DSM-Firmenich (DSFIR) Aperçu de l'action
DSM-Firmenich AG fournit des solutions en matière de nutrition, de santé et de beauté en Suisse, aux Pays-Bas, dans le reste de l'Europe, au Moyen-Orient et en Afrique, en Amérique du Nord, en Amérique latine, en Chine et dans le reste de l'Asie. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 3/6 |
| Performances passées | 1/6 |
| Santé financière | 6/6 |
| Dividendes | 1/6 |
DSFIR Community Fair Values
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Analyst Price Targets
DSM-Firmenich AG Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | €83.10 |
| Plus haut sur 52 semaines | €91.38 |
| Plus bas sur 52 semaines | €55.22 |
| Bêta | 0.58 |
| Variation sur 1 mois | 17.27% |
| Variation sur 3 mois | 35.30% |
| Variation sur 1 an | -7.77% |
| Variation sur 3 ans | -14.94% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | -29.43% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jun 24
DSFIR: Share Buyback And New Listing Plan Will Shape Future Re Rating
The updated analyst price target for DSM-Firmenich now sits at €79.37, a marginal adjustment from €79.82. This reflects a blend of more cautious discounting and slightly revised assumptions on revenue growth, profitability, and future P/E as analysts react to recent mixed target changes across the Street.
Mise à jour du récit • Jun 08
DSFIR: Share Buyback And Dual Listing Will Support Re Rating
Analysts have adjusted the DSM-Firmenich price target to reflect a slightly higher fair value, moving from about €98.08 to around €98.68, as recent research points to revised assumptions on revenue growth, profit margins and future P/E. This comes against a mixed backdrop of price target changes across the Street, including moves between €60 and €87.Recent updates
Mise à jour du récit • Jun 24
DSFIR: Share Buyback And New Listing Plan Will Shape Future Re Rating
The updated analyst price target for DSM-Firmenich now sits at €79.37, a marginal adjustment from €79.82. This reflects a blend of more cautious discounting and slightly revised assumptions on revenue growth, profitability, and future P/E as analysts react to recent mixed target changes across the Street.Mise à jour du récit • Jun 08
DSFIR: Share Buyback And Dual Listing Will Support Re Rating
Analysts have adjusted the DSM-Firmenich price target to reflect a slightly higher fair value, moving from about €98.08 to around €98.68, as recent research points to revised assumptions on revenue growth, profit margins and future P/E. This comes against a mixed backdrop of price target changes across the Street, including moves between €60 and €87.
Mise à jour du récit • May 24
DSFIR: Reset Profitability Expectations Will Pressure Future Margin Resilience
Analysts have reduced the DSM-Firmenich fair value estimate to about €60.56, down from €67.00. This change reflects a series of lower price targets from several banks, along with more cautious assumptions for growth, margins and valuation multiples.Mise à jour du récit • May 09
DSFIR: Share Buyback Plan Will Support Re Rating Despite Mixed Earnings Views
DSM-Firmenich's updated analyst price target moves from €100.84 to €98.08, as analysts factor in slightly higher revenue growth and profit margin assumptions, along with a marginally higher discount rate and a lower future P/E, echoing recent mixed revisions across the Street. Analyst Commentary Recent research shows a mix of price target cuts and one later upward revision, which points to differing views on how quickly DSM-Firmenich can execute on its plans and how the current valuation lines up with earnings expectations.Mise à jour du récit • Apr 21
DSFIR: Share Buyback And Execution Discipline Will Support Future Re Rating
The analyst price target for DSM-Firmenich has been trimmed by around €2 to €79.82, reflecting analysts' recalibrated fair value assumptions after several recent target cuts and rating changes across the Street. Analyst Commentary Recent research updates on DSM-Firmenich point to a more cautious stance on valuation, with several firms revising price targets and ratings while still highlighting selective areas of support for the equity story.Mise à jour du récit • Apr 06
DSFIR: Share Buyback Plan Will Support Re Rating Despite Earnings Headwinds
The analyst price target for DSM-Firmenich is now more closely aligned with the recent Street range, moving from about €146 to roughly €101 as analysts factor in lower target prices, a slightly higher discount rate, and a more conservative future P/E multiple, despite updated revenue growth assumptions. Analyst Commentary Recent Street research on DSM-Firmenich centers on lower price targets and ratings changes, with analysts reassessing assumptions around earnings, consumer demand, and currency effects.Mise à jour du récit • Mar 23
DSFIR: Share Buyback And Market Share Defense Will Support Future Re Rating
