CSN Mineração（CMIN3）株式概要
CSN Mineração S.A.はブラジルで鉄鉱石採掘事業に従事している。 詳細
CMIN3 Community Fair Values
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Analyst Price Targets
CSN Mineração S.A. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | R$4.37 |
| 52週高値 | R$6.56 |
| 52週安値 | R$4.08 |
| ベータ | 0.94 |
| 1ヶ月の変化 | -8.00% |
| 3ヶ月変化 | -14.98% |
| 1年変化 | -11.18% |
| 3年間の変化 | -4.17% |
| 5年間の変化 | -54.99% |
| IPOからの変化 | -51.44% |
最新ニュース
ナラティブの更新 • May 04
CMIN3: Sharply Weaker Revenue And Margin Outlook Will Likely Cap Future Returns
Analysts have lifted their price target for CSN Mineração to R$4.00, citing updated assumptions that include a slightly lower discount rate, softer revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News CSN Mineração has scheduled a Special and Extraordinary Shareholders Meeting for April 16, 2026, at 11:00 SE Asia Standard Time, to be held exclusively via online meetings, with the location specified as Vietnam (Key Developments).
ナラティブの更新 • Apr 19
CMIN3: Online Meeting And Higher Discount Rate Will Shape Steady Outlook
Analysts have lowered their price target for CSN Mineração to around R$5.50 from about R$5.64, citing updated assumptions that include a higher discount rate, a shift to expectations of revenue decline, slightly lower profit margins, and a higher future P/E. What's in the News CSN Mineração scheduled a Special and Extraordinary Shareholders Meeting for April 16, 2026, at 11:00 SE Asia Standard Time (Key Developments) The meeting is planned to be held exclusively online rather than in person (Key Developments) The company lists the meeting location as Vietnam, which may be relevant if you usually follow Brazil-based corporate events (Key Developments) Valuation Changes Fair Value: revised slightly lower from R$5.64 to R$5.50 per share.Recent updates
ナラティブの更新 • May 04
CMIN3: Sharply Weaker Revenue And Margin Outlook Will Likely Cap Future Returns
Analysts have lifted their price target for CSN Mineração to R$4.00, citing updated assumptions that include a slightly lower discount rate, softer revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News CSN Mineração has scheduled a Special and Extraordinary Shareholders Meeting for April 16, 2026, at 11:00 SE Asia Standard Time, to be held exclusively via online meetings, with the location specified as Vietnam (Key Developments).ナラティブの更新 • Apr 19
CMIN3: Online Meeting And Higher Discount Rate Will Shape Steady Outlook
Analysts have lowered their price target for CSN Mineração to around R$5.50 from about R$5.64, citing updated assumptions that include a higher discount rate, a shift to expectations of revenue decline, slightly lower profit margins, and a higher future P/E. What's in the News CSN Mineração scheduled a Special and Extraordinary Shareholders Meeting for April 16, 2026, at 11:00 SE Asia Standard Time (Key Developments) The meeting is planned to be held exclusively online rather than in person (Key Developments) The company lists the meeting location as Vietnam, which may be relevant if you usually follow Brazil-based corporate events (Key Developments) Valuation Changes Fair Value: revised slightly lower from R$5.64 to R$5.50 per share.ナラティブの更新 • Apr 04
CMIN3: Projected Revenue Contraction Will Likely Restrain Long Term Share Performance
Analysts now see higher upside for CSN Mineração, lifting the fair value estimate from R$3.72 to R$3.87 as they factor in a higher expected profit margin and a slightly richer future P/E multiple, while also adjusting for a higher discount rate and a projected revenue contraction of 6.55%. What's in the News CSN Mineração has scheduled a Special and Extraordinary Shareholders Meeting for April 16, 2026, at 11:00 SE Asia Standard Time.ナラティブの更新 • Mar 21
