Mondi 향후 성장
Future 기준 점검 3/6
Mondi (는) 각각 연간 30.6% 및 3.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 27.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.6% 로 예상됩니다.
핵심 정보
30.6%
이익 성장률
27.28%
EPS 성장률
| Forestry 이익 성장 | 19.6% |
| 매출 성장률 | 3.7% |
| 향후 자기자본이익률 | 8.64% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 02 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Jun 03
MNDI: Cautious Revenue And Margin Assumptions Will Temper Multiples Yet Keep Risks Balanced
Analysts have reduced Mondi's fair value estimate from £7.60 to £6.82 after recent price target cuts from several banks and more cautious assumptions on revenue growth, profit margins and the P/E multiple that investors may be willing to pay. Analyst Commentary Recent Street research on Mondi has tilted more cautious, with several Bearish analysts cutting price targets and only limited offset from more constructive views.
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...
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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 8,524 | 367 | 332 | 1,079 | 9 |
| 12/31/2027 | 8,287 | 313 | 288 | 1,003 | 11 |
| 12/31/2026 | 7,888 | 153 | 242 | 851 | 11 |
| 12/31/2025 | 7,663 | 165 | 246 | 986 | N/A |
| 9/30/2025 | 7,625 | 177 | 114 | 956 | N/A |
| 6/30/2025 | 7,586 | 189 | -19 | 926 | N/A |
| 3/31/2025 | 7,501 | 204 | -81 | 889 | N/A |
| 12/31/2024 | 7,416 | 218 | -143 | 851 | N/A |
| 9/30/2024 | 7,302 | 305 | -44 | 945 | N/A |
| 6/30/2024 | 7,188 | 392 | 54 | 1,038 | N/A |
| 3/31/2024 | 7,259 | 447 | 260 | 1,199 | N/A |
| 12/31/2023 | 7,330 | 502 | 465 | 1,359 | N/A |
| 9/30/2023 | 7,804 | 639 | 630 | 1,407 | N/A |
| 6/30/2023 | 8,278 | 775 | 795 | 1,455 | N/A |
| 3/31/2023 | 8,590 | 981 | 837 | 1,452 | N/A |
| 12/31/2022 | 8,902 | 1,186 | 879 | 1,448 | N/A |
| 9/30/2022 | 8,549 | 1,093 | 827 | 1,371 | N/A |
| 6/30/2022 | 8,196 | 999 | 774 | 1,293 | N/A |
| 3/31/2022 | 7,585 | 771 | 691 | 1,222 | N/A |
| 12/31/2021 | 6,974 | 543 | 608 | 1,150 | N/A |
| 9/30/2021 | 6,734 | 520 | 655 | 1,225 | N/A |
| 6/30/2021 | 6,494 | 497 | 702 | 1,299 | N/A |
| 3/31/2021 | 6,579 | 540 | 665 | 1,309 | N/A |
| 12/31/2020 | 6,663 | 582 | 627 | 1,318 | N/A |
| 9/30/2020 | 6,806 | 640 | 559 | 1,314 | N/A |
| 6/30/2020 | 6,949 | 697 | 490 | 1,309 | N/A |
| 3/31/2020 | 7,109 | 755 | 531 | 1,349 | N/A |
| 12/31/2019 | 7,268 | 812 | 571 | 1,388 | N/A |
| 9/30/2019 | 7,397 | 875 | N/A | 1,377 | N/A |
| 6/30/2019 | 7,525 | 937 | N/A | 1,365 | N/A |
| 3/31/2019 | 7,503 | 881 | N/A | 1,386 | N/A |
| 12/31/2018 | 7,481 | 824 | N/A | 1,407 | N/A |
| 9/30/2018 | 7,361 | 747 | N/A | 1,347 | N/A |
| 6/30/2018 | 7,241 | 670 | N/A | 1,286 | N/A |
| 3/31/2018 | 7,169 | 669 | N/A | 1,250 | N/A |
| 12/31/2017 | 7,096 | 668 | N/A | 1,213 | N/A |
| 9/30/2017 | 7,014 | 646 | N/A | 1,233 | N/A |
| 6/30/2017 | 6,932 | 624 | N/A | 1,252 | N/A |
| 3/31/2017 | 6,797 | 631 | N/A | 1,241 | N/A |
| 12/31/2016 | 6,662 | 638 | N/A | 1,229 | N/A |
| 9/30/2016 | 6,667 | 655 | N/A | 1,208 | N/A |
| 6/30/2016 | 6,672 | 671 | N/A | 1,187 | N/A |
| 3/31/2016 | 6,746 | 636 | N/A | 1,153 | N/A |
| 12/31/2015 | 6,819 | 600 | N/A | 1,119 | N/A |
| 9/30/2015 | 6,766 | 564 | N/A | 1,053 | N/A |
| 6/30/2015 | 6,713 | 528 | N/A | 987 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: MNDI 의 연간 예상 수익 증가율(30.6%)이 saving rate(3.4%)보다 높습니다.
수익 vs 시장: MNDI 의 연간 수익(30.6%)이 UK 시장(11.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: MNDI 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: MNDI 의 수익(연간 3.7%)이 UK 시장(연간 4.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: MNDI 의 수익(연간 3.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: MNDI의 자본 수익률은 3년 후 8.6%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/05 06:22 |
| 종가 | 2026/06/05 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 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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
Mondi plc는 20명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Caroline Learmonth | Barclays |
| Pallav Mittal | Barclays |
| Joseph Bloomfield | Berenberg |