Loading...
MNDI logo

Mondi plcLSE:MNDI 주식 보고서

시가총액 UK£3.2b
주가
UK£7.31
UK£9.62
24.0% 저평가 내재 할인율
1Y-39.7%
7D-4.5%
1D
포트폴리오 가치
보기

Mondi plc

LSE:MNDI 주식 리포트

시가총액: UK£3.2b

Mondi (MNDI) 주식 개요

Mondi plc는 자회사와 함께 아프리카, 서유럽, 신흥 유럽, 북미, 남미, 아시아 및 호주에서 포장 및 종이 솔루션을 제조 및 판매하고 있습니다. 자세히 보기

MNDI 펀더멘털 분석
스노우플레이크 점수
가치 평가4/6
미래 성장3/6
과거 실적1/6
재무 건전성3/6
배당3/6

MNDI Community Fair Values

Create Narrative

See what 39 others think this stock is worth. Follow their fair value or set your own to get alerts.

Mondi plc 경쟁사

가격 이력 및 성과

Mondi 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가UK£7.31
52주 최고가UK£12.51
52주 최저가UK£7.22
베타0.56
1개월 변동-13.47%
3개월 변동-21.07%
1년 변동-39.74%
3년 변동-47.62%
5년 변동-65.32%
IPO 이후 변동32.95%

최근 뉴스 및 업데이트

내러티브 업데이트 Apr 29

MNDI: Reset Expectations And Mixed Broker Stance Will Support Future Returns

Analysts have trimmed Mondi's fair value estimate from about £10.19 to £9.62 per share, reflecting a series of recent price target cuts from Citi, Deutsche Bank, JPMorgan and Morgan Stanley, which were partly offset by one price target increase and new neutral initiations. Analyst Commentary Recent Street research on Mondi points to a mixed but generally more cautious stance on the shares, with several firms adjusting price targets lower and a smaller number tightening or lifting targets while keeping ratings broadly unchanged.
내러티브 업데이트 Apr 15

MNDI: Future Dividend Resilience Will Support Re Rating Despite Mixed Broker Views

Mondi's updated analyst price target reflects a modest recalibration, with fair value now at £13.78 compared with £13.64 previously. Analysts are balancing recent target changes from JPMorgan, Citi, Morgan Stanley and others against small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions.
내러티브 업데이트 Mar 31

MNDI: Future Dividend Resilience Will Drive Re Rating Despite Mixed Broker Stances

Analysts have trimmed Mondi's fair value only slightly, to about £13.64 from £13.66, reflecting a series of reduced price targets in the £780 to £1,030 range as they factor in updated assumptions on discount rates, revenue growth, profit margins and future P/E. Analyst Commentary Recent Street research on Mondi presents a mixed but informative picture, with price targets spread across a wide range and ratings spanning Buy, Neutral and Underweight.

Recent updates

내러티브 업데이트 Apr 29

MNDI: Reset Expectations And Mixed Broker Stance Will Support Future Returns

Analysts have trimmed Mondi's fair value estimate from about £10.19 to £9.62 per share, reflecting a series of recent price target cuts from Citi, Deutsche Bank, JPMorgan and Morgan Stanley, which were partly offset by one price target increase and new neutral initiations. Analyst Commentary Recent Street research on Mondi points to a mixed but generally more cautious stance on the shares, with several firms adjusting price targets lower and a smaller number tightening or lifting targets while keeping ratings broadly unchanged.
내러티브 업데이트 Apr 15

MNDI: Future Dividend Resilience Will Support Re Rating Despite Mixed Broker Views

Mondi's updated analyst price target reflects a modest recalibration, with fair value now at £13.78 compared with £13.64 previously. Analysts are balancing recent target changes from JPMorgan, Citi, Morgan Stanley and others against small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions.
내러티브 업데이트 Mar 31

MNDI: Future Dividend Resilience Will Drive Re Rating Despite Mixed Broker Stances

