Discovery Toekomstige groei
Future criteriumcontroles 1/6
Discovery zal naar verwachting groeien in winst en omzet met respectievelijk 14.7% en 1.7% per jaar. De winst per aandeel zal naar verwachting groeien met 12.6% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 16.9% zijn.
Belangrijke informatie
14.7%
Groei van de winst
12.61%
Groei van de winst per aandeel
| Insurance winstgroei | 12.1% |
| Inkomstengroei | 1.7% |
| Toekomstig rendement op eigen vermogen | 16.87% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 23 Apr 2026 |
Recente toekomstige groei-updates
Recent updates
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.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.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...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.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).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.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.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.
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?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...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...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...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).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.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).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...Getting In Cheap On Discovery Limited (JSE:DSY) Is Unlikely
JSE:DSY 1 Year Share Price vs Fair Value Explore Discovery's Fair Values from the Community and select yours When close...If EPS Growth Is Important To You, Discovery (JSE:DSY) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
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.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 6/30/2028 | 93,010 | 15,627 | N/A | N/A | 1 |
| 6/30/2027 | 89,030 | 13,464 | N/A | N/A | 1 |
| 6/30/2026 | 85,220 | 12,064 | N/A | N/A | 1 |
| 12/31/2025 | 91,067 | 10,594 | 5,225 | 7,086 | N/A |
| 9/30/2025 | 89,439 | 9,955 | 5,958 | 7,877 | N/A |
| 6/30/2025 | 87,811 | 9,315 | 6,691 | 8,667 | N/A |
| 3/31/2025 | 84,917 | 8,998 | 5,520 | 7,584 | N/A |
| 12/31/2024 | 82,240 | 8,520 | 4,348 | 6,500 | N/A |
| 9/30/2024 | 80,811 | 7,920 | 2,439 | 4,617 | N/A |
| 6/30/2024 | 79,382 | 7,320 | 530 | 2,733 | N/A |
| 3/31/2024 | 77,040 | 6,844 | 486 | 2,785 | N/A |
| 12/31/2023 | 74,698 | 6,367 | 441 | 2,837 | N/A |
| 9/30/2023 | 72,733 | 6,376 | 1,176 | 3,529 | N/A |
| 6/30/2023 | 70,768 | 6,384 | 1,910 | 4,221 | N/A |
| 3/31/2023 | 62,944 | 5,868 | 1,275 | 3,398 | N/A |
| 12/31/2022 | 55,119 | 5,352 | 639 | 2,575 | N/A |
| 9/30/2022 | 61,530 | 5,387 | 1,198 | 3,086 | N/A |
| 6/30/2022 | 67,940 | 5,422 | 1,757 | 3,597 | N/A |
| 3/31/2022 | 76,105 | 5,008 | 2,958 | 4,789 | N/A |
| 12/31/2021 | 83,800 | 4,593 | 4,158 | 5,980 | N/A |
| 9/30/2021 | 80,966 | 3,875 | 6,351 | 8,194 | N/A |
| 6/30/2021 | 78,131 | 3,157 | 8,543 | 10,407 | N/A |
| 3/31/2021 | 74,331 | 1,529 | 10,574 | 12,506 | N/A |
| 12/31/2020 | 70,531 | -99 | 12,604 | 14,604 | N/A |
| 9/30/2020 | 67,565 | -1 | 9,327 | 11,335 | N/A |
| 6/30/2020 | 64,598 | 97 | 6,049 | 8,065 | N/A |
| 3/31/2020 | 65,221 | 3,191 | N/A | N/A | N/A |
| 12/31/2019 | 65,844 | 6,284 | 1,499 | 3,640 | N/A |
| 9/30/2019 | 62,351 | 6,409 | N/A | 2,689 | N/A |
| 6/30/2019 | 58,858 | 6,533 | N/A | 1,738 | N/A |
| 3/31/2019 | 54,296 | 5,908 | N/A | N/A | N/A |
| 12/31/2018 | 49,733 | 5,282 | N/A | -151 | N/A |
| 9/30/2018 | 51,267 | 5,467 | N/A | 1,632 | N/A |
| 6/30/2018 | 52,800 | 5,652 | N/A | 3,414 | N/A |
| 3/31/2018 | 52,087 | 5,346 | N/A | 3,229 | N/A |
| 12/31/2017 | 51,373 | 5,039 | N/A | 3,044 | N/A |
| 9/30/2017 | 48,291 | 4,725 | N/A | 1,106 | N/A |
| 6/30/2017 | 45,209 | 4,411 | N/A | -832 | N/A |
| 3/31/2017 | 44,615 | 4,161 | N/A | -1,257 | N/A |
| 12/31/2016 | 44,021 | 3,910 | N/A | -1,682 | N/A |
| 9/30/2016 | 43,872 | 3,783 | N/A | -348 | N/A |
| 6/30/2016 | 43,723 | 3,655 | N/A | 985 | N/A |
| 3/31/2016 | 42,479 | 3,707 | N/A | 935 | N/A |
| 12/31/2015 | 41,235 | 3,758 | N/A | 885 | N/A |
| 9/30/2015 | 40,276 | 4,619 | N/A | 2,150 | N/A |
| 6/30/2015 | 39,316 | 5,480 | N/A | 3,415 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei DSY ( 14.7% per jaar) ligt boven de spaarquote ( 9.8% ).
Winst versus markt: De winst van DSY ( 14.7% per jaar) zal naar verwachting langzamer groeien dan de markt ZA ( 15.8% per jaar).
Hoge groeiwinsten: De winst van DSY zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van DSY ( 1.7% per jaar) zal naar verwachting langzamer groeien dan de markt ZA ( 6.9% per jaar).
Hoge groei-inkomsten: De omzet van DSY ( 1.7% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen DSY zal naar verwachting over 3 jaar laag zijn ( 16.9 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/27 07:01 |
| Aandelenkoers aan het einde van de dag | 2026/05/26 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/06/30 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* 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
Discovery Limited wordt gevolgd door 16 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.
| Analist | Instelling |
|---|---|
| Adrienne Damant | Avior Capital Markets |
| Robert Rice | Barclays |
| Linda Sun-Mattison | Bernstein |