Back
NYSE
WeeklyWAIT
Long termAVOID
NEXA
NEXA
Nexa Resources S.A.

Latest update

$14.72

Updated: Jun 17, 2026, 1:47 PM UTC

Browsing public data

Metrics

Nexa Resources S.A. - Mining and Smelting Operations

Nexa Resources S.A. is a Luxembourg-based company engaged in zinc mining and smelting, operating five polymetallic mines across Peru and Brazil, alongside three zinc smelters. The company produces metallic zinc, zamac, gold, and various by-products like sulfuric acid and silver concentrate.

Growth pace
How fast the underlying business is moving, quarter by quarter. Hover any tile for the plain-English meaning.

Revenue

The total dollars the company billed customers. When this number grows quarter after quarter, the business is finding more demand.

quarterly

Latest

$888.3M

Q1 2026

The most recent reported figure, in the company's own currency and reporting cadence.

QoQ

-1.6%

vs Q4 2025

How much this quarter grew compared to last quarter. Useful for spotting acceleration or slowdown in real time.

YoY

+41.7%

vs Q1 2025

How much this quarter grew compared to the same quarter one year ago. Strips out seasonality — a slow holiday quarter looks worse QoQ but normal YoY.

CAGR

insufficient history

The smooth yearly growth rate that gets you from the starting value to the current value. A 100% CAGR over 3 years means the business tripled, on average, each year.

Net income

What's left from revenue after paying every cost — employees, materials, taxes, interest. Sometimes called profit or 'the bottom line.'

quarterly

Latest

$89.3M

Q1 2026

The most recent reported figure, in the company's own currency and reporting cadence.

QoQ

+77.4%

vs Q4 2025

How much this quarter grew compared to last quarter. Useful for spotting acceleration or slowdown in real time.

YoY

+653.7%

vs Q1 2025

How much this quarter grew compared to the same quarter one year ago. Strips out seasonality — a slow holiday quarter looks worse QoQ but normal YoY.

CAGR

insufficient history

The smooth yearly growth rate that gets you from the starting value to the current value. A 100% CAGR over 3 years means the business tripled, on average, each year.

Free cash flow

The cash actually left in the bank after the company has paid for everything and reinvested in itself. Harder to fake than net income.

quarterly

Latest

-$127.3M

Q1 2026

The most recent reported figure, in the company's own currency and reporting cadence.

QoQ

-181.9%

vs Q4 2025

How much this quarter grew compared to last quarter. Useful for spotting acceleration or slowdown in real time.

YoY

vs Q1 2025

How much this quarter grew compared to the same quarter one year ago. Strips out seasonality — a slow holiday quarter looks worse QoQ but normal YoY.

CAGR

insufficient history

The smooth yearly growth rate that gets you from the starting value to the current value. A 100% CAGR over 3 years means the business tripled, on average, each year.

Quarterly revenue, net income & free cash flow
Bars show what the company actually reported each quarter. The growth chart below turns these into the QoQ / YoY pace the rest of this page uses.
Annual growth rate (YoY)
Year-over-year change in full-year totals. Strips out quarterly noise and seasonality so the multi-year trend is visible — not just the last 12 months.
Compound annual growth (CAGR)
The smooth yearly growth rate across each window. The "start → end" line shows the dollar value at the beginning and end of the window.
Metric3 yr2 yr1 yr
Revenue
+41.7%
$627.1M$888.3M
Net income
+654.7%
$11.8M$89.3M
Free cash flow
Valuation — P/E

P/E TTM

9.3×

Trailing twelve months. Today's price divided by the last year of actual earnings.

P/E NTM

5.6×

Next twelve months. Today's price divided by what analysts expect the company to earn over the coming year.

Balance sheet & valuation
The five numbers that decide whether the growth above is safe, sustainable, and reasonably priced. Descriptions on every tile — hover or scroll to read.

Profitability

Strong

Operating margin (and the wider return profile) tells you how efficiently each dollar of sales becomes profit. High and rising = pricing power; low or falling = the business is grinding.

Share count

Stable

Are the buybacks outrunning the stock-based comp? A shrinking share count means every existing share owns a bigger slice of future earnings.

Debt load

Heavy

Total debt against cash and earnings power (EBITDA). Light debt leaves room to invest and weather downturns; heavy debt shrinks the margin for error.

Debt service

Strong

Whether the cash the business generates easily covers its interest and loan payments. Strong here = no forced selling in a bad year.

Cash return at today's price

13.0%

Free cash flow divided by market cap — the cash yield you're getting for the price you pay. Above ~6% is rich, below ~3% is thin. P/E shown when the yield is too small to be useful.

What stands out
  • Revenue growth has been strong year-over-year, but shows a recent quarterly deceleration.
  • Net income has improved significantly, indicating strong profitability in the latest quarter.
  • Free cash flow is negative in the latest quarter, despite strong profitability.
  • The company carries a heavy debt load, but its debt service capability appears strong.
  • Valuation multiples are attractive relative to current and forward earnings.

