Brenntag (BNR) Panoramica del titolo
Brenntag SE si occupa della distribuzione di prodotti chimici e ingredienti in Germania, Stati Uniti, Regno Unito, Cina, Canada, Italia, Polonia, Francia e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
BNR Community Fair Values
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Analyst Price Targets
Top Community Narratives
€80.94
FV
29.0% sottovalutato sconto intrinseco5.00%
Revenue growth p.a.
29
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Concorrenti di Brenntag SE
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | €57.50 |
| Massimo di 52 settimane | €63.76 |
| Minimo di 52 settimane | €43.72 |
| Beta | 0.53 |
| Variazione di 1 mese | -4.58% |
| Variazione a 3 mesi | 6.36% |
| Variazione di 1 anno | 1.27% |
| Variazione a 3 anni | -22.94% |
| Variazione a 5 anni | -25.40% |
| Variazione dall'IPO | 219.44% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • May 01
BNR: Higher Discount Rate And Lower P E May Cap Share Price
Analysts have trimmed their Brenntag price target slightly from about €54.50 to roughly €53.86. This reflects updates to assumptions on discount rate, revenue growth, profit margin and future P/E following recent UBS and Deutsche Bank research.
Aggiornamento della narrazione • Apr 15
BNR: Dividend And Epoxy Expansion Are Expected To Support Re Rating
Analysts have nudged their price target for Brenntag slightly higher to about €68, citing updated assumptions for revenue growth, profit margins and a lower future P/E multiple following recent research, including an upgrade at a major bank. Analyst Commentary Recent research points to a more constructive tone around Brenntag, with bullish analysts aligning their models to the updated assumptions on revenue growth, profit margins and future P/E multiples that underpin the new price target around €68.
Aggiornamento della narrazione • Apr 01
BNR: Sector Headwinds And Execution Risks Will Sustain Earnings Pressure
Narrative Update The analyst price target for Brenntag has been adjusted to €50. Analysts cite updated 2026 sector views, a more cautious stance on chemical distribution and staffing peers, and revised assumptions for discount rate, revenue growth, profit margin, and future P/E.Recent updates
Aggiornamento della narrazione • May 01
BNR: Higher Discount Rate And Lower P E May Cap Share Price
Analysts have trimmed their Brenntag price target slightly from about €54.50 to roughly €53.86. This reflects updates to assumptions on discount rate, revenue growth, profit margin and future P/E following recent UBS and Deutsche Bank research.Aggiornamento della narrazione • Apr 15
BNR: Dividend And Epoxy Expansion Are Expected To Support Re Rating
Analysts have nudged their price target for Brenntag slightly higher to about €68, citing updated assumptions for revenue growth, profit margins and a lower future P/E multiple following recent research, including an upgrade at a major bank. Analyst Commentary Recent research points to a more constructive tone around Brenntag, with bullish analysts aligning their models to the updated assumptions on revenue growth, profit margins and future P/E multiples that underpin the new price target around €68.Aggiornamento della narrazione • Apr 01
BNR: Sector Headwinds And Execution Risks Will Sustain Earnings Pressure
Narrative Update The analyst price target for Brenntag has been adjusted to €50. Analysts cite updated 2026 sector views, a more cautious stance on chemical distribution and staffing peers, and revised assumptions for discount rate, revenue growth, profit margin, and future P/E.Aggiornamento della narrazione • Mar 18
BNR: Distribution Execution And Staffing Risks Will Sustain Earnings Pressure
Analysts have reduced their Brenntag price target to €50 from €63, citing a more cautious stance on chemical distribution and staffing within the broader European business services group. Analyst Commentary Bearish analysts have shifted to a more cautious stance on Brenntag, pointing to risks around execution in chemical distribution and staffing within the broader European business services group.Aggiornamento della narrazione • Mar 04
BNR: Expanded Epoxy Partnership Will Support A More Constructive Long Term View
Our Brenntag narrative has been updated to reflect a lower analyst price target of €50, down from €63, as analysts factor in more cautious assumptions on revenue growth, profit margins and sector conditions, even while using a slightly higher discount rate and a higher future P/E multiple. Analyst Commentary The latest rating and price target move to €50 comes as part of a broader 2026 reassessment of European business services and chemical distribution names.Aggiornamento della narrazione • Feb 18
BNR: Chemical Distribution Concerns Will Sustain Earnings Pressure And Extended Multiple Compression
Analysts have cut their price target on Brenntag to €50 from €63, reflecting a more cautious view on chemical distribution as they update their 2026 outlook and favor other business services names instead. Analyst Commentary Bearish analysts have moved Brenntag to a less favorable rating and cut the price target to €50 from €63, signaling a stricter view on what they are willing to pay for the shares in the medium term.Aggiornamento della narrazione • Feb 03
BNR: Chemical Distribution Execution Risk Will Pressure Earnings And Sustain Multiple Compression
Narrative update on Brenntag Analysts have trimmed their average price target for Brenntag to €50 from €63. This reflects a more cautious view on chemical distribution and related business services, while still keeping fair value assumptions broadly unchanged.Aggiornamento della narrazione • Jan 20