DSM-Firmenich's analyst price target has been reduced by around €1.70 to €81.60, reflecting a series of recent target cuts and downgrades from banks as analysts factor in softer earnings expectations and a slightly lower profit margin outlook. Analyst Commentary Recent research updates show a clear reset in expectations for DSM-Firmenich, with several banks cutting price targets and some shifting to more neutral ratings as they reassess earnings power and valuation.Mise à jour du récit • Mar 09
DSFIR: Market Share Defense Will Offset Softer U.S. Demand And Currency Headwinds
We trim our fair value estimate for DSM-Firmenich to €83.30 from €96.62, reflecting a lower blended price target as analysts factor in softer U.S. consumer confidence, currency headwinds, and more muted medium term growth expectations, despite still supportive views from some houses. Analyst Commentary Recent Street research on DSM-Firmenich points to a more cautious stance on the shares, with several price target cuts and rating changes feeding into the reduced fair value estimate.Mise à jour du récit • Feb 22
DSFIR: Softer U.S. Demand And Full Valuation Will Shape Future Margin Resilience
Analysts have trimmed their fair value estimate for DSM-Firmenich to €67 from €70, reflecting lower price targets and more cautious earnings assumptions tied to softer U.S. consumer confidence, currency headwinds, and what they describe as a full valuation with limited EBITDA growth visibility into 2026. Analyst Commentary Recent Street research has turned more cautious on DSM-Firmenich, with several bearish analysts trimming price targets and moving to more neutral stances.Mise à jour du récit • Feb 08
DSFIR: Chinese Competition And Commoditization Risks Will Shape Future Margin Resilience
Analysts have reduced their fair value estimate for DSM-Firmenich to €70.00 from €71.89, reflecting lower price targets and more cautious views on growth potential and competitive pressures highlighted in recent research updates. Analyst Commentary Recent research has turned more cautious, with several bearish analysts trimming price targets and, in some cases, downgrading their stance on DSM-Firmenich.Mise à jour du récit • Jan 25
DSFIR: Market Share Defense Will Counter Rising European Commoditization Risk
The analyst fair value estimate for DSM-Firmenich has been reduced from €100.20 to €96.62, as analysts factor in lower assumed revenue growth and profit margins, slightly higher discount rates, and recent Street research highlighting full valuation, limited EBITDA growth prospects in 2026, and rising commoditization risks in European consumer ingredients. Analyst Commentary Recent Street research on DSM-Firmenich points to a more balanced view of the shares, with several firms trimming price targets and some shifting to more neutral stances.Mise à jour du récit • Jan 10
DSFIR: Market Share Defense Will Offset European Commoditization And Chinese Pricing Pressures
We have trimmed our fair value estimate for DSM-Firmenich from €102.00 to €100.20, reflecting analysts' lower price targets, slightly higher discount rate assumptions, and more cautious profit margin expectations, even as they factor in revised longer term revenue growth and P/E inputs. Analyst Commentary Recent Street research on DSM-Firmenich has turned more mixed, with several firms trimming price targets and shifting ratings as they reassess upside versus execution risks.Mise à jour du récit • Dec 14
DSFIR Commoditization And Chinese Competition Will Shape Future Margin Resilience Narrative
Analysts have reduced their average price target for DSM-Firmenich by roughly EUR 15, reflecting heightened concern over commoditization risks in European consumer ingredients, as well as intensifying competitive and pricing pressures from China. Analyst Commentary Bearish analysts have increasingly framed the recent wave of price target cuts as a reassessment of DSM-Firmenich's near term earnings power, with lower expectations for margin resilience in consumer ingredients.Mise à jour du récit • Nov 29
DSFIR: Market Share Defense Will Overcome Mounting European Competition Risks
Analysts have reduced their price targets for DSM-Firmenich by notable amounts, with recent estimates moving downward. Concerns about increased competition and pricing pressure are weighing on sentiment.Article d’analyse • Nov 26
DSM-Firmenich AG's (AMS:DSFIR) Shareholders Might Be Looking For Exit
When close to half the companies in the Chemicals industry in the Netherlands have price-to-sales ratios (or "P/S...Mise à jour du récit • Nov 15
DSFIR: Competitive Risks Will Ease As European Pricing Pressure Moderates
The analyst fair value target for DSM-Firmenich has been lowered from €105.70 to €102.00. Analysts cite concerns about increased commoditization risks, competitive pressure, and adjustments to growth and profitability outlooks.Mise à jour du récit • Nov 01
DSFIR: Resilient Consumer Health Demand Will Drive Performance Amid Pricing Pressure
Analysts have reduced their price target for DSM-Firmenich from €108.45 to €105.70. They cite slightly lower revenue growth expectations and modest adjustments to valuation assumptions as the reasons for this change.Article d’analyse • Oct 19
Is It Time To Consider Buying DSM-Firmenich AG (AMS:DSFIR)?