Analysts have trimmed Mondi's fair value only slightly, to about £13.64 from £13.66, reflecting a series of reduced price targets in the £780 to £1,030 range as they factor in updated assumptions on discount rates, revenue growth, profit margins and future P/E. Analyst Commentary Recent Street research on Mondi presents a mixed but informative picture, with price targets spread across a wide range and ratings spanning Buy, Neutral and Underweight.
내러티브 업데이트 Mar 17

MNDI: Future Dividend Resilience Will Support Re Rating Despite Mixed Coverage

The updated analyst price target for Mondi has increased to £13.66 from £12.55. Analysts attribute the change to adjusted discount rate assumptions, slightly higher revenue growth expectations and a higher future P/E multiple, despite a series of recent target cuts and mixed ratings across the Street.
내러티브 업데이트 Mar 03

MNDI: Reset Expectations Will Support Future Returns Despite Recent Rating Downgrades

Mondi's updated analyst price target has edged lower, with recent cuts to around £7.80 to £9.00. This reflects more cautious assumptions on growth, margins and fair value, while still incorporating a higher future P/E multiple.
내러티브 업데이트 Feb 17

MNDI: Future Dividend Resilience Will Support Re Rating After Cautious Coverage

The latest analyst price target for Mondi has been adjusted to £12.55 from £12.36, as analysts factor in slightly different assumptions for discount rates, revenue growth, profit margins and future P/E, while recent research incorporates more cautious views on valuation and sector fundamentals. Analyst Commentary Recent research around Mondi reflects a mixed backdrop, but there are still some clear positives that more optimistic voices are focusing on, especially around valuation support and the potential for improved execution over time.
내러티브 업데이트 Feb 03

MNDI: Weaker Sector Fundamentals Will Pressure Multiples And Heighten Dividend Risk

Analysts have trimmed their price targets for Mondi to a range of about £7.60 to £8.00 per share, reflecting weaker sector fundamentals, more cautious assumptions on revenue growth and profit margins, and concerns that current trading levels sit above the company's long term valuation multiples. Analyst Commentary Bearish analysts have turned more cautious on Mondi, cutting ratings and resetting price targets closer to where they see long term valuation multiples and weaker sector conditions lining up.
내러티브 업데이트 Jan 20

MNDI: Future Dividend Resilience Will Underpin Rebound After Cautious Downgrades

The analyst price target for Mondi has been cut in line with a lower fair value estimate to reflect what analysts see as weak market fundamentals and overly optimistic consensus expectations, following recent target reductions to £8.00 and £7.60 and downgrades to Underweight. Analyst Commentary Recent research on Mondi has turned more cautious, with price targets reduced to £8.00 and £7.60 and ratings cut to Underweight.
내러티브 업데이트 Jan 05

MNDI: Future Dividend Resilience Will Drive Rebound After Recent Downgrades

Narrative update The analyst price target for Mondi has been reduced in light of a lower fair value estimate of €13.76 from €17.67 and more cautious assumptions on revenue growth and future P/E, as analysts reassess expectations and highlight risks to dividends and prior target levels ranging from £7.60 to £12.50. Analyst Commentary Recent Street research on Mondi points to a mixed but still constructive set of views, with some firms turning more cautious while others maintain a more positive stance on execution and valuation support.
내러티브 업데이트 Dec 18

MNDI Will Face Mounting Dividend Risk As Expectations Reset

Mondi's analyst price targets have been cut meaningfully, with a lower fair value estimate falling from roughly 10.8 to 7.5, as analysts temper expectations for revenue growth, margins, and future earnings multiples while flagging elevated risks to near term dividends and catalysts. Analyst Commentary Recent Street research reflects a notable reset in expectations for Mondi, with several bearish analysts cutting price targets and, in some cases, ratings.
내러티브 업데이트 Dec 04

MNDI: Business Reorganisation Will Drive Future Returns Despite Mounting Dividend Concerns

