Billerud AB (publ)

Report azionario OM:BILL

Capitalizzazione di mercato: SEK 15.9b

Billerud Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di Billerud sono diminuiti a un tasso medio annuo di -15.8%, mentre il settore Packaging ha visto gli utili diminuire a un tasso medio annuo di 0.8%. I ricavi sono cresciuti crescere a un tasso medio annuo di 9.8%. Il ritorno sul capitale proprio di Billerud è 0.3% e ha margini netti di 0.2%.

Informazioni chiave

-15.81%

Tasso di crescita degli utili

-19.34%

Tasso di crescita dell'EPS

Packaging Crescita del settore9.45%
Tasso di crescita dei ricavi9.83%
Rendimento del capitale proprio0.28%
Margine netto0.20%
Prossimo aggiornamento sugli utili17 Jul 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi May 07

There May Be Some Bright Spots In Billerud's (STO:BILL) Earnings

Investors were disappointed with the weak earnings posted by Billerud AB (publ) ( STO:BILL ). While the headline...
Articolo di analisi Oct 31

Billerud's (STO:BILL) Earnings Are Weaker Than They Seem

Unsurprisingly, Billerud AB (publ)'s ( STO:BILL ) stock price was strong on the back of its healthy earnings report...

Recent updates

Articolo di analisi May 07

There May Be Some Bright Spots In Billerud's (STO:BILL) Earnings

Investors were disappointed with the weak earnings posted by Billerud AB (publ) ( STO:BILL ). While the headline...
Aggiornamento della narrazione May 05

BILL: Higher Growth Assumptions And Recent Upgrade Will Support Future Upside

Analysts have adjusted their view on Billerud, with the average price target moving from SEK 99 to SEK 92. This reflects mixed inputs from recent research, where some firms have turned more positive on the stock, while others have trimmed expectations in light of updated assumptions on discount rates, revenue growth, profit margins and future P/E levels.
Articolo di analisi May 01

Analysts Have Been Trimming Their Billerud AB (publ) (STO:BILL) Price Target After Its Latest Report

It's been a mediocre week for Billerud AB (publ) ( STO:BILL ) shareholders, with the stock dropping 16% to kr63.00 in...
Aggiornamento della narrazione Apr 20

BILL: Improved Margin Visibility And Constructive Rating Shift Will Support Future Upside

Analysts now see fair value for Billerud at SEK 99.00, down from SEK 107.00, reflecting updated views on the discount rate, growth, margins, and future P/E following recent mixed price target moves and a more constructive stance from parts of the Street. Analyst Commentary Recent research shows that the shift to a SEK 99.00 fair value comes after a mix of target changes and a more constructive tone from bullish analysts, even as some price targets have been adjusted.
Aggiornamento della narrazione Apr 05

BILL: Neutral Stance Will Rely On Dividend Reset And Margin Execution

Analysts have adjusted their price targets on Billerud, with recent SEK changes including a SEK 17 cut and a SEK 5 increase, alongside an updated SEK fair value assumption and slightly higher P/E expectations, reflecting revised views on discount rates, revenue trends, and margins. Analyst Commentary Recent research has shown a mix of views on Billerud, with some analysts turning more supportive while others remain cautious.
Aggiornamento della narrazione Mar 22

BILL: Refined Margin Assumptions And Higher P/E Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Billerud from SEK 119.0 to SEK 107.0, reflecting updated assumptions around revenue growth, profit margins and a higher discount rate, alongside recent Street price target adjustments from Citi. Analyst Commentary Bullish analysts have recently adjusted their price targets for Billerud in both directions, which gives you a useful read on how sentiment is evolving as new information feeds into models for revenue, margins and risk.
Aggiornamento della narrazione Mar 07

BILL: Neutral Outlook Will Depend On Execution Risks And Dividend Reset

The Street’s view on Billerud has been fine tuned recently, with Citi first raising and then lowering its target, resulting in a net SEK 12 cut as analysts align their pricing with updated expectations for discount rates, profit margins and future P/E assumptions. Analyst Commentary Recent research updates on Billerud point to a cautious tone, with price targets adjusted in both directions over a short period.
Aggiornamento della narrazione Feb 21

BILL: Neutral View Will Rely On Managing Execution Risks And Dividend Reset

Analysts have adjusted their view on Billerud with the latest Street research pointing to a SEK 17 reduction in the price target, partly offsetting an earlier SEK 5 increase. This change reflects updated assumptions on discount rates, revenue trends, margins and future P/E expectations.
Aggiornamento della narrazione Feb 06

BILL: Neutral View Will Depend On Managing Execution And Dividend Trade Offs

Analysts have reduced their fair value estimate for Billerud to SEK 80.00 from SEK 96.00. They link this adjustment to recent price target changes at firms such as Citi, as well as more cautious assumptions on revenue growth, profit margins, and the discount rate, even though they are using a slightly higher future P/E multiple.
Articolo di analisi Jan 30

Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Aggiornamento della narrazione Jan 23

BILL: Neutral Stance Will Rely On Executing Against Higher Profitability Assumptions

Analysts have lifted their fair value estimate for Billerud to SEK 96 from SEK 84, reflecting updated views on discount rates, revenue growth, profit margins and future P/E in light of recent price target increases reported in Street research. Analyst Commentary Recent Street research shows price targets on Billerud moving higher in absolute terms, with one large global bank lifting its target by SEK 5 in the latest update and another prior move taking a target to SEK 92 from SEK 80.
Articolo di analisi Jan 12

Are Investors Undervaluing Billerud AB (publ) (STO:BILL) By 28%?

Key Insights The projected fair value for Billerud is kr133 based on 2 Stage Free Cash Flow to Equity Billerud's...
Aggiornamento della narrazione Jan 09

BILL: Margin Resilience And Lower Discount Rate Will Support Stronger Future Cash Flows

Analysts have lifted their price target on Billerud to SEK 92 from SEK 80, citing updated assumptions around revenue, profit margins and valuation metrics that support a slightly higher overall valuation. Analyst Commentary Recent research points to a more constructive stance on Billerud, with the price target lifted to SEK 92 from SEK 80.
Aggiornamento della narrazione Dec 26

BILL: Margin Recovery And Cost Discipline Will Drive Stronger Future Cash Flows

Analysts have nudged their price target on Billerud higher to SEK 92 from SEK 80, reflecting modestly improved expectations for the company despite only slight adjustments to growth, profitability and valuation assumptions. Analyst Commentary Bullish analysts highlight that the higher SEK 92 price target signals growing confidence in Billerud's ability to execute on its strategic initiatives and stabilize earnings, even as fundamental assumptions have only been moderately revised.
Aggiornamento della narrazione Dec 12

BILL: Margin Gains And Cost Discipline Will Drive Stronger Cash Flows

Analysts have modestly raised their price target on Billerud to SEK 92 from SEK 80. This reflects improved profit margin expectations, even as revenue growth assumptions have been tempered and a slightly higher discount rate is applied.
Articolo di analisi Nov 19

We Think Billerud (STO:BILL) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Aggiornamento della narrazione Nov 02

BILL: Resilient Margins And Cost Discipline Will Drive Shareholder Returns

Billerud Price Target Slightly Reduced Amid Mixed Analyst Outlook Analysts have adjusted Billerud's price target downward from SEK 84 to SEK 80, citing their updated views on the company's future revenue growth and margin expectations. Analyst Commentary Following the revised price target for Billerud, analysts provided a range of perspectives regarding the company's valuation and outlook.
Articolo di analisi Oct 31

Billerud's (STO:BILL) Earnings Are Weaker Than They Seem

Unsurprisingly, Billerud AB (publ)'s ( STO:BILL ) stock price was strong on the back of its healthy earnings report...
Articolo di analisi Oct 28

Billerud AB (publ) (STO:BILL) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Investors in Billerud AB (publ) ( STO:BILL ) had a good week, as its shares rose 7.0% to close at kr89.85 following the...
Aggiornamento della narrazione Oct 18

Accelerating Sustainable Packaging Demand Will Unlock North American Markets

Narrative Update on Billerud Analysts have reduced their price target for Billerud from SEK 84 to SEK 80. This adjustment reflects more subdued revenue growth assumptions and a modest decrease in fair value estimates.
Aggiornamento della narrazione Oct 04

Accelerating Sustainable Packaging Demand Will Unlock North American Markets

Analysts have slightly lowered their fair value price target for Billerud from $103 to approximately $102.60. This change is based on updated assessments to revenue growth and discount rates.
Articolo di analisi Oct 03

Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Articolo di analisi Aug 26

Lacklustre Performance Is Driving Billerud AB (publ)'s (STO:BILL) Low P/E

Billerud AB (publ)'s ( STO:BILL ) price-to-earnings (or "P/E") ratio of 12.6x might make it look like a buy right now...
Articolo di analisi Jul 22

Billerud AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's shaping up to be a tough period for Billerud AB (publ) ( STO:BILL ), which a week ago released some disappointing...
Articolo di analisi May 20

Billerud (STO:BILL) Is Increasing Its Dividend To SEK3.50

The board of Billerud AB (publ) ( STO:BILL ) has announced that it will be paying its dividend of SEK3.50 on the 27th...
Articolo di analisi Apr 30

Billerud (STO:BILL) Might Have The Makings Of A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Articolo di analisi Apr 15

Billerud's (STO:BILL) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Billerud AB (publ) ( STO:BILL ) has announced that it will be paying its dividend of SEK3.50 on the 27th...
Articolo di analisi Apr 03

