Fresnillo (FRES) Aperçu de l'action
Fresnillo plc exploite, développe et produit des minéraux non ferreux au Mexique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 4/6 |
| Performances passées | 6/6 |
| Santé financière | 6/6 |
| Dividendes | 4/6 |
FRES Community Fair Values
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Analyst Price Targets
Top Community Narratives
UK£35
FV
7.5% sous-évalué décote intrinsèque46.11%
Revenue growth p.a.
423
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Fresnillo plc Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | UK£32.36 |
| Plus haut sur 52 semaines | UK£44.72 |
| Plus bas sur 52 semaines | UK£10.84 |
| Bêta | 0.75 |
| Variation sur 1 mois | -3.98% |
| Variation sur 3 mois | -18.61% |
| Variation sur 1 an | 185.61% |
| Variation sur 3 ans | 393.29% |
| Variation sur 5 ans | 260.52% |
| Évolution depuis l'introduction en bourse | 522.31% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...
Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Rendement pour les actionnaires
| FRES | GB Metals and Mining | GB Marché | |
|---|---|---|---|
| 7D | -3.0% | -0.08% | 2.5% |
| 1Y | 185.6% | 86.0% | 19.4% |
Rendement vs Industrie: FRES a dépassé le secteur UK Metals and Mining qui a rapporté 86 % au cours de l'année écoulée.
Rendement vs marché: FRES a dépassé le marché UK qui a rapporté 19.4 % au cours de l'année écoulée.
Volatilité des prix
| FRES volatility | |
|---|---|
| FRES Average Weekly Movement | 9.5% |
| Metals and Mining Industry Average Movement | 9.2% |
| Market Average Movement | 5.7% |
| 10% most volatile stocks in GB Market | 12.0% |
| 10% least volatile stocks in GB Market | 3.0% |
Cours de l'action stable: Le cours de l'action de FRES a été volatil au cours des 3 derniers mois par rapport au marché UK.
Volatilité au fil du temps: La volatilité hebdomadaire de FRES ( 10% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de UK.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1887 | 7,177 | Octavio Alvidrez | www.fresnilloplc.com |
Fresnillo plc exploite, développe et produit des minéraux non ferreux au Mexique. Elle exerce ses activités par l'intermédiaire de sept segments : Fresnillo, Saucito, Ciénega, Herradura, Noche Buena, San Julián et Juanicipio. La société explore principalement les concentrés d'argent, d'or, de plomb et de zinc.
Fresnillo plc Résumé des fondamentaux
| FRES statistiques fondamentales | |
|---|---|
| Capitalisation boursière | UK£23.85b |
| Bénéfices(TTM) | UK£1.03b |
| Recettes(TTM) | UK£3.39b |
23.2x
Ratio P/E7.0x
Ratio P/SLe site FRES est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| FRES compte de résultat (TTM) | |
|---|---|
| Recettes | US$4.56b |
| Coût des recettes | US$1.90b |
| Marge brute | US$2.66b |
| Autres dépenses | US$1.27b |
| Les revenus | US$1.38b |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 1.88 |
| Marge brute | 58.27% |
| Marge bénéficiaire nette | 30.34% |
| Ratio dettes/capitaux propres | 16.6% |
Quelles ont été les performances à long terme de FRES?
Voir les performances historiques et les comparaisonsDividendes
3.0%
Rendement actuel des dividendes69%
Ratio de distributionLe site FRES verse-t-il des dividendes fiables ?
Voir FRES l'historique des dividendes et les indices de référence| Fresnillo dates des dividendes | |
|---|---|
| Date ex-dividende | Apr 23 2026 |
| Date de paiement du dividende | May 29 2026 |
| Jours jusqu'au dividende Ex | 32 days |
| Jours jusqu'à la date de paiement du dividende | 4 days |
Le site FRES verse-t-il des dividendes fiables ?
Voir FRES l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/24 11:16 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale 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
Fresnillo plc est couverte par 28 analystes. 11 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 |
|---|---|
| David Simon Butler | Barclays |
| Amos Fletcher | Barclays |
| Richard Hatch | Berenberg |