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Update shared on 31 Jul 2025

US Regulation And APAC Demand Will Unlock Natural Colors Potential

AnalystConsensusTarget's Fair Value
US$121.67
22.5% undervalued intrinsic discount
31 Jul
US$94.29
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1Y
24.7%
7D
-2.5%

Sensient Technologies’ future P/E ratio has edged lower from 29.03x to 28.34x, indicating marginally reduced growth expectations, while the consensus analyst price target remains unchanged at $121.67.


What's in the News


  • Sensient is increasing capital expenditures to above $100 million in 2025, focused on expanding natural color production capacity, with high investment levels expected to continue next year.
  • The company is actively seeking acquisition opportunities, but does not anticipate share buybacks in the near term.
  • Sensient reaffirmed 2025 earnings guidance with mid-single-digit local currency revenue growth and diluted EPS of $3.13 to $3.23.
  • The company was dropped from multiple value and small-cap indices within the Russell index family.
  • No shares were repurchased between January 1 and March 31, 2025, with $440.29 million spent on buybacks since 2014.

Valuation Changes


Summary of Valuation Changes for Sensient Technologies

  • The Consensus Analyst Price Target remained effectively unchanged, at $121.67.
  • The Future P/E for Sensient Technologies has fallen slightly from 29.03x to 28.34x.
  • The Discount Rate for Sensient Technologies remained effectively unchanged, at 7.14%.

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.