SFR logo

Sandfire Resources Limited Stock Price

ASX:SFR Community·AU$7.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 46 Fair Values set on narratives written by author

SFR Share Price Performance

AU$0
-9.89 (-100.00%)
AU$18.81
Fair Value
AU$0
-9.89 (-100.00%)
Price AU$0

SFR Community Narratives

·
Fair Value AU$18.81 10.8% undervalued intrinsic discount

SFR: Rising Discount Rate May Pressure Price Performance

1users have liked this narrative
0users have commented on this narrative
23users have followed this narrative
·
Fair Value AU$11.45 46.6% overvalued intrinsic discount

Copper Production Challenges And Rising Project Complexity Will Limit Upside Over The Coming Years

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
·
Fair Value AU$17.3 3.0% undervalued intrinsic discount

Rising Global Copper Demand Will Drive Long-Term Upside Amid Major New Project Progress

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AU$18.81
10.8% undervalued intrinsic discount
Revenue
10.2% p.a.
Profit Margin
27%
Future PE
17.17x
Price in 2029
AU$23.83
AU$11.45
46.6% overvalued intrinsic discount
Revenue
5.93% p.a.
Profit Margin
20.69%
Future PE
14.97x
Price in 2028
AU$14.34
AU$17.3
3.0% undervalued intrinsic discount
Revenue
16% p.a.
Profit Margin
0.25%
Future PE
13.89x
Price in 2028
AU$0.21

Trending Discussion

Updated Narratives

SFR logo

SFR: Free Cash Flow And Commodity Assumptions Will Guide Fair Outcome

Fair Value: AU$18.81 10.8% undervalued intrinsic discount
23 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SFR logo

Copper Production Challenges And Rising Project Complexity Will Limit Upside Over The Coming Years

Fair Value: AU$11.45 46.6% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SFR logo

Rising Global Copper Demand Will Drive Long-Term Upside Amid Major New Project Progress

Fair Value: AU$17.3 3.0% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Reasonable growth potential with adequate balance sheet.

0 Risks
2 Rewards

Sandfire Resources Limited Key Details

US$1.3b

Revenue

US$480.6m

Cost of Revenue

US$808.1m

Gross Profit

US$669.3m

Other Expenses

US$138.8m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 23, 2026
0.29
62.71%
10.77%
6.3%
View Full Analysis

About SFR

Founded
2003
Employees
1355
CEO
Brendan Harris
WebsiteView website
www.sandfire.com.au

Sandfire Resources Limited, a mining company, explores for, evaluates, and develops mineral tenements and projects. It primarily explores for copper, gold, silver, lead, and zinc deposits. The company was incorporated in 2003 and is based in West Perth, Australia.

Recent SFR News & Updates

SFR: Free Cash Flow And Commodity Assumptions Will Guide Fair Outcome

Analysts have trimmed their fair value estimate for Sandfire Resources by A$0.17 to A$18.81, reflecting updated assumptions on discount rates, revenue growth, margins and future P/E, following recent research that includes higher Street price targets in the A$18 to A$21 range and continued focus on free cash flow and revised commodity price decks. Analyst Commentary Bullish Takeaways Bullish analysts point to strong free cash flow as a key support for the current valuation, arguing that consistent cash generation offers flexibility for funding projects or strengthening the balance sheet.

SFR: Free Cash Flow Strength And 2026 Guidance Will Shape Fair Outcome

Analysts have trimmed the blended fair value estimate for Sandfire Resources by about A$0.10 to A$18.98. Recent Street research price target moves to A$18 and A$21 highlight a mix of updated commodity assumptions and views on cash flow strength.

SFR: Free Cash Flow And 2026 Guidance Will Support Future Repricing

Analysts have lifted the fair value estimate for Sandfire Resources slightly to A$19.08 from A$18.99, citing updated commodity price assumptions and recent price target moves around A$18 to A$21, which are supported by free cash flow and valuation views. Analyst Commentary Recent research updates offer a mixed but constructive view on Sandfire Resources, with most commentary focused on refreshed commodity price assumptions, free cash flow support and where the shares sit relative to updated price targets.

Recent updates

No updates