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FCX

FREEPORT-MCMORAN INC

Materials • CIK: 0000831259

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Market Cap
$56.38B
P/E (TTM)
27.2x
Rev Growth (TTM)
+1.4%
Net Margin (TTM)
8.0%
FCF Yield (TTM)
2.9%
FCF Margin (TTM)
6.2%

LATEST EARNINGS

Q4 2025
22 days ago
View source
Revenue
Net Income
EPS
  • Consolidated copper sales of 709 million pounds in Q4 2025 were 12% higher than October 2025 estimates.
  • Average realized copper price increased to $5.33 per pound in Q4 2025 from $4.15 in Q4 2024.
  • Average realized gold price increased to $4,078 per ounce in Q4 2025 from $2,628 in Q4 2024.
  • U.S. copper mines' average unit net cash costs decreased to $2.93 per pound in Q4 2025 from $3.04 in Q4 2024.

Cash Flow Health

Free Cash Flow6/8 positive
TTM$1.6B
Q3 '25
$608M-35%
Q2 '25
$934M+919%
FCF Margin
TTM6.2%
Q3 '258.7%-29%
Sector: 4.7%Above Avg
OCF Margin24.4%
OCF/NI3.07x
CapEx Coverage1.3x
FCF Yield2.9%
FCF Growth (2Y)-20%
Cash Conversion Cycle
11 days
DSO: 11+DIO: 0DPO: 0

Capital Allocation & Returns

Growth Focused
Total Shareholder YieldTTM
TTM1.7%
Div Yield1.5%
+
Buyback (TTM)0.2%

Prioritizing reinvestment over distributions

Dividend & Payout Metrics
Dividend Yield (TTM)1.5%
FCF Payout Ratio53.1%
Free Cash Flow (TTM)$1.6B
Stock Repurchases (TTM)$107.0M
Capital Return / FCF59.8%
Est. Dividends Paid (TTM)$862.5M
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
9.2%
Stable
-0.1% YoY+0.7%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
16.8%
8Q: 17.9%
Asset Turnover
0.47x
8Q: 0.48x
Leverage (1+D/E)
1.50x
D/E: 0.50x
DuPont: 11.7%9.2% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
0.66x
8Q:0.70x
Flat
Invested Cap Turn
0.55x
8Q:0.57x
+2.0%
CapEx Intensity
10.0%
8Q:10.5%
CapEx/Depreciation
2.06x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Revenue
$26.0B
$7.0B8.0%
$7.6B32.4%
$5.7B0.1%
$5.7B15.8%
$6.8B2.5%
$6.6B4.8%
$6.3B7.0%
$5.9B
Operating Income
$7.0B
$2.0B18.9%
$2.4B86.6%
$1.3B4.8%
$1.2B35.9%
$1.9B5.4%
$2.0B25.4%
$1.6B5.1%
$1.7B
Net Income
$2.1B
$674.0M12.7%
$772.0M119.3%
$352.0M28.5%
$274.0M47.9%
$526.0M14.6%
$616.0M30.2%
$473.0M21.9%
$388.0M
Operating Cash Flow
$6.4B
$1.7B24.2%
$2.2B107.5%
$1.1B26.3%
$1.4B23.3%
$1.9B4.3%
$2.0B3.2%
$1.9B43.6%
$1.3B
Free Cash Flow
$1.6B
$608.0M34.9%
$934.0M919.3%
$-114.0M157.9%
$197.0M70.7%
$673.0M19.9%
$840.0M30.8%
$642.0M1628.6%
$-42.0M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
27.2x
Volatile
8Q: 140.6x-5172%
Valuation Lenses
Earnings
27.2x
vs sector
Cash Flow
12.1x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
3.0P/E per %ROIC
ROIC: 9.2%
Shareholder Returns
Dividend
1.5%
Buyback
0.2%
Total Yield
1.7%
Market Cap$56.38B
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
77/100
High Quality

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Below Avg
11.6%
8Q:
Return on Invested Capital (ROIC)Top 25%
9.2%
8Q:
Flat
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: 16.8%
Asset Turnover: 0.47x

Earnings Quality

Cash Conversion

3.07x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin29.6%

Capital Efficiency

Invested Capital Turnover0.55x

Working Capital

Cash Conversion Cycle11 days

Growth Quality & Momentum

Low Quality
Growth Quality Score
41/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
1.4%
OpInc Growth YoY
1.8%
EPS Growth YoY
3.5%
FCF 3Y CAGR
-19.9%

Growth Quality Analysis

Working Capital Drag: FCF growth lagging revenue by 21.3%
Sustainability Index: 3.0/10 - Growth sustainability concerns

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
29.6%
Operating
26.7%
Top 25% in sector
Net
8.0%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
-1.7 pts
FCF: 6.2% | Net: 8.0%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Adequate
Net Debt / EBITDA
Net Debt: $4.64B
Interest Coverage
Leverage Metrics
Debt-to-Equity
0.50x
Balance sheet risk & solvency analysis