CSN Mineração S.A.

Report azionario BOVESPA:CMIN3

Capitalizzazione di mercato: R$24.3b

CSN Mineração Crescita futura

Criteri Future verificati 1/6

Si prevede che gli utili di CSN Mineração diminuiranno a 2.3% all'anno, mentre si prevede che i suoi ricavi annuali cresceranno a 0.4% all'anno. Si prevede che l'EPS diminuirà di 16.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà 23.4% in 3 anni.

Informazioni chiave

-2.3%

Tasso di crescita degli utili

-16.67%

Tasso di crescita dell'EPS

Metals and Mining crescita degli utili21.3%
Tasso di crescita dei ricavi0.4%
Rendimento futuro del capitale proprio23.41%
Copertura analitica

Good

Ultimo aggiornamento15 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione May 04

CMIN3: Sharply Weaker Revenue And Margin Outlook Will Likely Cap Future Returns

Analysts have lifted their price target for CSN Mineração to R$4.00, citing updated assumptions that include a slightly lower discount rate, softer revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News CSN Mineração has scheduled a Special and Extraordinary Shareholders Meeting for April 16, 2026, at 11:00 SE Asia Standard Time, to be held exclusively via online meetings, with the location specified as Vietnam (Key Developments).
Aggiornamento della narrazione Apr 19

CMIN3: Online Meeting And Higher Discount Rate Will Shape Steady Outlook

Analysts have lowered their price target for CSN Mineração to around R$5.50 from about R$5.64, citing updated assumptions that include a higher discount rate, a shift to expectations of revenue decline, slightly lower profit margins, and a higher future P/E. What's in the News CSN Mineração scheduled a Special and Extraordinary Shareholders Meeting for April 16, 2026, at 11:00 SE Asia Standard Time (Key Developments) The meeting is planned to be held exclusively online rather than in person (Key Developments) The company lists the meeting location as Vietnam, which may be relevant if you usually follow Brazil-based corporate events (Key Developments) Valuation Changes Fair Value: revised slightly lower from R$5.64 to R$5.50 per share.
Aggiornamento della narrazione Apr 04

CMIN3: Projected Revenue Contraction Will Likely Restrain Long Term Share Performance

Analysts now see higher upside for CSN Mineração, lifting the fair value estimate from R$3.72 to R$3.87 as they factor in a higher expected profit margin and a slightly richer future P/E multiple, while also adjusting for a higher discount rate and a projected revenue contraction of 6.55%. What's in the News CSN Mineração has scheduled a Special and Extraordinary Shareholders Meeting for April 16, 2026, at 11:00 SE Asia Standard Time.
Aggiornamento della narrazione Mar 21

CMIN3: Updated Meeting Outlook Will Support Steady Margins And Required Return Assumptions

Analysts have raised their price target on CSN Mineração to R$5.64 from R$5.56, reflecting updated views on revenue growth, profit margins, a slightly lower discount rate, and a revised future P/E assumption. What's in the News CSN Mineração has scheduled a Special and Extraordinary Shareholders Meeting for April 16, 2026, at 11:00 SE Asia Standard Time, to be held exclusively by online meetings, with the location specified as Vietnam (Key Developments).
Aggiornamento della narrazione Mar 07

CMIN3: Analyst Day Insights Will Guide Stable Margins And Required Return Assumptions

Analysts have trimmed their price target on CSN Mineração slightly to R$5.56. This reflects updated assumptions for discount rate and future P/E, while revenue growth and profit margin expectations remain broadly unchanged.
Aggiornamento della narrazione Feb 21

CMIN3: Analyst Day Will Shape Margins P/E Expectations And Measured Return Profile

Analysts have inched up their price target on CSN Mineração to R$5.56 from R$5.54, citing slightly stronger assumed profit margins and a modestly lower future P/E multiple in their updated models. What's in the News CSN Mineração held an Analyst/Investor Day, giving the market an updated look at management's priorities and assumptions for the business (Key Developments).
Articolo di analisi Feb 11

These 4 Measures Indicate That CSN Mineração (BVMF:CMIN3) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Aggiornamento della narrazione Feb 06

CMIN3: Analyst Day Insights Will Guide Margins P/E And Return Balance

Analysts have nudged their price target for CSN Mineração slightly higher to reflect a modestly higher fair value estimate, a small adjustment to the discount rate and updated assumptions on revenue growth, profit margins and future P/E. What's in the News CSN Mineração held an Analyst/Investor Day, giving the market a focused update on its business and outlook for the company (Key Developments).
Aggiornamento della narrazione Jan 23

CMIN3: Updated Margins And P/E Assumptions Will Frame Balanced Return Outlook

The analyst price target for CSN Mineração has edged higher to US$5.50, with analysts pointing to slightly adjusted assumptions for revenue growth, profit margins and future P/E as the key drivers of the change. What's in the News CSN Mineração held an Analyst/Investor Day, giving the market a structured forum to hear management's latest views on the business and capital plans (Key Developments).
Articolo di analisi Jan 15

Returns On Capital Signal Tricky Times Ahead For CSN Mineração (BVMF:CMIN3)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Aggiornamento della narrazione Jan 09

CMIN3: Lower Future P/E Assumption Will Restrain Long-Term Share Performance

Analysts have reduced their fair value estimate for CSN Mineração from US$3.82 to US$3.72. This change reflects updated views on revenue growth assumptions, profit margins, and a lower future P/E multiple.
Aggiornamento della narrazione Dec 23