Thesis

Why this read

Nexa's stock has demonstrated robust appreciation and remains in a healthy uptrend. However, the price has recently run up, extending beyond its short-term averages. While the fundamentals and overall trend are constructive, waiting for a minor consolidation or a closer approach to major support levels would offer a more prudent entry point this week. The long-term upside remains intact, but tactical patience is advised.

Short-term thesis

Mixed66% conviction-4 ptsv1
Zinc Play with Strong Profitability and Attractive Valuation, but Watch for Debt and Cash Flow

Nexa Resources S.A. presents a compelling case as a strong operator in the zinc mining and smelting sector, evidenced by excellent profitability and an appealing valuation. Despite these attractive features, the company's heavy debt load and recent negative free cash flow warrant close monitoring. The stock is currently in an accumulation phase, suggesting upside potential, but tactical patience for a better entry is advised.

Long-term exposure

Avoid

The business or valuation backdrop is not ready for long-term conviction.

Entry window

Wait

Nexa has shown strong price performance over the past five days and the longer term, recently pulling back from an extended level. While the overall trend is positive, waiting for a clearer entry will manage risk.

Risk check

Fragile

The downside can widen quickly if this setup goes wrong.

Alignment

Mixed

Neither horizon fully wins, so size and patience matter.

What supports it

  • Price still looks reasonable against the business.
  • Margins and returns still support the long hold.
  • Trend is still doing some of the heavy lifting this week.
  • Strong recent momentum over five days and sixty days relative to the broader market.

What limits it

  • This needs smaller size or more patience.
  • Balance sheet is carrying real pressure.
  • Debt service looks stretched for current cash generation.
  • The stock is trailing its sector by 4.9 points.

Long-term thesis

Increasing global demand for base metals, particularly zinc, driven by industrial growth, infrastructure development, and the energy transition.

75opportunity70% thesis conf
Mainstream2y horizon

Bottleneck Role

Nexa operates as a key supplier in the essential base metals value chain, specifically for zinc. While not a unique bottleneck in the purest sense (zinc is widely produced), their established mining and smelting operations in resource-rich regions (Peru, Brazil) position them to capitalize on demand as a significant, integrated producer.

Consensus Blind Spot

The market might be underestimating the sustained demand for zinc in the context of global infrastructure build-out and the increasing electrification trend, which relies on base metals. Additionally, Nexa's ability to maintain strong operating margins despite commodity price volatility could be overlooked, suggesting more resilient profitability than typical cyclical miners.

Demand Gap

The ongoing shift towards renewable energy technologies, electric vehicles, and urban infrastructure development creates a persistent, long-term demand for base metals like zinc as critical components. Supply constraints from environmental regulations, aging mines, and geopolitical risks could further widen this demand-supply gap.

Demand to Equity Scenarios

Bull75% conf

Accelerated global infrastructure spending and green energy transition.

Demand

+15%

Earnings

+25%

Equity implication

+40%

Higher zinc prices and increased sales volume, optimizing existing capacity.

Base80% conf

Steady global industrial growth with moderate urbanization.

Demand

+7%

Earnings

+10%

Equity implication

+15%

Stable zinc prices and consistent production, maintaining current profitability.

Bear60% conf

Global economic slowdown and commodity price contraction.

Demand

-5%

Earnings

-15%

Equity implication

-25%

Lower zinc prices and reduced demand, impacting revenue and margins.

Dependency Chain

  1. 1Global economic growth -> Rising industrial and manufacturing activity -> Increased demand for base metals (Zinc) -> Higher zinc prices -> Increased utilization/profitability for Nexa's mines and smelters -> Earnings revisions -> Equity repricing for NEXA.

Repricing Triggers

  • Strong quarterly earnings reports demonstrating sustained profitability and cash flow generation.
  • Upward revisions to analyst earnings estimates.
  • Catalyst of higher zinc commodity prices.
  • Announcements of new strategic projects or expansions that improve output or efficiency.
  • Debt reduction initiatives or improved free cash flow.

Must be true

  • Global industrial activity will remain robust or expand, maintaining demand for base metals.
  • Zinc prices will remain at supportive levels or increase.
  • Nexa will effectively manage its debt and improve free cash flow generation.
  • No major geopolitical disruptions in Peru or Brazil that significantly impact mining operations.

Thesis broken if

  • Sustained decline in zinc commodity prices.
  • Consistent negative free cash flow without clear explanations for future improvement.
  • Deterioration of operating margins or profitability.
  • Significant increase in debt or inability to service existing debt.
  • Regulatory changes or social unrest impacting mining operations in key regions.

History

Analysis timeline
1 runs

Jun 17, 2026

Latest

Updated Jun 17, 2026, 1:47 PM UTC

WeeklyWAIT
Long termAVOID
Confidence70% · Medium

Price at review

$14.72

Nexa has shown strong price performance over the past five days and the longer term, recently pulling back from an extended level. While the overall trend is positive, waiting for a clearer entry will manage risk.