Celanese (CE) Panoramica del titolo
Celanese Corporation produce e vende polimeri ingegnerizzati in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 6/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 1/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
CE Community Fair Values
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Analyst Price Targets
Concorrenti di Celanese Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$59.55 |
| Massimo di 52 settimane | US$70.70 |
| Minimo di 52 settimane | US$35.13 |
| Beta | 0.81 |
| Variazione di 1 mese | -5.67% |
| Variazione a 3 mesi | 2.11% |
| Variazione di 1 anno | 9.21% |
| Variazione a 3 anni | -43.40% |
| Variazione a 5 anni | -64.77% |
| Variazione dall'IPO | 272.19% |
Notizie e aggiornamenti recenti
Aggiornamento dell'analisi • May 10
CE: Carbon Capture Progress And Michigan Tech Expansion Will Support Future Upside
Analysts now see Celanese's fair value at about $90, down from roughly $94. The change reflects slightly adjusted assumptions for revenue growth, profit margin and future P/E, while maintaining a broadly similar risk profile.Articolo di analisi • May 08
Celanese Corporation Just Missed Earnings - But Analysts Have Updated Their Models
It's been a mediocre week for Celanese Corporation ( NYSE:CE ) shareholders, with the stock dropping 14% to US$58.40 in...Seeking Alpha • May 07
Celanese: Why I'm Buying The Q1 Post-Earnings Dip
Summary Celanese remains a buy despite Q1 '26 earnings miss and macro-driven selloff, trading at under 10x earnings with a 9–10% free cash flow yield. CE's cost structure is improving through strategic asset closures, product mix upgrades, and targeted expansion in higher-margin specialty markets. Management guides for significant EPS recovery in Q2 and H2'26, assuming supply chain normalization post-Strait of Hormuz disruptions. The nylon restructuring and ongoing deleveraging reinforce a multi-year repositioning, making CE better positioned for cyclical recovery and margin expansion. Read the full article on Seeking AlphaRecent updates
Aggiornamento dell'analisi • May 10
CE: Carbon Capture Progress And Michigan Tech Expansion Will Support Future Upside
Analysts now see Celanese's fair value at about $90, down from roughly $94. The change reflects slightly adjusted assumptions for revenue growth, profit margin and future P/E, while maintaining a broadly similar risk profile.Articolo di analisi • May 08
Celanese Corporation Just Missed Earnings - But Analysts Have Updated Their Models
It's been a mediocre week for Celanese Corporation ( NYSE:CE ) shareholders, with the stock dropping 14% to US$58.40 in...Seeking Alpha • May 07
Celanese: Why I'm Buying The Q1 Post-Earnings Dip
Summary Celanese remains a buy despite Q1 '26 earnings miss and macro-driven selloff, trading at under 10x earnings with a 9–10% free cash flow yield. CE's cost structure is improving through strategic asset closures, product mix upgrades, and targeted expansion in higher-margin specialty markets. Management guides for significant EPS recovery in Q2 and H2'26, assuming supply chain normalization post-Strait of Hormuz disruptions. The nylon restructuring and ongoing deleveraging reinforce a multi-year repositioning, making CE better positioned for cyclical recovery and margin expansion. Read the full article on Seeking AlphaAggiornamento dell'analisi • Apr 21
CE: Expanded Michigan Technology Hub Will Support A Stronger Long Term Earnings Profile
Analysts have nudged their fair value estimate for Celanese to about $94.43 from roughly $93.94. This reflects updated views on revenue growth, profit margins, the discount rate and a modestly higher future P/E assumption.Aggiornamento dell'analisi • Apr 06
CE: Expanded Technology Hub Will Support A Stronger Long Term Earnings Profile
Analysts have lifted their price target for Celanese from about $91.95 to roughly $93.94, citing updated assumptions for a slightly lower discount rate, modestly higher revenue growth, a small improvement in profit margins, and a marginally lower future P/E multiple. What's in the News Completed a share repurchase program covering 14,782,830 shares, described as 12.76% of the company, for a total of US$1,937.27 million under the buyback announced on April 18, 2019 (Key Developments).Aggiornamento dell'analisi • Mar 23
CE: Expanded Technology Hub Will Support A Stronger Long Term Earnings Profile
Analysts have revised their price target on Celanese to $91.95 from $86.00 as they factor in updated assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Completion of a share repurchase program, with 14,782,830 shares bought back for a total of US$1,937.27 million under the authorization announced on April 18, 2019 (Key Developments).
