Beiersdorf Aktiengesellschaft

XTRA:BEI Rapport sur les actions

Capitalisation boursière : €15.4b

Beiersdorf Croissance future

Future contrôle des critères 1/6

Beiersdorf devrait augmenter ses bénéfices et son chiffre d'affaires de 4.3% et de 2.5% par an respectivement. Le BPA devrait croître de de 5.2% par an. Le rendement des capitaux propres devrait être 10.8% dans 3 ans.

Informations clés

4.3%

Taux de croissance des bénéfices

5.24%

Taux de croissance du BPA

Personal Products croissance des bénéfices8.5%
Taux de croissance des recettes2.5%
Rendement futur des capitaux propres10.76%
Couverture par les analystes

Good

Dernière mise à jour11 Jun 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • Jun 06

BEI: Brand Execution Will Drive Recovery As Market Share Pressures Ease

Analysts have trimmed Beiersdorf's average price target by €25 to €88, citing updated models, concerns about Nivea's market share pressures, and tougher competitive positioning. Analyst Commentary Bullish Takeaways Bullish analysts see enough underlying strength in the business to justify an upgrade even as some peers turn more cautious, which can support the current valuation for investors who are comfortable with near term volatility.
Mise à jour du récit • May 22

BEI: Brand Execution And Buyback Program Will Shape Future Performance Resilience

Beiersdorf's analyst price target has been reduced from about €115 to roughly €88. This reflects analysts' updated expectations for slower revenue growth, slightly lower margins and a lower future P/E, alongside a series of recent target cuts and rating downgrades, particularly around concerns for Nivea's market share and competitive pressure.
Mise à jour du récit • Apr 28

BEI: Reset Expectations As Competitive Pressures And Buyback Plans Shape A Cautious Outlook

Analysts have trimmed the fair value estimate for Beiersdorf by €2 to €68. This reflects a series of lower Street price targets and reduced assumptions for revenue growth, profit margins, and future P/E multiples as competitive pressures on Nivea and broader sector concerns build.
Mise à jour du récit • Apr 14

BEI: Reset Expectations And Brand Pressures Will Shape A Cautious But Balanced Outlook

Analysts have trimmed their average price targets for Beiersdorf by single digits in € terms, reflecting slightly lower revenue growth expectations and a modestly higher discount rate, partly offset by a small uplift in projected profit margins and future P/E, following a cluster of recent downgrades and model updates across major banks. Analyst Commentary Recent research has tilted more cautious, with several bearish analysts cutting price targets and revising ratings in light of execution risks and questions around the durability of Beiersdorf's growth profile.
Mise à jour du récit • Mar 31

BEI: Future Brand And Pricing Execution Will Drive Share Repricing Potential

Analysts have trimmed their price targets on Beiersdorf, with the modeled fair value moving from about €155.44 to €141.62 as they factor in lower assumed profit margins, a reduced future P/E of around 29.25, and ongoing concerns about Nivea's market share pressures and competitive pricing. Analyst Commentary Recent research has leaned cautious on Beiersdorf, with several firms trimming price targets and downgrading ratings as they reassess assumptions for Nivea's market share, pricing, and the pace of improvement in the core skincare franchise.
Mise à jour du récit • Mar 17

BEI: Price Resets And Brand Pressures Will Shape A Balanced Outlook

Analysts have trimmed the fair value estimate for Beiersdorf from €90.00 to €70.00. This reflects reduced assumptions for revenue growth, profit margin and future P/E, as recent research highlights Nivea market share pressures and tougher competitive pricing.
Mise à jour du récit • Mar 03

BEI: Price Resets And Brand Execution Risk Will Drive A Cautious Outlook

Analysts have trimmed their fair value estimate for Beiersdorf to €90.00 from €92.00, citing updated assumptions on growth, margins and future P/E multiples, along with recent Street research that highlights brand competitiveness efforts and mixed rating changes. Analyst Commentary Recent Street research paints a more cautious picture around Beiersdorf, with bearish analysts focusing on execution risk around pricing, brand momentum and what that could mean for valuation multiples.
Mise à jour du récit • Feb 16

