Celanese (CE) Aperçu de l'action
Celanese Corporation produit et vend des polymères techniques dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 3/6 |
| Performances passées | 0/6 |
| Santé financière | 1/6 |
| Dividendes | 0/6 |
CE Community Fair Values
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Analyst Price Targets
Celanese Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$44.46 |
| Plus haut sur 52 semaines | US$70.70 |
| Plus bas sur 52 semaines | US$35.13 |
| Bêta | 0.75 |
| Variation sur 1 mois | -5.24% |
| Variation sur 3 mois | -25.24% |
| Variation sur 1 an | -6.24% |
| Variation sur 3 ans | -64.23% |
| Variation sur 5 ans | -72.13% |
| Évolution depuis l'introduction en bourse | 177.88% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Aug 07
CE: Carbon Capture And Bio Based Materials Will Support Future Upside
Analysts have reduced their price target on Celanese to $85 from about $90, citing updated assumptions that now reflect a higher discount rate, more modest revenue growth, a higher profit margin and a lower future P/E multiple. What’s in the News for Celanese Amsterdam District Court dismissed in full a damages claim against Celanese Corporation from Shell Chemicals Europe B.V., along with a related declaratory judgment claim from Repsol entities represented by Stichting Ethylene Claims.
Mise à jour du récit • Jul 23
CE: Sustainability Partnerships And Footprint Shifts Will Shape Balanced Future Potential
Analysts have reduced their fair value estimate for Celanese stock from $64.00 to $48.00. This change reflects updated assumptions for growth, margins, and a lower future P/E multiple in their price target framework.Seeking Alpha • Jul 22
Celanese: The Discount Is Leverage, Not A Gift
Summary Celanese Corporation is rated hold due to thin equity and a heavy $11.6B net debt load, not undervaluation. CE's current price (~$44.56) aligns with a probability-weighted base case valuation of $41 per share, reflecting balanced bear and bull scenarios. Q1 results show flat gross margin overall, but the Acetyl Chain segment deteriorated while Engineered Materials improved; FCF remains negligible, and debt reduction is reliant on asset sales. Key catalysts are Q2 results, specifically Acetyl Chain's profit step-up and whether free cash flow can fund net debt reduction rather than being offset by interest. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 09
CE: Lower Carbon Materials And CCU Adoption Will Support Future Upside
Analysts have raised their price target on Celanese to $68.70 from $51.50, citing updated assumptions that include slightly lower discount rates, higher projected revenue growth, largely stable profit margins, and a higher future P/E multiple. What’s in the News for Celanese Celanese and Siegwerk Druckfarben agreed to collaborate on supplying more sustainable printing ink solutions using Celanese bio-based ethyl acetate with 50% bio-based content, reducing reliance on fossil-derived raw materials.Recent updates
Mise à jour du récit • Aug 07
CE: Carbon Capture And Bio Based Materials Will Support Future Upside
Analysts have reduced their price target on Celanese to $85 from about $90, citing updated assumptions that now reflect a higher discount rate, more modest revenue growth, a higher profit margin and a lower future P/E multiple. What’s in the News for Celanese Amsterdam District Court dismissed in full a damages claim against Celanese Corporation from Shell Chemicals Europe B.V., along with a related declaratory judgment claim from Repsol entities represented by Stichting Ethylene Claims.Mise à jour du récit • Jul 23
CE: Sustainability Partnerships And Footprint Shifts Will Shape Balanced Future Potential
Analysts have reduced their fair value estimate for Celanese stock from $64.00 to $48.00. This change reflects updated assumptions for growth, margins, and a lower future P/E multiple in their price target framework.Seeking Alpha • Jul 22
Celanese: The Discount Is Leverage, Not A Gift
Summary Celanese Corporation is rated hold due to thin equity and a heavy $11.6B net debt load, not undervaluation. CE's current price (~$44.56) aligns with a probability-weighted base case valuation of $41 per share, reflecting balanced bear and bull scenarios. Q1 results show flat gross margin overall, but the Acetyl Chain segment deteriorated while Engineered Materials improved; FCF remains negligible, and debt reduction is reliant on asset sales. Key catalysts are Q2 results, specifically Acetyl Chain's profit step-up and whether free cash flow can fund net debt reduction rather than being offset by interest. Read the full article on Seeking AlphaMise à jour du récit • Jul 09
CE: Lower Carbon Materials And CCU Adoption Will Support Future Upside
