Mondi plc

LSE:MNDI 株式レポート

時価総額:UK£3.3b

Mondi 将来の成長

Future 基準チェック /36

Mondi利益と収益がそれぞれ年間30.9%と3.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.8% 27.1%なると予測されています。

主要情報

30.9%

収益成長率

27.05%

EPS成長率

Forestry 収益成長19.4%
収益成長率3.5%
将来の株主資本利益率8.79%
アナリストカバレッジ

Good

最終更新日25 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 Apr 29

MNDI: Reset Expectations And Mixed Broker Stance Will Support Future Returns

Analysts have trimmed Mondi's fair value estimate from about £10.19 to £9.62 per share, reflecting a series of recent price target cuts from Citi, Deutsche Bank, JPMorgan and Morgan Stanley, which were partly offset by one price target increase and new neutral initiations. Analyst Commentary Recent Street research on Mondi points to a mixed but generally more cautious stance on the shares, with several firms adjusting price targets lower and a smaller number tightening or lifting targets while keeping ratings broadly unchanged.
ナラティブの更新 Apr 15

MNDI: Future Dividend Resilience Will Support Re Rating Despite Mixed Broker Views

Mondi's updated analyst price target reflects a modest recalibration, with fair value now at £13.78 compared with £13.64 previously. Analysts are balancing recent target changes from JPMorgan, Citi, Morgan Stanley and others against small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions.
ナラティブの更新 Mar 31

MNDI: Future Dividend Resilience Will Drive Re Rating Despite Mixed Broker Stances

Analysts have trimmed Mondi's fair value only slightly, to about £13.64 from £13.66, reflecting a series of reduced price targets in the £780 to £1,030 range as they factor in updated assumptions on discount rates, revenue growth, profit margins and future P/E. Analyst Commentary Recent Street research on Mondi presents a mixed but informative picture, with price targets spread across a wide range and ratings spanning Buy, Neutral and Underweight.
ナラティブの更新 Mar 17

MNDI: Future Dividend Resilience Will Support Re Rating Despite Mixed Coverage

The updated analyst price target for Mondi has increased to £13.66 from £12.55. Analysts attribute the change to adjusted discount rate assumptions, slightly higher revenue growth expectations and a higher future P/E multiple, despite a series of recent target cuts and mixed ratings across the Street.
ナラティブの更新 Mar 03

MNDI: Reset Expectations Will Support Future Returns Despite Recent Rating Downgrades

Mondi's updated analyst price target has edged lower, with recent cuts to around £7.80 to £9.00. This reflects more cautious assumptions on growth, margins and fair value, while still incorporating a higher future P/E multiple.
ナラティブの更新 Feb 17

MNDI: Future Dividend Resilience Will Support Re Rating After Cautious Coverage

The latest analyst price target for Mondi has been adjusted to £12.55 from £12.36, as analysts factor in slightly different assumptions for discount rates, revenue growth, profit margins and future P/E, while recent research incorporates more cautious views on valuation and sector fundamentals. Analyst Commentary Recent research around Mondi reflects a mixed backdrop, but there are still some clear positives that more optimistic voices are focusing on, especially around valuation support and the potential for improved execution over time.
ナラティブの更新 Feb 03

MNDI: Weaker Sector Fundamentals Will Pressure Multiples And Heighten Dividend Risk

Analysts have trimmed their price targets for Mondi to a range of about £7.60 to £8.00 per share, reflecting weaker sector fundamentals, more cautious assumptions on revenue growth and profit margins, and concerns that current trading levels sit above the company's long term valuation multiples. Analyst Commentary Bearish analysts have turned more cautious on Mondi, cutting ratings and resetting price targets closer to where they see long term valuation multiples and weaker sector conditions lining up.
ナラティブの更新 Jan 20

MNDI: Future Dividend Resilience Will Underpin Rebound After Cautious Downgrades

The analyst price target for Mondi has been cut in line with a lower fair value estimate to reflect what analysts see as weak market fundamentals and overly optimistic consensus expectations, following recent target reductions to £8.00 and £7.60 and downgrades to Underweight. Analyst Commentary Recent research on Mondi has turned more cautious, with price targets reduced to £8.00 and £7.60 and ratings cut to Underweight.
ナラティブの更新 Jan 05

MNDI: Future Dividend Resilience Will Drive Rebound After Recent Downgrades

Narrative update The analyst price target for Mondi has been reduced in light of a lower fair value estimate of €13.76 from €17.67 and more cautious assumptions on revenue growth and future P/E, as analysts reassess expectations and highlight risks to dividends and prior target levels ranging from £7.60 to £12.50. Analyst Commentary Recent Street research on Mondi points to a mixed but still constructive set of views, with some firms turning more cautious while others maintain a more positive stance on execution and valuation support.
ナラティブの更新 Dec 18

