Fresnillo (FRES) Panoramica del titolo
Fresnillo plc estrae, sviluppa e produce minerali non ferrosi in Messico. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 6/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
FRES Community Fair Values
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Analyst Price Targets
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Fresnillo
16.8% sottovalutato sconto intrinseco
If silver reaches $100 per oz
View narrativeRO
Published 26 Sep 2024
Concorrenti di Fresnillo plc
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | UK£29.12 |
| Massimo di 52 settimane | UK£44.72 |
| Minimo di 52 settimane | UK£20.00 |
| Beta | 0.73 |
| Variazione di 1 mese | 1.11% |
| Variazione a 3 mesi | -10.78% |
| Variazione di 1 anno | 32.60% |
| Variazione a 3 anni | 402.94% |
| Variazione a 5 anni | 269.45% |
| Variazione dall'IPO | 460.00% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Sep 09
FRES: Higher Precious Metal Output And Dividend Support Will Drive Re Rating Potential
Analysts have trimmed the Fresnillo fair value estimate from £53.03 to £51.58, reflecting a series of reduced price targets and more cautious assumptions on revenue growth, profit margins and valuation after recent research updates from multiple banks. Analyst Commentary Recent research on Fresnillo shows a wide spread of views, with some analysts highlighting valuation risks and others still backing the stock with higher price targets and constructive ratings.
Aggiornamento narrativa • Aug 26
FRES: Lower Profitability Expectations Will Pressure Returns Despite Dividend Support
The updated analyst price target for Fresnillo moves to £21.82 from £20.86, as analysts factor in mixed expectations for margins, growth and valuation across recent Hold, Sector Perform, Equal Weight, Overweight, Buy and Underweight views. Analyst Commentary Recent research on Fresnillo shows a split in opinion, with some firms highlighting improving fundamentals while others flag valuation and execution risks.
Aggiornamento narrativa • Aug 12
FRES: Improving Fundamentals And Dividend Capacity Will Support Higher Future Multiple
The analyst fair value estimate for Fresnillo has moved from about £28.64 to about £33.30 as analysts factor in a mix of adjusted price targets across the Street, with expectations for improving fundamentals, changes in assumed revenue growth and margins, and a higher future P/E multiple. Analyst Commentary Recent Street research on Fresnillo shows a split view on the stock, with some analysts pointing to potential upside based on earnings power and others highlighting valuation and execution risks.Recent updates
Aggiornamento narrativa • Sep 09
FRES: Higher Precious Metal Output And Dividend Support Will Drive Re Rating Potential
Analysts have trimmed the Fresnillo fair value estimate from £53.03 to £51.58, reflecting a series of reduced price targets and more cautious assumptions on revenue growth, profit margins and valuation after recent research updates from multiple banks. Analyst Commentary Recent research on Fresnillo shows a wide spread of views, with some analysts highlighting valuation risks and others still backing the stock with higher price targets and constructive ratings.Aggiornamento narrativa • Aug 26
FRES: Lower Profitability Expectations Will Pressure Returns Despite Dividend Support
The updated analyst price target for Fresnillo moves to £21.82 from £20.86, as analysts factor in mixed expectations for margins, growth and valuation across recent Hold, Sector Perform, Equal Weight, Overweight, Buy and Underweight views. Analyst Commentary Recent research on Fresnillo shows a split in opinion, with some firms highlighting improving fundamentals while others flag valuation and execution risks.Aggiornamento narrativa • Aug 12
FRES: Improving Fundamentals And Dividend Capacity Will Support Higher Future Multiple
The analyst fair value estimate for Fresnillo has moved from about £28.64 to about £33.30 as analysts factor in a mix of adjusted price targets across the Street, with expectations for improving fundamentals, changes in assumed revenue growth and margins, and a higher future P/E multiple. Analyst Commentary Recent Street research on Fresnillo shows a split view on the stock, with some analysts pointing to potential upside based on earnings power and others highlighting valuation and execution risks.Aggiornamento narrativa • Jul 29
FRES: Higher Precious Metal Output And Execution Progress Will Support Re Rating Potential
Fresnillo's updated fair value estimate edges down to £53.03 from £54.36 as analysts trim price targets, with recent cuts ranging from £2,090 to £4,800, citing valuation and mixed views on growth and profitability to support more cautious assumptions. Analyst Commentary Recent research on Fresnillo highlights a mix of caution and optimism, with several bullish analysts pointing to valuation support and execution potential despite lower price targets.Aggiornamento narrativa • Jul 14
FRES: Production Slippage And Execution Risks Will Pressure Future Returns
The analyst price target for Fresnillo has been revised lower by £4.55 to £20.86, with analysts citing updated fair value assumptions and valuation multiples as the key drivers of the change. Analyst Commentary on Fresnillo Recent Street research on Fresnillo points to a more cautious tone, with several bearish analysts trimming their price targets and highlighting risks around valuation assumptions and the company’s ability to execute against expectations.Aggiornamento narrativa • Jun 30
FRES: Production Slippage And Mixed Street Views Will Shape Future Returns
The analyst price target for Fresnillo has been revised slightly higher to £25.41 from £24.72. Analysts cite updated assumptions on revenue growth, profit margins and future P/E as key drivers of the change.Aggiornamento narrativa • Jun 16
FRES: Higher Revenue Assumptions And Cost Discipline Will Support Re Rating Potential