CMIN3: Updated Meeting Outlook Will Support Steady Margins And Required Return Assumptions
Analysts have raised their price target on CSN Mineração to R$5.64 from R$5.56, reflecting updated views on revenue growth, profit margins, a slightly lower discount rate, and a revised future P/E assumption. What's in the News CSN Mineração has scheduled a Special and Extraordinary Shareholders Meeting for April 16, 2026, at 11:00 SE Asia Standard Time, to be held exclusively by online meetings, with the location specified as Vietnam (Key Developments).ナラティブの更新 • Mar 07
CMIN3: Analyst Day Insights Will Guide Stable Margins And Required Return Assumptions
Analysts have trimmed their price target on CSN Mineração slightly to R$5.56. This reflects updated assumptions for discount rate and future P/E, while revenue growth and profit margin expectations remain broadly unchanged.ナラティブの更新 • Feb 21
CMIN3: Analyst Day Will Shape Margins P/E Expectations And Measured Return Profile
Analysts have inched up their price target on CSN Mineração to R$5.56 from R$5.54, citing slightly stronger assumed profit margins and a modestly lower future P/E multiple in their updated models. What's in the News CSN Mineração held an Analyst/Investor Day, giving the market an updated look at management's priorities and assumptions for the business (Key Developments).分析記事 • Feb 11
These 4 Measures Indicate That CSN Mineração (BVMF:CMIN3) Is Using Debt Reasonably Well
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...ナラティブの更新 • Feb 06
CMIN3: Analyst Day Insights Will Guide Margins P/E And Return Balance
Analysts have nudged their price target for CSN Mineração slightly higher to reflect a modestly higher fair value estimate, a small adjustment to the discount rate and updated assumptions on revenue growth, profit margins and future P/E. What's in the News CSN Mineração held an Analyst/Investor Day, giving the market a focused update on its business and outlook for the company (Key Developments).ナラティブの更新 • Jan 23
CMIN3: Updated Margins And P/E Assumptions Will Frame Balanced Return Outlook
The analyst price target for CSN Mineração has edged higher to US$5.50, with analysts pointing to slightly adjusted assumptions for revenue growth, profit margins and future P/E as the key drivers of the change. What's in the News CSN Mineração held an Analyst/Investor Day, giving the market a structured forum to hear management's latest views on the business and capital plans (Key Developments).分析記事 • Jan 15
Returns On Capital Signal Tricky Times Ahead For CSN Mineração (BVMF:CMIN3)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...ナラティブの更新 • Jan 09
CMIN3: Lower Future P/E Assumption Will Restrain Long-Term Share Performance
Analysts have reduced their fair value estimate for CSN Mineração from US$3.82 to US$3.72. This change reflects updated views on revenue growth assumptions, profit margins, and a lower future P/E multiple.ナラティブの更新 • Dec 23
CMIN3: Higher Required Return Will Pressure Margins And Future Share Performance
Analysts have modestly raised their price target for CSN Mineração, now estimating fair value at roughly 3.82 dollars per share versus 3.50 dollars previously. They cite a higher required return and weaker margin outlook that is only partly offset by longer term earnings potential, despite a richer future earnings multiple.ナラティブの更新 • Dec 09
CMIN3: Future Earnings Multiple And Margins Will Shape Balanced Return Outlook
Analysts have modestly raised their price target on CSN Mineração, reflecting improved expectations for revenue growth, slightly higher profit margins, and a lower projected future P/E multiple. Together, these factors support a fair value increase from approximately R$5.46 to about R$5.48 per share.ナラティブの更新 • Nov 25
CMIN3: Higher Discount Rate And Lower Margins Will Limit Upside Potential
Analysts have slightly raised their price target for CSN Mineração from $5.39 to $5.46, citing revised forecasts that account for higher future valuation multiples. This comes despite more cautious estimates on revenue growth and profit margins.分析記事 • Nov 23
CSN Mineração S.A.'s (BVMF:CMIN3) Share Price Not Quite Adding Up
CSN Mineração S.A.'s ( BVMF:CMIN3 ) price-to-earnings (or "P/E") ratio of 12.3x might make it look like a sell right...ナラティブの更新 • Nov 05
CMIN3: Rising Discount Rate And Weak Margins Will Pressure Future Returns
Analysts have slightly lowered their price target for CSN Mineração from $5.42 to $5.39, citing reduced profit margin expectations and softer revenue growth forecasts as key factors in the adjustment. Valuation Changes Fair Value Estimate: Revised downward marginally from R$5.42 to R$5.39.分析記事 • Oct 27
These 4 Measures Indicate That CSN Mineração (BVMF:CMIN3) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...ナラティブの更新 • Oct 10
Slowing Chinese Demand Will Expose Iron Ore Valuation Risk
Analysts have raised their price target for CSN Mineração from $5.31 to $5.42, citing improved profit margin forecasts and a more optimistic outlook on the company's revenue trajectory. Valuation Changes Fair Value: Increased slightly from R$5.31 to R$5.42 per share.分析記事 • Sep 30
There Are Reasons To Feel Uneasy About CSN Mineração's (BVMF:CMIN3) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...分析記事 • Aug 08
Some May Be Optimistic About CSN Mineração's (BVMF:CMIN3) Earnings
BOVESPA:CMIN3 1 Year Share Price vs Fair Value Explore CSN Mineração's Fair Values from the Community and select yours...分析記事 • Jul 31
CSN Mineração S.A.'s (BVMF:CMIN3) Share Price Could Signal Some Risk
With a median price-to-earnings (or "P/E") ratio of close to 9x in Brazil, you could be forgiven for feeling...分析記事 • Jul 04
CSN Mineração (BVMF:CMIN3) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Mar 28
Broker Revenue Forecasts For CSN Mineração S.A. (BVMF:CMIN3) Are Surging Higher
CSN Mineração S.A. ( BVMF:CMIN3 ) shareholders will have a reason to smile today, with the analysts making substantial...分析記事 • Mar 17
Some Shareholders Feeling Restless Over CSN Mineração S.A.'s (BVMF:CMIN3) P/E Ratio
It's not a stretch to say that CSN Mineração S.A.'s ( BVMF:CMIN3 ) price-to-earnings (or "P/E") ratio of 8.7x right now...分析記事 • Feb 18
Is CSN Mineração (BVMF:CMIN3) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jan 28
CSN Mineração (BVMF:CMIN3) Could Be Struggling To Allocate Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
新しいナラティブ • Dec 11
Ballooning P15 CapEx And Weak Iron Ore Prices Will Erode Earnings And Net Margins
Increased capital expenditure for the P15 project may strain free cash flows and net margins due to heightened financing needs.分析記事 • Nov 20
CSN Mineração's (BVMF:CMIN3) Earnings Offer More Than Meets The Eye
The market seemed underwhelmed by the solid earnings posted by CSN Mineração S.A. ( BVMF:CMIN3 ) recently. Our analysis...分析記事 • Oct 31
CSN Mineração (BVMF:CMIN3) Has A Rock Solid Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Oct 04
CSN Mineração (BVMF:CMIN3) Might Become A Compounding Machine
