UPM-Kymmene Oyj

Report azionario HLSE:UPM

Capitalizzazione di mercato: €12.3b

UPM-Kymmene Oyj Crescita futura

Criteri Future verificati 3/6

UPM-Kymmene Oyj prevede che gli utili e i ricavi cresceranno rispettivamente di 20.8% e 2.5% all'anno. Si prevede che l'EPS crescerà di 20% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 10.8% in 3 anni.

Informazioni chiave

20.8%

Tasso di crescita degli utili

19.98%

Tasso di crescita dell'EPS

Forestry crescita degli utili18.2%
Tasso di crescita dei ricavi2.5%
Rendimento futuro del capitale proprio10.75%
Copertura analitica

Good

Ultimo aggiornamento20 Jul 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi May 04

UPM-Kymmene Oyj Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

The quarterly results for UPM-Kymmene Oyj ( HEL:UPM ) were released last week, making it a good time to revisit its...
Articolo di analisi Jul 27

UPM-Kymmene Oyj Just Missed EPS By 37%: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for UPM-Kymmene Oyj ( HEL:UPM ), which a week ago released some disappointing...

Recent updates

Aggiornamento narrativa Jul 02

UPM: Lower Wood Costs And Spinoffs Will Struggle To Justify Current Price

Analysts have nudged the fair value estimate for UPM-Kymmene Oyj slightly higher to €19.40 from €19.00, reflecting updated views on input costs, planned spinoffs, and valuation assumptions following recent Street price target revisions. Analyst Commentary on UPM-Kymmene Oyj Recent Street research on UPM-Kymmene Oyj shows a split in views, with some banks highlighting potential benefits from lower Nordic wood costs and planned spinoffs, while others flag valuation and execution risks.
Articolo di analisi Jun 18

UPM Kymmene Oyj (HLSE:UPM) Stock Could Be 26.9% Overvalued After Pulp Mill Shutdowns

UPM-Kymmene Oyj (HLSE:UPM) has announced a temporary six week shutdown of its Kaukas pulp mill from 3 August 2026, with a potential similar measure at Pietarsaari planned for October. See our latest analysis for UPM-Kymmene Oyj. Against the backdrop of these planned pulp mill shutdowns, UPM-Kymmene Oyj’s share price has eased in recent months, with a 30 day share price return of down 5.89% and year to date share price return of down 4.06%. In comparison, the 1 year total shareholder return of...
Aggiornamento narrativa Jun 18

UPM: Future Returns Will Depend On Wood Costs Spinoffs And Paper JV Execution

UPM-Kymmene Oyj's updated analyst price target of €26.27, a change of about €0.33 from the prior €25.94 fair value estimate, reflects mixed research views, as some analysts trim targets while others highlight potential benefits from lower Nordic wood costs and planned spinoffs. Analyst Commentary Recent Street research on UPM-Kymmene Oyj shows a split view, with some analysts leaning positive on the stock's medium term prospects and others more cautious on execution risks and valuation levels.
Aggiornamento narrativa Jun 03

UPM: Future Returns Will Hinge On 2026 Cost Actions And Paper JV Execution

Analysts have trimmed their average price target for UPM-Kymmene Oyj to about €25.94 from roughly €25.81, reflecting recent target cuts from several banks along with updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research suggests the analyst community is split between cautious optimism and a more guarded stance on UPM-Kymmene Oyj, with several high profile firms adjusting price targets and ratings as new information on costs and valuation assumptions comes through.
Articolo di analisi May 04

UPM-Kymmene Oyj Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

The quarterly results for UPM-Kymmene Oyj ( HEL:UPM ) were released last week, making it a good time to revisit its...
Aggiornamento narrativa Apr 22

UPM: Future Returns Will Reflect 2026 Cost Savings And Execution Risk Balancing

Narrative Update The updated analyst price target for UPM-Kymmene has edged down by about €0.32, as analysts factor in slightly higher discount rates, modestly adjusted revenue growth expectations, a small change in forecast P/E, and recent research that includes a lower target from JPMorgan, a neutral initiation, and a Hold upgrade with a €22.50 target citing meaningful 2026 cost improvements. Analyst Commentary Recent research on UPM-Kymmene Oyj points to a mix of caution and guarded optimism, with price targets and ratings shifting around updated assumptions on cost improvements and execution risk.
Aggiornamento narrativa Apr 07

UPM: Future Returns Will Balance 2026 Cost Savings And Execution Risks

Analysts have nudged the fair value estimate for UPM-Kymmene slightly higher to €26.13, reflecting updated assumptions on discount rates, modestly stronger long term revenue and margin expectations, and recent research that includes a trimmed price target from one bank, a neutral initiation, and an upgrade to Hold with a higher €22.50 target, citing meaningful 2026 cost improvements. Analyst Commentary Recent research on UPM-Kymmene points to a mixed but constructive tone, with adjustments to price targets and ratings feeding into a slightly higher fair value estimate of €26.13.
Aggiornamento narrativa Mar 24

