DSM-Firmenich (DSFIR) Resumen de Acciones
DSM-Firmenich AG ofrece soluciones de nutrición, salud y belleza en Suiza, Países Bajos, resto de Europa, Oriente Medio y África, Norteamérica, Latinoamérica, China y resto de Asia. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 5/6 |
| Dividendos | 2/6 |
DSFIR Community Fair Values
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Analyst Price Targets
Competidores de DSM-Firmenich AG
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | €94.38 |
| Máximo en las últimas 52 semanas | €95.00 |
| Mínimo de 52 semanas | €55.22 |
| Beta | 0.56 |
| Cambio en 1 mes | 13.06% |
| Variación en 3 meses | 45.20% |
| Cambio de 1 año | 15.07% |
| Variación en 3 años | 10.96% |
| Variación en 5 años | n/a |
| Variación desde la OPV | -19.85% |
Noticias y actualizaciones recientes
Artículo de análisis • Aug 07
We Think That There Are More Issues For DSM-Firmenich (AMS:DSFIR) Than Just Sluggish Earnings
DSM-Firmenich AG's ( AMS:DSFIR ) stock showed strength, with investors undeterred by its weak earnings report. We think...
Actualización de narrativa • Aug 05
DSFIR: Elevated Multiple And Margin Uncertainty Will Pressure Future Share Buyback Support
DSM-Firmenich's analyst price target has moved from €60.56 to €67.00, with analysts pointing to higher assumed revenue growth, a slightly lower discount rate, and a higher future P/E multiple as they refresh their views following several upward price target revisions across the Street. Analyst Commentary Recent research on DSM-Firmenich shows a wide spread of views on the stock, with price targets ranging from the mid €60s through to above €100.
Actualización de narrativa • Jul 22
DSFIR: Share Repurchase Program Will Drive Bullish Re Rating Potential
The analyst price target for DSM-Firmenich has been raised from €103 to about €115. Analysts point to slightly higher assumed revenue growth, a modestly stronger profit margin profile, and a higher future P/E assumption as key drivers of the revised valuation.Actualización de narrativa • Jul 08
DSFIR: Share Buyback And Dual Listing Will Drive Re Rating Potential
The analyst price target for DSM-Firmenich has been revised to €103.00 from €98.68, with analysts pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, along with a series of recent price target changes across the Street ranging from €60 to €99. Analyst Commentary Recent research on DSM-Firmenich shows a wide range of views, but there is a clear group of bullish analysts who see room for the stock to move closer to the upper end of current target ranges.Recent updates
Artículo de análisis • Aug 07
We Think That There Are More Issues For DSM-Firmenich (AMS:DSFIR) Than Just Sluggish Earnings
DSM-Firmenich AG's ( AMS:DSFIR ) stock showed strength, with investors undeterred by its weak earnings report. We think...Actualización de narrativa • Aug 05
DSFIR: Elevated Multiple And Margin Uncertainty Will Pressure Future Share Buyback Support
DSM-Firmenich's analyst price target has moved from €60.56 to €67.00, with analysts pointing to higher assumed revenue growth, a slightly lower discount rate, and a higher future P/E multiple as they refresh their views following several upward price target revisions across the Street. Analyst Commentary Recent research on DSM-Firmenich shows a wide spread of views on the stock, with price targets ranging from the mid €60s through to above €100.Actualización de narrativa • Jul 22
DSFIR: Share Repurchase Program Will Drive Bullish Re Rating Potential
The analyst price target for DSM-Firmenich has been raised from €103 to about €115. Analysts point to slightly higher assumed revenue growth, a modestly stronger profit margin profile, and a higher future P/E assumption as key drivers of the revised valuation.Actualización de narrativa • Jul 08
DSFIR: Share Buyback And Dual Listing Will Drive Re Rating Potential
The analyst price target for DSM-Firmenich has been revised to €103.00 from €98.68, with analysts pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, along with a series of recent price target changes across the Street ranging from €60 to €99. Analyst Commentary Recent research on DSM-Firmenich shows a wide range of views, but there is a clear group of bullish analysts who see room for the stock to move closer to the upper end of current target ranges.
