Brenntag (BNR) Resumen de Acciones
Brenntag SE se dedica a la distribución de productos químicos e ingredientes en Alemania, Estados Unidos, Reino Unido, China, Canadá, Italia, Polonia, Francia y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 4/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
BNR Community Fair Values
Create NarrativeSee what 35 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
€80.94
FV
26.4% infravalorado descuento intrínseco5.00%
Revenue growth p.a.
32
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Competidores de Brenntag SE
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | €59.54 |
| Máximo en las últimas 52 semanas | €63.76 |
| Mínimo de 52 semanas | €43.72 |
| Beta | 0.51 |
| Cambio en 1 mes | 8.25% |
| Variación en 3 meses | 0.44% |
| Cambio de 1 año | 6.82% |
| Variación en 3 años | -13.08% |
| Variación en 5 años | -29.25% |
| Variación desde la OPV | 230.78% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 22
BNR: Easing Pricing Tailwinds Will Pressure Margins And Limit Upside Potential
The analyst price target for Brenntag has been reduced by €10 to €57. Analysts are factoring in Brenntag's exposure to easing pricing tailwinds in certain regions, while also noting relatively resilient demand and a steadier pricing backdrop compared with some peers.Actualización de narrativa • Jun 06
BNR: Resilient Demand Expectations Will Still Leave Execution Risks In Focus
The analyst fair value estimate for Brenntag has increased from €42.00 to €44.00, reflecting higher price targets from analysts, including recent upgrades that cite more resilient second half demand and a smaller expected price roll off compared with peers. Analyst Commentary Recent research on Brenntag shows a mix of optimism and caution.
Actualización de narrativa • May 23
BNR: Resilient Demand And Higher Discount Rate Will Shape Fairly Balanced Outlook
The analyst price target for Brenntag has shifted from roughly €53.86 to about €56.43. Analysts cite more resilient second half demand, a smaller price roll off versus peers, and recent rating and target increases from several firms as key drivers of the change.Actualización de narrativa • May 01
BNR: Higher Discount Rate And Lower P E May Cap Share Price
Analysts have trimmed their Brenntag price target slightly from about €54.50 to roughly €53.86. This reflects updates to assumptions on discount rate, revenue growth, profit margin and future P/E following recent UBS and Deutsche Bank research.Recent updates
Actualización de narrativa • Jun 22
BNR: Easing Pricing Tailwinds Will Pressure Margins And Limit Upside Potential
The analyst price target for Brenntag has been reduced by €10 to €57. Analysts are factoring in Brenntag's exposure to easing pricing tailwinds in certain regions, while also noting relatively resilient demand and a steadier pricing backdrop compared with some peers.Actualización de narrativa • Jun 06
BNR: Resilient Demand Expectations Will Still Leave Execution Risks In Focus
The analyst fair value estimate for Brenntag has increased from €42.00 to €44.00, reflecting higher price targets from analysts, including recent upgrades that cite more resilient second half demand and a smaller expected price roll off compared with peers. Analyst Commentary Recent research on Brenntag shows a mix of optimism and caution.Actualización de narrativa • May 23
BNR: Resilient Demand And Higher Discount Rate Will Shape Fairly Balanced Outlook
The analyst price target for Brenntag has shifted from roughly €53.86 to about €56.43. Analysts cite more resilient second half demand, a smaller price roll off versus peers, and recent rating and target increases from several firms as key drivers of the change.Actualización de narrativa • May 01
BNR: Higher Discount Rate And Lower P E May Cap Share Price
Analysts have trimmed their Brenntag price target slightly from about €54.50 to roughly €53.86. This reflects updates to assumptions on discount rate, revenue growth, profit margin and future P/E following recent UBS and Deutsche Bank research.
