FirstRand 향후 성장
Future 기준 점검 4/6
FirstRand (는) 각각 연간 15.9% 및 9.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 21.4% 로 예상됩니다.
핵심 정보
15.9%
이익 성장률
13.26%
EPS 성장률
| Diversified Financial 이익 성장 | 16.0% |
| 매출 성장률 | 9.7% |
| 향후 자기자본이익률 | 21.44% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 06 Jul 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Jun 23
FSR: Earnings Resilience And Citi Downgrade Will Shape Future Upside
Analysts have nudged their price target for FirstRand slightly higher, with fair value moving from ZAR104.41 to ZAR105.13. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions following recent research that included a downgrade from Citi.내러티브 업데이트 • Jun 07
FSR: Earnings Resilience And Discount Rate Shift Will Support Future Upside
Analysts have made a small upward tweak to their ZAR price target for FirstRand, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following recent research that included a downgrade at Citi. What's in the News Analysts have revised fair value, discount rate, revenue growth assumptions, profit margin and future P/E inputs for FirstRand following recent research updates.내러티브 업데이트 • May 22
FSR: Earnings Quality And Resilient Positioning Will Support Future Upside
Analysts have trimmed their ZAR fair value estimate for FirstRand slightly to ZAR104.33 from ZAR104.45, reflecting updated assumptions around discount rates and earnings quality following recent research, including a downgrade highlighted by Citi. Analyst Commentary Recent commentary around FirstRand reflects a mix of confidence in the group’s long term positioning and a more cautious stance on how much of that quality is already captured in the share price, especially following the recent downgrade referenced in street research.분석 기사 • May 07
If EPS Growth Is Important To You, FirstRand (JSE:FSR) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...내러티브 업데이트 • May 02
FSR: Higher Discount Rate Will Support More Resilient Future Returns
Analysts have maintained the fair value for FirstRand at ZAR104.45 per share, incorporating a slightly higher discount rate and modest adjustments to revenue growth, profit margin and future P/E inputs, as some have turned more cautious on the stock following a recent downgrade at Citi. Analyst Commentary Recent research around FirstRand has focused on how the current share price compares with the updated fair value of ZAR104.45, especially after the recent downgrade at Citi and the decision to apply a slightly higher discount rate.내러티브 업데이트 • Apr 11
FSR: Revised Risk Assumptions Will Support Richer Margins And Stronger Future Returns
Analysts have nudged their FirstRand fair value estimate slightly higher to around ZAR104.45 from about ZAR104.14, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E after recent research including Citi's downgrade. Analyst Commentary Recent research has prompted a modest reassessment of FirstRand, with analysts refining their assumptions on discount rate, revenue growth, profit margin and future P/E.내러티브 업데이트 • Mar 27
FSR: Governance Amendments Will Support Richer Margins And A Stronger Outlook
Analysts have nudged their price target on FirstRand slightly higher to around ZAR104 per share from about ZAR104 previously, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that together point to a modestly refined valuation rather than a major shift in view. What's in the News FirstRand has scheduled a Special or Extraordinary Shareholders Meeting for February 11, 2026, at 09:00 South Africa Standard Time.내러티브 업데이트 • Mar 11
FSR: Governance Rewrite And Richer Margins Will Support A Stronger Outlook
Analysts have adjusted their price target on FirstRand slightly higher to ZAR103.81 from ZAR102.88, pointing to updated assumptions around revenue growth, profit margins, and a lower forward P/E multiple as the key drivers of the change. What's in the News FirstRand has scheduled a Special or Extraordinary Shareholders Meeting for February 11, 2026, at 09:00 South Africa Standard Time.내러티브 업데이트 • Feb 24
FSR: Stable Outlook With Governance Changes And Audit Switch Shaping Future Risk Profile
Analysts have nudged their fair value estimate for FirstRand higher by ZAR1.00 to ZAR102.88, citing updated assumptions around the discount rate and future P/E that slightly adjust their long term outlook on the stock. What's in the News A special or extraordinary shareholders meeting is scheduled for February 11, 2026, at 09:00 South Africa Standard Time to discuss proposed amendments to FirstRand's Memorandum of Incorporation, which could affect governance and capital structure flexibility (Key Developments).내러티브 업데이트 • Feb 10
FSR: Stable Fair Value And Governance Changes Will Shape Future Risk Profile
Analysts have nudged their fair value estimate for FirstRand higher from R101.33 to R101.88, citing updated assumptions around the discount rate and future P/E as the key drivers of the target price change. What's in the News FirstRand has scheduled a special or extraordinary shareholders meeting for 11 February 2026 at 09:00 South Africa Standard Time to discuss proposed amendments to the group’s Memorandum of Incorporation, or MOI (Key Developments).내러티브 업데이트 • Jan 24
FSR: Stable Fair Value And Governance Changes Will Shape Future Risk Profile
Analysts have nudged their price target for FirstRand higher to R101.33 from R99.22, pointing to slightly refined assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News FirstRand has scheduled a special or extraordinary shareholders meeting for February 11, 2026, giving investors a date to watch for potential company resolutions or structural decisions (Key Developments).내러티브 업데이트 • Jan 08
FSR: Stable Fair Value And Auditor Transition Will Shape Future Risk Profile
Analysts have raised their price target for FirstRand to R99.22, unchanged from the previous R99.22, reflecting updated model inputs on discount rates, revenue growth, profit margin and a slightly higher assumed future P/E of 15.00x. What's in the News Shareholders approved the appointment of KPMG Inc.내러티브 업데이트 • Dec 16
FSR: Improved Profitability And Lower Risk Will Support Further Share Upside
Analysts have nudged their price target for FirstRand higher by approximately R2.20 to around R99.20, citing slightly faster expected revenue growth, a modestly improved profit margin, and a marginally lower discount rate that supports a richer, but still reasonable, future P E multiple. What's in the News Shareholders approved the appointment of KPMG Inc.내러티브 업데이트 • Dec 01
FSR: Projected Revenue Gains And Higher Fair Value Will Support Upside Potential
Analysts have slightly raised their price target for FirstRand from R94.57 to R97.02, citing marginal improvements to forecasts for fair value and revenue growth, even though there have been only minor adjustments to key assumptions. Valuation Changes Fair Value has risen slightly from ZAR94.57 to ZAR97.02.내러티브 업데이트 • Nov 17
FSR: Reduced Discount Rate And Rising Margins Will Drive Future Upside
Analysts have raised their fair value estimate for FirstRand from R93.89 to R94.57 per share, citing improved profit margins and a lower discount rate as key drivers behind the upward revision. Valuation Changes Fair Value Estimate: Increased slightly from ZAR 93.89 to ZAR 94.57 per share.분석 기사 • Nov 10
Here's Why We Think FirstRand (JSE:FSR) Might Deserve Your Attention Today
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...내러티브 업데이트 • Nov 01
FSR: Stable Discount Rate And Political Stability Will Drive Future Market Confidence
Narrative Update on FirstRand: Analyst Price Target Change FirstRand's analyst price target remains unchanged at R93.89. Analysts note that updated assumptions for discount rate, revenue growth, and profitability have not meaningfully impacted their overall valuation outlook.내러티브 업데이트 • Oct 18
Lower Inflation And Political Stability Will Stimulate Credit Growth Opportunities
Narrative Update on FirstRand: Analyst Price Target Revision Analysts have raised their fair value estimate for FirstRand from R93.14 to R93.89. This change reflects modest improvements in revenue growth assumptions and a slightly higher projected discount rate.내러티브 업데이트 • Oct 03
Lower Inflation And Political Stability Will Stimulate Credit Growth Opportunities
Analysts have raised their price target for FirstRand from R89.61 to R93.14. This reflects increased confidence in the company’s improving profit margins and consistent revenue performance.내러티브 업데이트 • Sep 16
Lower Inflation And Political Stability Will Stimulate Credit Growth Opportunities
FirstRand’s future P/E multiple has decreased while its net profit margin has improved, supporting a marginal increase in the consensus analyst price target from ZAR88.49 to ZAR89.61. What's in the News FirstRand raised its full-year earnings guidance for FY2025, now expecting low double-digit to mid-teens earnings growth, above its long-term target of nominal GDP + 0–3%.분석 기사 • Jul 28
Should You Be Adding FirstRand (JSE:FSR) To Your Watchlist Today?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
새로운 내러티브 • Mar 09
Lower Inflation And Political Stability Will Stimulate Credit Growth Opportunities
Improved affordability and economic recovery could drive increased consumer and corporate credit demand, positively impacting revenue growth.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 6/30/2028 | 183,220 | 60,931 | N/A | N/A | 7 |
| 6/30/2027 | 168,315 | 55,840 | N/A | N/A | 8 |
| 6/30/2026 | 160,502 | 42,018 | N/A | N/A | 8 |
| 12/31/2025 | 139,296 | 43,926 | -116,154 | -106,978 | N/A |
| 9/30/2025 | 136,052 | 42,901 | -120,666 | -113,149 | N/A |
| 6/30/2025 | 132,807 | 41,876 | -125,178 | -119,320 | N/A |
| 3/31/2025 | 131,187 | 40,818 | -86,533 | -79,202 | N/A |
| 12/31/2024 | 129,566 | 39,759 | -43,064 | -34,260 | N/A |
| 9/30/2024 | 128,260 | 38,975 | -57,244 | -49,310 | N/A |
| 6/30/2024 | 126,953 | 38,191 | -71,424 | -64,360 | N/A |
| 3/31/2024 | 125,427 | 38,055 | -114,309 | -107,859 | N/A |
| 12/31/2023 | 123,900 | 37,919 | -157,194 | -151,358 | N/A |
| 9/30/2023 | 121,628 | 37,125 | -143,912 | -138,399 | N/A |
| 6/30/2023 | 119,356 | 36,331 | -130,630 | -125,440 | N/A |
| 3/31/2023 | 116,300 | 35,599 | -62,967 | -58,220 | N/A |
| 12/31/2022 | 113,243 | 34,866 | 4,696 | 8,999 | N/A |
| 9/30/2022 | 110,403 | 33,814 | -25,416 | -21,427 | N/A |
| 6/30/2022 | 107,562 | 32,761 | -55,528 | -51,854 | N/A |
| 3/31/2022 | 105,269 | 32,094 | -55,177 | -51,961 | N/A |
| 12/31/2021 | 102,976 | 31,427 | -54,826 | -52,068 | N/A |
| 9/30/2021 | 98,945 | 29,085 | -65,871 | -62,796 | N/A |
| 6/30/2021 | 94,913 | 26,743 | -76,916 | -73,525 | N/A |
| 3/31/2021 | 85,910 | 20,457 | -73,419 | -69,580 | N/A |
| 12/31/2020 | 76,906 | 14,171 | -69,922 | -65,635 | N/A |
| 9/30/2020 | 78,552 | 15,596 | -55,499 | -50,373 | N/A |
| 6/30/2020 | 80,197 | 17,021 | -41,076 | -35,112 | N/A |
| 3/31/2020 | 87,631 | 22,741 | -66,800 | -59,893 | N/A |
| 12/31/2019 | 95,064 | 28,461 | -92,524 | -84,675 | N/A |
| 9/30/2019 | 95,415 | 29,336 | N/A | -98,810 | N/A |
| 6/30/2019 | 95,765 | 30,211 | N/A | -112,945 | N/A |
| 3/31/2019 | 93,945 | 29,870 | N/A | -107,881 | N/A |
| 12/31/2018 | 92,124 | 29,529 | N/A | -102,818 | N/A |
| 9/30/2018 | 88,389 | 28,038 | N/A | -99,907 | N/A |
| 6/30/2018 | 84,653 | 26,546 | N/A | -96,997 | N/A |
| 3/31/2018 | 82,768 | 25,989 | N/A | -93,940 | N/A |
| 12/31/2017 | 80,883 | 25,432 | N/A | -90,883 | N/A |
| 9/30/2017 | 79,334 | 25,002 | N/A | -76,625 | N/A |
| 6/30/2017 | 77,785 | 24,572 | N/A | -62,368 | N/A |
| 3/31/2017 | 76,779 | 24,272 | N/A | -61,280 | N/A |
| 12/31/2016 | 75,773 | 23,972 | N/A | -60,192 | N/A |
| 9/30/2016 | 73,795 | 23,268 | N/A | -56,306 | N/A |
| 6/30/2016 | 71,816 | 22,563 | N/A | -52,421 | N/A |
| 3/31/2016 | 70,058 | 22,181 | N/A | -69,068 | N/A |
| 12/31/2015 | 68,299 | 21,799 | N/A | -85,716 | N/A |
| 9/30/2015 | 68,079 | 21,711 | N/A | -87,730 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: FSR 의 연간 예상 수익 증가율(15.9%)이 saving rate(9.8%)보다 높습니다.
수익 vs 시장: FSR 의 연간 수익(15.9%)이 ZA 시장(14.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: FSR 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: FSR 의 수익(연간 9.7%)이 ZA 시장(연간 7.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: FSR 의 수익(연간 9.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: FSR의 자본 수익률은 3년 후 21.4%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/14 19:08 |
| 종가 | 2026/07/14 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/06/30 |
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 |
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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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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
FirstRand Limited는 20명의 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 |
|---|---|
| Ilan Stermer | Anchor Stockbrokers Proprietary Limited |
| Jaap Meijer | Arqaam Capital Research Offshore S.A.L. |
| Adrienne Damant | Avior Capital Markets |