Fresnillo (FRES) Aandelenoverzicht
Fresnillo plc ontgint, ontwikkelt en produceert non-ferromineralen in Mexico. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 4/6 |
| Prestaties in het verleden | 6/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 4/6 |
FRES Community Fair Values
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Analyst Price Targets
Top Community Narratives
UK£35
FV
18.1% ondergewaardeerd intrinsieke korting46.11%
Revenue growth p.a.
439
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Fresnillo plc Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | UK£28.68 |
| 52 Week Hoogtepunt | UK£44.72 |
| 52 Week Laag | UK£13.71 |
| Bèta | 0.73 |
| 1 maand verandering | -10.88% |
| 3 maanden verandering | -9.70% |
| 1 Jaar Verandering | 100.14% |
| 3 jaar verandering | 370.01% |
| 5 jaar verandering | 256.10% |
| Verandering sinds IPO | 451.54% |
Recent nieuws en updates
Narratiefupdate • Jun 16
FRES: Higher Revenue Assumptions And Cost Discipline Will Support Re Rating Potential
The analyst price target for Fresnillo has shifted to reflect a modest fair value adjustment to £54.36, as analysts reassessed assumptions for revenue growth, profit margins and future P/E following a series of mixed target changes from Citi, Morgan Stanley, JPMorgan and Berenberg. Analyst Commentary Recent research on Fresnillo highlights a split in opinion, but there are clear areas where bullish analysts see room for the stock to better reflect their reassessed fair value assumptions.Narratiefupdate • Jun 02
FRES: Higher Revenue And Margin Assumptions Will Support Re Rating Potential
Fresnillo’s updated analyst price target has moved sharply higher to about £53.62 from £20.84, as analysts factor in new assumptions around revenue growth, profit margins and future P/E that differ from recent mixed price target revisions in Street research. Analyst Commentary Recent Street research on Fresnillo shows a split view, with some firms cutting price targets while others lift their estimates and reaffirm more cautious ratings.
Narratiefupdate • May 18
FRES: Production Slippage And Diverging Street Views Will Pressure Future Returns
Fresnillo’s updated analyst price target has shifted to reflect mixed recent moves, including a £4.00 increase at Citi and several reductions of £1.00 to £4.00 at other firms, as analysts factor in revised assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Fresnillo shows a split view, with some higher price targets sitting alongside a series of reductions.Recent updates
Narratiefupdate • Jun 16
FRES: Higher Revenue Assumptions And Cost Discipline Will Support Re Rating Potential
The analyst price target for Fresnillo has shifted to reflect a modest fair value adjustment to £54.36, as analysts reassessed assumptions for revenue growth, profit margins and future P/E following a series of mixed target changes from Citi, Morgan Stanley, JPMorgan and Berenberg. Analyst Commentary Recent research on Fresnillo highlights a split in opinion, but there are clear areas where bullish analysts see room for the stock to better reflect their reassessed fair value assumptions.Narratiefupdate • Jun 02
FRES: Higher Revenue And Margin Assumptions Will Support Re Rating Potential
Fresnillo’s updated analyst price target has moved sharply higher to about £53.62 from £20.84, as analysts factor in new assumptions around revenue growth, profit margins and future P/E that differ from recent mixed price target revisions in Street research. Analyst Commentary Recent Street research on Fresnillo shows a split view, with some firms cutting price targets while others lift their estimates and reaffirm more cautious ratings.Narratiefupdate • May 18
FRES: Production Slippage And Diverging Street Views Will Pressure Future Returns
Fresnillo’s updated analyst price target has shifted to reflect mixed recent moves, including a £4.00 increase at Citi and several reductions of £1.00 to £4.00 at other firms, as analysts factor in revised assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Fresnillo shows a split view, with some higher price targets sitting alongside a series of reductions.Narratiefupdate • May 04
FRES: Production Slippage And Mixed Street Views Will Pressure Future Returns
Fresnillo’s analyst fair value estimate has been adjusted from £23.88 to £24.72. The change reflects recent mixed price target revisions across the Street and updated assumptions on long term revenue growth, profit margins and future P/E expectations.Narratiefupdate • Apr 20
FRES: Execution Risks Around Multi Year Production Guidance Will Likely Intensify
The analyst price target for Fresnillo has increased to £23.88 from £21.82, with analysts citing adjusted expectations for revenue growth, profit margins and future P/E, along with mixed recent target changes from major banks, as support for the new fair value. Analyst Commentary Recent research shows a split in sentiment on Fresnillo, with some major banks lifting targets while others have taken a more cautious stance on valuation and execution.Narratiefupdate • Feb 22
