UPM-Kymmene Oyj

HLSE:UPM Lagerbericht

Marktkapitalisierung: €11.8b

UPM-Kymmene Oyj Zukünftiges Wachstum

Future Kriterienprüfungen 2/6

UPM-Kymmene Oyj wird ein jährliches Gewinn- und Umsatzwachstum von 18.6% bzw. 2.4% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 17.8% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 10.4% betragen.

Wichtige Informationen

18.6%

Wachstumsrate der Gewinne

17.80%

EPS-Wachstumsrate

Forestry Gewinnwachstum17.7%
Wachstumsrate der Einnahmen2.4%
Zukünftige Eigenkapitalrendite10.42%
Analystenabdeckung

Good

Zuletzt aktualisiert27 Jul 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel • May 04

UPM-Kymmene Oyj Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

The quarterly results for UPM-Kymmene Oyj ( HEL:UPM ) were released last week, making it a good time to revisit its...

Recent updates

Narrative-Update • Jul 24

UPM: Spinoffs And Joint Venture Moves Will Unlock Future Upside Potential

Analysts have reduced the fair value estimate for UPM-Kymmene Oyj to €30.00 from €32.00, reflecting recent cuts to Street price targets and updated assumptions around discount rates, revenue growth and profit margins. Analyst Commentary Recent Street research on UPM-Kymmene Oyj shows a split view, with some firms turning more cautious on the stock while others see room for upside based on company specific drivers and valuation.
Narrative-Update • Jul 02

UPM: Lower Wood Costs And Spinoffs Will Struggle To Justify Current Price

Analysts have nudged the fair value estimate for UPM-Kymmene Oyj slightly higher to €19.40 from €19.00, reflecting updated views on input costs, planned spinoffs, and valuation assumptions following recent Street price target revisions. Analyst Commentary on UPM-Kymmene Oyj Recent Street research on UPM-Kymmene Oyj shows a split in views, with some banks highlighting potential benefits from lower Nordic wood costs and planned spinoffs, while others flag valuation and execution risks.
Analyseartikel • Jun 18

UPM Kymmene Oyj (HLSE:UPM) Stock Could Be 26.9% Overvalued After Pulp Mill Shutdowns

UPM-Kymmene Oyj (HLSE:UPM) has announced a temporary six week shutdown of its Kaukas pulp mill from 3 August 2026, with a potential similar measure at Pietarsaari planned for October. See our latest analysis for UPM-Kymmene Oyj. Against the backdrop of these planned pulp mill shutdowns, UPM-Kymmene Oyj’s share price has eased in recent months, with a 30 day share price return of down 5.89% and year to date share price return of down 4.06%. In comparison, the 1 year total shareholder return of...
Narrative-Update • Jun 18

UPM: Future Returns Will Depend On Wood Costs Spinoffs And Paper JV Execution

UPM-Kymmene Oyj's updated analyst price target of €26.27, a change of about €0.33 from the prior €25.94 fair value estimate, reflects mixed research views, as some analysts trim targets while others highlight potential benefits from lower Nordic wood costs and planned spinoffs. Analyst Commentary Recent Street research on UPM-Kymmene Oyj shows a split view, with some analysts leaning positive on the stock's medium term prospects and others more cautious on execution risks and valuation levels.
Narrative-Update • Jun 03

UPM: Future Returns Will Hinge On 2026 Cost Actions And Paper JV Execution

Analysts have trimmed their average price target for UPM-Kymmene Oyj to about €25.94 from roughly €25.81, reflecting recent target cuts from several banks along with updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research suggests the analyst community is split between cautious optimism and a more guarded stance on UPM-Kymmene Oyj, with several high profile firms adjusting price targets and ratings as new information on costs and valuation assumptions comes through.
Analyseartikel • May 04

UPM-Kymmene Oyj Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

The quarterly results for UPM-Kymmene Oyj ( HEL:UPM ) were released last week, making it a good time to revisit its...
Narrative-Update • Apr 22

UPM: Future Returns Will Reflect 2026 Cost Savings And Execution Risk Balancing

Narrative Update The updated analyst price target for UPM-Kymmene has edged down by about €0.32, as analysts factor in slightly higher discount rates, modestly adjusted revenue growth expectations, a small change in forecast P/E, and recent research that includes a lower target from JPMorgan, a neutral initiation, and a Hold upgrade with a €22.50 target citing meaningful 2026 cost improvements. Analyst Commentary Recent research on UPM-Kymmene Oyj points to a mix of caution and guarded optimism, with price targets and ratings shifting around updated assumptions on cost improvements and execution risk.
Narrative-Update • Apr 07