Analysts have raised their price target on Celanese to $68.70 from $51.50, citing updated assumptions that include slightly lower discount rates, higher projected revenue growth, largely stable profit margins, and a higher future P/E multiple. What’s in the News for Celanese Celanese and Siegwerk Druckfarben agreed to collaborate on supplying more sustainable printing ink solutions using Celanese bio-based ethyl acetate with 50% bio-based content, reducing reliance on fossil-derived raw materials.Mise à jour du récit • Jun 25
CE: Sustainable Materials Partnerships Will Support Future Upside Potential
Analysts kept their $64.00 price target on Celanese steady, citing updated assumptions that now reflect a discount rate of 11.41%, revenue growth of 1.60%, a profit margin of 8.66%, and a forward P/E of 11.29x. They view these assumptions as better aligning the stock with current risk and earnings expectations.Article d’analyse • Jun 20
Celanese (CE) Stock Could Be 70% Undervalued After Recent Share Price Swings
Celanese (CE) has drawn fresh attention after recent share price swings, with the stock down 4% over the past week and about 3% over the past month. This has prompted closer scrutiny of its fundamentals. See our latest analysis for Celanese. Looking beyond the recent pullback, Celanese’s share price return is up 21.35% year to date, while the 1-year total shareholder return is down 4.18%, with longer term total shareholder returns over 3 and 5 years also showing sizeable declines. This mix of...Mise à jour du récit • Jun 06
CE: Asia Footprint Optimization And Carbon Capture Partnership Will Support Future Upside
Analysts have lifted their fair value estimate for Celanese from $41.00 to $64.00, citing updated assumptions around revenue growth, discount rate, profit margin and future P/E that they believe better reflect the company’s outlook. What's in the News Celanese plans to close its Engineered Materials compounding facility in Ulsan, South Korea, and shift production to existing plants in Nanjing and Shenzhen, China, and Silvassa, India, as part of an effort to optimize its Asia production network and support its "Grow & Fortify" strategy.Mise à jour du récit • May 10
CE: Carbon Capture Progress And Michigan Tech Expansion Will Support Future Upside
Analysts now see Celanese's fair value at about $90, down from roughly $94. The change reflects slightly adjusted assumptions for revenue growth, profit margin and future P/E, while maintaining a broadly similar risk profile.Article d’analyse • May 08
Celanese Corporation Just Missed Earnings - But Analysts Have Updated Their Models
It's been a mediocre week for Celanese Corporation ( NYSE:CE ) shareholders, with the stock dropping 14% to US$58.40 in...Mise à jour du récit • Apr 21
CE: Expanded Michigan Technology Hub Will Support A Stronger Long Term Earnings Profile
Analysts have nudged their fair value estimate for Celanese to about $94.43 from roughly $93.94. This reflects updated views on revenue growth, profit margins, the discount rate and a modestly higher future P/E assumption.Mise à jour du récit • Apr 06
CE: Expanded Technology Hub Will Support A Stronger Long Term Earnings Profile
Analysts have lifted their price target for Celanese from about $91.95 to roughly $93.94, citing updated assumptions for a slightly lower discount rate, modestly higher revenue growth, a small improvement in profit margins, and a marginally lower future P/E multiple. What's in the News Completed a share repurchase program covering 14,782,830 shares, described as 12.76% of the company, for a total of US$1,937.27 million under the buyback announced on April 18, 2019 (Key Developments).Mise à jour du récit • Mar 23
CE: Expanded Technology Hub Will Support A Stronger Long Term Earnings Profile
Analysts have revised their price target on Celanese to $91.95 from $86.00 as they factor in updated assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Completion of a share repurchase program, with 14,782,830 shares bought back for a total of US$1,937.27 million under the authorization announced on April 18, 2019 (Key Developments).Mise à jour du récit • Mar 09
CE: Expanded Technology Investments And Lower Multiple Assumptions Will Weigh On Future Upside
Analysts have reduced their price target on Celanese to $41.00. The change is primarily linked to updated assumptions on the discount rate, revenue trends, profit margin and future P/E.Mise à jour du récit • Feb 23
CE: Expanded Technology Push And Sustainability Efforts Will Not Offset Weak Revenue Outlook
