Glencore (GLEN) Aperçu de l'action
Glencore plc se consacre à la production, au raffinage, au traitement, au stockage, au transport et à la commercialisation de métaux et de minéraux, ainsi que de produits énergétiques en Amérique, en Europe, en Asie, en Afrique et en Océanie. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 3/6 |
| Performances passées | 2/6 |
| Santé financière | 2/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
GLEN Community Fair Values
Create NarrativeSee what 189 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Materials opportunity
ST
Fair Value from
CA$5.0768.0% sous-évalué décote intrinsèque
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.
Read full narrativeGlencore plc Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | UK£5.63 |
| Plus haut sur 52 semaines | UK£5.78 |
| Plus bas sur 52 semaines | UK£2.62 |
| Bêta | 0.53 |
| Variation sur 1 mois | -0.44% |
| Variation sur 3 mois | 13.45% |
| Variation sur 1 an | 110.42% |
| Variation sur 3 ans | 28.82% |
| Variation sur 5 ans | 73.21% |
| Évolution depuis l'introduction en bourse | 6.26% |
Nouvelles et mises à jour récentes
Mise à jour de l'analyse • Apr 27
GLEN: Fair Outlook Balances Ended Megamerger Talks With Evolving Earnings Expectations
Glencore's analyst price target has been lifted by £0.13. Analysts point to updated assumptions for slightly higher revenue growth, a modestly higher fair value estimate and a somewhat richer future P/E multiple as key drivers of the change.Mise à jour de l'analyse • Apr 12
GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations
The analyst price target for Glencore has been revised higher, with recent moves such as Morgan Stanley’s £0.40 increase and several other target lifts pointing to analysts factoring in slightly stronger revenue growth, modestly higher profit margins and a marginally richer future P/E assumption, despite a higher discount rate. Analyst Commentary Recent research on Glencore shows a mix of optimism and caution, with several target changes and rating adjustments reflecting differing views on how execution, commodity exposure and capital allocation might influence the share price over time.Mise à jour de l'analyse • Mar 28
GLEN: Fair Outlook Balances Ended Megamerger Talks And Evolving Earnings Expectations
Glencore's analyst price target has shifted within a relatively tight range, with moves such as JPMorgan trimming its view to £4.60 and Berenberg nudging its target to £6.00. Analysts are reassessing fair value using slightly lower discount rates, modestly different revenue growth assumptions, and small adjustments to expected profit margins and future P/E.Recent updates
Mise à jour de l'analyse • Apr 27
GLEN: Fair Outlook Balances Ended Megamerger Talks With Evolving Earnings Expectations
Glencore's analyst price target has been lifted by £0.13. Analysts point to updated assumptions for slightly higher revenue growth, a modestly higher fair value estimate and a somewhat richer future P/E multiple as key drivers of the change.Mise à jour de l'analyse • Apr 12
GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations
The analyst price target for Glencore has been revised higher, with recent moves such as Morgan Stanley’s £0.40 increase and several other target lifts pointing to analysts factoring in slightly stronger revenue growth, modestly higher profit margins and a marginally richer future P/E assumption, despite a higher discount rate. Analyst Commentary Recent research on Glencore shows a mix of optimism and caution, with several target changes and rating adjustments reflecting differing views on how execution, commodity exposure and capital allocation might influence the share price over time.Mise à jour de l'analyse • Mar 28
GLEN: Fair Outlook Balances Ended Megamerger Talks And Evolving Earnings Expectations
Glencore's analyst price target has shifted within a relatively tight range, with moves such as JPMorgan trimming its view to £4.60 and Berenberg nudging its target to £6.00. Analysts are reassessing fair value using slightly lower discount rates, modestly different revenue growth assumptions, and small adjustments to expected profit margins and future P/E.Mise à jour de l'analyse • Mar 12
GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations
Glencore's updated analyst price target edges lower to £4.60, reflecting a mix of recent target cuts and raises as analysts factor in slightly higher discount rates, modestly softer revenue growth and profit margin assumptions, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Glencore shows a split in views, with some high profile firms lifting their targets and others turning more cautious.Mise à jour de l'analyse • Feb 26
GLEN: Fair Outlook Balances Ended Megamerger Talks With Refined Earnings Assumptions
Analysts have lifted their price target on Glencore to £5.50 per share from £5.25, citing updated assumptions around fair value, revenue growth, discount rate and future P/E that together support a modestly higher valuation. Analyst Commentary Recent Street research on Glencore has been active, with several major banks updating their price targets and ratings in quick succession.Mise à jour de l'analyse • Feb 10
GLEN: Fair Outlook Weighs Ended Megamerger Talks Against Evolving Earnings Power
Analysts have lifted their Glencore price targets, citing updated assumptions that show fair value at 5.30, slightly higher discount rates at 9.03%, and modest adjustments to revenue growth, profit margin and future P/E expectations. Analyst Commentary Recent research on Glencore shows active debate around where fair value sits, with several price target changes and at least one downgrade shaping a mixed picture.Mise à jour de l'analyse • Jan 27
GLEN: Fair Outlook Sees Megamerger Talks And Smelter Closure Reshape Risk Balance