Actualización de narrativa • Apr 15
BNR: Dividend And Epoxy Expansion Are Expected To Support Re Rating
Analysts have nudged their price target for Brenntag slightly higher to about €68, citing updated assumptions for revenue growth, profit margins and a lower future P/E multiple following recent research, including an upgrade at a major bank. Analyst Commentary Recent research points to a more constructive tone around Brenntag, with bullish analysts aligning their models to the updated assumptions on revenue growth, profit margins and future P/E multiples that underpin the new price target around €68.Actualización de narrativa • Apr 01
BNR: Sector Headwinds And Execution Risks Will Sustain Earnings Pressure
Narrative Update The analyst price target for Brenntag has been adjusted to €50. Analysts cite updated 2026 sector views, a more cautious stance on chemical distribution and staffing peers, and revised assumptions for discount rate, revenue growth, profit margin, and future P/E.Actualización de narrativa • Mar 18
BNR: Distribution Execution And Staffing Risks Will Sustain Earnings Pressure
Analysts have reduced their Brenntag price target to €50 from €63, citing a more cautious stance on chemical distribution and staffing within the broader European business services group. Analyst Commentary Bearish analysts have shifted to a more cautious stance on Brenntag, pointing to risks around execution in chemical distribution and staffing within the broader European business services group.Actualización de narrativa • Mar 04
BNR: Expanded Epoxy Partnership Will Support A More Constructive Long Term View
Our Brenntag narrative has been updated to reflect a lower analyst price target of €50, down from €63, as analysts factor in more cautious assumptions on revenue growth, profit margins and sector conditions, even while using a slightly higher discount rate and a higher future P/E multiple. Analyst Commentary The latest rating and price target move to €50 comes as part of a broader 2026 reassessment of European business services and chemical distribution names.Actualización de narrativa • Feb 18
BNR: Chemical Distribution Concerns Will Sustain Earnings Pressure And Extended Multiple Compression
Analysts have cut their price target on Brenntag to €50 from €63, reflecting a more cautious view on chemical distribution as they update their 2026 outlook and favor other business services names instead. Analyst Commentary Bearish analysts have moved Brenntag to a less favorable rating and cut the price target to €50 from €63, signaling a stricter view on what they are willing to pay for the shares in the medium term.Actualización de narrativa • Feb 03
BNR: Chemical Distribution Execution Risk Will Pressure Earnings And Sustain Multiple Compression
Narrative update on Brenntag Analysts have trimmed their average price target for Brenntag to €50 from €63. This reflects a more cautious view on chemical distribution and related business services, while still keeping fair value assumptions broadly unchanged.Actualización de narrativa • Jan 20
BNR: Staffing And Chemical Distribution Risks Will Pressure Earnings And Sustain Multiple Compression
Narrative Update on Brenntag Brenntag's analyst price target has been cut to €50 from €63, with analysts citing a more cautious view on chemical distribution and staffing exposure within their 2026 outlook. Analyst Commentary Bearish analysts have shifted their stance on Brenntag, cutting the price target to €50 from €63 and moving the rating to Underweight.Actualización de narrativa • Jan 06
BNR: Weaker Chemical Demand Will Pressure Earnings And Sustain Multiple Compression
Analysts have trimmed their average price targets on Brenntag to a range around €45 to €50, reflecting more cautious views on chemical distribution volumes and the company's growth profile. Analyst Commentary Recent research updates on Brenntag point to a more cautious stance on the stock, with several bearish analysts rethinking both ratings and price targets in light of concerns around chemical distribution and the company's growth profile.Artículo de análisis • Dec 31
Is There An Opportunity With Brenntag SE's (ETR:BNR) 49% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Brenntag fair value estimate is €96.93 Current share price of...Actualización de narrativa • Dec 18
BNR: Weaker Chemical Demand Will Pressure Earnings And Drive Multiple Compression
Analysts have reduced their price target on Brenntag from about EUR 47 to EUR 42. This reflects expectations for a weaker growth profile and a deteriorating chemical market backdrop, even as margins hold up and valuation multiples compress slightly.Actualización de narrativa • Dec 04
BNR: Share Price Will Rebound As Cost Efficiencies Support Earnings Resilience
The analyst price target for Brenntag has been trimmed slightly from EUR 54.67 to about EUR 54.50, as analysts factor in a weaker chemical market backdrop, lower expected growth, and modestly softer profitability assumptions. Analyst Commentary Recent Street research reflects a more cautious stance on Brenntag, with several firms lowering price targets and reassessing the companys risk reward profile in light of a softer chemical demand outlook.Artículo de análisis • Nov 29
Here's Why Brenntag (ETR:BNR) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Actualización de narrativa • Nov 20
BNR: Share Price Will Rebound As Chemical Market Challenges Ease
Brenntag's analyst fair value estimate has declined from €57.24 to €54.67, as analysts cite a weaker growth outlook and challenging chemical market conditions as reasons for the reduced price target. Analyst Commentary Recent analyst updates on Brenntag reflect a shift in sentiment as experts weigh the company’s outlook in the context of ongoing market challenges and valuation considerations.Artículo de análisis • Nov 09
