CSL (CSL) Resumen de Acciones
CSL Limited se dedica a la investigación, desarrollo, fabricación, comercialización y distribución de productos biofarmacéuticos y vacunas en Australia, Estados Unidos, Alemania, Reino Unido, Suiza, China, Hong Kong y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 4/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
CSL Community Fair Values
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Analyst Price Targets
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Lou_Basenese
Community ContributorUS$7.6FV • 75.1% infravalorado descuento intrínseco
5022.2%Revenue growth p.a.
3.7k
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Competidores de CSL Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | AU$124.84 |
| Máximo en las últimas 52 semanas | AU$275.79 |
| Mínimo de 52 semanas | AU$123.88 |
| Beta | 0.22 |
| Cambio en 1 mes | -12.19% |
| Variación en 3 meses | -31.19% |
| Cambio de 1 año | -51.31% |
| Variación en 3 años | -58.53% |
| Variación en 5 años | -54.52% |
| Variación desde la OPV | 15,505.16% |
Noticias y actualizaciones recientes
CSL: Manufacturing Expansion And CEO Transition Will Support Long Term Share Rebound
The CSL analyst price target has been trimmed by about A$9, as analysts now factor in slightly lower revenue growth, a modestly softer profit margin outlook, a marginally higher discount rate and a small reset in assumed future P/E multiples. Analyst Commentary Recent Street research on CSL and peers points to a mixed but useful read on how analysts are thinking about valuation, execution risk and growth expectations.CSL: Manufacturing Expansion And CEO Transition Will Support Future Share Recovery
Analysts have slightly increased CSL's fair value estimate to A$208.11, citing modest adjustments to the discount rate, revenue growth, profit margin and a higher assumed future P/E multiple as they reassess the stock following recent rating changes. Analyst Commentary Recent rating actions around CSL highlight a split in views on how much investors should pay for the stock at this stage, which feeds directly into the updated fair value estimate of A$208.11.CSL: Manufacturing Expansion And Horizon 2 Rollout Will Support Future Share Recovery
Narrative Update on CSL Analysts have adjusted CSL's fair value estimate from A$205.16 to A$207.81. This reflects updated views on its discount rate, revenue growth, profit margins and future P/E assumptions, alongside recent mixed rating actions on the stock.CSL: Manufacturing Expansion And Leadership Transition Will Support Future Share Recovery
Analysts have trimmed their CSL price target by about A$6 to reflect slightly lower long term fair value estimates, modestly higher discount rates and more conservative assumptions for revenue growth and profit margins, partially offset by a higher future P/E multiple. Analyst Commentary Recent Street research around CSL points to a mixed setup, with some firms taking a more constructive stance and others turning cautious.
CSL: The Dip Is the Opportunity
CSL: The Dip Is the Opportunity Most people look at CSL's stock chart right now and see a problem. Down 35% from its highs, margins cut in half, and a company in the middle of its biggest restructuring in decades.Recent updates
CSL: Manufacturing Expansion And CEO Transition Will Support Long Term Share Rebound
The CSL analyst price target has been trimmed by about A$9, as analysts now factor in slightly lower revenue growth, a modestly softer profit margin outlook, a marginally higher discount rate and a small reset in assumed future P/E multiples. Analyst Commentary Recent Street research on CSL and peers points to a mixed but useful read on how analysts are thinking about valuation, execution risk and growth expectations.CSL: Manufacturing Expansion And CEO Transition Will Support Future Share Recovery
Analysts have slightly increased CSL's fair value estimate to A$208.11, citing modest adjustments to the discount rate, revenue growth, profit margin and a higher assumed future P/E multiple as they reassess the stock following recent rating changes. Analyst Commentary Recent rating actions around CSL highlight a split in views on how much investors should pay for the stock at this stage, which feeds directly into the updated fair value estimate of A$208.11.CSL: Manufacturing Expansion And Horizon 2 Rollout Will Support Future Share Recovery
Narrative Update on CSL Analysts have adjusted CSL's fair value estimate from A$205.16 to A$207.81. This reflects updated views on its discount rate, revenue growth, profit margins and future P/E assumptions, alongside recent mixed rating actions on the stock.CSL: Manufacturing Expansion And Leadership Transition Will Support Future Share Recovery
Analysts have trimmed their CSL price target by about A$6 to reflect slightly lower long term fair value estimates, modestly higher discount rates and more conservative assumptions for revenue growth and profit margins, partially offset by a higher future P/E multiple. Analyst Commentary Recent Street research around CSL points to a mixed setup, with some firms taking a more constructive stance and others turning cautious.CSL: The Dip Is the Opportunity
CSL: The Dip Is the Opportunity Most people look at CSL's stock chart right now and see a problem. Down 35% from its highs, margins cut in half, and a company in the middle of its biggest restructuring in decades.CSL: Execution On Gene Therapy And Leadership Transition Will Support Share Recovery
Analysts have trimmed their CSL fair value estimate to A$210.90 from A$228.58 as updated assumptions on discount rate, revenue growth, profit margins and future P/E feed through into a lower overall price target. Analyst Commentary Recent research views on CSL have been mixed, with some analysts turning more cautious while others have taken a more constructive stance at different points.My view on CSL Limited is positive. It’s a high-quality growth stock with strong barriers to entry through its global plasma network.
