Billerud AB (publ)

Informe acción OM:BILL

Capitalización de mercado: SEK 15.9b

Billerud Crecimiento futuro

Future controles de criterios 4/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Billerud de 86.7% y 1.5% por año respectivamente. Se prevé que el BPA crezca en un 86.7% al año. Se espera que la rentabilidad financiera sea de 4.3% en 3 años.

Información clave

86.7%

Tasa de crecimiento de los beneficios

86.70%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Packaging33.7%
Tasa de crecimiento de los ingresos1.5%
Rentabilidad financiera futura4.31%
Cobertura de analistas

Good

Última actualización06 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis May 01

Analysts Have Been Trimming Their Billerud AB (publ) (STO:BILL) Price Target After Its Latest Report

It's been a mediocre week for Billerud AB (publ) ( STO:BILL ) shareholders, with the stock dropping 16% to kr63.00 in...

Recent updates

Artículo de análisis May 07

There May Be Some Bright Spots In Billerud's (STO:BILL) Earnings

Investors were disappointed with the weak earnings posted by Billerud AB (publ) ( STO:BILL ). While the headline...
Actualización de narrativa May 05

BILL: Higher Growth Assumptions And Recent Upgrade Will Support Future Upside

Analysts have adjusted their view on Billerud, with the average price target moving from SEK 99 to SEK 92. This reflects mixed inputs from recent research, where some firms have turned more positive on the stock, while others have trimmed expectations in light of updated assumptions on discount rates, revenue growth, profit margins and future P/E levels.
Artículo de análisis May 01

Analysts Have Been Trimming Their Billerud AB (publ) (STO:BILL) Price Target After Its Latest Report

It's been a mediocre week for Billerud AB (publ) ( STO:BILL ) shareholders, with the stock dropping 16% to kr63.00 in...
Actualización de narrativa Apr 20

BILL: Improved Margin Visibility And Constructive Rating Shift Will Support Future Upside

Analysts now see fair value for Billerud at SEK 99.00, down from SEK 107.00, reflecting updated views on the discount rate, growth, margins, and future P/E following recent mixed price target moves and a more constructive stance from parts of the Street. Analyst Commentary Recent research shows that the shift to a SEK 99.00 fair value comes after a mix of target changes and a more constructive tone from bullish analysts, even as some price targets have been adjusted.
Actualización de narrativa Apr 05

BILL: Neutral Stance Will Rely On Dividend Reset And Margin Execution

Analysts have adjusted their price targets on Billerud, with recent SEK changes including a SEK 17 cut and a SEK 5 increase, alongside an updated SEK fair value assumption and slightly higher P/E expectations, reflecting revised views on discount rates, revenue trends, and margins. Analyst Commentary Recent research has shown a mix of views on Billerud, with some analysts turning more supportive while others remain cautious.
Actualización de narrativa Mar 22

BILL: Refined Margin Assumptions And Higher P/E Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Billerud from SEK 119.0 to SEK 107.0, reflecting updated assumptions around revenue growth, profit margins and a higher discount rate, alongside recent Street price target adjustments from Citi. Analyst Commentary Bullish analysts have recently adjusted their price targets for Billerud in both directions, which gives you a useful read on how sentiment is evolving as new information feeds into models for revenue, margins and risk.
Actualización de narrativa Mar 07

BILL: Neutral Outlook Will Depend On Execution Risks And Dividend Reset

The Street’s view on Billerud has been fine tuned recently, with Citi first raising and then lowering its target, resulting in a net SEK 12 cut as analysts align their pricing with updated expectations for discount rates, profit margins and future P/E assumptions. Analyst Commentary Recent research updates on Billerud point to a cautious tone, with price targets adjusted in both directions over a short period.
Actualización de narrativa Feb 21

BILL: Neutral View Will Rely On Managing Execution Risks And Dividend Reset

Analysts have adjusted their view on Billerud with the latest Street research pointing to a SEK 17 reduction in the price target, partly offsetting an earlier SEK 5 increase. This change reflects updated assumptions on discount rates, revenue trends, margins and future P/E expectations.
Actualización de narrativa Feb 06

BILL: Neutral View Will Depend On Managing Execution And Dividend Trade Offs

Analysts have reduced their fair value estimate for Billerud to SEK 80.00 from SEK 96.00. They link this adjustment to recent price target changes at firms such as Citi, as well as more cautious assumptions on revenue growth, profit margins, and the discount rate, even though they are using a slightly higher future P/E multiple.
Artículo de análisis Jan 30

Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Actualización de narrativa Jan 23

BILL: Neutral Stance Will Rely On Executing Against Higher Profitability Assumptions

Analysts have lifted their fair value estimate for Billerud to SEK 96 from SEK 84, reflecting updated views on discount rates, revenue growth, profit margins and future P/E in light of recent price target increases reported in Street research. Analyst Commentary Recent Street research shows price targets on Billerud moving higher in absolute terms, with one large global bank lifting its target by SEK 5 in the latest update and another prior move taking a target to SEK 92 from SEK 80.
Artículo de análisis Jan 12

Are Investors Undervaluing Billerud AB (publ) (STO:BILL) By 28%?

