Stanmore Resources Limited

ASX:SMR 株式レポート

時価総額:AU$2.4b

Stanmore Resources 将来の成長

Future 基準チェック /36

Stanmore Resourcesの収益は年間0.2%で減少すると予測されていますが、年間利益は年間61.6%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に5.4% 55.4%なると予測されています。

主要情報

61.6%

収益成長率

55.40%

EPS成長率

Metals and Mining 収益成長14.5%
収益成長率-0.2%
将来の株主資本利益率5.40%
アナリストカバレッジ

Low

最終更新日20 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 May 19

SMR: Anglo Asset Bid And Coal Prices Will Shape Upside Prospects

Analysts have slightly increased their price target for Stanmore Resources, raising it from A$2.70 to about A$2.80. This adjustment reflects updated assumptions around fair value, discount rate, revenue trends, profit margins and future P/E expectations.
ナラティブの更新 May 02

SMR: Future Returns Will Depend On Successful Queensland Coal Portfolio Acquisition

Analysts have slightly adjusted their price target for Stanmore Resources, trimming fair value from A$3.13 to about A$3.12, as updated assumptions reflect a lower revenue growth rate alongside a higher profit margin outlook and a revised future P/E of roughly 24x. What's in the News Stanmore remains a leading bidder for Anglo American's Queensland coal portfolio, a potential deal described as above $5b and involving some of the world's higher-quality metallurgical coal assets, with final bids due in late April or early May (Key Developments).
ナラティブの更新 Apr 18

SMR: Future Returns Will Rely On Stable Margins And Production Delivery

Analysts have slightly reduced their price target for Stanmore Resources to A$3.13 from A$3.18, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E. What's in the News Stanmore Resources reported consolidated operating results for 2025, with saleable coal production of 14.0 Mt compared with 13.8 Mt in the prior year, and ROM coal mined of 20.5 Mt compared with 19.4 Mt (company announcement).
ナラティブの更新 Apr 03

SMR: Softer Revenue And Margins Will Shape A Balanced Future Outlook

Analysts have trimmed their price target for Stanmore Resources to A$2.70, reflecting updated assumptions that include a higher discount rate, a softer revenue outlook, slightly lower profit margins and a higher future P/E multiple. What's in the News Stanmore Resources reported consolidated operating results for 2025, with saleable coal production of 14.0 Mt and ROM coal mined of 20.5 Mt, providing investors with updated volume data for the year (Key Developments).
ナラティブの更新 Mar 20

SMR: Future Returns Will Rely On Stable Margins And Production Delivery

Analysts have modestly increased their A$ price target on Stanmore Resources, citing slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Stanmore Resources reported consolidated operating results for 2025, with saleable coal production of 14.0 Mt compared with 13.8 Mt a year earlier, and ROM coal mined of 20.5 Mt compared with 19.4 Mt a year earlier (Key Developments).
ナラティブの更新 Mar 06

SMR: Future Returns Will Depend On Modest Margins And Lower P/E Multiple

Analysts have trimmed their fair value estimate for Stanmore Resources from A$3.20 to about A$3.18, reflecting updated assumptions around growth, margins and a lower future P/E multiple. What's in the News Stanmore Resources reported consolidated operating results for 2025, with saleable coal production of 14.0 Mt compared with 13.8 Mt in the prior year and ROM coal mined of 20.5 Mt versus 19.4 Mt a year earlier (company announcement).
ナラティブの更新 Feb 19

SMR: Future Returns Will Rely On Higher P/E Despite Softer Revenue Outlook

Analysts have trimmed their price target for Stanmore Resources to A$3.20, with the small change reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E rather than a shift in the core outlook. Valuation Changes Fair Value: A$3.20 remains unchanged, with the updated inputs leaving the overall valuation level steady.
ナラティブの更新 Feb 05

SMR: Future Returns Will Balance Weaker Revenue Outlook With Higher Earnings Multiple

