY: Interim Dividend And Strong Earnings Guidance Will Support Future Upside
Analysts have adjusted the price target for Discovery slightly higher to about ZAR299.05 from ZAR298.48. This reflects updated assumptions around fair value, profit margins and the future P/E multiple.Actualización de narrativa • Apr 11
DSY: Interim Dividend And Higher Earnings Guidance Will Support Future Upside
Analysts now place Discovery's fair value at ZAR298.48, up from ZAR292.97. This reflects updated assumptions that include a shift to modest revenue growth expectations of 0.55%, a lower projected profit margin of 18.06% and a slightly adjusted forward P/E of 19.40.Artículo de análisis • Apr 08
Industry Analysts Just Upgraded Their Discovery Limited (JSE:DSY) Revenue Forecasts By 40%
Celebrations may be in order for Discovery Limited ( JSE:DSY ) shareholders, with the analysts delivering a significant...Actualización de narrativa • Mar 27
DSY: Interim Dividend And Strong Margins Will Support Future Upside
Analysts have kept their ZAR price target for Discovery steady at ZAR292.97. This reflects unchanged views on fair value, required return and the expected balance between revenue contraction and profit margin strength.Actualización de narrativa • Mar 13
DSY: Higher Margins And Interim Dividend Will Support Future Returns
Analysts have lifted their price target for Discovery from ZAR257.08 to ZAR292.97, supported by assumptions of a higher profit margin and a slightly higher future P/E multiple, even as they factor in a steeper revenue decline. What's in the News The Board declared an interim gross cash dividend of ZAR1.11 per ordinary share, with a net dividend of ZAR0.888 per share after 20% dividend withholding tax for non exempt shareholders (Key Developments).Actualización de narrativa • Feb 27
DSY: Slightly Higher Fair Value And Margins Will Support Future Returns
Analysts have slightly raised their price target for Discovery from ZAR255.79 to ZAR257.08, reflecting updated assumptions that combine softer revenue growth with a small uplift in profit margin and a marginally higher future P/E multiple. Valuation Changes Fair Value: Adjusted slightly higher from ZAR255.79 to ZAR257.08.Actualización de narrativa • Feb 13
DSY: Steady Fair Value And Slightly Lower Risk Will Support Future Returns
Analysts kept their ZAR fair value estimate broadly steady at about ZAR255.79. A slightly lower discount rate and marginally adjusted assumptions for revenue decline, profit margin and future P/E support a broadly unchanged price target narrative.Actualización de narrativa • Jan 29
DSY: Refined Assumptions And Stable Margins Will Support Future Shareholder Value
Analysts have raised their price target on Discovery to US$255.79 from US$245.50, citing updated assumptions around a slightly lower expected revenue decline, a modest shift in profit margin expectations, and a small adjustment to the future P/E multiple and discount rate. Valuation Changes Fair Value: updated from US$245.50 to US$255.79, representing a modest upward adjustment to the target estimate.Nueva narrativa • Jan 29
Aging Populations And AI Investment Will Shape Health Insurance Margins Over Time
Catalysts About Discovery Discovery operates insurance, health, banking and wellness businesses, primarily in South Africa and through its Vitality platform globally. What are the underlying business or industry changes driving this perspective?Artículo de análisis • Jan 26
Do Discovery's (JSE:DSY) Earnings Warrant Your Attention?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Artículo de análisis • Dec 21
Discovery Limited (JSE:DSY) Investors Are Less Pessimistic Than Expected
Discovery Limited's ( JSE:DSY ) price-to-earnings (or "P/E") ratio of 16.4x might make it look like a strong sell right...Artículo de análisis • Nov 14
This Is The Reason Why We Think Discovery Limited's (JSE:DSY) CEO Might Be Underpaid
Key Insights Discovery to hold its Annual General Meeting on 20th of November CEO Adrian Gore's total compensation...Actualización de narrativa • Nov 05
DSY: Stable Margins And Dividend Declaration Will Support Future Shareholder Value
Analysts have maintained their price target for Discovery at $245.50, citing stable profit margin outlooks and unchanged growth expectations as supporting factors. What's in the News Discovery Limited declared a final dividend of ZAR 2.1 per share for the 12 months ended June 30, 2025 (Key Developments).Actualización de narrativa • Oct 22
Analysts Lift Discovery Price Target on Improved Profit Margins Despite Lower Revenue Growth
Narrative Update on Discovery: Analyst Price Target Adjustment Analysts have slightly increased their price target for Discovery, raising it from $244.35 to $245.50. This adjustment is based on improved profit margin projections, even though the outlook for revenue growth has been tempered.Actualización de narrativa • Oct 08
Vitality's Data-Driven Health Initiatives To Support Future Global Expansion
Narrative Update on Discovery: Analyst Price Target Revision Analysts have revised their fair value estimate for Discovery downward by approximately $9 to $244.35, citing lower projected profit margins and moderated declines in revenue growth forecasts. What's in the News Discovery Limited declared a final dividend of ZAR 2.1 per share for the 12 months ended June 30, 2025 (Key Developments).Artículo de análisis • Oct 02
Should You Be Adding Discovery (JSE:DSY) To Your Watchlist Today?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Artículo de análisis • Aug 09
Getting In Cheap On Discovery Limited (JSE:DSY) Is Unlikely
JSE:DSY 1 Year Share Price vs Fair Value Explore Discovery's Fair Values from the Community and select yours When close...