BEI: Pricing Resets And Brand Execution Will Shape Future Performance Resilience

Analysts have kept their fair value estimate for Beiersdorf steady at €115.15, reflecting a modestly higher assumed future P/E and mixed recent Street views. These include a Deutsche Bank upgrade to Buy at €105 and a Jefferies price target trim to €92 tied to expectations for Nivea price resets.
Mise à jour du récit • Feb 02

BEI: Pricing Reset And Brand Strength Will Support Future Performance Resilience

The updated analyst fair value for Beiersdorf has edged slightly lower to €115.15 from €116.00, as analysts balance Jefferies' reduced €92 price target and concerns around Nivea volumes with a more supportive Buy upgrade and €105 target from Deutsche Bank. Analyst Commentary Recent research on Beiersdorf shows a split in views, with some analysts focusing on longer term potential and others highlighting nearer term execution risks, especially around the Nivea brand and pricing moves.
Mise à jour du récit • Jan 19

BEI: Future Rating Shift Will Determine Share Repricing Potential

The analyst price target for Beiersdorf has been adjusted lower to €155.44 from €163.77, as analysts weigh mixed recent research, with some highlighting a potential boost from an improved rating and others pointing to pressures around Nivea pricing, volume growth and margin expectations. Analyst Commentary Recent research shows a split view on Beiersdorf, with some focusing on brand and pricing headwinds while others point to potential upside if execution on pricing and volumes improves.
Mise à jour du récit • Jan 05

BEI: Modest Discount Rate Shift Will Support Core Performance Resilience

Analysts have trimmed their price targets on Beiersdorf, with one recent move from €102 to €100. This is reflected in a slightly lower fair value estimate of €116.00, based on modest changes to assumptions for the discount rate, revenue growth, profit margin and future P/E.
Mise à jour du récit • Dec 16

BEI: Price Cuts And Margin Uncertainty Will Shape A More Cautious Outlook

The analyst fair value estimate for Beiersdorf has been reduced from EUR 98 to EUR 92, as analysts trim revenue growth, profit margin, and valuation multiple assumptions in line with a wave of recent price target cuts across the Street. Analyst Commentary Bearish analysts have recently trimmed their price targets for Beiersdorf, signaling a more cautious stance on the company valuation following a period of strong share price performance.
Mise à jour du récit • Dec 02

BEI: Wider Market Expansion Will Sustain Core Performance Through Execution Challenges

Beiersdorf's analyst price target has been trimmed slightly, down from €116.89 to €116.58. Analysts highlight concerns over slower brand growth and product launch risks, while maintaining cautious optimism for the stock's core performance.
Mise à jour du récit • Nov 18

BEI: Core Brand Momentum Will Drive Share Performance In Coming Months

Beiersdorf's analyst price target has been reduced amid modest adjustments to growth estimates. Analysts cite pressures on core brand momentum and the impact of recent product launches as reasons for lowering targets by as much as EUR 20 in several recent updates.
Mise à jour du récit • Oct 31

BEI: Future Product Rollouts Will Drive Upside Despite Sector Headwinds

Analysts have reduced their fair value estimate for Beiersdorf from €118.32 to €116.89, citing slightly lower forecasts for revenue growth and profit margins in light of recent downward price target revisions across the sector. Analyst Commentary Following a series of recent street research reports, analysts have updated their perspectives on Beiersdorf.
Article d’analyse • Oct 22

Beiersdorf Aktiengesellschaft's (ETR:BEI) Intrinsic Value Is Potentially 35% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Beiersdorf fair value estimate is €129 Current share price of...
Mise à jour du récit • Oct 17

Science Based Skincare Will Expand Global Demand

Beiersdorf’s analyst price target has been revised downward from €120 to a range of €105 to €120, reflecting a more cautious outlook from analysts based on slower revenue growth and concerns over the impact of new product launches on core sales. Analyst Commentary Recent street research paints a mixed but increasingly cautious picture for Beiersdorf, as analysts continue to trim their price targets and reassess the company’s growth trajectory.
Mise à jour du récit • Oct 03

Science Based Skincare Will Expand Global Demand

Beiersdorf's analyst price targets have been reduced in recent updates, with consensus moving from around €123.21 to €120.53. Analysts cite slower organic growth and near-term profit margin pressures as key factors for the downward revision.
Mise à jour du récit • Sep 17