One stock I find particularly compelling is CSL Limited (ASX: CSL), primarily due to its strong competitive positioning, structural growth drivers, and valuation complexity. From a fundamental perspective, CSL operates in the global plasma therapies and specialty pharmaceuticals market, where demand is relatively inelastic and supported by long-term healthcare trends.CSL's (ASX:CSL) Soft Earnings Are Actually Better Than They Appear
Feb 17
CSL: Share Recovery Will Be Supported By Execution And Recent Upgrade
Analysts have trimmed their fair value estimate for CSL to about A$228.58 from A$232.54, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent Street research on CSL points to a mix of optimism and caution, which helps explain the modest trim in fair value.
Seqirus Demerger And Cost Savings Will Shape A Steady Long Term Outlook
Catalysts About CSL CSL is a global biopharmaceutical group focused on plasma therapies, vaccines and specialty medicines addressing rare and serious diseases. What are the underlying business or industry changes driving this perspective?CSL: Share Recovery Will Be Driven By Seqirus Reset And Demerger Deferral
Analysts have raised their fair value target for CSL to A$232.54. This reflects slightly adjusted assumptions for revenue growth, profit margins and future P/E multiples after recent upgrades and renewed interest in the shares.CSL: Shares Will Recover As Seqirus Reset And Demerger Deferral Settle
Analysts have trimmed their CSL price target slightly, with fair value moving from about A$236.57 to A$232.45, as they factor in softer Seqirus vaccination trends and the deferred vaccine demerger, while still seeing the recent share pullback as an opportunity to re-engage with the stock. Analyst Commentary Recent research on CSL focuses heavily on the updated outlook for Seqirus, the indefinitely deferred vaccine demerger, and where the current share price sits relative to revised fair value estimates.CSL: Shares Will Recover As Seqirus Drag Fades After AGM Downgrade
Analysts have nudged down their price target on CSL by A$5 to reflect slightly softer long term revenue growth assumptions and a modestly higher discount rate, even as they highlight resilient margins and view the recent selloff as an opportunity to re engage with the shares. Analyst Commentary Recent commentary around CSL reflects a more constructive stance on the stock despite near term earnings noise, with valuation support emerging after the sharp pullback.CSL: Shares Will Recover As Seqirus Headwinds Ease After Recent Pullback
Analysts have trimmed their price target on CSL slightly, from about A$230 to A$225, reflecting tempered expectations for Seqirus amid weaker U.S. vaccination trends and the indefinite deferral of the planned vaccine business demerger, even as they note that the recent share price correction has opened a more attractive entry point. Analyst Commentary Analyst views on CSL have turned more constructive following the share price pullback, even as earnings expectations have been nudged lower to reflect the softer outlook for Seqirus.CSL: Share Price Will Rebound After Vaccine Demerger Deferral And Segment Headwinds
Analysts have marginally increased their fair value estimate for CSL from $246.49 to $246.96. This reflects a cautiously optimistic outlook as concerns over segment performance and revised vaccination forecasts are balanced by expectations of a market overreaction and longer-term recovery potential.CSL: Share Price Correction Will Present Opportunity As Vaccine Uncertainty Eases
CSL's analyst price target has been lowered from A$280.61 to A$246.49, reflecting analysts' revised expectations following recent updates about weaker revenue growth, a more cautious profit margin outlook, and continued challenges in key business units. Analyst Commentary Market analysts have offered mixed perspectives on CSL following recent trading updates and management commentary, resulting in shifts in both ratings and price targets.Analysts Adjust CSL Outlook as Valuation Rises Amid Mixed Market Sentiment and Company Updates
CSL's fair value estimate has increased modestly by $0.23 to $280.61, as analysts factor in softened revenue and profit margin assumptions in light of near-term challenges in end-market demand and distributor activity. Analyst Commentary Recent street research reflects both cautious and optimistic views toward CSL's near-term execution and longer-term prospects.Operational Improvements Will Unlock Biotech Potential And China Market Expansion
The analyst consensus price target for CSL has been revised downward by 1.5% to $280.38. Analysts cite near-term uncertainties in end-market demand and distribution dynamics as key factors in the updated valuation.CSL Limited's (ASX:CSL) Share Price Not Quite Adding Up
Sep 25Operational Improvements Will Unlock Biotech Potential And China Market Expansion
Despite the consensus Analyst Price Target for CSL remaining largely unchanged, the significant increase in Future P/E from 26.27x to 40.16x indicates investor expectations for higher earnings growth or a premium valuation, resulting in only a marginal fair value decrease to A$284.79. What's in the News CSL plans to demerge its influenza vaccine division, CSL Seqirus, into a separately listed company by end of FY26, along with job cuts and a share repurchase program to allow strategic autonomy.Advancements In iNOMi Technology And HEMGENIX Will Strengthen Market Position
CSL's consensus price target has been revised downward, reflecting a material drop in expected revenue growth alongside a sharply higher future P/E ratio, with fair value now set at A$291.99. What's in the News CSL expects group revenue growth of approximately 4-5% and NPATA growth of 7-10% for FY26, excluding non-recurring restructuring costs.Is CSL Limited (ASX:CSL) Trading At A 43% Discount?
