FORTUNA MINING CORP (FSM) Stock Fundamental Analysis
USA - NYSE:FSM - CA3499421020 - Common Stock
7.905 USD
+0 (+0.06%)
FSM gets a fundamental rating of 7 out of 10. The analysis compared the fundamentals against 156 industry peers in the Metals & Mining industry. FSM has outstanding health and profitabily ratings, belonging to the best of the industry. This is a solid base for any company. An interesting combination arises when we look at growth and value: FSM is growing strongly while it also seems undervalued. With these ratings, FSM could be worth investigating further for value and growth and quality investing!.
1. Profitability
1.1 Basic Checks
FSM had positive earnings in the past year.
In the past year FSM had a positive cash flow from operations.
The reported net income has been mixed in the past 5 years: FSM reported negative net income in multiple years.
Each year in the past 5 years FSM had a positive operating cash flow.
1.2 Ratios
Looking at the Return On Assets, with a value of 7.37%, FSM belongs to the top of the industry, outperforming 83.97% of the companies in the same industry.
The Return On Equity of FSM (10.55%) is better than 80.77% of its industry peers.
The Return On Invested Capital of FSM (11.15%) is better than 87.18% of its industry peers.
The Average Return On Invested Capital over the past 3 years for FSM is significantly below the industry average of 12.92%.
The last Return On Invested Capital (11.15%) for FSM is above the 3 year average (5.85%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 7.37% | ||
| ROE | 10.55% | ||
| ROIC | 11.15% |
ROA(3y)-1.11%
ROA(5y)0.32%
ROE(3y)-1.74%
ROE(5y)0.39%
ROIC(3y)5.85%
ROIC(5y)5.63%
1.3 Margins
FSM has a Profit Margin of 14.36%. This is amongst the best in the industry. FSM outperforms 80.77% of its industry peers.
FSM's Profit Margin has improved in the last couple of years.
FSM has a better Operating Margin (29.19%) than 83.33% of its industry peers.
FSM's Operating Margin has improved in the last couple of years.
The Gross Margin of FSM (37.78%) is better than 75.64% of its industry peers.
In the last couple of years the Gross Margin of FSM has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 29.19% | ||
| PM (TTM) | 14.36% | ||
| GM | 37.78% |
OM growth 3Y-1.7%
OM growth 5Y2.93%
PM growth 3Y7.9%
PM growth 5Y5.55%
GM growth 3Y-2.98%
GM growth 5Y-0.63%
2. Health
2.1 Basic Checks
The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so FSM is still creating some value.
FSM has about the same amout of shares outstanding than it did 1 year ago.
FSM has more shares outstanding than it did 5 years ago.
FSM has a better debt/assets ratio than last year.
2.2 Solvency
FSM has an Altman-Z score of 3.69. This indicates that FSM is financially healthy and has little risk of bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 3.69, FSM is in the better half of the industry, outperforming 60.26% of the companies in the same industry.
FSM has a debt to FCF ratio of 0.90. This is a very positive value and a sign of high solvency as it would only need 0.90 years to pay back of all of its debts.
FSM's Debt to FCF ratio of 0.90 is amongst the best of the industry. FSM outperforms 89.10% of its industry peers.
A Debt/Equity ratio of 0.13 indicates that FSM is not too dependend on debt financing.
FSM's Debt to Equity ratio of 0.13 is in line compared to the rest of the industry. FSM outperforms 56.41% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.13 | ||
| Debt/FCF | 0.9 | ||
| Altman-Z | 3.69 |
ROIC/WACC1.26
WACC8.85%
2.3 Liquidity
FSM has a Current Ratio of 2.71. This indicates that FSM is financially healthy and has no problem in meeting its short term obligations.
FSM has a Current ratio of 2.71. This is comparable to the rest of the industry: FSM outperforms 58.97% of its industry peers.
A Quick Ratio of 2.15 indicates that FSM has no problem at all paying its short term obligations.
FSM's Quick ratio of 2.15 is fine compared to the rest of the industry. FSM outperforms 62.18% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.71 | ||
| Quick Ratio | 2.15 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 72.97% over the past year.
The Earnings Per Share has been growing by 22.67% on average over the past years. This is a very strong growth
The Revenue has grown by 10.51% in the past year. This is quite good.
The Revenue has been growing by 32.79% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)72.97%
EPS 3Y3.57%
EPS 5Y22.67%
EPS Q2Q%27.27%
Revenue 1Y (TTM)10.51%
Revenue growth 3Y20.98%
Revenue growth 5Y32.79%
Sales Q2Q%-11.37%
3.2 Future
FSM is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 18.97% yearly.
Based on estimates for the next years, FSM will show a small growth in Revenue. The Revenue will grow by 2.06% on average per year.
EPS Next Y62.41%
EPS Next 2Y40.55%
EPS Next 3Y18.48%
EPS Next 5Y18.97%
Revenue Next Year-7.45%
Revenue Next 2Y-4.36%
Revenue Next 3Y-5.47%
Revenue Next 5Y2.06%
3.3 Evolution
The EPS growth rate is stable: in the next years the growth will be about the same than in the last years.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
FSM is valuated correctly with a Price/Earnings ratio of 12.35.
Based on the Price/Earnings ratio, FSM is valued cheaper than 92.95% of the companies in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 27.20, FSM is valued rather cheaply.
FSM is valuated reasonably with a Price/Forward Earnings ratio of 8.00.
FSM's Price/Forward Earnings ratio is rather cheap when compared to the industry. FSM is cheaper than 90.38% of the companies in the same industry.
