Pan American Silver Corp.

Report azionario NYSE:PAAS

Capitalizzazione di mercato: US$21.3b

Pan American Silver Crescita futura

Criteri Future verificati 2/6

Pan American Silver prevede che gli utili e i ricavi cresceranno rispettivamente di 12.3% e 8.8% all'anno. Si prevede che l'EPS crescerà di 10.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 22.9% in 3 anni.

Informazioni chiave

12.3%

Tasso di crescita degli utili

10.63%

Tasso di crescita dell'EPS

Metals and Mining crescita degli utili14.2%
Tasso di crescita dei ricavi8.8%
Rendimento futuro del capitale proprio22.91%
Copertura analitica

Good

Ultimo aggiornamento06 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Apr 07

Pan American Silver: What To Expect In Extreme Market Volatility

Summary Despite the wicked sell-off in silver and gold this year, Pan American Silver continued to benefit from significantly higher prices in Q1 versus Q4 FY25. Today I'll take a fresh look at the company, including excellent exploration results at the world-class 100% owned La Colorada mine in Mexico. I'll also present commentary on the company's 2026 guidance and review Q1 earnings estimates (the Q1 report is due out May 5th, after the market closes). I maintain my STRONG BUY rating on PAAS, but I caution investors to take advantage of extreme market volatility and to only add to positions on significant sell-offs. Read the full article on Seeking Alpha
Seeking Alpha • Apr 28

Pan American Silver: Flying High, But Stuck In A Holding Pattern - With Escobal In View

Summary Pan American Silver (PAAS) is rated "Hold" due to expected declines in both silver and gold production in 2025, despite recent price surges. PAAS's gold production has increased since acquiring Yamana Gold's assets, but 2025 production is projected to be 10% - 17% lower than last year. Silver production is also expected to decline, with La Colorada and Huaron being the only operations with a positive outlook for 2025. PAAS's current valuation is higher than its peers, making it less attractive for long-term investment, but it offers short-term trading opportunities. Read the full article on Seeking Alpha
Seeking Alpha • Apr 07

Pan American Silver: Another Record Year On Deck

Summary Pan American had a decent 2024, reporting significant growth in free cash flow and a return to a net cash position, offset by a slight miss on its guidance midpoint. While the company had a solid 2024, it faces a production cliff in 2028 if it can't extend mine lives at a few of its assets and/or bring Escobal online. On a positive note, Pan American stands out as a company focused on per-share growth, unlike most of its silver peers & trades at a reasonable valuation. In this update, we'll dig into the Q4 and FY2024 results, recent developments, and whether the stock is offering an adequate margin of safety at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Jan 22

Secular Silver Shortfall Could Keep Prices Higher For Longer For Pan American Silver

Summary Pan American Silver is a top silver producer, benefiting from the Yamana acquisition, asset divestitures, and strong metal markets, making it a solid buy. Management focuses on aggressive deleveraging, maintaining a $0.40 annual dividend, and authorized share repurchases, appealing to income investors seeking silver exposure with gold stability. La Colorada mine improvements and La Colorada Skarn project potential significantly boost silver production, while Jacobina mine enhances gold output, supporting long-term growth. Strong financials with record cash position, zero net debt, and potential variable dividend in 2025, driven by high silver and gold prices and industrial demand. Read the full article on Seeking Alpha
Seeking Alpha • Dec 16

Pan American Silver: One Of The Better Options For Silver Exposure

Summary Pan American Q3-24 production was below expectations, impacted by lower grades at Cerro Moro. Fortunately, higher metal prices boosted financial results, achieving record revenue of $716.1 million and significant cash flow generation. Unfortunately, while 2024 has been strong financially, the company has tough comps on deck in 2025 with significantly lower gold production in 2025. In this update we'll dig into the Q3-24 results, recent developments, and whether the stock is offering enough margin of safety for new investment at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Nov 12

Pan American Silver: Production Growth Visibility Amid Upside In Precious Metals

Summary Initiating coverage on Pan American Silver with a "Buy" rating and a 24-month investment horizon due to attractive valuation and potential growth from higher precious metal prices. Strong fundamentals with a $1.22 billion liquidity buffer, healthy free cash flow, and significant production growth catalysts like Escobal and La Colorada Skarn support the bullish outlook. Risks include potential delays in Escobal mining resumption, but overall financial health and favorable precious metal price trends mitigate concerns, supporting a positive investment thesis. Read the full article on Seeking Alpha
Seeking Alpha • Sep 30

Pan American Silver: Positioned For Growth Amid Higher Gold, Silver Prices

Summary Pan American Silver is one of the largest silver miners in the world and its shares have appreciated over 30% YTD. Despite Q2 production challenges, revenue increased by 7.3% due to higher metal prices, setting up a strong second half of 2024. The company's diversified portfolio and solid balance sheet, combined with potential catalysts like the Escobal mine reopening, support a positive outlook. Trading below its net asset value and only slightly above peers' EV/EBITDA multiple, Pan American Silver shares have significant upside potential, earning a buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Sep 20

Pan American Silver: Better Outlook For H2, But Almost Everything Is Already Priced In

Summary Pan American Silver is rated as a hold due to limited further price increases in silver and rising all-in sustaining costs. PAAS's AISC increased by nearly 20% in Q2. Silver production fell by 8.82% in Q2, but management's 2024 production targets are still achievable, potentially improving AISC and profit margins. Expected Q3 revenue is $774.64 million, translating to $0.32 per share; current valuation implies a P/E of almost 16, making it fairly priced. Read the full article on Seeking Alpha
Seeking Alpha • Aug 14