Analysts have lifted their price targets on Glencore, with recent increases to £4.80 and £4.40 per share supporting a higher fair value estimate and slightly adjusted assumptions for the discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts who set price targets at £4.80 and £4.40 per share are signaling confidence that their fair value assumptions support share levels above recent trading ranges.Article d'analyse • Jan 14
Glencore plc's (LON:GLEN) Shares Bounce 25% But Its Business Still Trails The Industry
Despite an already strong run, Glencore plc ( LON:GLEN ) shares have been powering on, with a gain of 25% in the last...Mise à jour de l'analyse • Jan 12
GLEN: Fair Outlook Balances Megamerger Talks With Mixed Production And Asset Closures
Narrative update Analysts have lifted their price targets on Glencore to a range of £4.40 to £4.80, supported by refreshed models that reflect adjusted discount rates, updated revenue growth assumptions and a slightly higher future P/E multiple. Analyst Commentary Recent research on Glencore points to a tighter cluster of price targets in the £4.40 to £4.80 range, as bullish analysts refresh their models and refine assumptions on earnings and valuation multiples.Mise à jour de l'analyse • Dec 15
GLEN: Higher Share Price Is Expected To Follow Clear Operational Delivery
Our Glencore analyst price target has been raised modestly, reflecting incremental fair value and profit margin upside as analysts highlight a series of upward target revisions, including moves to 400 GBp and 440 GBp, despite only slightly higher discount rate assumptions and tempered revenue growth expectations. Analyst Commentary Recent research updates on Glencore point to a broadly constructive stance on the shares, with multiple upward revisions to sterling based price targets partially offset by a more cautious view on near term execution risk.Mise à jour de l'analyse • Nov 30
GLEN: Higher Price Expectations Will Depend On Delivering Key Operational Improvements
The analyst consensus price target for Glencore has increased from 400 GBp to 440 GBp, as analysts cite improved valuation metrics and ongoing strength in the company’s fundamentals. Analyst Commentary Recent analyst reports have highlighted both positive developments and ongoing challenges regarding Glencore's outlook.Article d'analyse • Nov 19
Calculating The Fair Value Of Glencore plc (LON:GLEN)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Glencore fair value estimate is UK£3.67 Glencore's UK£3.56...Mise à jour de l'analyse • Nov 16
GLEN: Operational Delivery And Project Updates Will Shape Outlook Amid Market Caution
The consensus analyst price target for Glencore has been increased from £3.70 to £4.00, reflecting cautious optimism from analysts based on slightly higher valuations and the expectation of improved operational delivery. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Glencore's outlook.Mise à jour de l'analyse • Nov 02
GLEN: Operational Delivery And Asset Quality Will Shape Near-Term Performance
Glencore's analyst price target has been raised, increasing from £3.93 to £4.00 per share. Analysts cite improved market outlook and expectations for operational delivery, despite a marginal downgrade in projected growth and profit margins.Mise à jour de l'analyse • Oct 18
Normalized Copper Production And Argentina Projects Will Shape Future Success
Glencore's analyst price target has been raised, with consensus estimates increasing to 400 GBp from 370 GBp. Analysts cite improved profit margins and the company's strong operational outlook despite recent calls for further delivery. Analyst Commentary Analyst sentiment towards Glencore remains mixed following the company’s recent target price revisions and ratings changes.Mise à jour de l'analyse • Oct 04
Normalized Copper Production And Argentina Projects Will Shape Future Success
Glencore's analyst price target has increased to £3.77 from £3.66 per share, as analysts cite improved revenue growth and stronger profit margins as key factors supporting the revised valuation. Analyst Commentary Recent street research highlights a mix of both optimism and caution regarding Glencore's near-term performance and valuation.Mise à jour de l'analyse • Sep 19
Normalized Copper Production And Argentina Projects Will Shape Future Success
Glencore’s consensus price target has edged lower to £3.66 as analysts react to near-term free cash flow pressure from coal price weakness and commodity market volatility, though confidence in the company’s diversified assets and long-term positioning has limited the downward revision. Analyst Commentary Analysts cite near-term pressure on Glencore's free cash flow due to weakness in coal prices, leading to more cautious stances.Mise à jour de l'analyse • Sep 04
Normalized Copper Production And Argentina Projects Will Shape Future Success
Despite near-term concerns over coal price weakness and commodity volatility, analysts remain divided on Glencore, with operational resilience and medium-term prospects balancing cautious views and leaving the consensus price target unchanged at £3.71. Analyst Commentary Bearish analysts highlight near-term pressure on Glencore's free cash flow resulting from weakness in coal prices.Article d'analyse • Jul 07
Investors Continue Waiting On Sidelines For Glencore plc (LON:GLEN)
With a price-to-sales (or "P/S") ratio of 0.2x Glencore plc ( LON:GLEN ) may be sending bullish signals at the moment...Article d'analyse • Jun 16
Glencore (LON:GLEN) Is Doing The Right Things To Multiply Its Share Price
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Article d'analyse • May 11
Is There An Opportunity With Glencore plc's (LON:GLEN) 26% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Glencore fair value estimate is UK£3.42 Current share price of...
