Essity (ESSITY B) Aperçu de l'action
Essity AB (publ) développe, produit et vend des produits et services d'hygiène et de santé en Europe, en Amérique du Nord et en Amérique latine, en Asie et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 2/6 |
| Performances passées | 3/6 |
| Santé financière | 6/6 |
| Dividendes | 3/6 |
Récompenses
Analyse des risques
ESSITY B ont passé avec succès nos contrôles de risques.
ESSITY B Community Fair Values
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Analyst Price Targets
Essity AB (publ) Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | SEK 244.50 |
| Plus haut sur 52 semaines | SEK 293.10 |
| Plus bas sur 52 semaines | SEK 236.10 |
| Bêta | 0.37 |
| Variation sur 1 mois | 0.66% |
| Variation sur 3 mois | -7.10% |
| Variation sur 1 an | -12.18% |
| Variation sur 3 ans | -21.63% |
| Variation sur 5 ans | -15.07% |
| Évolution depuis l'introduction en bourse | -1.61% |
Nouvelles et mises à jour récentes
ESSITY B: Neutral Stance As Pricing Roll Off And Categories Remain Mixed
Essity's analyst price target has been trimmed from about SEK 278 to SEK 266, as analysts factor in updated estimates, pricing roll off, and limited signs of stabilisation in weaker categories. Analyst Commentary Recent Street research on Essity has tilted cautious, with a series of price target cuts and at least one downgrade, as analysts refresh models following the FY25 results and updated outlook for 2026.
ESSITY B: Pricing Roll Off Into 2026 Will Keep Sentiment Cautious
Essity's analyst fair value has been trimmed from SEK 235.0 to SEK 220.0 as analysts factor in recent price target cuts, as well as ongoing concerns around pricing roll off and weaker categories showing limited signs of stabilizing. Analyst Commentary Recent Street research around Essity has leaned cautious, with several bearish analysts trimming price targets and revisiting their assumptions after the latest FY25 results.ESSITY B: Pricing Roll Off And Weaker Categories Will Keep Sentiment Cautious
Essity's analyst price target has been trimmed by around SEK 15 to SEK 252, as analysts factor in updated FY25 results, ongoing pricing roll off into 2026, and limited signs of stabilization in some weaker categories. Analyst Commentary Recent Street research has tilted more cautious on Essity, with several bearish analysts trimming price targets and rethinking their stance on the shares.ESSITY B: Neutral View Balances Pricing Pressure With Firmer Margin Expectations
Narrative update on Essity Essity's analyst price target has edged down by SEK 4.71, with analysts citing slightly higher discount rates, softer revenue growth assumptions, and lower future P/E expectations, partly offset by firmer margin assumptions and recent Street research pointing to pricing pressure and weaker categories that show limited signs of stabilizing. Analyst Commentary Recent Street research on Essity has turned more cautious, with several houses trimming price targets or downgrading their stance.Recent updates
ESSITY B: Neutral Stance As Pricing Roll Off And Categories Remain Mixed
Essity's analyst price target has been trimmed from about SEK 278 to SEK 266, as analysts factor in updated estimates, pricing roll off, and limited signs of stabilisation in weaker categories. Analyst Commentary Recent Street research on Essity has tilted cautious, with a series of price target cuts and at least one downgrade, as analysts refresh models following the FY25 results and updated outlook for 2026.ESSITY B: Pricing Roll Off Into 2026 Will Keep Sentiment Cautious
Essity's analyst fair value has been trimmed from SEK 235.0 to SEK 220.0 as analysts factor in recent price target cuts, as well as ongoing concerns around pricing roll off and weaker categories showing limited signs of stabilizing. Analyst Commentary Recent Street research around Essity has leaned cautious, with several bearish analysts trimming price targets and revisiting their assumptions after the latest FY25 results.ESSITY B: Pricing Roll Off And Weaker Categories Will Keep Sentiment Cautious
Essity's analyst price target has been trimmed by around SEK 15 to SEK 252, as analysts factor in updated FY25 results, ongoing pricing roll off into 2026, and limited signs of stabilization in some weaker categories. Analyst Commentary Recent Street research has tilted more cautious on Essity, with several bearish analysts trimming price targets and rethinking their stance on the shares.ESSITY B: Neutral View Balances Pricing Pressure With Firmer Margin Expectations
Narrative update on Essity Essity's analyst price target has edged down by SEK 4.71, with analysts citing slightly higher discount rates, softer revenue growth assumptions, and lower future P/E expectations, partly offset by firmer margin assumptions and recent Street research pointing to pricing pressure and weaker categories that show limited signs of stabilizing. Analyst Commentary Recent Street research on Essity has turned more cautious, with several houses trimming price targets or downgrading their stance.
