Ivanhoe Mines Ltd.

Report azionario TSX:IVN

Capitalizzazione di mercato: CA$16.1b

Ivanhoe Mines Performance degli utili passati

Criteri Il passato verificati 2/6

Ivanhoe Mines ha registrato una crescita degli utili a un tasso medio annuo di 16.4%, mentre il settore Metals and Mining ha registrato utili in crescita a un tasso medio annuo di 18.6%. I ricavi sono stati in crescita a un tasso medio annuo di 93.2%. Il ritorno sul capitale proprio di Ivanhoe Mines è 1.8% e ha margini netti di 24.9%.

Informazioni chiave

16.40%

Tasso di crescita degli utili

14.04%

Tasso di crescita dell'EPS

Metals and Mining Crescita del settore27.39%
Tasso di crescita dei ricavi93.25%
Rendimento del capitale proprio1.82%
Margine netto24.86%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi May 13

Ivanhoe Mines' (TSE:IVN) Weak Earnings May Only Reveal A Part Of The Whole Picture

Despite Ivanhoe Mines Ltd.'s ( TSE:IVN ) recent earnings report having lackluster headline numbers, the market...

Recent updates

Articolo di analisi May 13

Ivanhoe Mines' (TSE:IVN) Weak Earnings May Only Reveal A Part Of The Whole Picture

Despite Ivanhoe Mines Ltd.'s ( TSE:IVN ) recent earnings report having lackluster headline numbers, the market...
Aggiornamento della narrazione May 04

IVN: Future Copper Output Will Improve As Key Mine Plan Resets

Ivanhoe Mines' updated analyst price target has shifted lower by roughly CA$3.80, as analysts incorporate higher discount rates and more measured assumptions for fair value, revenue growth, profit margins and future P/E into their models following a mix of price target cuts, downgrades and one recent upward revision. Analyst Commentary Recent research on Ivanhoe Mines has been active, with multiple price target changes and rating adjustments clustered over a short period.
Aggiornamento della narrazione Apr 20

IVN: Long Life Copper Projects Will Support Future Cash Flow Expansion

The Street’s average fair value estimate for Ivanhoe Mines has edged down by CA$0.36 as analysts trim price targets in response to higher life of mine cost assumptions and slightly lower projected revenue growth, even as modeled profit margins and future P/E inputs remain supportive in their frameworks. Analyst Commentary Street research on Ivanhoe Mines in recent months has leaned toward more cautious price targets and several downgrades, primarily tied to higher life of mine cost and capex assumptions at key projects.
Aggiornamento della narrazione Apr 05

IVN: Long Life Copper Assets Will Support Future Cash Flow Expansion

The analyst fair value estimate for Ivanhoe Mines has moved from CA$23.89 to CA$19.04. This reflects a series of lower Street price targets and downgrades as analysts factor in higher life of mine operating costs, increased capex at Kamoa Kakula, and updated assumptions for growth, margins and future P/E.
Aggiornamento della narrazione Mar 21

IVN: Long Term Copper Projects Will Support Future Cash Flow Expansion

Ivanhoe Mines' updated analyst price target has been trimmed slightly to CA$23.89 from CA$23.91, as analysts factor in higher life of mine operating costs and capex at Kamoa Kakula, alongside a mix of recent target cuts and raises across the Street. Analyst Commentary Recent Street research on Ivanhoe Mines presents a mixed picture, with some firms pulling back on targets and ratings, while others continue to see upside potential tied to project execution and long term growth prospects at Kamoa Kakula.
Nuova narrazione Mar 20

A case for Ivanhoe Mines Ltd hitting C$55 by 2031. If the S&P doesn't crash we could be seeing twice that figure!