Nouvelle analyse • Apr 22
Integration Of EVR And Rising Copper Output Will Drive Success
Integration of coal assets and supply discipline could drive earnings via synergies, cost reductions, and potentially higher pricing, boosting margins and revenues.Rendement pour les actionnaires
| GLEN | GB Metals and Mining | GB Marché | |
|---|---|---|---|
| 7D | 0.04% | 4.8% | -0.8% |
| 1Y | 110.4% | 93.3% | 19.7% |
Rendement vs Industrie: GLEN a dépassé le secteur UK Metals and Mining qui a rapporté 93.3 % au cours de l'année écoulée.
Rendement vs marché: GLEN a dépassé le marché UK qui a rapporté 19.7 % au cours de l'année écoulée.
Volatilité des prix
| GLEN volatility | |
|---|---|
| GLEN Average Weekly Movement | 3.4% |
| Metals and Mining Industry Average Movement | 9.2% |
| Market Average Movement | 5.6% |
| 10% most volatile stocks in GB Market | 11.6% |
| 10% least volatile stocks in GB Market | 3.1% |
Cours de l'action stable: GLEN n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché UK.
Volatilité au fil du temps: La volatilité hebdomadaire de GLEN ( 3% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1974 | 80,423 | Gary Nagle | www.glencore.com |
Glencore plc se consacre à la production, au raffinage, au traitement, au stockage, au transport et à la commercialisation de métaux et de minéraux, ainsi que de produits énergétiques en Amérique, en Europe, en Asie, en Afrique et en Océanie. L'entreprise opère dans deux segments : les activités de marketing et les activités industrielles. Elle produit et commercialise du cuivre, du cobalt, du plomb, du nickel, du zinc, du minerai de chrome, du ferrochrome, du vanadium, de l'aluminium, de l'alumine et du minerai de fer, ainsi que du charbon, du pétrole brut, des produits raffinés et du gaz naturel, et s'occupe de l'exploration et de la production pétrolières, du raffinage et de la distribution.
Glencore plc Résumé des fondamentaux
| GLEN statistiques fondamentales | |
|---|---|
| Capitalisation boursière | UK£65.98b |
| Bénéfices(TTM) | UK£266.36m |
| Recettes(TTM) | UK£181.64b |
247.7x
Ratio P/E0.4x
Ratio P/SLe site GLEN est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| GLEN compte de résultat (TTM) | |
|---|---|
| Recettes | US$247.54b |
| Coût des recettes | US$241.41b |
| Marge brute | US$6.12b |
| Autres dépenses | US$5.76b |
| Les revenus | US$363.00m |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
Aug 05, 2026
| Résultat par action (EPS) | 0.031 |
| Marge brute | 2.47% |
| Marge bénéficiaire nette | 0.15% |
| Ratio dettes/capitaux propres | 119.7% |
Quelles ont été les performances à long terme de GLEN?
Voir les performances historiques et les comparaisonsDividendes
2.2%
Rendement actuel des dividendes559%
Ratio de distributionLe site GLEN verse-t-il des dividendes fiables ?
Voir GLEN l'historique des dividendes et les indices de référence| Glencore dates des dividendes | |
|---|---|
| Date ex-dividende | May 07 2026 |
| Date de paiement du dividende | Jun 03 2026 |
| Jours jusqu'au dividende Ex | 4 days |
| Jours jusqu'à la date de paiement du dividende | 23 days |
Le site GLEN verse-t-il des dividendes fiables ?
Voir GLEN 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 | 2026/05/11 06:00 |
| Cours de l'action en fin de journée | 2026/05/08 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
Glencore plc est couverte par 33 analystes. 16 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 |
|---|---|
| Wade Napier | Avior Capital Markets |
| David Simon Butler | Barclays |
| Izak Rossouw | Barclays |