UPM: Future Returns Will Balance 2026 Cost Savings And Execution Risks

Analysts have nudged the fair value estimate for UPM-Kymmene slightly higher to €26.13, reflecting updated assumptions on discount rates, modestly stronger long term revenue and margin expectations, and recent research that includes a trimmed price target from one bank, a neutral initiation, and an upgrade to Hold with a higher €22.50 target, citing meaningful 2026 cost improvements. Analyst Commentary Recent research on UPM-Kymmene points to a mixed but constructive tone, with adjustments to price targets and ratings feeding into a slightly higher fair value estimate of €26.13.
Narrative-Update • Mar 24

UPM: Future Returns Will Reflect Cost Efficiencies And Execution Uncertainties

Analysts have made only a marginal adjustment to UPM-Kymmene Oyj's fair value estimate to €26.12, reflecting slightly different assumptions on growth, margins and future P/E. Recent research highlights meaningful cost improvements into 2026 and mixed price target moves, including the upgrade to Hold with a €22.50 target and a separate €0.30 reduction from another firm.
Narrative-Update • Mar 09

UPM: Future Returns Will Reflect Fine Tuned Assumptions And Execution Risks

Narrative Update Analysts now see UPM-Kymmene’s fair value edging up by about €0.21 per share to €26.14, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples following recent price target revisions such as JPMorgan’s €0.30 cut. Analyst Commentary Recent commentary circles around how the latest €0.30 cut in the price target fits with the updated fair value of €26.14 per share, and what that implies for execution risk and upside potential from here.
Narrative-Update • Feb 23

UPM: Future Returns Will Reflect Fine Tuned Assumptions And Capacity Actions

Narrative Update Analysts have trimmed their price target on UPM-Kymmene Oyj by about €0.10, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E after recent research updates such as the €0.30 target cut cited by JPMorgan. Analyst Commentary Recent research, including the €0.30 target cut at JPMorgan, points to a modest recalibration rather than a wholesale shift in how the market views UPM-Kymmene Oyj.
Narrative-Update • Feb 08

UPM: Future Returns Will Reflect Pulp Prices And Capacity Restructuring

Narrative Update Analysts have trimmed their price target for UPM-Kymmene Oyj by about €0.03, citing slightly more conservative assumptions on discount rates and revenue growth. The revised target still reflects firm profit margin expectations, future P/E considerations, and recent target cuts and rating changes from the Street.
Narrative-Update • Jan 24

UPM: Future Returns Will Reflect Pulp Prices And Paper Mill Actions

Analysts have inched their fair value estimate for UPM-Kymmene up to €26.07 from €25.81, as recent price target cuts from €28.50 to €27.50 and from €26.70 to €26.20 and a downgrade to Equal Weight are paired with slightly updated assumptions on discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Recent research on UPM-Kymmene shows a mix of optimism on execution and value, alongside caution around catalysts and near term momentum.
Narrative-Update • Jan 09

UPM: Future Returns Will Hinge On Pulp Prices And Mill Restructuring

Analysts have raised their fair value estimate for UPM-Kymmene slightly to about €25.81 and lowered their price targets, as they incorporate more cautious assumptions on revenue growth, profit margins and future P/E multiples following a series of reduced Street targets between €22 and €27.50. Analyst Commentary Recent Street research on UPM-Kymmene Oyj has tilted more cautious on near term upside, even as some firms maintain constructive views on the shares.
Narrative-Update • Dec 26

UPM: Future Returns Will Depend On Pulp Markets And Mill Restructuring Outcomes

Analysts have trimmed their price target on UPM Kymmene slightly, with fair value edging down by about EUR 0.12 to reflect a modestly lower long term revenue growth and profit margin outlook, as well as reduced pulp price driven upside. Analyst Commentary Recent Street research on UPM Kymmene reflects a more balanced risk reward profile, with adjustments to both ratings and price targets as analysts reassess pulp price leverage and the pace of earnings recovery.
Narrative-Update • Dec 11

UPM: Future Returns Will Depend On Pulp Prices And Project Execution Stability

Analysts have trimmed their price target for UPM-Kymmene Oyj by approximately EUR 0.12 to reflect a slightly higher discount rate and marginally softer long term revenue growth expectations, even as profit margin and future P/E assumptions remain broadly stable. Analyst Commentary Recent Street research on UPM-Kymmene reflects a more nuanced stance, with several price target cuts but still a mix of constructive and cautious views on the company’s risk or reward profile.
Narrative-Update • Nov 27

UPM: Future Performance Will Depend On Pulp Price Recovery And Execution

The analyst price target for UPM-Kymmene Oyj has been revised slightly lower from EUR 26.25 to EUR 25.91, as analysts cite the absence of a strong catalyst in the absence of a sustained pulp price recovery and recent downward adjustments across the Street. Analyst Commentary Recent Street research on UPM-Kymmene Oyj reflects a mixed outlook, with both optimism and caution among analysts.
Narrative-Update • Nov 12

