Pan American Silver Corp.

NYSE:PAAS 株式レポート

時価総額：US$23.8b

Pan American Silver 将来の成長

Future 基準チェック /36

Pan American Silver利益と収益がそれぞれ年間17.1%と8.2%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22.9% 10.6%なると予測されています。

主要情報

17.1%

収益成長率

10.63%

EPS成長率

Metals and Mining 収益成長13.4%
収益成長率8.2%
将来の株主資本利益率22.91%
アナリストカバレッジ

Good

最終更新日06 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Apr 07

Pan American Silver: What To Expect In Extreme Market Volatility

Summary Despite the wicked sell-off in silver and gold this year, Pan American Silver continued to benefit from significantly higher prices in Q1 versus Q4 FY25. Today I'll take a fresh look at the company, including excellent exploration results at the world-class 100% owned La Colorada mine in Mexico. I'll also present commentary on the company's 2026 guidance and review Q1 earnings estimates (the Q1 report is due out May 5th, after the market closes). I maintain my STRONG BUY rating on PAAS, but I caution investors to take advantage of extreme market volatility and to only add to positions on significant sell-offs. Read the full article on Seeking Alpha
Seeking Alpha • Apr 28

Pan American Silver: Flying High, But Stuck In A Holding Pattern - With Escobal In View

Summary Pan American Silver (PAAS) is rated "Hold" due to expected declines in both silver and gold production in 2025, despite recent price surges. PAAS's gold production has increased since acquiring Yamana Gold's assets, but 2025 production is projected to be 10% - 17% lower than last year. Silver production is also expected to decline, with La Colorada and Huaron being the only operations with a positive outlook for 2025. PAAS's current valuation is higher than its peers, making it less attractive for long-term investment, but it offers short-term trading opportunities. Read the full article on Seeking Alpha
Seeking Alpha • Apr 07

Pan American Silver: Another Record Year On Deck

Summary Pan American had a decent 2024, reporting significant growth in free cash flow and a return to a net cash position, offset by a slight miss on its guidance midpoint. While the company had a solid 2024, it faces a production cliff in 2028 if it can't extend mine lives at a few of its assets and/or bring Escobal online. On a positive note, Pan American stands out as a company focused on per-share growth, unlike most of its silver peers & trades at a reasonable valuation. In this update, we'll dig into the Q4 and FY2024 results, recent developments, and whether the stock is offering an adequate margin of safety at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Jan 22

Secular Silver Shortfall Could Keep Prices Higher For Longer For Pan American Silver

Summary Pan American Silver is a top silver producer, benefiting from the Yamana acquisition, asset divestitures, and strong metal markets, making it a solid buy. Management focuses on aggressive deleveraging, maintaining a $0.40 annual dividend, and authorized share repurchases, appealing to income investors seeking silver exposure with gold stability. La Colorada mine improvements and La Colorada Skarn project potential significantly boost silver production, while Jacobina mine enhances gold output, supporting long-term growth. Strong financials with record cash position, zero net debt, and potential variable dividend in 2025, driven by high silver and gold prices and industrial demand. Read the full article on Seeking Alpha
Seeking Alpha • Dec 16

Pan American Silver: One Of The Better Options For Silver Exposure

Summary Pan American Q3-24 production was below expectations, impacted by lower grades at Cerro Moro. Fortunately, higher metal prices boosted financial results, achieving record revenue of $716.1 million and significant cash flow generation. Unfortunately, while 2024 has been strong financially, the company has tough comps on deck in 2025 with significantly lower gold production in 2025. In this update we'll dig into the Q3-24 results, recent developments, and whether the stock is offering enough margin of safety for new investment at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Nov 12

Pan American Silver: Production Growth Visibility Amid Upside In Precious Metals

Summary Initiating coverage on Pan American Silver with a "Buy" rating and a 24-month investment horizon due to attractive valuation and potential growth from higher precious metal prices. Strong fundamentals with a $1.22 billion liquidity buffer, healthy free cash flow, and significant production growth catalysts like Escobal and La Colorada Skarn support the bullish outlook. Risks include potential delays in Escobal mining resumption, but overall financial health and favorable precious metal price trends mitigate concerns, supporting a positive investment thesis. Read the full article on Seeking Alpha
Seeking Alpha • Sep 30

Pan American Silver: Positioned For Growth Amid Higher Gold, Silver Prices

Summary Pan American Silver is one of the largest silver miners in the world and its shares have appreciated over 30% YTD. Despite Q2 production challenges, revenue increased by 7.3% due to higher metal prices, setting up a strong second half of 2024. The company's diversified portfolio and solid balance sheet, combined with potential catalysts like the Escobal mine reopening, support a positive outlook. Trading below its net asset value and only slightly above peers' EV/EBITDA multiple, Pan American Silver shares have significant upside potential, earning a buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Sep 20

Pan American Silver: Better Outlook For H2, But Almost Everything Is Already Priced In

