Beiersdorf Aktiengesellschaft

Report azionario XTRA:BEI

Capitalizzazione di mercato: €15.3b

Beiersdorf Crescita futura

Criteri Future verificati 1/6

Beiersdorf prevede che gli utili e i ricavi cresceranno rispettivamente di 4.4% e 2.5% all'anno. Si prevede che l'EPS crescerà di 5.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 10.8% in 3 anni.

Informazioni chiave

4.4%

Tasso di crescita degli utili

5.29%

Tasso di crescita dell'EPS

Personal Products crescita degli utili8.5%
Tasso di crescita dei ricavi2.5%
Rendimento futuro del capitale proprio10.76%
Copertura analitica

Good

Ultimo aggiornamento01 Jun 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • May 22

BEI: Brand Execution And Buyback Program Will Shape Future Performance Resilience

Beiersdorf's analyst price target has been reduced from about €115 to roughly €88. This reflects analysts' updated expectations for slower revenue growth, slightly lower margins and a lower future P/E, alongside a series of recent target cuts and rating downgrades, particularly around concerns for Nivea's market share and competitive pressure.
Aggiornamento della narrazione • Apr 28

BEI: Reset Expectations As Competitive Pressures And Buyback Plans Shape A Cautious Outlook

Analysts have trimmed the fair value estimate for Beiersdorf by €2 to €68. This reflects a series of lower Street price targets and reduced assumptions for revenue growth, profit margins, and future P/E multiples as competitive pressures on Nivea and broader sector concerns build.
Aggiornamento della narrazione • Apr 14

BEI: Reset Expectations And Brand Pressures Will Shape A Cautious But Balanced Outlook

Analysts have trimmed their average price targets for Beiersdorf by single digits in € terms, reflecting slightly lower revenue growth expectations and a modestly higher discount rate, partly offset by a small uplift in projected profit margins and future P/E, following a cluster of recent downgrades and model updates across major banks. Analyst Commentary Recent research has tilted more cautious, with several bearish analysts cutting price targets and revising ratings in light of execution risks and questions around the durability of Beiersdorf's growth profile.
Aggiornamento della narrazione • Mar 31

BEI: Future Brand And Pricing Execution Will Drive Share Repricing Potential

Analysts have trimmed their price targets on Beiersdorf, with the modeled fair value moving from about €155.44 to €141.62 as they factor in lower assumed profit margins, a reduced future P/E of around 29.25, and ongoing concerns about Nivea's market share pressures and competitive pricing. Analyst Commentary Recent research has leaned cautious on Beiersdorf, with several firms trimming price targets and downgrading ratings as they reassess assumptions for Nivea's market share, pricing, and the pace of improvement in the core skincare franchise.
Aggiornamento della narrazione • Mar 17

BEI: Price Resets And Brand Pressures Will Shape A Balanced Outlook

Analysts have trimmed the fair value estimate for Beiersdorf from €90.00 to €70.00. This reflects reduced assumptions for revenue growth, profit margin and future P/E, as recent research highlights Nivea market share pressures and tougher competitive pricing.
Aggiornamento della narrazione • Mar 03

BEI: Price Resets And Brand Execution Risk Will Drive A Cautious Outlook

Analysts have trimmed their fair value estimate for Beiersdorf to €90.00 from €92.00, citing updated assumptions on growth, margins and future P/E multiples, along with recent Street research that highlights brand competitiveness efforts and mixed rating changes. Analyst Commentary Recent Street research paints a more cautious picture around Beiersdorf, with bearish analysts focusing on execution risk around pricing, brand momentum and what that could mean for valuation multiples.
Aggiornamento della narrazione • Feb 16

BEI: Pricing Resets And Brand Execution Will Shape Future Performance Resilience

Analysts have kept their fair value estimate for Beiersdorf steady at €115.15, reflecting a modestly higher assumed future P/E and mixed recent Street views. These include a Deutsche Bank upgrade to Buy at €105 and a Jefferies price target trim to €92 tied to expectations for Nivea price resets.
Aggiornamento della narrazione • Feb 02