Science Based Skincare Will Expand Global Demand

Beiersdorf's consensus price target was modestly lowered to €123.21, as analysts flagged slowing Nivea sales, product cannibalization risks, and a more cautious sector outlook ahead of results. Analyst Commentary Slowing organic sales growth for Nivea cited as a key risk to valuation, with recent performance below the required threshold to justify prior targets.
Article d’analyse • Aug 26

Here's What To Make Of Beiersdorf's (ETR:BEI) 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? Typically...
Mise à jour du récit • Aug 07

Science Based Skincare Will Expand Global Demand

Beiersdorf’s fair value has been revised downward to €127.00, reflecting softer revenue growth expectations and a modest decrease in forecasted future P/E. Valuation Changes Summary of Valuation Changes for Beiersdorf The Consensus Analyst Price Target has fallen from €134.11 to €127.00.
Article d’analyse • Jul 09

Beiersdorf Aktiengesellschaft (ETR:BEI) Shares Could Be 28% Below Their Intrinsic Value Estimate

Key Insights Beiersdorf's estimated fair value is €151 based on 2 Stage Free Cash Flow to Equity Beiersdorf's €109...
Article d’analyse • Jun 24

Beiersdorf (ETR:BEI) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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Nouveau récit • Nov 07

Eucerin's Global Success And Innovation Drive Bright Future In Derma And Beyond

Strategic product launches and innovations across its brands are fueling strong revenue growth and expanding market share in the Derma segment.

Prévisions de croissance des bénéfices et des revenus

XTRA:BEI - Estimations futures des analystes et données financières antérieures (EUR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202810,4691,0279341,38217
12/31/202710,1589858791,40619
12/31/20269,8289358181,33119
12/31/20259,852939322785N/A
9/30/20259,858911297769N/A
6/30/20259,863882272752N/A
3/31/20259,857897533992N/A
12/31/20249,8509127941,231N/A
9/30/20249,7688257841,234N/A
6/30/20249,6867387741,237N/A
3/31/20249,5677375991,089N/A
12/31/20239,447736424941N/A
9/30/20239,353788381900N/A
6/30/20239,259840338858N/A
3/31/20239,029798294828N/A
12/31/20228,799755249797N/A
9/30/20228,514747305829N/A
6/30/20228,229738360861N/A
3/31/20227,928688470927N/A
12/31/20217,627638580993N/A
9/30/20217,5396547241,094N/A
6/30/20217,4506708681,195N/A
3/31/20217,2386157861,090N/A
12/31/20207,025560704984N/A
9/30/20207,145577636927N/A
6/30/20207,265593568870N/A
3/31/20207,459656617928N/A
12/31/20197,653718665985N/A
9/30/20197,555729N/A957N/A
6/30/20197,457739N/A929N/A
3/31/20197,345734N/A899N/A
12/31/20187,233728N/A868N/A
9/30/20187,195706N/A818N/A
6/30/20187,156683N/A767N/A
3/31/20187,106678N/A839N/A
12/31/20177,056672N/A911N/A
9/30/20176,982703N/A915N/A
6/30/20176,907733N/A919N/A
3/31/20176,830721N/A931N/A
12/31/20166,752709N/A942N/A
9/30/20166,706690N/A894N/A
6/30/20166,642676N/A917N/A
3/31/20166,659663N/A749N/A
12/31/20156,686660N/A800N/A
9/30/20156,604619N/A633N/A
6/30/20156,516571N/A558N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de BEI ( 4.3% par an) est supérieure au taux d'épargne ( 1.9% ).

Bénéfices vs marché: Les bénéfices de BEI ( 4.3% par an) devraient croître plus lentement que le marché German ( 17.1% par an).

Croissance élevée des bénéfices: Les bénéfices de BEI devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de BEI ( 2.5% par an) devrait croître plus lentement que le marché de German ( 6.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de BEI ( 2.5% 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 BEI devrait être faible dans 3 ans ( 10.8 %).

Découvrir les entreprises en croissance

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1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/14 08:50
Cours de l'action en fin de journée2026/06/12 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

Beiersdorf Aktiengesellschaft est couverte par 39 analystes. 19 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
Gerhard SchwarzBaader Helvea Equity Research
Pedro Gil Garcia AlejoBanco Santander
Patrick FolanBarclays