Glencore（GLEN）株式概要
グレンコアplcは南北アメリカ、ヨーロッパ、アジア、アフリカ、オセアニアで金属、鉱物、エネルギー製品の生産、精製、加工、貯蔵、輸送、マーケティングを行っている。 詳細
GLEN Community Fair Values
Create NarrativeSee what 189 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Materials opportunity
ST
Fair Value from
CA$5.0768.0% 割安 内在価値ディスカウント
An Undervalued 3.3Moz Gold Project in Canada
Key takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.
Read full narrativeGlencore plc 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | UK£5.63 |
| 52週高値 | UK£5.78 |
| 52週安値 | UK£2.62 |
| ベータ | 0.53 |
| 1ヶ月の変化 | -0.44% |
| 3ヶ月変化 | 13.45% |
| 1年変化 | 110.42% |
| 3年間の変化 | 28.82% |
| 5年間の変化 | 73.21% |
| IPOからの変化 | 6.26% |
最新ニュース
ナラティブ更新 • Apr 27
GLEN: Fair Outlook Balances Ended Megamerger Talks With Evolving Earnings Expectations
Glencore's analyst price target has been lifted by £0.13. Analysts point to updated assumptions for slightly higher revenue growth, a modestly higher fair value estimate and a somewhat richer future P/E multiple as key drivers of the change.ナラティブ更新 • Apr 12
GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations
The analyst price target for Glencore has been revised higher, with recent moves such as Morgan Stanley’s £0.40 increase and several other target lifts pointing to analysts factoring in slightly stronger revenue growth, modestly higher profit margins and a marginally richer future P/E assumption, despite a higher discount rate. Analyst Commentary Recent research on Glencore shows a mix of optimism and caution, with several target changes and rating adjustments reflecting differing views on how execution, commodity exposure and capital allocation might influence the share price over time.ナラティブ更新 • Mar 28
GLEN: Fair Outlook Balances Ended Megamerger Talks And Evolving Earnings Expectations
Glencore's analyst price target has shifted within a relatively tight range, with moves such as JPMorgan trimming its view to £4.60 and Berenberg nudging its target to £6.00. Analysts are reassessing fair value using slightly lower discount rates, modestly different revenue growth assumptions, and small adjustments to expected profit margins and future P/E.Recent updates
ナラティブ更新 • Apr 27
GLEN: Fair Outlook Balances Ended Megamerger Talks With Evolving Earnings Expectations
Glencore's analyst price target has been lifted by £0.13. Analysts point to updated assumptions for slightly higher revenue growth, a modestly higher fair value estimate and a somewhat richer future P/E multiple as key drivers of the change.ナラティブ更新 • Apr 12
GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations
The analyst price target for Glencore has been revised higher, with recent moves such as Morgan Stanley’s £0.40 increase and several other target lifts pointing to analysts factoring in slightly stronger revenue growth, modestly higher profit margins and a marginally richer future P/E assumption, despite a higher discount rate. Analyst Commentary Recent research on Glencore shows a mix of optimism and caution, with several target changes and rating adjustments reflecting differing views on how execution, commodity exposure and capital allocation might influence the share price over time.ナラティブ更新 • Mar 28
GLEN: Fair Outlook Balances Ended Megamerger Talks And Evolving Earnings Expectations
Glencore's analyst price target has shifted within a relatively tight range, with moves such as JPMorgan trimming its view to £4.60 and Berenberg nudging its target to £6.00. Analysts are reassessing fair value using slightly lower discount rates, modestly different revenue growth assumptions, and small adjustments to expected profit margins and future P/E.ナラティブ更新 • Mar 12
GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations
Glencore's updated analyst price target edges lower to £4.60, reflecting a mix of recent target cuts and raises as analysts factor in slightly higher discount rates, modestly softer revenue growth and profit margin assumptions, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Glencore shows a split in views, with some high profile firms lifting their targets and others turning more cautious.ナラティブ更新 • Feb 26
GLEN: Fair Outlook Balances Ended Megamerger Talks With Refined Earnings Assumptions
Analysts have lifted their price target on Glencore to £5.50 per share from £5.25, citing updated assumptions around fair value, revenue growth, discount rate and future P/E that together support a modestly higher valuation. Analyst Commentary Recent Street research on Glencore has been active, with several major banks updating their price targets and ratings in quick succession.ナラティブ更新 • Feb 10
GLEN: Fair Outlook Weighs Ended Megamerger Talks Against Evolving Earnings Power
Analysts have lifted their Glencore price targets, citing updated assumptions that show fair value at 5.30, slightly higher discount rates at 9.03%, and modest adjustments to revenue growth, profit margin and future P/E expectations. Analyst Commentary Recent research on Glencore shows active debate around where fair value sits, with several price target changes and at least one downgrade shaping a mixed picture.ナラティブ更新 • Jan 27
GLEN: Fair Outlook Sees Megamerger Talks And Smelter Closure Reshape Risk Balance
Analysts have lifted their price targets on Glencore, with recent increases to £4.80 and £4.40 per share supporting a higher fair value estimate and slightly adjusted assumptions for the discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts who set price targets at £4.80 and £4.40 per share are signaling confidence that their fair value assumptions support share levels above recent trading ranges.分析記事 • Jan 14
