Drax Group 将来の成長
Future 基準チェック /26
Drax Groupの収益は年間7%で減少すると予測されていますが、年間利益は年間13.8%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12.2% 15.2%なると予測されています。
主要情報
13.8%
収益成長率
15.20%
EPS成長率
| Renewable Energy 収益成長 | 6.9% |
| 収益成長率 | -7.0% |
| 将来の株主資本利益率 | 12.16% |
| アナリストカバレッジ | Good |
| 最終更新日 | 13 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
DRX: Neutral Stance As Battery Agreements And Buybacks Support Future Returns
Analysts have edged their average price target for Drax Group up by £0.50 to £9.50, reflecting recent downgrades to more neutral ratings. They still acknowledge long term value opportunities and current fair pricing after the share price rally.ナラティブの更新 • Apr 15
DRX: Neutral Outlook As Battery Expansion And Buybacks Shape Future Returns
Analysts have nudged their price targets for Drax Group higher to about £9.50 per share, reflecting slightly stronger revenue assumptions and a modestly lower discount rate. Recent rating changes suggest the stock is now viewed as more fairly valued after its recent share price move.
ナラティブの更新 • Mar 31
DRX: Rich P/E Leaves Little Protection If Long Term Projects Disappoint
Analysts have nudged their fair value estimate for Drax Group slightly higher, with the implied price target moving from about £7.35 to roughly £7.42. Recent research highlights incremental improvements in profit margin assumptions and valuation multiples, even as near term revenue expectations remain cautious.ナラティブの更新 • Mar 17
DRX: Future Returns Will Rely On Execution Risks At Rich P/E
Analysts have nudged their fair value estimate for Drax Group modestly higher, alongside a raised price target to £9.50. This reflects updated assumptions on discount rates, revenue trends, margins and future P/E after recent downgrades that frame the shares as more fairly priced on current information.ナラティブの更新 • Mar 03
DRX: Neutral Stance As Battery Agreements And Buybacks Shape Future Returns
Analysts have nudged their price target on Drax Group higher to £9.50 from £9.00, reflecting updated views on revenue trends, margins and future P/E, even as recent research updates describe the shares as fairly priced with a more neutral stance. Analyst Commentary Recent research on Drax Group points to a more balanced view, with higher price targets sitting alongside rating cuts to neutral stances.ナラティブの更新 • Feb 17
DRX: Future Returns Will Depend On Rich P/E Amid Softer Margins
The analyst price target for Drax Group has shifted modestly, with the updated fair value estimate moving from £6.80 to about £7.02, as analysts factor in a slightly higher discount rate, softer revenue and margin assumptions, and a higher expected future P/E multiple. Analyst Commentary Recent research highlights a more cautious tone around Drax Group, with some bearish analysts questioning how much upside remains after the latest fair value adjustment.ナラティブの更新 • Feb 03
DRX: New Low Carbon Contract Will Support Earnings With Sustainability Trade Offs
Analysts have lifted their fair value estimate for Drax Group from £8.24 to £9.29, citing updated assumptions around discount rates, revenue trends, profit margins, and a higher future P/E multiple. What's in the News Drax Group signed an agreement with the Low Carbon Contracts Company for a low carbon dispatchable contract for difference covering all four biomass units at Drax Power Station from April 2027 to March 2031, with a strike price of £109.90/MWh in 2012 real terms (Key Developments).分析記事 • Jan 28
Are Drax Group plc (LON:DRX) Investors Paying Above The Intrinsic Value?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Drax Group fair value estimate is UK£7.10 Current share price...
