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Borregaard ASAOB:BRG Aktienübersicht

Marktkapitalisierung NOK 14.5b
Aktienkurs
NOK 145.20
NOK 198.6
26.9% unterbewertet intrinsischer Abschlag
1Y-23.0%
7D-1.1%
Wert des Portfolios
Siehe

Borregaard ASA

OB:BRG Lagerbericht

Marktkapitalisierung: NOK 14.5b

Borregaard (BRG) Aktienübersicht

Borregaard ASA entwickelt, produziert und vermarktet spezialisierte Biochemikalien und Biomaterialien in Norwegen, dem übrigen Europa, Asien, den Vereinigten Staaten und international. Mehr Details

BRG grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung4/6
Künftiges Wachstum4/6
Vergangene Leistung2/6
Finanzielle Gesundheit6/6
Dividenden5/6

BRG Community Fair Values

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See what 24 others think this stock is worth. Follow their fair value or set your own to get alerts.

Borregaard ASA Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Borregaard
Historische Aktienkurse
Aktueller AktienkursNOK 145.20
52-Wochen-HochNOK 212.00
52-Wochen-TiefNOK 142.00
Beta0.59
1 Monat Veränderung-16.65%
3 Monate Veränderung-16.07%
1 Jahr Veränderung-23.01%
3 Jahre Veränderung-24.45%
5 Jahre Veränderung-20.92%
Veränderung seit IPO601.45%

Aktuelle Nachrichten und Updates

Narrativ-Update Apr 21

BRG: Dividend Support And Volume Outlook Will Underpin Future Upside

Analysts have trimmed the Borregaard fair value estimate by NOK 1.0 to NOK 198.6. This reflects slightly adjusted assumptions on discount rate, revenue growth, profit margins and future P/E following mixed recent research, including a lower price target and a downgrade alongside a separate upgrade. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent upgrade signals confidence that current pricing already reflects much of the previous caution baked into Borregaard's shares.
Narrativ-Update Apr 07

BRG: Dividend Support And Updated Volume Guidance Will Drive Future Upside

Narrative Update The analyst price target for Borregaard has been adjusted slightly from NOK 200 to around NOK 199.60, as analysts update their models with a lower discount rate, largely unchanged growth and margin assumptions, and a modestly higher future P/E, following a mix of recent upgrades and target cuts in Street research. Analyst Commentary Recent Street research around Borregaard has been mixed, with one upgrade and at least two cautious views.
Narrativ-Update Mar 23

BRG: Dividend Support And Stable Earnings Profile Will Drive Future Upside

Analysts kept the fair value estimate for Borregaard steady at NOK 200, with only very small tweaks to inputs like the discount rate, revenue growth, profit margin, and future P/E, reflecting recent price target cuts and more cautious views in Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the unchanged NOK 200 fair value estimate as a sign that the long term earnings and cash flow assumptions remain intact despite recent target cuts.

Recent updates

Narrativ-Update Apr 21

BRG: Dividend Support And Volume Outlook Will Underpin Future Upside

Analysts have trimmed the Borregaard fair value estimate by NOK 1.0 to NOK 198.6. This reflects slightly adjusted assumptions on discount rate, revenue growth, profit margins and future P/E following mixed recent research, including a lower price target and a downgrade alongside a separate upgrade. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent upgrade signals confidence that current pricing already reflects much of the previous caution baked into Borregaard's shares.
Narrativ-Update Apr 07

BRG: Dividend Support And Updated Volume Guidance Will Drive Future Upside

Narrative Update The analyst price target for Borregaard has been adjusted slightly from NOK 200 to around NOK 199.60, as analysts update their models with a lower discount rate, largely unchanged growth and margin assumptions, and a modestly higher future P/E, following a mix of recent upgrades and target cuts in Street research. Analyst Commentary Recent Street research around Borregaard has been mixed, with one upgrade and at least two cautious views.
Narrativ-Update Mar 23