Glencore plc's (LON:GLEN) Shares Bounce 25% But Its Business Still Trails The Industry
Despite an already strong run, Glencore plc ( LON:GLEN ) shares have been powering on, with a gain of 25% in the last...ナラティブ更新 • Jan 12
GLEN: Fair Outlook Balances Megamerger Talks With Mixed Production And Asset Closures
Narrative update Analysts have lifted their price targets on Glencore to a range of £4.40 to £4.80, supported by refreshed models that reflect adjusted discount rates, updated revenue growth assumptions and a slightly higher future P/E multiple. Analyst Commentary Recent research on Glencore points to a tighter cluster of price targets in the £4.40 to £4.80 range, as bullish analysts refresh their models and refine assumptions on earnings and valuation multiples.ナラティブ更新 • Dec 15
GLEN: Higher Share Price Is Expected To Follow Clear Operational Delivery
Our Glencore analyst price target has been raised modestly, reflecting incremental fair value and profit margin upside as analysts highlight a series of upward target revisions, including moves to 400 GBp and 440 GBp, despite only slightly higher discount rate assumptions and tempered revenue growth expectations. Analyst Commentary Recent research updates on Glencore point to a broadly constructive stance on the shares, with multiple upward revisions to sterling based price targets partially offset by a more cautious view on near term execution risk.ナラティブ更新 • Nov 30
GLEN: Higher Price Expectations Will Depend On Delivering Key Operational Improvements
The analyst consensus price target for Glencore has increased from 400 GBp to 440 GBp, as analysts cite improved valuation metrics and ongoing strength in the company’s fundamentals. Analyst Commentary Recent analyst reports have highlighted both positive developments and ongoing challenges regarding Glencore's outlook.分析記事 • Nov 19
Calculating The Fair Value Of Glencore plc (LON:GLEN)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Glencore fair value estimate is UK£3.67 Glencore's UK£3.56...ナラティブ更新 • Nov 16
GLEN: Operational Delivery And Project Updates Will Shape Outlook Amid Market Caution
The consensus analyst price target for Glencore has been increased from £3.70 to £4.00, reflecting cautious optimism from analysts based on slightly higher valuations and the expectation of improved operational delivery. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Glencore's outlook.ナラティブ更新 • Nov 02
GLEN: Operational Delivery And Asset Quality Will Shape Near-Term Performance
Glencore's analyst price target has been raised, increasing from £3.93 to £4.00 per share. Analysts cite improved market outlook and expectations for operational delivery, despite a marginal downgrade in projected growth and profit margins.ナラティブ更新 • Oct 18
Normalized Copper Production And Argentina Projects Will Shape Future Success
Glencore's analyst price target has been raised, with consensus estimates increasing to 400 GBp from 370 GBp. Analysts cite improved profit margins and the company's strong operational outlook despite recent calls for further delivery. Analyst Commentary Analyst sentiment towards Glencore remains mixed following the company’s recent target price revisions and ratings changes.ナラティブ更新 • Oct 04
Normalized Copper Production And Argentina Projects Will Shape Future Success
Glencore's analyst price target has increased to £3.77 from £3.66 per share, as analysts cite improved revenue growth and stronger profit margins as key factors supporting the revised valuation. Analyst Commentary Recent street research highlights a mix of both optimism and caution regarding Glencore's near-term performance and valuation.ナラティブ更新 • Sep 19
Normalized Copper Production And Argentina Projects Will Shape Future Success
Glencore’s consensus price target has edged lower to £3.66 as analysts react to near-term free cash flow pressure from coal price weakness and commodity market volatility, though confidence in the company’s diversified assets and long-term positioning has limited the downward revision. Analyst Commentary Analysts cite near-term pressure on Glencore's free cash flow due to weakness in coal prices, leading to more cautious stances.ナラティブ更新 • Sep 04
Normalized Copper Production And Argentina Projects Will Shape Future Success
Despite near-term concerns over coal price weakness and commodity volatility, analysts remain divided on Glencore, with operational resilience and medium-term prospects balancing cautious views and leaving the consensus price target unchanged at £3.71. Analyst Commentary Bearish analysts highlight near-term pressure on Glencore's free cash flow resulting from weakness in coal prices.分析記事 • Jul 07
Investors Continue Waiting On Sidelines For Glencore plc (LON:GLEN)
With a price-to-sales (or "P/S") ratio of 0.2x Glencore plc ( LON:GLEN ) may be sending bullish signals at the moment...分析記事 • Jun 16
Glencore (LON:GLEN) Is Doing The Right Things To Multiply Its Share Price
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...分析記事 • May 11
Is There An Opportunity With Glencore plc's (LON:GLEN) 26% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Glencore fair value estimate is UK£3.42 Current share price of...