Summary Pan American Silver is rated as a hold due to limited further price increases in silver and rising all-in sustaining costs. PAAS's AISC increased by nearly 20% in Q2. Silver production fell by 8.82% in Q2, but management's 2024 production targets are still achievable, potentially improving AISC and profit margins. Expected Q3 revenue is $774.64 million, translating to $0.32 per share; current valuation implies a P/E of almost 16, making it fairly priced. Read the full article on Seeking Alpha
Seeking Alpha • Aug 14

Pan American Silver: A Stronger H2 On Deck

Summary Pan American Silver Corp. had a mediocre quarter in Q2 with solid performances from Huaron, San Vicente, El Penon and Jacobina overshadowed by softness at La Colorada/Cerro Moro. The result was a significant spike in AISC in Q2 2024 to ~$19/oz, but record gold prices still allowed for significant free cash flow generation in Q2. Meanwhile, although Q2 2024 certainly had its challenges, H2 2024 is shaping up to be much stronger with a weaker MXN/USD, higher gold/silver prices and higher production. In this update, we'll dig into the Q3 2024 results, recent developments, and where the stock's updated low-risk buy zone lies. Read the full article on Seeking Alpha
Seeking Alpha • Aug 07

Pan American Silver: Solid Production Trends, But Shares Near Fair Value

Summary Silver and gold had strong starts to 2024, but price action has turned mixed as global volatility ticks up across financial markets. Pan American Silver reported solid Q1 results in May, and all eyes are now on the Q2 report after a healthy mid-year update in June. I see the stock as near its intrinsic value while PAAS' technical chart sends mixed signals. The options market prices in a 5% earnings related move heading into the Wednesday night Q2 report. Read the full article on Seeking Alpha
Seeking Alpha • May 28

Pan American Silver: Significant Margin Expansion On Deck In Q2

Summary Pan American Silver had a decent Q1 despite it being the weakest quarter of the year, with silver production set to progressively improve throughout the year. Meanwhile, although silver segment margins dipped year-over-year, this did not factor in the recent silver price rise, with AISC margins set to soar in Q2 & improve further in Q3/Q4. In this update, we'll dig into the Q1 results, recent developments, and what makes Pan American one of the more attractive ways to get silver exposure. Read the full article on Seeking Alpha
Seeking Alpha • Apr 24

Pan American Silver: Has The Potential To Improve Performance Significantly

Summary Demand for silver has outpaced supply in recent years, driving up the price per ounce. Pan American Silver, one of the world's biggest silver producers, has seen its stock value increase by 36.31% in one month. The upcoming Q1 results may provide insight into PAAS's future performance, but the overall outlook for silver remains positive. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:PAAS - アナリストの将来予測と過去の財務データ ( )USD 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
12/31/20284,8912,0351,8792,4724
12/31/20275,7552,1572,4173,1057
12/31/20265,4301,9371,8922,5566
3/31/20264,0001,2661,3101,661N/A
12/31/20253,6199781,0191,333N/A
9/30/20253,2556357491,053N/A
6/30/20253,116523682971N/A
3/31/20252,991312536840N/A
12/31/20242,819112401724N/A
9/30/20242,673-64261617N/A
6/30/20242,574-140115506N/A
3/31/20242,527-15133460N/A
12/31/20232,316-10471450N/A
9/30/20232,022-208-162171N/A
6/30/20231,745-260-182111N/A
3/31/20231,445-402-23714N/A
12/31/20221,495-342-24332N/A
9/30/20221,541-155-10262N/A
6/30/20221,663-6399365N/A
3/31/20221,705182174431N/A
12/31/20211,63397149392N/A
9/30/20211,641252218445N/A
6/30/20211,481298199403N/A
3/31/20211,348247207378N/A
12/31/20201,339178284462N/A
9/30/20201,31361246421N/A
6/30/20201,36533202388N/A
3/31/20201,45531187409N/A
12/31/20191,351111N/A282N/A
9/30/20191,120-5N/A164N/A
6/30/2019955-52N/A124N/A
3/31/2019831-34N/A108N/A
12/31/201878410N/A155N/A
9/30/2018837123N/A222N/A
6/30/2018840150N/A244N/A
3/31/2018825149N/A220N/A
12/31/2017817121N/A225N/A
9/30/201778194N/A191N/A
6/30/2017824119N/A229N/A
3/31/2017815118N/A253N/A
12/31/2016775100N/A215N/A
9/30/2016747-55N/A193N/A
6/30/2016673-164N/A123N/A
3/31/2016655-206N/A78N/A
12/31/2015675-227N/A89N/A
9/30/2015675-620N/A66N/A
6/30/2015694-574N/A72N/A

アナリストによる今後の成長予測

収入対貯蓄率: PAASの予測収益成長率 (年間17.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: PAASの収益 ( 17.1% ) はUS市場 ( 16.6% ) 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: PAAS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: PAASの収益 ( 8.2% ) US市場 ( 11.5% ) よりも低い成長が予測されています。

高い収益成長: PAASの収益 ( 8.2% ) 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: PAAS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 ( 22.9 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/07 21:34
終値2026/05/07 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

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

Pan American Silver Corp. 7 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。23

アナリスト機関
Matthew MurphyBMO Capital Markets Equity Research
Kevin O'HalloranBMO Capital Markets Equity Research
Lawson WinderBofA Global Research