Southern Copper（SCCO）株式概要
サザン・コッパー・コーポレーションは、メキシコ、米国、ペルー、ブラジル、チリ、その他のアメリカ諸国で銅やその他の鉱物の採掘、探鉱、製錬、精製を行っている。 詳細
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Analyst Price Targets
Southern Copper Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$167.21 |
| 52週高値 | US$221.67 |
| 52週安値 | US$85.51 |
| ベータ | 1.12 |
| 1ヶ月の変化 | -1.92% |
| 3ヶ月変化 | -10.19% |
| 1年変化 | 73.64% |
| 3年間の変化 | 143.41% |
| 5年間の変化 | 182.83% |
| IPOからの変化 | 6,614.17% |
最新ニュース
Seeking Alpha • Jun 26
Southern Copper: Strong, But Priced Assuming Everything Goes Right
Summary Southern Copper Corporation is rated a Hold, with recent share price gains reflecting fully priced-in optimism on copper prices and Tia Maria execution. SCCO’s financial strength is driven by surging copper, molybdenum, and silver prices, but production volumes remain largely flat outside Buenavista Zinc’s ramp-up. The Tia Maria project, expected to be operational in 2027, could add ~$4 per share in value if successful but faces legal and execution risks. Current valuation assumes sustained high copper prices and flawless Tia Maria delivery; any setbacks could significantly impact SCCO’s investment case. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 25
SCCO: Long Term Copper Expansion And Dividend Yield May Sustain Premium
Southern Copper's updated analyst price target moves from $233.07 to $225.28 as analysts factor in a higher discount rate, more moderate revenue growth, stronger profit margins, and a lower assumed future P/E, consistent with recent Street research that highlights stretched valuation alongside updated company models. Analyst Commentary Recent research on Southern Copper reflects a cautious stance on valuation, even as several high profile firms update their models and adjust price targets.分析記事 • Jun 16
Southern Copper (SCCO) Stock Could Be 18% Overvalued After Earnings Beat And Higher Guidance
Southern Copper (SCCO) drew fresh attention after reporting quarterly net income above analyst expectations and raising its 2026 production guidance, while also outlining progress at Tia Maria and the Buenavista zinc concentrator. See our latest analysis for Southern Copper. Southern Copper's share price has shown strong momentum around these updates, with a 7 day share price return of 13.34% and a year to date share price return of 32.36%. The 1 year total shareholder return is 113.09%,...Recent updates
Seeking Alpha • Jun 26
Southern Copper: Strong, But Priced Assuming Everything Goes Right
Summary Southern Copper Corporation is rated a Hold, with recent share price gains reflecting fully priced-in optimism on copper prices and Tia Maria execution. SCCO’s financial strength is driven by surging copper, molybdenum, and silver prices, but production volumes remain largely flat outside Buenavista Zinc’s ramp-up. The Tia Maria project, expected to be operational in 2027, could add ~$4 per share in value if successful but faces legal and execution risks. Current valuation assumes sustained high copper prices and flawless Tia Maria delivery; any setbacks could significantly impact SCCO’s investment case. Read the full article on Seeking Alphaナラティブの更新 • Jun 25
SCCO: Long Term Copper Expansion And Dividend Yield May Sustain Premium
Southern Copper's updated analyst price target moves from $233.07 to $225.28 as analysts factor in a higher discount rate, more moderate revenue growth, stronger profit margins, and a lower assumed future P/E, consistent with recent Street research that highlights stretched valuation alongside updated company models. Analyst Commentary Recent research on Southern Copper reflects a cautious stance on valuation, even as several high profile firms update their models and adjust price targets.分析記事 • Jun 16
Southern Copper (SCCO) Stock Could Be 18% Overvalued After Earnings Beat And Higher Guidance
Southern Copper (SCCO) drew fresh attention after reporting quarterly net income above analyst expectations and raising its 2026 production guidance, while also outlining progress at Tia Maria and the Buenavista zinc concentrator. See our latest analysis for Southern Copper. Southern Copper's share price has shown strong momentum around these updates, with a 7 day share price return of 13.34% and a year to date share price return of 32.36%. The 1 year total shareholder return is 113.09%,...
