Borregaard (BRG) Aperçu de l'action
Borregaard ASA développe, produit et commercialise des produits biochimiques et des biomatériaux spécialisés en Norvège, dans le reste de l'Europe, en Asie, aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 4/6 |
| Performances passées | 2/6 |
| Santé financière | 6/6 |
| Dividendes | 5/6 |
Récompenses
Analyse des risques
BRG Community Fair Values
Create NarrativeSee what 24 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Borregaard ASA Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | NOK 145.20 |
| Plus haut sur 52 semaines | NOK 212.00 |
| Plus bas sur 52 semaines | NOK 142.00 |
| Bêta | 0.59 |
| Variation sur 1 mois | -16.65% |
| Variation sur 3 mois | -16.07% |
| Variation sur 1 an | -23.01% |
| Variation sur 3 ans | -24.45% |
| Variation sur 5 ans | -20.92% |
| Évolution depuis l'introduction en bourse | 601.45% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Apr 21
BRG: Dividend Support And Volume Outlook Will Underpin Future Upside
Analysts have trimmed the Borregaard fair value estimate by NOK 1.0 to NOK 198.6. This reflects slightly adjusted assumptions on discount rate, revenue growth, profit margins and future P/E following mixed recent research, including a lower price target and a downgrade alongside a separate upgrade. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent upgrade signals confidence that current pricing already reflects much of the previous caution baked into Borregaard's shares.Mise à jour du récit • Apr 07
BRG: Dividend Support And Updated Volume Guidance Will Drive Future Upside
Narrative Update The analyst price target for Borregaard has been adjusted slightly from NOK 200 to around NOK 199.60, as analysts update their models with a lower discount rate, largely unchanged growth and margin assumptions, and a modestly higher future P/E, following a mix of recent upgrades and target cuts in Street research. Analyst Commentary Recent Street research around Borregaard has been mixed, with one upgrade and at least two cautious views.Mise à jour du récit • Mar 23
BRG: Dividend Support And Stable Earnings Profile Will Drive Future Upside
Analysts kept the fair value estimate for Borregaard steady at NOK 200, with only very small tweaks to inputs like the discount rate, revenue growth, profit margin, and future P/E, reflecting recent price target cuts and more cautious views in Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the unchanged NOK 200 fair value estimate as a sign that the long term earnings and cash flow assumptions remain intact despite recent target cuts.Recent updates
Mise à jour du récit • Apr 21
BRG: Dividend Support And Volume Outlook Will Underpin Future Upside
Analysts have trimmed the Borregaard fair value estimate by NOK 1.0 to NOK 198.6. This reflects slightly adjusted assumptions on discount rate, revenue growth, profit margins and future P/E following mixed recent research, including a lower price target and a downgrade alongside a separate upgrade. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent upgrade signals confidence that current pricing already reflects much of the previous caution baked into Borregaard's shares.Mise à jour du récit • Apr 07
BRG: Dividend Support And Updated Volume Guidance Will Drive Future Upside
Narrative Update The analyst price target for Borregaard has been adjusted slightly from NOK 200 to around NOK 199.60, as analysts update their models with a lower discount rate, largely unchanged growth and margin assumptions, and a modestly higher future P/E, following a mix of recent upgrades and target cuts in Street research. Analyst Commentary Recent Street research around Borregaard has been mixed, with one upgrade and at least two cautious views.Mise à jour du récit • Mar 23
BRG: Dividend Support And Stable Earnings Profile Will Drive Future Upside
Analysts kept the fair value estimate for Borregaard steady at NOK 200, with only very small tweaks to inputs like the discount rate, revenue growth, profit margin, and future P/E, reflecting recent price target cuts and more cautious views in Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the unchanged NOK 200 fair value estimate as a sign that the long term earnings and cash flow assumptions remain intact despite recent target cuts.Mise à jour du récit • Mar 08