BNR: Staffing And Chemical Distribution Risks Will Pressure Earnings And Sustain Multiple Compression
Narrative Update on Brenntag Brenntag's analyst price target has been cut to €50 from €63, with analysts citing a more cautious view on chemical distribution and staffing exposure within their 2026 outlook. Analyst Commentary Bearish analysts have shifted their stance on Brenntag, cutting the price target to €50 from €63 and moving the rating to Underweight.Aggiornamento della narrazione • Jan 06
BNR: Weaker Chemical Demand Will Pressure Earnings And Sustain Multiple Compression
Analysts have trimmed their average price targets on Brenntag to a range around €45 to €50, reflecting more cautious views on chemical distribution volumes and the company's growth profile. Analyst Commentary Recent research updates on Brenntag point to a more cautious stance on the stock, with several bearish analysts rethinking both ratings and price targets in light of concerns around chemical distribution and the company's growth profile.Articolo di analisi • Dec 31
Is There An Opportunity With Brenntag SE's (ETR:BNR) 49% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Brenntag fair value estimate is €96.93 Current share price of...Aggiornamento della narrazione • Dec 18
BNR: Weaker Chemical Demand Will Pressure Earnings And Drive Multiple Compression
Analysts have reduced their price target on Brenntag from about EUR 47 to EUR 42. This reflects expectations for a weaker growth profile and a deteriorating chemical market backdrop, even as margins hold up and valuation multiples compress slightly.Aggiornamento della narrazione • Dec 04
BNR: Share Price Will Rebound As Cost Efficiencies Support Earnings Resilience
The analyst price target for Brenntag has been trimmed slightly from EUR 54.67 to about EUR 54.50, as analysts factor in a weaker chemical market backdrop, lower expected growth, and modestly softer profitability assumptions. Analyst Commentary Recent Street research reflects a more cautious stance on Brenntag, with several firms lowering price targets and reassessing the companys risk reward profile in light of a softer chemical demand outlook.Articolo di analisi • Nov 29
Here's Why Brenntag (ETR:BNR) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Aggiornamento della narrazione • Nov 20
BNR: Share Price Will Rebound As Chemical Market Challenges Ease
Brenntag's analyst fair value estimate has declined from €57.24 to €54.67, as analysts cite a weaker growth outlook and challenging chemical market conditions as reasons for the reduced price target. Analyst Commentary Recent analyst updates on Brenntag reflect a shift in sentiment as experts weigh the company’s outlook in the context of ongoing market challenges and valuation considerations.Articolo di analisi • Nov 09
Brenntag SE's (ETR:BNR) Shares May Have Run Too Fast Too Soon
It's not a stretch to say that Brenntag SE's ( ETR:BNR ) price-to-earnings (or "P/E") ratio of 15.8x right now seems...Aggiornamento della narrazione • Nov 05
BNR: Share Price Will Reflect Sector Headwinds as Market Conditions Stabilize
Brenntag's consensus analyst price target has been lowered noticeably in recent updates. Analysts cite a challenging chemical market environment and expectations for slower growth as key factors behind the revised outlook.Aggiornamento della narrazione • Oct 22
Analyst Commentary Signals Lower Growth Expectations as Brenntag Faces Reduced Price Targets
Brenntag's analyst price target has been revised downward by approximately EUR 3 to EUR 57, as analysts point to ongoing reductions in expected growth and profitability in light of a challenging market backdrop. Analyst Commentary Recent analyst coverage of Brenntag reflects a cautious sentiment across the market, with lowered price targets and revised outlooks highlighting ongoing concerns about the company's growth prospects and market challenges.Aggiornamento della narrazione • Oct 08
Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value
Brenntag's analyst price target has been reduced by several euros, as analysts cite lower expectations for revenue growth, profit margins, and sector cyclicality. Analyst Commentary Recent street research updates reflect a mixed outlook on Brenntag, with several analysts adjusting their ratings and lowering price targets in light of the company’s ongoing performance and sector trends.Articolo di analisi • Sep 20
Return Trends At Brenntag (ETR:BNR) Aren't Appealing
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Aggiornamento della narrazione • Sep 05
Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value
Analysts have maintained a cautious outlook on Brenntag due to its increased earnings cyclicality, macroeconomic uncertainties, and negative FX impacts, resulting in an unchanged consensus price target at €62.83. Analyst Commentary Bearish analysts cite increased cyclicality in Brenntag’s business versus specialty distributors, leading to greater earnings volatility.Articolo di analisi • Aug 15
Earnings Miss: Brenntag SE Missed EPS By 64% And Analysts Are Revising Their Forecasts
XTRA:BNR 1 Year Share Price vs Fair Value Explore Brenntag's Fair Values from the Community and select yours Brenntag...Articolo di analisi • Jul 17
We Think Brenntag (ETR:BNR) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Jun 28
Brenntag SE's (ETR:BNR) Prospects Need A Boost To Lift Shares
When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 20x, you may consider...
