DSM-Firmenich (DSFIR) Panoramica del titolo
DSM-Firmenich AG fornisce soluzioni per la nutrizione, la salute e la bellezza in Svizzera, Paesi Bassi, resto dell'Europa, Medio Oriente e Africa, Nord America, America Latina, Cina e resto dell'Asia. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 1/6 |
DSFIR Community Fair Values
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Analyst Price Targets
Concorrenti di DSM-Firmenich AG
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | €73.80 |
| Massimo di 52 settimane | €97.44 |
| Minimo di 52 settimane | €55.22 |
| Beta | 0.58 |
| Variazione di 1 mese | 11.38% |
| Variazione a 3 mesi | 25.08% |
| Variazione di 1 anno | -23.46% |
| Variazione a 3 anni | -24.32% |
| Variazione a 5 anni | n/a |
| Variazione dall'IPO | -37.33% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jun 08
DSFIR: Share Buyback And Dual Listing Will Support Re Rating
Analysts have adjusted the DSM-Firmenich price target to reflect a slightly higher fair value, moving from about €98.08 to around €98.68, as recent research points to revised assumptions on revenue growth, profit margins and future P/E. This comes against a mixed backdrop of price target changes across the Street, including moves between €60 and €87.
Aggiornamento della narrazione • May 24
DSFIR: Reset Profitability Expectations Will Pressure Future Margin Resilience
Analysts have reduced the DSM-Firmenich fair value estimate to about €60.56, down from €67.00. This change reflects a series of lower price targets from several banks, along with more cautious assumptions for growth, margins and valuation multiples.Aggiornamento della narrazione • May 09
DSFIR: Share Buyback Plan Will Support Re Rating Despite Mixed Earnings Views
DSM-Firmenich's updated analyst price target moves from €100.84 to €98.08, as analysts factor in slightly higher revenue growth and profit margin assumptions, along with a marginally higher discount rate and a lower future P/E, echoing recent mixed revisions across the Street. Analyst Commentary Recent research shows a mix of price target cuts and one later upward revision, which points to differing views on how quickly DSM-Firmenich can execute on its plans and how the current valuation lines up with earnings expectations.Recent updates
Aggiornamento della narrazione • Jun 08
DSFIR: Share Buyback And Dual Listing Will Support Re Rating
Analysts have adjusted the DSM-Firmenich price target to reflect a slightly higher fair value, moving from about €98.08 to around €98.68, as recent research points to revised assumptions on revenue growth, profit margins and future P/E. This comes against a mixed backdrop of price target changes across the Street, including moves between €60 and €87.Aggiornamento della narrazione • May 24
DSFIR: Reset Profitability Expectations Will Pressure Future Margin Resilience
Analysts have reduced the DSM-Firmenich fair value estimate to about €60.56, down from €67.00. This change reflects a series of lower price targets from several banks, along with more cautious assumptions for growth, margins and valuation multiples.Aggiornamento della narrazione • May 09
DSFIR: Share Buyback Plan Will Support Re Rating Despite Mixed Earnings Views
DSM-Firmenich's updated analyst price target moves from €100.84 to €98.08, as analysts factor in slightly higher revenue growth and profit margin assumptions, along with a marginally higher discount rate and a lower future P/E, echoing recent mixed revisions across the Street. Analyst Commentary Recent research shows a mix of price target cuts and one later upward revision, which points to differing views on how quickly DSM-Firmenich can execute on its plans and how the current valuation lines up with earnings expectations.
Aggiornamento della narrazione • Apr 21
DSFIR: Share Buyback And Execution Discipline Will Support Future Re Rating
The analyst price target for DSM-Firmenich has been trimmed by around €2 to €79.82, reflecting analysts' recalibrated fair value assumptions after several recent target cuts and rating changes across the Street. Analyst Commentary Recent research updates on DSM-Firmenich point to a more cautious stance on valuation, with several firms revising price targets and ratings while still highlighting selective areas of support for the equity story.Aggiornamento della narrazione • Apr 06
DSFIR: Share Buyback Plan Will Support Re Rating Despite Earnings Headwinds
The analyst price target for DSM-Firmenich is now more closely aligned with the recent Street range, moving from about €146 to roughly €101 as analysts factor in lower target prices, a slightly higher discount rate, and a more conservative future P/E multiple, despite updated revenue growth assumptions. Analyst Commentary Recent Street research on DSM-Firmenich centers on lower price targets and ratings changes, with analysts reassessing assumptions around earnings, consumer demand, and currency effects.Aggiornamento della narrazione • Mar 23
DSFIR: Share Buyback And Market Share Defense Will Support Future Re Rating
