K+S (SDF) Panoramica del titolo
K+S Aktiengesellschaft, insieme alle sue consociate, opera come fornitore di prodotti minerali per i settori agricolo, industriale, dei consumatori e delle comunità in Europa, Stati Uniti, Asia, Africa e Oceania. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
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K+S
46.6% sopravvalutato sconto intrinseco
K+S Aktiengesellschaft — Cyclical Investment Strategy
View narrativeGA
Published 21 Aug
Concorrenti di K+S Aktiengesellschaft
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | €16.35 |
| Massimo di 52 settimane | €18.69 |
| Minimo di 52 settimane | €10.35 |
| Beta | 0.24 |
| Variazione di 1 mese | 7.78% |
| Variazione a 3 mesi | 21.11% |
| Variazione di 1 anno | 43.93% |
| Variazione a 3 anni | -6.28% |
| Variazione a 5 anni | 24.90% |
| Variazione dall'IPO | 850.38% |
Notizie e aggiornamenti recenti
Nuova narrativa • Aug 21
K+S Aktiengesellschaft — Cyclical Investment Strategy
Investment Thesis K+S Aktiengesellschaft (XETRA: SDF) should be viewed primarily as a cyclical value investment rather than a long-term compounder. Its earnings and valuation are heavily influenced by global potash prices, agricultural fertilizer demand, European production costs and commodity-market sentiment.
Aggiornamento narrativa • Aug 11
SDF: Firmer Fertilizer Pricing And Salt Integration Will Drive Shares Higher
The analyst price target for K+S in this update moves from €15.61 to €16.26, with analysts citing a more constructive view on fertilizer pricing and the ongoing integration of the salt acquisition as key supports for the revised fair value assumptions. Analyst Commentary Recent research on K+S highlights a more constructive tone on both the core fertilizer business and the salt acquisition, with analysts updating their views on execution risk and valuation support.
Aggiornamento narrativa • Jul 28
SDF: Firmer Fertilizer Pricing And Lower Discount Rate Will Support Re Rating Potential
Analysts have lifted the fair value estimate for K+S from €26.53 to €27.75, reflecting updated assumptions on revenue growth, profitability, and fertilizer pricing, alongside a series of recent rating upgrades and higher price targets. Analyst Commentary Recent research on K+S shows a clear shift in tone from several bullish analysts, with a focus on fertilizer pricing, potash exposure, and the integration of the salt business.Recent updates
Nuova narrativa • Aug 21
K+S Aktiengesellschaft — Cyclical Investment Strategy
Investment Thesis K+S Aktiengesellschaft (XETRA: SDF) should be viewed primarily as a cyclical value investment rather than a long-term compounder. Its earnings and valuation are heavily influenced by global potash prices, agricultural fertilizer demand, European production costs and commodity-market sentiment.Aggiornamento narrativa • Aug 11
SDF: Firmer Fertilizer Pricing And Salt Integration Will Drive Shares Higher
The analyst price target for K+S in this update moves from €15.61 to €16.26, with analysts citing a more constructive view on fertilizer pricing and the ongoing integration of the salt acquisition as key supports for the revised fair value assumptions. Analyst Commentary Recent research on K+S highlights a more constructive tone on both the core fertilizer business and the salt acquisition, with analysts updating their views on execution risk and valuation support.Aggiornamento narrativa • Jul 28
SDF: Firmer Fertilizer Pricing And Lower Discount Rate Will Support Re Rating Potential
Analysts have lifted the fair value estimate for K+S from €26.53 to €27.75, reflecting updated assumptions on revenue growth, profitability, and fertilizer pricing, alongside a series of recent rating upgrades and higher price targets. Analyst Commentary Recent research on K+S shows a clear shift in tone from several bullish analysts, with a focus on fertilizer pricing, potash exposure, and the integration of the salt business.
