Essity (ESSITY B) Panoramica del titolo
Essity AB (publ) sviluppa, produce e vende prodotti e servizi per l'igiene e la salute in Europa, America del Nord e Latina, Asia e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 3/6 |
Premi
Analisi del rischio
ESSITY B ha superato i nostri controlli di rischio.
ESSITY B Community Fair Values
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Analyst Price Targets
Concorrenti di Essity AB (publ)
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | SEK 260.60 |
| Massimo di 52 settimane | SEK 293.10 |
| Minimo di 52 settimane | SEK 236.10 |
| Beta | 0.37 |
| Variazione di 1 mese | 5.25% |
| Variazione a 3 mesi | 0.81% |
| Variazione di 1 anno | -4.44% |
| Variazione a 3 anni | -6.80% |
| Variazione a 5 anni | -10.60% |
| Variazione dall'IPO | 4.87% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jun 03
ESSITY B: Neutral View As Discount Rates Rise And Tissue Review Progresses
Essity’s updated analyst price target has been trimmed by about SEK 1 to around SEK 265, as analysts factor in slightly higher discount rates alongside only modest adjustments to revenue growth, profit margin and future P/E assumptions, following a series of recent target cuts and a downgrade across the Street. Analyst Commentary Recent research updates cluster around a more cautious stance, with several firms trimming price targets and JPMorgan moving to a downgrade.
Aggiornamento della narrazione • May 20
ESSITY B: Ongoing Pricing Roll Off Will Continue To Pressure Sentiment
Essity's analyst price targets have been trimmed again, with recent SEK cuts from multiple banks leaving the updated fair value at SEK 215.00. Analysts are factoring in ongoing pricing roll off and limited signs of stabilization in weaker categories.Aggiornamento della narrazione • May 05
ESSITY B: Pricing Roll Off And JPMorgan Downgrade Will Pressure Sentiment
Essity's analyst fair value estimate has shifted from SEK 220.0 to SEK 215.0 as analysts factor in a slightly higher discount rate, updated views on revenue growth and margins, and a series of recent SEK price target cuts from major banks. Analyst Commentary Recent Street research on Essity has tilted more cautious, with several bearish analysts cutting SEK price targets and, in one case, JPMorgan moving to a more negative stance on the stock.Aggiornamento della narrazione • Apr 21
ESSITY B: Neutral Stance As Pricing Roll Off And Categories Remain Mixed
Essity's analyst price target has been trimmed from about SEK 278 to SEK 266, as analysts factor in updated estimates, pricing roll off, and limited signs of stabilisation in weaker categories. Analyst Commentary Recent Street research on Essity has tilted cautious, with a series of price target cuts and at least one downgrade, as analysts refresh models following the FY25 results and updated outlook for 2026.Aggiornamento della narrazione • Apr 06
ESSITY B: Pricing Roll Off Into 2026 Will Keep Sentiment Cautious
Essity's analyst fair value has been trimmed from SEK 235.0 to SEK 220.0 as analysts factor in recent price target cuts, as well as ongoing concerns around pricing roll off and weaker categories showing limited signs of stabilizing. Analyst Commentary Recent Street research around Essity has leaned cautious, with several bearish analysts trimming price targets and revisiting their assumptions after the latest FY25 results.Recent updates
Aggiornamento della narrazione • Jun 03
ESSITY B: Neutral View As Discount Rates Rise And Tissue Review Progresses
Essity’s updated analyst price target has been trimmed by about SEK 1 to around SEK 265, as analysts factor in slightly higher discount rates alongside only modest adjustments to revenue growth, profit margin and future P/E assumptions, following a series of recent target cuts and a downgrade across the Street. Analyst Commentary Recent research updates cluster around a more cautious stance, with several firms trimming price targets and JPMorgan moving to a downgrade.Aggiornamento della narrazione • May 20
ESSITY B: Ongoing Pricing Roll Off Will Continue To Pressure Sentiment
Essity's analyst price targets have been trimmed again, with recent SEK cuts from multiple banks leaving the updated fair value at SEK 215.00. Analysts are factoring in ongoing pricing roll off and limited signs of stabilization in weaker categories.Aggiornamento della narrazione • May 05
ESSITY B: Pricing Roll Off And JPMorgan Downgrade Will Pressure Sentiment
Essity's analyst fair value estimate has shifted from SEK 220.0 to SEK 215.0 as analysts factor in a slightly higher discount rate, updated views on revenue growth and margins, and a series of recent SEK price target cuts from major banks. Analyst Commentary Recent Street research on Essity has tilted more cautious, with several bearish analysts cutting SEK price targets and, in one case, JPMorgan moving to a more negative stance on the stock.Aggiornamento della narrazione • Apr 21
ESSITY B: Neutral Stance As Pricing Roll Off And Categories Remain Mixed
Essity's analyst price target has been trimmed from about SEK 278 to SEK 266, as analysts factor in updated estimates, pricing roll off, and limited signs of stabilisation in weaker categories. Analyst Commentary Recent Street research on Essity has tilted cautious, with a series of price target cuts and at least one downgrade, as analysts refresh models following the FY25 results and updated outlook for 2026.Aggiornamento della narrazione • Apr 06
ESSITY B: Pricing Roll Off Into 2026 Will Keep Sentiment Cautious
Essity's analyst fair value has been trimmed from SEK 235.0 to SEK 220.0 as analysts factor in recent price target cuts, as well as ongoing concerns around pricing roll off and weaker categories showing limited signs of stabilizing. Analyst Commentary Recent Street research around Essity has leaned cautious, with several bearish analysts trimming price targets and revisiting their assumptions after the latest FY25 results.Aggiornamento della narrazione • Mar 22
