Clariant AG

Report azionario SWX:CLN

Capitalizzazione di mercato: CHF 2.7b

Clariant Crescita futura

Criteri Future verificati 3/6

Clariant prevede che gli utili e i ricavi cresceranno rispettivamente di 49.4% e 2.1% all'anno. Si prevede che l'EPS crescerà di 50.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 12.9% in 3 anni.

Informazioni chiave

49.4%

Tasso di crescita degli utili

50.58%

Tasso di crescita dell'EPS

Chemicals crescita degli utili8.3%
Tasso di crescita dei ricavi2.1%
Rendimento futuro del capitale proprio12.86%
Copertura analitica

Good

Ultimo aggiornamento23 Apr 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento dell'analisi May 02

CLN: Trimmed Assumptions And Downgrades Will Shape Measured Forward Expectations

Analysts have trimmed their price target on Clariant by CHF 0.09 to reflect updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, in line with recent research that includes a downgrade from some firms. Analyst Commentary Bullish Takeaways Bullish analysts see the revised fair value and discount rate assumptions as more realistic.
Aggiornamento dell'analisi Apr 17

CLN: Earnings Quality And Steadier Cash Generation Will Support Bullish Re Rating

Analysts have trimmed their price target on Clariant to CHF 12.37 from CHF 12.77, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E following recent research, including a downgrade from Goldman Sachs. Analyst Commentary While the latest research includes a downgrade from Goldman Sachs, some views across the Street remain constructive, focusing on how Clariant could still convert its fundamentals into long term value creation.
Aggiornamento dell'analisi Apr 03

CLN: Recent Downgrade And Trimmed Assumptions Will Shape Potential Upside

Analysts have trimmed their CHF price targets for Clariant by a small amount, reflecting more cautious assumptions on revenue growth and profit margins. They are still applying a slightly higher future P/E multiple in their updated models.
Aggiornamento dell'analisi Mar 20

CLN: Lower CHF 7.80 Outlook Will Restrain Upside As Legal Claims Persist

Analysts have trimmed their average price target on Clariant to CHF 7.80 from CHF 8.00, reflecting slightly softer expectations that align with recent downgrades and more cautious assumptions on growth and returns. Analyst Commentary Recent research points to a more cautious stance on Clariant, with the latest moves reflecting concerns around execution, growth visibility and how the current share price lines up with those risks.
Aggiornamento dell'analisi Mar 05

CLN: Legal Claims And Recent Downgrade Will Frame Potential Upside Ahead

Analysts have trimmed their price expectations for Clariant, with the average target moving modestly lower to around CHF 7.80. This reflects updated assumptions on fair value, discount rates and future P/E in light of recent research calls.
Aggiornamento dell'analisi Feb 19

CLN: Legal Claims And Rating Downgrade Will Shape Measured Future Upside Potential

The updated analyst price target for Clariant now stands at CHF 8.80, a small change from the prior CHF 8.74, as analysts factor in recent target cuts around CHF 7.80 and adjust their assumptions on discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the updated CHF 8.80 target as reflecting a more refined view of discount rates and earnings power, rather than a fundamental shift in the story.
Aggiornamento dell'analisi Feb 05

CLN: Lower CHF 7.80 Outlook Will Cap Upside As Legal Claims Linger

Analysts have reduced their price target on Clariant to CHF 7.80 from CHF 8.00 to reflect updated views on the company’s discount rate, revenue growth assumptions, profit margins and future P/E. Analyst Commentary Bearish analysts are signaling a more cautious stance on Clariant by aligning their valuation work with a CHF 7.80 price level.
Aggiornamento dell'analisi Jan 22

CLN: Revised Expectations And Legal Claims Will Shape Future Upside Potential

Analysts have reduced their price target for Clariant to CHF 7.80 from CHF 8.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research points to a more cautious stance on Clariant, with the price target trimmed to CHF 7.80 from CHF 8 and the rating held steady at Hold.
Aggiornamento dell'analisi Jan 07

CLN: Legal Claims And Steady Earnings Outlook Will Support Bullish Re Rating

Analysts have trimmed their price target on Clariant to CHF 7.80, reflecting updated assumptions for fair value, revenue growth, margins and future P/E multiples following recent research. Analyst Commentary Recent research points to a more measured stance on Clariant, with the revised CHF 7.80 target reflecting updated views on valuation, earnings power and the multiples investors might be willing to pay for the shares.
Aggiornamento dell'analisi Dec 21