Aggiornamento narrativa • Jun 18
SDF: Higher Discount Rate And Weaker Revenues Will Pressure Future Margins
The analyst price target for K+S has shifted from €10.00 to €10.50, reflecting recent upward revisions from multiple banks as analysts factor in updated assumptions on the discount rate, revenue growth, profit margin and forward P/E. Analyst Commentary Recent research on K+S reflects a mixed but increasingly cautious tone, even as several banks adjust their price targets.Aggiornamento narrativa • Jun 03
SDF: Mixed Rating Shifts And Potash Demand Risk Will Keep Shares Rangebound
The analyst price target for K+S increases to €15.61 from €14.64 as analysts factor in a series of recent Street target increases alongside adjustments to revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research on K+S reflects a mix of optimism and caution, with several firms adjusting price targets and at least one shifting its rating lower despite a higher target.Aggiornamento narrativa • May 20
SDF: Lower Discount Rate And Firmer Margins Will Support Re Rating Potential
Analysts have raised the fair value estimate for K+S from €25.63 to €26.53, citing a series of recent price target increases across the Street and updated assumptions, including a slightly lower discount rate, a reduced revenue growth outlook, higher profit margin expectations, and a lower future P/E multiple. Analyst Commentary Recent Street research around K+S reflects a mix of views, but the fair value increase lines up with a cluster of constructive actions from several bullish analysts alongside selective caution from others.Articolo di analisi • May 14
K+S Aktiengesellschaft Reported A Surprise Loss, And Analysts Have Updated Their Forecasts
The first-quarter results for K+S Aktiengesellschaft ( ETR:SDF ) were released last week, making it a good time to...Aggiornamento narrativa • May 05
SDF: Earlier Potash Downturn Will Pressure Margins Despite Recent Rating Shifts
Analysts have raised their average price target for K+S by €0.50 to €10.00, citing a series of recent target increases from major banks and updated assumptions on fair value, discount rates and profit margins. Analyst Commentary Recent research updates show a mixed picture around K+S, with several firms adjusting price targets and at least one issuing a downgrade alongside a higher target.Aggiornamento narrativa • Apr 20
SDF: Weaker Potash Demand Cycle Will Drive Margins And Earnings Downside
Analysts have raised their fair value estimate for K+S from €8.00 to €9.50, reflecting recent increases in Street price targets from Morgan Stanley, Deutsche Bank and JPMorgan, even as some continue to highlight risks to potash demand and margins. Analyst Commentary Recent research updates present a mixed picture for K+S.Aggiornamento narrativa • Apr 05
SDF: Potash Cycle Pullback Risk Will Keep Shares Rangebound
The updated analyst price target for K+S edges higher to €14.64 from €14.56, as analysts factor in recent target increases from several banks, while moderating assumptions on revenue growth and profit margins, and applying a slightly lower discount rate alongside a higher future P/E of 20.31x. Analyst Commentary Recent Street research on K+S shows a mix of optimism around valuation upside and caution around industry risks, resulting in modest price target adjustments rather than wholesale shifts in stance.Aggiornamento narrativa • Mar 22
SDF: Potash Cycle Risks And Dividend Payout Suggest Shares Will Remain Rangebound
The analyst price target for K+S has shifted from €13.95 to about €14.56, with analysts pointing to updated assumptions on discount rates, revenue growth, profit margins, and future P/E. These revisions are informed in part by recent Street research that includes a higher €14.50 target alongside a downgrade to Underperform.Aggiornamento narrativa • Mar 08
SDF: Lower Discount Rate And Firmer Margins Will Support Re Rating
Analysts have nudged their price target on K+S higher by €1.10, citing slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E that together support a modestly stronger valuation case. Analyst Commentary Recent research points to a slightly stronger valuation stance on K+S, with the €1.10 uplift in the price target linked to refreshed views on discount rate assumptions, revenue growth, profit margins and future P/E levels.Aggiornamento narrativa • Feb 22