Key Insights The projected fair value for Billerud is kr133 based on 2 Stage Free Cash Flow to Equity Billerud's...
Actualización de narrativa Jan 09

BILL: Margin Resilience And Lower Discount Rate Will Support Stronger Future Cash Flows

Analysts have lifted their price target on Billerud to SEK 92 from SEK 80, citing updated assumptions around revenue, profit margins and valuation metrics that support a slightly higher overall valuation. Analyst Commentary Recent research points to a more constructive stance on Billerud, with the price target lifted to SEK 92 from SEK 80.
Actualización de narrativa Dec 26

BILL: Margin Recovery And Cost Discipline Will Drive Stronger Future Cash Flows

Analysts have nudged their price target on Billerud higher to SEK 92 from SEK 80, reflecting modestly improved expectations for the company despite only slight adjustments to growth, profitability and valuation assumptions. Analyst Commentary Bullish analysts highlight that the higher SEK 92 price target signals growing confidence in Billerud's ability to execute on its strategic initiatives and stabilize earnings, even as fundamental assumptions have only been moderately revised.
Actualización de narrativa Dec 12

BILL: Margin Gains And Cost Discipline Will Drive Stronger Cash Flows

Analysts have modestly raised their price target on Billerud to SEK 92 from SEK 80. This reflects improved profit margin expectations, even as revenue growth assumptions have been tempered and a slightly higher discount rate is applied.
Artículo de análisis Nov 19

We Think Billerud (STO:BILL) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Actualización de narrativa Nov 02

BILL: Resilient Margins And Cost Discipline Will Drive Shareholder Returns

Billerud Price Target Slightly Reduced Amid Mixed Analyst Outlook Analysts have adjusted Billerud's price target downward from SEK 84 to SEK 80, citing their updated views on the company's future revenue growth and margin expectations. Analyst Commentary Following the revised price target for Billerud, analysts provided a range of perspectives regarding the company's valuation and outlook.
Artículo de análisis Oct 31

Billerud's (STO:BILL) Earnings Are Weaker Than They Seem

Unsurprisingly, Billerud AB (publ)'s ( STO:BILL ) stock price was strong on the back of its healthy earnings report...
Artículo de análisis Oct 28

Billerud AB (publ) (STO:BILL) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Investors in Billerud AB (publ) ( STO:BILL ) had a good week, as its shares rose 7.0% to close at kr89.85 following the...
Actualización de narrativa Oct 18

Accelerating Sustainable Packaging Demand Will Unlock North American Markets

Narrative Update on Billerud Analysts have reduced their price target for Billerud from SEK 84 to SEK 80. This adjustment reflects more subdued revenue growth assumptions and a modest decrease in fair value estimates.
Actualización de narrativa Oct 04

Accelerating Sustainable Packaging Demand Will Unlock North American Markets

Analysts have slightly lowered their fair value price target for Billerud from $103 to approximately $102.60. This change is based on updated assessments to revenue growth and discount rates.
Artículo de análisis Oct 03

Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue

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...
Artículo de análisis Aug 26

Lacklustre Performance Is Driving Billerud AB (publ)'s (STO:BILL) Low P/E

Billerud AB (publ)'s ( STO:BILL ) price-to-earnings (or "P/E") ratio of 12.6x might make it look like a buy right now...
Artículo de análisis Jul 22

Billerud AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's shaping up to be a tough period for Billerud AB (publ) ( STO:BILL ), which a week ago released some disappointing...
Artículo de análisis May 20

Billerud (STO:BILL) Is Increasing Its Dividend To SEK3.50

The board of Billerud AB (publ) ( STO:BILL ) has announced that it will be paying its dividend of SEK3.50 on the 27th...
Artículo de análisis Apr 30

Billerud (STO:BILL) Might Have The Makings Of A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Artículo de análisis Apr 15

Billerud's (STO:BILL) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Billerud AB (publ) ( STO:BILL ) has announced that it will be paying its dividend of SEK3.50 on the 27th...
Artículo de análisis Apr 03

Impressive Earnings May Not Tell The Whole Story For Billerud (STO:BILL)

Despite announcing strong earnings, Billerud AB (publ)'s ( STO:BILL ) stock was sluggish. Our analysis uncovered some...
Artículo de análisis Mar 10

Does Billerud (STO:BILL) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Feb 23

