Sims Croissance future
Future contrôle des critères 1/6
Sims devrait augmenter ses bénéfices et son chiffre d'affaires de 7.5% et de 2.9% par an respectivement. Le BPA devrait croître de de 7.5% par an. Le rendement des capitaux propres devrait être 11% dans 3 ans.
Informations clés
7.5%
Taux de croissance des bénéfices
7.55%
Taux de croissance du BPA
| Metals and Mining croissance des bénéfices | 12.1% |
| Taux de croissance des recettes | 2.9% |
| Rendement futur des capitaux propres | 11.04% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 08 Sep 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • Sep 03
SGM: Higher FY26 EBIT Guidance Will Support Recycled Metals Recovery
The analyst price target for Sims has increased to A$31, up from A$19, with analysts citing FY26 guidance and upgraded EBIT expectations as support for the revised view. What's in the News for Sims Sims held an Analyst and Investor Day on an announced future date, providing the market with updated insights on the business.
Mise à jour du récit • Aug 18
SGM: FY26 Guidance Strength Will Likely Sustain Elevated Overvaluation Risk
Analysts have lifted their Sims price target to A$31 from A$19, citing FY26 guidance that sits about 15% above consensus at the midpoint and has driven an upgrade to their EBIT expectations for that year. What’s in the News for Sims No recent Sims specific news items were identified in the provided primary sources as at 17 August 2026.Mise à jour du récit • Jul 28
SGM: FY26 Guidance Strength Will Likely Mask Overvaluation Risk
Analysts have lifted the Sims price target to A$31 from A$19, citing FY26 guidance that sits about 15% ahead of consensus at the midpoint and an associated 14% increase in their FY26 EBIT outlook. What's in the News for Sims No recent Sims specific news items were available from the provided sources as of 28 Jul 2026.
Mise à jour du récit • Jul 14
SGM: FY26 Guidance And Margin Outlook Will Support Further Rerating
Analysts have lifted their price target for Sims to A$31 from A$19, citing updated FY26 guidance that sits about 15% above prior consensus and supports higher assumed profit margins and a richer future P/E multiple in current valuation work. What's in the News Sims Ltd shares have moved nearly 56% over the past year, reflecting renewed investor focus on the stock, source: Sims Ltd Shares Soar Nearly 56% on Strong Industrial Turnaround and Sustainability Drive.Mise à jour du récit • Jun 30
SGM: Higher FY26 EBIT Outlook Will Test Recycled Metals Recovery
Analysts have raised their Sims price target from A$25.13 to A$29.13, citing recent research that reflects higher FY26 guidance, a stronger EBIT outlook, and slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News for Sims Sims Limited upgraded its FY2026 underlying EBIT guidance to A$420 million to A$435 million, according to recent coverage of the stock.Mise à jour du récit • Jun 16
SGM: Higher Earnings Multiple Will Pressure Future Share Price Returns
Analysts have nudged their Sims price target higher to A$25.13 from A$23.36, reflecting updated views on fair value and profitability assumptions following recent research, including the upgrade from RBC Capital. What’s in the News for Sims Analysts have revised their Sims price target to A$25.13, up from A$23.36, following refreshed research coverage.Mise à jour du récit • Jun 02
SGM: Elevated Lifecycle Services Expectations Will Pressure Future Return Profile
Analysts have lifted their price targets on Sims, with our fair value estimate moving from A$22.78 to A$23.36 as they factor in upgraded ratings, a higher A$20 Street target, and stronger Sims Lifecycle Services EBITDA supported by higher chip prices, resale volumes, and hyperscaler service fees. Analyst Commentary Recent research updates show a shift toward a more balanced view on Sims, with price targets aligning around A$20 and greater focus on the earnings power of Sims Lifecycle Services.Mise à jour du récit • Apr 27
SGM: Lifecycle Services Momentum And Dividend Policy Will Shape Future Return Profile
Analysts have lifted their price expectations for Sims, with targets moving from A$16.30 to A$20.00 as recent research points to stronger contributions from Sims Lifecycle Services, supported by higher computer chip prices, resale volumes and hyperscaler service fees. Analyst Commentary Bullish Takeaways Bullish analysts point to the 130% increase in Sims Lifecycle Services EBITDA as a key support for higher valuation targets, given the clearer earnings contribution from this segment.Mise à jour du récit • Apr 12
SGM: Lifecycle Services Strength And Dividend Outlook Will Support Future Upside
