Essity AB (publ)

Informe acción OM:ESSITY B

Capitalización de mercado: SEK 179.8b

Essity Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Essity de 5.2% y 2.7% por año respectivamente. Se prevé que el BPA crezca en un 5.7% al año. Se espera que la rentabilidad financiera sea de 14.3% en 3 años.

Información clave

5.2%

Tasa de crecimiento de los beneficios

5.68%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Household Products0.4%
Tasa de crecimiento de los ingresos2.7%
Rentabilidad financiera futura14.26%
Cobertura de analistas

Good

Última actualización18 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • May 20

ESSITY B: Ongoing Pricing Roll Off Will Continue To Pressure Sentiment

Essity's analyst price targets have been trimmed again, with recent SEK cuts from multiple banks leaving the updated fair value at SEK 215.00. Analysts are factoring in ongoing pricing roll off and limited signs of stabilization in weaker categories.
Actualización de narrativa • May 05

ESSITY B: Pricing Roll Off And JPMorgan Downgrade Will Pressure Sentiment

Essity's analyst fair value estimate has shifted from SEK 220.0 to SEK 215.0 as analysts factor in a slightly higher discount rate, updated views on revenue growth and margins, and a series of recent SEK price target cuts from major banks. Analyst Commentary Recent Street research on Essity has tilted more cautious, with several bearish analysts cutting SEK price targets and, in one case, JPMorgan moving to a more negative stance on the stock.
Actualización de narrativa • Apr 21

ESSITY B: Neutral Stance As Pricing Roll Off And Categories Remain Mixed

Essity's analyst price target has been trimmed from about SEK 278 to SEK 266, as analysts factor in updated estimates, pricing roll off, and limited signs of stabilisation in weaker categories. Analyst Commentary Recent Street research on Essity has tilted cautious, with a series of price target cuts and at least one downgrade, as analysts refresh models following the FY25 results and updated outlook for 2026.
Actualización de narrativa • Apr 06

ESSITY B: Pricing Roll Off Into 2026 Will Keep Sentiment Cautious

Essity's analyst fair value has been trimmed from SEK 235.0 to SEK 220.0 as analysts factor in recent price target cuts, as well as ongoing concerns around pricing roll off and weaker categories showing limited signs of stabilizing. Analyst Commentary Recent Street research around Essity has leaned cautious, with several bearish analysts trimming price targets and revisiting their assumptions after the latest FY25 results.
Actualización de narrativa • Mar 22

ESSITY B: Pricing Roll Off And Weaker Categories Will Keep Sentiment Cautious

Essity's analyst price target has been trimmed by around SEK 15 to SEK 252, as analysts factor in updated FY25 results, ongoing pricing roll off into 2026, and limited signs of stabilization in some weaker categories. Analyst Commentary Recent Street research has tilted more cautious on Essity, with several bearish analysts trimming price targets and rethinking their stance on the shares.
Actualización de narrativa • Mar 08

ESSITY B: Neutral View Balances Pricing Pressure With Firmer Margin Expectations

Narrative update on Essity Essity's analyst price target has edged down by SEK 4.71, with analysts citing slightly higher discount rates, softer revenue growth assumptions, and lower future P/E expectations, partly offset by firmer margin assumptions and recent Street research pointing to pricing pressure and weaker categories that show limited signs of stabilizing. Analyst Commentary Recent Street research on Essity has turned more cautious, with several houses trimming price targets or downgrading their stance.
Actualización de narrativa • Feb 22

ESSITY B: Capital Returns And Sector Rebound Potential Will Drive Future Upside

Analysts have trimmed their Essity fair value estimate to SEK 320 from SEK 325, reflecting recent downgrades and a view that sector valuations may stay cheap despite only modest adjustments to growth, margin and P/E assumptions. Analyst Commentary Recent Street research has tilted more cautious on Essity, with fair value estimates and price targets pointing to a muted near term setup for the shares.
Actualización de narrativa • Feb 08

ESSITY B: Cautious Rating Shifts Will Keep Multiples Compressed

Analysts have nudged their fair value estimate for Essity up from SEK 230 to SEK 235. This reflects updated views on its model and mixed recent research that includes both price target increases and downgrades to more cautious ratings.
Actualización de narrativa • Jan 24

ESSITY B: Dividend And Buybacks Will Support Future Upside Potential

Analysts have kept their fair value estimate for Essity steady at SEK 325, with updated models that balance a higher assumed revenue growth rate against slightly lower profit margin expectations, as well as a modestly higher future P/E informed by recent Street price targets between SEK 267 and SEK 290 and a shift to more neutral ratings. Analyst Commentary Street research around Essity has become more balanced, but there are still clear pockets of optimism that matter if you are trying to gauge how supportive the external view is around the current fair value estimate of SEK 325.
Actualización de narrativa • Jan 10

ESSITY B: Neutral Stance Will Meet Cost Savings And Decentralization Plan

Essity’s analyst fair value estimate has edged up from SEK 281.08 to SEK 282.29, reflecting modest model updates and mixed Street views as some analysts trim ratings and set price targets in the SEK 267 to SEK 290 range, while still seeing the shares as reasonably valued within staples. Analyst Commentary Recent research updates on Essity point to a mixed but generally balanced stance, with modest tweaks to models and price targets rather than big swings in conviction.
Actualización de narrativa • Dec 26