Billerud AB (publ)'s (STO:BILL) Business And Shares Still Trailing The Market

Billerud AB (publ)'s ( STO:BILL ) price-to-earnings (or "P/E") ratio of 17.2x might make it look like a buy right now...
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Nueva narrativa Feb 09

Price Adjustments And Efficiency Measures Expected To Improve 2025 Outlook

Strategic pricing increases and product shifts are poised to boost Billerud's revenue growth and expand margins, despite challenges in certain segments.
Artículo de análisis Feb 07

Results: Billerud AB (publ) Beat Earnings Expectations And Analysts Now Have New Forecasts

Billerud AB (publ) ( STO:BILL ) just released its yearly report and things are looking bullish. Billerud beat earnings...
Artículo de análisis Dec 17

Here's What To Make Of Billerud's (STO:BILL) Decelerating Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Artículo de análisis Nov 28

Is There An Opportunity With Billerud AB (publ)'s (STO:BILL) 23% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Billerud fair value estimate is kr126 Billerud is estimated to...
Artículo de análisis Aug 31

Billerud (STO:BILL) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Artículo de análisis May 21

Returns On Capital At Billerud (STO:BILL) Paint A Concerning Picture

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Artículo de análisis Apr 27

Analysts Have Made A Financial Statement On Billerud AB (publ)'s (STO:BILL) First-Quarter Report

Billerud AB (publ) ( STO:BILL ) defied analyst predictions to release its first-quarter results, which were ahead of...
Artículo de análisis Apr 26

Billerud (STO:BILL) Is Paying Out Less In Dividends Than Last Year

Billerud AB (publ) ( STO:BILL ) has announced that on 28th of May, it will be paying a dividend ofSEK2.00, which a...

Previsiones de crecimiento de beneficios e ingresos

OM:BILL - Estimaciones futuras de los analistas y datos financieros pasados (SEK Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202840,8411,3119584,0416
12/31/202740,1189631,1293,7576
12/31/202639,160-329593,0486
3/31/202639,309772052,855N/A
12/31/202540,5857115113,167N/A
9/30/202542,8321,2132,1084,468N/A
6/30/202543,7251,8411,7673,923N/A
3/31/202544,2451,8491,2633,408N/A
12/31/202443,5671,7475933,030N/A
9/30/202441,6836117303,527N/A
6/30/202441,0957021,2454,171N/A
3/31/202440,2841587293,824N/A
12/31/202341,3564841133,290N/A
9/30/202343,7551,754-4282,766N/A
6/30/202345,3592,445583,583N/A
3/31/202346,8144,3452,1945,736N/A
12/31/202242,7164,5903,4996,829N/A
9/30/202237,2573,9703,4796,291N/A
6/30/202231,9593,1003,2185,464N/A
3/31/202227,1371,9922,3994,281N/A
12/31/202126,2951,4852,3663,892N/A
9/30/202125,3641,4072,6273,990N/A
6/30/202124,4589822,3783,605N/A
3/31/202124,0898891,6842,852N/A
12/31/202023,9426761,0812,331N/A
9/30/202024,1297176212,139N/A
6/30/202024,352742-2601,620N/A
3/31/202024,428724-8931,439N/A
12/31/201924,5241,011N/A2,319N/A
9/30/201924,5701,037N/A1,526N/A
6/30/201924,7911,323N/A2,451N/A
3/31/201924,396990N/A2,420N/A
12/31/201823,7891,037N/A2,502N/A
9/30/201823,5071,096N/A2,933N/A
6/30/201822,9971,246N/A2,980N/A
3/31/201822,6991,735N/A3,861N/A
12/31/201722,4381,638N/A3,316N/A
9/30/201722,3151,407N/A3,980N/A
6/30/201722,1641,394N/A3,857N/A
3/31/201722,0031,438N/A3,594N/A
12/31/201621,7241,518N/A3,742N/A
9/30/201621,4521,581N/A3,284N/A
6/30/201621,5371,803N/A3,223N/A
3/31/201621,5871,800N/A3,090N/A
12/31/201521,8641,811N/A3,658N/A
9/30/201521,7591,933N/A3,653N/A
6/30/201521,4721,517N/A3,512N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (86.7% al año) de BILL es superior a la tasa de ahorro (2%).

Beneficios vs. Mercado: Se prevé que los beneficios (86.7% al año) de BILL crezcan más rápidamente que el mercado Swedish (8.4% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de BILL crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (1.5% al año) de BILL crezcan más rápidamente que los del mercado Swedish (-0.03% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 1.5% al año) de BILL 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 BILL sea baja dentro de 3 años (4.3%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 02:17
Precio de las acciones al final del día2026/05/20 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

Billerud AB (publ) está cubierta por 13 analistas. 6 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 LangstromABG Sundal Collier Sponsored
Justin JordanBNP Paribas