Analysts have nudged their fair value estimate for Celanese up from $40.00 to $41.00, citing a slightly lower discount rate and a modestly higher assumed future P/E multiple, even as they adjust revenue growth expectations and keep profit margin assumptions essentially unchanged. What's in the News Celanese opened an expanded Michigan Technology Center in Troy and Auburn Hills, bringing piloting, application development, and advanced engineering prototyping into a single hub focused on Engineered Materials and its 2026 growth strategy (Key Developments).Mise à jour du récit • Feb 09
CE: Sustainability Certification Will Support A Stronger Long Term Earnings Profile
Narrative Update Overview Analysts now place Celanese's fair value at about US$86 per share, up from roughly US$85, as they adjust assumptions around the discount rate, revenue growth, profit margin, and future P/E multiples in their updated models. What's in the News Celanese received Carbon Footprint Certification from International Sustainability & Carbon Certification for its Hostaform and Celcon POM ECO-C grades produced in Frankfurt, Germany, and Bishop, Texas, expanding its network of certified facilities (Key Developments).Article d’analyse • Feb 07
Celanese Corporation (NYSE:CE) Surges 29% Yet Its Low P/S Is No Reason For Excitement
The Celanese Corporation ( NYSE:CE ) share price has done very well over the last month, posting an excellent gain of...Mise à jour du récit • Jan 25
CE: Impairments And Asset Closures Will Outweigh Sustainability Progress Going Forward
Analysts have raised their price target on Celanese, aligning their outlook with updated assumptions that now indicate 26.0% revenue growth, an 8.4% profit margin and a future P/E of 7.60x. This reflects a shift in how they balance growth and profitability expectations for the company.Mise à jour du récit • Jan 10
CE: Low Carbon Materials And Digital Platform Will Support Future Margin Upside
Analysts have trimmed their fair value estimate for Celanese by US$1 to US$51.50, citing updated assumptions for revenue growth, profit margins, and the future P/E multiple. What's in the News Celanese received Carbon Footprint Certification from ISCC for its Hostaform and Celcon POM ECO-C grades at Frankfurt, Germany and Bishop, Texas, expanding its network of certified facilities and supporting lower product carbon footprints for customers (Key Developments).Mise à jour du récit • Dec 25
CE: Margin Expansion And Sustainability Efforts Will Offset Impairments And Operational Risks
Analysts have modestly raised their price target on Celanese, citing expectations for improved profitability and margin expansion, even as they assume slightly weaker revenue growth and a marginally higher discount rate. What's in the News Received ISCC Carbon Footprint Certification for Hostaform and Celcon POM ECO-C grades in Frankfurt and Bishop, supported by large scale CCU investment at Clear Lake to cut product carbon footprints and fossil based inputs (Key Developments) Integrated Life Cycle Assessment data and Product Carbon Footprint letters into the Chemille digital assistant, giving customers more transparent, sustainability driven material selection tools (Key Developments) Recorded approximately $1.5 billion in asset impairments in Q3 2025, mainly related to goodwill and Zytel trade name write downs following annual impairment testing (Key Developments) Announced intent to cease operations at the Lanaken acetate tow facility in the second half of 2026, a change that may affect about 160 employees due to weak demand, regulatory uncertainty, and high energy costs (Key Developments) Preparing to showcase new digital services, materials, and capabilities at the K Show in Dusseldorf, including an enhanced Chemille AI powered assistant and multiple new grades for automotive, consumer, and industrial applications (Key Developments) Valuation Changes Fair Value Estimate remains unchanged at $40.0 per share, indicating no revision to the intrinsic value assessment.Mise à jour du récit • Dec 11
CE: Digital Platform And Low Carbon Materials Will Support Margin Upside
Analysts have modestly raised their price target on Celanese, reflecting a reassessment of its earnings power and risk profile that supports a fair value of approximately $52.50 per share. What's in the News Celanese received Carbon Footprint Certification from ISCC for its Hostaform and Celcon POM ECO-C grades in Frankfurt and Bishop, supported by CCU technology at the Clear Lake methanol joint venture with Mitsui.Mise à jour du récit • Nov 27
CE: Digital Platform Launch Set To Improve Margins Amid Operational Shifts
Analysts have slightly raised their price target for Celanese from $52.38 to $52.50. This change reflects incremental improvements in projected revenue growth and profit margins.Mise à jour du récit • Nov 13
CE: Digital Services Rollout Will Drive Margin Improvement Despite Demand Challenges