CLN: Reduced Price Outlook Will Limit Upside Amid Rising Legal Risks

Analysts have reduced their price target on Clariant by CHF 1.50 to CHF 8.10, reflecting more cautious assumptions on revenue growth and valuation multiples, even though margin expectations have improved slightly. Analyst Commentary Bearish analysts have framed the lower price target as a reflection of rising skepticism around Clariant's ability to deliver on its medium term growth ambitions, despite recent progress on margins.
Aggiornamento dell'analisi Dec 07

CLN: Margin Recovery And Legal Overhang Will Shape Future Share Resilience

Analysts have trimmed their price target on Clariant by CHF 1.50 to reflect a slightly lower assumed future price to earnings multiple and discount rate, even as forecasts for profit margins have improved. Analyst Commentary Analysts remain balanced in their view on Clariant, with modest adjustments to valuation assumptions reflecting both improving profitability and lingering execution risks.
Aggiornamento dell'analisi Nov 23

CLN: Market Recovery And Margin Discipline Will Drive Future Share Resilience

Clariant's analyst price target has been revised downward from CHF 9.78 to CHF 9.51. Analysts cite tempered expectations for near-term performance amid evolving market conditions.
Aggiornamento dell'analisi Nov 07

CLN: Margin Improvements And Efficiency Efforts Will Offset Market Headwinds

Analysts have reduced their price target for Clariant from CHF 9.60 to CHF 8.10. This adjustment reflects lowered growth expectations and a more cautious outlook on the company's future performance.
Articolo di analisi Nov 04

Cautious Investors Not Rewarding Clariant AG's (VTX:CLN) Performance Completely

There wouldn't be many who think Clariant AG's ( VTX:CLN ) price-to-earnings (or "P/E") ratio of 20.4x is worth a...
Aggiornamento dell'analisi Oct 24

Earnings Recovery Will Depend On Stabilization And Cost Improvements Amid Headwinds

Narrative Update: Clariant Analyst Price Target Adjustment Clariant’s analyst price target has been reduced significantly, dropping from CHF 9.60 to CHF 8.10. Analysts cite softer revenue growth and profit margin expectations in their revised outlook.
Aggiornamento dell'analisi Oct 10

China Expansion And Sustainable Solutions Will Boost Long-Term Appeal

Narrative Update on Clariant Clariant's analyst price target has been revised downward from CHF 10.95 to CHF 10.58. Analysts cite a combination of cautious revenue growth assumptions and a recent reduction in price targets by major banks.
Aggiornamento dell'analisi Sep 26

China Expansion And Sustainable Solutions Will Boost Long-Term Appeal

The minor decrease in Clariant's price target reflects a combination of lower revenue growth expectations and a modestly higher discount rate, resulting in a slight fair value reduction to CHF10.95. What's in the News Clariant AG dropped from the FTSE All-World Index (USD).
Articolo di analisi Sep 17

Is Clariant AG (VTX:CLN) Trading At A 32% Discount?

Key Insights Clariant's estimated fair value is CHF11.89 based on 2 Stage Free Cash Flow to Equity Current share price...
Articolo di analisi Aug 26

We Think Clariant (VTX:CLN) Is Taking Some Risk With Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Aug 08

Clariant's (VTX:CLN) Anemic Earnings Might Be Worse Than You Think

SWX:CLN 1 Year Share Price vs Fair Value Explore Clariant's Fair Values from the Community and select yours Clariant...
Articolo di analisi May 30

Clariant (VTX:CLN) Has Affirmed Its Dividend Of CHF0.42

Clariant AG ( VTX:CLN ) has announced that it will pay a dividend of CHF0.42 per share on the 4th of June. Based on...
Articolo di analisi May 05

These 4 Measures Indicate That Clariant (VTX:CLN) Is Using Debt Extensively

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Apr 13

Are Investors Undervaluing Clariant AG (VTX:CLN) By 39%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Clariant fair value estimate is CHF13.37 Current share price...
Articolo di analisi Mar 26

Clariant AG's (VTX:CLN) CEO Might Not Expect Shareholders To Be So Generous This Year

Key Insights Clariant's Annual General Meeting to take place on 1st of April Salary of CHF1.20m is part of CEO Conrad...
Articolo di analisi Mar 05

Clariant AG Just Missed EPS By 6.0%: Here's What Analysts Think Will Happen Next

It's been a sad week for Clariant AG ( VTX:CLN ), who've watched their investment drop 10% to CHF9.76 in the week since...
Articolo di analisi Mar 02

