Beiersdorf Aktiengesellschaft

XTRA:BEI Rapport sur les actions

Capitalisation boursière : €17.1b

Beiersdorf Gestion

Gestion contrôle des critères 2/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Vincent Warnery

Directeur général

€6.8m

Rémunération totale

Pourcentage du salaire du PDG29.31%
Durée du mandat du directeur général9.5yrs
Propriété du PDGn/a
Durée moyenne d'occupation des postes de direction5.1yrs
Durée moyenne du mandat des membres du conseil d'administration6.8yrs

Mises à jour récentes de la gestion

Recent updates

Article d’analyse • Aug 08

Beiersdorf Aktiengesellschaft (ETR:BEI) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?

Beiersdorf Aktiengesellschaft ( ETR:BEI ) came out with its half-yearly results last week, and we wanted to see how the...
Mise à jour du récit • Aug 04

BEI: Q2 Delivery And Product Execution Will Shape Balanced Recovery Outlook

The analyst price target for Beiersdorf has been trimmed by a low single-digit amount to reflect slightly lower fair value estimates around €86, with analysts citing reduced price targets across the Street and more cautious views on the company’s product pipeline and near-term topline potential. Analyst Commentary Recent research updates on Beiersdorf point to a more cautious tone.
Mise à jour du récit • Jul 08

BEI: Future Q2 Execution And Brand Focus Will Drive Share Repricing Potential

Analysts have cut their fair value estimate for Beiersdorf from about €142 to roughly €110. This reflects a series of lower price targets across the Street and more cautious assumptions on revenue growth and valuation multiples.
Mise à jour du récit • Jun 24

BEI: Brand Execution And Q2 Delivery Will Support Recovery Outlook

The analyst price target for Beiersdorf has been reduced by €1 to reflect a lower fair value estimate of €87.37, as analysts factor in a series of recent target cuts and rating downgrades across the Street. Analyst Commentary Recent Street research on Beiersdorf points to a mixed but generally cautious stance, with several firms trimming price targets and a few shifting ratings.
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.
User avatar
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.

Analyse de la rémunération des PDG

Comment la rémunération de Vincent Warnery a-t-elle évolué par rapport aux bénéfices de Beiersdorf?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jun 30 2026n/an/a

€938m

Mar 31 2026n/an/a

€939m

Dec 31 2025€7m€2m

€939m

Sep 30 2025n/an/a

€911m

Jun 30 2025n/an/a

€882m

Mar 31 2025n/an/a

€897m

Dec 31 2024€4m€1m

€912m

Sep 30 2024n/an/a

€825m

Jun 30 2024n/an/a

€738m

Mar 31 2024n/an/a

€737m

Dec 31 2023€4m€1m

€736m

Sep 30 2023n/an/a

€788m

Jun 30 2023n/an/a

€840m

Mar 31 2023n/an/a

€798m

Dec 31 2022€4m€1m

€755m

Sep 30 2022n/an/a

€747m

Jun 30 2022n/an/a

€738m

Mar 31 2022n/an/a

€688m

Dec 31 2021€4m€841k

€638m

Sep 30 2021n/an/a

€654m

Jun 30 2021n/an/a

€670m

Mar 31 2021n/an/a

€615m

Dec 31 2020€2m€500k

€560m

Sep 30 2020n/an/a

€577m

Jun 30 2020n/an/a

€593m

Mar 31 2020n/an/a

€656m

Dec 31 2019€2m€500k

€718m

Rémunération vs marché: La rémunération totale de Vincent ($USD 7.89M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché German ($USD 5.81M ).

Rémunération et revenus: La rémunération de Vincent a augmenté de plus de 20 % au cours de l'année écoulée.

PDG

Vincent Warnery (58 yo)

9.5yrs
Titularisation
€6,824,000
Compensation

Mr. Vincent Warnery is Chairman of the Executive Board of Beiersdorf Inc. Mr. Warnery is Chief Executive Officer at Beiersdorf Aktiengesellschaft since 2021. He had been Independent Member of the Board of...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Vincent Warnery
CEO & Chairman of the Executive Board9.5yrs€6.82mpas de données
Astrid Hermann
CFO & Member of Executive Board5.6yrs€3.47mpas de données
Ramon Mirt
Member of the Executive Board7.4yrs€3.50mpas de données
Oswald Barckhahn
Member of the Executive Board4.8yrs€3.41mpas de données
Grita Loebsack
Member of the Executive Board4.6yrs€6.64mpas de données
Nicola Lafrentz
CHRO, Labor Relations Director & Member of the Executive Board4.3yrs€2.19mpas de données
Christopher Sheldon
Head of Investor Relationsno datapas de donnéespas de données
Anke Schmidt
Vice President of Corporate Communications & Government Relationsno datapas de donnéespas de données
Manuela Rousseau
Head of Corp. Social Responsibilityno data€40.97kpas de données
Reiner Hansert
Director of Legal Affairs Europeno data€42.23kpas de données
Gitta Neufang
Chief Research & Development Officer5.4yrspas de donnéespas de données
Michael Frey
Chief Supply Chain Officer & Quality Management2.6yrspas de donnéespas de données
5.1yrs
Durée moyenne de l'emploi
57yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de BEI est chevronnée et expérimentée (5.1 années d'ancienneté moyenne).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Reinhard Pöllath
Chairman of Supervisory Board24.3yrs€229.50kpas de données
Wolfgang Herz
Member of Supervisory Board6.3yrs€117.00kpas de données
Uta Kemmerich-Keil
Independent Member of Supervisory Board4yrs€205.00kpas de données
Jan Koltze
Employee Representative Member of Supervisory Board7.3yrs€136.00kpas de données
Frederic Pflanz
Deputy Chairman of Supervisory Board7.3yrs€158.00kpas de données
Hong Chow
Independent Member of Supervisory Board9.3yrs€116.00kpas de données
Olaf Papier
Employee Representative Member of Supervisory Board7.3yrs€142.00kpas de données
Kirstin Weiland
Employee Representative Member of Supervisory Board7.3yrs€108.00kpas de données
Donya-Florence Amer
Member of Supervisory Board2.3yrs€147.00kpas de données
Hilde Cambier
Independent Employee Representatives Member of Supervisory Board2.3yrs€116.00kpas de données
Barbara Wentzel
Employee Representative Deputy Chairwoman of Supervisory Board2.3yrs€142.50kpas de données
Doris Robben
Employee Rpresentatives Member of Supervisory Board2.3yrs€119.00kpas de données
6.8yrs
Durée moyenne de l'emploi
59.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de BEI sont considérés comme expérimentés (ancienneté moyenne 6.8 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/14 13:36
Cours de l'action en fin de journée2026/08/14 00:00
Les revenus2026/06/30
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 sur la façon d’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 42 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