Discovery Croissance future
Future contrôle des critères 1/6
Discovery devrait augmenter ses bénéfices et son chiffre d'affaires de 14.7% et de 1.7% par an respectivement. Le BPA devrait croître de de 12.6% par an. Le rendement des capitaux propres devrait être 16.9% dans 3 ans.
Informations clés
14.7%
Taux de croissance des bénéfices
12.61%
Taux de croissance du BPA
| Insurance croissance des bénéfices | 12.1% |
| Taux de croissance des recettes | 1.7% |
| Rendement futur des capitaux propres | 16.87% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 23 Apr 2026 |
Mises à jour récentes de la croissance future
Recent updates
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.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.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...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.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).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.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.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.
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?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...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...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...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).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.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).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...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...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...
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.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 6/30/2028 | 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 |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de DSY ( 14.7% par an) est supérieure au taux d'épargne ( 9.8% ).
Bénéfices vs marché: Les bénéfices de DSY ( 14.7% par an) devraient croître plus lentement que le marché ZA ( 15.8% par an).
Croissance élevée des bénéfices: Les bénéfices de DSY devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de DSY ( 1.7% par an) devrait croître plus lentement que le marché de ZA ( 6.9% par an).
Croissance élevée des revenus: Le chiffre d'affaires de DSY ( 1.7% 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 DSY devrait être faible dans 3 ans ( 16.9 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/24 13:16 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/06/30 |
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 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
Discovery Limited est couverte par 16 analystes. 6 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 |
|---|---|
| Adrienne Damant | Avior Capital Markets |
| Robert Rice | Barclays |
| Linda Sun-Mattison | Bernstein |