BEI: Pricing Reset And Brand Strength Will Support Future Performance Resilience

The updated analyst fair value for Beiersdorf has edged slightly lower to €115.15 from €116.00, as analysts balance Jefferies' reduced €92 price target and concerns around Nivea volumes with a more supportive Buy upgrade and €105 target from Deutsche Bank. Analyst Commentary Recent research on Beiersdorf shows a split in views, with some analysts focusing on longer term potential and others highlighting nearer term execution risks, especially around the Nivea brand and pricing moves.
Aggiornamento della narrazione • Jan 19

BEI: Future Rating Shift Will Determine Share Repricing Potential

The analyst price target for Beiersdorf has been adjusted lower to €155.44 from €163.77, as analysts weigh mixed recent research, with some highlighting a potential boost from an improved rating and others pointing to pressures around Nivea pricing, volume growth and margin expectations. Analyst Commentary Recent research shows a split view on Beiersdorf, with some focusing on brand and pricing headwinds while others point to potential upside if execution on pricing and volumes improves.
Aggiornamento della narrazione • Jan 05

BEI: Modest Discount Rate Shift Will Support Core Performance Resilience

Analysts have trimmed their price targets on Beiersdorf, with one recent move from €102 to €100. This is reflected in a slightly lower fair value estimate of €116.00, based on modest changes to assumptions for the discount rate, revenue growth, profit margin and future P/E.
Aggiornamento della narrazione • Dec 16

BEI: Price Cuts And Margin Uncertainty Will Shape A More Cautious Outlook

The analyst fair value estimate for Beiersdorf has been reduced from EUR 98 to EUR 92, as analysts trim revenue growth, profit margin, and valuation multiple assumptions in line with a wave of recent price target cuts across the Street. Analyst Commentary Bearish analysts have recently trimmed their price targets for Beiersdorf, signaling a more cautious stance on the company valuation following a period of strong share price performance.
Aggiornamento della narrazione • Dec 02

BEI: Wider Market Expansion Will Sustain Core Performance Through Execution Challenges

Beiersdorf's analyst price target has been trimmed slightly, down from €116.89 to €116.58. Analysts highlight concerns over slower brand growth and product launch risks, while maintaining cautious optimism for the stock's core performance.
Aggiornamento della narrazione • Nov 18

BEI: Core Brand Momentum Will Drive Share Performance In Coming Months

Beiersdorf's analyst price target has been reduced amid modest adjustments to growth estimates. Analysts cite pressures on core brand momentum and the impact of recent product launches as reasons for lowering targets by as much as EUR 20 in several recent updates.
Aggiornamento della narrazione • Oct 31

BEI: Future Product Rollouts Will Drive Upside Despite Sector Headwinds

Analysts have reduced their fair value estimate for Beiersdorf from €118.32 to €116.89, citing slightly lower forecasts for revenue growth and profit margins in light of recent downward price target revisions across the sector. Analyst Commentary Following a series of recent street research reports, analysts have updated their perspectives on Beiersdorf.
Articolo di analisi • Oct 22

Beiersdorf Aktiengesellschaft's (ETR:BEI) Intrinsic Value Is Potentially 35% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Beiersdorf fair value estimate is €129 Current share price of...
Aggiornamento della narrazione • Oct 17

Science Based Skincare Will Expand Global Demand

Beiersdorf’s analyst price target has been revised downward from €120 to a range of €105 to €120, reflecting a more cautious outlook from analysts based on slower revenue growth and concerns over the impact of new product launches on core sales. Analyst Commentary Recent street research paints a mixed but increasingly cautious picture for Beiersdorf, as analysts continue to trim their price targets and reassess the company’s growth trajectory.
Aggiornamento della narrazione • Oct 03

Science Based Skincare Will Expand Global Demand

Beiersdorf's analyst price targets have been reduced in recent updates, with consensus moving from around €123.21 to €120.53. Analysts cite slower organic growth and near-term profit margin pressures as key factors for the downward revision.
Aggiornamento della narrazione • Sep 17

