Clariant AG

SWX:CLN Rapport sur les actions

Capitalisation boursière : CHF 2.6b

Clariant Croissance future

Future contrôle des critères 3/6

Clariant devrait augmenter ses bénéfices et son chiffre d'affaires de 47.3% et de 1.7% par an respectivement. Le BPA devrait croître de de 49% par an. Le rendement des capitaux propres devrait être 12.3% dans 3 ans.

Informations clés

47.3%

Taux de croissance des bénéfices

49.04%

Taux de croissance du BPA

Chemicals croissance des bénéfices8.2%
Taux de croissance des recettes1.7%
Rendement futur des capitaux propres12.27%
Couverture par les analystes

Good

Dernière mise à jour22 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit May 24

CLN: Overweight Upgrade And Specialty Focus Will Shape Measured Forward Expectations

Analysts have trimmed their fair value estimate for Clariant to about CHF 8.58 from CHF 8.84, while still pointing to a CHF 9.30 price target. This target is supported by views that the stock’s current discounted valuation offers exposure to a higher quality specialty chemicals profile.
Mise à jour du récit May 02

CLN: Trimmed Assumptions And Downgrades Will Shape Measured Forward Expectations

Analysts have trimmed their price target on Clariant by CHF 0.09 to reflect updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, in line with recent research that includes a downgrade from some firms. Analyst Commentary Bullish Takeaways Bullish analysts see the revised fair value and discount rate assumptions as more realistic.
Mise à jour du récit Apr 17

CLN: Earnings Quality And Steadier Cash Generation Will Support Bullish Re Rating

Analysts have trimmed their price target on Clariant to CHF 12.37 from CHF 12.77, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E following recent research, including a downgrade from Goldman Sachs. Analyst Commentary While the latest research includes a downgrade from Goldman Sachs, some views across the Street remain constructive, focusing on how Clariant could still convert its fundamentals into long term value creation.
Mise à jour du récit Apr 03

CLN: Recent Downgrade And Trimmed Assumptions Will Shape Potential Upside

Analysts have trimmed their CHF price targets for Clariant by a small amount, reflecting more cautious assumptions on revenue growth and profit margins. They are still applying a slightly higher future P/E multiple in their updated models.
Mise à jour du récit Mar 20

CLN: Lower CHF 7.80 Outlook Will Restrain Upside As Legal Claims Persist

Analysts have trimmed their average price target on Clariant to CHF 7.80 from CHF 8.00, reflecting slightly softer expectations that align with recent downgrades and more cautious assumptions on growth and returns. Analyst Commentary Recent research points to a more cautious stance on Clariant, with the latest moves reflecting concerns around execution, growth visibility and how the current share price lines up with those risks.
Mise à jour du récit Mar 05

CLN: Legal Claims And Recent Downgrade Will Frame Potential Upside Ahead

Analysts have trimmed their price expectations for Clariant, with the average target moving modestly lower to around CHF 7.80. This reflects updated assumptions on fair value, discount rates and future P/E in light of recent research calls.
Mise à jour du récit Feb 19

CLN: Legal Claims And Rating Downgrade Will Shape Measured Future Upside Potential

The updated analyst price target for Clariant now stands at CHF 8.80, a small change from the prior CHF 8.74, as analysts factor in recent target cuts around CHF 7.80 and adjust their assumptions on discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the updated CHF 8.80 target as reflecting a more refined view of discount rates and earnings power, rather than a fundamental shift in the story.
Mise à jour du récit Feb 05

CLN: Lower CHF 7.80 Outlook Will Cap Upside As Legal Claims Linger

Analysts have reduced their price target on Clariant to CHF 7.80 from CHF 8.00 to reflect updated views on the company’s discount rate, revenue growth assumptions, profit margins and future P/E. Analyst Commentary Bearish analysts are signaling a more cautious stance on Clariant by aligning their valuation work with a CHF 7.80 price level.
Mise à jour du récit Jan 22

CLN: Revised Expectations And Legal Claims Will Shape Future Upside Potential

Analysts have reduced their price target for Clariant to CHF 7.80 from CHF 8.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research points to a more cautious stance on Clariant, with the price target trimmed to CHF 7.80 from CHF 8 and the rating held steady at Hold.
Mise à jour du récit Jan 07

CLN: Legal Claims And Steady Earnings Outlook Will Support Bullish Re Rating

Analysts have trimmed their price target on Clariant to CHF 7.80, reflecting updated assumptions for fair value, revenue growth, margins and future P/E multiples following recent research. Analyst Commentary Recent research points to a more measured stance on Clariant, with the revised CHF 7.80 target reflecting updated views on valuation, earnings power and the multiples investors might be willing to pay for the shares.
Mise à jour du récit Dec 21