Analysts have lifted their price target for Sims to A$22.78 from A$22.61, citing recent upgrades and research that highlight stronger Sims Lifecycle Services earnings tied to higher chip prices, resale volumes, and hyperscaler service fees, along with updated assumptions on discount rates, revenue growth, profit margins, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts point to the upgrade in Sims Lifecycle Services EBITDA of 130% in the recent first half as a key support for higher earnings assumptions, particularly for the chip reuse and resale part of the business.Mise à jour du récit • Mar 27
SGM: Lifecycle Services EBITDA Surge Will Support Future Upside Potential
Analysts have lifted their price targets for Sims. One recent move took the stock from A$16.30 to A$20, citing improved fair value estimates, a more supportive discount rate and growth assumptions, healthier profit margins, and stronger Sims Lifecycle Services EBITDA tied to higher chip prices, resale volumes, and hyperscaler service fees.Mise à jour du récit • Mar 12
SGM: Lifecycle Services Strength And Investor Days Will Support Future Upside
Analysts have nudged their price target for Sims higher, with fair value moving from about A$20.45 to roughly A$20.74. This reflects updated assumptions on discount rate, revenue growth, profit margins and future P/E after recent research highlighted stronger Sims Lifecycle Services EBITDA supported by higher chip prices, resale volumes and hyperscaler service fees.
Nouveau récit • Mar 03
Rally in sustainable practices over value recyclable metal stock
About Sims Metal Management Sims Limited is a global metals recycler and circular economy operator with processing facilities across Australia, North America, and Europe. The company collects, sorts, and sells recycled ferrous (steel-based) and non-ferrous (aluminium, copper) scrap metal to steelmakers and smelters worldwide.Mise à jour du récit • Feb 25
SGM: Investor Days And Rich Future P/E Will Restrain Share Upside
Analysts have lifted their price target for Sims from A$18.09 to A$20.45, citing slightly different assumptions on discount rate, revenue growth, profit margin and future P/E to support the new view. What's in the News Sims Limited determined an interim dividend of A$0.14 per share, fully franked, with payment scheduled for 18 March 2026 to shareholders on the register as at 4 March 2026 (company announcement).Article d’analyse • Feb 15
An Intrinsic Calculation For Sims Limited (ASX:SGM) Suggests It's 34% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Sims fair value estimate is AU$31.78 Sims is estimated to be...Mise à jour du récit • Feb 11
SGM: Investor Day Focus Will Highlight Rich P/E Capping Future Returns
The analyst price target for Sims has increased from A$16.71 to A$18.09. Analysts attribute this change to updated assumptions that include slightly higher revenue growth, modestly improved profit margins and a lower future P/E multiple as key drivers.Mise à jour du récit • Jan 26
SGM: Investor Day Focus And Rich P/E Will Likely Cap Future Returns
Analysts have lifted their price target on Sims to A$16.71 from A$16.02, citing updated assumptions for slightly higher revenue growth, modestly stronger profit margins and a marginally different forward P/E multiple. What's in the News Sims plans a Sims Lifecycle Services Investor Day event in Nashville, giving investors a focused update on the lifecycle services business (Key Developments).Mise à jour du récit • Jan 11
SGM: Stable Margins And Investor Day Focus Will Likely Restrain Returns
Analysts have maintained their fair value estimate for Sims at A$16.02 per share. Only slight adjustments to the discount rate and the assumed future P/E ratio have influenced this unchanged price target.Mise à jour du récit • Dec 26
SGM: Stable Margins And Sluggish Outlook Will Likely Limit Future Returns
Analysts have modestly maintained their outlook on Sims, keeping the price target effectively unchanged at $16.02 per share. Slightly higher discount rate assumptions are largely offset by stable revenue growth, profit margin, and valuation expectations.Mise à jour du récit • Dec 12
SGM: Modest Earnings Outlook Will Likely Constrain Future Share Price Upside
Analysts have modestly raised their price target on Sims, citing slightly stronger long term revenue growth, improved margin expectations, and a higher forward P/E outlook. This lifts the fair value by approximately $0.69 per share.Mise à jour du récit • Nov 27
SGM: Rising Discount Rate Will Challenge Market Expectations Moving Forward
Analysts have increased their price target for Sims from $14.08 to $15.33 per share. They cite modest improvements in both expected profit margins and revenue growth projections.Article d’analyse • Apr 09
Are Investors Undervaluing Sims Limited (ASX:SGM) By 50%?