Brenntag SE's (ETR:BNR) Shares May Have Run Too Fast Too Soon
It's not a stretch to say that Brenntag SE's ( ETR:BNR ) price-to-earnings (or "P/E") ratio of 15.8x right now seems...Actualización de narrativa • Nov 05
BNR: Share Price Will Reflect Sector Headwinds as Market Conditions Stabilize
Brenntag's consensus analyst price target has been lowered noticeably in recent updates. Analysts cite a challenging chemical market environment and expectations for slower growth as key factors behind the revised outlook.Actualización de narrativa • Oct 22
Analyst Commentary Signals Lower Growth Expectations as Brenntag Faces Reduced Price Targets
Brenntag's analyst price target has been revised downward by approximately EUR 3 to EUR 57, as analysts point to ongoing reductions in expected growth and profitability in light of a challenging market backdrop. Analyst Commentary Recent analyst coverage of Brenntag reflects a cautious sentiment across the market, with lowered price targets and revised outlooks highlighting ongoing concerns about the company's growth prospects and market challenges.Actualización de narrativa • Oct 08
Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value
Brenntag's analyst price target has been reduced by several euros, as analysts cite lower expectations for revenue growth, profit margins, and sector cyclicality. Analyst Commentary Recent street research updates reflect a mixed outlook on Brenntag, with several analysts adjusting their ratings and lowering price targets in light of the company’s ongoing performance and sector trends.Artículo de análisis • Sep 20
Return Trends At Brenntag (ETR:BNR) Aren't Appealing
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Actualización de narrativa • Sep 05
Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value
Analysts have maintained a cautious outlook on Brenntag due to its increased earnings cyclicality, macroeconomic uncertainties, and negative FX impacts, resulting in an unchanged consensus price target at €62.83. Analyst Commentary Bearish analysts cite increased cyclicality in Brenntag’s business versus specialty distributors, leading to greater earnings volatility.Artículo de análisis • Aug 15
Earnings Miss: Brenntag SE Missed EPS By 64% And Analysts Are Revising Their Forecasts
XTRA:BNR 1 Year Share Price vs Fair Value Explore Brenntag's Fair Values from the Community and select yours Brenntag...
Nueva narrativa • Nov 25
Decisive Acquisitions And Digital Innovations Propel Transformation Amid Challenges
Strategic focus on divisional optimization and cost containment is set to enhance revenue and improve net margins by reducing expenses.Rentabilidad de los accionistas
| BNR | DE Trade Distributors | Mercado DE | |
|---|---|---|---|
| 7D | 5.9% | 5.3% | -0.4% |
| 1Y | 6.8% | 5.6% | -0.8% |
Rentabilidad vs. Industria: BNR igualó a la industria German Trade Distributors, que obtuvo un rendimiento del 5.6% el año pasado.
Rentabilidad vs. Mercado: BNR superó al mercado German, que obtuvo un rendimiento del -0.8% el año pasado.
Volatilidad de los precios
| BNR volatility | |
|---|---|
| BNR Average Weekly Movement | 3.3% |
| Trade Distributors Industry Average Movement | 5.2% |
| Market Average Movement | 5.4% |
| 10% most volatile stocks in DE Market | 12.8% |
| 10% least volatile stocks in DE Market | 2.8% |
Precio estable de las acciones: BNR no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado German.
Volatilidad a lo largo del tiempo: La volatilidad semanal de BNR (3%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1874 | 17,300 | Jens Birgersson | www.brenntag.com |
Brenntag SE se dedica a la distribución de productos químicos e ingredientes en Alemania, Estados Unidos, Reino Unido, China, Canadá, Italia, Polonia, Francia y a escala internacional. Opera en dos segmentos, Brenntag Essentials y Brenntag Specialties. La empresa ofrece entregas justo a tiempo, mezclas de productos, mezclas, reenvasado, gestión de inventarios y manipulación de devoluciones de bidones, así como soluciones de aplicación, marketing y cadena de suministro, asistencia técnica y de formulación, amplios conocimientos normativos y soluciones digitales, como canales de venta digitales y plataformas de productos.
Resumen de fundamentos de Brenntag SE
| Estadísticas fundamentales de BNR | |
|---|---|
| Capitalización bursátil | €8.60b |
| Beneficios(TTM) | €227.60m |
| Ingresos (TTM) | €14.76b |
37.8x
Ratio precio-beneficio (PE)0.6x
Ratio precio-ventas (PS)¿Está BNR sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de BNR | |
|---|---|
| Ingresos | €14.76b |
| Coste de los ingresos | €11.00b |
| Beneficio bruto | €3.76b |
| Otros gastos | €3.53b |
| Beneficios | €227.60m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Aug 12, 2026
| Beneficios por acción (BPA) | 1.58 |
| Margen bruto | 25.48% |
| Margen de beneficio neto | 1.54% |
| Ratio deuda/patrimonio | 62.2% |
¿Cómo se ha desempeñado BNR a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.2%
Rentabilidad actual por dividendo120%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/17 06:17 |
| Precio de las acciones al final del día | 2026/07/17 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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 |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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
Brenntag SE está cubierta por 29 analistas. 14 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 |
|---|---|
| Volker Bosse | Baader Helvea Equity Research |
| Gaurav Jain | Barclays |
| James Stewart | Barclays |