Actualización de narrativa • Jun 24
DSFIR: Share Buyback And New Listing Plan Will Shape Future Re Rating
The updated analyst price target for DSM-Firmenich now sits at €79.37, a marginal adjustment from €79.82. This reflects a blend of more cautious discounting and slightly revised assumptions on revenue growth, profitability, and future P/E as analysts react to recent mixed target changes across the Street.Actualización de narrativa • Jun 08
DSFIR: Share Buyback And Dual Listing Will Support Re Rating
Analysts have adjusted the DSM-Firmenich price target to reflect a slightly higher fair value, moving from about €98.08 to around €98.68, as recent research points to revised assumptions on revenue growth, profit margins and future P/E. This comes against a mixed backdrop of price target changes across the Street, including moves between €60 and €87.Actualización de narrativa • May 24
DSFIR: Reset Profitability Expectations Will Pressure Future Margin Resilience
Analysts have reduced the DSM-Firmenich fair value estimate to about €60.56, down from €67.00. This change reflects a series of lower price targets from several banks, along with more cautious assumptions for growth, margins and valuation multiples.Actualización de narrativa • May 09
DSFIR: Share Buyback Plan Will Support Re Rating Despite Mixed Earnings Views
DSM-Firmenich's updated analyst price target moves from €100.84 to €98.08, as analysts factor in slightly higher revenue growth and profit margin assumptions, along with a marginally higher discount rate and a lower future P/E, echoing recent mixed revisions across the Street. Analyst Commentary Recent research shows a mix of price target cuts and one later upward revision, which points to differing views on how quickly DSM-Firmenich can execute on its plans and how the current valuation lines up with earnings expectations.Actualización de narrativa • Apr 21
DSFIR: Share Buyback And Execution Discipline Will Support Future Re Rating
The analyst price target for DSM-Firmenich has been trimmed by around €2 to €79.82, reflecting analysts' recalibrated fair value assumptions after several recent target cuts and rating changes across the Street. Analyst Commentary Recent research updates on DSM-Firmenich point to a more cautious stance on valuation, with several firms revising price targets and ratings while still highlighting selective areas of support for the equity story.Actualización de narrativa • Apr 06
DSFIR: Share Buyback Plan Will Support Re Rating Despite Earnings Headwinds
The analyst price target for DSM-Firmenich is now more closely aligned with the recent Street range, moving from about €146 to roughly €101 as analysts factor in lower target prices, a slightly higher discount rate, and a more conservative future P/E multiple, despite updated revenue growth assumptions. Analyst Commentary Recent Street research on DSM-Firmenich centers on lower price targets and ratings changes, with analysts reassessing assumptions around earnings, consumer demand, and currency effects.Actualización de narrativa • Mar 23
DSFIR: Share Buyback And Market Share Defense Will Support Future Re Rating
DSM-Firmenich's analyst price target has been reduced by around €1.70 to €81.60, reflecting a series of recent target cuts and downgrades from banks as analysts factor in softer earnings expectations and a slightly lower profit margin outlook. Analyst Commentary Recent research updates show a clear reset in expectations for DSM-Firmenich, with several banks cutting price targets and some shifting to more neutral ratings as they reassess earnings power and valuation.Actualización de narrativa • Mar 09
DSFIR: Market Share Defense Will Offset Softer U.S. Demand And Currency Headwinds
We trim our fair value estimate for DSM-Firmenich to €83.30 from €96.62, reflecting a lower blended price target as analysts factor in softer U.S. consumer confidence, currency headwinds, and more muted medium term growth expectations, despite still supportive views from some houses. Analyst Commentary Recent Street research on DSM-Firmenich points to a more cautious stance on the shares, with several price target cuts and rating changes feeding into the reduced fair value estimate.Actualización de narrativa • Feb 22
DSFIR: Softer U.S. Demand And Full Valuation Will Shape Future Margin Resilience
Analysts have trimmed their fair value estimate for DSM-Firmenich to €67 from €70, reflecting lower price targets and more cautious earnings assumptions tied to softer U.S. consumer confidence, currency headwinds, and what they describe as a full valuation with limited EBITDA growth visibility into 2026. Analyst Commentary Recent Street research has turned more cautious on DSM-Firmenich, with several bearish analysts trimming price targets and moving to more neutral stances.Actualización de narrativa • Feb 08
DSFIR: Chinese Competition And Commoditization Risks Will Shape Future Margin Resilience
Analysts have reduced their fair value estimate for DSM-Firmenich to €70.00 from €71.89, reflecting lower price targets and more cautious views on growth potential and competitive pressures highlighted in recent research updates. Analyst Commentary Recent research has turned more cautious, with several bearish analysts trimming price targets and, in some cases, downgrading their stance on DSM-Firmenich.Actualización de narrativa • Jan 25
DSFIR: Market Share Defense Will Counter Rising European Commoditization Risk
The analyst fair value estimate for DSM-Firmenich has been reduced from €100.20 to €96.62, as analysts factor in lower assumed revenue growth and profit margins, slightly higher discount rates, and recent Street research highlighting full valuation, limited EBITDA growth prospects in 2026, and rising commoditization risks in European consumer ingredients. Analyst Commentary Recent Street research on DSM-Firmenich points to a more balanced view of the shares, with several firms trimming price targets and some shifting to more neutral stances.Actualización de narrativa • Jan 10
DSFIR: Market Share Defense Will Offset European Commoditization And Chinese Pricing Pressures
We have trimmed our fair value estimate for DSM-Firmenich from €102.00 to €100.20, reflecting analysts' lower price targets, slightly higher discount rate assumptions, and more cautious profit margin expectations, even as they factor in revised longer term revenue growth and P/E inputs. Analyst Commentary Recent Street research on DSM-Firmenich has turned more mixed, with several firms trimming price targets and shifting ratings as they reassess upside versus execution risks.Actualización de narrativa • Dec 14
DSFIR Commoditization And Chinese Competition Will Shape Future Margin Resilience Narrative
Analysts have reduced their average price target for DSM-Firmenich by roughly EUR 15, reflecting heightened concern over commoditization risks in European consumer ingredients, as well as intensifying competitive and pricing pressures from China. Analyst Commentary Bearish analysts have increasingly framed the recent wave of price target cuts as a reassessment of DSM-Firmenich's near term earnings power, with lower expectations for margin resilience in consumer ingredients.Actualización de narrativa • Nov 29
DSFIR: Market Share Defense Will Overcome Mounting European Competition Risks
Analysts have reduced their price targets for DSM-Firmenich by notable amounts, with recent estimates moving downward. Concerns about increased competition and pricing pressure are weighing on sentiment.Artículo de análisis • Nov 26
DSM-Firmenich AG's (AMS:DSFIR) Shareholders Might Be Looking For Exit
When close to half the companies in the Chemicals industry in the Netherlands have price-to-sales ratios (or "P/S...Actualización de narrativa • Nov 15
DSFIR: Competitive Risks Will Ease As European Pricing Pressure Moderates
The analyst fair value target for DSM-Firmenich has been lowered from €105.70 to €102.00. Analysts cite concerns about increased commoditization risks, competitive pressure, and adjustments to growth and profitability outlooks.Actualización de narrativa • Nov 01
DSFIR: Resilient Consumer Health Demand Will Drive Performance Amid Pricing Pressure
Analysts have reduced their price target for DSM-Firmenich from €108.45 to €105.70. They cite slightly lower revenue growth expectations and modest adjustments to valuation assumptions as the reasons for this change.Artículo de análisis • Oct 19
Is It Time To Consider Buying DSM-Firmenich AG (AMS:DSFIR)?
Today we're going to take a look at the well-established DSM-Firmenich AG ( AMS:DSFIR ). The company's stock received a...Actualización de narrativa • Oct 18
Health And Bio-Based Trends Will Drive Future Success
The fair value estimate for DSM-Firmenich has been slightly reduced from €108.95 to €108.45. This change reflects updated analyst projections citing modest adjustments to revenue growth and profit margin expectations.Actualización de narrativa • Oct 04
Health And Bio-Based Trends Will Drive Future Success
Analysts have lowered their price target for DSM-Firmenich from €114.65 to €108.95. They cite reduced expectations for revenue growth and a higher discount rate, despite a marginal improvement in profit margins and future valuation metrics.Artículo de análisis • Sep 28
DSM-Firmenich (AMS:DSFIR) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Actualización de narrativa • Sep 19
Health And Bio-Based Trends Will Drive Future Success
Consensus price targets for DSM-Firmenich have been revised downward due to persistent earnings headwinds, weaker-than-expected Nutrition demand, and margin pressures from currency and input costs, partially offset by confidence in long-term synergies and portfolio optimization, resulting in a new fair value of €114.65 (down from €117.70). Analyst Commentary Bearish analysts point to persistent earnings headwinds and industry-wide pricing pressure driving down near-term profitability.Actualización de narrativa • Sep 04
Health And Bio-Based Trends Will Drive Future Success
With both the future P/E ratio and consensus revenue growth forecasts remaining essentially unchanged, analysts have maintained DSM-Firmenich’s fair value estimate at €117.70. What's in the News DSM-Firmenich launched Lacteol® diarrhEase™ Kids, a top pediatrician-recommended postbiotic for children as young as six months, in the U.S. market.
Nueva narrativa • Feb 23
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.Rentabilidad de los accionistas
| DSFIR | NL Chemicals | Mercado NL | |
|---|---|---|---|
| 7D | 1.9% | 1.8% | 3.3% |
| 1Y | 15.1% | 11.8% | 42.4% |
Rentabilidad vs. Industria: DSFIR superó a la industria Dutch Chemicals, que obtuvo un rendimiento del 11.8% el año pasado.
Rentabilidad vs. Mercado: DSFIR obtuvo unos resultados inferiores a los del mercado Dutch, que fueron del 42.4% el año pasado.
Volatilidad de los precios
| DSFIR volatility | |
|---|---|
| DSFIR Average Weekly Movement | 5.6% |
| Chemicals Industry Average Movement | 4.4% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in NL Market | 8.0% |
| 10% least volatile stocks in NL Market | 2.3% |
Precio estable de las acciones: DSFIR no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Dutch.
Volatilidad a lo largo del tiempo: La volatilidad semanal de DSFIR (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1902 | 20,786 | Dimitri de Vreeze | www.dsm-firmenich.com |
DSM-Firmenich AG ofrece soluciones de nutrición, salud y belleza en Suiza, Países Bajos, resto de Europa, Oriente Medio y África, Norteamérica, Latinoamérica, China y resto de Asia. La empresa opera a través de cuatro segmentos: Perfumería y Belleza; Sabor, Textura y Salud; Salud, Nutrición y Cuidado; y Nutrición y Salud Animal. Perfumería y Belleza crea aromas utilizando ingredientes naturales, sintéticos y biotecnológicos.
Resumen de fundamentos de DSM-Firmenich AG
| Estadísticas fundamentales de DSFIR | |
|---|---|
| Capitalización bursátil | €23.31b |
| Beneficios(TTM) | €324.00m |
| Ingresos (TTM) | €9.06b |
72.0x
Ratio precio-beneficio (PE)2.6x
Ratio precio-ventas (PS)¿Está DSFIR sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de DSFIR | |
|---|---|
| Ingresos | €9.06b |
| Coste de los ingresos | €5.51b |
| Beneficio bruto | €3.55b |
| Otros gastos | €3.22b |
| Beneficios | €324.00m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
Feb 18, 2027
| Beneficios por acción (BPA) | 1.31 |
| Margen bruto | 39.18% |
| Margen de beneficio neto | 3.58% |
| Ratio deuda/patrimonio | 37.6% |
¿Cómo se ha desempeñado DSFIR a largo plazo?
Ver rendimiento histórico y comparativaDividendos
2.6%
Rentabilidad actual por dividendo195%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/10 10:44 |
| Precio de las acciones al final del día | 2026/08/10 00:00 |
| Beneficios | 2026/06/30 |
| 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 |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| 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
DSM-Firmenich AG está cubierta por 44 analistas. 19 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 |
|---|---|
| Jennifer Barker | Barclays |
| Alexander Sloane | Barclays |
| Sebastian Bray | Berenberg |