DSM-Firmenich's analyst price target has been reduced by around €1.70 to €81.60, reflecting a series of recent target cuts and downgrades from banks as analysts factor in softer earnings expectations and a slightly lower profit margin outlook. Analyst Commentary Recent research updates show a clear reset in expectations for DSM-Firmenich, with several banks cutting price targets and some shifting to more neutral ratings as they reassess earnings power and valuation.Aggiornamento della narrazione • Mar 09
DSFIR: Market Share Defense Will Offset Softer U.S. Demand And Currency Headwinds
We trim our fair value estimate for DSM-Firmenich to €83.30 from €96.62, reflecting a lower blended price target as analysts factor in softer U.S. consumer confidence, currency headwinds, and more muted medium term growth expectations, despite still supportive views from some houses. Analyst Commentary Recent Street research on DSM-Firmenich points to a more cautious stance on the shares, with several price target cuts and rating changes feeding into the reduced fair value estimate.Aggiornamento della narrazione • Feb 22
DSFIR: Softer U.S. Demand And Full Valuation Will Shape Future Margin Resilience
Analysts have trimmed their fair value estimate for DSM-Firmenich to €67 from €70, reflecting lower price targets and more cautious earnings assumptions tied to softer U.S. consumer confidence, currency headwinds, and what they describe as a full valuation with limited EBITDA growth visibility into 2026. Analyst Commentary Recent Street research has turned more cautious on DSM-Firmenich, with several bearish analysts trimming price targets and moving to more neutral stances.Aggiornamento della narrazione • Feb 08
DSFIR: Chinese Competition And Commoditization Risks Will Shape Future Margin Resilience
Analysts have reduced their fair value estimate for DSM-Firmenich to €70.00 from €71.89, reflecting lower price targets and more cautious views on growth potential and competitive pressures highlighted in recent research updates. Analyst Commentary Recent research has turned more cautious, with several bearish analysts trimming price targets and, in some cases, downgrading their stance on DSM-Firmenich.Aggiornamento della narrazione • Jan 25
DSFIR: Market Share Defense Will Counter Rising European Commoditization Risk
The analyst fair value estimate for DSM-Firmenich has been reduced from €100.20 to €96.62, as analysts factor in lower assumed revenue growth and profit margins, slightly higher discount rates, and recent Street research highlighting full valuation, limited EBITDA growth prospects in 2026, and rising commoditization risks in European consumer ingredients. Analyst Commentary Recent Street research on DSM-Firmenich points to a more balanced view of the shares, with several firms trimming price targets and some shifting to more neutral stances.Aggiornamento della narrazione • Jan 10
DSFIR: Market Share Defense Will Offset European Commoditization And Chinese Pricing Pressures
We have trimmed our fair value estimate for DSM-Firmenich from €102.00 to €100.20, reflecting analysts' lower price targets, slightly higher discount rate assumptions, and more cautious profit margin expectations, even as they factor in revised longer term revenue growth and P/E inputs. Analyst Commentary Recent Street research on DSM-Firmenich has turned more mixed, with several firms trimming price targets and shifting ratings as they reassess upside versus execution risks.Aggiornamento della narrazione • Dec 14
DSFIR Commoditization And Chinese Competition Will Shape Future Margin Resilience Narrative
Analysts have reduced their average price target for DSM-Firmenich by roughly EUR 15, reflecting heightened concern over commoditization risks in European consumer ingredients, as well as intensifying competitive and pricing pressures from China. Analyst Commentary Bearish analysts have increasingly framed the recent wave of price target cuts as a reassessment of DSM-Firmenich's near term earnings power, with lower expectations for margin resilience in consumer ingredients.Aggiornamento della narrazione • Nov 29
DSFIR: Market Share Defense Will Overcome Mounting European Competition Risks
Analysts have reduced their price targets for DSM-Firmenich by notable amounts, with recent estimates moving downward. Concerns about increased competition and pricing pressure are weighing on sentiment.Articolo di analisi • Nov 26
DSM-Firmenich AG's (AMS:DSFIR) Shareholders Might Be Looking For Exit
When close to half the companies in the Chemicals industry in the Netherlands have price-to-sales ratios (or "P/S...Aggiornamento della narrazione • Nov 15
DSFIR: Competitive Risks Will Ease As European Pricing Pressure Moderates
The analyst fair value target for DSM-Firmenich has been lowered from €105.70 to €102.00. Analysts cite concerns about increased commoditization risks, competitive pressure, and adjustments to growth and profitability outlooks.Aggiornamento della narrazione • Nov 01
DSFIR: Resilient Consumer Health Demand Will Drive Performance Amid Pricing Pressure
Analysts have reduced their price target for DSM-Firmenich from €108.45 to €105.70. They cite slightly lower revenue growth expectations and modest adjustments to valuation assumptions as the reasons for this change.Articolo di analisi • Oct 19
Is It Time To Consider Buying DSM-Firmenich AG (AMS:DSFIR)?
