Discovery Crecimiento futuro
Future controles de criterios 1/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Discovery de 14.7% y 1.7% por año respectivamente. Se prevé que el BPA crezca en un 12.6% al año. Se espera que la rentabilidad financiera sea de 16.9% en 3 años.
Información clave
14.7%
Tasa de crecimiento de los beneficios
12.61%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Insurance | 12.1% |
| Tasa de crecimiento de los ingresos | 1.7% |
| Rentabilidad financiera futura | 16.87% |
| Cobertura de analistas | Good |
| Última actualización | 23 Apr 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
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...Artículo de análisis • Jun 19
If EPS Growth Is Important To You, Discovery (JSE:DSY) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
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.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 6/30/2028 | 93,010 | 15,627 | N/A | N/A | 1 |
| 6/30/2027 | 89,030 | 13,464 | N/A | N/A | 1 |
| 6/30/2026 | 85,220 | 12,064 | N/A | N/A | 1 |
| 12/31/2025 | 91,067 | 10,594 | 5,225 | 7,086 | N/A |
| 9/30/2025 | 89,439 | 9,955 | 5,958 | 7,877 | N/A |
| 6/30/2025 | 87,811 | 9,315 | 6,691 | 8,667 | N/A |
| 3/31/2025 | 84,917 | 8,998 | 5,520 | 7,584 | N/A |
| 12/31/2024 | 82,240 | 8,520 | 4,348 | 6,500 | N/A |
| 9/30/2024 | 80,811 | 7,920 | 2,439 | 4,617 | N/A |
| 6/30/2024 | 79,382 | 7,320 | 530 | 2,733 | N/A |
| 3/31/2024 | 77,040 | 6,844 | 486 | 2,785 | N/A |
| 12/31/2023 | 74,698 | 6,367 | 441 | 2,837 | N/A |
| 9/30/2023 | 72,733 | 6,376 | 1,176 | 3,529 | N/A |
| 6/30/2023 | 70,768 | 6,384 | 1,910 | 4,221 | N/A |
| 3/31/2023 | 62,944 | 5,868 | 1,275 | 3,398 | N/A |
| 12/31/2022 | 55,119 | 5,352 | 639 | 2,575 | N/A |
| 9/30/2022 | 61,530 | 5,387 | 1,198 | 3,086 | N/A |
| 6/30/2022 | 67,940 | 5,422 | 1,757 | 3,597 | N/A |
| 3/31/2022 | 76,105 | 5,008 | 2,958 | 4,789 | N/A |
| 12/31/2021 | 83,800 | 4,593 | 4,158 | 5,980 | N/A |
| 9/30/2021 | 80,966 | 3,875 | 6,351 | 8,194 | N/A |
| 6/30/2021 | 78,131 | 3,157 | 8,543 | 10,407 | N/A |
| 3/31/2021 | 74,331 | 1,529 | 10,574 | 12,506 | N/A |
| 12/31/2020 | 70,531 | -99 | 12,604 | 14,604 | N/A |
| 9/30/2020 | 67,565 | -1 | 9,327 | 11,335 | N/A |
| 6/30/2020 | 64,598 | 97 | 6,049 | 8,065 | N/A |
| 3/31/2020 | 65,221 | 3,191 | N/A | N/A | N/A |
| 12/31/2019 | 65,844 | 6,284 | 1,499 | 3,640 | N/A |
| 9/30/2019 | 62,351 | 6,409 | N/A | 2,689 | N/A |
| 6/30/2019 | 58,858 | 6,533 | N/A | 1,738 | N/A |
| 3/31/2019 | 54,296 | 5,908 | N/A | N/A | N/A |
| 12/31/2018 | 49,733 | 5,282 | N/A | -151 | N/A |
| 9/30/2018 | 51,267 | 5,467 | N/A | 1,632 | N/A |
| 6/30/2018 | 52,800 | 5,652 | N/A | 3,414 | N/A |
| 3/31/2018 | 52,087 | 5,346 | N/A | 3,229 | N/A |
| 12/31/2017 | 51,373 | 5,039 | N/A | 3,044 | N/A |
| 9/30/2017 | 48,291 | 4,725 | N/A | 1,106 | N/A |
| 6/30/2017 | 45,209 | 4,411 | N/A | -832 | N/A |
| 3/31/2017 | 44,615 | 4,161 | N/A | -1,257 | N/A |
| 12/31/2016 | 44,021 | 3,910 | N/A | -1,682 | N/A |
| 9/30/2016 | 43,872 | 3,783 | N/A | -348 | N/A |
| 6/30/2016 | 43,723 | 3,655 | N/A | 985 | N/A |
| 3/31/2016 | 42,479 | 3,707 | N/A | 935 | N/A |
| 12/31/2015 | 41,235 | 3,758 | N/A | 885 | N/A |
| 9/30/2015 | 40,276 | 4,619 | N/A | 2,150 | N/A |
| 6/30/2015 | 39,316 | 5,480 | N/A | 3,415 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (14.7% al año) de DSY es superior a la tasa de ahorro (9.8%).
Beneficios vs. Mercado: Se prevé que los beneficios (14.7% al año) de DSY crezcan menos que el mercado ZA (15.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de DSY crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (1.7% al año) de DSY crezcan más despacio que el mercado de ZA (6.9% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 1.7% al año) de DSY 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 DSY sea baja dentro de 3 años (16.9%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/24 05:32 |
| Precio de las acciones al final del día | 2026/05/22 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 |
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| Propiedad | 10 años |
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| 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 16 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 |