Fresnillo (FRES) Panoramica del titolo
Fresnillo plc estrae, sviluppa e produce minerali non ferrosi in Messico. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 6/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 4/6 |
FRES Community Fair Values
Create NarrativeSee what 41 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
UK£35
FV
7.0% sottovalutato sconto intrinseco46.11%
Revenue growth p.a.
408
users have viewed this narrative2users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
Materials opportunity
ST
Fair Value from
CA$5.0768.0% sottovalutato sconto intrinseco
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 narrativeConcorrenti di Fresnillo plc
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | UK£32.55 |
| Massimo di 52 settimane | UK£44.72 |
| Minimo di 52 settimane | UK£9.63 |
| Beta | 0.78 |
| Variazione di 1 mese | -5.27% |
| Variazione a 3 mesi | -11.26% |
| Variazione di 1 anno | 220.69% |
| Variazione a 3 anni | 345.89% |
| Variazione a 5 anni | 257.30% |
| Variazione dall'IPO | 525.96% |
Notizie e aggiornamenti recenti
Recent updates
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.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.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.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.Fresnillo plc (LON:FRES) Looks Just Right With A 28% Price Jump
Jan 16
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.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.These 4 Measures Indicate That Fresnillo (LON:FRES) Is Using Debt Safely
Dec 23FRES: 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.Fresnillo plc (LON:FRES) Looks Just Right With A 27% Price Jump
Dec 02FRES: 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.Here's Why We Think Fresnillo (LON:FRES) Is Well Worth Watching
Nov 20FRES: 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.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.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.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.Is Fresnillo (LON:FRES) Using Too Much Debt?
Sep 18Exploration 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.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.After Leaping 26% Fresnillo plc (LON:FRES) Shares Are Not Flying Under The Radar
Aug 28Exploration 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.If EPS Growth Is Important To You, Fresnillo (LON:FRES) Presents An Opportunity
Aug 06There's Reason For Concern Over Fresnillo plc's (LON:FRES) Massive 37% Price Jump
Jun 20There Could Be A Chance Fresnillo plc's (LON:FRES) CEO Will Have Their Compensation Increased
May 13
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.Rendimenti per gli azionisti
| FRES | GB Metals and Mining | GB Mercato | |
|---|---|---|---|
| 7D | -3.4% | -0.9% | -0.1% |
| 1Y | 220.7% | 84.9% | 19.6% |
Ritorno vs Industria: FRES ha superato il UK Metals and Mining che ha restituito 84.9 % nell'ultimo anno.
Rendimento vs Mercato: FRES ha superato il mercato UK che ha restituito 19.6 % nell'ultimo anno.
Volatilità dei prezzi
| FRES volatility | |
|---|---|
| FRES Average Weekly Movement | 8.6% |
| Metals and Mining Industry Average Movement | 9.5% |
| Market Average Movement | 5.5% |
| 10% most volatile stocks in GB Market | 11.4% |
| 10% least volatile stocks in GB Market | 3.2% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di FRES è stato volatile rispetto al mercato UK.
Volatilità nel tempo: La volatilità settimanale ( 9% ) di FRES è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni UK.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1887 | 7,177 | Octavio Alvidrez | www.fresnilloplc.com |
Fresnillo plc estrae, sviluppa e produce minerali non ferrosi in Messico. Opera attraverso sette segmenti: Fresnillo, Saucito, Ciénega, Herradura, Noche Buena, San Julián e Juanicipio. L'azienda si dedica principalmente alla ricerca di concentrati di argento, oro, piombo e zinco.
Fresnillo plc Riepilogo dei fondamenti
| FRES statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | UK£23.99b |
| Utili (TTM) | UK£1.02b |
| Ricavi(TTM) | UK£3.36b |
23.5x
Rapporto P/E7.1x
Rapporto P/SFRES è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| FRES Conto economico (TTM) | |
|---|---|
| Ricavi | US$4.56b |
| Costo del fatturato | US$1.90b |
| Profitto lordo | US$2.66b |
| Altre spese | US$1.27b |
| Utili | US$1.38b |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 1.88 |
| Margine lordo | 58.27% |
| Margine di profitto netto | 30.34% |
| Rapporto debito/patrimonio netto | 16.6% |
Come si è comportato FRES nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.9%
Rendimento attuale del dividendo69%
Rapporto di remunerazioneFRES paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di FRES| Fresnillo date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Apr 23 2026 |
| Data di pagamento dei dividendi | May 29 2026 |
| Giorni fino al dividendo Ex | 12 days |
| Giorni prima della data di pagamento dei dividendi | 24 days |
FRES paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di FRESAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/03 14:15 |
| Prezzo dell'azione a fine giornata | 2026/05/01 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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
Fresnillo plc è coperta da 28 analisti. 11 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.
| Analista | Istituzione |
|---|---|
| David Simon Butler | Barclays |
| Amos Fletcher | Barclays |
| Richard Hatch | Berenberg |