BRG: Dividend Support And Stable Earnings Profile Will Drive Future Upside

Analysts kept the fair value estimate for Borregaard steady at NOK 200, with only very small tweaks to inputs like the discount rate, revenue growth, profit margin, and future P/E, reflecting recent price target cuts and more cautious views in Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the unchanged NOK 200 fair value estimate as a sign that the long term earnings and cash flow assumptions remain intact despite recent target cuts.
Narrativ-Update Mar 08

BRG: Dividend Support And Niche Margin Resilience Will Drive Future Upside

Analysts have trimmed their Borregaard price targets, with one key house cutting its view by NOK 45. This reflects a more cautious stance that also feeds into slightly lower assumed discount rates and P/E multiples in updated models.
Narrativ-Update Feb 22

BRG: Dividend And Margin Resilience Will Support Higher Future Fair Value

Analysts have trimmed their Borregaard price targets, with one cut of NOK 45 reflecting slightly higher discount rates and only marginal tweaks to long term revenue growth, profit margins and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts appear comfortable that only marginal adjustments to long term revenue growth, profit margins and future P/E assumptions are needed, which suggests they still view the core earnings profile as intact.
Analyseartikel Feb 08

Borregaard (OB:BRG) Is Increasing Its Dividend To NOK4.75

Borregaard ASA ( OB:BRG ) will increase its dividend from last year's comparable payment on the 27th of April to...
Narrativ-Update Feb 08

BRG: Dividend Policy And Higher Margins Will Support Future Fair Value

Analysts have reduced their fair value estimate for Borregaard from NOK 211.40 to NOK 200.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E following recent research, including a downgrade from SEB Equities. Analyst Commentary Bullish Takeaways Bullish analysts see the revised fair value of NOK 200.00 as still implying room for execution on revenue growth and margins, even after accounting for a higher discount rate and more cautious P/E assumptions.
Analyseartikel Feb 03

Is Now The Time To Look At Buying Borregaard ASA (OB:BRG)?

Borregaard ASA ( OB:BRG ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Narrativ-Update Jan 23

BRG: Government Support And Bio Project Will Continue To Underpin Fair Value

Analysts have trimmed their fair value estimate for Borregaard slightly from NOK 212.50 to about NOK 211.40, reflecting modest adjustments to the discount rate, revenue growth, profit margin and forward P/E inputs. Valuation Changes Fair Value Estimate has been adjusted slightly from NOK 212.50 to about NOK 211.40.
Narrativ-Update Jan 08

BRG: Government Support And Bio Project Will Support Fairly Valued Outlook

Analysts have kept their fair value estimate for Borregaard steady at NOK 212.50, with only slight technical adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E feeding into the updated price target rationale. Valuation Changes Fair Value: The fair value estimate is unchanged at NOK 212.50, with no modification to the central valuation point.
Narrativ-Update Dec 19

BRG: Government Support And Bio Project Will Support Stable Future Outlook

Analysts have marginally raised their price target on Borregaard to NOK 212.50, citing slightly lower discount rate assumptions while keeping revenue growth, profit margin, and future P E expectations essentially unchanged. What's in the News Norwegian Research Council awards Borregaard NOK 15 million for its Biomer innovation project, supporting development of bio based alternatives to fossil based polycarboxylates used in agriculture, industry, and household products (Norwegian Research Council) Biomer project to leverage Borregaard’s Sarpsborg biorefinery and wood chemistry expertise to convert Norwegian bioresources into greener polymers with a significantly lower environmental footprint (Norwegian Research Council) Valuation Changes The fair value estimate remains unchanged at NOK 212.50 per share, indicating no revision to the overall intrinsic value assessment.
Narrativ-Update Dec 05

BRG: Government Support And Stable Outlook Will Offset Temporary Production Disruption

Analysts have nudged their price target on Borregaard slightly higher to NOK 212.50, reflecting marginally lower discount rate assumptions and continued expectations for steady revenue growth, profit margins, and valuation multiples. What's in the News NOK 15 million in funding from the Norwegian Research Council will support Borregaard’s Biomer project, which aims to develop bio based alternatives to fossil based polycarboxylates used across agriculture, industry, and household products (Regulatory Authority: Compliance).
Narrativ-Update Nov 21