Aggiornamento dell'analisi • Mar 09
CE: Expanded Technology Investments And Lower Multiple Assumptions Will Weigh On Future Upside
Analysts have reduced their price target on Celanese to $41.00. The change is primarily linked to updated assumptions on the discount rate, revenue trends, profit margin and future P/E.Aggiornamento dell'analisi • Feb 23
CE: Expanded Technology Push And Sustainability Efforts Will Not Offset Weak Revenue Outlook
Analysts have nudged their fair value estimate for Celanese up from $40.00 to $41.00, citing a slightly lower discount rate and a modestly higher assumed future P/E multiple, even as they adjust revenue growth expectations and keep profit margin assumptions essentially unchanged. What's in the News Celanese opened an expanded Michigan Technology Center in Troy and Auburn Hills, bringing piloting, application development, and advanced engineering prototyping into a single hub focused on Engineered Materials and its 2026 growth strategy (Key Developments).Aggiornamento dell'analisi • Feb 09
CE: Sustainability Certification Will Support A Stronger Long Term Earnings Profile
Narrative Update Overview Analysts now place Celanese's fair value at about US$86 per share, up from roughly US$85, as they adjust assumptions around the discount rate, revenue growth, profit margin, and future P/E multiples in their updated models. What's in the News Celanese received Carbon Footprint Certification from International Sustainability & Carbon Certification for its Hostaform and Celcon POM ECO-C grades produced in Frankfurt, Germany, and Bishop, Texas, expanding its network of certified facilities (Key Developments).Articolo di analisi • Feb 07
Celanese Corporation (NYSE:CE) Surges 29% Yet Its Low P/S Is No Reason For Excitement
The Celanese Corporation ( NYSE:CE ) share price has done very well over the last month, posting an excellent gain of...Aggiornamento dell'analisi • Jan 25
CE: Impairments And Asset Closures Will Outweigh Sustainability Progress Going Forward
Analysts have raised their price target on Celanese, aligning their outlook with updated assumptions that now indicate 26.0% revenue growth, an 8.4% profit margin and a future P/E of 7.60x. This reflects a shift in how they balance growth and profitability expectations for the company.
Aggiornamento dell'analisi • Jan 10
CE: Low Carbon Materials And Digital Platform Will Support Future Margin Upside
Analysts have trimmed their fair value estimate for Celanese by US$1 to US$51.50, citing updated assumptions for revenue growth, profit margins, and the future P/E multiple. What's in the News Celanese received Carbon Footprint Certification from ISCC for its Hostaform and Celcon POM ECO-C grades at Frankfurt, Germany and Bishop, Texas, expanding its network of certified facilities and supporting lower product carbon footprints for customers (Key Developments).Aggiornamento dell'analisi • Dec 25
CE: Margin Expansion And Sustainability Efforts Will Offset Impairments And Operational Risks
Analysts have modestly raised their price target on Celanese, citing expectations for improved profitability and margin expansion, even as they assume slightly weaker revenue growth and a marginally higher discount rate. What's in the News Received ISCC Carbon Footprint Certification for Hostaform and Celcon POM ECO-C grades in Frankfurt and Bishop, supported by large scale CCU investment at Clear Lake to cut product carbon footprints and fossil based inputs (Key Developments) Integrated Life Cycle Assessment data and Product Carbon Footprint letters into the Chemille digital assistant, giving customers more transparent, sustainability driven material selection tools (Key Developments) Recorded approximately $1.5 billion in asset impairments in Q3 2025, mainly related to goodwill and Zytel trade name write downs following annual impairment testing (Key Developments) Announced intent to cease operations at the Lanaken acetate tow facility in the second half of 2026, a change that may affect about 160 employees due to weak demand, regulatory uncertainty, and high energy costs (Key Developments) Preparing to showcase new digital services, materials, and capabilities at the K Show in Dusseldorf, including an enhanced Chemille AI powered assistant and multiple new grades for automotive, consumer, and industrial applications (Key Developments) Valuation Changes Fair Value Estimate remains unchanged at $40.0 per share, indicating no revision to the intrinsic value assessment.Aggiornamento dell'analisi • Dec 11
CE: Digital Platform And Low Carbon Materials Will Support Margin Upside
Analysts have modestly raised their price target on Celanese, reflecting a reassessment of its earnings power and risk profile that supports a fair value of approximately $52.50 per share. What's in the News Celanese received Carbon Footprint Certification from ISCC for its Hostaform and Celcon POM ECO-C grades in Frankfurt and Bishop, supported by CCU technology at the Clear Lake methanol joint venture with Mitsui.Aggiornamento dell'analisi • Nov 27
