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Beiersdorf Community
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Beiersdorf
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Derma And Thiamidol Launches Will Expand Global Markets
Key Takeaways Strategic expansion into new markets and innovations in products like Epicelline and Thiamidol are expected to drive significant revenue growth for Beiersdorf. Efforts to modernize and improve operational efficiencies, particularly in higher-margin segments, are aimed at enhancing net margins and future profitability.
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€142.05
FV
25.0% undervalued
intrinsic discount
4.36%
Revenue growth p.a.
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2 days ago
author updated this narrative
Beiersdorf
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
Emerging Markets And Digital Channels Will Boost Premium Derma Care
Key Takeaways Eucerin and NIVEA innovations, plus multi-brand hyperpigmentation products, could drive recurring revenue and position Beiersdorf as a market leader in key categories. Premium product advances, digital-first sales, and success in emerging markets should accelerate growth, deepen customer loyalty, and improve profitability.
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€177.60
FV
40.0% undervalued
intrinsic discount
6.41%
Revenue growth p.a.
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2 days ago
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Beiersdorf
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Regulatory Scrutiny And Shifting Demand Will Undermine Future Prospects
Key Takeaways Competitive pressures from natural, local, and private-label skincare brands threaten Beiersdorf's flagship offerings, putting both pricing power and margins at risk. Rising regulatory, operational, and supply chain challenges are set to increase costs and limit the company's ability to grow earnings and maintain profitability.
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€102.72
FV
3.7% overvalued
intrinsic discount
2.41%
Revenue growth p.a.
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9 days ago
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Your Valuation for
BEI
BEI
Beiersdorf
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€
Current Price
€106.50
1.2% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
12b
2015
2018
2021
2024
2025
2027
2030
Revenue €12.4b
Earnings €1.1b
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