Glencore 향후 성장
Future 기준 점검 3/6
Glencore (는) 각각 연간 22.5% 및 1.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.7% 로 예상됩니다.
핵심 정보
22.5%
이익 성장률
24.66%
EPS 성장률
| Metals and Mining 이익 성장 | 17.2% |
| 매출 성장률 | 1.1% |
| 향후 자기자본이익률 | 14.75% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 08 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Apr 27
GLEN: Fair Outlook Balances Ended Megamerger Talks With Evolving Earnings Expectations
Glencore's analyst price target has been lifted by £0.13. Analysts point to updated assumptions for slightly higher revenue growth, a modestly higher fair value estimate and a somewhat richer future P/E multiple as key drivers of the change.내러티브 업데이트 • Apr 12
GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations
The analyst price target for Glencore has been revised higher, with recent moves such as Morgan Stanley’s £0.40 increase and several other target lifts pointing to analysts factoring in slightly stronger revenue growth, modestly higher profit margins and a marginally richer future P/E assumption, despite a higher discount rate. Analyst Commentary Recent research on Glencore shows a mix of optimism and caution, with several target changes and rating adjustments reflecting differing views on how execution, commodity exposure and capital allocation might influence the share price over time.내러티브 업데이트 • Mar 28
GLEN: Fair Outlook Balances Ended Megamerger Talks And Evolving Earnings Expectations
Glencore's analyst price target has shifted within a relatively tight range, with moves such as JPMorgan trimming its view to £4.60 and Berenberg nudging its target to £6.00. Analysts are reassessing fair value using slightly lower discount rates, modestly different revenue growth assumptions, and small adjustments to expected profit margins and future P/E.내러티브 업데이트 • Mar 12
GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations
Glencore's updated analyst price target edges lower to £4.60, reflecting a mix of recent target cuts and raises as analysts factor in slightly higher discount rates, modestly softer revenue growth and profit margin assumptions, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Glencore shows a split in views, with some high profile firms lifting their targets and others turning more cautious.내러티브 업데이트 • Feb 26
GLEN: Fair Outlook Balances Ended Megamerger Talks With Refined Earnings Assumptions
Analysts have lifted their price target on Glencore to £5.50 per share from £5.25, citing updated assumptions around fair value, revenue growth, discount rate and future P/E that together support a modestly higher valuation. Analyst Commentary Recent Street research on Glencore has been active, with several major banks updating their price targets and ratings in quick succession.내러티브 업데이트 • Feb 10
GLEN: Fair Outlook Weighs Ended Megamerger Talks Against Evolving Earnings Power
Analysts have lifted their Glencore price targets, citing updated assumptions that show fair value at 5.30, slightly higher discount rates at 9.03%, and modest adjustments to revenue growth, profit margin and future P/E expectations. Analyst Commentary Recent research on Glencore shows active debate around where fair value sits, with several price target changes and at least one downgrade shaping a mixed picture.내러티브 업데이트 • Jan 27
GLEN: Fair Outlook Sees Megamerger Talks And Smelter Closure Reshape Risk Balance
Analysts have lifted their price targets on Glencore, with recent increases to £4.80 and £4.40 per share supporting a higher fair value estimate and slightly adjusted assumptions for the discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts who set price targets at £4.80 and £4.40 per share are signaling confidence that their fair value assumptions support share levels above recent trading ranges.분석 기사 • Jan 14
Glencore plc's (LON:GLEN) Shares Bounce 25% But Its Business Still Trails The Industry
Despite an already strong run, Glencore plc ( LON:GLEN ) shares have been powering on, with a gain of 25% in the last...내러티브 업데이트 • Jan 12
GLEN: Fair Outlook Balances Megamerger Talks With Mixed Production And Asset Closures