ナラティブの更新 • Jan 20
DRX: New Low Carbon CfD Will Support Higher Long Term Profitability
Analysts have lifted their fair value estimate for Drax Group from £10.63 to £11.20, citing updated assumptions that combine a slightly lower discount rate with a higher profit margin outlook, while still factoring in a revenue decline and a largely unchanged future P/E multiple. What's in the News Drax Group signed an agreement with the Low Carbon Contracts Company (LCCC) for a low carbon dispatchable Contracts for Difference (CfD) covering all four biomass units at Drax Power Station for April 2027 to March 2031, with a strike price of £109.90/MWh in 2012 real terms (Key Developments).ナラティブの更新 • Jan 05
DRX: Future Returns Will Rely On Lower-Priced Low Carbon Contract
Analysts have trimmed their price target on Drax Group slightly to reflect revised assumptions, including a fair value adjustment to £6.80, updated revenue and profit margin expectations, and a lower future P/E estimate. What's in the News Drax has signed a low carbon dispatchable Contract for Difference with the Low Carbon Contracts Company covering all four biomass units at Drax Power Station from April 2027 to March 2031, with a strike price of £109.90/MWh based on 2012 real prices (Key Developments).分析記事 • Dec 25
Insufficient Growth At Drax Group plc (LON:DRX) Hampers Share Price
With a price-to-earnings (or "P/E") ratio of 7x Drax Group plc ( LON:DRX ) may be sending very bullish signals at the...ナラティブの更新 • Dec 14
DRX: Future Returns Will Depend On Lower-Priced Low Carbon Contract
Analysts have marginally trimmed their price target on Drax Group, citing slightly weaker revenue growth and profit margin expectations that outweigh a modest uplift in future valuation multiples. This reduces fair value by around £0.04 per share to approximately £6.85.ナラティブの更新 • Nov 24
DRX: New CfD Agreement Will Drive Up Power Generation Profitability
Analysts have raised their price target for Drax Group from £8.12 to £8.24. They cite slight improvements in discount rates and revenue projections, despite a more conservative outlook on profit margins and future valuation metrics.ナラティブの更新 • Nov 09
DRX: New Biomass Contract Will Drive Power Generation Momentum Forward
Analysts have slightly reduced their price target for Drax Group, lowering the fair value estimate from £8.39 to £8.12. This change is based on adjustments to expected growth rates and financial metrics.ナラティブの更新 • Oct 26
Dividends And Share Buybacks Will Shape Returns Amid Shifting Policy Risks
Drax Group Analyst Price Target Sees Marginal Adjustment Analysts have made a slight downward revision to Drax Group's price target, adjusting it by a few pence. Minor changes to the discount rate and future profit assumptions influenced their updated valuation.ナラティブの更新 • Oct 12
Government CfD And Renewables Will Drive Growth Amid Pellet Risks
Analysts have revised their price target for Drax Group downward, lowering the estimated fair value from £8.58 to £8.39 per share. This change reflects updated outlooks on the company's profitability and growth prospects.ナラティブの更新 • Sep 04
Government CfD And Renewables Will Drive Growth Amid Pellet Risks
Analysts maintain a positive outlook on Drax Group due to anticipated value creation from UK grid intermittency, upcoming share price catalysts, and a possible £200M share buyback extension; however, the consensus price target remains unchanged at £8.58. Analyst Commentary Expectation of increased value creation for Drax as grid intermittency rises in the UK power sector.分析記事 • May 26
Drax Group (LON:DRX) Takes On Some Risk With Its Use Of 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 • Mar 13
Broker Revenue Forecasts For Drax Group plc (LON:DRX) Are Surging Higher
Drax Group plc ( LON:DRX ) shareholders will have a reason to smile today, with the analysts making substantial...
新しいナラティブ • Mar 02
Investments In FlexGen And BECCS Will Impact Future Earnings, But Policy Risks Persist
Strategic investments in flexible generation and energy solutions are set to enhance post-2027 earnings and revenue through expanded capacity and efficiency.分析記事 • Jan 20
Should You Investigate Drax Group plc (LON:DRX) At UK£6.30?
While Drax Group plc ( LON:DRX ) might not have the largest market cap around , it received a lot of attention from a...分析記事 • Dec 20
Is Now The Time To Put Drax Group (LON:DRX) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Nov 20
Drax Group plc's (LON:DRX) Earnings Are Not Doing Enough For Some Investors
With a price-to-earnings (or "P/E") ratio of 3.7x Drax Group plc ( LON:DRX ) may be sending very bullish signals at the...分析記事 • Sep 24
Drax Group (LON:DRX) Seems To Use Debt Quite Sensibly
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 • Aug 31
What Is Drax Group plc's (LON:DRX) Share Price Doing?
Drax Group plc ( LON:DRX ), might not be a large cap stock, but it led the LSE gainers with a relatively large price...分析記事 • Jul 29
Drax Group plc (LON:DRX) Surges 31% Yet Its Low P/E Is No Reason For Excitement
Drax Group plc ( LON:DRX ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...分析記事 • Apr 24
What Does Drax Group plc's (LON:DRX) Share Price Indicate?
Drax Group plc ( LON:DRX ), is not the largest company out there, but it saw a significant share price rise of 22% in...分析記事 • Apr 09
Here's Why Drax Group (LON:DRX) Has A Meaningful Debt Burden
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 • Feb 07
Calculating The Intrinsic Value Of Drax Group plc (LON:DRX)
Key Insights Drax Group's estimated fair value is UK£5.25 based on Dividend Discount Model With UK£4.67 share price...分析記事 • Dec 24
Drax Group plc (LON:DRX) Doing What It Can To Lift Shares
With a price-to-earnings (or "P/E") ratio of 10.1x Drax Group plc ( LON:DRX ) may be sending bullish signals at the...分析記事 • Oct 24
Drax Group plc (LON:DRX) Shares Could Be 23% Below Their Intrinsic Value Estimate
Key Insights Drax Group's estimated fair value is UK£5.35 based on Dividend Discount Model Drax Group's UK£4.10 share...分析記事 • Sep 20
Should You Investigate Drax Group plc (LON:DRX) At UK£5.20?