ESSITY B: Pricing Roll Off And Weaker Categories Will Keep Sentiment Cautious
Essity's analyst price target has been trimmed by around SEK 15 to SEK 252, as analysts factor in updated FY25 results, ongoing pricing roll off into 2026, and limited signs of stabilization in some weaker categories. Analyst Commentary Recent Street research has tilted more cautious on Essity, with several bearish analysts trimming price targets and rethinking their stance on the shares.Aggiornamento della narrazione • Mar 08
ESSITY B: Neutral View Balances Pricing Pressure With Firmer Margin Expectations
Narrative update on Essity Essity's analyst price target has edged down by SEK 4.71, with analysts citing slightly higher discount rates, softer revenue growth assumptions, and lower future P/E expectations, partly offset by firmer margin assumptions and recent Street research pointing to pricing pressure and weaker categories that show limited signs of stabilizing. Analyst Commentary Recent Street research on Essity has turned more cautious, with several houses trimming price targets or downgrading their stance.
Aggiornamento della narrazione • Feb 22
ESSITY B: Capital Returns And Sector Rebound Potential Will Drive Future Upside
Analysts have trimmed their Essity fair value estimate to SEK 320 from SEK 325, reflecting recent downgrades and a view that sector valuations may stay cheap despite only modest adjustments to growth, margin and P/E assumptions. Analyst Commentary Recent Street research has tilted more cautious on Essity, with fair value estimates and price targets pointing to a muted near term setup for the shares.Aggiornamento della narrazione • Feb 08
ESSITY B: Cautious Rating Shifts Will Keep Multiples Compressed
Analysts have nudged their fair value estimate for Essity up from SEK 230 to SEK 235. This reflects updated views on its model and mixed recent research that includes both price target increases and downgrades to more cautious ratings.Aggiornamento della narrazione • Jan 24
ESSITY B: Dividend And Buybacks Will Support Future Upside Potential
Analysts have kept their fair value estimate for Essity steady at SEK 325, with updated models that balance a higher assumed revenue growth rate against slightly lower profit margin expectations, as well as a modestly higher future P/E informed by recent Street price targets between SEK 267 and SEK 290 and a shift to more neutral ratings. Analyst Commentary Street research around Essity has become more balanced, but there are still clear pockets of optimism that matter if you are trying to gauge how supportive the external view is around the current fair value estimate of SEK 325.Aggiornamento della narrazione • Jan 10
ESSITY B: Neutral Stance Will Meet Cost Savings And Decentralization Plan
Essity’s analyst fair value estimate has edged up from SEK 281.08 to SEK 282.29, reflecting modest model updates and mixed Street views as some analysts trim ratings and set price targets in the SEK 267 to SEK 290 range, while still seeing the shares as reasonably valued within staples. Analyst Commentary Recent research updates on Essity point to a mixed but generally balanced stance, with modest tweaks to models and price targets rather than big swings in conviction.Aggiornamento della narrazione • Dec 26
ESSITY B: Margin Discipline And Cost Savings Will Drive Future Upside Potential
Analysts have made only modest adjustments to their SEK price targets for Essity, with a small net decrease as updated post Q3 models reflect slightly softer long term revenue growth and margins, partially offset by expectations for a marginally higher future P/E multiple. Analyst Commentary Bullish analysts continue to view Essity's Q3 delivery as broadly supportive of the equity story, with updated models signaling confidence in the company’s ability to defend margins and gradually reaccelerate growth.Aggiornamento della narrazione • Dec 12
ESSITY B: Margin And Cost Savings Progress Will Support Upside Potential
Analysts have trimmed their fair value estimate for Essity to SEK 325 from SEK 330, reflecting a slightly higher assumed discount rate, even as they factor in marginally stronger long term revenue growth, improved profit margins, and a modestly lower future P E multiple following recent Street target revisions. Analyst Commentary Recent Street research reflects a more constructive stance on Essity's medium term prospects, with bullish analysts incrementally lifting price targets and refining their models following the Q3 report.Aggiornamento della narrazione • Oct 22
Analysts Cite Trough Valuation and Limited Catalysts as Essity Price Targets Edge Lower
Analysts have slightly decreased their price target for Essity, lowering it by approximately SEK 1. This adjustment reflects a continued cautious outlook as recent research points to limited immediate catalysts for the shares.Aggiornamento della narrazione • Oct 08
Demand In Feminine Care And Incontinence Will Expand Internationally
Analysts have lowered their fair value target for Essity from SEK 285.25 to SEK 282.33. They cite concerns about structural pressures and a lack of near-term catalysts, even though there are some positive longer-term trends in higher margin segments.Aggiornamento della narrazione • Sep 24
Demand In Feminine Care And Incontinence Will Expand Internationally
Essity's consensus price target was revised slightly lower to SEK285.25 amid sector-wide pressures, a shift toward higher-margin segments lacking near-term catalysts, and concerns over potential sales shortfalls. Analyst Commentary Analysts see Essity trading at a trough valuation as it shifts focus away from tissue towards higher-margin segments, but lack near-term catalysts for upward share price movement.