CLN: Reduced Price Outlook Will Limit Upside Amid Rising Legal Risks

Analysts have reduced their price target on Clariant by CHF 1.50 to CHF 8.10, reflecting more cautious assumptions on revenue growth and valuation multiples, even though margin expectations have improved slightly. Analyst Commentary Bearish analysts have framed the lower price target as a reflection of rising skepticism around Clariant's ability to deliver on its medium term growth ambitions, despite recent progress on margins.
Mise à jour du récit Dec 07

CLN: Margin Recovery And Legal Overhang Will Shape Future Share Resilience

Analysts have trimmed their price target on Clariant by CHF 1.50 to reflect a slightly lower assumed future price to earnings multiple and discount rate, even as forecasts for profit margins have improved. Analyst Commentary Analysts remain balanced in their view on Clariant, with modest adjustments to valuation assumptions reflecting both improving profitability and lingering execution risks.
Mise à jour du récit Nov 23

CLN: Market Recovery And Margin Discipline Will Drive Future Share Resilience

Clariant's analyst price target has been revised downward from CHF 9.78 to CHF 9.51. Analysts cite tempered expectations for near-term performance amid evolving market conditions.
Mise à jour du récit Nov 07

CLN: Margin Improvements And Efficiency Efforts Will Offset Market Headwinds

Analysts have reduced their price target for Clariant from CHF 9.60 to CHF 8.10. This adjustment reflects lowered growth expectations and a more cautious outlook on the company's future performance.
Article d’analyse Nov 04

Cautious Investors Not Rewarding Clariant AG's (VTX:CLN) Performance Completely

There wouldn't be many who think Clariant AG's ( VTX:CLN ) price-to-earnings (or "P/E") ratio of 20.4x is worth a...
Mise à jour du récit Oct 24

Earnings Recovery Will Depend On Stabilization And Cost Improvements Amid Headwinds

Narrative Update: Clariant Analyst Price Target Adjustment Clariant’s analyst price target has been reduced significantly, dropping from CHF 9.60 to CHF 8.10. Analysts cite softer revenue growth and profit margin expectations in their revised outlook.
Mise à jour du récit Oct 10

China Expansion And Sustainable Solutions Will Boost Long-Term Appeal

Narrative Update on Clariant Clariant's analyst price target has been revised downward from CHF 10.95 to CHF 10.58. Analysts cite a combination of cautious revenue growth assumptions and a recent reduction in price targets by major banks.
Mise à jour du récit Sep 26

China Expansion And Sustainable Solutions Will Boost Long-Term Appeal

The minor decrease in Clariant's price target reflects a combination of lower revenue growth expectations and a modestly higher discount rate, resulting in a slight fair value reduction to CHF10.95. What's in the News Clariant AG dropped from the FTSE All-World Index (USD).
Article d’analyse Sep 17

Is Clariant AG (VTX:CLN) Trading At A 32% Discount?

Key Insights Clariant's estimated fair value is CHF11.89 based on 2 Stage Free Cash Flow to Equity Current share price...
Article d’analyse Aug 26

We Think Clariant (VTX:CLN) Is Taking Some Risk With Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse Aug 08

Clariant's (VTX:CLN) Anemic Earnings Might Be Worse Than You Think

SWX:CLN 1 Year Share Price vs Fair Value Explore Clariant's Fair Values from the Community and select yours Clariant...
Article d’analyse May 30

Clariant (VTX:CLN) Has Affirmed Its Dividend Of CHF0.42

Clariant AG ( VTX:CLN ) has announced that it will pay a dividend of CHF0.42 per share on the 4th of June. Based on...
Article d’analyse May 05

These 4 Measures Indicate That Clariant (VTX:CLN) Is Using Debt Extensively

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse Apr 13

Are Investors Undervaluing Clariant AG (VTX:CLN) By 39%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Clariant fair value estimate is CHF13.37 Current share price...
Article d’analyse Mar 26

Clariant AG's (VTX:CLN) CEO Might Not Expect Shareholders To Be So Generous This Year

Key Insights Clariant's Annual General Meeting to take place on 1st of April Salary of CHF1.20m is part of CEO Conrad...
Article d’analyse Mar 05

Clariant AG Just Missed EPS By 6.0%: Here's What Analysts Think Will Happen Next

It's been a sad week for Clariant AG ( VTX:CLN ), who've watched their investment drop 10% to CHF9.76 in the week since...
Article d’analyse Mar 02