Key Insights The projected fair value for Sims is AU$25.48 based on 2 Stage Free Cash Flow to Equity Current share...Article d’analyse • Mar 18
There's No Escaping Sims Limited's (ASX:SGM) Muted Revenues
With a price-to-sales (or "P/S") ratio of 0.4x Sims Limited ( ASX:SGM ) may be sending very bullish signals at the...
Nouveau récit • Feb 09
Optimization Of Acquisitions Like Baltimore Scrap Will Unlock Future Operational Efficiencies
Strategic focus on North America and optimizing recent acquisitions aim to drive margin improvement and operational efficiencies.Article d’analyse • Dec 20
Sims (ASX:SGM) Is Carrying A Fair Bit Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • Nov 07
A Look At The Fair Value Of Sims Limited (ASX:SGM)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Sims fair value estimate is AU$15.42 With AU$13.66 share...Article d’analyse • Sep 16
There Is A Reason Sims Limited's (ASX:SGM) Price Is Undemanding
You may think that with a price-to-sales (or "P/S") ratio of 0.3x Sims Limited ( ASX:SGM ) is definitely a stock worth...Article d’analyse • May 07
Sims Limited's (ASX:SGM) Subdued P/E Might Signal An Opportunity
When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") above 20x, you may consider...Article d’analyse • Feb 24
Sims (ASX:SGM) Is Carrying A Fair Bit Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Dec 22
Is Sims Limited (ASX:SGM) Trading At A 30% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Sims fair value estimate is AU$22.11 Current share price of...Article d’analyse • Sep 28
Sims' (ASX:SGM) Shareholders Will Receive A Smaller Dividend Than Last Year
Sims Limited ( ASX:SGM ) is reducing its dividend from last year's comparable payment to A$0.21 on the 18th of October...Article d’analyse • Sep 11
These 4 Measures Indicate That Sims (ASX:SGM) Is Using Debt Extensively
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Article d’analyse • Aug 18
Sims' (ASX:SGM) Dividend Is Being Reduced To A$0.21
Sims Limited ( ASX:SGM ) is reducing its dividend from last year's comparable payment to A$0.21 on the 18th of October...Article d’analyse • Jul 12
Sims (ASX:SGM) Will Want To Turn Around Its Return Trends
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 6/30/2029 | 8,995 | 382 | 347 | 675 | 10 |
| 6/30/2028 | 8,915 | 374 | 451 | 679 | 13 |
| 6/30/2027 | 8,598 | 363 | 466 | 717 | 13 |
| 6/30/2026 | 8,032 | 245 | 220 | 424 | N/A |
| 12/31/2025 | 7,653 | -58 | -73 | 105 | N/A |
| 9/30/2025 | 7,589 | -28 | 15 | 201 | N/A |
| 6/30/2025 | 7,525 | 2 | 103 | 297 | N/A |
| 12/31/2024 | 7,368 | -65 | 244 | 449 | N/A |