UPM: Near-Term Market Challenges And Execution Will Shape Performance Outlook

The analyst price target for UPM-Kymmene Oyj has been modestly reduced by EUR 0.48 to EUR 26.25, as analysts cite slightly lower expectations for revenue growth and profit margins. Analyst Commentary Analyst sentiment towards UPM-Kymmene Oyj has been mixed in recent updates, reflecting a nuanced outlook on the company’s near-term prospects.
Narrative-Update • Oct 29

Biofuels And Operational Discipline Will Drive Long-Term Upside Potential

Analysts have slightly reduced their average price target for UPM-Kymmene Oyj from €27.13 to €26.73, citing adjustments to growth outlook and profit margin forecasts. Analyst Commentary Analyst opinions on UPM-Kymmene Oyj remain divided, as recent changes to price targets reflect a combination of optimism about the company's positioning and caution regarding the evolving market environment.
Narrative-Update • Aug 30

Leuna Biorefinery And Biofuels Will Drive A Sustainable Future

Analysts have slightly lowered their price target for UPM-Kymmene Oyj to €26.99, citing reduced near-term pulp price expectations and persistent demand uncertainty, while maintaining a generally positive long-term outlook. Analyst Commentary Bullish analysts note a downgrade in near-term pulp price expectations, which impacts earnings outlook across the paper and packaging sector.
Analyseartikel • Aug 28

UPM-Kymmene Oyj (HEL:UPM) May Have Issues Allocating Its Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
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Neues Narrative • Nov 09

Innovative Strategies And Green Solutions Propel Future Growth Amidst Market Uncertainty

Optimization in Uruguay and leveraging advanced materials could boost UPM's profitability and revenue growth amid rising demand for CO2-free energy.

Gewinn- und Umsatzwachstumsprognosen

HLSE:UPM - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (EUR Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/202810,1101,0791,1761,56412
12/31/202710,0529991,0641,46514
12/31/20269,5517698941,21110
6/30/20269,5236247911,162N/A
3/31/20269,5095387841,205N/A
12/31/20259,6564809771,405N/A
9/30/20259,8441178011,256N/A
6/30/202510,0673387901,281N/A
3/31/202510,2722957591,306N/A
12/31/202410,3394367561,352N/A
9/30/202410,2386955981,237N/A
6/30/202410,3014328241,635N/A
3/31/202410,3134849751,890N/A
12/31/202310,4603881,1892,269N/A
9/30/202311,1607262,0813,390N/A
6/30/202311,9961,3641,1782,548N/A
3/31/202312,0001,569-2361,210N/A
12/31/202211,7201,526-969508N/A
9/30/202211,1621,363-2,196-662N/A
6/30/202210,2651,239-1,684-143N/A
3/31/202210,0871,195-5351,045N/A
12/31/20219,8141,286-2711,250N/A
9/30/20219,3291,138-1721,190N/A
6/30/20218,834731621,238N/A
3/31/20218,5275941221,085N/A
12/31/20208,5805601301,005N/A
9/30/20208,8396385551,250N/A
6/30/20209,3048047921,384N/A
3/31/20209,832947N/A1,664N/A
12/31/201910,2381,061N/A1,847N/A
9/30/201910,5221,389N/A1,639N/A
6/30/201910,6791,467N/A1,544N/A
3/31/201910,6641,491N/A1,436N/A
12/31/201810,4831,495N/A1,330N/A
9/30/201810,3231,145N/A1,354N/A
6/30/201810,1661,106N/A1,435N/A
3/31/201810,0401,041N/A1,376N/A
12/31/201710,010973N/A1,558N/A
9/30/20179,915917N/A1,556N/A
6/30/20179,867899N/A1,576N/A
3/31/20179,848892N/A1,741N/A
12/31/20169,812879N/A1,686N/A
9/30/20169,910885N/A1,671N/A
6/30/20169,9951,025N/A1,528N/A
3/31/201610,098988N/A1,418N/A
12/31/201510,138916N/A1,185N/A
9/30/201510,095731N/A1,257N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: UPMDas prognostizierte Gewinnwachstum (18.6% pro Jahr) liegt über der Sparquote (2.3%).

Ertrag vs. Markt: UPMDie Erträge des Unternehmens (18.6% pro Jahr) werden voraussichtlich schneller wachsen als der Markt Finnish (13.1% pro Jahr).

Hohe Wachstumserträge: UPMDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: UPMDie Einnahmen des Unternehmens (2.4% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt Finnish (4.7% pro Jahr).

Hohe Wachstumseinnahmen: UPMDie Einnahmen des Unternehmens (2.4% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: UPMDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (10.4%).

Wachstumsunternehmen entdecken

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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/07/27 17:47
Aktienkurs zum Tagesende2026/07/27 00:00
Gewinne2026/06/30
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

UPM-Kymmene Oyj wird von 27 Analysten beobachtet. 14 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
null nullABG Sundal Collier
Pallav MittalBarclays
Ramchandra KamathBarclays