Narrative update Analysts have lifted their price targets on Glencore to a range of £4.40 to £4.80, supported by refreshed models that reflect adjusted discount rates, updated revenue growth assumptions and a slightly higher future P/E multiple. Analyst Commentary Recent research on Glencore points to a tighter cluster of price targets in the £4.40 to £4.80 range, as bullish analysts refresh their models and refine assumptions on earnings and valuation multiples.내러티브 업데이트 • Dec 15
GLEN: Higher Share Price Is Expected To Follow Clear Operational Delivery
Our Glencore analyst price target has been raised modestly, reflecting incremental fair value and profit margin upside as analysts highlight a series of upward target revisions, including moves to 400 GBp and 440 GBp, despite only slightly higher discount rate assumptions and tempered revenue growth expectations. Analyst Commentary Recent research updates on Glencore point to a broadly constructive stance on the shares, with multiple upward revisions to sterling based price targets partially offset by a more cautious view on near term execution risk.내러티브 업데이트 • Nov 30
GLEN: Higher Price Expectations Will Depend On Delivering Key Operational Improvements
The analyst consensus price target for Glencore has increased from 400 GBp to 440 GBp, as analysts cite improved valuation metrics and ongoing strength in the company’s fundamentals. Analyst Commentary Recent analyst reports have highlighted both positive developments and ongoing challenges regarding Glencore's outlook.분석 기사 • Nov 19
Calculating The Fair Value Of Glencore plc (LON:GLEN)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Glencore fair value estimate is UK£3.67 Glencore's UK£3.56...내러티브 업데이트 • Nov 16
GLEN: Operational Delivery And Project Updates Will Shape Outlook Amid Market Caution
The consensus analyst price target for Glencore has been increased from £3.70 to £4.00, reflecting cautious optimism from analysts based on slightly higher valuations and the expectation of improved operational delivery. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Glencore's outlook.내러티브 업데이트 • Nov 02
GLEN: Operational Delivery And Asset Quality Will Shape Near-Term Performance
Glencore's analyst price target has been raised, increasing from £3.93 to £4.00 per share. Analysts cite improved market outlook and expectations for operational delivery, despite a marginal downgrade in projected growth and profit margins.내러티브 업데이트 • Oct 18
Normalized Copper Production And Argentina Projects Will Shape Future Success
Glencore's analyst price target has been raised, with consensus estimates increasing to 400 GBp from 370 GBp. Analysts cite improved profit margins and the company's strong operational outlook despite recent calls for further delivery. Analyst Commentary Analyst sentiment towards Glencore remains mixed following the company’s recent target price revisions and ratings changes.내러티브 업데이트 • Oct 04
Normalized Copper Production And Argentina Projects Will Shape Future Success
Glencore's analyst price target has increased to £3.77 from £3.66 per share, as analysts cite improved revenue growth and stronger profit margins as key factors supporting the revised valuation. Analyst Commentary Recent street research highlights a mix of both optimism and caution regarding Glencore's near-term performance and valuation.내러티브 업데이트 • Sep 19
Normalized Copper Production And Argentina Projects Will Shape Future Success
Glencore’s consensus price target has edged lower to £3.66 as analysts react to near-term free cash flow pressure from coal price weakness and commodity market volatility, though confidence in the company’s diversified assets and long-term positioning has limited the downward revision. Analyst Commentary Analysts cite near-term pressure on Glencore's free cash flow due to weakness in coal prices, leading to more cautious stances.내러티브 업데이트 • Sep 04
Normalized Copper Production And Argentina Projects Will Shape Future Success
Despite near-term concerns over coal price weakness and commodity volatility, analysts remain divided on Glencore, with operational resilience and medium-term prospects balancing cautious views and leaving the consensus price target unchanged at £3.71. Analyst Commentary Bearish analysts highlight near-term pressure on Glencore's free cash flow resulting from weakness in coal prices.분석 기사 • Jul 07
