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Discovery Limited

JSE:DSY 주식 리포트

시가총액: R173.2b

  • 회사 개요
  • 가치 평가
  • 미래 성장
  • 과거 실적
  • 재무 건전성
  • 배당
  • 경영진
  • 지분
  • 기타 정보
  • 주식 커뮤니티

Discovery 과거 순이익 실적

과거 기준 점검 5/6

Discovery은 연평균 22.6%의 비율로 수입이 증가해 온 반면, Insurance 산업은 수입이 23.6% 증가했습니다. 매출은 연평균 2.5%의 비율로 증가했습니다. Discovery의 자기자본이익률은 16%이고 순이익률은 15.6%입니다.

핵심 정보

22.57%

순이익 성장률

22.12%

주당순이익(EPS) 성장률

Insurance 산업 성장률2.10%
매출 성장률2.47%
자기자본이익률15.99%
순이익률15.58%
최근 순이익 업데이트30 Jun 2026

최근 과거 실적 업데이트

Recent updates

User avatar
내러티브 업데이트 • Sep 07

DSY: Earnings Guidance And Margin Outlook Will Support A Higher Future P/E

Analysts have raised their price target for Discovery to ZAR355.38 from ZAR340.82, reflecting updated assumptions on discount rates, revenue trends, profit margins and future P/E expectations. What's in the News for Discovery Discovery released earnings guidance for the year ending June 30, 2026, with basic earnings per share expected in a range of 1,893.0 cents to 1,963.1 cents, according to company guidance.
분석 기사 • Aug 29

Here's Why Discovery (JSE:DSY) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
User avatar
내러티브 업데이트 • Jul 29

DSY: Higher Margin Outlook And Lower Discount Rate Suggest Balanced Future Prospects

The analyst price target for Discovery has been raised from ZAR207.10 to ZAR240.00, with analysts pointing to updated assumptions that include a lower discount rate, a wider profit margin, weaker revenue growth and a slightly higher future P/E multiple. What’s in the News for Discovery No recent Discovery specific press releases or news headlines were provided in the source feed as of 28 July 2026.
User avatar
내러티브 업데이트 • Jul 14

DSY: Higher Profitability Assumptions Will Support A Richer Future P/E

Analysts have trimmed their fair value price target for Discovery from ZAR351.01 to ZAR340.82, as updated assumptions point to weaker revenue growth, a higher expected profit margin, and a slightly richer future P/E multiple. What’s in the News for Discovery No major recent news items have been identified for Discovery based on the provided sources.
분석 기사 • Jul 05

What Does The Future Hold For Discovery Limited (JSE:DSY)? These Analysts Have Been Cutting Their Estimates

Market forces rained on the parade of Discovery Limited ( JSE:DSY ) shareholders today, when the analysts downgraded...
User avatar
내러티브 업데이트 • Jun 30

nan

Analysts have lifted their Discovery price target from ZAR284.78 to ZAR351.01, reflecting updated assumptions that now incorporate modest revenue growth expectations, an adjusted profit margin profile, a slightly higher future P/E multiple, and a small reduction in the discount rate. What’s in the News for Discovery No recent Discovery specific news items were provided in the primary news source.
User avatar
내러티브 업데이트 • Jun 16

DSY: Stable Outlook Will Rely On Unchanged Assumptions For Future Upside Potential

The latest Discovery price target remains steady at ZAR301.19, as analysts cite unchanged fair value, discount rate, revenue growth, profit margin and future P/E assumptions in their updated models. What’s in the News for Discovery No recent Discovery news items are available from the provided primary sources.
User avatar
내러티브 업데이트 • Jun 02

DSY: Stable Assumptions And Slight Model Tweaks Will Shape Future Upside Potential

Analysts have nudged their ZAR price target for Discovery slightly higher, from about ZAR299 to roughly ZAR301. This reflects updated views on fair value, the discount rate, and longer term P/E assumptions.
분석 기사 • May 31

Should You Be Adding Discovery (JSE:DSY) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
User avatar
내러티브 업데이트 • Apr 26

DSY: Interim Dividend And Strong Earnings Guidance Will Support Future Upside

Analysts have adjusted the price target for Discovery slightly higher to about ZAR299.05 from ZAR298.48. This reflects updated assumptions around fair value, profit margins and the future P/E multiple.
User avatar
내러티브 업데이트 • Apr 11

DSY: Interim Dividend And Higher Earnings Guidance Will Support Future Upside

Analysts now place Discovery's fair value at ZAR298.48, up from ZAR292.97. This reflects updated assumptions that include a shift to modest revenue growth expectations of 0.55%, a lower projected profit margin of 18.06% and a slightly adjusted forward P/E of 19.40.
분석 기사 • Apr 08

Industry Analysts Just Upgraded Their Discovery Limited (JSE:DSY) Revenue Forecasts By 40%

Celebrations may be in order for Discovery Limited ( JSE:DSY ) shareholders, with the analysts delivering a significant...
User avatar
내러티브 업데이트 • Mar 27

DSY: Interim Dividend And Strong Margins Will Support Future Upside

Analysts have kept their ZAR price target for Discovery steady at ZAR292.97. This reflects unchanged views on fair value, required return and the expected balance between revenue contraction and profit margin strength.
User avatar
내러티브 업데이트 • Mar 13

DSY: Higher Margins And Interim Dividend Will Support Future Returns

Analysts have lifted their price target for Discovery from ZAR257.08 to ZAR292.97, supported by assumptions of a higher profit margin and a slightly higher future P/E multiple, even as they factor in a steeper revenue decline. What's in the News The Board declared an interim gross cash dividend of ZAR1.11 per ordinary share, with a net dividend of ZAR0.888 per share after 20% dividend withholding tax for non exempt shareholders (Key Developments).
User avatar
내러티브 업데이트 • Feb 27

DSY: Slightly Higher Fair Value And Margins Will Support Future Returns

Analysts have slightly raised their price target for Discovery from ZAR255.79 to ZAR257.08, reflecting updated assumptions that combine softer revenue growth with a small uplift in profit margin and a marginally higher future P/E multiple. Valuation Changes Fair Value: Adjusted slightly higher from ZAR255.79 to ZAR257.08.
User avatar
내러티브 업데이트 • Feb 13

DSY: Steady Fair Value And Slightly Lower Risk Will Support Future Returns

Analysts kept their ZAR fair value estimate broadly steady at about ZAR255.79. A slightly lower discount rate and marginally adjusted assumptions for revenue decline, profit margin and future P/E support a broadly unchanged price target narrative.
User avatar
내러티브 업데이트 • Jan 29

DSY: Refined Assumptions And Stable Margins Will Support Future Shareholder Value

Analysts have raised their price target on Discovery to US$255.79 from US$245.50, citing updated assumptions around a slightly lower expected revenue decline, a modest shift in profit margin expectations, and a small adjustment to the future P/E multiple and discount rate. Valuation Changes Fair Value: updated from US$245.50 to US$255.79, representing a modest upward adjustment to the target estimate.
User avatar
새로운 내러티브 • Jan 29

Aging Populations And AI Investment Will Shape Health Insurance Margins Over Time

Catalysts About Discovery Discovery operates insurance, health, banking and wellness businesses, primarily in South Africa and through its Vitality platform globally. What are the underlying business or industry changes driving this perspective?
분석 기사 • Jan 26

Do Discovery's (JSE:DSY) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Dec 21

Discovery Limited (JSE:DSY) Investors Are Less Pessimistic Than Expected

Discovery Limited's ( JSE:DSY ) price-to-earnings (or "P/E") ratio of 16.4x might make it look like a strong sell right...
분석 기사 • Nov 14

This Is The Reason Why We Think Discovery Limited's (JSE:DSY) CEO Might Be Underpaid

Key Insights Discovery to hold its Annual General Meeting on 20th of November CEO Adrian Gore's total compensation...
User avatar
내러티브 업데이트 • Nov 05

DSY: Stable Margins And Dividend Declaration Will Support Future Shareholder Value

Analysts have maintained their price target for Discovery at $245.50, citing stable profit margin outlooks and unchanged growth expectations as supporting factors. What's in the News Discovery Limited declared a final dividend of ZAR 2.1 per share for the 12 months ended June 30, 2025 (Key Developments).
User avatar
내러티브 업데이트 • Oct 22

Analysts Lift Discovery Price Target on Improved Profit Margins Despite Lower Revenue Growth

Narrative Update on Discovery: Analyst Price Target Adjustment Analysts have slightly increased their price target for Discovery, raising it from $244.35 to $245.50. This adjustment is based on improved profit margin projections, even though the outlook for revenue growth has been tempered.
User avatar
내러티브 업데이트 • Oct 08

Vitality's Data-Driven Health Initiatives To Support Future Global Expansion

Narrative Update on Discovery: Analyst Price Target Revision Analysts have revised their fair value estimate for Discovery downward by approximately $9 to $244.35, citing lower projected profit margins and moderated declines in revenue growth forecasts. What's in the News Discovery Limited declared a final dividend of ZAR 2.1 per share for the 12 months ended June 30, 2025 (Key Developments).
분석 기사 • Oct 02

Should You Be Adding Discovery (JSE:DSY) To Your Watchlist Today?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
User avatar
새로운 내러티브 • Feb 09

Vitality Limited's Restructuring And Data Focus Will Drive Future Profitability

Restructuring into focused businesses and reduced spending enhances operational efficiency, driving potential profitability and earnings growth.

매출 및 비용 세부 내역

Discovery가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

JSE:DSY 매출, 비용 및 순이익 (ZAR Millions)
날짜매출순이익일반관리비연구개발비
30 Jun 2683,40212,99722,7280
31 Mar 2681,46411,79622,5390
31 Dec 2579,52510,59422,3490
30 Sep 2577,8979,95522,0540
30 Jun 2576,2699,31521,7580
31 Mar 2579,2558,91821,2200
31 Dec 2482,2408,52020,6810
30 Sep 2480,8117,92020,2160
30 Jun 2479,3827,32019,7500
31 Mar 2477,0406,84417,7420
31 Dec 2374,6986,36715,7340
30 Sep 2372,7336,37617,0220
30 Jun 2370,7686,38418,3100
31 Mar 2362,9445,86821,8460
31 Dec 2255,1195,35225,3810
30 Sep 2261,5305,38725,2660
30 Jun 2267,9405,42225,1510
31 Mar 2276,1055,00824,5020
31 Dec 2183,8004,59323,8520
30 Sep 2180,9663,87523,3450
30 Jun 2178,1313,15722,8380
31 Mar 2174,3311,52922,4360
31 Dec 2070,531-9922,0340
30 Sep 2067,565-122,0370
30 Jun 2064,5989722,0400
31 Mar 2065,2213,19121,6680
31 Dec 1965,8446,28421,2950
30 Sep 1962,3516,40920,6090
30 Jun 1958,8586,53319,9220
31 Mar 1954,2965,90819,0890
31 Dec 1849,7335,28218,2550
30 Sep 1851,2675,46717,6370
30 Jun 1852,8005,65217,0190
31 Mar 1852,0875,34616,6990
31 Dec 1751,3735,03916,3790
30 Sep 1748,2914,72515,9660
30 Jun 1745,2094,41115,5530
31 Mar 1744,6154,16115,3600
31 Dec 1644,0213,91015,1660
30 Sep 1643,8723,78314,7950
30 Jun 1643,7233,65514,4240
31 Mar 1642,4793,70713,6270
31 Dec 1541,2353,75812,8290
30 Sep 1540,2764,61912,3300

양질의 수익: DSY는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: DSY의 현재 순 이익률 (15.6%)은 지난해 (12.2%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: DSY의 수익은 지난 5년 동안 연평균 22.6%로 크게 증가했습니다.

성장 가속화: 지난 1년간 DSY 의 수익 증가율(39.5%)은 연간 평균(22.6%)을 초과합니다.

수익 대 산업: DSY의 지난 1년 수익 증가율(39.5%)은 Insurance 업계의 19.5%를 상회했습니다.


자기자본이익률

높은 ROE: DSY의 자본 수익률(16%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/10 10:51
종가2026/09/09 00:00
수익2026/06/30
연간 수익2026/06/30

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분석가 소스

Discovery Limited는 12명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Adrienne DamantAvior Capital Markets
Robert RiceBarclays
Linda Sun-MattisonBernstein

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