SDF: Higher Margins And Refined P/E Framework Will Recast This Opportunity
Analysts have lifted their price target on K+S by €1.10, reflecting updated assumptions around discount rates, revenue, profit margins and future P/E expectations. Analyst Commentary Bullish analysts point to the refreshed €1.10 higher price target as a sign that updated models are more aligned with current assumptions on discount rates, revenue, profit margins and future P/E expectations.Aggiornamento narrativa • Feb 08
SDF: Mixed Ratings Suggest Shares Will Likely Trade Within A Cautious Range
The analyst fair value estimate for K+S has increased to €13.95 from €12.61. Analysts attribute this change to updated assumptions for discount rates, revenue growth, margins, and a higher future P/E multiple, as reflected in recent mixed price target changes from major banks.Aggiornamento narrativa • Jan 24
SDF: Higher Forward P/E Assumptions Will Recast This Underappreciated Opportunity
The analyst price target for K+S has moved from about €20.00 to roughly €25.60 per share. Analysts point to updated fair value estimates and revised assumptions on discount rates, revenue growth, profit margins and future P/E multiples as key drivers behind this change.Articolo di analisi • Jan 13
Does K+S (ETR:SDF) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Aggiornamento narrativa • Jan 10
SDF: Lower Forward P E Assumptions Will Drive Further Downside Risk
Analysts have trimmed their price targets on K+S, with recent revisions such as €13 to €12.70 and €11 to €10. This reflects updated views on revenue growth, margins and future P/E assumptions.Aggiornamento narrativa • Dec 26
SDF: Persistent Price Cuts Will Signal Further Downside Risk Ahead
The analyst price target for K+S has been revised modestly lower, to a range of about EUR 10 to EUR 12.70, as analysts factor in softer near term growth expectations, alongside improved margin assumptions and a lower anticipated future price to earnings multiple. Analyst Commentary Bearish analysts have highlighted that the latest price target reductions reflect a more cautious stance on K+S, with limited upside seen from current trading levels.Articolo di analisi • Dec 15
Getting In Cheap On K+S Aktiengesellschaft (ETR:SDF) Might Be Difficult
With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Chemicals industry in Germany, you could be...Aggiornamento narrativa • Dec 12
SDF: Persistent Price Target Cuts Will Signal Further Downside Risk Ahead
The analyst price target for K+S has been trimmed from roughly EUR 8.50 to EUR 8.00 as analysts factor in softer revenue growth expectations, despite slightly better margin forecasts and a lower future P E multiple. Analyst Commentary Recent Street research on K+S reflects a broadly cautious stance, with multiple bearish analysts trimming their price targets as they reassess the company outlook.Aggiornamento narrativa • Nov 27
SDF: Shares Will Likely See Limited Upside Amid Ongoing Market Uncertainty
The consensus analyst price target for K+S has been lowered slightly, from approximately €12.72 to €12.61. This change reflects analysts' expectations for slower revenue growth and increased caution on the stock’s future outlook.Aggiornamento narrativa • Nov 13
SDF: Shares Will Likely Remain Rangebound Amid Market Caution And Modest Outlook
Analysts have reduced their price target for K+S, lowering the fair value estimate from EUR 13.66 to EUR 12.72. This adjustment reflects more cautious projections based on updated revenue growth and profit margin expectations.Aggiornamento narrativa • Sep 23
Global Demand Will Transform The Potash Fertilizer Sector
K+S’s consensus price target was revised down to €13.66 as analysts cite fading momentum, weaker industry demand, and lower earnings forecasts, partially offset by improved operational efficiency. Analyst Commentary Bearish analysts cite fading positive momentum and recommend profit-taking after recent gains.Articolo di analisi • Sep 09