ESSITY B: Margin Discipline And Cost Savings Will Drive Future Upside Potential

Analysts have made only modest adjustments to their SEK price targets for Essity, with a small net decrease as updated post Q3 models reflect slightly softer long term revenue growth and margins, partially offset by expectations for a marginally higher future P/E multiple. Analyst Commentary Bullish analysts continue to view Essity's Q3 delivery as broadly supportive of the equity story, with updated models signaling confidence in the company’s ability to defend margins and gradually reaccelerate growth.
Actualización de narrativa • Dec 12

ESSITY B: Margin And Cost Savings Progress Will Support Upside Potential

Analysts have trimmed their fair value estimate for Essity to SEK 325 from SEK 330, reflecting a slightly higher assumed discount rate, even as they factor in marginally stronger long term revenue growth, improved profit margins, and a modestly lower future P E multiple following recent Street target revisions. Analyst Commentary Recent Street research reflects a more constructive stance on Essity's medium term prospects, with bullish analysts incrementally lifting price targets and refining their models following the Q3 report.
Actualización de narrativa • Oct 22

Analysts Cite Trough Valuation and Limited Catalysts as Essity Price Targets Edge Lower

Analysts have slightly decreased their price target for Essity, lowering it by approximately SEK 1. This adjustment reflects a continued cautious outlook as recent research points to limited immediate catalysts for the shares.
Actualización de narrativa • Oct 08

Demand In Feminine Care And Incontinence Will Expand Internationally

Analysts have lowered their fair value target for Essity from SEK 285.25 to SEK 282.33. They cite concerns about structural pressures and a lack of near-term catalysts, even though there are some positive longer-term trends in higher margin segments.
Actualización de narrativa • Sep 24

Demand In Feminine Care And Incontinence Will Expand Internationally

Essity's consensus price target was revised slightly lower to SEK285.25 amid sector-wide pressures, a shift toward higher-margin segments lacking near-term catalysts, and concerns over potential sales shortfalls. Analyst Commentary Analysts see Essity trading at a trough valuation as it shifts focus away from tissue towards higher-margin segments, but lack near-term catalysts for upward share price movement.
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Nueva narrativa • Nov 07

Consumer Goods Innovation And Emerging Market Expansion Propel Thriving Growth

Growth in high-margin categories aims to improve net margins and profitability through stronger product mix and pricing strategies.

Previsiones de crecimiento de beneficios e ingresos

OM:ESSITY B - Estimaciones futuras de los analistas y datos financieros pasados (SEK Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/2028147,39814,19512,99821,47711
12/31/2027143,83513,31111,90619,99814
12/31/2026139,10912,10010,26919,60314
3/31/2026136,69512,4749,57116,782N/A
12/31/2025138,49412,6568,35615,459N/A
9/30/2025141,60412,2266,35213,648N/A
6/30/2025143,24012,2957,91315,036N/A
3/31/2025145,67212,4798,87716,052N/A
12/31/2024145,54611,8739,36616,801N/A
9/30/2024144,36611,88814,17221,251N/A
6/30/2024145,1849,97616,08023,412N/A
3/31/2024145,6459,12715,66422,738N/A
12/31/2023147,1479,27514,67821,568N/A
9/30/2023129,5037,79211,78316,952N/A
6/30/2023132,5207,8617,12012,241N/A
3/31/2023133,3716,9737,63212,876N/A
12/31/2022131,3204,6687,44412,874N/A
9/30/2022146,5655,3407,01213,992N/A
6/30/2022137,6016,5098,01515,205N/A
3/31/2022128,6406,7947,79415,250N/A
12/31/2021101,4666,8239,44614,667N/A
9/30/2021118,5979,2787,49515,291N/A
6/30/2021116,1298,8076,65914,140N/A
3/31/2021115,5689,1258,83215,757N/A
12/31/2020121,75210,22811,21217,819N/A
9/30/2020124,48210,30412,27218,312N/A
6/30/2020128,37010,51614,30319,826N/A
3/31/2020132,03110,70213,91119,425N/A
12/31/2019128,9759,216N/A19,351N/A
9/30/2019126,4019,903N/A18,172N/A
6/30/2019123,4838,414N/A16,442N/A
3/31/2019121,1368,175N/A14,654N/A
12/31/2018118,5007,886N/A13,160N/A
9/30/2018116,0527,372N/A12,471N/A
6/30/2018113,5838,474N/A12,432N/A
3/31/2018112,0178,116N/A12,246N/A
12/31/2017109,2658,116N/A12,729N/A
9/30/2017107,3736,212N/A12,884N/A
6/30/2017105,4305,853N/A13,113N/A
3/31/2017102,2583,748N/A13,968N/A
12/31/2016101,2383,800N/A12,778N/A
12/31/201598,5196,129N/A10,780N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (5.2% al año) de ESSITY B es superior a la tasa de ahorro (2%).

Beneficios vs. Mercado: Se prevé que los beneficios (5.2% al año) de ESSITY B crezcan menos que el mercado Swedish (8.7% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de ESSITY B crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (2.7% al año) de ESSITY B crezcan más rápidamente que los del mercado Swedish (0.08% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 2.7% al año) de ESSITY B crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de ESSITY B sea baja dentro de 3 años (14.3%).

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/27 05:13
Precio de las acciones al final del día2026/05/27 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

Essity AB (publ) está cubierta por 24 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.

AnalistaInstitución
null nullABG Sundal Collier
Patrick FolanBarclays
Iain SimpsonBarclays