Franco-Nevada Corporation

NYSE:FNV Voorraadrapport

Marktkapitalisatie: US$43.1b

Franco-Nevada Beheer

Beheer criteriumcontroles 4/4

Momenteel beschikken wij niet over voldoende informatie over de CEO.

Belangrijke informatie

Paul Brink

Algemeen directeur

US$4.2m

Totale compensatie

Percentage CEO-salaris17.11%
Dienstverband CEO8yrs
Eigendom CEO0.1%
Management gemiddelde ambtstermijn4.8yrs
Gemiddelde ambtstermijn bestuur6yrs

Recente managementupdates

Recent updates

Seeking Alpha • May 13

Franco-Nevada: Missing Out On Gold Upside, But Also Volatility

Summary Franco-Nevada (FNV) remains a fundamentally strong, asset-light gold royalty business with no debt and high margins, but valuation is currently unattractive. Despite gold’s surge and FNV’s 90%+ EBITDA margins, the stock underperformed physical gold and broader indices due to high P/E and investor preference for higher-beta miners. FNV’s diversified exposure, including oil and gas, and its premium multiple limit upside; annualized RoR since 2020 is under 8%. I rate FNV a 'HOLD' with an attractive entry point near $130/share, emphasizing valuation discipline over macro gold trends. Read the full article on Seeking Alpha
Seeking Alpha • Apr 16

Franco-Nevada: Optionality Today, Windfalls Tomorrow

Summary Franco-Nevada's diversified portfolio of high-quality assets makes it an attractive long-term holding, in my view. Despite recent setbacks, such as the Cobre Panama mine closure, Franco-Nevada's management remains optimistic about future growth and asset optionality. Franco-Nevada's valuation warrants a premium to peers, in my opinion, but I recommend waiting for a better entry point to initiate a position in this high-quality business. Read the full article on Seeking Alpha
Seeking Alpha • Mar 28

Franco-Nevada: Disappointed At Last After 3 Years Of Holding

Summary I rate Franco-Nevada Corporation as a sell due to underperformance compared to the broader market and gold futures. My proprietary rating system scored FNV at 60/100%, mainly due to weak growth indicators. FNV's management shows inefficiency with low ROIC and stagnant EPS growth, despite having substantial cash reserves and a high net margin. The potential decline in gold prices and FNV's overvaluation at $157 per share, 22% above my fair value estimate, further justifies my sell rating. Read the full article on Seeking Alpha
Seeking Alpha • Feb 19

Franco-Nevada: The Cobre Panama Uncertainty (Rating Downgrade)

Summary Franco-Nevada's investment in Cobre Panama, a major revenue source, faces uncertainty due to legal issues, impacting stock performance despite rising gold prices. The company's business model involves funding mine operators in exchange for royalties or streaming deals, offering a low-risk, high-return investment. Despite setbacks, Franco-Nevada's lack of leverage and diversified portfolio ensure resilience, continuing investments, and dividend increases. Potential solution for Cobre Panama - expected to be addressed in fist half of 2025 - presents important upside as peers have increased 30-50% following gold price rally. Read the full article on Seeking Alpha
Seeking Alpha • Dec 30

TOP 5 Mining Stocks To Watch In 2025: No.5 - Franco-Nevada

Summary Franco-Nevada underperformed its peers heavily over the last 14 months, due to the Cobre Panama mine suspension. The restart of the mine should boost its share price by at least 25-30. The recent deals should add immediate cash flows, moreover, Franco-Nevada has over $1.8 billion left for further acquisitions. There are very good longer-term growth prospects. If everything goes well, Franco-Nevada may reach attributable production of nearly 800,000 toz by 2028. Read the full article on Seeking Alpha
Seeking Alpha • Dec 09

Franco-Nevada: Five Reasons We Bought A Gold Position With A Yield

Summary Franco Nevada is the class act that every investor should have on their watch list. Their ability to identify and buy royalty assets at the right time is unmatched. We have concerns about the Gold price today. But we still had five good reasons to buy Franco Nevada. Read the full article on Seeking Alpha
Seeking Alpha • Sep 26

Franco-Nevada: Punished Too Much

Summary Franco-Nevada Corporation (FNV) is a leading gold royalty/streaming company with a proven track record that is being punished for short-term headwinds. The closure of the Cobre Panama mine has significantly impacted FNV's performance, but it will likely restart in the future, potentially with higher metals prices. FNV's diversified portfolio, including exposure to oil, gas, and platinum group metals, positions it well for future recovery and growth as market conditions stabilize. With FNV trading at a historical discount and potential upside from Cobre Panama's restart, the stock offers a compelling investment opportunity with moderate growth and high safety. Read the full article on Seeking Alpha
Seeking Alpha • Aug 11