BRG: Recent Government Support Will Strengthen Outlook Amid Temporary Production Disruption

Analysts have maintained Borregaard's price target at NOK 212.50. This reflects continued confidence in the company’s financial outlook, despite only marginal adjustments to key assumptions.
Narrativ-Update Nov 06

BRG: Rising Bio-Based Support Will Drive Long-Term Upside Momentum

Analysts have revised Borregaard’s fair value target slightly downwards, from NOK 214.75 to NOK 212.50. They cite updated projections for profit margins and market conditions as influencing factors.
Narrativ-Update Oct 23

Analysts Adjust Borregaard Price Target and Valuation Following Recent Updates and Ongoing Developments

Analysts have slightly lowered their price target for Borregaard from NOK 217.50 to NOK 214.75. This change is due to minor adjustments in discount rate and valuation metrics after reviewing updated forecasts.
Analyseartikel Sep 17

Borregaard (OB:BRG) Is Experiencing Growth In Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Analyseartikel Sep 02

We Think Borregaard (OB:BRG) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyseartikel Jul 19

Analysts Are Updating Their Borregaard ASA (OB:BRG) Estimates After Its Second-Quarter Results

Shareholders might have noticed that Borregaard ASA ( OB:BRG ) filed its quarterly result this time last week. The...
Analyseartikel Jun 10

If EPS Growth Is Important To You, Borregaard (OB:BRG) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analyseartikel May 03

Borregaard ASA (OB:BRG) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Borregaard ASA ( OB:BRG ) just released its latest quarterly results and things are looking bullish. Results were good...
Analyseartikel Apr 04

Here's Why Borregaard ASA's (OB:BRG) CEO Compensation Is The Least Of Shareholders Concerns

Key Insights Borregaard to hold its Annual General Meeting on 10th of April CEO Per Sørlie's total compensation...
Analyseartikel Mar 19

There's Reason For Concern Over Borregaard ASA's (OB:BRG) Price

With a price-to-earnings (or "P/E") ratio of 21.5x Borregaard ASA ( OB:BRG ) may be sending very bearish signals at the...
User avatar
Neues Narrativ Feb 02

BioSolutions Expansion And Environmental Initiatives Will Benefit Future Operations

Focus on high-value products and specialization in BioSolutions and BioMaterials aims to improve product mix and enhance net margins.
Analyseartikel Feb 01

Borregaard ASA (OB:BRG) Just Released Its Yearly Earnings: Here's What Analysts Think

It's been a good week for Borregaard ASA ( OB:BRG ) shareholders, because the company has just released its latest...
Analyseartikel Jan 24

Returns Are Gaining Momentum At Borregaard (OB:BRG)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Analyseartikel Nov 21

Borregaard ASA's (OB:BRG) Business Is Yet to Catch Up With Its Share Price

Borregaard ASA's ( OB:BRG ) price-to-earnings (or "P/E") ratio of 22.5x might make it look like a strong sell right now...
Analyseartikel Sep 21

Here's Why Borregaard (OB:BRG) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Aug 31

Borregaard (OB:BRG) Shareholders Will Want The ROCE Trajectory To Continue

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analyseartikel Jul 23

Borregaard ASA's (OB:BRG) Share Price Not Quite Adding Up

With a price-to-earnings (or "P/E") ratio of 23.1x Borregaard ASA ( OB:BRG ) may be sending very bearish signals at the...
Analyseartikel Jun 22

Here's Why Borregaard (OB:BRG) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Jun 07

Calculating The Fair Value Of Borregaard ASA (OB:BRG)

Key Insights The projected fair value for Borregaard is kr223 based on 2 Stage Free Cash Flow to Equity Borregaard's...
Analyseartikel Apr 05

This Is Why We Think Borregaard ASA's (OB:BRG) CEO Might Get A Pay Rise Approved By Shareholders

Key Insights Borregaard's Annual General Meeting to take place on 11th of April CEO Per Sørlie's total compensation...
Analyseartikel Apr 05

This Is Why We Think Borregaard ASA's (OB:BRG) CEO Might Get A Pay Rise Approved By Shareholders

