Discovery Limited

JSE:DSY 株式レポート

時価総額：R180.3b

Discovery 将来の成長

Future 基準チェック /16

Discovery利益と収益がそれぞれ年間14.7%と1.7%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16.9% 12.6%なると予測されています。

主要情報

14.7%

収益成長率

12.61%

EPS成長率

Insurance 収益成長12.1%
収益成長率1.7%
将来の株主資本利益率16.87%
アナリストカバレッジ

Good

最終更新日23 Apr 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 26

DSY: Interim Dividend And Strong Earnings Guidance Will Support Future Upside

Analysts have adjusted the price target for Discovery slightly higher to about ZAR299.05 from ZAR298.48. This reflects updated assumptions around fair value, profit margins and the future P/E multiple.
ナラティブの更新 • Apr 11

DSY: Interim Dividend And Higher Earnings Guidance Will Support Future Upside

Analysts now place Discovery's fair value at ZAR298.48, up from ZAR292.97. This reflects updated assumptions that include a shift to modest revenue growth expectations of 0.55%, a lower projected profit margin of 18.06% and a slightly adjusted forward P/E of 19.40.
分析記事 • Apr 08

Industry Analysts Just Upgraded Their Discovery Limited (JSE:DSY) Revenue Forecasts By 40%

Celebrations may be in order for Discovery Limited ( JSE:DSY ) shareholders, with the analysts delivering a significant...
ナラティブの更新 • Mar 27

DSY: Interim Dividend And Strong Margins Will Support Future Upside

Analysts have kept their ZAR price target for Discovery steady at ZAR292.97. This reflects unchanged views on fair value, required return and the expected balance between revenue contraction and profit margin strength.
ナラティブの更新 • Mar 13

DSY: Higher Margins And Interim Dividend Will Support Future Returns

Analysts have lifted their price target for Discovery from ZAR257.08 to ZAR292.97, supported by assumptions of a higher profit margin and a slightly higher future P/E multiple, even as they factor in a steeper revenue decline. What's in the News The Board declared an interim gross cash dividend of ZAR1.11 per ordinary share, with a net dividend of ZAR0.888 per share after 20% dividend withholding tax for non exempt shareholders (Key Developments).
ナラティブの更新 • Feb 27

DSY: Slightly Higher Fair Value And Margins Will Support Future Returns

Analysts have slightly raised their price target for Discovery from ZAR255.79 to ZAR257.08, reflecting updated assumptions that combine softer revenue growth with a small uplift in profit margin and a marginally higher future P/E multiple. Valuation Changes Fair Value: Adjusted slightly higher from ZAR255.79 to ZAR257.08.
ナラティブの更新 • Feb 13

DSY: Steady Fair Value And Slightly Lower Risk Will Support Future Returns

Analysts kept their ZAR fair value estimate broadly steady at about ZAR255.79. A slightly lower discount rate and marginally adjusted assumptions for revenue decline, profit margin and future P/E support a broadly unchanged price target narrative.
ナラティブの更新 • Jan 29

DSY: Refined Assumptions And Stable Margins Will Support Future Shareholder Value

Analysts have raised their price target on Discovery to US$255.79 from US$245.50, citing updated assumptions around a slightly lower expected revenue decline, a modest shift in profit margin expectations, and a small adjustment to the future P/E multiple and discount rate. Valuation Changes Fair Value: updated from US$245.50 to US$255.79, representing a modest upward adjustment to the target estimate.
新しいナラティブ • Jan 29

Aging Populations And AI Investment Will Shape Health Insurance Margins Over Time

Catalysts About Discovery Discovery operates insurance, health, banking and wellness businesses, primarily in South Africa and through its Vitality platform globally. What are the underlying business or industry changes driving this perspective?
分析記事 • Jan 26

Do Discovery's (JSE:DSY) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Dec 21

Discovery Limited (JSE:DSY) Investors Are Less Pessimistic Than Expected

Discovery Limited's ( JSE:DSY ) price-to-earnings (or "P/E") ratio of 16.4x might make it look like a strong sell right...
分析記事 • Nov 14

This Is The Reason Why We Think Discovery Limited's (JSE:DSY) CEO Might Be Underpaid

Key Insights Discovery to hold its Annual General Meeting on 20th of November CEO Adrian Gore's total compensation...
ナラティブの更新 • Nov 05

DSY: Stable Margins And Dividend Declaration Will Support Future Shareholder Value

Analysts have maintained their price target for Discovery at $245.50, citing stable profit margin outlooks and unchanged growth expectations as supporting factors. What's in the News Discovery Limited declared a final dividend of ZAR 2.1 per share for the 12 months ended June 30, 2025 (Key Developments).
ナラティブの更新 • Oct 22