BRG: Dividend Support And Niche Margin Resilience Will Drive Future Upside
Analysts have trimmed their Borregaard price targets, with one key house cutting its view by NOK 45. This reflects a more cautious stance that also feeds into slightly lower assumed discount rates and P/E multiples in updated models.Mise à jour du récit • Feb 22
BRG: Dividend And Margin Resilience Will Support Higher Future Fair Value
Analysts have trimmed their Borregaard price targets, with one cut of NOK 45 reflecting slightly higher discount rates and only marginal tweaks to long term revenue growth, profit margins and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts appear comfortable that only marginal adjustments to long term revenue growth, profit margins and future P/E assumptions are needed, which suggests they still view the core earnings profile as intact.Article d’analyse • Feb 08
Borregaard (OB:BRG) Is Increasing Its Dividend To NOK4.75
Borregaard ASA ( OB:BRG ) will increase its dividend from last year's comparable payment on the 27th of April to...Mise à jour du récit • Feb 08
BRG: Dividend Policy And Higher Margins Will Support Future Fair Value
Analysts have reduced their fair value estimate for Borregaard from NOK 211.40 to NOK 200.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E following recent research, including a downgrade from SEB Equities. Analyst Commentary Bullish Takeaways Bullish analysts see the revised fair value of NOK 200.00 as still implying room for execution on revenue growth and margins, even after accounting for a higher discount rate and more cautious P/E assumptions.Article d’analyse • Feb 03
Is Now The Time To Look At Buying Borregaard ASA (OB:BRG)?
Borregaard ASA ( OB:BRG ), might not be a large cap stock, but it received a lot of attention from a substantial price...Mise à jour du récit • Jan 23
BRG: Government Support And Bio Project Will Continue To Underpin Fair Value
Analysts have trimmed their fair value estimate for Borregaard slightly from NOK 212.50 to about NOK 211.40, reflecting modest adjustments to the discount rate, revenue growth, profit margin and forward P/E inputs. Valuation Changes Fair Value Estimate has been adjusted slightly from NOK 212.50 to about NOK 211.40.Mise à jour du récit • Jan 08
BRG: Government Support And Bio Project Will Support Fairly Valued Outlook
Analysts have kept their fair value estimate for Borregaard steady at NOK 212.50, with only slight technical adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E feeding into the updated price target rationale. Valuation Changes Fair Value: The fair value estimate is unchanged at NOK 212.50, with no modification to the central valuation point.Mise à jour du récit • Dec 19
BRG: Government Support And Bio Project Will Support Stable Future Outlook
Analysts have marginally raised their price target on Borregaard to NOK 212.50, citing slightly lower discount rate assumptions while keeping revenue growth, profit margin, and future P E expectations essentially unchanged. What's in the News Norwegian Research Council awards Borregaard NOK 15 million for its Biomer innovation project, supporting development of bio based alternatives to fossil based polycarboxylates used in agriculture, industry, and household products (Norwegian Research Council) Biomer project to leverage Borregaard’s Sarpsborg biorefinery and wood chemistry expertise to convert Norwegian bioresources into greener polymers with a significantly lower environmental footprint (Norwegian Research Council) Valuation Changes The fair value estimate remains unchanged at NOK 212.50 per share, indicating no revision to the overall intrinsic value assessment.Mise à jour du récit • Dec 05
BRG: Government Support And Stable Outlook Will Offset Temporary Production Disruption
Analysts have nudged their price target on Borregaard slightly higher to NOK 212.50, reflecting marginally lower discount rate assumptions and continued expectations for steady revenue growth, profit margins, and valuation multiples. What's in the News NOK 15 million in funding from the Norwegian Research Council will support Borregaard’s Biomer project, which aims to develop bio based alternatives to fossil based polycarboxylates used across agriculture, industry, and household products (Regulatory Authority: Compliance).Mise à jour du récit • Nov 21