ナラティブの更新 • Jun 09
SCCO: Rich P E And ESG Headwinds Will Shape Balanced Future Returns
Analysts have nudged their fair value estimate for Southern Copper slightly higher to about $163 per share, reflecting updated assumptions that temper revenue growth and margins while recognizing the stock's elevated P/E and the recent wave of Underweight and Sell ratings tied to concerns about a stretched valuation. Analyst Commentary Recent research on Southern Copper shows a crowded field of views, with several firms updating price targets and ratings in a short span.
ナラティブの更新 • May 26
SCCO: Premium Will Face Pressure From Expected Production Declines
Analysts have lifted the fair value estimate for Southern Copper from $67.81 to $125.74, while noting that a richer assumed future P/E of about 28 times and softer projected revenue and margin trends leave the stock looking expensive relative to recent price targets around $135 to $148 and comments about a stretched valuation. Analyst Commentary Recent Street research has leaned cautious on Southern Copper, with several bearish analysts flagging valuation concerns even as they acknowledge the company's strong position in global copper production and reserves.ナラティブの更新 • May 02
SCCO: Stretched P E And Production Headwinds Will Restrain Future Upside Potential
Analysts have nudged the Southern Copper fair value estimate up by about $6 to $162.54, reflecting a blend of recent target cuts and raises that factor in a slightly higher discount rate, more conservative revenue growth and margins, and a modestly lower future P/E assumption. Analyst Commentary Recent research on Southern Copper reflects a split view, with some firms lifting targets or ratings and others trimming expectations or turning more cautious.ナラティブの更新 • Apr 18
SCCO: Stretched P/E And Expected 3% Production Decline Will Cap Upside
The updated analyst price target for Southern Copper edges higher, reflecting a slightly larger fair value estimate of $156.21, as analysts factor in revised assumptions for growth, profitability and future P/E while weighing a mix of recent target hikes and cuts across the Street. Analyst Commentary Recent Street research on Southern Copper shows a mix of optimism and caution, with several price target revisions in both directions and rating changes across major firms.ナラティブの更新 • Apr 04
SCCO: Rich Margins And Cash Returns Will Likely Limit Overheated Upside
Analysts have adjusted the price target for Southern Copper slightly higher to $153 from about $150, reflecting updated fair value estimates, a modestly higher assumed future P/E, and a higher discount rate after a mix of recent target hikes and downgrades across the Street. Analyst Commentary Recent Street research around Southern Copper shows a split view, with some firms lifting price targets on stronger valuation cases and others turning more cautious on execution and near term fundamentals.ナラティブの更新 • Mar 21
SCCO: Stretched Valuation Will Face Pressure From Expected Production Declines
Southern Copper's updated fair value estimate has shifted lower to $67.81 from $73.93 as analysts adjust price targets in response to concerns about stretched valuation, softer near term operations, and the implications of richer profit margin and lower P/E assumptions. Analyst Commentary Recent Street research on Southern Copper has tilted more cautious, even as some price targets move higher in absolute terms.ナラティブの更新 • Mar 07
SCCO: Cash Generation And Richer Future P/E May Sustain Premium
The analyst price target for Southern Copper in our framework has increased from $218.00 to about $233.07. This reflects analysts balancing higher modeled revenue growth and a richer future P/E with recent target hikes, while also considering growing concerns about stretched valuation and near term operational pressure.ナラティブの更新 • Feb 21
SCCO: Rich Margins And Cash Returns Will Likely Cap Future Upside