UPM: Future Returns Will Reflect Cost Efficiencies And Execution Uncertainties

Analysts have made only a marginal adjustment to UPM-Kymmene Oyj's fair value estimate to €26.12, reflecting slightly different assumptions on growth, margins and future P/E. Recent research highlights meaningful cost improvements into 2026 and mixed price target moves, including the upgrade to Hold with a €22.50 target and a separate €0.30 reduction from another firm.
Aggiornamento narrativa Mar 09

UPM: Future Returns Will Reflect Fine Tuned Assumptions And Execution Risks

Narrative Update Analysts now see UPM-Kymmene’s fair value edging up by about €0.21 per share to €26.14, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples following recent price target revisions such as JPMorgan’s €0.30 cut. Analyst Commentary Recent commentary circles around how the latest €0.30 cut in the price target fits with the updated fair value of €26.14 per share, and what that implies for execution risk and upside potential from here.
Aggiornamento narrativa Feb 23

UPM: Future Returns Will Reflect Fine Tuned Assumptions And Capacity Actions

Narrative Update Analysts have trimmed their price target on UPM-Kymmene Oyj by about €0.10, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E after recent research updates such as the €0.30 target cut cited by JPMorgan. Analyst Commentary Recent research, including the €0.30 target cut at JPMorgan, points to a modest recalibration rather than a wholesale shift in how the market views UPM-Kymmene Oyj.
Aggiornamento narrativa Feb 08

UPM: Future Returns Will Reflect Pulp Prices And Capacity Restructuring

Narrative Update Analysts have trimmed their price target for UPM-Kymmene Oyj by about €0.03, citing slightly more conservative assumptions on discount rates and revenue growth. The revised target still reflects firm profit margin expectations, future P/E considerations, and recent target cuts and rating changes from the Street.
Aggiornamento narrativa Jan 24

UPM: Future Returns Will Reflect Pulp Prices And Paper Mill Actions

Analysts have inched their fair value estimate for UPM-Kymmene up to €26.07 from €25.81, as recent price target cuts from €28.50 to €27.50 and from €26.70 to €26.20 and a downgrade to Equal Weight are paired with slightly updated assumptions on discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Recent research on UPM-Kymmene shows a mix of optimism on execution and value, alongside caution around catalysts and near term momentum.
Aggiornamento narrativa Jan 09

UPM: Future Returns Will Hinge On Pulp Prices And Mill Restructuring

Analysts have raised their fair value estimate for UPM-Kymmene slightly to about €25.81 and lowered their price targets, as they incorporate more cautious assumptions on revenue growth, profit margins and future P/E multiples following a series of reduced Street targets between €22 and €27.50. Analyst Commentary Recent Street research on UPM-Kymmene Oyj has tilted more cautious on near term upside, even as some firms maintain constructive views on the shares.
Aggiornamento narrativa Dec 26

UPM: Future Returns Will Depend On Pulp Markets And Mill Restructuring Outcomes

Analysts have trimmed their price target on UPM Kymmene slightly, with fair value edging down by about EUR 0.12 to reflect a modestly lower long term revenue growth and profit margin outlook, as well as reduced pulp price driven upside. Analyst Commentary Recent Street research on UPM Kymmene reflects a more balanced risk reward profile, with adjustments to both ratings and price targets as analysts reassess pulp price leverage and the pace of earnings recovery.
Aggiornamento narrativa Dec 11

UPM: Future Returns Will Depend On Pulp Prices And Project Execution Stability

Analysts have trimmed their price target for UPM-Kymmene Oyj by approximately EUR 0.12 to reflect a slightly higher discount rate and marginally softer long term revenue growth expectations, even as profit margin and future P/E assumptions remain broadly stable. Analyst Commentary Recent Street research on UPM-Kymmene reflects a more nuanced stance, with several price target cuts but still a mix of constructive and cautious views on the company’s risk or reward profile.
Aggiornamento narrativa Nov 27

UPM: Future Performance Will Depend On Pulp Price Recovery And Execution

The analyst price target for UPM-Kymmene Oyj has been revised slightly lower from EUR 26.25 to EUR 25.91, as analysts cite the absence of a strong catalyst in the absence of a sustained pulp price recovery and recent downward adjustments across the Street. Analyst Commentary Recent Street research on UPM-Kymmene Oyj reflects a mixed outlook, with both optimism and caution among analysts.
Aggiornamento narrativa Nov 12

UPM: Near-Term Market Challenges And Execution Will Shape Performance Outlook

The analyst price target for UPM-Kymmene Oyj has been modestly reduced by EUR 0.48 to EUR 26.25, as analysts cite slightly lower expectations for revenue growth and profit margins. Analyst Commentary Analyst sentiment towards UPM-Kymmene Oyj has been mixed in recent updates, reflecting a nuanced outlook on the company’s near-term prospects.
Aggiornamento narrativa Oct 29