CE: Digital Platform Launch Set To Improve Margins Amid Operational Shifts
Analysts have slightly raised their price target for Celanese from $52.38 to $52.50. This change reflects incremental improvements in projected revenue growth and profit margins.Aggiornamento dell'analisi • Nov 13
CE: Digital Services Rollout Will Drive Margin Improvement Despite Demand Challenges
Analysts have lowered their fair value estimate for Celanese from $53.69 to $52.38. They cite more conservative assumptions for future revenue growth, despite marginal improvements in profit margin projections.Aggiornamento dell'analisi • Oct 28
Digital Services And New Materials Will Drive Industry Opportunities Ahead
Analysts have lowered their price target for Celanese by $1 to $53.69, citing softer revenue growth expectations that modestly offset a stable profit margin outlook. What's in the News Celanese plans to cease operations at its acetate tow facility in Lanaken during the second half of 2026, impacting approximately 160 employees as part of a cost structure optimization plan.Aggiornamento dell'analisi • Sep 04
Lightweight Automotive And Green Chemistry Will Open Future Markets
Both Celanese's consensus revenue growth and net profit margin forecasts remained stable, resulting in an unchanged analyst price target of $54.94. What's in the News Celanese and Bentley Mills launched the use of Celanese's VAE ECO-CC emulsions, made from captured CO2, in Bentley’s carpet tile manufacturing to increase sustainability and recycled content.Articolo di analisi • May 28
Celanese Corporation's (NYSE:CE) Price Is Right But Growth Is Lacking After Shares Rocket 27%
Celanese Corporation ( NYSE:CE ) shares have had a really impressive month, gaining 27% after a shaky period...Seeking Alpha • Mar 25
Celanese Corporation: Fresh Funds May Mitigate Potential Material Dividend Cut
Summary Celanese Corporation's FY 2024 performance lagged behind peers, with operating efficiency issues and macroeconomic uncertainties limiting short-term upside, trading near its fair value of $62. The company plans to cut CAPEX and retire low-margin facilities by FY 2025, aiming to improve cash flow and deleverage its balance sheet. Weak profitability persists due to challenging demand in key markets, with management projecting lower EPS and asset impairments adding pressure. A bearish short-term outlook from management provides new investors with a limited margin of safety, however, a potential pullback towards $42 support level will provide new investors a better risk reward position. This is especially true considering CE's efforts to improve its cashflow and its new focus on high margin projects, making the stock worth monitoring in the long-run. Read the full article on Seeking AlphaSeeking Alpha • Feb 08
Celanese Cuts Its Dividend And Investors Cut Their Losses
Summary Celanese announced in Q3 the temporary suspension of its quarterly dividend, ending a 19-year streak of consecutive payments. Management’s plan to generate $800M - $900 million in annual FCF could be reasonable, but debt levels and industry headwinds make a dividend return unlikely before 2027. Weak demand in the automotive and industrial sectors, coupled with oversupply in acetyl and engineering materials, pressures margins and profitability. I see the company’s net debt to EBITDA ratio as high (~6.4 GAAP, 4.7 non-GAAP), and deleveraging to 3x will take time, limiting capital return to shareholders. A short-term bounce could be possible due to technical support. Despite my sell rating, I wouldn't short the company yet. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Celanese Presents Attractive Risk-Adjusted Return For Patient Investors
Summary Celanese Corporation, a global chemicals company, derives 54% of its revenue from engineered materials and 46% from the acetyl chain, with high-margin operations. Celanese's Engineered Materials segment is highly differentiated, while its Acetyl Chain segment has considerable cost and scale advantages. Both segments are highly profitable on a cross-cycle basis. Despite a 52% market cap loss in 2024 and a 95% dividend cut to reduce debt from the Dupont M&M acquisition, long-term gains are possible. Conservative deleveraging models suggest Celanese could achieve attractive IRRs of 21.2%-23.25% by 2028, assuming debt paydown and gradual EBITDA margin recovery. Risks include potential Chinese economic downturns, high leverage, and concerns about internal control following the Dupont M&M acquisition. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
Celanese Corporation: The Pain Of Leverage