The analyst price target for Mondi has been revised lower to about £10.38 per share from roughly £10.36, as analysts temper revenue growth expectations and highlight softer sector sentiment, along with rising concerns over optimistic consensus forecasts and dividend sustainability. Analyst Commentary Recent Street research reflects a more balanced, yet cautious, stance on Mondi, with several firms trimming price targets and reassessing ratings as they recalibrate expectations for earnings growth, cash generation, and shareholder returns.
내러티브 업데이트 Nov 20

MNDI: Business Reorganisation Will Drive Long-Term Value Despite Dividend Risks

The analyst price target for Mondi has declined significantly in recent updates. The consensus decrease reflects cautious sentiment from analysts who cite risks to future dividends and skepticism about optimistic growth expectations.
내러티브 업데이트 Nov 05

MNDI: Market Reorganization Will Drive Gradual Recovery Amid Reduced Forward Multiples

Analysts have reduced their price targets for Mondi. The consensus fair value estimate has decreased from £10.48 to £10.30 per share, reflecting a less optimistic outlook amid limited near-term catalysts for the company.
내러티브 업데이트 Oct 22

Analyst Commentary Highlights Reduced Price Targets and Ongoing Caution for Mondi Shares

The analyst price target for Mondi has been significantly reduced, dropping from approximately £12.20 to £10.48 per share. Analysts cite weaker projections for revenue growth and profitability as the reason for this change.
내러티브 업데이트 Oct 08

Capacity Expansion And Sustainable Packaging Will Unlock Market Potential

The average analyst price target for Mondi has been reduced from approximately £13.80 to £12.20. This change reflects analysts' expectations of softer revenue growth and profit margins in the near term.
분석 기사 Sep 18

Investors Still Waiting For A Pull Back In Mondi plc (LON:MNDI)

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
분석 기사 Aug 18

Here's Why Mondi (LON:MNDI) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
내러티브 업데이트 Aug 07

Capacity Expansion And Sustainable Packaging Will Unlock Market Potential

Despite the consensus analyst price target for Mondi remaining stable at £13.78, the company’s future P/E ratio has declined notably, reflecting lower market expectations for future earnings growth. Valuation Changes Summary of Valuation Changes for Mondi The Consensus Analyst Price Target remained effectively unchanged, at £13.78.
분석 기사 Aug 01

A Look At The Intrinsic Value Of Mondi plc (LON:MNDI)

Key Insights Mondi's estimated fair value is UK£12.28 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 May 11

Mondi plc's (LON:MNDI) P/E Still Appears To Be Reasonable

Mondi plc's ( LON:MNDI ) price-to-earnings (or "P/E") ratio of 27.7x might make it look like a strong sell right now...
분석 기사 Apr 26

These 4 Measures Indicate That Mondi (LON:MNDI) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Mar 05

Investors Can Find Comfort In Mondi's (LON:MNDI) Earnings Quality

The market for Mondi plc's ( LON:MNDI ) shares didn't move much after it posted weak earnings recently. Our analysis...
User avatar
새로운 내러티브 Feb 23

Acquisition Of Schumacher's Assets Will Expand Global Packaging Presence

Strategic acquisitions and CapEx investments aim to boost Mondi’s North American presence and improve efficiency, supporting revenue growth and synergies.
분석 기사 Jan 26

Mondi plc (LON:MNDI) Shares Could Be 23% Below Their Intrinsic Value Estimate

Key Insights Mondi's estimated fair value is UK£15.99 based on 2 Stage Free Cash Flow to Equity Mondi's UK£12.29 share...
분석 기사 Oct 18

Is There An Opportunity With Mondi plc's (LON:MNDI) 33% Undervaluation?