Aug 07Here's Why CSL (ASX:CSL) Can Manage Its Debt Responsibly
Jun 14CSL is undervalued in High Tax Scenario
CSL Behring: This is CSL's largest segment and the global leader (#1) in plasma therapies within an estimated US$30 billion industry.11 It focuses on researching, developing, manufacturing, and distri
Advancements In iNOMi Technology And HEMGENIX Will Strengthen Market Position
Advancements in plasma collection and operational efficiencies are set to reduce costs and improve CSL Behring's margins, potentially boosting overall earnings.Rentabilidad de los accionistas
| CSL | AU Biotechs | Mercado AU | |
|---|---|---|---|
| 7D | -4.0% | -3.1% | -1.4% |
| 1Y | -51.3% | -47.9% | 6.2% |
Rentabilidad vs. Industria: Los resultados de CSL fueron inferiores a los de la industria Australian Biotechs, que obtuvo un rendimiento del -47.9% el año pasado.
Rentabilidad vs. Mercado: CSL obtuvo unos resultados inferiores a los del mercado Australian, que fueron del 6.2% el año pasado.
Volatilidad de los precios
| CSL volatility | |
|---|---|
| CSL Average Weekly Movement | 4.3% |
| Biotechs Industry Average Movement | 10.8% |
| Market Average Movement | 10.6% |
| 10% most volatile stocks in AU Market | 17.5% |
| 10% least volatile stocks in AU Market | 4.5% |
Precio estable de las acciones: CSL no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Australian.
Volatilidad a lo largo del tiempo: La volatilidad semanal de CSL (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1916 | 29,904 | Gordon Naylor | www.csl.com |
CSL Limited se dedica a la investigación, desarrollo, fabricación, comercialización y distribución de productos biofarmacéuticos y vacunas en Australia, Estados Unidos, Alemania, Reino Unido, Suiza, China, Hong Kong e internacionalmente. La empresa opera a través de los segmentos CSL Behring, CSL Seqirus y CSL Vifor. El segmento CSL Behring fabrica, comercializa y distribuye hemoderivados, terapias génicas y recombinantes.
Resumen de fundamentos de CSL Limited
| Estadísticas fundamentales de CSL | |
|---|---|
| Capitalización bursátil | AU$59.58b |
| Beneficios(TTM) | AU$1.94b |
| Ingresos (TTM) | AU$21.42b |
30.8x
Ratio precio-beneficio (PE)2.8x
Ratio precio-ventas (PS)¿Está CSL sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de CSL | |
|---|---|
| Ingresos | US$15.41b |
| Coste de los ingresos | US$7.42b |
| Beneficio bruto | US$7.99b |
| Otros gastos | US$6.60b |
| Beneficios | US$1.40b |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
Aug 18, 2026
| Beneficios por acción (BPA) | 2.91 |
| Margen bruto | 51.87% |
| Margen de beneficio neto | 9.06% |
| Ratio deuda/patrimonio | 46.7% |
¿Cómo se ha desempeñado CSL a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.3%
Rentabilidad actual por dividendo101%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/01 08:34 |
| Precio de las acciones al final del día | 2026/05/01 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/06/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
CSL Limited está cubierta por 27 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Saul Hadassin | Barrenjoey Markets Pty Limited |
| Thomas Wakim | Bell Potter |
| Lyanne Harrison | BofA Global Research |