Does K+S (ETR:SDF) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Aggiornamento narrativa • Aug 27
Global Demand Will Transform The Potash Fertilizer Sector
K+S’s consensus price target has been revised down from €14.53 to €13.99 amid divergent analyst sentiment reflecting improved potash market fundamentals on one hand and concerns over limited upside, fading momentum, and fertilizer demand volatility on the other. Analyst Commentary Bullish analysts have increased price targets due to improved potash market fundamentals and expectations of higher realized prices.Articolo di analisi • May 16
Earnings Update: K+S Aktiengesellschaft (ETR:SDF) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts
K+S Aktiengesellschaft ( ETR:SDF ) last week reported its latest first-quarter results, which makes it a good time for...Articolo di analisi • May 08
We Discuss Why K+S Aktiengesellschaft's (ETR:SDF) CEO Compensation May Be Closely Reviewed
Key Insights K+S' Annual General Meeting to take place on 14th of May CEO Burkhard Lohr's total compensation includes...Articolo di analisi • May 04
K+S Aktiengesellschaft's (ETR:SDF) 25% Share Price Surge Not Quite Adding Up
K+S Aktiengesellschaft ( ETR:SDF ) shareholders would be excited to see that the share price has had a great month...Articolo di analisi • Apr 05
K+S' (ETR:SDF) Dividend Is Being Reduced To €0.15
K+S Aktiengesellschaft ( ETR:SDF ) has announced that on 19th of May, it will be paying a dividend of€0.15, which a...Articolo di analisi • Jan 31
Revenues Not Telling The Story For K+S Aktiengesellschaft (ETR:SDF) After Shares Rise 29%
K+S Aktiengesellschaft ( ETR:SDF ) shareholders would be excited to see that the share price has had a great month...
Nuova narrativa • Jan 22
Werra 2060 Project Will Cut Emissions And Extend Operations By 10 Years
Increasing production at Bethune and demands for potash are expected to boost revenues and improve cash cost efficiencies.Articolo di analisi • Jan 08
Here's Why K+S (ETR:SDF) Has A Meaningful Debt Burden
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Dec 18
Should You Think About Buying K+S Aktiengesellschaft (ETR:SDF) Now?
While K+S Aktiengesellschaft ( ETR:SDF ) might not have the largest market cap around , it saw a double-digit share...Articolo di analisi • Nov 17
The K+S Aktiengesellschaft (ETR:SDF) Third-Quarter Results Are Out And Analysts Have Published New Forecasts
A week ago, K+S Aktiengesellschaft ( ETR:SDF ) came out with a strong set of quarterly numbers that could potentially...Articolo di analisi • Aug 21
We Think You Can Look Beyond K+S' (ETR:SDF) Lackluster Earnings
The market for K+S Aktiengesellschaft's ( ETR:SDF ) shares didn't move much after it posted weak earnings recently. We...Articolo di analisi • Aug 17
Analysts Are Updating Their K+S Aktiengesellschaft (ETR:SDF) Estimates After Its Half-Year Results
Shareholders might have noticed that K+S Aktiengesellschaft ( ETR:SDF ) filed its interim result this time last week...Articolo di analisi • Apr 27
K+S Aktiengesellschaft's (ETR:SDF) Shareholders Might Be Looking For Exit
There wouldn't be many who think K+S Aktiengesellschaft's ( ETR:SDF ) price-to-sales (or "P/S") ratio of 0.6x is worth...Articolo di analisi • Apr 05
Is There Now An Opportunity In K+S Aktiengesellschaft (ETR:SDF)?
K+S Aktiengesellschaft ( ETR:SDF ), might not be a large cap stock, but it saw a significant share price rise of 21% in...Articolo di analisi • Mar 04
These 4 Measures Indicate That K+S (ETR:SDF) Is Using Debt Reasonably Well
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Dec 28
Is Now An Opportune Moment To Examine K+S Aktiengesellschaft (ETR:SDF)?
K+S Aktiengesellschaft ( ETR:SDF ), is not the largest company out there, but it saw significant share price movement...Articolo di analisi • Dec 07
K+S Aktiengesellschaft's (ETR:SDF) Intrinsic Value Is Potentially 25% Below Its Share Price
Key Insights K+S' estimated fair value is €10.35 based on 2 Stage Free Cash Flow to Equity Current share price of...Articolo di analisi • Nov 07
Here's Why K+S (ETR:SDF) Can Manage Its Debt Responsibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • Sep 20
Should You Investigate K+S Aktiengesellschaft (ETR:SDF) At €17.62?