The analyst price target for Southern Copper has moved higher by about $11 as analysts adjust their assumptions around profit margins, future P/E and cash generation, while reflecting a mix of recent target hikes and downgrades across the Street. Analyst Commentary Recent Street research on Southern Copper reflects a mixed backdrop, with several firms lifting price targets while a few high profile houses turn more cautious on the shares.ナラティブの更新 • Feb 07
SCCO: Copper Tightness And Mixed Street Views May Shape Multiyear Outcome
Analysts have lifted their price target on Southern Copper to US$218 from US$172.32, citing updated expectations around revenue growth, profit margins and future P/E that are reflected in a slightly lower discount rate in their models. Analyst Commentary Recent research on Southern Copper shows a split tape, but there has been a steady stream of bullish analysts lifting price targets as they update models for revenue, margins and P/E assumptions.分析記事 • Feb 03
Analysts Just Made A Notable Upgrade To Their Southern Copper Corporation (NYSE:SCCO) Forecasts
Southern Copper Corporation ( NYSE:SCCO ) shareholders will have a reason to smile today, with the analysts making...分析記事 • Jan 29
Southern Copper (NYSE:SCCO) Is Increasing Its Dividend To $1.00
Southern Copper Corporation's ( NYSE:SCCO ) dividend will be increasing from last year's payment of the same period to...分析記事 • Jan 27
Southern Copper Corporation's (NYSE:SCCO) 26% Price Boost Is Out Of Tune With Earnings
Southern Copper Corporation ( NYSE:SCCO ) shares have continued their recent momentum with a 26% gain in the last month...ナラティブの更新 • Jan 23
SCCO: Critical Mineral Status And Mixed Downgrades Will Restrain Future Upside
Analysts have lifted their fair value estimate for Southern Copper by about US$10 per share to roughly US$139, reflecting updated assumptions around revenue growth, profit margins, and future P/E after a mix of recent price target hikes and downgrades across the Street. Analyst Commentary Recent Street research on Southern Copper has been mixed, with fresh downgrades sitting alongside higher price targets.ナラティブの更新 • Jan 09
SCCO: Elevated Copper Prices Will Limit Future Upside Despite Supply Disruptions
Analysts have lifted their price target on Southern Copper to about US$128 from roughly US$118, citing higher projected fair value supported by updated assumptions for revenue growth, profit margins and P/E, as well as Street research that attributes the change to strong copper pricing driven by supply disruptions. Analyst Commentary Bullish Takeaways Bullish analysts point to copper prices sitting at record decades high levels, which they see as supportive for Southern Copper's revenue assumptions and higher fair value estimates.ナラティブの更新 • Dec 15
SCCO Copper Supply Tightness Is Expected To Drive MultiYear Upside
Analysts have raised their price target for Southern Copper significantly, with fair value estimates climbing from approximately $125 to $172. This reflects higher copper price forecasts, tightening supply into 2026, and modestly stronger long term growth and profitability assumptions.ナラティブの更新 • Dec 01
SCCO: Delays At Tia Maria Will Restrict Gains Despite Ongoing Supply Tightness
Analysts have raised their price target for Southern Copper slightly, from $117.76 to $118.29. This adjustment is based on ongoing supply disruptions in the copper market and expectations for higher precious metal prices, which are seen as supportive of the company's outlook.ナラティブの更新 • Nov 17
SCCO: Delays At Tia Maria Will Likely Limit Upside Despite Sector Momentum
Southern Copper's analyst price target has been marginally revised down from $118.88 to $117.76, as analysts factor in a higher discount rate and recent shifts in commodity price forecasts. Analyst Commentary Recent Street research reveals a wide range of analyst opinions on Southern Copper, highlighting both optimism regarding copper market dynamics and caution around execution and valuation challenges.ナラティブの更新 • Nov 01
