Beiersdorf Résultats passés
Passé contrôle des critères 4/6
Beiersdorf a connu une croissance annuelle moyenne de ses bénéfices de 8.2%, tandis que le secteur Personal Products a vu ses bénéfices augmenter de en hausse à 10.5% par an. Les revenus ont augmenté de en hausse à un taux moyen de 7.1% par an. Le rendement des capitaux propres de Beiersdorf est 11.1% et ses marges nettes sont de 9.5%.
Informations clés
8.21%
Taux de croissance des bénéfices
8.63%
Taux de croissance du BPA
| Personal Products Croissance de l'industrie | 8.70% |
| Taux de croissance des recettes | 7.08% |
| Rendement des fonds propres | 11.08% |
| Marge nette | 9.53% |
| Prochaine mise à jour des résultats | 05 Aug 2026 |
Mises à jour récentes des performances passées
Recent updates
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.
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.Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Beiersdorf gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Dec 25 | 9,852 | 939 | 4,057 | 365 |
| 30 Sep 25 | 9,858 | 911 | 4,080 | 366 |
| 30 Jun 25 | 9,863 | 882 | 4,103 | 367 |
| 31 Mar 25 | 9,857 | 897 | 4,090 | 361 |
| 31 Dec 24 | 9,850 | 912 | 4,076 | 354 |
| 30 Sep 24 | 9,768 | 825 | 4,065 | 347 |
| 30 Jun 24 | 9,686 | 738 | 4,054 | 339 |
| 31 Mar 24 | 9,567 | 737 | 3,943 | 330 |
| 31 Dec 23 | 9,447 | 736 | 3,832 | 320 |
| 30 Sep 23 | 9,353 | 788 | 3,756 | 308 |
| 30 Jun 23 | 9,259 | 840 | 3,680 | 296 |
| 31 Mar 23 | 9,029 | 798 | 3,606 | 294 |
| 31 Dec 22 | 8,799 | 755 | 3,532 | 291 |
| 30 Sep 22 | 8,514 | 747 | 3,420 | 286 |
| 30 Jun 22 | 8,229 | 738 | 3,307 | 281 |
| 31 Mar 22 | 7,928 | 688 | 3,219 | 275 |
| 31 Dec 21 | 7,627 | 638 | 3,131 | 268 |
| 30 Sep 21 | 7,539 | 654 | 3,064 | 263 |
| 30 Jun 21 | 7,450 | 670 | 2,997 | 258 |
| 31 Mar 21 | 7,238 | 615 | 2,946 | 252 |
| 31 Dec 20 | 7,025 | 560 | 2,894 | 246 |
| 30 Sep 20 | 7,145 | 577 | 2,942 | 244 |
| 30 Jun 20 | 7,265 | 593 | 2,990 | 241 |
| 31 Mar 20 | 7,459 | 656 | 3,043 | 239 |
| 31 Dec 19 | 7,653 | 718 | 3,095 | 236 |
| 30 Sep 19 | 7,555 | 729 | 3,032 | 231 |
| 30 Jun 19 | 7,457 | 739 | 2,968 | 225 |
| 31 Mar 19 | 7,345 | 734 | 2,934 | 218 |
| 31 Dec 18 | 7,233 | 728 | 2,900 | 211 |
| 30 Sep 18 | 7,195 | 706 | 2,899 | 206 |
| 30 Jun 18 | 7,156 | 683 | 2,898 | 201 |
| 31 Mar 18 | 7,106 | 678 | 2,888 | 199 |
| 31 Dec 17 | 7,056 | 672 | 2,878 | 196 |
| 30 Sep 17 | 6,982 | 703 | 2,851 | 194 |
| 30 Jun 17 | 6,907 | 733 | 2,824 | 192 |
| 31 Mar 17 | 6,830 | 721 | 2,804 | 190 |
| 31 Dec 16 | 6,752 | 709 | 2,784 | 188 |
| 30 Sep 16 | 6,706 | 690 | 2,823 | 187 |
| 30 Jun 16 | 6,642 | 676 | 2,778 | 188 |
| 31 Mar 16 | 6,659 | 663 | 2,793 | 184 |
| 31 Dec 15 | 6,686 | 660 | 2,809 | 183 |
| 30 Sep 15 | 6,604 | 619 | 3,054 | 180 |
Des revenus de qualité: BEI a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de BEI sont plus élevées que l'année dernière BEI. (9.5%) sont plus élevées que l'année dernière (9.3%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de BEI ont augmenté de 8.2% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de BEI au cours de l'année écoulée ( 3% ) est inférieure à sa moyenne sur 5 ans ( 8.2% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices BEI au cours de l'année écoulée ( 3% ) a dépassé celle du secteur Personal Products 2.8%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de BEI ( 11.1% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/15 01:27 |
| Cours de l'action en fin de journée | 2026/07/15 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* 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 40 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.
| Analyste | Institution |
|---|---|
| Gerhard Schwarz | Baader Helvea Equity Research |
| Pedro Gil Garcia Alejo | Banco Santander |
| Patrick Folan | Barclays |