Analysts Lift Discovery Price Target on Improved Profit Margins Despite Lower Revenue Growth

Narrative Update on Discovery: Analyst Price Target Adjustment Analysts have slightly increased their price target for Discovery, raising it from $244.35 to $245.50. This adjustment is based on improved profit margin projections, even though the outlook for revenue growth has been tempered.
ナラティブの更新 • Oct 08

Vitality's Data-Driven Health Initiatives To Support Future Global Expansion

Narrative Update on Discovery: Analyst Price Target Revision Analysts have revised their fair value estimate for Discovery downward by approximately $9 to $244.35, citing lower projected profit margins and moderated declines in revenue growth forecasts. What's in the News Discovery Limited declared a final dividend of ZAR 2.1 per share for the 12 months ended June 30, 2025 (Key Developments).
分析記事 • Oct 02

Should You Be Adding Discovery (JSE:DSY) To Your Watchlist Today?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Aug 09

Getting In Cheap On Discovery Limited (JSE:DSY) Is Unlikely

JSE:DSY 1 Year Share Price vs Fair Value Explore Discovery's Fair Values from the Community and select yours When close...
分析記事 • Jun 19

If EPS Growth Is Important To You, Discovery (JSE:DSY) Presents An Opportunity

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
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新しいナラティブ • Feb 09

Vitality Limited's Restructuring And Data Focus Will Drive Future Profitability

Restructuring into focused businesses and reduced spending enhances operational efficiency, driving potential profitability and earnings growth.

業績と収益の成長予測

JSE:DSY - アナリストの将来予測と過去の財務データ ( )ZAR 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
6/30/202893,01015,627N/AN/A1
6/30/202789,03013,464N/AN/A1
6/30/202685,22012,064N/AN/A1
12/31/202591,06710,5945,2257,086N/A
9/30/202589,4399,9555,9587,877N/A
6/30/202587,8119,3156,6918,667N/A
3/31/202584,9178,9985,5207,584N/A
12/31/202482,2408,5204,3486,500N/A
9/30/202480,8117,9202,4394,617N/A
6/30/202479,3827,3205302,733N/A
3/31/202477,0406,8444862,785N/A
12/31/202374,6986,3674412,837N/A
9/30/202372,7336,3761,1763,529N/A
6/30/202370,7686,3841,9104,221N/A
3/31/202362,9445,8681,2753,398N/A
12/31/202255,1195,3526392,575N/A
9/30/202261,5305,3871,1983,086N/A
6/30/202267,9405,4221,7573,597N/A
3/31/202276,1055,0082,9584,789N/A
12/31/202183,8004,5934,1585,980N/A
9/30/202180,9663,8756,3518,194N/A
6/30/202178,1313,1578,54310,407N/A
3/31/202174,3311,52910,57412,506N/A
12/31/202070,531-9912,60414,604N/A
9/30/202067,565-19,32711,335N/A
6/30/202064,598976,0498,065N/A
3/31/202065,2213,191N/AN/AN/A
12/31/201965,8446,2841,4993,640N/A
9/30/201962,3516,409N/A2,689N/A
6/30/201958,8586,533N/A1,738N/A
3/31/201954,2965,908N/AN/AN/A
12/31/201849,7335,282N/A-151N/A
9/30/201851,2675,467N/A1,632N/A
6/30/201852,8005,652N/A3,414N/A
3/31/201852,0875,346N/A3,229N/A
12/31/201751,3735,039N/A3,044N/A
9/30/201748,2914,725N/A1,106N/A
6/30/201745,2094,411N/A-832N/A
3/31/201744,6154,161N/A-1,257N/A
12/31/201644,0213,910N/A-1,682N/A
9/30/201643,8723,783N/A-348N/A
6/30/201643,7233,655N/A985N/A
3/31/201642,4793,707N/A935N/A
12/31/201541,2353,758N/A885N/A
9/30/201540,2764,619N/A2,150N/A
6/30/201539,3165,480N/A3,415N/A

アナリストによる今後の成長予測

収入対貯蓄率: DSYの予測収益成長率 (年間14.7% ) は 貯蓄率 ( 9.8% ) を上回っています。

収益対市場: DSYの収益 ( 14.7% ) ZA市場 ( 15.8% ) よりも低い成長が予測されています。

高成長収益: DSY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: DSYの収益 ( 1.7% ) ZA市場 ( 6.9% ) よりも低い成長が予測されています。

高い収益成長: DSYの収益 ( 1.7% ) 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: DSY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 ( 16.9 %)。

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2026/05/24 13:13
終値2026/05/22 00:00
収益2025/12/31
年間収益2025/06/30

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

Discovery Limited 6 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。16

アナリスト機関
Adrienne DamantAvior Capital Markets
Robert RiceBarclays
Linda Sun-MattisonBernstein