Analysts have adjusted their price target on Stanmore Resources from A$2.87 to A$3.20, reflecting updates to their fair value, discount rate, revenue growth outlook, profit margin assumptions, and future P/E expectations. Valuation Changes Fair Value: updated from A$2.87 to A$3.20, representing a modest uplift in the assessed valuation per share.
新しいナラティブ Jan 25

South Walker Creek Expansion And Cost Discipline Will Support Stronger Long Term Coal Earnings

Catalysts About Stanmore Resources Stanmore Resources is a metallurgical coal producer with operations including South Walker Creek, Poitrel and Isaac Plains in Queensland. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Jan 22

SMR: Modest Margin Assumptions Will Sustain A Cautious Overvaluation View

Narrative update Analysts have nudged their price target for Stanmore Resources higher to A$2.70 from A$2.60, citing updated assumptions that now reflect a slightly lower discount rate, a smaller projected revenue decline of 44.6%, a modestly higher profit margin of 6.66% and a future P/E of 15.64. Valuation Changes Fair Value: updated analyst fair value has moved from A$2.60 to about A$2.70 per share.
ナラティブの更新 Jan 07

SMR: Future Margins And Trimmed Production Guidance Will Shape Fair View

Analysts have reduced their price target for Stanmore Resources, citing a lower assumed profit margin of 6.60% and a higher future P/E of 15.17x as key drivers of the revised valuation. What's in the News Stanmore Resources issued updated full year 2025 saleable production guidance, keeping the lower end of its consolidated range unchanged.
ナラティブの更新 Dec 14

SMR: Future Margins And Production Guidance Will Shape Fairly Valued Outlook

Analysts have raised their price target for Stanmore Resources from A$2.20 to A$2.60, citing slightly improved long term profit margin expectations and a higher justified valuation multiple, despite only modest upgrades to revenue growth assumptions and a higher discount rate. What's in the News Slight revision to full-year 2025 saleable production guidance, with the lower end of consolidated guidance maintained and the upper end narrowed to reflect reduced expected output from the Isaac Plains Complex (Key Developments) Valuation Changes Fair Value: Increased from A$2.20 to A$2.60, representing a modest uplift in the assessed intrinsic value per share.
分析記事 Nov 03

Is Stanmore Resources (ASX:SMR) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 Oct 10

Indian Urbanization And Low-Capex Projects Will Boost Seaborne Coal Demand

Analysts have revised their price target for Stanmore Resources upward from $2.70 to $2.87, based on improved profit margins and a positive shift in projected revenue growth. What's in the News Stanmore Resources reported operating results for the half year ended 30 June 2025, with saleable coal production of 6.510 Mt, slightly down from 6.760 Mt in the previous year (Announcement of Operating Results).
ナラティブの更新 Sep 26

Indian Urbanization And Low-Capex Projects Will Boost Seaborne Coal Demand

Stanmore Resources’ fair value estimate was unchanged as the future P/E multiple increased sharply and consensus revenue growth forecasts improved slightly. What's in the News Saleable coal production for H1 2025 was 6.510 Mt, down from 6.760 Mt year-over-year.
分析記事 Sep 07

Revenues Working Against Stanmore Resources Limited's (ASX:SMR) Share Price Following 25% Dive

Stanmore Resources Limited ( ASX:SMR ) shares have had a horrible month, losing 25% after a relatively good period...
分析記事 Jul 22

Stanmore Resources Limited (ASX:SMR) Stock Rockets 25% But Many Are Still Ignoring The Company

Despite an already strong run, Stanmore Resources Limited ( ASX:SMR ) shares have been powering on, with a gain of 25...
分析記事 Apr 07

Stanmore Resources Limited's (ASX:SMR) 26% Dip In Price Shows Sentiment Is Matching Earnings

Unfortunately for some shareholders, the Stanmore Resources Limited ( ASX:SMR ) share price has dived 26% in the last...
分析記事 Mar 31

We Think Stanmore Resources (ASX:SMR) Is Taking Some Risk With Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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新しいナラティブ Mar 10

South Walker Creek Expansion To Improve Efficiency Amid Expected Revenue Declines

Completion of capital projects under budget, strategic acquisitions, and South Walker expansion may boost margins and drive revenue growth through enhanced production capacity.
分析記事 Dec 14