BRG: Recent Government Support Will Strengthen Outlook Amid Temporary Production Disruption
Analysts have maintained Borregaard's price target at NOK 212.50. This reflects continued confidence in the company’s financial outlook, despite only marginal adjustments to key assumptions.Mise à jour du récit • Nov 06
BRG: Rising Bio-Based Support Will Drive Long-Term Upside Momentum
Analysts have revised Borregaard’s fair value target slightly downwards, from NOK 214.75 to NOK 212.50. They cite updated projections for profit margins and market conditions as influencing factors.Mise à jour du récit • Oct 23
Analysts Adjust Borregaard Price Target and Valuation Following Recent Updates and Ongoing Developments
Analysts have slightly lowered their price target for Borregaard from NOK 217.50 to NOK 214.75. This change is due to minor adjustments in discount rate and valuation metrics after reviewing updated forecasts.Article d’analyse • Sep 17
Borregaard (OB:BRG) Is Experiencing Growth In Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Article d’analyse • Sep 02
We Think Borregaard (OB:BRG) Can Stay On Top Of Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Article d’analyse • Jul 19
Analysts Are Updating Their Borregaard ASA (OB:BRG) Estimates After Its Second-Quarter Results
Shareholders might have noticed that Borregaard ASA ( OB:BRG ) filed its quarterly result this time last week. The...Article d’analyse • Jun 10
If EPS Growth Is Important To You, Borregaard (OB:BRG) Presents An Opportunity
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Article d’analyse • May 03
Borregaard ASA (OB:BRG) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Borregaard ASA ( OB:BRG ) just released its latest quarterly results and things are looking bullish. Results were good...Article d’analyse • Apr 04
Here's Why Borregaard ASA's (OB:BRG) CEO Compensation Is The Least Of Shareholders Concerns
Key Insights Borregaard to hold its Annual General Meeting on 10th of April CEO Per Sørlie's total compensation...Article d’analyse • Mar 19
There's Reason For Concern Over Borregaard ASA's (OB:BRG) Price
With a price-to-earnings (or "P/E") ratio of 21.5x Borregaard ASA ( OB:BRG ) may be sending very bearish signals at the...
Nouveau récit • Feb 02
BioSolutions Expansion And Environmental Initiatives Will Benefit Future Operations
Focus on high-value products and specialization in BioSolutions and BioMaterials aims to improve product mix and enhance net margins.Article d’analyse • Feb 01
Borregaard ASA (OB:BRG) Just Released Its Yearly Earnings: Here's What Analysts Think
It's been a good week for Borregaard ASA ( OB:BRG ) shareholders, because the company has just released its latest...Article d’analyse • Jan 24
Returns Are Gaining Momentum At Borregaard (OB:BRG)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Article d’analyse • Nov 21
Borregaard ASA's (OB:BRG) Business Is Yet to Catch Up With Its Share Price
Borregaard ASA's ( OB:BRG ) price-to-earnings (or "P/E") ratio of 22.5x might make it look like a strong sell right now...Article d’analyse • Sep 21
Here's Why Borregaard (OB:BRG) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Article d’analyse • Aug 31
Borregaard (OB:BRG) Shareholders Will Want The ROCE Trajectory To Continue
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Article d’analyse • Jul 23
Borregaard ASA's (OB:BRG) Share Price Not Quite Adding Up
With a price-to-earnings (or "P/E") ratio of 23.1x Borregaard ASA ( OB:BRG ) may be sending very bearish signals at the...Article d’analyse • Jun 22
Here's Why Borregaard (OB:BRG) Can Manage Its Debt Responsibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Article d’analyse • Jun 07
Calculating The Fair Value Of Borregaard ASA (OB:BRG)
Key Insights The projected fair value for Borregaard is kr223 based on 2 Stage Free Cash Flow to Equity Borregaard's...Article d’analyse • Apr 05
This Is Why We Think Borregaard ASA's (OB:BRG) CEO Might Get A Pay Rise Approved By Shareholders
