A Look At Southern Copper (SCCO) Valuation After Record 2025 Results And Copper Market Tailwinds

Simply Wall St.05:22

Southern Copper (SCCO) is back in focus after reporting record 2025 results, with full year sales of US$13.42b and net income of US$4.33b, supported by firm copper pricing and tight global supply. See...

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See...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-scco/southern-copper/news/a-look-at-southern-copper-scco-valuation-after-record-2025-r\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At Southern Copper (SCCO) Valuation After Record 2025 Results And Copper Market Tailwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At Southern Copper (SCCO) Valuation After Record 2025 Results And Copper Market Tailwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-02 05:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/materials/nyse-scco/southern-copper/news/a-look-at-southern-copper-scco-valuation-after-record-2025-r><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Southern Copper (SCCO) is back in focus after reporting record 2025 results, with full year sales of US$13.42b and net income of US$4.33b, supported by firm copper pricing and tight global supply. See...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-scco/southern-copper/news/a-look-at-southern-copper-scco-valuation-after-record-2025-r\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4015","symbol_name":"铜","start_time":0,"source_url":"https://simplywall.st/stocks/us/materials/nyse-scco/southern-copper/news/a-look-at-southern-copper-scco-valuation-after-record-2025-r","article_id":"2608835378","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/350405-main-header/1756255641338"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/materials/nyse-scco/southern-copper/news/a-look-at-southern-copper-scco-valuation-after-record-2025-r","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2608835378","pubTimestamp":1769980925,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Southern Copper (SCCO) is back in focus after reporting record 2025 results, with full year sales of US$13.42b and net income of US$4.33b, supported by firm copper pricing and tight global supply.\nSee our latest analysis for Southern Copper.\nThe record 2025 earnings have come alongside a sharp shift in market sentiment, with Southern Copper’s share price now at US$190.32 after a 30 day share price return of 28% and a 1 year total shareholder return of 121.78%, suggesting strong momentum even...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4015":"铜","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","LU0505663152.USD":"abrdn SICAV I - FUTURE MINERALS \"A\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0572108347.SGD":"Blackrock Latin American A2 SGD-H","LU0788109048.HKD":"BGF LATIN AMERICAN \"A2\" (HKDHGD) ACC","SOJD":"Southern Co","LU0072463663.USD":"Blackrock Latin American A2 USD","LU0456854461.SGD":"JPMorgan Funds - Global Natural Resources A (acc) SGD","BK4585":"ETF&股票定投概念","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","SCCO":"南方铜业","BK4588":"碎股","LU0266512473.USD":"JPM GLOBAL NATURAL RESOURCES \"C\" (USD) ACC","LU0050427557.USD":"富达拉丁美洲基金","BK4535":"淡马锡持仓","SOJE":"Southern Co"},"translate_title":"2025年创纪录业绩和铜市场顺风车后南方铜业(SCCO)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SOJD":0.9,"SCCO":1.5,"SOJE":0.9},"content_text":"Southern Copper (SCCO) is back in focus after reporting record 2025 results, with full year sales of US$13.42b and net income of US$4.33b, supported by firm copper pricing and tight global supply. See our latest analysis for Southern Copper. The record 2025 earnings have come alongside a sharp shift in market sentiment, with Southern Copper’s share price now at US$190.32 after a 30 day share price return of 28% and a 1 year total shareholder return of 121.78%, suggesting strong momentum even after a recent 1 day share price pullback of 8.47%. If copper’s run has your attention, it could be a good moment to widen your watchlist with aerospace and defense stocks that may also be reacting to supply, demand and macro trends. With the stock trading above its latest analyst price target and a rich P/E multiple, the key question now is whether Southern Copper is already fully valued or whether the market is still underestimating its future growth potential. AdvertisementMost Popular Narrative: 37.3% Overvalued With Southern Copper at $190.32 against a most followed fair value estimate of about $138.59, the current price sits well above that narrative benchmark and puts the underlying assumptions firmly in the spotlight.  Operational efficiencies and a strong focus on cost control have led to a reduction in cash costs, with expectations to sustain low costs between $0.75 to $0.80 per pound of copper in 2025, potentially boosting net margins and earnings.  Read the complete narrative. Curious what kind of revenue path and margin profile have to line up with that fair value? The narrative leans on measured growth, firm profitability and a richer future earnings multiple. The full story sets out how those pieces fit together, and what has to go right for the numbers to hold. Result: Fair Value of $138.59 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still tensions around U.S.–China trade and project disruptions in places like Los Chancas that could challenge these fair value assumptions. Find out about the key risks to this Southern Copper narrative.  Build Your Own Southern Copper Narrative If you look at the numbers and come to a different conclusion, or simply want to rely on your own research, you can build a custom view in just a few minutes with Do it your way. A great starting point for your Southern Copper research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If Southern Copper is on your radar, do not stop there. Broaden your opportunity set now so you are not looking back wishing you had checked earlier.  Spot potential value opportunities early by screening for these 875 undervalued stocks based on cash flows that may have prices below what their cash flows suggest. Ride major technology shifts by scanning these 24 AI penny stocks that are tied to artificial intelligence themes across different industries. Boost your income focus by reviewing these 12 dividend stocks with yields > 3% that may offer stronger yields than holding cash alone.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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