Nuova narrazione • Nov 25
Decisive Acquisitions And Digital Innovations Propel Transformation Amid Challenges
Strategic focus on divisional optimization and cost containment is set to enhance revenue and improve net margins by reducing expenses.Rendimenti per gli azionisti
| BNR | DE Trade Distributors | DE Mercato | |
|---|---|---|---|
| 7D | -6.4% | -6.1% | 3.2% |
| 1Y | 1.3% | 1.5% | 2.5% |
Ritorno vs Industria: BNR ha superato il German Trade Distributors che ha restituito 1.5 % nell'ultimo anno.
Rendimento vs Mercato: BNR ha superato il mercato German che ha restituito 2.5 % nell'ultimo anno.
Volatilità dei prezzi
| BNR volatility | |
|---|---|
| BNR Average Weekly Movement | 5.0% |
| Trade Distributors Industry Average Movement | 7.9% |
| Market Average Movement | 6.1% |
| 10% most volatile stocks in DE Market | 13.6% |
| 10% least volatile stocks in DE Market | 2.7% |
Prezzo delle azioni stabile: BNR non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato German.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di BNR è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1874 | 17,300 | Jens Birgersson | www.brenntag.com |
Brenntag SE si occupa della distribuzione di prodotti chimici e ingredienti in Germania, Stati Uniti, Regno Unito, Cina, Canada, Italia, Polonia, Francia e a livello internazionale. Opera in due segmenti, Brenntag Essentials e Brenntag Specialties. L'azienda fornisce consegne just-in-time, miscelazione e miscelazione di prodotti, riconfezionamento, gestione dell'inventario e gestione del reso dei fusti, oltre a soluzioni applicative, di marketing e supply chain, supporto tecnico e formulativo, know-how normativo completo e soluzioni digitali, come canali di vendita digitali e piattaforme di prodotto.
Brenntag SE Riepilogo dei fondamenti
| BNR statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | €8.30b |
| Utili (TTM) | €227.60m |
| Ricavi(TTM) | €14.76b |
36.5x
Rapporto P/E0.6x
Rapporto P/SBNR è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| BNR Conto economico (TTM) | |
|---|---|
| Ricavi | €14.76b |
| Costo del fatturato | €11.00b |
| Profitto lordo | €3.76b |
| Altre spese | €3.53b |
| Utili | €227.60m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 12, 2026
| Utile per azione (EPS) | 1.58 |
| Margine lordo | 25.48% |
| Margine di profitto netto | 1.54% |
| Rapporto debito/patrimonio netto | 62.2% |
Come si è comportato BNR nel lungo periodo?
Vedi performance storica e confrontoDividendi
3.3%
Rendimento attuale del dividendo120%
Rapporto di remunerazioneBNR paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di BNR| Brenntag date dei dividendi | |
|---|---|
| Data di stacco del dividendo | May 21 2026 |
| Data di pagamento dei dividendi | May 25 2026 |
| Giorni fino al dividendo Ex | 2 days |
| Giorni prima della data di pagamento dei dividendi | 2 days |
BNR paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di BNRAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 08:59 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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
Brenntag SE è coperta da 30 analisti. 13 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.
| Analista | Istituzione |
|---|---|
| Volker Bosse | Baader Helvea Equity Research |
| Gaurav Jain | Barclays |
| James Stewart | Barclays |