Ivanhoe Mines 향후 성장
Future 기준 점검 5/6
Ivanhoe Mines (는) 각각 연간 55.1% 및 31% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 42.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.6% 로 예상됩니다.
핵심 정보
55.1%
이익 성장률
42.70%
EPS 성장률
| Metals and Mining 이익 성장 | 18.6% |
| 매출 성장률 | 31.0% |
| 향후 자기자본이익률 | 10.61% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 07 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 04
IVN: Future Copper Output Will Improve As Key Mine Plan Resets
Ivanhoe Mines' updated analyst price target has shifted lower by roughly CA$3.80, as analysts incorporate higher discount rates and more measured assumptions for fair value, revenue growth, profit margins and future P/E into their models following a mix of price target cuts, downgrades and one recent upward revision. Analyst Commentary Recent research on Ivanhoe Mines has been active, with multiple price target changes and rating adjustments clustered over a short period.
내러티브 업데이트 • Apr 20
IVN: Long Life Copper Projects Will Support Future Cash Flow Expansion
The Street’s average fair value estimate for Ivanhoe Mines has edged down by CA$0.36 as analysts trim price targets in response to higher life of mine cost assumptions and slightly lower projected revenue growth, even as modeled profit margins and future P/E inputs remain supportive in their frameworks. Analyst Commentary Street research on Ivanhoe Mines in recent months has leaned toward more cautious price targets and several downgrades, primarily tied to higher life of mine cost and capex assumptions at key projects.내러티브 업데이트 • Apr 05
IVN: Long Life Copper Assets Will Support Future Cash Flow Expansion
The analyst fair value estimate for Ivanhoe Mines has moved from CA$23.89 to CA$19.04. This reflects a series of lower Street price targets and downgrades as analysts factor in higher life of mine operating costs, increased capex at Kamoa Kakula, and updated assumptions for growth, margins and future P/E.내러티브 업데이트 • Mar 21
IVN: Long Term Copper Projects Will Support Future Cash Flow Expansion
Ivanhoe Mines' updated analyst price target has been trimmed slightly to CA$23.89 from CA$23.91, as analysts factor in higher life of mine operating costs and capex at Kamoa Kakula, alongside a mix of recent target cuts and raises across the Street. Analyst Commentary Recent Street research on Ivanhoe Mines presents a mixed picture, with some firms pulling back on targets and ratings, while others continue to see upside potential tied to project execution and long term growth prospects at Kamoa Kakula.
새 내러티브 • Mar 20
A case for Ivanhoe Mines Ltd hitting C$55 by 2031. If the S&P doesn't crash we could be seeing twice that figure!
Ivanhoe Mines Ltd. (TSX:IVN) Stock Analysis – March 2026 (as of latest 2025 AFS and Q4 updates) Ivanhoe is a Tier-1 copper/PGM/zinc developer-producer with world-class assets: Kamoa-Kakula (world’s highest-grade large-scale copper complex, DRC; Ivanhoe effective 39.6% via Zijin JV), Platreef (one of the world’s largest/lowest-cost PGM-Ni-Cu-Au-Rh mines, South Africa; Ivanhoe 64%), and Kipushi (ultra-high-grade zinc-copper-germanium, DRC; Ivanhoe ~62-68%).내러티브 업데이트 • Mar 07
IVN: Long Term Copper Projects Will Support Future Cash Flow Expansion
The updated analyst price target for Ivanhoe Mines now sits at about CA$23.91, reflecting a small reduction of roughly CA$0.08 as analysts factor in higher discount rates, more conservative profit margins, and revised long term P/E expectations, even as they incorporate higher projected revenue growth into their models. Analyst Commentary Recent Street research on Ivanhoe Mines shows a mix of caution and optimism, with some firms trimming price targets and others lifting theirs.내러티브 업데이트 • Feb 21
IVN: Rising Metals Assumptions Will Support Long Term Copper Output Expansion
Ivanhoe Mines' updated analyst price target edges higher to CA$23.99 from CA$23.80. This reflects analysts' mixed adjustments to revenue growth, margins, future P/E assumptions and recent research that includes both higher cost expectations and refreshed price targets across the Street.내러티브 업데이트 • Feb 06
IVN: Higher Metals Price Assumptions Will Support Multi Year Copper Production Ramp