Key Insights The projected fair value for Mondi is UK£19.08 based on 2 Stage Free Cash Flow to Equity Mondi's UK£12.87...
분석 기사 Aug 22

Why Investors Shouldn't Be Surprised By Mondi plc's (LON:MNDI) P/E

Mondi plc's ( LON:MNDI ) price-to-earnings (or "P/E") ratio of 19.4x might make it look like a sell right now compared...
분석 기사 Aug 04

Here's Why Mondi (LON:MNDI) Has A Meaningful Debt Burden

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 May 21

Calculating The Intrinsic Value Of Mondi plc (LON:MNDI)

Key Insights The projected fair value for Mondi is UK£19.53 based on 2 Stage Free Cash Flow to Equity With UK£16.04...
분석 기사 May 03

Investor Optimism Abounds Mondi plc (LON:MNDI) But Growth Is Lacking

It's not a stretch to say that Mondi plc's ( LON:MNDI ) price-to-earnings (or "P/E") ratio of 15.9x right now seems...
분석 기사 Mar 28

Earnings Troubles May Signal Larger Issues for Mondi (LON:MNDI) Shareholders

Mondi plc's ( LON:MNDI ) recent weak earnings report didn't cause a big stock movement. We think that investors are...
분석 기사 Mar 15

We Think Mondi (LON:MNDI) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jan 17

Little Excitement Around Mondi plc's (LON:MNDI) Earnings

With a price-to-earnings (or "P/E") ratio of 10.5x Mondi plc ( LON:MNDI ) may be sending bullish signals at the moment...
분석 기사 Nov 18

Mondi (LON:MNDI) Is Reinvesting At Lower Rates Of Return

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 Oct 11

Estimating The Intrinsic Value Of Mondi plc (LON:MNDI)

Key Insights Mondi's estimated fair value is UK£11.82 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 Sep 25

Here's Why Mondi (LON:MNDI) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 Jun 22

We Think Mondi (LON:MNDI) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 May 19

Mondi (LON:MNDI) Hasn't Managed To Accelerate Its Returns

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 May 01

Are Mondi plc (LON:MNDI) Investors Paying Above The Intrinsic Value?

Key Insights The projected fair value for Mondi is UK£9.44 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 Mar 20

We Think Mondi (LON:MNDI) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...

주주 수익률

MNDIGB ForestryGB 시장
7D-4.5%0.2%0.3%
1Y-39.7%-10.8%18.8%

수익률 대 산업: MNDI은 지난 1년 동안 -10.8%의 수익을 기록한 UK Forestry 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: MNDI은 지난 1년 동안 18.8%를 기록한 UK 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is MNDI's price volatile compared to industry and market?
MNDI volatility
MNDI Average Weekly Movement5.2%
Forestry Industry Average Movement4.2%
Market Average Movement5.7%
10% most volatile stocks in GB Market11.9%
10% least volatile stocks in GB Market3.1%

안정적인 주가: MNDI는 지난 3개월 동안 UK 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: MNDI의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
200724,040Andrew Charles Kingwww.mondigroup.com

Mondi plc는 자회사와 함께 아프리카, 서유럽, 신흥 유럽, 북미, 남미, 아시아 및 호주에서 포장 및 종이 솔루션의 제조 및 판매 사업을 하고 있습니다. 이 회사는 골판지 패키징 및 연포장 부문을 통해 운영됩니다. 골판지 포장 부문은 신선 과일 포장 및 무겁고 깨지기 쉬운 제품 운송 포장 애플리케이션을 위한 버진 및 재활용 컨테이너 보드와 골판지 상자 및 포장 제품과 같은 골판지 솔루션을 제공합니다.

Mondi plc 기초 지표 요약

Mondi의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
MNDI 기초 통계
시가총액UK£3.22b
순이익 (TTM)UK£142.66m
매출 (TTM)UK£6.63b
22.6x
주가수익비율(P/E)
0.5x
주가매출비율(P/S)

MNDI는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
MNDI 손익계산서 (TTM)
매출€7.66b
매출원가€4.56b
총이익€3.11b
기타 비용€2.94b
순이익€165.00m

최근 보고된 실적

Dec 31, 2025

다음 실적 발표일

Jul 30, 2026

주당순이익(EPS)0.37
총이익률40.55%
순이익률2.15%
부채/자본 비율51.9%

MNDI의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

3.3%
현재 배당 수익률
75%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 14:40
종가2026/05/21 00:00
수익2025/12/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 가이드YouTube 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

Mondi plc는 20명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Caroline LearmonthBarclays
Pallav MittalBarclays
Joseph BloomfieldBerenberg