Today we're going to take a look at the well-established DSM-Firmenich AG ( AMS:DSFIR ). The company's stock received a...Mise à jour du récit • Oct 18
Health And Bio-Based Trends Will Drive Future Success
The fair value estimate for DSM-Firmenich has been slightly reduced from €108.95 to €108.45. This change reflects updated analyst projections citing modest adjustments to revenue growth and profit margin expectations.Mise à jour du récit • Oct 04
Health And Bio-Based Trends Will Drive Future Success
Analysts have lowered their price target for DSM-Firmenich from €114.65 to €108.95. They cite reduced expectations for revenue growth and a higher discount rate, despite a marginal improvement in profit margins and future valuation metrics.Article d’analyse • Sep 28
DSM-Firmenich (AMS:DSFIR) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Mise à jour du récit • Sep 19
Health And Bio-Based Trends Will Drive Future Success
Consensus price targets for DSM-Firmenich have been revised downward due to persistent earnings headwinds, weaker-than-expected Nutrition demand, and margin pressures from currency and input costs, partially offset by confidence in long-term synergies and portfolio optimization, resulting in a new fair value of €114.65 (down from €117.70). Analyst Commentary Bearish analysts point to persistent earnings headwinds and industry-wide pricing pressure driving down near-term profitability.Mise à jour du récit • Sep 04
Health And Bio-Based Trends Will Drive Future Success
With both the future P/E ratio and consensus revenue growth forecasts remaining essentially unchanged, analysts have maintained DSM-Firmenich’s fair value estimate at €117.70. What's in the News DSM-Firmenich launched Lacteol® diarrhEase™ Kids, a top pediatrician-recommended postbiotic for children as young as six months, in the U.S. market.Article d’analyse • Aug 05
The DSM-Firmenich AG (AMS:DSFIR) Half-Yearly Results Are Out And Analysts Have Published New Forecasts
DSM-Firmenich AG ( AMS:DSFIR ) shareholders are probably feeling a little disappointed, since its shares fell 5.1% to...Article d’analyse • Aug 02
DSM-Firmenich AG (AMS:DSFIR) Shares Could Be 40% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for DSM-Firmenich is €136 based on 2 Stage Free Cash Flow to Equity...Article d’analyse • Jul 11
Is It Too Late To Consider Buying DSM-Firmenich AG (AMS:DSFIR)?
Let's talk about the popular DSM-Firmenich AG ( AMS:DSFIR ). The company's shares received a lot of attention from a...
Nouveau récit • Feb 23
Focusing On Taste, Texture, And Health Will Strengthen Future Prospects
The merger of DSM and Firmenich focuses on high-growth segments, enhancing revenue through synergies and achieving significant earnings improvements.Rendement pour les actionnaires
| DSFIR | NL Chemicals | NL Marché | |
|---|---|---|---|
| 7D | 3.2% | 0.3% | 2.6% |
| 1Y | -7.8% | -7.3% | 41.2% |
Rendement vs Industrie: DSFIR correspondait au secteur Dutch Chemicals qui a rapporté -7.3 % au cours de l'année écoulée.
Rendement vs marché: DSFIR a sous-performé le marché Dutch qui a rapporté 41.2 % au cours de l'année écoulée.
Volatilité des prix
| DSFIR volatility | |
|---|---|
| DSFIR Average Weekly Movement | 4.8% |
| Chemicals Industry Average Movement | 3.9% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in NL Market | 7.2% |
| 10% least volatile stocks in NL Market | 2.2% |
Cours de l'action stable: DSFIR n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Dutch.
Volatilité au fil du temps: La volatilité hebdomadaire de DSFIR ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1902 | 26,873 | Dimitri de Vreeze | www.dsm-firmenich.com |
DSM-Firmenich AG fournit des solutions en matière de nutrition, de santé et de beauté en Suisse, aux Pays-Bas, dans le reste de l'Europe, au Moyen-Orient et en Afrique, en Amérique du Nord, en Amérique latine, en Chine et dans le reste de l'Asie. La société opère à travers quatre segments : Parfumerie et beauté ; Goût, texture et santé ; Santé, nutrition et soins ; et Nutrition animale et santé. Le segment Parfumerie et beauté crée des parfums à partir d'ingrédients naturels, synthétiques et biotechnologiques.
DSM-Firmenich AG Résumé des fondamentaux
| DSFIR statistiques fondamentales | |
|---|---|
| Capitalisation boursière | €20.34b |
| Bénéfices(TTM) | €274.00m |
| Recettes(TTM) | €9.03b |
75.1x
Ratio P/E2.3x
Ratio P/SLe site DSFIR est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| DSFIR compte de résultat (TTM) | |
|---|---|
| Recettes | €9.03b |
| Coût des recettes | €5.50b |
| Marge brute | €3.53b |
| Autres dépenses | €3.26b |
| Les revenus | €274.00m |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
Jul 30, 2026
| Résultat par action (EPS) | 1.11 |
| Marge brute | 39.07% |
| Marge bénéficiaire nette | 3.03% |
| Ratio dettes/capitaux propres | 26.1% |
Quelles ont été les performances à long terme de DSFIR?
Voir les performances historiques et les comparaisonsDividendes
3.0%
Rendement actuel des dividendes237%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/02 21:59 |
| Cours de l'action en fin de journée | 2026/07/02 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 pour apprendre à 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
DSM-Firmenich AG est couverte par 41 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 |
|---|---|
| Alexander Sloane | Barclays |
| Jennifer Barker | Barclays |
| Sebastian Bray | Berenberg |