Miner Company
Coeur Mining: The Market Is Still Pricing The Old CDE
Coeur Mining has transformed from a distressed operator to a net-cash, seven-mine, all-North American senior precious metals producer. CDE guides for $3B EBITDA and $2B FCF in 2026, with a $750M buyback and first-ever dividend, signaling strong capital returns. The stock trades at 5.3x forward EV/EBITDA and 8.4x forward P/E, a significant discount to sector medians despite peer-leading growth and profitability.
Tickers: CDE
Coeur Mining has transformed from a distressed operator to a net-cash, seven-mine, all-North American senior precious metals producer. CDE guides for $3B EBITDA and $2B FCF in 2026, with a $750M buyback and first-ever dividend, signaling strong capital returns. The stock trades at 5.3x forward EV/EBITDA and 8.4x forward P/E, a significant discount to sector medians despite peer-leading growth and profitability.