Key Insights Borregaard to hold its Annual General Meeting on 11th of April Salary of kr4.12m is part of CEO Per...
Analyseartikel Feb 12

These 4 Measures Indicate That Borregaard (OB:BRG) Is Using Debt Reasonably Well

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Jan 27

There's Reason For Concern Over Borregaard ASA's (OB:BRG) Price

When close to half the companies in Norway have price-to-earnings ratios (or "P/E's") below 11x, you may consider...
Analyseartikel Jan 06

Investors Will Want Borregaard's (OB:BRG) Growth In ROCE To Persist

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analyseartikel Nov 03

Calculating The Intrinsic Value Of Borregaard ASA (OB:BRG)

Key Insights Borregaard's estimated fair value is kr155 based on 2 Stage Free Cash Flow to Equity Current share price...
Analyseartikel Oct 19

Here's Why Borregaard (OB:BRG) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Sep 26

Is Now The Time To Put Borregaard (OB:BRG) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analyseartikel Sep 07

Borregaard (OB:BRG) Is Investing Its Capital With Increasing Efficiency

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...

Aktionärsrenditen

BRGNO ChemicalsNO Markt
7D-1.1%-0.3%0.5%
1Y-23.0%31.1%19.2%

Rendite im Vergleich zur Industrie: BRG unter dem Niveau der Branche Norwegian Chemicals , die im vergangenen Jahr eine Rendite von 31.1% erzielte.

Rendite vs. Markt: BRG hinter dem Markt Norwegian zurück, der im vergangenen Jahr eine Rendite von 19.2 erzielte.

Preisvolatilität

Is BRG's price volatile compared to industry and market?
BRG volatility
BRG Average Weekly Movement3.7%
Chemicals Industry Average Movement7.1%
Market Average Movement5.5%
10% most volatile stocks in NO Market11.8%
10% least volatile stocks in NO Market3.3%

Stabiler Aktienkurs: BRG hatte in den letzten 3 Monaten im Vergleich zum Norwegian -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: BRGDie wöchentliche Volatilität (4%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
20121,193Tom Foss-Jacobsenwww.borregaard.com

Borregaard ASA entwickelt, produziert und vermarktet spezialisierte Biochemikalien und Biomaterialien in Norwegen, im übrigen Europa, in Asien, in den Vereinigten Staaten und international. Das Unternehmen ist in drei Segmenten tätig: BioSolutions, BioMaterials und Feinchemikalien. Das Unternehmen entwickelt, produziert und verkauft Biopolymere und Biovanillin für die Agrochemie, Batterien, industrielle Bindemittel und das Bauwesen sowie für Aromen- und Duftstoffhersteller und die Lebensmittel- und Getränkeindustrie.

Borregaard ASA's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Borregaard im Vergleich zum Marktanteil des Unternehmens?
BRG grundlegende Statistiken
MarktanteilNOK 14.51b
Gewinn(TTM)NOK 551.00m
Umsatz(TTM)NOK 7.68b
26.3x
Kurs-Gewinn-Verhältnis
1.9x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
BRG Gewinn- und Verlustrechnung (TTM)
EinnahmenNOK 7.68b
Kosten der EinnahmenNOK 2.71b
BruttogewinnNOK 4.97b
Sonstige AusgabenNOK 4.42b
GewinnNOK 551.00m

Zuletzt gemeldete Gewinne

Mar 31, 2026

Datum des nächsten Gewinnberichts

Jul 16, 2026

Gewinn per Aktie (EPS)5.51
Bruttomarge64.71%
Nettogewinnspanne7.17%
Schulden/Eigenkapital-Verhältnis26.6%

Wie hat sich BRG auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

3.3%
Aktuelle Dividendenrendite
86%
Ausschüttungsquote

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/15 22:02
Aktienkurs zum Tagesende2026/05/15 00:00
Gewinne2026/03/31
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

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung 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

Borregaard ASA wird von 5 Analysten beobachtet. 5 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
Andres Castanos-MollorBerenberg
Elliott Geoffrey JonesDanske Bank