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DSFIR logo

DSM-Firmenich AGENXTAM:DSFIR Stock Report

Market Cap €21.5b
Share Price
€82.02
My Fair Value
€118
30.3% undervalued intrinsic discount
1Y-31.1%
7D-1.8%
Portfolio Value
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DSM-Firmenich AG

ENXTAM:DSFIR Stock Report

Market Cap: €21.5b

DSM-Firmenich (DSFIR) Stock Overview

Provides nutrition, health, and beauty solutions in Switzerland, the Netherlands, rest of Europe, the Middle East and Africa, North America, Latin America, China, and rest of Asia. More details

DSFIR fundamental analysis
Snowflake Score
Valuation3/6
Future Growth2/6
Past Performance2/6
Financial Health6/6
Dividends2/6

Rewards

Trading at 40.5% below our estimate of its fair value

Earnings are forecast to grow 11.33% per year

Became profitable this year

Analysts in good agreement that stock price will rise by 43.5%

Risk Analysis

Dividend of 3.05% is not well covered by earnings


DSFIR Community Fair Values

Create Narrative

See what 27 others think this stock is worth. Follow their fair value or set your own to get alerts.

DSFIR logo
DSM-Firmenich

Health And Bio-Based Trends Will Drive Future Success

Key Takeaways Focus on health-driven innovations, sustainability, and bio-based solutions enhances product differentiation, pricing power, and positions DSM-Firmenich for sustained organic growth. Integration synergies and increased exposure to local and regional customers boost margin improvements and revenue stability amid tightening sustainability regulations.
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€117.70
FV
30.3% undervalued intrinsic discount
2.89%
Revenue growth p.a.
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18users have followed this narrative
Updated narrative
DSFIR logo
DSM-Firmenich

Regulatory And Merger Challenges Will Constrain Benefits But Spark Growth

Key Takeaways Increased regulatory pressures and supply chain complexities risk offsetting operational gains, potentially limiting margin expansion and profit growth despite sustainability-driven demand. Integration challenges, disruptive technologies, and intensified competition may cap revenue growth and undermine margins, even with ongoing innovation and higher-margin portfolio focus.
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€87.39
FV
6.1% undervalued intrinsic discount
1.26%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
4 days ago author updated this narrative
DSFIR logo
DSM-Firmenich

Sustainability And Precision Nutrition Will Fuel Global Market Expansion

Key Takeaways Accelerated synergy realization and strategic divestitures are enhancing margins, unlocking capital, and positioning for faster, higher-quality earnings growth. Strong focus on sustainable, innovative solutions and local customer-driven expansion is driving above-market growth and expanding margins across global and emerging markets.
View narrative
€146.00
FV
43.8% undervalued intrinsic discount
4.71%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
3 days ago author updated this narrative
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DSM-Firmenich AG Competitors

Price History & Performance

Summary of share price highs, lows and changes for DSM-Firmenich
Historical stock prices
Current Share Price€82.02
52 Week High€124.85
52 Week Low€80.82
Beta1
1 Month Change0.098%
3 Month Change-15.93%
1 Year Change-31.08%
3 Year Changen/a
5 Year Changen/a
Change since IPO-30.35%

Recent News & Updates

The DSM-Firmenich AG (AMS:DSFIR) Half-Yearly Results Are Out And Analysts Have Published New Forecasts

Aug 05
The DSM-Firmenich AG (AMS:DSFIR) Half-Yearly Results Are Out And Analysts Have Published New Forecasts

DSM-Firmenich AG (AMS:DSFIR) Shares Could Be 40% Below Their Intrinsic Value Estimate

Aug 02
DSM-Firmenich AG (AMS:DSFIR) Shares Could Be 40% Below Their Intrinsic Value Estimate

Recent updates

The DSM-Firmenich AG (AMS:DSFIR) Half-Yearly Results Are Out And Analysts Have Published New Forecasts

Aug 05
The DSM-Firmenich AG (AMS:DSFIR) Half-Yearly Results Are Out And Analysts Have Published New Forecasts

DSM-Firmenich AG (AMS:DSFIR) Shares Could Be 40% Below Their Intrinsic Value Estimate

Aug 02
DSM-Firmenich AG (AMS:DSFIR) Shares Could Be 40% Below Their Intrinsic Value Estimate

Is It Too Late To Consider Buying DSM-Firmenich AG (AMS:DSFIR)?

Jul 11
Is It Too Late To Consider Buying DSM-Firmenich AG (AMS:DSFIR)?

Pinning Down DSM-Firmenich AG's (AMS:DSFIR) P/S Is Difficult Right Now

Jun 15
Pinning Down DSM-Firmenich AG's (AMS:DSFIR) P/S Is Difficult Right Now

Does DSM-Firmenich (AMS:DSFIR) Have A Healthy Balance Sheet?

Apr 25
Does DSM-Firmenich (AMS:DSFIR) Have A Healthy Balance Sheet?

Is There An Opportunity With DSM-Firmenich AG's (AMS:DSFIR) 26% Undervaluation?

Apr 04
Is There An Opportunity With DSM-Firmenich AG's (AMS:DSFIR) 26% Undervaluation?

Investors Shouldn't Be Too Comfortable With DSM-Firmenich's (AMS:DSFIR) Earnings

Mar 08
Investors Shouldn't Be Too Comfortable With DSM-Firmenich's (AMS:DSFIR) Earnings
User avatar

Focusing On Taste, Texture, And Health Will Strengthen Future Prospects

The merger of DSM and Firmenich focuses on high-growth segments, enhancing revenue through synergies and achieving significant earnings improvements.

DSM-Firmenich AG's (AMS:DSFIR) Business Is Yet to Catch Up With Its Share Price

Jan 17
DSM-Firmenich AG's (AMS:DSFIR) Business Is Yet to Catch Up With Its Share Price

Estimating The Fair Value Of DSM-Firmenich AG (AMS:DSFIR)

Dec 13
Estimating The Fair Value Of DSM-Firmenich AG (AMS:DSFIR)

We Think DSM-Firmenich (AMS:DSFIR) Has A Fair Chunk Of Debt

Oct 20
We Think DSM-Firmenich (AMS:DSFIR) Has A Fair Chunk Of Debt

DSM-Firmenich AG's (AMS:DSFIR) Popularity With Investors Is Under Threat From Overpricing

Sep 23
DSM-Firmenich AG's (AMS:DSFIR) Popularity With Investors Is Under Threat From Overpricing

Shareholder Returns

DSFIRNL ChemicalsNL Market
7D-1.8%-0.4%0.3%
1Y-31.1%-29.8%4.4%

Return vs Industry: DSFIR matched the Dutch Chemicals industry which returned -30.8% over the past year.

Return vs Market: DSFIR underperformed the Dutch Market which returned 1.5% over the past year.

Price Volatility

Is DSFIR's price volatile compared to industry and market?
DSFIR volatility
DSFIR Average Weekly Movement2.5%
Chemicals Industry Average Movement3.5%
Market Average Movement4.3%
10% most volatile stocks in NL Market6.5%
10% least volatile stocks in NL Market2.2%

Stable Share Price: DSFIR has not had significant price volatility in the past 3 months compared to the Dutch market.

Volatility Over Time: DSFIR's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
190228,608Dimitri de Vreezewww.dsm-firmenich.com

DSM-Firmenich AG provides nutrition, health, and beauty solutions in Switzerland, the Netherlands, rest of Europe, the Middle East and Africa, North America, Latin America, China, and rest of Asia. The company operates through four segments: Perfumery & Beauty; Taste, Texture & Health; Health, Nutrition & Care; and Animal Nutrition & Health. The Perfumery & Beauty creates scents using natural, synthetic, and biotech ingredients.

DSM-Firmenich AG Fundamentals Summary

How do DSM-Firmenich's earnings and revenue compare to its market cap?
DSFIR fundamental statistics
Market cap€21.50b
Earnings (TTM)€718.00m
Revenue (TTM)€13.01b
30.0x
P/E Ratio
1.7x
P/S Ratio

Is DSFIR overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
DSFIR income statement (TTM)
Revenue€13.01b
Cost of Revenue€8.45b
Gross Profit€4.56b
Other Expenses€3.84b
Earnings€718.00m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

Feb 12, 2026

Earnings per share (EPS)2.74
Gross Margin35.02%
Net Profit Margin5.52%
Debt/Equity Ratio25.2%

How did DSFIR perform over the long term?

See historical performance and comparison

Dividends

3.0%
Current Dividend Yield
92%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/09/05 22:30
End of Day Share Price 2025/09/05 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

DSM-Firmenich AG is covered by 60 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mutlu GundoganABN AMRO Bank N.V.
Martin SchneeAlphaValue
Jennifer BarkerBarclays