There's No Escaping Stanmore Resources Limited's (ASX:SMR) Muted Earnings

When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") above 21x, you may consider...
分析記事 Sep 03

Weak Statutory Earnings May Not Tell The Whole Story For Stanmore Resources (ASX:SMR)

Last week's earnings announcement from Stanmore Resources Limited ( ASX:SMR ) was disappointing to investors, with a...
分析記事 Aug 29

Here's What Analysts Are Forecasting For Stanmore Resources Limited (ASX:SMR) After Its Half-Year Results

Last week, you might have seen that Stanmore Resources Limited ( ASX:SMR ) released its half-yearly result to the...
分析記事 Aug 28

Stanmore Resources Limited's (ASX:SMR) Business And Shares Still Trailing The Market

Stanmore Resources Limited's ( ASX:SMR ) price-to-earnings (or "P/E") ratio of 7x might make it look like a strong buy...
分析記事 May 29

Stanmore Resources Limited's (ASX:SMR) Low P/E No Reason For Excitement

Stanmore Resources Limited's ( ASX:SMR ) price-to-earnings (or "P/E") ratio of 4x might make it look like a strong buy...
分析記事 Apr 05

Does Stanmore Resources (ASX:SMR) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Dec 08

Here's Why We Think Stanmore Resources (ASX:SMR) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 Nov 09

Estimating The Fair Value Of Stanmore Resources Limited (ASX:SMR)

Key Insights Stanmore Resources' estimated fair value is AU$3.53 based on 2 Stage Free Cash Flow to Equity With AU$3.68...
分析記事 Oct 18

Stanmore Resources (ASX:SMR) Has A Rock Solid Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Sep 05

With EPS Growth And More, Stanmore Resources (ASX:SMR) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

業績と収益の成長予測

ASX:SMR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,918962594243
12/31/20272,024832944253
12/31/20262,052192453883
12/31/20251,883-47267381N/A
9/30/20251,960-21162365N/A
6/30/20252,038558349N/A
3/31/20252,2179863378N/A
12/31/20242,39719269408N/A
9/30/20242,468230182479N/A
6/30/20242,539268294551N/A
3/31/20242,672370418644N/A
12/31/20232,805472541737N/A
9/30/20232,948631713876N/A
6/30/20233,0927898861,014N/A
3/31/20232,8957289731,098N/A
12/31/20222,6986671,0611,182N/A
9/30/20222,004452821915N/A
6/30/20221,310237580649N/A
3/31/2022797122313372N/A
12/31/202128474696N/A
6/30/2021174-24-34-2N/A
3/31/2021202-15-39-12N/A
12/31/2020231-6-44-22N/A
6/30/202025224-274N/A
3/31/2020252411142N/A
12/31/2019320685292N/A
9/30/201929064N/A92N/A
6/30/201928364N/A98N/A
3/31/201924039N/A64N/A
12/31/201819314N/A29N/A
9/30/20181749N/A23N/A
6/30/20181544N/A16N/A
3/31/201814210N/A14N/A
12/31/201712616N/A11N/A
9/30/201711713N/A-1N/A
6/30/20171069N/A-14N/A
3/31/201780-1N/A-27N/A
12/31/201652-10N/A-38N/A
9/30/201632-13N/A-33N/A
6/30/20169-15N/A-25N/A
3/31/20165-14N/A-16N/A
12/31/20150-13N/A-6N/A
9/30/20150-10N/A-4N/A

アナリストによる今後の成長予測

収入対貯蓄率: SMRは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.6% ) よりも高い成長率であると考えられます。

収益対市場: SMR今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: SMR今後 3 年以内に収益を上げることが予想されます。

収益対市場: SMRの収益は今後 3 年間で減少すると予想されています (年間-0.2% )。

高い収益成長: SMRの収益は今後 3 年間で減少すると予測されています (年間-0.2% )。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: SMRの 自己資本利益率 は、3年後には低くなると予測されています ( 5.4 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/21 12:07
終値2026/05/21 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Stanmore Resources Limited 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
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