Today we're going to take a look at the well-established DSM-Firmenich AG ( AMS:DSFIR ). The company's stock received a...Aggiornamento della narrazione • Oct 18
Health And Bio-Based Trends Will Drive Future Success
The fair value estimate for DSM-Firmenich has been slightly reduced from €108.95 to €108.45. This change reflects updated analyst projections citing modest adjustments to revenue growth and profit margin expectations.Aggiornamento della narrazione • Oct 04
Health And Bio-Based Trends Will Drive Future Success
Analysts have lowered their price target for DSM-Firmenich from €114.65 to €108.95. They cite reduced expectations for revenue growth and a higher discount rate, despite a marginal improvement in profit margins and future valuation metrics.Articolo di analisi • Sep 28
DSM-Firmenich (AMS:DSFIR) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Aggiornamento della narrazione • Sep 19
Health And Bio-Based Trends Will Drive Future Success
Consensus price targets for DSM-Firmenich have been revised downward due to persistent earnings headwinds, weaker-than-expected Nutrition demand, and margin pressures from currency and input costs, partially offset by confidence in long-term synergies and portfolio optimization, resulting in a new fair value of €114.65 (down from €117.70). Analyst Commentary Bearish analysts point to persistent earnings headwinds and industry-wide pricing pressure driving down near-term profitability.Aggiornamento della narrazione • Sep 04
Health And Bio-Based Trends Will Drive Future Success
With both the future P/E ratio and consensus revenue growth forecasts remaining essentially unchanged, analysts have maintained DSM-Firmenich’s fair value estimate at €117.70. What's in the News DSM-Firmenich launched Lacteol® diarrhEase™ Kids, a top pediatrician-recommended postbiotic for children as young as six months, in the U.S. market.Articolo di analisi • Aug 05
The DSM-Firmenich AG (AMS:DSFIR) Half-Yearly Results Are Out And Analysts Have Published New Forecasts
DSM-Firmenich AG ( AMS:DSFIR ) shareholders are probably feeling a little disappointed, since its shares fell 5.1% to...Articolo di analisi • Aug 02
DSM-Firmenich AG (AMS:DSFIR) Shares Could Be 40% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for DSM-Firmenich is €136 based on 2 Stage Free Cash Flow to Equity...Articolo di analisi • Jul 11
Is It Too Late To Consider Buying DSM-Firmenich AG (AMS:DSFIR)?
Let's talk about the popular DSM-Firmenich AG ( AMS:DSFIR ). The company's shares received a lot of attention from a...Articolo di analisi • Jun 15
Pinning Down DSM-Firmenich AG's (AMS:DSFIR) P/S Is Difficult Right Now
DSM-Firmenich AG's ( AMS:DSFIR ) price-to-sales (or "P/S") ratio of 2x may not look like an appealing investment...
Nuova narrazione • Feb 23
Focusing On Taste, Texture, And Health Will Strengthen Future Prospects
The merger of DSM and Firmenich focuses on high-growth segments, enhancing revenue through synergies and achieving significant earnings improvements.Rendimenti per gli azionisti
| DSFIR | NL Chemicals | NL Mercato | |
|---|---|---|---|
| 7D | 8.6% | 3.8% | 2.1% |
| 1Y | -23.5% | -20.2% | 35.0% |
Ritorno vs Industria: DSFIR ha avuto una performance inferiore rispetto al Dutch Chemicals che ha registrato un rendimento -20.2 % nell'ultimo anno.
Rendimento vs Mercato: DSFIR ha avuto una performance inferiore al mercato Dutch che ha registrato un rendimento 35 % nell'ultimo anno.
Volatilità dei prezzi
| DSFIR volatility | |
|---|---|
| DSFIR Average Weekly Movement | 4.6% |
| Chemicals Industry Average Movement | 4.5% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in NL Market | 7.5% |
| 10% least volatile stocks in NL Market | 2.5% |
Prezzo delle azioni stabile: DSFIR non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Dutch.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di DSFIR è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1902 | 26,873 | Dimitri de Vreeze | www.dsm-firmenich.com |
DSM-Firmenich AG fornisce soluzioni per la nutrizione, la salute e la bellezza in Svizzera, Paesi Bassi, resto dell'Europa, Medio Oriente e Africa, Nord America, America Latina, Cina e resto dell'Asia. L'azienda opera attraverso quattro segmenti: Profumeria e bellezza; Gusto, consistenza e salute; Salute, nutrizione e cura e Nutrizione animale e salute. Il segmento Profumeria e bellezza crea profumi utilizzando ingredienti naturali, sintetici e biotecnologici.
DSM-Firmenich AG Riepilogo dei fondamenti
| DSFIR statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | €18.34b |
| Utili (TTM) | €274.00m |
| Ricavi(TTM) | €9.03b |
66.9x
Rapporto P/E2.0x
Rapporto P/SDSFIR è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| DSFIR Conto economico (TTM) | |
|---|---|
| Ricavi | €9.03b |
| Costo del fatturato | €5.50b |
| Profitto lordo | €3.53b |
| Altre spese | €3.26b |
| Utili | €274.00m |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
Jul 30, 2026
| Utile per azione (EPS) | 1.10 |
| Margine lordo | 39.07% |
| Margine di profitto netto | 3.03% |
| Rapporto debito/patrimonio netto | 26.1% |
Come si è comportato DSFIR nel lungo periodo?
Vedi performance storica e confrontoDividendi
3.4%
Rendimento attuale del dividendo237%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/12 03:26 |
| Prezzo dell'azione a fine giornata | 2026/06/12 00:00 |
| Utili | 2025/12/31 |
| 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
DSM-Firmenich AG è coperta da 40 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.
| Analista | Istituzione |
|---|---|
| Jennifer Barker | Barclays |
| Alexander Sloane | Barclays |
| Sebastian Bray | Berenberg |