Analysts have lowered their fair value estimate for Celanese from $53.69 to $52.38. They cite more conservative assumptions for future revenue growth, despite marginal improvements in profit margin projections.Mise à jour du récit • Oct 28
Digital Services And New Materials Will Drive Industry Opportunities Ahead
Analysts have lowered their price target for Celanese by $1 to $53.69, citing softer revenue growth expectations that modestly offset a stable profit margin outlook. What's in the News Celanese plans to cease operations at its acetate tow facility in Lanaken during the second half of 2026, impacting approximately 160 employees as part of a cost structure optimization plan.Mise à jour du récit • Sep 04
Lightweight Automotive And Green Chemistry Will Open Future Markets
Both Celanese's consensus revenue growth and net profit margin forecasts remained stable, resulting in an unchanged analyst price target of $54.94. What's in the News Celanese and Bentley Mills launched the use of Celanese's VAE ECO-CC emulsions, made from captured CO2, in Bentley’s carpet tile manufacturing to increase sustainability and recycled content.Seeking Alpha • Mar 25
Celanese Corporation: Fresh Funds May Mitigate Potential Material Dividend Cut
Summary Celanese Corporation's FY 2024 performance lagged behind peers, with operating efficiency issues and macroeconomic uncertainties limiting short-term upside, trading near its fair value of $62. The company plans to cut CAPEX and retire low-margin facilities by FY 2025, aiming to improve cash flow and deleverage its balance sheet. Weak profitability persists due to challenging demand in key markets, with management projecting lower EPS and asset impairments adding pressure. A bearish short-term outlook from management provides new investors with a limited margin of safety, however, a potential pullback towards $42 support level will provide new investors a better risk reward position. This is especially true considering CE's efforts to improve its cashflow and its new focus on high margin projects, making the stock worth monitoring in the long-run. Read the full article on Seeking AlphaSeeking Alpha • Feb 08
Celanese Cuts Its Dividend And Investors Cut Their Losses
Summary Celanese announced in Q3 the temporary suspension of its quarterly dividend, ending a 19-year streak of consecutive payments. Management’s plan to generate $800M - $900 million in annual FCF could be reasonable, but debt levels and industry headwinds make a dividend return unlikely before 2027. Weak demand in the automotive and industrial sectors, coupled with oversupply in acetyl and engineering materials, pressures margins and profitability. I see the company’s net debt to EBITDA ratio as high (~6.4 GAAP, 4.7 non-GAAP), and deleveraging to 3x will take time, limiting capital return to shareholders. A short-term bounce could be possible due to technical support. Despite my sell rating, I wouldn't short the company yet. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Celanese Presents Attractive Risk-Adjusted Return For Patient Investors
Summary Celanese Corporation, a global chemicals company, derives 54% of its revenue from engineered materials and 46% from the acetyl chain, with high-margin operations. Celanese's Engineered Materials segment is highly differentiated, while its Acetyl Chain segment has considerable cost and scale advantages. Both segments are highly profitable on a cross-cycle basis. Despite a 52% market cap loss in 2024 and a 95% dividend cut to reduce debt from the Dupont M&M acquisition, long-term gains are possible. Conservative deleveraging models suggest Celanese could achieve attractive IRRs of 21.2%-23.25% by 2028, assuming debt paydown and gradual EBITDA margin recovery. Risks include potential Chinese economic downturns, high leverage, and concerns about internal control following the Dupont M&M acquisition. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
Celanese Corporation: The Pain Of Leverage
Summary Celanese Corporation's acquisition of DuPont's Materials & Mobility business led to high leverage at a good point in the cycle. Despite initial optimism, Celanese's earnings came down, pushing up leverage ratios a lot. Recent actions to address this include a 95% dividend cut, production idling, and cost-saving measures, but market conditions will ultimately dictate the outcome. Given the current dire situation and management's track record, I remain cautious and do not recommend buying the dip at this time. Read the full article on Seeking AlphaRendement pour les actionnaires
| CE | US Chemicals | US Marché | |
|---|---|---|---|
| 7D | 1.3% | 2.8% | 2.7% |
| 1Y | -6.2% | 9.5% | 20.9% |
Rendement vs Industrie: CE a sous-performé le secteur US Chemicals qui a rapporté 9.5 % au cours de l'année écoulée.