| 9/30/2024 | 7,296 | -32 | 116 | 326 | N/A |
| 6/30/2024 | 7,224 | 2 | -12 | 203 | N/A |
| 12/31/2023 | 6,336 | 194 | 31 | 229 | N/A |
| 9/30/2023 | 6,497 | 195 | 124 | 339 | N/A |
| 6/30/2023 | 6,659 | 197 | 217 | 449 | N/A |
| 3/31/2023 | 8,466 | 314 | 237 | 514 | N/A |
| 12/31/2022 | 8,849 | 447 | 257 | 579 | N/A |
| 9/30/2022 | 9,063 | 523 | 264 | 563 | N/A |
| 6/30/2022 | 9,277 | 599 | 272 | 548 | N/A |
| 3/31/2022 | 8,508 | 514 | 198 | 409 | N/A |
| 12/31/2021 | 7,740 | 430 | 124 | 271 | N/A |
| 9/30/2021 | 6,833 | 330 | 62 | 200 | N/A |
| 6/30/2021 | 5,927 | 229 | 0 | 129 | N/A |
| 3/31/2021 | 5,294 | 54 | -3 | 124 | N/A |
| 12/31/2020 | 4,662 | -121 | -6 | 118 | N/A |
| 9/30/2020 | 4,790 | -193 | -106 | 26 | N/A |
| 6/30/2020 | 4,919 | -265 | -206 | -65 | N/A |
| 3/31/2020 | 5,473 | -140 | N/A | 120 | N/A |
| 12/31/2019 | 6,027 | -15 | N/A | 306 | N/A |
| 9/30/2019 | 6,339 | 69 | N/A | 333 | N/A |
| 6/30/2019 | 6,652 | 153 | N/A | 360 | N/A |
| 3/31/2019 | 6,735 | 171 | N/A | 251 | N/A |
| 12/31/2018 | 6,817 | 189 | N/A | 141 | N/A |
| 9/30/2018 | 6,639 | 196 | N/A | 197 | N/A |
| 6/30/2018 | 6,460 | 204 | N/A | 252 | N/A |
| 3/31/2018 | 6,072 | 209 | N/A | 268 | N/A |
| 12/31/2017 | 5,683 | 215 | N/A | 284 | N/A |
| 9/30/2017 | 5,387 | 209 | N/A | 275 | N/A |
| 6/30/2017 | 5,091 | 204 | N/A | 266 | N/A |
| 3/31/2017 | 4,863 | 159 | N/A | 186 | N/A |
| 12/31/2016 | 4,634 | 114 | N/A | 106 | N/A |
| 9/30/2016 | 4,649 | -51 | N/A | 119 | N/A |
| 6/30/2016 | 4,664 | -216 | N/A | 131 | N/A |
| 12/31/2015 | 5,375 | -219 | N/A | 384 | N/A |
| 9/30/2015 | 5,852 | -55 | N/A | 341 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de SGM ( 7.5% par an) est supérieure au taux d'épargne ( 3.8% ).
Bénéfices vs marché: Les bénéfices de SGM ( 7.5% par an) devraient croître plus lentement que le marché Australian ( 11.1% par an).
Croissance élevée des bénéfices: Les bénéfices de SGM devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de SGM ( 2.9% par an) devrait croître plus lentement que le marché de Australian ( 5.2% par an).
Croissance élevée des revenus: Le chiffre d'affaires de SGM ( 2.9% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de SGM devrait être faible dans 3 ans ( 11 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/12 18:09 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2026/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Sims Limited est couverte par 24 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Brook Campbell-Crawford | Barrenjoey Markets Pty Limited |
| Sam Haddad | Bell Potter |
| Chen Jiang | BofA Global Research |