Impressive Earnings May Not Tell The Whole Story For Billerud (STO:BILL)

Despite announcing strong earnings, Billerud AB (publ)'s ( STO:BILL ) stock was sluggish. Our analysis uncovered some...
Articolo di analisi Mar 10

Does Billerud (STO:BILL) 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...
Articolo di analisi Feb 23

Billerud AB (publ)'s (STO:BILL) Business And Shares Still Trailing The Market

Billerud AB (publ)'s ( STO:BILL ) price-to-earnings (or "P/E") ratio of 17.2x might make it look like a buy right now...
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Nuova narrazione Feb 09

Price Adjustments And Efficiency Measures Expected To Improve 2025 Outlook

Strategic pricing increases and product shifts are poised to boost Billerud's revenue growth and expand margins, despite challenges in certain segments.
Articolo di analisi Feb 07

Results: Billerud AB (publ) Beat Earnings Expectations And Analysts Now Have New Forecasts

Billerud AB (publ) ( STO:BILL ) just released its yearly report and things are looking bullish. Billerud beat earnings...
Articolo di analisi Dec 17

Here's What To Make Of Billerud's (STO:BILL) 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? Firstly...
Articolo di analisi Nov 28

Is There An Opportunity With Billerud AB (publ)'s (STO:BILL) 23% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Billerud fair value estimate is kr126 Billerud is estimated to...
Articolo di analisi Aug 31

Billerud (STO:BILL) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Articolo di analisi May 21

Returns On Capital At Billerud (STO:BILL) Paint A Concerning Picture

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

Analysts Have Made A Financial Statement On Billerud AB (publ)'s (STO:BILL) First-Quarter Report

Billerud AB (publ) ( STO:BILL ) defied analyst predictions to release its first-quarter results, which were ahead of...
Articolo di analisi Apr 26

Billerud (STO:BILL) Is Paying Out Less In Dividends Than Last Year

Billerud AB (publ) ( STO:BILL ) has announced that on 28th of May, it will be paying a dividend ofSEK2.00, which a...

Ripartizione dei ricavi e delle spese

Come Billerud guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

OM:BILL Ricavi, spese e utili (SEK Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 2639,3097715,0900
31 Dec 2540,58571115,4620
30 Sep 2542,8321,21316,2180
30 Jun 2543,7251,84115,9640
31 Mar 2544,2451,84916,5890
31 Dec 2443,5671,74716,5330
30 Sep 2441,68361116,1480
30 Jun 2441,09570215,9280
31 Mar 2440,28415815,5320
31 Dec 2341,35648415,6080
30 Sep 2343,7551,75416,2870
30 Jun 2345,3592,44516,9470
31 Mar 2346,8144,34516,7870
31 Dec 2242,7164,59015,3250
30 Sep 2237,2573,97013,6020
30 Jun 2231,9593,10011,4910
31 Mar 2227,1371,9929,8620
31 Dec 2126,2951,4859,6000
30 Sep 2125,3641,4079,1620
30 Jun 2124,4589828,9650
31 Mar 2124,0898898,7830
31 Dec 2023,9426768,8170
30 Sep 2024,1297178,7410
30 Jun 2024,3527428,7420
31 Mar 2024,4287248,8540
31 Dec 1924,5241,0118,6580
30 Sep 1924,5701,0378,6840
30 Jun 1924,7911,3238,8580
31 Mar 1924,3969909,0750
31 Dec 1823,7891,0379,0130
30 Sep 1823,5071,0968,8790
30 Jun 1822,9971,2468,5430
31 Mar 1822,6991,7358,0320
31 Dec 1722,4381,6388,0080
30 Sep 1722,3151,4078,1390
30 Jun 1722,1641,3948,1510
31 Mar 1722,0031,4388,1730
31 Dec 1621,7241,5188,0150
30 Sep 1621,4521,5817,8610
30 Jun 1621,5371,8037,8250
31 Mar 1621,5871,8007,6170
31 Dec 1521,8641,8117,5560
30 Sep 1521,7591,9337,3480
30 Jun 1521,4721,5177,3310

Guadagni di qualità: BILL ha un grande una tantum perdita di SEK310.0M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.

Margine di profitto in crescita: Gli attuali margini di profitto netti di BILL (0.2%) sono inferiori rispetto allo scorso anno (4.2%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di BILL sono diminuiti del 15.8% all'anno negli ultimi 5 anni.

Accelerare la crescita: BILL ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: BILL ha avuto una crescita negativa degli utili ( -95.8% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Packaging ( -19.2% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 0.3% ) di BILL è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 04:35
Prezzo dell'azione a fine giornata2026/05/21 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 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

Billerud AB (publ) è coperta da 13 analisti. 6 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
Patrick LangstromABG Sundal Collier Sponsored
Justin JordanBNP Paribas