Rendement vs marché: CE a sous-performé le marché US qui a rapporté 20.9 % au cours de l'année écoulée.
Volatilité des prix
| CE volatility | |
|---|---|
| CE Average Weekly Movement | 5.8% |
| Chemicals Industry Average Movement | 5.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: CE n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de CE ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1912 | 11,434 | Scott Richardson | www.celanese.com |
Celanese Corporation produit et vend des polymères techniques dans le monde entier. Elle opère à travers les segments Engineered Materials et Acetyl Chain. La société propose des élastomères d'éthylène acrylique, des copolymères d'éthylène-acétate de vinyle de qualité pharmaceutique, des polymères à cristaux liquides, des thermoplastiques renforcés de fibres longues, des composés et des formulations de nylon et de polypropylène, du polyoxyméthylène, du polyéthylène à très haut poids moléculaire et des élastomères thermoplastiques, des polyesters et des vulcanisats destinés à des applications dans les domaines de l'électroménager, de l'automobile, de la construction, de l'habillement grand public, de l'électronique grand public, de l'électricité, du stockage d'énergie, des équipements de filtration, de l'industrie, de la médecine et des télécommunications.
Celanese Corporation Résumé des fondamentaux
| CE statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$4.82b |
| Bénéfices(TTM) | -US$1.16b |
| Recettes(TTM) | US$9.71b |
0.5x
Ratio P/S-4.2x
Ratio P/ELe site CE est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| CE compte de résultat (TTM) | |
|---|---|
| Recettes | US$9.71b |
| Coût des recettes | US$7.64b |
| Marge brute | US$2.08b |
| Autres dépenses | US$3.24b |
| Les revenus | -US$1.16b |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -10.57 |
| Marge brute | 21.38% |
| Marge bénéficiaire nette | -11.94% |
| Ratio dettes/capitaux propres | 259.1% |
Quelles ont été les performances à long terme de CE?
Voir les performances historiques et les comparaisonsDividendes
0.3%
Rendement actuel des dividendes-1%
Ratio de distributionLe site CE verse-t-il des dividendes fiables ?
Voir CE l'historique des dividendes et les indices de référence| Celanese dates des dividendes | |
|---|---|
| Date ex-dividende | Jul 28 2026 |
| Date de paiement du dividende | Aug 10 2026 |
| Jours jusqu'au dividende Ex | 14 days |
| Jours jusqu'à la date de paiement du dividende | 1 day |
Le site CE verse-t-il des dividendes fiables ?
Voir CE l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/10 00:43 |
| Cours de l'action en fin de journée | 2026/08/10 00:00 |
| Les revenus | 2026/06/30 |
| 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 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
Celanese Corporation est couverte par 33 analystes. 15 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 | Argus Research Company |
| Ghansham Panjabi | Baird |
| Sergey Vasnetsov | Barclays |