Key Insights Borregaard's Annual General Meeting to take place on 11th of April CEO Per Sørlie's total compensation...Article d’analyse • Apr 05
This Is Why We Think Borregaard ASA's (OB:BRG) CEO Might Get A Pay Rise Approved By Shareholders
Key Insights Borregaard to hold its Annual General Meeting on 11th of April Salary of kr4.12m is part of CEO Per...Article d’analyse • Feb 12
These 4 Measures Indicate That Borregaard (OB:BRG) Is Using Debt Reasonably Well
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • Jan 27
There's Reason For Concern Over Borregaard ASA's (OB:BRG) Price
When close to half the companies in Norway have price-to-earnings ratios (or "P/E's") below 11x, you may consider...Article d’analyse • Jan 06
Investors Will Want Borregaard's (OB:BRG) Growth In ROCE To Persist
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Article d’analyse • Nov 03
Calculating The Intrinsic Value Of Borregaard ASA (OB:BRG)
Key Insights Borregaard's estimated fair value is kr155 based on 2 Stage Free Cash Flow to Equity Current share price...Article d’analyse • Oct 19
Here's Why Borregaard (OB:BRG) Can Manage Its Debt Responsibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Sep 26
Is Now The Time To Put Borregaard (OB:BRG) On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Article d’analyse • Sep 07
Borregaard (OB:BRG) Is Investing Its Capital With Increasing Efficiency
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Rendement pour les actionnaires
| BRG | NO Chemicals | NO Marché | |
|---|---|---|---|
| 7D | -1.1% | -0.3% | 0.5% |
| 1Y | -23.0% | 31.1% | 19.2% |
Rendement vs Industrie: BRG a sous-performé le secteur Norwegian Chemicals qui a rapporté 31.1 % au cours de l'année écoulée.
Rendement vs marché: BRG a sous-performé le marché Norwegian qui a rapporté 19.2 % au cours de l'année écoulée.
Volatilité des prix
| BRG volatility | |
|---|---|
| BRG Average Weekly Movement | 3.6% |
| Chemicals Industry Average Movement | 7.1% |
| Market Average Movement | 5.5% |
| 10% most volatile stocks in NO Market | 11.8% |
| 10% least volatile stocks in NO Market | 3.3% |
Cours de l'action stable: BRG n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Norwegian.
Volatilité au fil du temps: La volatilité hebdomadaire de BRG ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2012 | 1,193 | Tom Foss-Jacobsen | www.borregaard.com |
Borregaard ASA développe, produit et commercialise des produits biochimiques et des biomatériaux spécialisés en Norvège, dans le reste de l'Europe, en Asie, aux États-Unis et dans le monde entier. Elle opère dans trois segments : BioSolutions, BioMatériaux et Chimie fine. La société développe, produit et vend des biopolymères et de la biovanilline pour l'agrochimie, les batteries, les liants industriels et la construction, ainsi qu'aux sociétés d'arômes et de parfums et à l'industrie alimentaire et des boissons.
Borregaard ASA Résumé des fondamentaux
| BRG statistiques fondamentales | |
|---|---|
| Capitalisation boursière | NOK 14.51b |
| Bénéfices(TTM) | NOK 551.00m |
| Recettes(TTM) | NOK 7.68b |
26.3x
Ratio P/E1.9x
Ratio P/SLe site BRG est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| BRG compte de résultat (TTM) | |
|---|---|
| Recettes | NOK 7.68b |
| Coût des recettes | NOK 2.71b |
| Marge brute | NOK 4.97b |
| Autres dépenses | NOK 4.42b |
| Les revenus | NOK 551.00m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Jul 16, 2026
| Résultat par action (EPS) | 5.51 |
| Marge brute | 64.71% |
| Marge bénéficiaire nette | 7.17% |
| Ratio dettes/capitaux propres | 26.6% |
Quelles ont été les performances à long terme de BRG?
Voir les performances historiques et les comparaisonsDividendes
3.3%
Rendement actuel des dividendes86%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/15 23:53 |
| Cours de l'action en fin de journée | 2026/05/15 00:00 |
| Les revenus | 2026/03/31 |
| 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 |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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
Borregaard ASA est couverte par 5 analystes. 5 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 |
|---|---|
| null null | ABG Sundal Collier |
| Andres Castanos-Mollor | Berenberg |
| Elliott Geoffrey Jones | Danske Bank |