Nueva narrativa • Feb 09
Vitality Limited's Restructuring And Data Focus Will Drive Future Profitability
Restructuring into focused businesses and reduced spending enhances operational efficiency, driving potential profitability and earnings growth.Rentabilidad de los accionistas
| DSY | ZA Insurance | Mercado ZA | |
|---|---|---|---|
| 7D | 1.8% | 1.3% | 2.7% |
| 1Y | 24.0% | 10.5% | 13.1% |
Rentabilidad vs. Industria: DSY superó a la industria ZA Insurance, que obtuvo un rendimiento del 10.5% el año pasado.
Rentabilidad vs. Mercado: DSY superó al mercado ZA, que obtuvo un rendimiento del 13.1% el año pasado.
Volatilidad de los precios
| DSY volatility | |
|---|---|
| DSY Average Weekly Movement | 2.9% |
| Insurance Industry Average Movement | 2.9% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in ZA Market | 9.6% |
| 10% least volatile stocks in ZA Market | 2.7% |
Precio estable de las acciones: DSY no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado ZA.
Volatilidad a lo largo del tiempo: La volatilidad semanal de DSY (3%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1992 | n/a | Adrian Gore | www.discovery.co.za |
Discovery Limited ofrece diversos productos y servicios de seguros principalmente en Sudáfrica y el Reino Unido. Opera a través de los segmentos SA Health, SA Life, SA Invest, SA Insure, SA Bank, UK Health, UK Life y All Other. La empresa ofrece productos de seguros de salud, vida, automóvil, viaje, empresa y hogar; productos de seguros de automóvil, edificio, contenido del hogar y posesiones portátiles; productos de seguros médicos privados; y productos de seguros comerciales de riesgo a corto plazo.
Resumen de fundamentos de Discovery Limited
| Estadísticas fundamentales de DSY | |
|---|---|
| Capitalización bursátil | R177.05b |
| Beneficios(TTM) | R10.59b |
| Ingresos (TTM) | R91.07b |
16.8x
Ratio precio-beneficio (PE)2.0x
Ratio precio-ventas (PS)¿Está DSY sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de DSY | |
|---|---|
| Ingresos | R91.07b |
| Coste de los ingresos | R51.07b |
| Beneficio bruto | R40.00b |
| Otros gastos | R29.40b |
| Beneficios | R10.59b |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
Sep 03, 2026
| Beneficios por acción (BPA) | 15.75 |
| Margen bruto | 43.92% |
| Margen de beneficio neto | 11.63% |
| Ratio deuda/patrimonio | 21.7% |
¿Cómo se ha desempeñado DSY a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.1%
Rentabilidad actual por dividendo20%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/06 19:42 |
| Precio de las acciones al final del día | 2026/08/06 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/06/30 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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
Discovery Limited está cubierta por 13 analistas. 6 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.
| Analista | Institución |
|---|---|
| Adrienne Damant | Avior Capital Markets |
| Robert Rice | Barclays |
| Linda Sun-Mattison | Bernstein |