Loading...
DSY logo

Discovery LimitedJSE:DSY Voorraadrapport

Marktkapitalisatie R174.2b
Prijs aandeel
n/a
1Y22.7%
7D0.07%
1D-0.1%
Portefeuillewaarde
​
Bekijk

Discovery Limited

JSE:DSY Voorraadrapport

Marktkapitalisatie: R174.2b

Discovery (DSY) Aandelenoverzicht

Discovery Limited biedt verschillende verzekeringsproducten en -diensten aan, voornamelijk in Zuid-Afrika en het Verenigd Koninkrijk. Meer informatie

Beloningen

De winst zal naar verwachting met 12.76% per jaar groeien

De winst groeide het afgelopen jaar met 24.3%

Risicoanalyse

Aanzienlijke insider-verkoop in de afgelopen 3 maanden


DSY Community Fair Values

Create Narrative

See what 39 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

View all narratives

Discovery Limited Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Discovery
Historische aandelenkoersen
Huidige aandelenkoersR258.95
52 Week HoogtepuntR291.17
52 Week LaagR187.01
Bèta0.58
1 maand verandering1.86%
3 maanden verandering-1.96%
1 Jaar Verandering22.73%
3 jaar verandering77.07%
5 jaar verandering100.44%
Verandering sinds IPO3,177.88%

Recent nieuws en updates

Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...

Recent updates

Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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).
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Nieuw narratief • 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?
Analyse-artikel • 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...
Analyse-artikel • 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...
Analyse-artikel • 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...
Narratiefupdate • 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).
Narratiefupdate • 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.
Narratiefupdate • 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).
Analyse-artikel • 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
Nieuw narratief • 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.

Rendement voor aandeelhouders

DSYZA InsuranceZA Markt
7D0.07%0.7%-0.8%
1Y22.7%8.3%11.0%

Rendement versus industrie: DSY overtrof de ZA Insurance industrie, die het afgelopen jaar een rendement 8.3 % opleverde.

Rendement versus markt: DSY overtrof de ZA markt, die het afgelopen jaar een rendement opleverde van 11 %.

Prijsvolatiliteit

Is DSY's price volatile compared to industry and market?
DSY volatility
DSY Average Weekly Movement2.8%
Insurance Industry Average Movement2.8%
Market Average Movement4.8%
10% most volatile stocks in ZA Market10.4%
10% least volatile stocks in ZA Market2.7%

Stabiele aandelenkoers: DSY heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de ZA markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 3% ) van DSY is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
1992n/aAdrian Gorewww.discovery.co.za

Discovery Limited biedt diverse verzekeringsproducten en -diensten aan, hoofdzakelijk in Zuid-Afrika en het Verenigd Koninkrijk. Het is actief via de segmenten SA Health, SA Life, SA Invest, SA Insure, SA Bank, UK Health, UK Life en All Other. Het bedrijf biedt producten aan op het gebied van ziektekosten-, levens-, auto-, reis-, zaken- en opstalverzekeringen; motorrijtuigen-, opstal-, inboedel- en draagbare bezittingenverzekeringen; particuliere ziektekostenverzekeringen; en commerciële kortlopende risicoverzekeringen.

Discovery Limited Samenvatting

Hoe verhouden de winst en inkomsten van Discovery zich tot de beurswaarde?
DSY fundamentele statistieken
MarktkapitalisatieR174.17b
Inkomsten(TTM)R10.59b
Inkomsten(TTM)R91.07b
16.4x
Koers/Winstverhouding
1.9x
P/S-verhouding

Is DSY overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
DSY resultatenrekening (TTM)
InkomstenR91.07b
Kosten van inkomstenR51.07b
BrutowinstR40.00b
Overige uitgavenR29.40b
InkomstenR10.59b

Laatst gerapporteerde inkomsten

Dec 31, 2025

Volgende inkomensdatum

Sep 03, 2026

Winst per aandeel (EPS)15.75
Brutomarge43.92%
Nettowinstmarge11.63%
Schuld/Eigen Vermogen Verhouding21.7%

Hoe presteerde DSY op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

1.1%
Huidig dividendrendement
20%
Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/08/18 13:25
Aandelenkoers aan het einde van de dag2026/08/17 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/06/30

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 analysamodel 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

Discovery Limited wordt gevolgd door 13 analisten. 6 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
Adrienne DamantAvior Capital Markets
Robert RiceBarclays
Linda Sun-MattisonBernstein