Nuova narrazione • Nov 07
Consumer Goods Innovation And Emerging Market Expansion Propel Thriving Growth
Growth in high-margin categories aims to improve net margins and profitability through stronger product mix and pricing strategies.Rendimenti per gli azionisti
| ESSITY B | SE Household Products | SE Mercato | |
|---|---|---|---|
| 7D | 1.8% | 0.8% | 0.4% |
| 1Y | -4.4% | -9.7% | 10.5% |
Ritorno vs Industria: ESSITY B ha superato il Swedish Household Products che ha restituito -9.7 % nell'ultimo anno.
Rendimento vs Mercato: ESSITY B ha avuto una performance inferiore al mercato Swedish che ha registrato un rendimento 10.5 % nell'ultimo anno.
Volatilità dei prezzi
| ESSITY B volatility | |
|---|---|
| ESSITY B Average Weekly Movement | 2.8% |
| Household Products Industry Average Movement | 4.3% |
| Market Average Movement | 6.2% |
| 10% most volatile stocks in SE Market | 13.9% |
| 10% least volatile stocks in SE Market | 3.6% |
Prezzo delle azioni stabile: ESSITY B non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Swedish.
Volatilità nel tempo: La volatilità settimanale ( 3% ) di ESSITY B è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1849 | 36,000 | Ulrika Kolsrud | www.essity.com |
Essity AB (publ) sviluppa, produce e vende prodotti e servizi per l'igiene e la salute in Europa, America del Nord e Latina, Asia e a livello internazionale. L'azienda opera attraverso tre segmenti: Salute e medicina, Beni di consumo e Igiene professionale. Il segmento Health & Medical offre prodotti per l'incontinenza, la cura delle ferite, la terapia compressiva, l'ortopedia, i prodotti per la cura della pelle, le salviette umidificate, i guanti per il lavaggio e le soluzioni digitali con tecnologia a sensori con i marchi TENA, Leukoplast, JOBST, Actimove, Cutimed, Delta-Cast, AquaCast Liner e Hydrofera agli assistenti familiari, agli assistenti professionali, ai pazienti e ai consumatori attraverso le farmacie, i negozi di dispositivi medici, gli ospedali, i distributori, gli istituti di cura e l'e-commerce.
Essity AB (publ) Riepilogo dei fondamenti
| ESSITY B statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | SEK 173.30b |
| Utili (TTM) | SEK 12.47b |
| Ricavi(TTM) | SEK 136.70b |
14.2x
Rapporto P/E1.3x
Rapporto P/SESSITY B è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ESSITY B Conto economico (TTM) | |
|---|---|
| Ricavi | SEK 136.70b |
| Costo del fatturato | SEK 90.94b |
| Profitto lordo | SEK 45.75b |
| Altre spese | SEK 33.28b |
| Utili | SEK 12.47b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Jul 16, 2026
| Utile per azione (EPS) | 18.33 |
| Margine lordo | 33.47% |
| Margine di profitto netto | 9.13% |
| Rapporto debito/patrimonio netto | 48.0% |
Come si è comportato ESSITY B nel lungo periodo?
Vedi performance storica e confrontoDividendi
3.4%
Rendimento attuale del dividendo48%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/09 17:38 |
| Prezzo dell'azione a fine giornata | 2026/06/09 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 |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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
Essity AB (publ) è coperta da 24 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.
| Analista | Istituzione |
|---|---|
| null null | ABG Sundal Collier |
| Patrick Folan | Barclays |
| Iain Simpson | Barclays |