CMIN3: Higher Required Return Will Pressure Margins And Future Share Performance

Analysts have modestly raised their price target for CSN Mineração, now estimating fair value at roughly 3.82 dollars per share versus 3.50 dollars previously. They cite a higher required return and weaker margin outlook that is only partly offset by longer term earnings potential, despite a richer future earnings multiple.
Aggiornamento della narrazione Dec 09

CMIN3: Future Earnings Multiple And Margins Will Shape Balanced Return Outlook

Analysts have modestly raised their price target on CSN Mineração, reflecting improved expectations for revenue growth, slightly higher profit margins, and a lower projected future P/E multiple. Together, these factors support a fair value increase from approximately R$5.46 to about R$5.48 per share.
Aggiornamento della narrazione Nov 25

CMIN3: Higher Discount Rate And Lower Margins Will Limit Upside Potential

Analysts have slightly raised their price target for CSN Mineração from $5.39 to $5.46, citing revised forecasts that account for higher future valuation multiples. This comes despite more cautious estimates on revenue growth and profit margins.
Articolo di analisi Nov 23

CSN Mineração S.A.'s (BVMF:CMIN3) Share Price Not Quite Adding Up

CSN Mineração S.A.'s ( BVMF:CMIN3 ) price-to-earnings (or "P/E") ratio of 12.3x might make it look like a sell right...
Aggiornamento della narrazione Nov 05

CMIN3: Rising Discount Rate And Weak Margins Will Pressure Future Returns

Analysts have slightly lowered their price target for CSN Mineração from $5.42 to $5.39, citing reduced profit margin expectations and softer revenue growth forecasts as key factors in the adjustment. Valuation Changes Fair Value Estimate: Revised downward marginally from R$5.42 to R$5.39.
Articolo di analisi Oct 27

These 4 Measures Indicate That CSN Mineração (BVMF:CMIN3) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Aggiornamento della narrazione Oct 10

Slowing Chinese Demand Will Expose Iron Ore Valuation Risk

Analysts have raised their price target for CSN Mineração from $5.31 to $5.42, citing improved profit margin forecasts and a more optimistic outlook on the company's revenue trajectory. Valuation Changes Fair Value: Increased slightly from R$5.31 to R$5.42 per share.
Articolo di analisi Sep 30

There Are Reasons To Feel Uneasy About CSN Mineração's (BVMF:CMIN3) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Articolo di analisi Aug 08

Some May Be Optimistic About CSN Mineração's (BVMF:CMIN3) Earnings

BOVESPA:CMIN3 1 Year Share Price vs Fair Value Explore CSN Mineração's Fair Values from the Community and select yours...
Articolo di analisi Jul 31

CSN Mineração S.A.'s (BVMF:CMIN3) Share Price Could Signal Some Risk

With a median price-to-earnings (or "P/E") ratio of close to 9x in Brazil, you could be forgiven for feeling...
Articolo di analisi Jul 04

CSN Mineração (BVMF:CMIN3) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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Nuova narrazione Dec 11

Ballooning P15 CapEx And Weak Iron Ore Prices Will Erode Earnings And Net Margins

Increased capital expenditure for the P15 project may strain free cash flows and net margins due to heightened financing needs.

Previsioni di crescita degli utili e dei ricavi

BOVESPA:CMIN3 - Stime future degli analisti e dati finanziari passati (BRL Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202817,0062,242-2,119N/A8
12/31/202715,5332,295-3,118N/A10
12/31/202616,0492,477-2,128N/A11
3/31/202617,8182,229N/AN/AN/A
12/31/202518,0251,649N/AN/AN/A
9/30/202517,9252,4713,0895,228N/A
6/30/202516,7462,2215,6197,630N/A
3/31/202516,8973,6138,22510,127N/A
12/31/202416,4964,5289,99411,757N/A
9/30/202417,1793,8717,3158,876N/A
6/30/202418,0524,6246,3867,876N/A
3/31/202417,8773,6115,0256,468N/A
12/31/202318,8803,5696,8038,246N/A
9/30/202317,3463,0815,6916,900N/A
6/30/202315,2302,3954,3625,442N/A
3/31/202313,8952,7274,5405,679N/A
12/31/202213,2732,950-1,776-585N/A
9/30/202211,9452,783-2,091-731N/A
6/30/202212,2793,0731,1452,574N/A
3/31/202217,2934,7471,5633,056N/A
12/31/202119,0406,3717,7069,042N/A
9/30/202121,2417,00910,13511,265N/A
6/30/202122,4237,6738,0138,955N/A
3/31/202117,6075,9927,2257,868N/A
12/31/202013,7904,0315,1875,829N/A
9/30/202012,1143,4013,6934,301N/A
12/31/201911,4563,664N/A5,828N/A
12/31/20187,2331,062N/A1,641N/A
12/31/20175,501877N/A1,711N/A
12/31/20165,417663N/A618N/A
12/31/20151962,185N/A78N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che gli utili di CMIN3 diminuiranno nei prossimi 3 anni ( -2.3% all'anno).

Guadagni vs Mercato: Si prevede che gli utili di CMIN3 diminuiranno nei prossimi 3 anni ( -2.3% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di CMIN3 diminuiranno nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di CMIN3 ( 0.4% all'anno) crescerà più lentamente rispetto al mercato BR ( 6.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CMIN3 ( 0.4% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di CMIN3 sarà elevato tra 3 anni ( 23.4 %)


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/24 11:42
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

CSN Mineração S.A. è coperta da 16 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Mary Cleia da SilvaBB Banco de Investimento S.A.
Caio RibeiroBofA Global Research
Matheus MoreiraBradesco S.A. Corretora de Títulos e Valores Mobiliários