Ivanhoe Mines Ltd. (TSX:IVN) Stock Analysis – March 2026 (as of latest 2025 AFS and Q4 updates) Ivanhoe is a Tier-1 copper/PGM/zinc developer-producer with world-class assets: Kamoa-Kakula (world’s highest-grade large-scale copper complex, DRC; Ivanhoe effective 39.6% via Zijin JV), Platreef (one of the world’s largest/lowest-cost PGM-Ni-Cu-Au-Rh mines, South Africa; Ivanhoe 64%), and Kipushi (ultra-high-grade zinc-copper-germanium, DRC; Ivanhoe ~62-68%).
Aggiornamento della narrazione Mar 07

IVN: Long Term Copper Projects Will Support Future Cash Flow Expansion

The updated analyst price target for Ivanhoe Mines now sits at about CA$23.91, reflecting a small reduction of roughly CA$0.08 as analysts factor in higher discount rates, more conservative profit margins, and revised long term P/E expectations, even as they incorporate higher projected revenue growth into their models. Analyst Commentary Recent Street research on Ivanhoe Mines shows a mix of caution and optimism, with some firms trimming price targets and others lifting theirs.
Aggiornamento della narrazione Feb 21

IVN: Rising Metals Assumptions Will Support Long Term Copper Output Expansion

Ivanhoe Mines' updated analyst price target edges higher to CA$23.99 from CA$23.80. This reflects analysts' mixed adjustments to revenue growth, margins, future P/E assumptions and recent research that includes both higher cost expectations and refreshed price targets across the Street.
Aggiornamento della narrazione Feb 06

IVN: Higher Metals Price Assumptions Will Support Multi Year Copper Production Ramp

Narrative Update The analyst price target for Ivanhoe Mines has been lifted by about $0.94, with analysts pointing to refreshed sector price forecasts, an updated fair value of $23.80, a slightly higher discount rate of 7.48% and a modestly higher future P/E of 35.06x as key drivers of the change. Analyst Commentary Recent Street research on Ivanhoe Mines has leaned positive, with several bullish analysts lifting their price targets and pointing to refreshed sector assumptions to support higher valuation levels.
Aggiornamento della narrazione Jan 23

IVN: Higher Metals Price Assumptions Will Support Major Copper Production Ramp

Analysts have lifted their price targets on Ivanhoe Mines by roughly C$3 to reflect updated fair value estimates of about $22.86 versus $20.66 previously, citing refreshed metals price forecasts and a mixed macro backdrop, with softer Chinese demand but potential offset from recovering demand in the U.S. and Europe. Analyst Commentary Bullish analysts are framing the recent price target moves as a reset of fair value that better reflects updated metals price assumptions and Ivanhoe Mines' project portfolio.
Aggiornamento della narrazione Jan 08

IVN: Future Copper Output Will Strengthen As Kamoa Kakula Expansion Advances

Narrative Update The analyst price target for Ivanhoe Mines has moved modestly higher to $18.03 from $17.95, as analysts factor in refreshed sector price forecasts, a slightly lower discount rate, marginally higher revenue growth and profit margin assumptions, and updated P/E expectations against a mixed global demand backdrop. Analyst Commentary Recent Street research on Ivanhoe Mines points to a generally constructive tone, with price targets refreshed and some macro risks still front of mind for investors.
Articolo di analisi Dec 24

After Leaping 27% Ivanhoe Mines Ltd. (TSE:IVN) Shares Are Not Flying Under The Radar

Ivanhoe Mines Ltd. ( TSE:IVN ) shareholders would be excited to see that the share price has had a great month, posting...
Aggiornamento della narrazione Dec 15

IVN: Future Copper Output Will Accelerate As High-Grade Kamoa-Kakula Ramps Up

Analysts modestly trim our fair value estimate for Ivanhoe Mines to $17.95 from $18.55 even as Street price targets move higher, reflecting slightly higher discount rates and narrower long term margin assumptions, alongside optimism about improved copper pricing and production growth. Analyst Commentary Recent Street research has been broadly constructive on Ivanhoe Mines, with multiple bullish analysts lifting price targets in both U.S. dollar and Canadian dollar terms while reiterating positive ratings.
Aggiornamento della narrazione Dec 01

IVN: Copper Output Will Accelerate Following Ramp-Up At High-Grade Kamoa-Kakula

Ivanhoe Mines’ analyst price target has recently inched higher, with the fair value estimate rising from $18.40 to $18.55. Analysts cite improved copper output expectations and higher commodity price forecasts as reasons for the increase.
Aggiornamento della narrazione Nov 17

IVN: Copper Price Surge And Operational Recovery Will Support 2027 Output Expansion