Drax Group plc ( LON:DRX ), is not the largest company out there, but it received a lot of attention from a substantial...業績と収益の成長予測
| 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 |
|---|---|---|---|---|---|
| 12/31/2028 | 4,630 | 204 | 94 | 474 | 7 |
| 12/31/2027 | 4,771 | 175 | 714 | 964 | 9 |
| 12/31/2026 | 5,251 | 269 | 298 | 575 | 9 |
| 12/31/2025 | 5,391 | 73 | 516 | 810 | N/A |
| 9/30/2025 | 5,521 | 240 | 514 | 830 | N/A |
| 6/30/2025 | 5,651 | 408 | 511 | 850 | N/A |
| 3/31/2025 | 5,907 | 467 | 492 | 855 | N/A |
| 12/31/2024 | 6,163 | 527 | 472 | 860 | N/A |
| 9/30/2024 | 6,581 | 590 | 436 | 868 | N/A |
| 6/30/2024 | 7,000 | 654 | 401 | 876 | N/A |
| 3/31/2024 | 7,367 | 608 | 398 | 856 | N/A |
| 12/31/2023 | 7,733 | 562 | 395 | 836 | N/A |
| 9/30/2023 | 7,921 | 373 | 232 | 578 | N/A |
| 6/30/2023 | 8,110 | 184 | 70 | 320 | N/A |
| 3/31/2023 | 7,943 | 135 | 51 | 264 | N/A |
| 12/31/2022 | 7,775 | 85 | 33 | 208 | N/A |
| 9/30/2022 | 7,123 | 148 | 70 | 272 | N/A |
| 6/30/2022 | 6,471 | 211 | 106 | 335 | N/A |
| 3/31/2022 | 5,780 | 133 | 102 | 321 | N/A |
| 12/31/2021 | 5,088 | 56 | 97 | 307 | N/A |
| 9/30/2021 | 4,695 | -35 | 79 | 274 | N/A |
| 6/30/2021 | 4,302 | -125 | 61 | 241 | N/A |
| 3/31/2021 | 4,273 | -160 | 97 | 273 | N/A |
| 12/31/2020 | 4,245 | -195 | 132 | 306 | N/A |
| 6/30/2020 | 4,352 | -89 | 233 | 395 | N/A |
| 3/31/2020 | 4,410 | -49 | 237 | 404 | N/A |
| 12/31/2019 | 4,468 | -10 | 242 | 413 | N/A |
| 9/30/2019 | 4,553 | 14 | N/A | 407 | N/A |
| 6/30/2019 | 4,393 | 28 | N/A | 399 | N/A |
| 3/31/2019 | 4,311 | 24 | N/A | 355 | N/A |
| 12/31/2018 | 4,229 | 20 | N/A | 311 | N/A |
| 9/30/2018 | 4,091 | -33 | N/A | 271 | N/A |
| 6/30/2018 | 3,952 | -86 | N/A | 231 | N/A |
| 3/31/2018 | 3,818 | -127 | N/A | 273 | N/A |
| 12/31/2017 | 3,684 | -168 | N/A | 315 | N/A |
| 9/30/2017 | 3,474 | -104 | N/A | 276 | N/A |
| 6/30/2017 | 3,264 | -40 | N/A | 236 | N/A |
| 3/31/2017 | 3,107 | 77 | N/A | 214 | N/A |
| 12/31/2016 | 2,950 | 194 | N/A | 191 | N/A |
| 9/30/2016 | 2,995 | 180 | N/A | 162 | N/A |
| 6/30/2016 | 3,040 | 166 | N/A | 133 | N/A |
| 3/31/2016 | 3,053 | 111 | N/A | 141 | N/A |
| 12/31/2015 | 3,065 | 56 | N/A | 148 | N/A |
| 9/30/2015 | 3,062 | 115 | N/A | 178 | N/A |
| 6/30/2015 | 3,060 | 174 | N/A | 207 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: DRXの予測収益成長率 (年間13.8% ) は 貯蓄率 ( 3.4% ) を上回っています。
収益対市場: DRXの収益 ( 13.8% ) 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: DRX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: DRX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-7% )。
高い収益成長: DRX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-7% )。
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: DRX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 ( 12.2 %)。
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 | 2026/05/26 21:20 |
| 終値 | 2026/05/26 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
Drax Group plc 9 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。27
| アナリスト | 機関 |
|---|---|
| Mark Hives | Barclays |
| Dominic Nash | Barclays |
| Dominic Nash | Barclays |