新しいナラティブ • Apr 22
Integration Of EVR And Rising Copper Output Will Drive Success
Integration of coal assets and supply discipline could drive earnings via synergies, cost reductions, and potentially higher pricing, boosting margins and revenues.株主還元
| GLEN | GB Metals and Mining | GB 市場 | |
|---|---|---|---|
| 7D | 0.04% | 4.8% | -0.8% |
| 1Y | 110.4% | 93.3% | 19.7% |
業界別リターン: GLEN過去 1 年間で93.3 % の収益を上げたUK Metals and Mining業界を上回りました。
リターン対市場: GLEN過去 1 年間で19.7 % の収益を上げたUK市場を上回りました。
価格変動
| GLEN volatility | |
|---|---|
| GLEN Average Weekly Movement | 3.4% |
| Metals and Mining Industry Average Movement | 9.2% |
| Market Average Movement | 5.6% |
| 10% most volatile stocks in GB Market | 11.6% |
| 10% least volatile stocks in GB Market | 3.1% |
安定した株価: GLEN 、 UK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: GLENの 週次ボラティリティ ( 3% ) 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 |
|---|---|---|---|
| 1974 | 80,423 | Gary Nagle | www.glencore.com |
グレンコアplcは米州、欧州、アジア、アフリカ、オセアニアで金属・鉱物、エネルギー製品の生産、精製、加工、貯蔵、輸送、マーケティングを行っている。マーケティング活動と産業活動の2つのセグメントで事業を展開している。銅、コバルト、鉛、ニッケル、亜鉛、クロム鉱石、フェロクロム、バナジウム、アルミニウム、アルミナ、鉄鉱石の生産・販売、石炭、原油、精製品、天然ガスの生産・販売、石油の探鉱・生産、精製・販売に従事している。また、バッテリー、エレクトロニクス、建設、自動車、鉄鋼、エネルギー、石油業界を含む産業消費者向けに、第三者生産者から調達した現物商品のマーケティングと流通にも携わっている。さらに、商品の生産者と消費者に融資、物流、その他のサービスを提供している。グレンコアplcは1974年に設立され、スイスのバールに本社を置いている。
Glencore plc 基礎のまとめ
| GLEN 基礎統計学 | |
|---|---|
| 時価総額 | UK£65.98b |
| 収益（TTM） | UK£266.36m |
| 売上高(TTM) | UK£181.64b |
247.7x
PER（株価収益率0.4x
P/SレシオGLEN は割高か？
公正価値と評価分析を参照収益と収入
| GLEN 損益計算書（TTM） | |
|---|---|
| 収益 | US$247.54b |
| 売上原価 | US$241.41b |
| 売上総利益 | US$6.12b |
| その他の費用 | US$5.76b |
| 収益 | US$363.00m |
直近の収益報告
Dec 31, 2025
次回決算日
Aug 05, 2026
| 一株当たり利益（EPS） | 0.031 |
| グロス・マージン | 2.47% |
| 純利益率 | 0.15% |
| 有利子負債／自己資本比率 | 119.7% |
GLEN の長期的なパフォーマンスは？
過去の実績と比較を見る| Glencore 配当日 | |
|---|---|
| 配当落ち日 | May 07 2026 |
| 配当支払日 | Jun 03 2026 |
| 配当落ちまでの日数 | 4 days |
| 配当支払日までの日数 | 23 days |
GLEN 配当は確実ですか？
GLEN 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 | 2026/05/11 06:00 |
| 終値 | 2026/05/08 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 |
| |
| 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
Glencore plc 16 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。33
| アナリスト | 機関 |
|---|---|
| Wade Napier | Avior Capital Markets |
| David Simon Butler | Barclays |
| Izak Rossouw | Barclays |