When comparing the Price/Forward Earnings ratio of FSM to the average of the S&P500 Index (22.70), we can say FSM is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.35 | ||
| Fwd PE | 8 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, FSM is valued cheaply inside the industry as 96.15% of the companies are valued more expensively.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of FSM indicates a rather cheap valuation: FSM is cheaper than 93.59% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 10.13 | ||
| EV/EBITDA | 4.16 |
4.3 Compensation for Growth
The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
The excellent profitability rating of FSM may justify a higher PE ratio.
A more expensive valuation may be justified as FSM's earnings are expected to grow with 18.48% in the coming years.
PEG (NY)0.2
PEG (5Y)0.54
EPS Next 2Y40.55%
EPS Next 3Y18.48%
5. Dividend
5.1 Amount
FSM does not give a dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | N/A |
NYSE:FSM (9/18/2025, 12:04:04 PM)
7.905
+0 (+0.06%)
Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryMetals & Mining
Earnings (Last)
Earnings (Next)
Inst Owners68.5%
Inst Owner Change5.34%
Ins Owners0.98%
Ins Owner ChangeN/A
Market Cap2.43B
Analysts71.11
Price Target7.47 (-5.5%)
Short Float %6.15%
Short Ratio1.33
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | N/A |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-20.55%
Min EPS beat(2)-33.2%
Max EPS beat(2)-7.9%
EPS beat(4)1
Avg EPS beat(4)-6.2%
Min EPS beat(4)-33.2%
Max EPS beat(4)36.84%
EPS beat(8)3
Avg EPS beat(8)7.43%
EPS beat(12)5
Avg EPS beat(12)14.85%
EPS beat(16)6
Avg EPS beat(16)2.73%
Revenue beat(2)0
Avg Revenue beat(2)-4.27%
Min Revenue beat(2)-7.26%
Max Revenue beat(2)-1.28%
Revenue beat(4)1
Avg Revenue beat(4)-1.75%
Min Revenue beat(4)-7.26%
Max Revenue beat(4)2.34%
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)2.88%
PT rev (3m)13.71%
EPS NQ rev (1m)-0.34%
EPS NQ rev (3m)4.4%
EPS NY rev (1m)11.28%
EPS NY rev (3m)11.28%
Revenue NQ rev (1m)0.66%
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)2.78%
Revenue NY rev (3m)-0.06%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.35 | ||
| Fwd PE | 8 | ||
| P/S | 2.21 | ||
| P/FCF | 10.13 | ||
| P/OCF | 5.55 | ||
| P/B | 1.62 | ||
| P/tB | 1.62 | ||
| EV/EBITDA | 4.16 |
EPS(TTM)0.64
EY8.1%
EPS(NY)0.99
Fwd EY12.5%
FCF(TTM)0.78
FCFY9.88%
OCF(TTM)1.42
OCFY18%
SpS3.58
BVpS4.87
TBVpS4.87
PEG (NY)0.2
PEG (5Y)0.54
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 7.37% | ||
| ROE | 10.55% | ||
| ROCE | 16.68% | ||
| ROIC | 11.15% | ||
| ROICexc | 14.03% | ||
| ROICexgc | 14.03% | ||
| OM | 29.19% | ||
| PM (TTM) | 14.36% | ||
| GM | 37.78% | ||
| FCFM | 21.83% |
ROA(3y)-1.11%
ROA(5y)0.32%
ROE(3y)-1.74%
ROE(5y)0.39%
ROIC(3y)5.85%
ROIC(5y)5.63%
ROICexc(3y)6.47%
ROICexc(5y)6.24%
ROICexgc(3y)6.47%
ROICexgc(5y)6.24%
ROCE(3y)8.74%
ROCE(5y)8.42%
ROICexcg growth 3Y21.76%
ROICexcg growth 5Y17.46%
ROICexc growth 3Y21.76%
ROICexc growth 5Y17.46%
OM growth 3Y-1.7%
OM growth 5Y2.93%
PM growth 3Y7.9%
PM growth 5Y5.55%
GM growth 3Y-2.98%
GM growth 5Y-0.63%
F-Score8
Asset Turnover0.51
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.13 | ||
| Debt/FCF | 0.9 | ||
| Debt/EBITDA | 0.36 | ||
| Cap/Depr | 91.49% | ||
| Cap/Sales | 17.97% | ||
| Interest Coverage | 35.56 | ||
| Cash Conversion | 81.5% | ||
| Profit Quality | 151.99% | ||
| Current Ratio | 2.71 | ||
| Quick Ratio | 2.15 | ||
| Altman-Z | 3.69 |
F-Score8
WACC8.85%
ROIC/WACC1.26
Cap/Depr(3y)110.97%
Cap/Depr(5y)139.78%
Cap/Sales(3y)27.28%
Cap/Sales(5y)29.31%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)72.97%
EPS 3Y3.57%
EPS 5Y22.67%
EPS Q2Q%27.27%
EPS Next Y62.41%
EPS Next 2Y40.55%
EPS Next 3Y18.48%
EPS Next 5Y18.97%
Revenue 1Y (TTM)10.51%
Revenue growth 3Y20.98%
Revenue growth 5Y32.79%
Sales Q2Q%-11.37%
Revenue Next Year-7.45%
Revenue Next 2Y-4.36%
Revenue Next 3Y-5.47%
Revenue Next 5Y2.06%
EBIT growth 1Y63.23%
EBIT growth 3Y18.92%
EBIT growth 5Y36.69%
EBIT Next Year87.38%
EBIT Next 3Y17.12%
EBIT Next 5Y17.57%
FCF growth 1Y492.64%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y118.84%
OCF growth 3Y35.45%
OCF growth 5Y42.15%