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As you might know, 5N Plus Inc. (TSE:VNP) just kicked off its latest quarterly results with some very strong numbers. The company beat forecasts, with revenue of US$79m, some 9.7% above estimates, and statutory earnings per share (EPS) coming in at US$0.07, 40% ahead of expectations. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
View our latest analysis for 5N Plus
Following the latest results, 5N Plus' four analysts are now forecasting revenues of US$318.3m in 2025. This would be a solid 12% improvement in revenue compared to the last 12 months. Per-share earnings are expected to shoot up 62% to US$0.29. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$313.5m and earnings per share (EPS) of US$0.26 in 2025. Although the revenue estimates have not really changed, we can see there's been a solid gain to earnings per share expectations, suggesting that the analysts have become more bullish after the latest result.
The analysts have been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 6.0% to CA$9.05. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on 5N Plus, with the most bullish analyst valuing it at CA$9.81 and the most bearish at CA$8.53 per share. This is a very narrow spread of estimates, implying either that 5N Plus is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. We can infer from the latest estimates that forecasts expect a continuation of 5N Plus'historical trends, as the 9.7% annualised revenue growth to the end of 2025 is roughly in line with the 8.9% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 3.8% per year. So although 5N Plus is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.