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...分析記事 • Sep 07
There's No Escaping CSN Mineração S.A.'s (BVMF:CMIN3) Muted Earnings Despite A 28% Share Price Rise
CSN Mineração S.A. ( BVMF:CMIN3 ) shareholders have had their patience rewarded with a 28% share price jump in the last...分析記事 • Jul 04
CSN Mineração (BVMF:CMIN3) Might Become A Compounding Machine
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...分析記事 • Jun 08
Improved Earnings Required Before CSN Mineração S.A. (BVMF:CMIN3) Shares Find Their Feet
With a price-to-earnings (or "P/E") ratio of 7.4x CSN Mineração S.A. ( BVMF:CMIN3 ) may be sending bullish signals at...分析記事 • Mar 29
Broker Revenue Forecasts For CSN Mineração S.A. (BVMF:CMIN3) Are Surging Higher
CSN Mineração S.A. ( BVMF:CMIN3 ) shareholders will have a reason to smile today, with the analysts making substantial...分析記事 • Mar 14
We Like CSN Mineração's (BVMF:CMIN3) Earnings For More Than Just Statutory Profit
The market seemed underwhelmed by last week's earnings announcement from CSN Mineração S.A. ( BVMF:CMIN3 ) despite the...分析記事 • Feb 05
CSN Mineração (BVMF:CMIN3) Is Investing Its Capital With Increasing Efficiency
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Jan 09
CSN Mineração S.A.'s (BVMF:CMIN3) Business Is Trailing The Market But Its Shares Aren't
With a price-to-earnings (or "P/E") ratio of 13.8x CSN Mineração S.A. ( BVMF:CMIN3 ) may be sending bearish signals at...分析記事 • Oct 13
CSN Mineração (BVMF:CMIN3) Might Have The Makings Of A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...株主還元
| CMIN3 | BR Metals and Mining | BR 市場 | |
|---|---|---|---|
| 7D | -6.2% | -3.9% | -2.8% |
| 1Y | -11.2% | 41.2% | 11.1% |
業界別リターン: CMIN3過去 1 年間で41.2 % の収益を上げたBR Metals and Mining業界を下回りました。
リターン対市場: CMIN3は、過去 1 年間で11.1 % のリターンを上げたBR市場を下回りました。
価格変動
| CMIN3 volatility | |
|---|---|
| CMIN3 Average Weekly Movement | 6.2% |
| Metals and Mining Industry Average Movement | 4.5% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in BR Market | 7.9% |
| 10% least volatile stocks in BR Market | 1.9% |
安定した株価: CMIN3 、 BR市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CMIN3の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1913 | 7,796 | n/a | ri.csnmineracao.com.br |
CSN Mineração S.A. はブラジルで鉄鉱石採掘事業に従事している。Casa de Pedra鉱山とEngenho鉱山を運営。水力発電所も運営している。同社は1913年に設立され、ブラジルのサンパウロに本拠を置く。CSN Mineração S.A.はCompanhia Siderúrgica Nacionalの子会社として操業している。
CSN Mineração S.A. 基礎のまとめ
| CMIN3 基礎統計学 | |
|---|---|
| 時価総額 | R$23.74b |
| 収益（TTM） | R$2.23b |
| 売上高(TTM) | R$17.82b |
10.7x
PER（株価収益率1.3x
P/SレシオCMIN3 は割高か？
公正価値と評価分析を参照収益と収入
| CMIN3 損益計算書（TTM） | |
|---|---|
| 収益 | R$17.82b |
| 売上原価 | R$8.40b |
| 売上総利益 | R$9.42b |
| その他の費用 | R$7.19b |
| 収益 | R$2.23b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 05, 2026
| 一株当たり利益（EPS） | 0.41 |
| グロス・マージン | 52.87% |
| 純利益率 | 12.51% |
| 有利子負債／自己資本比率 | 128.9% |
CMIN3 の長期的なパフォーマンスは？
過去の実績と比較を見る| CSN Mineração 配当日 | |
|---|---|
| 配当落ち日 | Jan 05 2026 |
| 配当支払日 | Dec 31 2026 |
| 配当落ちまでの日数 | 153 days |
| 配当支払日までの日数 | 207 days |
CMIN3 配当は確実ですか？
CMIN3 配当履歴とベンチマークを見る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 | 2026/06/06 18:00 |
| 終値 | 2026/06/05 00:00 |
| 収益 | 2026/03/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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や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
CSN Mineração S.A. 10 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。16
| アナリスト | 機関 |
|---|---|
| Mary Cleia da Silva | BB Banco de Investimento S.A. |
| Caio Ribeiro | BofA Global Research |
| Matheus Moreira | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |