Update shared on03 Oct 2025
Fair value Decreased 2.18%Beiersdorf's analyst price targets have been reduced in recent updates, with consensus moving from around €123.21 to €120.53. Analysts cite slower organic growth and near-term profit margin pressures as key factors for the downward revision.
Analyst Commentary
Recent analyst commentary on Beiersdorf highlights a range of views regarding the company's valuation, growth prospects, and potential risks. The outlook reflects both optimism about certain initiatives and caution regarding near-term execution and growth challenges.
Bullish Takeaways
- Bullish analysts maintain positive ratings on Beiersdorf, even after lowering price targets. This signals confidence in the company's long-term value and ability to weather near-term pressures.
- Despite recent price target reductions, there is continued belief in Beiersdorf's potential to deliver organic growth through innovation, such as planned product launches and market expansion strategies.
- The resilience of key brands, particularly Nivea, supports forecasts for ongoing outperformance relative to the broader market if new initiatives are executed successfully.
Bearish Takeaways
- Bearish analysts express concern over margin pressures and the need for sustained organic sales growth to justify current valuations, especially as recent data shows sluggish brand momentum year to date.
- There is skepticism that new product launches, such as the Epigenetic line, could cannibalize existing sales and affect core business performance.
- Multiple downward price target revisions reflect a more cautious stance on the company's ability to maintain its historical growth trajectory in the near term.
What's in the News
- Beiersdorf Aktiengesellschaft has updated its earnings guidance for 2025, expecting group organic sales growth of approximately 3% according to company guidance.
Valuation Changes
- Consensus analyst price target has declined from approximately €123.21 to €120.53, indicating a modest reduction in perceived fair value.
- The discount rate has fallen slightly, moving from 5.56% to 5.46%.
- Revenue growth expectations have decreased from 3.82% to 3.61%.
- Net profit margin projections have edged down from 10.75% to 10.66%.
- Future P/E ratio estimates have been reduced from 26.27x to 25.99x, reflecting tempered growth expectations.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.