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Pan American Silver Corp.NYSE:PAAS 주식 보고서

시가총액 US$23.8b
주가
US$59.14
US$73.57
19.6% 저평가 내재 할인율
1Y126.3%
7D10.6%
포트폴리오 가치
​
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Pan American Silver Corp.

NYSE:PAAS 주식 리포트

시가총액: US$23.8b

Pan American Silver (PAAS) 주식 개요

는 칠레, 페루, 브라질, 멕시코, 캐나다, 아르헨티나, 볼리비아, 과테말라에서 광산의 탐사, 광산 개발, 추출, 가공, 정제 및 매립에 관여합니다. 자세히 보기

PAAS 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장3/6
과거 실적5/6
재무 건전성5/6
배당3/6

강점

가격 대비 수익 비율(19.3x)은 Metals and Mining 업계 평균(19.4x)보다 낮습니다.

수익은 매년 17.06% 증가할 것으로 예상됩니다.

지난 1년간 수익이 305.9% 증가했습니다.

동종업계 및 업계 대비 좋은 가치로 거래

위험 분석

지난 1년 동안 주주가 희석되었습니다.


PAAS Community Fair Values

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Materials opportunity
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Upside Gold
Fair Value from
CA$5.0768.0% 저평가 내재 할인율

An Undervalued 3.3Moz Gold Project in Canada

Key takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.

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Pan American Silver Corp. 경쟁사

가격 이력 및 성과

Pan American Silver 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가CA$57.81
52주 최고가CA$69.99
52주 최저가CA$22.08
베타1.49
1개월 변동2.86%
3개월 변동4.71%
1년 변동126.26%
3년 변동242.68%
5년 변동93.86%
IPO 이후 변동1,085.85%

최근 뉴스 및 업데이트

Seeking Alpha • Apr 07

Pan American Silver: What To Expect In Extreme Market Volatility

Summary Despite the wicked sell-off in silver and gold this year, Pan American Silver continued to benefit from significantly higher prices in Q1 versus Q4 FY25. Today I'll take a fresh look at the company, including excellent exploration results at the world-class 100% owned La Colorada mine in Mexico. I'll also present commentary on the company's 2026 guidance and review Q1 earnings estimates (the Q1 report is due out May 5th, after the market closes). I maintain my STRONG BUY rating on PAAS, but I caution investors to take advantage of extreme market volatility and to only add to positions on significant sell-offs. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Apr 07

Pan American Silver: What To Expect In Extreme Market Volatility

Summary Despite the wicked sell-off in silver and gold this year, Pan American Silver continued to benefit from significantly higher prices in Q1 versus Q4 FY25. Today I'll take a fresh look at the company, including excellent exploration results at the world-class 100% owned La Colorada mine in Mexico. I'll also present commentary on the company's 2026 guidance and review Q1 earnings estimates (the Q1 report is due out May 5th, after the market closes). I maintain my STRONG BUY rating on PAAS, but I caution investors to take advantage of extreme market volatility and to only add to positions on significant sell-offs. Read the full article on Seeking Alpha
Seeking Alpha • Apr 28

Pan American Silver: Flying High, But Stuck In A Holding Pattern - With Escobal In View

Summary Pan American Silver (PAAS) is rated "Hold" due to expected declines in both silver and gold production in 2025, despite recent price surges. PAAS's gold production has increased since acquiring Yamana Gold's assets, but 2025 production is projected to be 10% - 17% lower than last year. Silver production is also expected to decline, with La Colorada and Huaron being the only operations with a positive outlook for 2025. PAAS's current valuation is higher than its peers, making it less attractive for long-term investment, but it offers short-term trading opportunities. Read the full article on Seeking Alpha
Seeking Alpha • Apr 07

Pan American Silver: Another Record Year On Deck

Summary Pan American had a decent 2024, reporting significant growth in free cash flow and a return to a net cash position, offset by a slight miss on its guidance midpoint. While the company had a solid 2024, it faces a production cliff in 2028 if it can't extend mine lives at a few of its assets and/or bring Escobal online. On a positive note, Pan American stands out as a company focused on per-share growth, unlike most of its silver peers & trades at a reasonable valuation. In this update, we'll dig into the Q4 and FY2024 results, recent developments, and whether the stock is offering an adequate margin of safety at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Jan 22

Secular Silver Shortfall Could Keep Prices Higher For Longer For Pan American Silver

Summary Pan American Silver is a top silver producer, benefiting from the Yamana acquisition, asset divestitures, and strong metal markets, making it a solid buy. Management focuses on aggressive deleveraging, maintaining a $0.40 annual dividend, and authorized share repurchases, appealing to income investors seeking silver exposure with gold stability. La Colorada mine improvements and La Colorada Skarn project potential significantly boost silver production, while Jacobina mine enhances gold output, supporting long-term growth. Strong financials with record cash position, zero net debt, and potential variable dividend in 2025, driven by high silver and gold prices and industrial demand. Read the full article on Seeking Alpha
Seeking Alpha • Dec 16

Pan American Silver: One Of The Better Options For Silver Exposure

Summary Pan American Q3-24 production was below expectations, impacted by lower grades at Cerro Moro. Fortunately, higher metal prices boosted financial results, achieving record revenue of $716.1 million and significant cash flow generation. Unfortunately, while 2024 has been strong financially, the company has tough comps on deck in 2025 with significantly lower gold production in 2025. In this update we'll dig into the Q3-24 results, recent developments, and whether the stock is offering enough margin of safety for new investment at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Nov 12