Take Care Before Diving Into The Deep End On Clariant AG (VTX:CLN)

When close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") above 21x, you may consider...
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Nuova analisi Dec 18

Restructuring, Lucas Meyer Cosmetics, And Sunliquid Set To Boost Margins And Drive Earnings

Identifying restructuring opportunities and targeting significant savings could improve Clariant's net margins and earnings efficiency in the coming years.
Articolo di analisi Nov 27

Estimating The Intrinsic Value Of Clariant AG (VTX:CLN)

Key Insights The projected fair value for Clariant is CHF10.85 based on 2 Stage Free Cash Flow to Equity Clariant's...
Articolo di analisi Nov 09

It's A Story Of Risk Vs Reward With Clariant AG (VTX:CLN)

Clariant AG's ( VTX:CLN ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a strong buy right now...
Articolo di analisi Aug 07

Clariant's (VTX:CLN) Solid Earnings Have Been Accounted For Conservatively

The stock was sluggish on the back of Clariant AG's ( VTX:CLN ) recent earnings report. Our analysis suggests that...
Articolo di analisi Jul 17

Why Investors Shouldn't Be Surprised By Clariant AG's (VTX:CLN) Low P/S

Clariant AG's ( VTX:CLN ) price-to-sales (or "P/S") ratio of 1.1x might make it look like a strong buy right now...
Articolo di analisi Apr 23

What Is Clariant AG's (VTX:CLN) Share Price Doing?

Clariant AG ( VTX:CLN ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Articolo di analisi Apr 03

Increases to Clariant AG's (VTX:CLN) CEO Compensation Might Cool off for now

Key Insights Clariant to hold its Annual General Meeting on 9th of April Total pay for CEO Conrad Keijzer includes...
Articolo di analisi Nov 22

An Intrinsic Calculation For Clariant AG (VTX:CLN) Suggests It's 50% Undervalued

Key Insights The projected fair value for Clariant is CHF25.95 based on 2 Stage Free Cash Flow to Equity Current share...
Articolo di analisi Oct 31

Clariant (VTX:CLN) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Jul 30

Clariant (VTX:CLN) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Previsioni di crescita degli utili e dei ricavi

SWX:CLN - Stime future degli analisti e dati finanziari passati (CHF Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20284,0762603735939
12/31/20273,98326135657915
12/31/20263,84421532257414
12/31/20253,915-75273419N/A
9/30/20253,98919250421N/A
6/30/20254,063113226422N/A
3/31/20254,108179218420N/A
12/31/20244,152244210418N/A
6/30/20244,163118251455N/A
3/31/20244,270143233438N/A
12/31/20234,377168215421N/A
6/30/20234,919-98400597N/A
3/31/20235,059-115346550N/A
12/31/20225,198-133291502N/A
9/30/20225,050107153417N/A
6/30/20224,90134615331N/A
3/31/20224,6373059347N/A
12/31/20214,3722633363N/A
9/30/20214,161199-16329N/A
6/30/20213,949135-35295N/A
3/31/20213,90512118332N/A
12/31/20203,86010671369N/A
6/30/20204,115141192485N/A
3/31/20204,25740207497N/A
12/31/20194,399-62221509N/A
6/30/20194,409-67N/A541N/A
3/31/20194,40764N/A536N/A
12/31/20184,404194N/A530N/A
9/30/20184,937223N/AN/AN/A
6/30/20185,469251N/A414N/A
3/31/20185,923264N/A421N/A
12/31/20176,377277N/A428N/A
9/30/20176,229276N/A491N/A
6/30/20176,080274N/A554N/A
3/31/20175,964264N/A600N/A
12/31/20165,847253N/A646N/A
9/30/20165,899211N/A733N/A
6/30/20165,835203N/A645N/A
3/31/20165,792195N/A592N/A
12/31/20155,807217N/A502N/A
9/30/20155,867275N/A517N/A
6/30/20155,964272N/A512N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che CLN diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 0.6% ).

Guadagni vs Mercato: Si prevede che CLN diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede CLN diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di CLN ( 2.1% all'anno) crescerà più lentamente rispetto al mercato Swiss ( 4.9% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CLN ( 2.1% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di CLN sarà basso tra 3 anni ( 12.9 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/08 21:30
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Clariant AG è coperta da 35 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Volker BosseBaader Helvea Equity Research
Konstantin WiechertBaader Helvea Equity Research
Katie RichardsBarclays