Investors Continue Waiting On Sidelines For Glencore plc (LON:GLEN)
With a price-to-sales (or "P/S") ratio of 0.2x Glencore plc ( LON:GLEN ) may be sending bullish signals at the moment...분석 기사 • Jun 16
Glencore (LON:GLEN) Is Doing The Right Things To Multiply Its Share Price
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
새 내러티브 • Apr 22
Integration Of EVR And Rising Copper Output Will Drive Success
Integration of coal assets and supply discipline could drive earnings via synergies, cost reductions, and potentially higher pricing, boosting margins and revenues.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 271,381 | 6,309 | 5,931 | 11,699 | 14 |
| 12/31/2027 | 271,140 | 6,103 | 5,446 | 10,932 | 16 |
| 12/31/2026 | 281,008 | 6,217 | 6,707 | 12,206 | 15 |
| 12/31/2025 | 247,535 | 363 | -290 | 5,642 | N/A |
| 9/30/2025 | 239,392 | -846 | -73 | 5,849 | N/A |
| 6/30/2025 | 231,249 | -2,056 | 143 | 6,056 | N/A |
| 3/31/2025 | 231,097 | -1,845 | 2,294 | 8,056 | N/A |
| 12/31/2024 | 230,944 | -1,634 | 4,444 | 10,055 | N/A |
| 9/30/2024 | 229,225 | -1,077 | 4,883 | 10,080 | N/A |
| 6/30/2024 | 227,505 | -521 | 5,322 | 10,104 | N/A |
| 3/31/2024 | 222,667 | 1,880 | 5,937 | 10,570 | N/A |
| 12/31/2023 | 217,829 | 4,280 | 6,552 | 11,036 | N/A |
| 9/30/2023 | 223,397 | 7,042 | 8,054 | 12,486 | N/A |
| 6/30/2023 | 228,964 | 9,803 | 9,555 | 13,936 | N/A |
| 3/31/2023 | 242,474 | 13,562 | 9,519 | 13,798 | N/A |
| 12/31/2022 | 255,984 | 17,320 | 9,482 | 13,659 | N/A |
| 9/30/2022 | 250,183 | 16,551 | 7,315 | 11,377 | N/A |
| 6/30/2022 | 244,381 | 15,782 | 5,147 | 9,095 | N/A |
| 3/31/2022 | 224,066 | 10,378 | 5,195 | 8,978 | N/A |
| 12/31/2021 | 203,751 | 4,974 | 5,242 | 8,860 | N/A |
| 9/30/2021 | 184,467 | 3,474 | 5,005 | 8,596 | N/A |
| 6/30/2021 | 165,182 | 1,974 | 4,767 | 8,331 | N/A |
| 3/31/2021 | 153,760 | 36 | 1,931 | 5,498 | N/A |
| 12/31/2020 | 142,338 | -1,903 | -905 | 2,664 | N/A |
| 9/30/2020 | 160,491 | -2,566 | N/A | N/A | N/A |
| 6/30/2020 | 178,643 | -3,230 | -419 | 3,735 | N/A |
| 3/31/2020 | 196,877 | -1,817 | 1,799 | 6,232 | N/A |
| 12/31/2019 | 215,111 | -404 | 4,017 | 8,729 | N/A |
| 9/30/2019 | 217,255 | 227 | N/A | N/A | N/A |
| 6/30/2019 | 219,399 | 858 | N/A | 11,254 | N/A |
| 3/31/2019 | 219,962 | 2,133 | N/A | 11,407 | N/A |
| 12/31/2018 | 220,524 | 3,408 | N/A | 11,559 | N/A |
| 9/30/2018 | 217,134 | 4,756 | N/A | 8,303 | N/A |
| 6/30/2018 | 213,743 | 6,103 | N/A | 5,047 | N/A |
| 3/31/2018 | 209,610 | 5,940 | N/A | 4,932 | N/A |
| 12/31/2017 | 205,476 | 5,777 | N/A | 4,817 | N/A |
| 9/30/2017 | 194,643 | 3,942 | N/A | 5,527 | N/A |
| 6/30/2017 | 183,810 | 2,107 | N/A | 6,236 | N/A |
| 3/31/2017 | 168,379 | 682 | N/A | 5,535 | N/A |
| 12/31/2016 | 152,948 | -744 | N/A | 4,833 | N/A |
| 9/30/2016 | 147,934 | -2,790 | N/A | 7,023 | N/A |
| 6/30/2016 | 142,919 | -4,836 | N/A | 9,212 | N/A |
| 3/31/2016 | 145,135 | -5,028 | N/A | 11,215 | N/A |
| 12/31/2015 | 147,351 | -5,220 | N/A | 13,218 | N/A |
| 9/30/2015 | 164,109 | -2,708 | N/A | 12,212 | N/A |
| 6/30/2015 | 180,866 | -197 | N/A | 11,205 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: GLEN 의 연간 예상 수익 증가율(22.5%)이 saving rate(3.4%)보다 높습니다.
수익 vs 시장: GLEN 의 연간 수익(22.5%)이 UK 시장(12.2%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: GLEN 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: GLEN 의 수익(연간 1.1%)이 UK 시장(연간 4.4%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: GLEN 의 수익(연간 1.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: GLEN의 자본 수익률은 3년 후 14.7%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 12:38 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2025/12/31 |
| 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 |
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| 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.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Glencore plc는 33명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Wade Napier | Avior Capital Markets |
| David Simon Butler | Barclays |
| Izak Rossouw | Barclays |