MNDI Will Face Mounting Dividend Risk As Expectations Reset

Mondi's analyst price targets have been cut meaningfully, with a lower fair value estimate falling from roughly 10.8 to 7.5, as analysts temper expectations for revenue growth, margins, and future earnings multiples while flagging elevated risks to near term dividends and catalysts. Analyst Commentary Recent Street research reflects a notable reset in expectations for Mondi, with several bearish analysts cutting price targets and, in some cases, ratings.
ナラティブの更新 Dec 04

MNDI: Business Reorganisation Will Drive Future Returns Despite Mounting Dividend Concerns

The analyst price target for Mondi has been revised lower to about £10.38 per share from roughly £10.36, as analysts temper revenue growth expectations and highlight softer sector sentiment, along with rising concerns over optimistic consensus forecasts and dividend sustainability. Analyst Commentary Recent Street research reflects a more balanced, yet cautious, stance on Mondi, with several firms trimming price targets and reassessing ratings as they recalibrate expectations for earnings growth, cash generation, and shareholder returns.
ナラティブの更新 Nov 20

MNDI: Business Reorganisation Will Drive Long-Term Value Despite Dividend Risks

The analyst price target for Mondi has declined significantly in recent updates. The consensus decrease reflects cautious sentiment from analysts who cite risks to future dividends and skepticism about optimistic growth expectations.
ナラティブの更新 Nov 05

MNDI: Market Reorganization Will Drive Gradual Recovery Amid Reduced Forward Multiples

Analysts have reduced their price targets for Mondi. The consensus fair value estimate has decreased from £10.48 to £10.30 per share, reflecting a less optimistic outlook amid limited near-term catalysts for the company.
ナラティブの更新 Oct 22

Analyst Commentary Highlights Reduced Price Targets and Ongoing Caution for Mondi Shares

The analyst price target for Mondi has been significantly reduced, dropping from approximately £12.20 to £10.48 per share. Analysts cite weaker projections for revenue growth and profitability as the reason for this change.
ナラティブの更新 Oct 08

Capacity Expansion And Sustainable Packaging Will Unlock Market Potential

The average analyst price target for Mondi has been reduced from approximately £13.80 to £12.20. This change reflects analysts' expectations of softer revenue growth and profit margins in the near term.
分析記事 Sep 18

Investors Still Waiting For A Pull Back In Mondi plc (LON:MNDI)

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
分析記事 Aug 18

Here's Why Mondi (LON:MNDI) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 Aug 07

Capacity Expansion And Sustainable Packaging Will Unlock Market Potential

Despite the consensus analyst price target for Mondi remaining stable at £13.78, the company’s future P/E ratio has declined notably, reflecting lower market expectations for future earnings growth. Valuation Changes Summary of Valuation Changes for Mondi The Consensus Analyst Price Target remained effectively unchanged, at £13.78.
分析記事 Aug 01

A Look At The Intrinsic Value Of Mondi plc (LON:MNDI)

Key Insights Mondi's estimated fair value is UK£12.28 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 May 11

Mondi plc's (LON:MNDI) P/E Still Appears To Be Reasonable

Mondi plc's ( LON:MNDI ) price-to-earnings (or "P/E") ratio of 27.7x might make it look like a strong sell right now...
分析記事 Apr 26

These 4 Measures Indicate That Mondi (LON:MNDI) Is Using Debt Reasonably Well

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

Investors Can Find Comfort In Mondi's (LON:MNDI) Earnings Quality

The market for Mondi plc's ( LON:MNDI ) shares didn't move much after it posted weak earnings recently. Our analysis...
User avatar
新しいナラティブ Feb 23

Acquisition Of Schumacher's Assets Will Expand Global Packaging Presence

Strategic acquisitions and CapEx investments aim to boost Mondi’s North American presence and improve efficiency, supporting revenue growth and synergies.
分析記事 Jan 26

Mondi plc (LON:MNDI) Shares Could Be 23% Below Their Intrinsic Value Estimate

Key Insights Mondi's estimated fair value is UK£15.99 based on 2 Stage Free Cash Flow to Equity Mondi's UK£12.29 share...
分析記事 Oct 18

Is There An Opportunity With Mondi plc's (LON:MNDI) 33% Undervaluation?