Summary Celanese Corporation's acquisition of DuPont's Materials & Mobility business led to high leverage at a good point in the cycle. Despite initial optimism, Celanese's earnings came down, pushing up leverage ratios a lot. Recent actions to address this include a 95% dividend cut, production idling, and cost-saving measures, but market conditions will ultimately dictate the outcome. Given the current dire situation and management's track record, I remain cautious and do not recommend buying the dip at this time. Read the full article on Seeking AlphaSeeking Alpha • Oct 21
Celanese: Sold In January 2024, Back In Again With A 'Buy'
Summary Celanese Corporation, a specialty chemicals company, has underperformed the S&P 500 but shows potential for recovery with a solid asset base and forecasted EPS growth. Despite recent challenges, including supplier disruptions, Celanese reported improved earnings and streamlined operations, particularly in engineered materials. The company's EPS is expected to grow at an annualized rate of 18.22% until 2026, with dividends remaining stable at $2.8/share. Celanese's credit rating remains BBB- with a leverage of 55%, but it consistently beats earnings estimates, indicating potential upside. Read the full article on Seeking AlphaSeeking Alpha • Aug 07
Celanese Corporation: Margin Expansion Story Doesn't Offset Leverage Risks
Summary Celanese is a global producer of specialty chemicals and material products that are involved in several end markets and for a wide range of applications globally. The company reported lower revenues and earnings per share in its recent Q2'24 results, with declines in both the Engineered Materials and Acetyl Chain businesses. Despite challenges, EBITDA grew 18% due to cost synergies, leading to margin expansion. High debt levels from past acquisitions pose a risk to Celanese's long-term growth potential; valuation isn't particularly compelling. Read the full article on Seeking AlphaRendimenti per gli azionisti
| CE | US Chemicals | US Mercato | |
|---|---|---|---|
| 7D | -13.4% | 1.7% | 2.6% |
| 1Y | 9.2% | 9.6% | 26.2% |
Ritorno vs Industria: CE ha avuto una performance inferiore rispetto al US Chemicals che ha registrato un rendimento 10.6 % nell'ultimo anno.
Rendimento vs Mercato: CE ha avuto una performance inferiore al mercato US che ha registrato un rendimento 31.1 % nell'ultimo anno.
Volatilità dei prezzi
| CE volatility | |
|---|---|
| CE Average Weekly Movement | 9.2% |
| Chemicals Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: CE non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 9% ) di CE è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1912 | 11,434 | Scott Richardson | www.celanese.com |
Celanese Corporation produce e vende polimeri ingegnerizzati in tutto il mondo. Opera attraverso i segmenti Materiali ingegnerizzati e Catena acetilica. L'azienda offre elastomeri acrilici di etilene, copolimeri di etilene e vinilacetato di grado farmaceutico, polimeri a cristalli liquidi, termoplastici rinforzati con fibre lunghe, composti e formulazioni di nylon e polipropilene, poliossimetilene, polietilene ad altissimo peso molecolare, elastomeri termoplastici, poliesteri e vulcanizzati per applicazioni nei settori degli elettrodomestici, dell'automobile, dell'edilizia, dell'abbigliamento di consumo, dell'elettronica di consumo, dell'elettricità, dell'immagazzinamento dell'energia, delle apparecchiature di filtrazione, dell'industria, della medicina e delle telecomunicazioni.
Celanese Corporation Riepilogo dei fondamenti
| CE statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$6.27b |
| Utili (TTM) | -US$1.08b |
| Ricavi(TTM) | US$9.49b |
0.7x
Rapporto P/S-6.0x
Rapporto P/ECE è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CE Conto economico (TTM) | |
|---|---|
| Ricavi | US$9.49b |
| Costo del fatturato | US$7.52b |
| Profitto lordo | US$1.98b |
| Altre spese | US$3.06b |
| Utili | -US$1.08b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -9.85 |
| Margine lordo | 20.82% |
| Margine di profitto netto | -11.38% |
| Rapporto debito/patrimonio netto | 277.1% |
Come si è comportato CE nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.2%
Rendimento attuale del dividendo-1%
Rapporto di remunerazioneCE paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di CE| Celanese date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Apr 27 2026 |
| Data di pagamento dei dividendi | May 11 2026 |
| Giorni fino al dividendo Ex | 15 days |
| Giorni prima della data di pagamento dei dividendi | 1 day |
CE paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di CEAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 23:16 |
| Prezzo dell'azione a fine giornata | 2026/05/11 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 |
| |
| Gestione | 10 anni |
| |
| 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
Celanese Corporation è coperta da 34 analisti. 15 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 | Argus Research Company |
| Ghansham Panjabi | Baird |
| Sergey Vasnetsov | Barclays |