ESSITY B: Capital Returns And Sector Rebound Potential Will Drive Future Upside
Analysts have trimmed their Essity fair value estimate to SEK 320 from SEK 325, reflecting recent downgrades and a view that sector valuations may stay cheap despite only modest adjustments to growth, margin and P/E assumptions. Analyst Commentary Recent Street research has tilted more cautious on Essity, with fair value estimates and price targets pointing to a muted near term setup for the shares.ESSITY B: Cautious Rating Shifts Will Keep Multiples Compressed
Analysts have nudged their fair value estimate for Essity up from SEK 230 to SEK 235. This reflects updated views on its model and mixed recent research that includes both price target increases and downgrades to more cautious ratings.ESSITY B: Dividend And Buybacks Will Support Future Upside Potential
Analysts have kept their fair value estimate for Essity steady at SEK 325, with updated models that balance a higher assumed revenue growth rate against slightly lower profit margin expectations, as well as a modestly higher future P/E informed by recent Street price targets between SEK 267 and SEK 290 and a shift to more neutral ratings. Analyst Commentary Street research around Essity has become more balanced, but there are still clear pockets of optimism that matter if you are trying to gauge how supportive the external view is around the current fair value estimate of SEK 325.ESSITY B: Neutral Stance Will Meet Cost Savings And Decentralization Plan
Essity’s analyst fair value estimate has edged up from SEK 281.08 to SEK 282.29, reflecting modest model updates and mixed Street views as some analysts trim ratings and set price targets in the SEK 267 to SEK 290 range, while still seeing the shares as reasonably valued within staples. Analyst Commentary Recent research updates on Essity point to a mixed but generally balanced stance, with modest tweaks to models and price targets rather than big swings in conviction.ESSITY B: Margin Discipline And Cost Savings Will Drive Future Upside Potential
Analysts have made only modest adjustments to their SEK price targets for Essity, with a small net decrease as updated post Q3 models reflect slightly softer long term revenue growth and margins, partially offset by expectations for a marginally higher future P/E multiple. Analyst Commentary Bullish analysts continue to view Essity's Q3 delivery as broadly supportive of the equity story, with updated models signaling confidence in the company’s ability to defend margins and gradually reaccelerate growth.ESSITY B: Margin And Cost Savings Progress Will Support Upside Potential
Analysts have trimmed their fair value estimate for Essity to SEK 325 from SEK 330, reflecting a slightly higher assumed discount rate, even as they factor in marginally stronger long term revenue growth, improved profit margins, and a modestly lower future P E multiple following recent Street target revisions. Analyst Commentary Recent Street research reflects a more constructive stance on Essity's medium term prospects, with bullish analysts incrementally lifting price targets and refining their models following the Q3 report.Analysts Cite Trough Valuation and Limited Catalysts as Essity Price Targets Edge Lower
Analysts have slightly decreased their price target for Essity, lowering it by approximately SEK 1. This adjustment reflects a continued cautious outlook as recent research points to limited immediate catalysts for the shares.Demand In Feminine Care And Incontinence Will Expand Internationally
Analysts have lowered their fair value target for Essity from SEK 285.25 to SEK 282.33. They cite concerns about structural pressures and a lack of near-term catalysts, even though there are some positive longer-term trends in higher margin segments.Demand In Feminine Care And Incontinence Will Expand Internationally
Essity's consensus price target was revised slightly lower to SEK285.25 amid sector-wide pressures, a shift toward higher-margin segments lacking near-term catalysts, and concerns over potential sales shortfalls. Analyst Commentary Analysts see Essity trading at a trough valuation as it shifts focus away from tissue towards higher-margin segments, but lack near-term catalysts for upward share price movement.