Franco-Nevada: Not Much Upside Going Into 2Q Of 2024

Summary The author recommends a price target of $130/share for the Canadian ticker and advises consulting a finance professional before investing. Franco-Nevada remains the author's preferred gold investment, but the current valuation is too high. The company has strong fundamentals, no debt, and ample cash, making it an attractive investment at the right price. Read the full article on Seeking Alpha
Seeking Alpha • Jun 11

Franco-Nevada: Why I Disagree With Wall Street

Summary Franco-Nevada Corporation stock is highly rated by Wall Street analysts with a buy rating. Gold prices have risen, but Franco-Nevada stock has not performed well compared to gold prices or gold miners as a group. The company's unique business model shields it from rising operating expenses. But the model also creates its own risks, with the ongoing situation surrounding its partner First Quantum Minerals as a notable example. Read the full article on Seeking Alpha
Seeking Alpha • Mar 24

Franco-Nevada: Forget Volatile Miners - This Is How To Win With Gold

Summary Gold prices are reaching new highs, driven by demand from China and global geopolitical risks. Franco-Nevada Corporation offers a unique business model as a gold streaming and royalty company, providing stable income and insulation from operating costs. FNV has a diversified portfolio of assets, a debt-free balance sheet, and a consistent dividend track record, making it an attractive investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Feb 28

Franco-Nevada: Now Priced To Buy? (Rating Upgrade)

Summary Franco-Nevada Corporation's stock valuation has declined by 24% since January 2023, making it a more attractive investment opportunity. The company's largest investment, the Cobre Panama project, is facing legal and operational challenges, but the mine's importance to Panama's economy suggests a potential resolution. Franco-Nevada's current valuation metrics, including its P/E ratio and EV/EBITDA ratio, make it an attractive investment compared to its peers in the royalty company sector. Read the full article on Seeking Alpha
Seeking Alpha • Jan 02

Franco-Nevada: Crisis Begets Opportunity

Summary Franco-Nevada has lost about one-quarter of its M&I royalty ounces following the closure of its Cobre Panama mine. The current share price is pricing in a total loss of the asset. The expected recovery value is non-zero. Investors are getting the rare opportunity of buying arguably the best gold company in the world at a good price, plus a free option on the resolution of Cobre Panama's situation, just as gold appears ready to rally. Read the full article on Seeking Alpha
Seeking Alpha • Nov 20

Franco-Nevada: Valuation Starting To Improve

Summary Franco-Nevada had a softer Q3 with higher production at Cobre Panama, Tasiast and Antapaccay offset by a much weaker quarter for its diversified segment. Unfortunately, the Q4 outlook isn't much better with oil and natural gas trending lower and added uncertainty at its largest contributor, Cobre Panama. In this update, we'll dig into FNV's Q3 results, whether the Cobre Panama uncertainty is priced in, and where the stock's updated low-risk buy zone lies. Read the full article on Seeking Alpha
Seeking Alpha • Sep 21

Franco-Nevada: Dividends Look Anemic Considering Cash And Solid Free Cash Flow

Summary Franco-Nevada Corporation released its Q2 2023 results, with adjusted earnings of $0.95 per share and $329.9 million in revenue. The company saw a decline in revenue due to lower commodity prices for its energy assets, offset by higher revenues from precious metal assets. Franco-Nevada has a solid balance sheet with no debt and a cash position of $1,295.1 million, but the company's dividend is too low. I recommend buying FNV stock between $142 and $140 with potential lower support at $138. Read the full article on Seeking Alpha
Seeking Alpha • Aug 14

Franco-Nevada Corporation: A Softer Q2 Due To Lapping Tough Comps

Summary Franco-Nevada Gold's Q2 results were softer than some might have hoped with lower revenue and GEO sales, suggesting a likely miss on its FY2023 guidance midpoint. The main culprit for the softness was Franco-Nevada's energy segment, which saw a major decline in revenue due to weaker energy prices despite the one-time benefit of catch-up payments. In this update, we'll look at whether the stock offering enough margin of safety given relatively low growth rates, and how it's positioned after lapping tough Q2 2022 comps. Read the full article on Seeking Alpha
Seeking Alpha • Jun 07

Franco-Nevada: A Commodity Weighted Portfolio Of These Smaller Royalty Companies Is 50% Cheaper

Summary Franco-Nevada trades at around a medium-term 2.8% earnings yield which is expensive compared to other precious metal royalty companies. This is especially true, given that its energy and iron ore assets accounted for around a third of its earnings in 2022. A portfolio of Osisko Gold Royalties, Labrador Iron Ore Royalty Corporation, and Freehold Royalties trades at around twice the earnings yield. The companies in this portfolio all own long-life assets of at least equivalent quality to Franco-Nevada’s assets. Therefore, it makes more sense to own a commodity-weighted portfolio of these companies as it sells at a 50% discount to Franco-Nevada. Read the full article on Seeking Alpha