Pan American Silver: Production Growth Visibility Amid Upside In Precious Metals

Summary Initiating coverage on Pan American Silver with a "Buy" rating and a 24-month investment horizon due to attractive valuation and potential growth from higher precious metal prices. Strong fundamentals with a $1.22 billion liquidity buffer, healthy free cash flow, and significant production growth catalysts like Escobal and La Colorada Skarn support the bullish outlook. Risks include potential delays in Escobal mining resumption, but overall financial health and favorable precious metal price trends mitigate concerns, supporting a positive investment thesis. Read the full article on Seeking Alpha
Seeking Alpha • Sep 30

Pan American Silver: Positioned For Growth Amid Higher Gold, Silver Prices

Summary Pan American Silver is one of the largest silver miners in the world and its shares have appreciated over 30% YTD. Despite Q2 production challenges, revenue increased by 7.3% due to higher metal prices, setting up a strong second half of 2024. The company's diversified portfolio and solid balance sheet, combined with potential catalysts like the Escobal mine reopening, support a positive outlook. Trading below its net asset value and only slightly above peers' EV/EBITDA multiple, Pan American Silver shares have significant upside potential, earning a buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Sep 20

Pan American Silver: Better Outlook For H2, But Almost Everything Is Already Priced In

Summary Pan American Silver is rated as a hold due to limited further price increases in silver and rising all-in sustaining costs. PAAS's AISC increased by nearly 20% in Q2. Silver production fell by 8.82% in Q2, but management's 2024 production targets are still achievable, potentially improving AISC and profit margins. Expected Q3 revenue is $774.64 million, translating to $0.32 per share; current valuation implies a P/E of almost 16, making it fairly priced. Read the full article on Seeking Alpha
Seeking Alpha • Aug 14

Pan American Silver: A Stronger H2 On Deck

Summary Pan American Silver Corp. had a mediocre quarter in Q2 with solid performances from Huaron, San Vicente, El Penon and Jacobina overshadowed by softness at La Colorada/Cerro Moro. The result was a significant spike in AISC in Q2 2024 to ~$19/oz, but record gold prices still allowed for significant free cash flow generation in Q2. Meanwhile, although Q2 2024 certainly had its challenges, H2 2024 is shaping up to be much stronger with a weaker MXN/USD, higher gold/silver prices and higher production. In this update, we'll dig into the Q3 2024 results, recent developments, and where the stock's updated low-risk buy zone lies. Read the full article on Seeking Alpha
Seeking Alpha • Aug 07

Pan American Silver: Solid Production Trends, But Shares Near Fair Value

Summary Silver and gold had strong starts to 2024, but price action has turned mixed as global volatility ticks up across financial markets. Pan American Silver reported solid Q1 results in May, and all eyes are now on the Q2 report after a healthy mid-year update in June. I see the stock as near its intrinsic value while PAAS' technical chart sends mixed signals. The options market prices in a 5% earnings related move heading into the Wednesday night Q2 report. Read the full article on Seeking Alpha
Seeking Alpha • May 28

Pan American Silver: Significant Margin Expansion On Deck In Q2

Summary Pan American Silver had a decent Q1 despite it being the weakest quarter of the year, with silver production set to progressively improve throughout the year. Meanwhile, although silver segment margins dipped year-over-year, this did not factor in the recent silver price rise, with AISC margins set to soar in Q2 & improve further in Q3/Q4. In this update, we'll dig into the Q1 results, recent developments, and what makes Pan American one of the more attractive ways to get silver exposure. Read the full article on Seeking Alpha
Seeking Alpha • Apr 24

Pan American Silver: Has The Potential To Improve Performance Significantly

Summary Demand for silver has outpaced supply in recent years, driving up the price per ounce. Pan American Silver, one of the world's biggest silver producers, has seen its stock value increase by 36.31% in one month. The upcoming Q1 results may provide insight into PAAS's future performance, but the overall outlook for silver remains positive. Read the full article on Seeking Alpha

주주 수익률

PAASUS Metals and MiningUS 시장
7D10.6%6.0%2.1%
1Y126.3%93.9%30.6%

수익률 대 산업: PAAS은 지난 1년 동안 93.9%의 수익을 기록한 US Metals and Mining 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: PAAS은 지난 1년 동안 30.6%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is PAAS's price volatile compared to industry and market?
PAAS volatility
PAAS Average Weekly Movement8.6%
Metals and Mining Industry Average Movement10.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

안정적인 주가: PAAS는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: PAAS의 주간 변동성(9%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19799,348Michael Steinmannwww.panamericansilver.com

는 칠레, 페루, 브라질, 멕시코, 캐나다, 아르헨티나, 볼리비아, 과테말라에서 광산의 탐사, 광산 개발, 추출, 가공, 정제 및 매립에 종사하고 있습니다. 실버 부문에는 라 칼라다, 후아니시피오, 세로 모로, 후아론, 산 비센테 광산이 포함됩니다. 골드 부문은 자코비나, 엘 페뇽, 티민스, 샤후인도, 미네라 플로리다, 돌로레스 광산으로 구성됩니다.

Pan American Silver Corp. 기초 지표 요약

Pan American Silver의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
PAAS 기초 통계
시가총액US$23.85b
순이익 (TTM)US$1.27b
매출 (TTM)US$4.00b
19.3x
주가수익비율(P/E)
6.1x
주가매출비율(P/S)

PAAS는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
PAAS 손익계산서 (TTM)
매출US$4.00b
매출원가US$1.77b
총이익US$2.23b
기타 비용US$963.00m
순이익US$1.27b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)3.00
총이익률55.73%
순이익률31.65%
부채/자본 비율9.7%

PAAS의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

1.2%
현재 배당 수익률
17%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 07:11
종가2026/05/07 00:00
수익2026/03/31
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 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

Pan American Silver Corp.는 23명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Matthew MurphyBMO Capital Markets Equity Research
Kevin O'HalloranBMO Capital Markets Equity Research
Lawson WinderBofA Global Research