SCCO: Delays At Key Projects Will Weigh On Earnings Through 2028
Southern Copper's analyst price target has risen significantly, increasing from approximately $111 to $119. Analysts cite record-high precious metal prices and tightening supply forecasts as factors driving optimism for the company's outlook.分析記事 • Oct 31
Southern Copper Corporation Just Recorded A 10% EPS Beat: Here's What Analysts Are Forecasting Next
As you might know, Southern Copper Corporation ( NYSE:SCCO ) just kicked off its latest quarterly results with some...分析記事 • Oct 29
Southern Copper (NYSE:SCCO) Is Increasing Its Dividend To $0.90
Southern Copper Corporation's ( NYSE:SCCO ) dividend will be increasing from last year's payment of the same period to...ナラティブの更新 • Oct 18
Capital Investments In Mexico And Peru Will Expand Production Capacity
Southern Copper's analyst price target has been raised significantly from $97 to $111, as analysts cite higher copper price forecasts and expectations for ongoing supply constraints in the metals market. Analyst Commentary Recent Street research on Southern Copper reflects a notable shift in sentiment, with multiple firms raising target prices and updating ratings as supply constraints and copper price strength persist.ナラティブの更新 • Oct 04
Capital Investments In Mexico And Peru Will Expand Production Capacity
The analyst price target for Southern Copper has increased to $110 from $100, as analysts cite optimism around steady profit margins, even though revenue growth has moderated and project delays continue. Analyst Commentary Recent analyst updates reveal a divergence in perspectives regarding Southern Copper's outlook, with both bullish and bearish analysts highlighting key drivers that could influence the company's valuation and growth trajectory in the near and medium term.分析記事 • Sep 30
Southern Copper Corporation's (NYSE:SCCO) Shares Climb 26% But Its Business Is Yet to Catch Up
Southern Copper Corporation ( NYSE:SCCO ) shareholders would be excited to see that the share price has had a great...分析記事 • Sep 01
Is Southern Copper (NYSE:SCCO) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Jul 13
Southern Copper (NYSE:SCCO) Is Investing Its Capital With Increasing Efficiency
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Seeking Alpha • Mar 29
Copper Is Shining Bright And Southern Copper Should Follow Suit
Summary The recent executive order by President Trump has led to a 30% rally in copper prices, driven by speculative demand and potential tariffs. Southern Copper Corporation is well-positioned to benefit from rising copper prices, despite currently lagging behind the metal's price surge. Long-term demand for copper is expected to outpace supply, driven by EVs, renewable energy, and infrastructure demand, benefiting SCCO's revenue and profitability. SCCO's expansion plans and potential for increased copper prices make it a buy, despite current valuation. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Southern Copper: Good For Holding In Long-Term, Not Enough For Buying Right Now
Summary I'm starting coverage of Southern Copper with a 'Hold' rating due to insufficient growth sustainability despite strong financial performance. The company trades at a multiple of 22x, which is in line with the median estimate and is a fair value. EPS growth sustainability is below average, with a 3-year CAGR of just 0.22% and high volatility. SCCO operates efficiently with strong profitability metrics, a competitive edge, and manageable debt, but growth concerns prevent a 'Buy' rating. Read the full article on Seeking AlphaSeeking Alpha • Dec 17
Southern Copper Corporation: Weak Short-Term Industry Outlook And Bearish Trend, Hold