Ivanhoe Mines' analyst price target has seen an upward revision. The consensus has moved higher by several Canadian dollars as analysts cite improving copper price forecasts and increased comfort with the operational outlook following recent site visits.
Articolo di analisi Nov 02

Ivanhoe Mines Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Ivanhoe Mines Ltd. ( TSE:IVN ) shareholders are probably feeling a little disappointed, since its shares fell 5.4% to...
Aggiornamento della narrazione Nov 01

IVN: Higher Copper Production Will Drive Earnings And Performance In 2025

The analyst price target for Ivanhoe Mines has increased from C$18.05 to C$18.43. Analysts cite improved confidence in operational resilience and stronger profit margins as key drivers of this upward revision.
Aggiornamento della narrazione Oct 18

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

The consensus analyst price target for Ivanhoe Mines has increased from C$16.73 to C$18.05. This change reflects improved outlooks for copper prices and operational performance according to recent analyst updates.
Aggiornamento della narrazione Oct 04

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

The average analyst price target for Ivanhoe Mines has been raised from approximately C$15.57 to C$16.73. This change reflects increased optimism from analysts following recent site visits and improved confidence in the company's operational outlook.
Aggiornamento della narrazione Sep 19

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

Ivanhoe Mines' consensus price target was modestly raised to CA$15.57, reflecting improved outlooks for gold and copper prices, heightened confidence in asset execution, and strengthened sentiment for commodity-linked equities. Analyst Commentary Bullish analysts cite gold's relative upside potential, forecasting a tactical gold price of $3,800/oz within 6–12 months, which is expected to benefit gold equities like Ivanhoe Mines.
Aggiornamento della narrazione Sep 04

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

Despite ongoing bullishness from analysts on gold equities, higher commodity price assumptions, and robust copper demand projections, Ivanhoe Mines’ consensus analyst price target saw only a marginal reduction from CA$15.45 to CA$15.33. Analyst Commentary Bullish analysts cite strong upside for gold equities, with the view that gold stocks could significantly outperform gold itself and the broader S&P 500 within the next 6-12 months.
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Nuova narrazione Jun 15

Kamoa-Kakula And Platreef Ramp-Ups Will Secure Future Copper Supply

Substantial copper production growth, margin expansion, and revenue gains are expected from operational improvements, stable power, and major project ramp-ups at key mining sites.

Ripartizione dei ricavi e delle spese

Come Ivanhoe Mines guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

TSX:IVN Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 265301321070
31 Dec 25442262840
30 Sep 253443061030
30 Jun 252153911150
31 Mar 251184231230
31 Dec 24412281330
30 Sep 2401571360
30 Jun 2401511240
31 Mar 2401671110
31 Dec 230319960
30 Sep 230333760
30 Jun 230247730
31 Mar 230471770
31 Dec 220411860
30 Sep 220415970
30 Jun 2204781050
31 Mar 220581100
31 Dec 210551030
30 Sep 2104950
30 Jun 210-87880
31 Mar 21013810
31 Dec 200-20880
30 Sep 200-8810
30 Jun 200-4740
31 Mar 2004660
31 Dec 19019500
30 Sep 19052470
30 Jun 19048440
31 Mar 19038420
31 Dec 18026400
30 Sep 180183440
30 Jun 180174520
31 Mar 180171570
31 Dec 170170640
30 Sep 170-40600
30 Jun 170-38580
31 Mar 170-35550
31 Dec 160-32530
30 Sep 160708550
30 Jun 160705530
31 Mar 160705550
31 Dec 150696570
30 Sep 150-56710

Guadagni di qualità: IVN ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di IVN (24.9%) sono inferiori rispetto allo scorso anno .


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di IVN sono cresciuti del 16.4% all'anno negli ultimi 5 anni.

Accelerare la crescita: IVN ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: IVN ha avuto una crescita negativa degli utili ( -68.9% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Metals and Mining ( 122% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 1.8% ) di IVN è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 16:37
Prezzo dell'azione a fine giornata2026/05/20 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

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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

Ivanhoe Mines Ltd. è coperta da 28 analisti. 8 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
Paul Joseph GaitBernstein
Andrew MikitchookBMO Capital Markets Equity Research
Alexander Robert PearceBMO Capital Markets Equity Research