Obermatt

Fresnillo

LSE:FRES · GB00B2QPKJ12
Metals & MiningX-Large

360

91
EV / EBIT80
Price / Owner Earnings37
Owner Earnings Yield82
Dividend Yield69
Price/Sales8
EV / Gross Profit46
Price/Book6
Return on Capital91
Cash Return on Capital96
Return on Equity93
EBIT Margin83
Gross Profitability90
Cash Conversion57
Accruals100
Owner Earnings Margin90
Sales growth65
Profit Growth84
Long-Term EPS Growth4
Owner Earnings Growth77
Reinvestment88
Price momentum91
Debt load71
Refinancing41
Debt Payback100
Liquidity81
Analyst ratings19
Opinion Changes50
Price Target Upside67
Market mood37
Value Creation20/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Fresnillo generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryMexico
IndustryMetals & Mining
SizeX-Large
TypePublic Company
ExchangeLSE
Founded2007
Employees844
ISINGB00B2QPKJ12
Last UpdateApr 2, 2026

Description

Fresnillo plc mines, develops, and produces non-ferrous minerals. The company explores for silver, gold, lead, and zinc concentrates. The company is a subsidiary of Industrias Peñoles, S.A.B. de C.V. Business Segments The company operates several m…

Analysis

Quality compounder

Fresnillo plc is a quality compounder: a well-run business trading at a price that reflects what it is worth.

The price is fair. You pay 18.5× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 5% yearly growth; analysts expect -3%. The gap between price and consensus is worth watching: demanding expectations.

The trajectory is moderate and the balance sheet is sturdy. The company scores 20/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
88
2026

All-time high

88

Mar 2026

All-time low

88

Mar 2026

Average rank

88

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
8
Price/Earnings
25
Price/Book
6
Dividend Yield
69
Value (overall)
21

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →