Borregaard (BRG) Resumen de Acciones
Borregaard ASA se dedica al desarrollo, producción y comercialización de productos bioquímicos y biomateriales especializados en Noruega, el resto de Europa, Asia, Estados Unidos y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 6/6 |
| Dividendos | 3/6 |
BRG Community Fair Values
Create NarrativeSee what 24 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Borregaard ASA
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | NOK 157.80 |
| Máximo en las últimas 52 semanas | NOK 212.00 |
| Mínimo de 52 semanas | NOK 137.60 |
| Beta | 0.57 |
| Cambio en 1 mes | 3.95% |
| Variación en 3 meses | 8.68% |
| Cambio de 1 año | -22.84% |
| Variación en 3 años | 1.02% |
| Variación en 5 años | -31.09% |
| Variación desde la OPV | 662.32% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 25
BRG: Reset Expectations And Buybacks Will Support Future Earnings Reappraisal
Borregaard's analyst price target has been revised to NOK 174 from NOK 183.80, as analysts factor in slightly lower revenue growth and profit margin assumptions, alongside a modestly reduced future P/E multiple. They view much of the recent "bad news" as already reflected in the stock.Actualización de narrativa • Jun 04
BRG: Dividend Support And Margin Resilience Will Underpin Future Upside
The analyst fair value estimate for Borregaard has moved from NOK 198.60 to NOK 183.80 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E following recent supportive research updates from Danske Bank and Kepler Cheuvreux. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent research updates support a more constructive view on Borregaard's earnings power, which feeds directly into a higher comfort level around the updated fair value range.Recent updates
Actualización de narrativa • Jun 25
BRG: Reset Expectations And Buybacks Will Support Future Earnings Reappraisal
Borregaard's analyst price target has been revised to NOK 174 from NOK 183.80, as analysts factor in slightly lower revenue growth and profit margin assumptions, alongside a modestly reduced future P/E multiple. They view much of the recent "bad news" as already reflected in the stock.Actualización de narrativa • Jun 04
BRG: Dividend Support And Margin Resilience Will Underpin Future Upside
The analyst fair value estimate for Borregaard has moved from NOK 198.60 to NOK 183.80 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E following recent supportive research updates from Danske Bank and Kepler Cheuvreux. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent research updates support a more constructive view on Borregaard's earnings power, which feeds directly into a higher comfort level around the updated fair value range.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...
Nueva narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Rentabilidad de los accionistas
| BRG | NO Chemicals | Mercado NO | |
|---|---|---|---|
| 7D | -0.6% | -1.5% | 0.9% |
| 1Y | -22.8% | 7.9% | 19.6% |
Rentabilidad vs. Industria: Los resultados de BRG fueron inferiores a los de la industria Norwegian Chemicals, que obtuvo un rendimiento del 7.9% el año pasado.
Rentabilidad vs. Mercado: BRG obtuvo unos resultados inferiores a los del mercado Norwegian, que fueron del 19.6% el año pasado.
Volatilidad de los precios
| BRG volatility | |
|---|---|
| BRG Average Weekly Movement | 3.3% |
| Chemicals Industry Average Movement | 5.6% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in NO Market | 9.7% |
| 10% least volatile stocks in NO Market | 2.7% |
Precio estable de las acciones: BRG no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Norwegian.
Volatilidad a lo largo del tiempo: La volatilidad semanal de BRG (3%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2012 | 1,193 | Tom Foss-Jacobsen | www.borregaard.com |
Borregaard ASA se dedica al desarrollo, producción y comercialización de productos bioquímicos especializados y biomateriales en Noruega, el resto de Europa, Asia, Estados Unidos y a escala internacional. Opera en tres segmentos: BioSolutions, BioMaterials y Fine Chemicals. La empresa desarrolla, produce y vende biopolímeros y biovanillina para productos agroquímicos, baterías, aglutinantes industriales y construcción, así como para empresas de aromas y fragancias y para la industria alimentaria y de bebidas.
Resumen de fundamentos de Borregaard ASA
| Estadísticas fundamentales de BRG | |
|---|---|
| Capitalización bursátil | NOK 15.58b |
| Beneficios(TTM) | NOK 169.00m |
| Ingresos (TTM) | NOK 7.75b |
93.0x
Ratio precio-beneficio (PE)2.0x
Ratio precio-ventas (PS)¿Está BRG sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de BRG | |
|---|---|
| Ingresos | NOK 7.75b |
| Coste de los ingresos | NOK 2.79b |
| Beneficio bruto | NOK 4.96b |
| Otros gastos | NOK 4.80b |
| Beneficios | NOK 169.00m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
Oct 28, 2026
| Beneficios por acción (BPA) | 1.70 |
| Margen bruto | 64.04% |
| Margen de beneficio neto | 2.18% |
| Ratio deuda/patrimonio | 32.4% |
¿Cómo se ha desempeñado BRG a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.0%
Rentabilidad actual por dividendo281%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/11 19:13 |
| Precio de las acciones al final del día | 2026/08/11 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 |
|
|
| 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
Borregaard ASA está cubierta por 6 analistas. 5 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 |
|---|---|
| null null | ABG Sundal Collier |
| Sebastian Bray | Berenberg |
| Andres Castanos-Mollor | Berenberg |