CSN Mineração S.A.

BOVESPA:CMIN3 株式レポート

時価総額:R$22.6b

CSN Mineração 将来の成長

Future 基準チェック /16

CSN Mineração利益と収益がそれぞれ年間0.3%と0.6%増加すると予測されています。EPS は年間 減少すると予想されています。自己資本利益率は 3 年後に24.2% 1.3%なると予測されています。

主要情報

0.3%

収益成長率

-1.32%

EPS成長率

Metals and Mining 収益成長20.6%
収益成長率0.6%
将来の株主資本利益率24.16%
アナリストカバレッジ

Good

最終更新日25 Jun 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 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...
User avatar
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...

業績と収益の成長予測

BOVESPA:CMIN3 - アナリストの将来予測と過去の財務データ ( )BRL 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
12/31/202816,9042,244-2,119N/A8
12/31/202715,5062,276-3,118N/A10
12/31/202615,5711,426-2,128N/A8
3/31/202617,8182,229N/AN/AN/A
12/31/202518,0251,650-4711,894N/A
9/30/202517,9252,4713,0895,228N/A
6/30/202516,7462,2215,6197,630N/A
3/31/202516,8973,6138,22510,127N/A
12/31/202416,4964,5289,99411,757N/A
9/30/202417,1793,8717,3158,876N/A
6/30/202418,0524,6246,3867,876N/A
3/31/202417,8773,6115,0256,468N/A
12/31/202318,8803,5696,8038,246N/A
9/30/202317,3463,0815,6916,900N/A
6/30/202315,2302,3954,3625,442N/A
3/31/202313,8952,7274,5405,679N/A
12/31/202213,2732,950-1,776-585N/A
9/30/202211,9452,783-2,091-731N/A
6/30/202212,2793,0731,1452,574N/A
3/31/202217,2934,7471,5633,056N/A
12/31/202119,0406,3717,7069,042N/A
9/30/202121,2417,00910,13511,265N/A
6/30/202122,4237,6738,0138,955N/A
3/31/202117,6075,9927,2257,868N/A
12/31/202013,7904,0315,1875,829N/A
9/30/202012,1143,4013,6934,301N/A
12/31/201911,4563,664N/A5,828N/A
12/31/20187,2331,062N/A1,641N/A
12/31/20175,501877N/A1,711N/A
12/31/20165,417663N/A618N/A
12/31/20151962,185N/A78N/A

アナリストによる今後の成長予測

収入対貯蓄率: CMIN3の予測収益成長率 (年間0.3% ) は 貯蓄率 ( 12.4% ) を下回っています。

収益対市場: CMIN3の収益 ( 0.3% ) BR市場 ( 13.2% ) よりも低い成長が予測されています。

高成長収益: CMIN3の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: CMIN3の収益 ( 0.6% ) BR市場 ( 7.5% ) よりも低い成長が予測されています。

高い収益成長: CMIN3の収益 ( 0.6% ) 20%よりも低い成長が予測されています。


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: CMIN3の 自己資本利益率 は、3年後には高くなると予測されています ( 24.2 %)


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2026/06/30 16:37
終値2026/06/29 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
  • 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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 SilvaBB Banco de Investimento S.A.
Caio RibeiroBofA Global Research
Matheus MoreiraBradesco S.A. Corretora de Títulos e Valores Mobiliários