FRES: Mixed Rating Shifts Will Likely Expose Mounting Execution Risk
The Fresnillo analyst price target has been reduced by about £0.17 per share, as analysts factor in slightly higher projected revenue growth and profit margins, together with a modestly lower P/E and discount rate following recent mixed rating and target changes across the Street. Analyst Commentary Recent Street research on Fresnillo shows a split view, with some firms lifting targets while others trim expectations or ratings.Narratiefupdate • Feb 07
FRES: Higher Revenue Hopes Will Likely Mask Growing Execution Risk
Analysts have lifted their fair value estimate for Fresnillo from £16.62 to £21.99 per share, reflecting updated assumptions around higher revenue growth, slightly stronger profit margins, a lower future P/E multiple, and recent mixed but generally higher Street price targets. Analyst Commentary Recent Street research on Fresnillo has sent mixed signals, with several firms adjusting price targets in different directions and one downgrade in the mix.Narratiefupdate • Jan 24
FRES: Higher Metal Price Optimism Will Likely Mask Execution And Margin Risks
Analysts have modestly revised their fair value estimate for Fresnillo to £16.62 per share, reflecting updated assumptions around revenue, profit margins and a slightly lower future P/E multiple following recent price target increases from several banks. Analyst Commentary Recent Street research on Fresnillo points to a mixed stance, with some high profile price target adjustments sitting alongside more cautious views on the shares.Analyseartikel • Jan 16
Fresnillo plc (LON:FRES) Looks Just Right With A 28% Price Jump
Fresnillo plc ( LON:FRES ) shares have continued their recent momentum with a 28% gain in the last month alone. The...
Narratiefupdate • Jan 09
FRES: Elevated Gold Price Forecasts Will Likely Drive Future Multiple Compression
Fresnillo’s updated fair value estimate has moved from £24.12 to £28.64 per share. This reflects analysts’ higher price targets and refreshed assumptions around revenue growth, profit margins and future P/E levels.Narratiefupdate • Dec 23
FRES: Higher Precious Metal Price Hopes Will Likely Overstate Future Earnings Potential
Fresnillo's analyst price target has been lifted sharply, rising from about 950 GBp to a range of 3,000 to 4,300 GBp, as analysts factor in stronger expected revenue growth, higher profit margins and a more constructive long-term precious metals price outlook. Analyst Commentary Recent target price revisions for Fresnillo highlight a wide dispersion in analyst expectations, reflecting divergent views on the sustainability of the company’s earnings recovery and leverage to higher precious metals prices.Analyseartikel • Dec 23
These 4 Measures Indicate That Fresnillo (LON:FRES) Is Using Debt Safely
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Narratiefupdate • Dec 09
FRES: Elevated Gold Price Assumptions Will Likely Expose Downside If Metals Normalize
Our analyst price target for Fresnillo has been raised in line with the Street, which has lifted targets as high as 4,300 GBp per share. This reflects analysts' increasingly optimistic assumptions for revenue growth, margins, and long term precious metal pricing.Analyseartikel • Dec 02
Fresnillo plc (LON:FRES) Looks Just Right With A 27% Price Jump
Despite an already strong run, Fresnillo plc ( LON:FRES ) shares have been powering on, with a gain of 27% in the last...Narratiefupdate • Nov 25
FRES: Higher Gold Price Forecasts Will Drive Moderate Upside Amid Ongoing Market Risks
Fresnillo's analyst price target has increased from £24.10 to £24.24 per share. Analysts cite improving revenue growth, stronger profit margins, and positive sector sentiment as key drivers for the upward revision.Analyseartikel • Nov 20
Here's Why We Think Fresnillo (LON:FRES) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Narratiefupdate • Nov 10
FRES: Increased Gold Price Forecasts Will Influence Share Performance Amid Sector Volatility
Analysts have sharply increased their price target on Fresnillo, with estimates rising from approximately £22.64 to £24.10 per share. They cite stronger revenue growth, higher profit margins, and optimism from higher long-term gold price forecasts.Narratiefupdate • Oct 27
Long-Term Gold Price Strength Will Drive Profitability And Earnings Outlook
Fresnillo's analyst price target has been raised significantly, increasing from £18.36 to £22.64, as analysts anticipate stronger revenue growth and improved profit margins. This change is driven by higher long-term gold price forecasts.Narratiefupdate • Oct 13
Exploration Efforts At Ciénega And San Julian Will Extend Mine Life
The analyst price target for Fresnillo has been raised significantly from £16.26 to £18.36. Analysts cite expectations for improved revenue growth and sector tailwinds that may support higher future valuations.Narratiefupdate • Sep 29
Exploration Efforts At Ciénega And San Julian Will Extend Mine Life