The analyst price target for Fresnillo has shifted to reflect a modest fair value adjustment to £54.36, as analysts reassessed assumptions for revenue growth, profit margins and future P/E following a series of mixed target changes from Citi, Morgan Stanley, JPMorgan and Berenberg. Analyst Commentary Recent research on Fresnillo highlights a split in opinion, but there are clear areas where bullish analysts see room for the stock to better reflect their reassessed fair value assumptions.Aggiornamento narrativa • Jun 02
FRES: Higher Revenue And Margin Assumptions Will Support Re Rating Potential
Fresnillo’s updated analyst price target has moved sharply higher to about £53.62 from £20.84, as analysts factor in new assumptions around revenue growth, profit margins and future P/E that differ from recent mixed price target revisions in Street research. Analyst Commentary Recent Street research on Fresnillo shows a split view, with some firms cutting price targets while others lift their estimates and reaffirm more cautious ratings.Aggiornamento narrativa • May 18
FRES: Production Slippage And Diverging Street Views Will Pressure Future Returns
Fresnillo’s updated analyst price target has shifted to reflect mixed recent moves, including a £4.00 increase at Citi and several reductions of £1.00 to £4.00 at other firms, as analysts factor in revised assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Fresnillo shows a split view, with some higher price targets sitting alongside a series of reductions.Aggiornamento narrativa • May 04
FRES: Production Slippage And Mixed Street Views Will Pressure Future Returns
Fresnillo’s analyst fair value estimate has been adjusted from £23.88 to £24.72. The change reflects recent mixed price target revisions across the Street and updated assumptions on long term revenue growth, profit margins and future P/E expectations.Aggiornamento narrativa • Apr 20
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.Aggiornamento narrativa • Feb 22
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.Aggiornamento narrativa • Feb 07
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.Aggiornamento narrativa • Jan 24
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.Articolo di analisi • Jan 16
Fresnillo plc (LON:FRES) Looks Just Right With A 28% Price Jump
Fresnillo plc ( LON:FRES ) shares have continued their recent momentum with a 28% gain in the last month alone. The...Aggiornamento narrativa • Jan 09
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.Aggiornamento narrativa • Dec 23
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.Articolo di analisi • Dec 23
These 4 Measures Indicate That Fresnillo (LON:FRES) Is Using Debt Safely
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Aggiornamento narrativa • Dec 09
FRES: 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.Articolo di analisi • Dec 02
Fresnillo plc (LON:FRES) Looks Just Right With A 27% Price Jump
Despite an already strong run, Fresnillo plc ( LON:FRES ) shares have been powering on, with a gain of 27% in the last...Aggiornamento narrativa • Nov 25
FRES: 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.Articolo di analisi • Nov 20
Here's Why We Think Fresnillo (LON:FRES) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Aggiornamento narrativa • Nov 10
FRES: 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.Aggiornamento narrativa • Oct 27
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.Aggiornamento narrativa • Oct 13
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.Aggiornamento narrativa • Sep 29
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.Articolo di analisi • Sep 18
Is Fresnillo (LON:FRES) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Aggiornamento narrativa • Sep 14
Exploration 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.Aggiornamento narrativa • Aug 30
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.Aggiornamento narrativa • Aug 15
Exploration 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.
Nuova narrativa • Mar 09
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 | -5.4% | -2.7% | -1.8% |
| 1Y | 32.6% | 63.6% | 15.2% |
Ritorno vs Industria: FRES ha avuto una performance inferiore rispetto al UK Metals and Mining che ha registrato un rendimento 63.6 % nell'ultimo anno.
Rendimento vs Mercato: FRES ha superato il mercato UK che ha restituito 15.2 % nell'ultimo anno.
Volatilità dei prezzi
| FRES volatility | |
|---|---|
| FRES Average Weekly Movement | 6.9% |
| Metals and Mining Industry Average Movement | 7.2% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in GB Market | 10.3% |
| 10% least volatile stocks in GB Market | 2.5% |
Prezzo delle azioni stabile: FRES non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato UK.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di FRES è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1887 | 7,348 | 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£21.46b |
| Utili (TTM) | UK£1.69b |
| Ricavi(TTM) | UK£4.45b |
12.7x
Rapporto P/E4.8x
Rapporto P/SFRES è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| FRES Conto economico (TTM) | |
|---|---|
| Ricavi | US$6.01b |
| Costo del fatturato | US$2.01b |
| Profitto lordo | US$3.99b |
| Altre spese | US$1.71b |
| Utili | US$2.28b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 3.09 |
| Margine lordo | 66.49% |
| Margine di profitto netto | 37.95% |
| Rapporto debito/patrimonio netto | 15.2% |
Come si è comportato FRES nel lungo periodo?
Vedi performance storica e confrontoDividendi
3.3%
Rendimento attuale del dividendo49%
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 | Aug 13 2026 |
| Data di pagamento dei dividendi | Sep 18 2026 |
| Giorni fino al dividendo Ex | 33 days |
| Giorni prima della data di pagamento dei dividendi | 3 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 | 2026/09/14 02:05 |
| Prezzo dell'azione a fine giornata | 2026/09/14 00:00 |
| Utili | 2026/06/30 |
| 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 |
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* 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 delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il 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 |