Analyse CEO-vergoeding

Hoe is Paul Brink's beloning veranderd ten opzichte van Franco-Nevada's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$4mUS$710k

US$1b

Sep 30 2025n/an/a

US$920m

Jun 30 2025n/an/a

US$785m

Mar 31 2025n/an/a

US$617m

Dec 31 2024US$3mUS$647k

US$552m

Sep 30 2024n/an/a

-US$606m

Jun 30 2024n/an/a

-US$583m

Mar 31 2024n/an/a

-US$478m

Dec 31 2023US$3mUS$679k

-US$466m

Sep 30 2023n/an/a

US$681m

Jun 30 2023n/an/a

US$663m

Mar 31 2023n/an/a

US$675m

Dec 31 2022US$4mUS$665k

US$701m

Sep 30 2022n/an/a

US$757m

Jun 30 2022n/an/a

US$765m

Mar 31 2022n/an/a

US$744m

Dec 31 2021US$4mUS$565k

US$734m

Sep 30 2021n/an/a

US$690m

Jun 30 2021n/an/a

US$677m

Mar 31 2021n/an/a

US$597m

Dec 31 2020US$3mUS$530k

US$326m

Sep 30 2020n/an/a

US$263m

Jun 30 2020n/an/a

US$211m

Mar 31 2020n/an/a

US$180m

Dec 31 2019US$3mUS$481k

US$344m

Compensatie versus markt: De totale vergoeding ($USD 4.15M ) Paul } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.79M ).

Compensatie versus inkomsten: De vergoeding van Paul is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.

CEO

Paul Brink (57 yo)

8yrs
Tenure
US$4,152,598
Compensatie

Mr. Paul Brink serves as Chief Executive Officer and Director of Franco-Nevada Corporation since May 6, 2020 and its President since May 2018. Mr. Brink served as Chief Operating Officer of Franco-Nevada C...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Paul Brink
President8yrsUS$4.15m0.13%
$ 57.6m
Sandip Rana
Chief Financial Officer16.1yrsUS$2.32m0.032%
$ 13.7m
Eaun Gray
Chief Investment Officer1.2yrsUS$2.08m0.0055%
$ 2.4m
Lloyd Hong
Chief Legal Officer & Corporate Secretary5.3yrsUS$2.05m0.0093%
$ 4.0m
John Blanchette
President of International4.8yrsUS$544.92k0.0018%
$ 789.1k
Pierre Lassonde
Co-Founder & Chair Emeritusno dataUS$109.10kgeen gegevens
Bonavie Tek
Vice President of Finance & Investor Relationsno datageen gegevens0%
$ 0
Kevin McElligott
Managing Director of Australiano datageen gegevens0%
$ 0
Christopher Bell
Vice President of Geology4.8yrsgeen gegevens0%
$ 0
Traci Schweikert
Chief Talent Officerno datageen gegevensgeen gegevens
Candida Hayden
IR Contactno datageen gegevensgeen gegevens
Nalinie Mahon
Vice President of Finance & Operations at International4.8yrsgeen gegevens0%
$ 0
4.8yrs
Gemiddelde duur
52yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van FNV wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.8 jaar).

Bestuursleden

NaamPositieTenureCompensatieEigendom
Paul Brink
President6yrsUS$4.15m0.13%
$ 57.6m
Pierre Lassonde
Co-Founder & Chair Emeritus6yrsUS$109.10kgeen gegevens
David Harquail
Chair Emeritusno dataUS$292.58k0.40%
$ 172.4m
Derek Evans
Independent Director17.8yrsUS$287.44k0.0078%
$ 3.4m
Hugo Dryland
Independent Director2yrsUS$223.42k0.00042%
$ 181.1k
Thomas Albanese
Independent Non-Executive Chairman of the Board12.8yrsUS$273.61k0.025%
$ 10.6m
Maureen Jensen
Independent Director6yrsUS$240.88kgeen gegevens
Jacques Perron
Independent Director3.5yrsUS$228.16k0.00052%
$ 224.2k
Catharine E. Farrow
Independent Director11yrsUS$246.04k0.00016%
$ 69.0k
Jennifer Maki
Independent Director7yrsUS$248.03k0.000050%
$ 21.6k
Daniel Malchuk
Independent Director1.3yrsUS$217.30kgeen gegevens
6.0yrs
Gemiddelde duur
68yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van FNV wordt beschouwd als ervaren (gemiddelde ambtstermijn 6 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 01:56
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 je 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

Franco-Nevada Corporation wordt gevolgd door 31 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.

AnalistInstelling
Harriet LiAccountability Research Corporation
Farooq HamedBarclays
Matthew MurphyBMO Capital Markets Equity Research