Consumer Goods Innovation And Emerging Market Expansion Propel Thriving Growth
Growth in high-margin categories aims to improve net margins and profitability through stronger product mix and pricing strategies.Rendement pour les actionnaires
| ESSITY B | SE Household Products | SE Marché | |
|---|---|---|---|
| 7D | -1.9% | -2.7% | -2.8% |
| 1Y | -12.2% | -9.0% | 12.4% |
Rendement vs Industrie: ESSITY B a sous-performé le secteur Swedish Household Products qui a rapporté -9 % au cours de l'année écoulée.
Rendement vs marché: ESSITY B a sous-performé le marché Swedish qui a rapporté 12.4 % au cours de l'année écoulée.
Volatilité des prix
| ESSITY B volatility | |
|---|---|
| ESSITY B Average Weekly Movement | 3.0% |
| Household Products Industry Average Movement | 5.0% |
| Market Average Movement | 6.6% |
| 10% most volatile stocks in SE Market | 13.0% |
| 10% least volatile stocks in SE Market | 3.8% |
Cours de l'action stable: ESSITY B n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Swedish.
Volatilité au fil du temps: La volatilité hebdomadaire de ESSITY B ( 3% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1849 | 36,000 | Ulrika Kolsrud | www.essity.com |
Essity AB (publ) développe, produit et vend des produits et services d'hygiène et de santé en Europe, en Amérique du Nord et en Amérique latine, en Asie et dans le monde entier. L'entreprise opère à travers trois segments : Santé et médecine, Biens de consommation et Hygiène professionnelle. Le segment Santé et médecine propose des produits d'incontinence, de traitement des plaies, de thérapie par compression, d'orthopédie, de soins de la peau, des lingettes humides, des gants de toilette et des solutions numériques avec technologie de capteurs sous les marques TENA, Leukoplast, JOBST, Actimove, Cutimed, Delta-Cast, AquaCast Liner et Hydrofera aux aidants familiaux, aux soignants professionnels, aux patients et aux consommateurs par le biais de pharmacies, de magasins de matériel médical, d'hôpitaux, de distributeurs, d'établissements de soins et du commerce en ligne.
Essity AB (publ) Résumé des fondamentaux
| ESSITY B statistiques fondamentales | |
|---|---|
| Capitalisation boursière | SEK 166.43b |
| Bénéfices(TTM) | SEK 12.47b |
| Recettes(TTM) | SEK 136.70b |
Le site ESSITY B est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ESSITY B compte de résultat (TTM) | |
|---|---|
| Recettes | SEK 136.70b |
| Coût des recettes | SEK 90.94b |
| Marge brute | SEK 45.75b |
| Autres dépenses | SEK 33.28b |
| Les revenus | SEK 12.47b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Jul 16, 2026
| Résultat par action (EPS) | 18.33 |
| Marge brute | 33.47% |
| Marge bénéficiaire nette | 9.13% |
| Ratio dettes/capitaux propres | 48.0% |
Quelles ont été les performances à long terme de ESSITY B?
Voir les performances historiques et les comparaisonsDividendes
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/04/30 04:13 |
| Cours de l'action en fin de journée | 2026/04/30 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 |
|
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| 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
Essity AB (publ) est couverte par 24 analystes. 14 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 |
| Patrick Folan | Barclays |
| Iain Simpson | Barclays |