Key Insights The projected fair value for Mondi is UK£19.08 based on 2 Stage Free Cash Flow to Equity Mondi's UK£12.87...
分析記事 Aug 22

Why Investors Shouldn't Be Surprised By Mondi plc's (LON:MNDI) P/E

Mondi plc's ( LON:MNDI ) price-to-earnings (or "P/E") ratio of 19.4x might make it look like a sell right now compared...
分析記事 Aug 04

Here's Why Mondi (LON:MNDI) Has A Meaningful Debt Burden

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 May 21

Calculating The Intrinsic Value Of Mondi plc (LON:MNDI)

Key Insights The projected fair value for Mondi is UK£19.53 based on 2 Stage Free Cash Flow to Equity With UK£16.04...
分析記事 May 03

Investor Optimism Abounds Mondi plc (LON:MNDI) But Growth Is Lacking

It's not a stretch to say that Mondi plc's ( LON:MNDI ) price-to-earnings (or "P/E") ratio of 15.9x right now seems...
分析記事 Mar 28

Earnings Troubles May Signal Larger Issues for Mondi (LON:MNDI) Shareholders

Mondi plc's ( LON:MNDI ) recent weak earnings report didn't cause a big stock movement. We think that investors are...
分析記事 Mar 15

We Think Mondi (LON:MNDI) Can Stay On Top Of Its Debt

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 17

Little Excitement Around Mondi plc's (LON:MNDI) Earnings

With a price-to-earnings (or "P/E") ratio of 10.5x Mondi plc ( LON:MNDI ) may be sending bullish signals at the moment...
分析記事 Nov 18

Mondi (LON:MNDI) Is Reinvesting At Lower Rates Of Return

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 Oct 11

Estimating The Intrinsic Value Of Mondi plc (LON:MNDI)

Key Insights Mondi's estimated fair value is UK£11.82 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 Sep 25

Here's Why Mondi (LON:MNDI) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 Jun 22

We Think Mondi (LON:MNDI) Can Stay On Top Of Its Debt

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 May 19

Mondi (LON:MNDI) Hasn't Managed To Accelerate Its Returns

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 May 01

Are Mondi plc (LON:MNDI) Investors Paying Above The Intrinsic Value?

Key Insights The projected fair value for Mondi is UK£9.44 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 Mar 20

We Think Mondi (LON:MNDI) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...

業績と収益の成長予測

LSE:MNDI - アナリストの将来予測と過去の財務データ ( )EUR 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
12/31/20288,4733673531,08510
12/31/20278,23331119794711
12/31/20267,84514917379611
12/31/20257,663165246986N/A
9/30/20257,625177114956N/A
6/30/20257,586189-19926N/A
3/31/20257,501204-81889N/A
12/31/20247,416218-143851N/A
9/30/20247,302305-44945N/A
6/30/20247,188392541,038N/A
3/31/20247,2594472601,199N/A
12/31/20237,3305024651,359N/A
9/30/20237,8046396301,407N/A
6/30/20238,2787757951,455N/A
3/31/20238,5909818371,452N/A
12/31/20228,9021,1868791,448N/A
9/30/20228,5491,0938271,371N/A
6/30/20228,1969997741,293N/A
3/31/20227,5857716911,222N/A
12/31/20216,9745436081,150N/A
9/30/20216,7345206551,225N/A
6/30/20216,4944977021,299N/A
3/31/20216,5795406651,309N/A
12/31/20206,6635826271,318N/A
9/30/20206,8066405591,314N/A
6/30/20206,9496974901,309N/A
3/31/20207,1097555311,349N/A
12/31/20197,2688125711,388N/A
9/30/20197,397875N/A1,377N/A
6/30/20197,525937N/A1,365N/A
3/31/20197,503881N/A1,386N/A
12/31/20187,481824N/A1,407N/A
9/30/20187,361747N/A1,347N/A
6/30/20187,241670N/A1,286N/A
3/31/20187,169669N/A1,250N/A
12/31/20177,096668N/A1,213N/A
9/30/20177,014646N/A1,233N/A
6/30/20176,932624N/A1,252N/A
3/31/20176,797631N/A1,241N/A
12/31/20166,662638N/A1,229N/A
9/30/20166,667655N/A1,208N/A
6/30/20166,672671N/A1,187N/A
3/31/20166,746636N/A1,153N/A
12/31/20156,819600N/A1,119N/A
9/30/20156,766564N/A1,053N/A
6/30/20156,713528N/A987N/A

アナリストによる今後の成長予測

収入対貯蓄率: MNDIの予測収益成長率 (年間30.9% ) は 貯蓄率 ( 3.4% ) を上回っています。

収益対市場: MNDIの収益 ( 30.9% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。

高成長収益: MNDIの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: MNDIの収益 ( 3.5% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。

高い収益成長: MNDIの収益 ( 3.5% ) 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: MNDI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 ( 8.8 %)。


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2026/05/25 13:45
終値2026/05/22 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

Mondi plc 11 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。20

アナリスト機関
Caroline LearmonthBarclays
Pallav MittalBarclays
Joseph BloomfieldBerenberg