Science Based Skincare Will Expand Global Demand

Beiersdorf's consensus price target was modestly lowered to €123.21, as analysts flagged slowing Nivea sales, product cannibalization risks, and a more cautious sector outlook ahead of results. Analyst Commentary Slowing organic sales growth for Nivea cited as a key risk to valuation, with recent performance below the required threshold to justify prior targets.
Articolo di analisi • Aug 26

Here's What To Make Of Beiersdorf's (ETR:BEI) Decelerating Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Aggiornamento della narrazione • Aug 07

Science Based Skincare Will Expand Global Demand

Beiersdorf’s fair value has been revised downward to €127.00, reflecting softer revenue growth expectations and a modest decrease in forecasted future P/E. Valuation Changes Summary of Valuation Changes for Beiersdorf The Consensus Analyst Price Target has fallen from €134.11 to €127.00.
Articolo di analisi • Jul 09

Beiersdorf Aktiengesellschaft (ETR:BEI) Shares Could Be 28% Below Their Intrinsic Value Estimate

Key Insights Beiersdorf's estimated fair value is €151 based on 2 Stage Free Cash Flow to Equity Beiersdorf's €109...
Articolo di analisi • Jun 24

Beiersdorf (ETR:BEI) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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Nuova narrazione • Nov 07

Eucerin's Global Success And Innovation Drive Bright Future In Derma And Beyond

Strategic product launches and innovations across its brands are fueling strong revenue growth and expanding market share in the Derma segment.

Previsioni di crescita degli utili e dei ricavi

XTRA:BEI - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202810,4691,0279341,38217
12/31/202710,1589858791,40619
12/31/20269,8009268181,33118
12/31/20259,852939322785N/A
9/30/20259,858911297769N/A
6/30/20259,863882272752N/A
3/31/20259,857897533992N/A
12/31/20249,8509127941,231N/A
9/30/20249,7688257841,234N/A
6/30/20249,6867387741,237N/A
3/31/20249,5677375991,089N/A
12/31/20239,447736424941N/A
9/30/20239,353788381900N/A
6/30/20239,259840338858N/A
3/31/20239,029798294828N/A
12/31/20228,799755249797N/A
9/30/20228,514747305829N/A
6/30/20228,229738360861N/A
3/31/20227,928688470927N/A
12/31/20217,627638580993N/A
9/30/20217,5396547241,094N/A
6/30/20217,4506708681,195N/A
3/31/20217,2386157861,090N/A
12/31/20207,025560704984N/A
9/30/20207,145577636927N/A
6/30/20207,265593568870N/A
3/31/20207,459656617928N/A
12/31/20197,653718665985N/A
9/30/20197,555729N/A957N/A
6/30/20197,457739N/A929N/A
3/31/20197,345734N/A899N/A
12/31/20187,233728N/A868N/A
9/30/20187,195706N/A818N/A
6/30/20187,156683N/A767N/A
3/31/20187,106678N/A839N/A
12/31/20177,056672N/A911N/A
9/30/20176,982703N/A915N/A
6/30/20176,907733N/A919N/A
3/31/20176,830721N/A931N/A
12/31/20166,752709N/A942N/A
9/30/20166,706690N/A894N/A
6/30/20166,642676N/A917N/A
3/31/20166,659663N/A749N/A
12/31/20156,686660N/A800N/A
9/30/20156,604619N/A633N/A
6/30/20156,516571N/A558N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di BEI ( 4.4% all'anno) è superiore al tasso di risparmio ( 1.9% ).

Guadagni vs Mercato: Si prevede che gli utili di BEI ( 4.4% all'anno) cresceranno più lentamente rispetto al mercato German ( 17.2% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di BEI cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di BEI ( 2.5% all'anno) crescerà più lentamente rispetto al mercato German ( 6.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di BEI ( 2.5% 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 BEI sarà basso tra 3 anni ( 10.8 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/05 16:12
Prezzo dell'azione a fine giornata2026/06/05 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

Beiersdorf Aktiengesellschaft è coperta da 39 analisti. 19 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
Gerhard SchwarzBaader Helvea Equity Research
Pedro Gil Garcia AlejoBanco Santander
Patrick FolanBarclays