Analysts have raised Fresnillo’s price target to £16.26, driven by bullish views on sustained higher silver prices and improved operating outlook, though some caution that current valuations already reflect lofty silver price assumptions. Analyst Commentary Bullish analysts cite a substantially improved silver price backdrop, raising expectations for Fresnillo's earnings and cash flows.Analyseartikel • Sep 18
Is Fresnillo (LON:FRES) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Narratiefupdate • Sep 14
Exploration Efforts At Ciénega And San Julian Will Extend Mine Life
Fresnillo’s analyst price target has been revised higher to £14.56 amid improved silver market fundamentals and a strengthened production outlook, though some caution that valuation now assumes an optimistic silver price scenario with limited downside protection. Analyst Commentary Bullish analysts cite improved silver market fundamentals and strengthening price outlook as key drivers for raising targets.Narratiefupdate • Aug 30
Exploration Efforts At Ciénega And San Julian Will Extend Mine Life
Fresnillo's consensus analyst price target was raised to £14.18 as analysts anticipate stronger earnings and cash flows on higher silver price forecasts, though concerns remain that the current share price already reflects overly optimistic long-term silver assumptions and presents a less compelling risk-reward, limiting further upside at current valuation. Analyst Commentary Bullish analysts are raising price targets based on a substantially improved silver price outlook and more favorable sector backdrop.Analyseartikel • Aug 28
After Leaping 26% Fresnillo plc (LON:FRES) Shares Are Not Flying Under The Radar
Fresnillo plc ( LON:FRES ) shares have continued their recent momentum with a 26% gain in the last month alone. The...Narratiefupdate • Aug 15
Exploration Efforts At Ciénega And San Julian Will Extend Mine Life
Despite improved silver price outlooks and operational momentum underpinning bullish sentiment, analysts note that current valuation already prices in optimistic assumptions and offers limited upside, resulting in the consensus price target for Fresnillo holding steady at £13.70. Analyst Commentary Bullish analysts cite a substantially improved outlook for silver prices, supporting upward revisions in price targets.Analyseartikel • Aug 06
If EPS Growth Is Important To You, Fresnillo (LON:FRES) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Nieuw narratief • Mar 09
Exploration Efforts At Ciénega And San Julian Will Extend Mine Life
Operational discipline and infrastructure improvements are set to enhance production efficiency, lower costs, and potentially boost future net margins and earnings.Rendement voor aandeelhouders
| FRES | GB Metals and Mining | GB Markt | |
|---|---|---|---|
| 7D | -3.5% | -4.2% | 1.1% |
| 1Y | 100.1% | 76.5% | 18.0% |
Rendement versus industrie: FRES overtrof de UK Metals and Mining industrie, die het afgelopen jaar een rendement 76.5 % opleverde.
Rendement versus markt: FRES overtrof de UK markt, die het afgelopen jaar een rendement opleverde van 18 %.
Prijsvolatiliteit
| FRES volatility | |
|---|---|
| FRES Average Weekly Movement | 8.7% |
| Metals and Mining Industry Average Movement | 8.3% |
| Market Average Movement | 5.5% |
| 10% most volatile stocks in GB Market | 10.9% |
| 10% least volatile stocks in GB Market | 3.0% |
Stabiele aandelenkoers: De aandelenkoers van FRES is de afgelopen 3 maanden volatiel geweest in vergelijking met de UK markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 9% ) van FRES is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen UK.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1887 | 7,177 | Octavio Alvidrez | www.fresnilloplc.com |
Fresnillo plc ontgint, ontwikkelt en produceert non-ferro mineralen in Mexico. Het bedrijf is actief in zeven segmenten: Fresnillo, Saucito, Ciénega, Herradura, Noche Buena, San Julián en Juanicipio. Het bedrijf zoekt voornamelijk naar zilver-, goud-, lood- en zinkconcentraten.
Fresnillo plc Samenvatting
| FRES fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | UK£21.13b |
| Inkomsten(TTM) | UK£1.05b |
| Inkomsten(TTM) | UK£3.46b |
20.2x
Koers/Winstverhouding6.1x
P/S-verhoudingIs FRES overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| FRES resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$4.56b |
| Kosten van inkomsten | US$1.90b |
| Brutowinst | US$2.66b |
| Overige uitgaven | US$1.27b |
| Inkomsten | US$1.38b |
Laatst gerapporteerde inkomsten
Dec 31, 2025
Volgende inkomensdatum
Aug 04, 2026
| Winst per aandeel (EPS) | 1.88 |
| Brutomarge | 58.27% |
| Nettowinstmarge | 30.34% |
| Schuld/Eigen Vermogen Verhouding | 16.6% |
Hoe presteerde FRES op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
3.4%
Huidig dividendrendement69%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/26 19:22 |
| Aandelenkoers aan het einde van de dag | 2026/06/26 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Fresnillo plc wordt gevolgd door 27 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| David Simon Butler | Barclays |
| Amos Fletcher | Barclays |
| Richard Hatch | Berenberg |