Narrative Update The analyst price target for Ivanhoe Mines has been lifted by about $0.94, with analysts pointing to refreshed sector price forecasts, an updated fair value of $23.80, a slightly higher discount rate of 7.48% and a modestly higher future P/E of 35.06x as key drivers of the change. Analyst Commentary Recent Street research on Ivanhoe Mines has leaned positive, with several bullish analysts lifting their price targets and pointing to refreshed sector assumptions to support higher valuation levels.내러티브 업데이트 • Jan 23
IVN: Higher Metals Price Assumptions Will Support Major Copper Production Ramp
Analysts have lifted their price targets on Ivanhoe Mines by roughly C$3 to reflect updated fair value estimates of about $22.86 versus $20.66 previously, citing refreshed metals price forecasts and a mixed macro backdrop, with softer Chinese demand but potential offset from recovering demand in the U.S. and Europe. Analyst Commentary Bullish analysts are framing the recent price target moves as a reset of fair value that better reflects updated metals price assumptions and Ivanhoe Mines' project portfolio.내러티브 업데이트 • Jan 08
IVN: Future Copper Output Will Strengthen As Kamoa Kakula Expansion Advances
Narrative Update The analyst price target for Ivanhoe Mines has moved modestly higher to $18.03 from $17.95, as analysts factor in refreshed sector price forecasts, a slightly lower discount rate, marginally higher revenue growth and profit margin assumptions, and updated P/E expectations against a mixed global demand backdrop. Analyst Commentary Recent Street research on Ivanhoe Mines points to a generally constructive tone, with price targets refreshed and some macro risks still front of mind for investors.분석 기사 • Dec 24
After Leaping 27% Ivanhoe Mines Ltd. (TSE:IVN) Shares Are Not Flying Under The Radar
Ivanhoe Mines Ltd. ( TSE:IVN ) shareholders would be excited to see that the share price has had a great month, posting...내러티브 업데이트 • Dec 15
IVN: Future Copper Output Will Accelerate As High-Grade Kamoa-Kakula Ramps Up
Analysts modestly trim our fair value estimate for Ivanhoe Mines to $17.95 from $18.55 even as Street price targets move higher, reflecting slightly higher discount rates and narrower long term margin assumptions, alongside optimism about improved copper pricing and production growth. Analyst Commentary Recent Street research has been broadly constructive on Ivanhoe Mines, with multiple bullish analysts lifting price targets in both U.S. dollar and Canadian dollar terms while reiterating positive ratings.내러티브 업데이트 • Dec 01
IVN: Copper Output Will Accelerate Following Ramp-Up At High-Grade Kamoa-Kakula
Ivanhoe Mines’ analyst price target has recently inched higher, with the fair value estimate rising from $18.40 to $18.55. Analysts cite improved copper output expectations and higher commodity price forecasts as reasons for the increase.내러티브 업데이트 • Nov 17
IVN: Copper Price Surge And Operational Recovery Will Support 2027 Output Expansion
Ivanhoe Mines' analyst price target has seen an upward revision. The consensus has moved higher by several Canadian dollars as analysts cite improving copper price forecasts and increased comfort with the operational outlook following recent site visits.분석 기사 • Nov 02
Ivanhoe Mines Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
Ivanhoe Mines Ltd. ( TSE:IVN ) shareholders are probably feeling a little disappointed, since its shares fell 5.4% to...내러티브 업데이트 • Nov 01
IVN: Higher Copper Production Will Drive Earnings And Performance In 2025
The analyst price target for Ivanhoe Mines has increased from C$18.05 to C$18.43. Analysts cite improved confidence in operational resilience and stronger profit margins as key drivers of this upward revision.내러티브 업데이트 • Oct 18
Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency
The consensus analyst price target for Ivanhoe Mines has increased from C$16.73 to C$18.05. This change reflects improved outlooks for copper prices and operational performance according to recent analyst updates.내러티브 업데이트 • Oct 04
Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency
The average analyst price target for Ivanhoe Mines has been raised from approximately C$15.57 to C$16.73. This change reflects increased optimism from analysts following recent site visits and improved confidence in the company's operational outlook.내러티브 업데이트 • Sep 19
Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency
Ivanhoe Mines' consensus price target was modestly raised to CA$15.57, reflecting improved outlooks for gold and copper prices, heightened confidence in asset execution, and strengthened sentiment for commodity-linked equities. Analyst Commentary Bullish analysts cite gold's relative upside potential, forecasting a tactical gold price of $3,800/oz within 6–12 months, which is expected to benefit gold equities like Ivanhoe Mines.내러티브 업데이트 • Sep 04
Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency
Despite ongoing bullishness from analysts on gold equities, higher commodity price assumptions, and robust copper demand projections, Ivanhoe Mines’ consensus analyst price target saw only a marginal reduction from CA$15.45 to CA$15.33. Analyst Commentary Bullish analysts cite strong upside for gold equities, with the view that gold stocks could significantly outperform gold itself and the broader S&P 500 within the next 6-12 months.새 내러티브 • Jun 15
Kamoa-Kakula And Platreef Ramp-Ups Will Secure Future Copper Supply
Substantial copper production growth, margin expansion, and revenue gains are expected from operational improvements, stable power, and major project ramp-ups at key mining sites.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,387 | 985 | 400 | 488 | 4 |
| 12/31/2027 | 1,050 | 705 | -91 | 587 | 7 |
| 12/31/2026 | 857 | 428 | -396 | 522 | 8 |
| 3/31/2026 | 530 | 132 | -476 | -144 | N/A |
| 12/31/2025 | 442 | 262 | -469 | -127 | N/A |
| 9/30/2025 | 344 | 306 | -512 | -173 | N/A |
| 6/30/2025 | 215 | 391 | -545 | -168 | N/A |
| 3/31/2025 | 118 | 423 | -613 | -190 | N/A |
| 12/31/2024 | 41 | 228 | -644 | -152 | N/A |
| 9/30/2024 | N/A | 157 | -599 | -63 | N/A |
| 6/30/2024 | N/A | 151 | -598 | -42 | N/A |
| 3/31/2024 | N/A | 167 | -572 | -25 | N/A |
| 12/31/2023 | N/A | 319 | -509 | -32 | N/A |
| 9/30/2023 | N/A | 333 | -440 | -25 | N/A |
| 6/30/2023 | N/A | 247 | -127 | 196 | N/A |
| 3/31/2023 | N/A | 471 | -33 | 177 | N/A |
| 12/31/2022 | N/A | 411 | 18 | 177 | N/A |
| 9/30/2022 | N/A | 415 | 122 | 221 | N/A |
| 6/30/2022 | N/A | 478 | -84 | -18 | N/A |
| 3/31/2022 | N/A | 58 | -76 | -11 | N/A |
| 12/31/2021 | N/A | 55 | -60 | -7 | N/A |
| 9/30/2021 | N/A | 4 | -114 | -73 | N/A |
| 6/30/2021 | N/A | -87 | -102 | -59 | N/A |
| 3/31/2021 | N/A | 13 | -100 | -62 | N/A |
| 12/31/2020 | N/A | -20 | -102 | -60 | N/A |
| 9/30/2020 | N/A | -8 | -102 | -42 | N/A |
| 6/30/2020 | N/A | -4 | -112 | -38 | N/A |
| 3/31/2020 | N/A | 4 | -116 | -21 | N/A |
| 12/31/2019 | N/A | 19 | N/A | -12 | N/A |
| 9/30/2019 | N/A | 52 | N/A | -22 | N/A |
| 6/30/2019 | N/A | 48 | N/A | -15 | N/A |
| 3/31/2019 | N/A | 38 | N/A | -13 | N/A |
| 12/31/2018 | N/A | 26 | N/A | -15 | N/A |
| 9/30/2018 | N/A | 183 | N/A | -18 | N/A |
| 6/30/2018 | N/A | 174 | N/A | -28 | N/A |
| 3/31/2018 | N/A | 171 | N/A | -37 | N/A |
| 12/31/2017 | N/A | 170 | N/A | -39 | N/A |
| 9/30/2017 | N/A | -40 | N/A | -37 | N/A |
| 6/30/2017 | N/A | -38 | N/A | -36 | N/A |
| 3/31/2017 | N/A | -35 | N/A | -29 | N/A |
| 12/31/2016 | N/A | -32 | N/A | -31 | N/A |
| 9/30/2016 | N/A | 708 | N/A | -32 | N/A |
| 6/30/2016 | N/A | 705 | N/A | -34 | N/A |
| 3/31/2016 | N/A | 705 | N/A | -38 | N/A |
| 12/31/2015 | N/A | 696 | N/A | -45 | N/A |
| 9/30/2015 | N/A | -56 | N/A | -75 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: IVN 의 연간 예상 수익 증가율(55.1%)이 saving rate(3%)보다 높습니다.
수익 vs 시장: IVN 의 연간 수익(55.1%)이 Canadian 시장(11%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: IVN 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: IVN 의 수익(연간 31%)이 Canadian 시장(연간 4.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: IVN 의 수익(연간 31%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: IVN의 자본 수익률은 3년 후 10.6%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 14:41 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Ivanhoe Mines Ltd.는 27명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Paul Joseph Gait | Bernstein |
| Andrew Mikitchook | BMO Capital Markets Equity Research |
| Alexander Robert Pearce | BMO Capital Markets Equity Research |