Biofuels And Operational Discipline Will Drive Long-Term Upside Potential

Analysts have slightly reduced their average price target for UPM-Kymmene Oyj from €27.13 to €26.73, citing adjustments to growth outlook and profit margin forecasts. Analyst Commentary Analyst opinions on UPM-Kymmene Oyj remain divided, as recent changes to price targets reflect a combination of optimism about the company's positioning and caution regarding the evolving market environment.
Aggiornamento narrativa Aug 30

Leuna Biorefinery And Biofuels Will Drive A Sustainable Future

Analysts have slightly lowered their price target for UPM-Kymmene Oyj to €26.99, citing reduced near-term pulp price expectations and persistent demand uncertainty, while maintaining a generally positive long-term outlook. Analyst Commentary Bullish analysts note a downgrade in near-term pulp price expectations, which impacts earnings outlook across the paper and packaging sector.
Articolo di analisi Aug 28

UPM-Kymmene Oyj (HEL:UPM) May Have Issues Allocating Its Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Articolo di analisi Jul 27

UPM-Kymmene Oyj Just Missed EPS By 37%: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for UPM-Kymmene Oyj ( HEL:UPM ), which a week ago released some disappointing...
Articolo di analisi Jul 25

UPM-Kymmene Oyj (HEL:UPM) Has Announced A Dividend Of €0.75

The board of UPM-Kymmene Oyj ( HEL:UPM ) has announced that it will pay a dividend on the 7th of November, with...
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Nuova narrativa Nov 09

Innovative Strategies And Green Solutions Propel Future Growth Amidst Market Uncertainty

Optimization in Uruguay and leveraging advanced materials could boost UPM's profitability and revenue growth amid rising demand for CO2-free energy.

Previsioni di crescita degli utili e dei ricavi

HLSE:UPM - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202810,3581,1341,2561,63812
12/31/202710,2561,0541,1621,55714
12/31/20269,8888519951,28514
3/31/20269,5155387841,205N/A
12/31/20259,6564809771,405N/A
9/30/20259,9761248001,255N/A
6/30/202510,1993457901,281N/A
3/31/202510,3453017591,306N/A
12/31/202410,3394367561,352N/A
9/30/202410,2386955981,237N/A
6/30/202410,3014328241,635N/A
3/31/202410,3134849751,890N/A
12/31/202310,4603881,1892,269N/A
9/30/202311,1607262,0813,390N/A
6/30/202311,9961,3641,1782,548N/A
3/31/202312,0001,569-2361,210N/A
12/31/202211,7201,526-969508N/A
9/30/202211,1621,363-2,196-662N/A
6/30/202210,2651,239-1,684-143N/A
3/31/202210,0871,195-5351,045N/A
12/31/20219,8141,286-2711,250N/A
9/30/20219,3291,138-1721,190N/A
6/30/20218,834731621,238N/A
3/31/20218,5275941221,085N/A
12/31/20208,5805601301,005N/A
9/30/20208,8396385551,250N/A
6/30/20209,3048047921,384N/A
3/31/20209,8329471,1601,664N/A
12/31/201910,2381,061N/A1,847N/A
9/30/201910,5221,389N/A1,639N/A
6/30/201910,6791,467N/A1,544N/A
3/31/201910,6641,491N/A1,436N/A
12/31/201810,4831,495N/A1,330N/A
9/30/201810,3231,145N/A1,354N/A
6/30/201810,1661,106N/A1,435N/A
3/31/201810,0401,041N/A1,376N/A
12/31/201710,010973N/A1,558N/A
9/30/20179,915917N/A1,556N/A
6/30/20179,867899N/A1,576N/A
3/31/20179,848892N/A1,741N/A
12/31/20169,812879N/A1,686N/A
9/30/20169,910885N/A1,671N/A
6/30/20169,9951,025N/A1,528N/A
3/31/201610,098988N/A1,418N/A
12/31/201510,138916N/A1,185N/A
9/30/201510,095731N/A1,257N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di UPM ( 20.8% all'anno) è superiore al tasso di risparmio ( 2.3% ).

Guadagni vs Mercato: Si prevede che gli utili di UPM ( 20.8% all'anno) cresceranno più rapidamente del mercato Finnish ( 13.3% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di UPM cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di UPM ( 2.5% all'anno) crescerà più lentamente rispetto al mercato Finnish ( 4.7% all'anno).

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


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/21 20:22
Prezzo dell'azione a fine giornata2026/07/21 00:00
Utili2026/03/31
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 delle guide su come utilizzare i nostri report e dei 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

UPM-Kymmene Oyj è coperta da 27 analisti. 14 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
null nullABG Sundal Collier
Pallav MittalBarclays
Ramchandra KamathBarclays