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Borregaard ASAInforme acción OB:BRG

Capitalización bursátil NOK 14.7b
Precio de las acciones
NOK 146.80
NOK 198.6
26.1% infravalorado descuento intrínseco
1Y-22.2%
7D-2.0%
Valor de la cartera
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Borregaard ASA

Informe acción OB:BRG

Capitalización de mercado: NOK 14.7b

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

Análisis fundamental de BRG
Puntuación del snowflake
Valoración4/6
Crecimiento futuro4/6
Rendimiento pasado2/6
Salud financiera6/6
Dividendos5/6

BRG Community Fair Values

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Competidores de Borregaard ASA

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Borregaard
Precios históricos de las acciones
Precio actual de la acciónNOK 146.00
Máximo en las últimas 52 semanasNOK 212.00
Mínimo de 52 semanasNOK 142.00
Beta0.59
Cambio en 1 mes-17.33%
Variación en 3 meses-16.57%
Cambio de 1 año-22.17%
Variación en 3 años-22.26%
Variación en 5 años-18.80%
Variación desde la OPV605.31%

Noticias y actualizaciones recientes

Actualización del análisis 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 del análisis 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 del análisis 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

Actualización del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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...
User avatar
Nuevo análisis 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

BRGNO ChemicalsMercado NO
7D-2.0%-1.2%-3.0%
1Y-22.2%37.2%22.6%

Rentabilidad vs. Industria: Los resultados de BRG fueron inferiores a los de la industria Norwegian Chemicals, que obtuvo un rendimiento del 37.2% el año pasado.

Rentabilidad vs. Mercado: BRG obtuvo unos resultados inferiores a los del mercado Norwegian, que fueron del 22.6% el año pasado.

Volatilidad de los precios

Is BRG's price volatile compared to industry and market?
BRG volatility
BRG Average Weekly Movement3.7%
Chemicals Industry Average Movement7.3%
Market Average Movement5.5%
10% most volatile stocks in NO Market11.6%
10% least volatile stocks in NO Market3.3%

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 (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
20121,193Tom Foss-Jacobsenwww.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

¿Cómo se comparan los beneficios e ingresos de Borregaard con su capitalización de mercado?
Estadísticas fundamentales de BRG
Capitalización bursátilNOK 14.67b
Beneficios(TTM)NOK 551.00m
Ingresos (TTM)NOK 7.68b
26.5x
Ratio precio-beneficio (PE)
1.9x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de BRG
IngresosNOK 7.68b
Coste de los ingresosNOK 2.71b
Beneficio brutoNOK 4.97b
Otros gastosNOK 4.42b
BeneficiosNOK 551.00m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

Jul 16, 2026

Beneficios por acción (BPA)5.51
Margen bruto64.71%
Margen de beneficio neto7.17%
Ratio deuda/patrimonio26.6%

¿Cómo se ha desempeñado BRG a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

3.3%
Rentabilidad actual por dividendo
86%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 19:06
Precio de las acciones al final del día2026/05/11 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 5 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.

AnalistaInstitución
null nullABG Sundal Collier
Andres Castanos-MollorBerenberg
Elliott Geoffrey JonesDanske Bank