Summary Southern Copper Corporation is currently in a short-term bearish trajectory amid a weak immediate market outlook warranting a hold rating. The company has strong levers that could help it leverage projected market growth and growing demand. The long-term outlook of the copper industry is bright, but short-term weakness calls for caution. Read the full article on Seeking AlphaSeeking Alpha • Oct 03
Southern Copper Corrects: The Compelling Case For It And Copper
Summary Copper's long-term bullish trend remains intact, with higher lows and highs despite significant corrections, suggesting continued price increases. Southern Copper Corporation offers leveraged performance, outperforming copper prices during rallies and underperforming during corrections, making it an attractive investment. Green energy initiatives, inflationary pressures, and potential Chinese economic recovery support a compelling case for new highs in copper prices. SCCO’s strong profitability, positive factor grades, and attractive dividend yield enhance its appeal as a leading copper producer for portfolios. Read the full article on Seeking AlphaSeeking Alpha • Sep 16
Southern Copper: P/E Concerns, Shares Near Key Support After A Strong Q2
Summary The AI boom, EV infrastructure, and US government projects are copper tailwinds, despite China's economic challenges. I have a hold rating on Southern Copper Corporation stock due to the fair to slightly expensive valuation, despite strong technicals and solid Q2 earnings. Key risks include weaker global demand, higher labor and borrowing costs, geopolitical conflicts, and regulatory concerns. SCCO's technical chart shows critical support in the high $80s, offering a buying opportunity amid a correction. Read the full article on Seeking Alpha株主還元
| SCCO | US Metals and Mining | US 市場 | |
|---|---|---|---|
| 7D | -0.9% | -2.0% | -0.7% |
| 1Y | 73.6% | 51.7% | 20.3% |
業界別リターン: SCCO過去 1 年間で51.7 % の収益を上げたUS Metals and Mining業界を上回りました。
リターン対市場: SCCO過去 1 年間で20.3 % の収益を上げたUS市場を上回りました。
価格変動
| SCCO volatility | |
|---|---|
| SCCO Average Weekly Movement | 7.5% |
| Metals and Mining Industry Average Movement | 9.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: SCCO 、 US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: SCCOの 週次ボラティリティ ( 7% ) 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 |
|---|---|---|---|
| 1952 | 16,617 | Leonardo Contreras Lerdo de Tejada | www.southerncoppercorp.com |
サザン・コッパー・コーポレーションは、メキシコ、米国、ペルー、ブラジル、チリ、その他のアメリカ諸国において、銅およびその他の鉱物の採掘、探鉱、製錬、精製を行っている。銅鉱石の採掘、製錬、銅とモリブデンの精鉱の製造、銅精鉱の製錬によるブリスター銅と陽極銅の製造、陽極銅の精錬による銅陰極の製造、銅モリブデン精鉱と硫酸の製造、精製銀、金、その他の材料の製造、銅、モリブデン、亜鉛、銀、金、鉛の採掘と加工に従事している。ペルーでToquepalaとCuajone露天掘り鉱山、製錬所、精製所、メキシコでLa Caridad露天掘り銅鉱山と銅鉱石精鉱、SX-EWプラント、製錬所、精製所、ロッドプラントを操業している。また、メキシコではブエナビスタ露天掘り銅鉱山、銅精鉱精鉱、SX-EWプラントを操業している。さらに、亜鉛、鉛、銅、銀、金を生産する地下鉱山、炭鉱、亜鉛精錬所も運営している。同社はペルーとメキシコで16万4,805ヘクタールと50万5,788ヘクタールの鉱区権益を、アルゼンチンとチリで9万8,634ヘクタールと2万8,453ヘクタールの探鉱鉱区権益を保有している。サザン・カッパー・コーポレーションは、以前はサザン・ペルー・カッパー・コーポレーションとして知られ、1996年7月にサザン・カッパー・コーポレーションに社名を変更した。同社は1952年に法人化され、アリゾナ州フェニックスに本社を置いている。サザン・カッパー・コーポレーションは、アメリカス・マイニング・コーポレーションの子会社として操業している。
Southern Copper Corporation 基礎のまとめ
| SCCO 基礎統計学 | |
|---|---|
| 時価総額 | US$141.63b |
| 収益（TTM） | US$4.97b |
| 売上高(TTM) | US$14.55b |
28.1x
PER（株価収益率9.6x
P/SレシオSCCO は割高か？
公正価値と評価分析を参照収益と収入
| SCCO 損益計算書（TTM） | |
|---|---|
| 収益 | US$14.55b |
| 売上原価 | US$5.43b |
| 売上総利益 | US$9.12b |
| その他の費用 | US$4.16b |
| 収益 | US$4.97b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 5.95 |
| グロス・マージン | 62.71% |
| 純利益率 | 34.13% |
| 有利子負債／自己資本比率 | 56.9% |
SCCO の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.4%
現在の配当利回り56%
配当性向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 | 2026/07/08 22:10 |
| 終値 | 2026/07/08 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 |
| |
| 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
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
Southern Copper Corporation 13 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。29
| アナリスト | 機関 |
|---|---|
| Leonardo Correa | Barclays |
| Richard Garchitorena | Barclays |
| Fawzi Hanano | Berenberg |