Take Care Before Diving Into The Deep End On Clariant AG (VTX:CLN)

When close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") above 21x, you may consider...
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Nouveau récit Dec 18

Restructuring, Lucas Meyer Cosmetics, And Sunliquid Set To Boost Margins And Drive Earnings

Identifying restructuring opportunities and targeting significant savings could improve Clariant's net margins and earnings efficiency in the coming years.
Article d’analyse Nov 27

Estimating The Intrinsic Value Of Clariant AG (VTX:CLN)

Key Insights The projected fair value for Clariant is CHF10.85 based on 2 Stage Free Cash Flow to Equity Clariant's...
Article d’analyse Nov 09

It's A Story Of Risk Vs Reward With Clariant AG (VTX:CLN)

Clariant AG's ( VTX:CLN ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a strong buy right now...
Article d’analyse Aug 07

Clariant's (VTX:CLN) Solid Earnings Have Been Accounted For Conservatively

The stock was sluggish on the back of Clariant AG's ( VTX:CLN ) recent earnings report. Our analysis suggests that...
Article d’analyse Jul 17

Why Investors Shouldn't Be Surprised By Clariant AG's (VTX:CLN) Low P/S

Clariant AG's ( VTX:CLN ) price-to-sales (or "P/S") ratio of 1.1x might make it look like a strong buy right now...
Article d’analyse Apr 23

What Is Clariant AG's (VTX:CLN) Share Price Doing?

Clariant AG ( VTX:CLN ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Article d’analyse Apr 03

Increases to Clariant AG's (VTX:CLN) CEO Compensation Might Cool off for now

Key Insights Clariant to hold its Annual General Meeting on 9th of April Total pay for CEO Conrad Keijzer includes...
Article d’analyse Nov 22

An Intrinsic Calculation For Clariant AG (VTX:CLN) Suggests It's 50% Undervalued

Key Insights The projected fair value for Clariant is CHF25.95 based on 2 Stage Free Cash Flow to Equity Current share...
Article d’analyse Oct 31

Clariant (VTX:CLN) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Prévisions de croissance des bénéfices et des revenus

SWX:CLN - Estimations futures des analystes et données financières antérieures (CHF Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20284,05525433745712
12/31/20273,95426333957115
12/31/20263,81921033053414
12/31/20253,915-75273419N/A
9/30/20253,98919250421N/A
6/30/20254,063113226422N/A
3/31/20254,108179218420N/A
12/31/20244,152244210418N/A
6/30/20244,163118251455N/A
3/31/20244,270143233438N/A
12/31/20234,377168215421N/A
6/30/20234,919-98400597N/A
3/31/20235,059-115346550N/A
12/31/20225,198-133291502N/A
9/30/20225,050107153417N/A
6/30/20224,90134615331N/A
3/31/20224,6373059347N/A
12/31/20214,3722633363N/A
9/30/20214,161199-16329N/A
6/30/20213,949135-35295N/A
3/31/20213,90512118332N/A
12/31/20203,86010671369N/A
6/30/20204,115141192485N/A
3/31/20204,25740207497N/A
12/31/20194,399-62221509N/A
6/30/20194,409-67N/A541N/A
3/31/20194,40764N/A536N/A
12/31/20184,404194N/A530N/A
9/30/20184,937223N/AN/AN/A
6/30/20185,469251N/A414N/A
3/31/20185,923264N/A421N/A
12/31/20176,377277N/A428N/A
9/30/20176,229276N/A491N/A
6/30/20176,080274N/A554N/A
3/31/20175,964264N/A600N/A
12/31/20165,847253N/A646N/A
9/30/20165,899211N/A733N/A
6/30/20165,835203N/A645N/A
3/31/20165,792195N/A592N/A
12/31/20155,807217N/A502N/A
9/30/20155,867275N/A517N/A
6/30/20155,964272N/A512N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: CLN devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 0.6% ).

Bénéfices vs marché: CLN devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.

Croissance élevée des bénéfices: CLN devrait devenir rentable dans les 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de CLN ( 1.7% par an) devrait croître plus lentement que le marché de Swiss ( 4.9% par an).

Croissance élevée des revenus: Le chiffre d'affaires de CLN ( 1.7% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de CLN devrait être faible dans 3 ans ( 12.3 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/26 17:37
Cours de l'action en fin de journée2026/05/26 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Clariant AG est couverte par 35 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Volker BosseBaader Helvea Equity Research
Konstantin WiechertBaader Helvea Equity Research
Katie RichardsBarclays