Pan American Silver: A Stronger H2 On Deck

Summary Pan American Silver Corp. had a mediocre quarter in Q2 with solid performances from Huaron, San Vicente, El Penon and Jacobina overshadowed by softness at La Colorada/Cerro Moro. The result was a significant spike in AISC in Q2 2024 to ~$19/oz, but record gold prices still allowed for significant free cash flow generation in Q2. Meanwhile, although Q2 2024 certainly had its challenges, H2 2024 is shaping up to be much stronger with a weaker MXN/USD, higher gold/silver prices and higher production. In this update, we'll dig into the Q3 2024 results, recent developments, and where the stock's updated low-risk buy zone lies. Read the full article on Seeking Alpha
Seeking Alpha • Aug 07

Pan American Silver: Solid Production Trends, But Shares Near Fair Value

Summary Silver and gold had strong starts to 2024, but price action has turned mixed as global volatility ticks up across financial markets. Pan American Silver reported solid Q1 results in May, and all eyes are now on the Q2 report after a healthy mid-year update in June. I see the stock as near its intrinsic value while PAAS' technical chart sends mixed signals. The options market prices in a 5% earnings related move heading into the Wednesday night Q2 report. Read the full article on Seeking Alpha
Seeking Alpha • May 28

Pan American Silver: Significant Margin Expansion On Deck In Q2

Summary Pan American Silver had a decent Q1 despite it being the weakest quarter of the year, with silver production set to progressively improve throughout the year. Meanwhile, although silver segment margins dipped year-over-year, this did not factor in the recent silver price rise, with AISC margins set to soar in Q2 & improve further in Q3/Q4. In this update, we'll dig into the Q1 results, recent developments, and what makes Pan American one of the more attractive ways to get silver exposure. Read the full article on Seeking Alpha
Seeking Alpha • Apr 24

Pan American Silver: Has The Potential To Improve Performance Significantly

Summary Demand for silver has outpaced supply in recent years, driving up the price per ounce. Pan American Silver, one of the world's biggest silver producers, has seen its stock value increase by 36.31% in one month. The upcoming Q1 results may provide insight into PAAS's future performance, but the overall outlook for silver remains positive. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

Pan American Silver: An Improved 2024 Margin Outlook

Summary Pan American Silver saw a significant increase in gold production year-over-year following its Yamana acquisition, but margins disappointed in what was a tough year. Fortunately, 2024 will be a better year for the company with lower care and maintenance costs, a better H2 out of La Colorada, and lower capital expenditures. In this update, we'll dig into Pan American's Q4/FY2023 results, recent developments, and why the stock continues to be one of the lower risk ways to get silver exposure. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:PAAS - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20284,8931,8161,6872,3733
12/31/20275,7762,0332,4173,0366
12/31/20265,4992,0031,8922,6165
3/31/20264,0001,2661,3101,661N/A
12/31/20253,6199781,0191,333N/A
9/30/20253,2556357491,053N/A
6/30/20253,116523682971N/A
3/31/20252,991312536840N/A
12/31/20242,819112401724N/A
9/30/20242,673-64261617N/A
6/30/20242,574-140115506N/A
3/31/20242,527-15133460N/A
12/31/20232,316-10471450N/A
9/30/20232,022-208-162171N/A
6/30/20231,745-260-182111N/A
3/31/20231,445-402-23714N/A
12/31/20221,495-342-24332N/A
9/30/20221,541-155-10262N/A
6/30/20221,663-6399365N/A
3/31/20221,705182174431N/A
12/31/20211,63397149392N/A
9/30/20211,641252218445N/A
6/30/20211,481298199403N/A
3/31/20211,348247207378N/A
12/31/20201,339178284462N/A
9/30/20201,31361246421N/A
6/30/20201,36533202388N/A
3/31/20201,45531187409N/A
12/31/20191,351111N/A282N/A
9/30/20191,120-5N/A164N/A
6/30/2019955-52N/A124N/A
3/31/2019831-34N/A108N/A
12/31/201878410N/A155N/A
9/30/2018837123N/A222N/A
6/30/2018840150N/A244N/A
3/31/2018825149N/A220N/A
12/31/2017817121N/A225N/A
9/30/201778194N/A191N/A
6/30/2017824119N/A229N/A
3/31/2017815118N/A253N/A
12/31/2016775100N/A215N/A
9/30/2016747-55N/A193N/A
6/30/2016673-164N/A123N/A
3/31/2016655-206N/A78N/A
12/31/2015675-227N/A89N/A
9/30/2015675-620N/A66N/A
6/30/2015694-574N/A72N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di PAAS ( 12.3% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di PAAS ( 12.3% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.4% all'anno).

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

Ricavi vs Mercato: Si prevede che il fatturato di PAAS ( 8.8% all'anno) crescerà più lentamente rispetto al mercato US ( 11.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di PAAS ( 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 PAAS sarà elevato tra 3 anni ( 22.9 %)

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/06 20:17
Prezzo dell'azione a fine giornata2026/05/06 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

Pan American Silver Corp. è coperta da 23 analisti. 6 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
Matthew MurphyBMO Capital Markets Equity Research
Kevin O'HalloranBMO Capital Markets Equity Research
Lawson WinderBofA Global Research