K+S Aktiengesellschaft ( ETR:SDF ), might not be a large cap stock, but it saw a decent share price growth in the teens...Articolo di analisi • Aug 21
K+S Aktiengesellschaft's (ETR:SDF) Intrinsic Value Is Potentially 83% Above Its Share Price
Key Insights K+S' estimated fair value is €31.98 based on 2 Stage Free Cash Flow to Equity K+S' €17.52 share price...Rendimenti per gli azionisti
| SDF | DE Chemicals | DE Mercato | |
|---|---|---|---|
| 7D | -1.4% | -0.5% | -1.1% |
| 1Y | 43.9% | 16.1% | 3.3% |
Ritorno vs Industria: SDF ha superato il German Chemicals che ha restituito 16.1 % nell'ultimo anno.
Rendimento vs Mercato: SDF ha superato il mercato German che ha restituito 3.3 % nell'ultimo anno.
Volatilità dei prezzi
| SDF volatility | |
|---|---|
| SDF Average Weekly Movement | 3.8% |
| Chemicals Industry Average Movement | 3.8% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in DE Market | 12.0% |
| 10% least volatile stocks in DE Market | 2.5% |
Prezzo delle azioni stabile: SDF non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato German.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di SDF è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1889 | 11,148 | Christian Meyer | www.kpluss.com |
K+S Aktiengesellschaft, insieme alle sue consociate, opera come fornitore di prodotti minerali per i settori agricolo, industriale, dei consumatori e delle comunità in Europa, Stati Uniti, Asia, Africa e Oceania. L'azienda offre cloruro di potassio per colture come cereali, mais, riso e soia; specialità fertilizzanti utilizzate per colture con esigenze di magnesio e zolfo, tra cui colza e patate, nonché per colture sensibili ai cloruri come agrumi, uva, caffè, mandorli e ortaggi; e fertilizzanti idrosolubili per la fertirrigazione di frutta e verdura con i marchi KALISOP, KORN-KALI, ROLL-KALI, PATENTKALI, ESTA, KIESERIT, GRANUAID, MAGNESIA-KAINIT, SOLUMOP, SOLUSOP, SOLUCMS, EPSO TOP, EPSO MICROTOP, EPSO COMBITOP, EPSO PROFITOP ed EPSO BORTOP. Fornisce anche sali di fusione, cloruro di sodio, salgemma naturale, sale vaccino di elevata purezza e sale marino naturale, cloruro di potassio, sale di Epsom, minerali per animali domestici e da reddito, riciclaggio dell'alluminio, leccornie saline per animali da allevamento e selvatici con i marchi Alasal, APISAL, AXAL PRO, NUTRIKS, NUTRIKS KaliSel, KASA, k-DRILL, REGINET e SOLSEL.
K+S Aktiengesellschaft Riepilogo dei fondamenti
| SDF statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | €2.93b |
| Utili (TTM) | €1.06b |
| Ricavi(TTM) | €3.85b |
2.8x
Rapporto P/E0.8x
Rapporto P/SSDF è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SDF Conto economico (TTM) | |
|---|---|
| Ricavi | €3.85b |
| Costo del fatturato | €2.35b |
| Profitto lordo | €1.50b |
| Altre spese | €439.20m |
| Utili | €1.06b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
Nov 10, 2026
| Utile per azione (EPS) | 5.93 |
| Margine lordo | 38.99% |
| Margine di profitto netto | 27.58% |
| Rapporto debito/patrimonio netto | 14.3% |
Come si è comportato SDF nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.4%
Rendimento attuale del dividendo1%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/18 12:39 |
| Prezzo dell'azione a fine giornata | 2026/09/18 00:00 |
| Utili | 2026/06/30 |
| 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 delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il 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
K+S Aktiengesellschaft è coperta da 44 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 |
|---|---|
| Stephen Wilder | Alliance Global Partners |
| Volker Bosse | Baader Helvea Equity Research |
| Knut Woller | Baader Helvea Equity Research |