Fresnillo plc

Report azionario LSE:FRES

Capitalizzazione di mercato: UK£23.8b

Fresnillo Crescita futura

Criteri Future verificati 4/6

Fresnillo prevede che gli utili e i ricavi cresceranno rispettivamente di 14.7% e 8.8% all'anno. Si prevede che l'EPS crescerà di 14.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 31.9% in 3 anni.

Informazioni chiave

14.7%

Tasso di crescita degli utili

14.05%

Tasso di crescita dell'EPS

Metals and Mining crescita degli utili16.9%
Tasso di crescita dei ricavi8.8%
Rendimento futuro del capitale proprio31.90%
Copertura analitica

Good

Ultimo aggiornamento30 Apr 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.
Articolo di analisi • Aug 28

After Leaping 26% Fresnillo plc (LON:FRES) Shares Are Not Flying Under The Radar

Fresnillo plc ( LON:FRES ) shares have continued their recent momentum with a 26% gain in the last month alone. The...
Aggiornamento della narrazione • 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.
Articolo di analisi • Aug 06

If EPS Growth Is Important To You, Fresnillo (LON:FRES) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Articolo di analisi • Jun 20

There's Reason For Concern Over Fresnillo plc's (LON:FRES) Massive 37% Price Jump

Fresnillo plc ( LON:FRES ) shares have continued their recent momentum with a 37% gain in the last month alone. The...
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Nuova narrazione • 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.

Previsioni di crescita degli utili e dei ricavi

LSE:FRES - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20286,2582,3532,0972,9679
12/31/20276,6532,4652,0762,98411
12/31/20266,7422,5071,4992,84411
12/31/20254,5611,3841,8902,290N/A
9/30/20254,2539201,7362,115N/A
6/30/20253,9444561,5821,940N/A
3/31/20253,7202981,2561,620N/A
12/31/20243,4961419291,300N/A
9/30/20243,173194562960N/A
6/30/20242,850248194620N/A
3/31/20242,77824168523N/A
12/31/20232,705234-57426N/A
9/30/20232,611227-133369N/A
6/30/20232,517219-208313N/A
3/31/20232,475246-149407N/A
12/31/20222,433272-90502N/A
9/30/20222,46425427640N/A
6/30/20222,495236144778N/A
3/31/20222,599329224837N/A
12/31/20212,703421303895N/A
9/30/20212,773516412951N/A
6/30/20212,8436125201,007N/A
3/31/20212,636493513962N/A
12/31/20202,430374505918N/A
9/30/20202,301286352804N/A
6/30/20202,172198198691N/A
3/31/20202,14620137563N/A
12/31/20192,120204-123436N/A
9/30/20192,055197N/A413N/A
6/30/20191,991190N/A389N/A
3/31/20192,047270N/A489N/A
12/31/20182,104350N/A588N/A
9/30/20182,158416N/A681N/A
6/30/20182,213482N/A774N/A
3/31/20182,153521N/A768N/A
12/31/20172,093561N/A761N/A
9/30/20172,054565N/A803N/A
6/30/20172,014569N/A844N/A
3/31/20171,960498N/A871N/A
12/31/20161,906427N/A898N/A
9/30/20161,742294N/A793N/A
6/30/20161,579161N/A687N/A
3/31/20161,512116N/A615N/A
12/31/20151,44471N/A543N/A
9/30/20151,46763N/A387N/A
6/30/20151,48955N/A230N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di FRES ( 14.7% all'anno) è superiore al tasso di risparmio ( 3.4% ).

Guadagni vs Mercato: Si prevede che gli utili di FRES ( 14.7% all'anno) cresceranno più rapidamente del mercato UK ( 11.5% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di FRES cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di FRES ( 8.8% all'anno) crescerà più rapidamente del mercato UK ( 4.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di FRES ( 8.8% 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 FRES sarà elevato tra 3 anni ( 31.9 %)

Scoprire le aziende in crescita

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1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 10:18
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2025/12/31
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

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.

AnalistaIstituzione
David Simon ButlerBarclays
Amos FletcherBarclays
Richard HatchBerenberg