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Agnico Eagle Mines Limited (AEM) 株式分析

素材

Agnico Eagle Mines Limited

$180.57

+$4.66 (+2.65%)

最終更新日: 2026年5月26日

株価推移

最新ニュース

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分析

企業概要

Agnico Eagle Mines Limited is a prominent entity within the basic materials sector, specifically operating in the gold industry through the exploration, development, and production of precious metals. The company's operational scope extends across multiple jurisdictions including Canada, Australia, Finland, and Mexico, where it focuses on extracting gold, silver, copper, and zinc from its diverse mine portfolio. As a large-cap entity, Agnico Eagle Mines Limited commands a substantial market capitalization of 1090.6 億ドル (109.06B), supported by trailing twelve-month revenues of 119.1 億ドル (11.91B). Although specific employee count data is not publicly disclosed in the current dataset, the scale of its operations is evidenced by its significant financial footprint and global asset base. These valuation metrics, particularly the 1090.6 億ドル market cap and 119.1 億ドル annual revenue, indicate that the company holds a dominant position in the precious metals market, reflecting its ability to generate substantial economic value and maintain a robust operational scale within the global mining landscape.

財務健全性

The company reported revenues of 119.1 億ドル (11.91B) and net income of 44.6 億ドル (4.46B) over the trailing twelve months, with an EBITDA of 82.0 億ドル (8.20B). The significant gap between total revenue and net income reveals a highly efficient cost structure where operating expenses, including depletion, stripping, and corporate overhead, consume approximately 62.5% of revenue before arriving at the bottom line. Free cash flow stands at 41.4 億ドル (4.14B), which provides the company with extensive financial flexibility to fund capital expenditures, reduce debt obligations, or pursue strategic acquisitions without relying on external financing. Profitability is underscored by a gross margin of 71.9%, an operating margin of 64.7%, and a profit margin of 37.5%, indicating that the company retains the majority of its revenue as profit after accounting for the high costs typical of extraction industries. Liquidity and solvency are assessed by comparing total cash of 28.7 億ドル (2.87B) against total debt of 3.21 億ドル (321.47M), while the debt-to-equity ratio stands at 1.30. The balance sheet appears conservatively managed given that cash reserves significantly exceed total debt obligations, mitigating refinancing risk. Additionally, a current ratio of 2.02 suggests strong short-term liquidity, as the company holds more than twice the assets needed to cover its short-term liabilities. Return on equity is measured at 19.6% and return on assets at 13.2%, metrics that reveal management's effectiveness in generating returns from shareholders' capital and the total asset base respectively.

バリュエーション評価

Valuation multiples show a trailing P/E ratio of 24.46 and a forward P/E of 15.73, implying that the market expects earnings to grow significantly in the coming year to justify the lower forward multiple. The price-to-book ratio is 4.37, indicating that the market prices the company at a substantial premium over its net asset value, likely reflecting the scarcity and quality of its mineral reserves. Alternative valuation metrics include a price-to-sales ratio of 9.16 and an EV/EBITDA of 12.89, suggesting the company trades at a premium relative to its sales and cash flow generation capabilities compared to industry peers. The stock has traded between a 52-week low of 99.03 and a 52-week high of 255.24, meaning the current price sits dynamically within this historical range, reflecting recent market volatility and sentiment shifts. The beta value of 0.70 indicates that the stock's price volatility is lower than the broader market, suggesting it may offer a more stable return profile relative to the overall equity market index.

Growth & Income

Revenue growth year-over-year reached 60.3%, while earnings growth accelerated to 200.2%, demonstrating that earnings are expanding at a rate significantly faster than revenue, which implies improved operational leverage and margin expansion. The company pays a dividend with a yield of 0.8% and maintains a payout ratio of 18.1%, a conservative level that suggests dividends are highly sustainable given the robust earnings growth and high free cash flow generation. Given the high payout ratio relative to the yield, the company appears to balance shareholder returns with significant reinvestment of earnings into its exploration and development activities. Overall, the growth and income profile presents a scenario of accelerating profitability supported by a disciplined approach to capital allocation and a modest but consistent commitment to returning cash to shareholders.

同業他社比較

Agnico Eagle Mines Limited (AEM) は金業界で事業を展開しています。時価総額による最も近い同業他社との比較は以下の通りです:

企業名 ティッカー 時価総額 PER
Agnico Eagle Mines Limited AEM $90.29B 17.0
Newmont Corporation NEM $114.91B 14.0
Barrick Mining Corporation ABX.TO $97.28B 11.6
Wheaton Precious Metals Corp. WPM.TO $81.81B 33.0

金業界の平均PERは21.2倍です。Agnico Eagle Mines LimitedのPERは17.0です。

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Agnico Eagle Mines Limitedについて

Agnico Eagle Mines Limited, a gold mining company, engages in the exploration, development, and production of precious metals. It explores for gold, silver, copper, and zinc. The company's mines are located in Canada, Australia, Finland, and Mexico; and with exploration and development activities in Canada, Australia, Europe, Latin America, and the United States. Agnico Eagle Mines Limited was incorporated in 1953 and is headquartered in Toronto, Canada.

企業説明は英語で表示されています。

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主要指標

時価総額
$90.29B
PER
17.00
52週高値
$255.24
52週安値
$114.60
平均出来高
2.52M
ベータ
0.57
配当利回り
1.00%

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企業情報

業種
取引所
NYSE
Canada