Celanese Corporation

Report azionario NYSE:CE

Capitalizzazione di mercato: US$4.9b

Celanese Crescita futura

Criteri Future verificati 3/6

Celanese prevede che gli utili e i ricavi cresceranno rispettivamente di 51.4% e 1.4% all'anno. Si prevede che l'EPS crescerà di 53.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 12.9% in 3 anni.

Informazioni chiave

51.4%

Tasso di crescita degli utili

53.79%

Tasso di crescita dell'EPS

Chemicals crescita degli utili21.7%
Tasso di crescita dei ricavi1.4%
Rendimento futuro del capitale proprio12.90%
Copertura analitica

Good

Ultimo aggiornamento04 Sep 2026

Aggiornamenti recenti sulla crescita futura

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...

Recent updates

Aggiornamento narrativa • Sep 04

CE: Sustainability Moves And Portfolio Shift Will Shape Balanced Future Potential

Analysts have reduced their price target for Celanese to $45 from $48, reflecting a softer revenue growth outlook, slightly lower profit margins, a small increase in the discount rate, and a modestly higher future P/E assumption. What's in the News for Celanese Celanese agreed to sell an additional 19% stake in its Nutrinova food ingredients joint venture to Mitsui & Co., Ltd., which is expected to generate about US$152 million in cash proceeds and support the company’s deleveraging plans, while Celanese retains an 11% interest in the venture.
Aggiornamento narrativa • Aug 21

CE: Robot Joint Materials And Free Cash Flow Actions Will Drive Upside

Analysts have lowered their price target for Celanese from about $68.70 to about $63.63, citing updated views on revenue growth, profit margins, and the appropriate future P/E multiple as the main factors behind the change. What’s in the News for Celanese Celanese and VIGOR Precision signed a partnership agreement to develop lightweight plastic joint solutions for humanoid robots, with Celanese supplying high performance plastic materials and technical support.
Aggiornamento narrativa • Aug 07

CE: Carbon Capture And Bio Based Materials Will Support Future Upside

Analysts have reduced their price target on Celanese to $85 from about $90, citing updated assumptions that now reflect a higher discount rate, more modest revenue growth, a higher profit margin and a lower future P/E multiple. What’s in the News for Celanese Amsterdam District Court dismissed in full a damages claim against Celanese Corporation from Shell Chemicals Europe B.V., along with a related declaratory judgment claim from Repsol entities represented by Stichting Ethylene Claims.
Aggiornamento narrativa • Jul 23

CE: Sustainability Partnerships And Footprint Shifts Will Shape Balanced Future Potential

Analysts have reduced their fair value estimate for Celanese stock from $64.00 to $48.00. This change reflects updated assumptions for growth, margins, and a lower future P/E multiple in their price target framework.
Seeking Alpha • Jul 22

Celanese: The Discount Is Leverage, Not A Gift

Summary Celanese Corporation is rated hold due to thin equity and a heavy $11.6B net debt load, not undervaluation. CE's current price (~$44.56) aligns with a probability-weighted base case valuation of $41 per share, reflecting balanced bear and bull scenarios. Q1 results show flat gross margin overall, but the Acetyl Chain segment deteriorated while Engineered Materials improved; FCF remains negligible, and debt reduction is reliant on asset sales. Key catalysts are Q2 results, specifically Acetyl Chain's profit step-up and whether free cash flow can fund net debt reduction rather than being offset by interest. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 09

CE: Lower Carbon Materials And CCU Adoption Will Support Future Upside

Analysts have raised their price target on Celanese to $68.70 from $51.50, citing updated assumptions that include slightly lower discount rates, higher projected revenue growth, largely stable profit margins, and a higher future P/E multiple. What’s in the News for Celanese Celanese and Siegwerk Druckfarben agreed to collaborate on supplying more sustainable printing ink solutions using Celanese bio-based ethyl acetate with 50% bio-based content, reducing reliance on fossil-derived raw materials.
Aggiornamento narrativa • Jun 25

CE: Sustainable Materials Partnerships Will Support Future Upside Potential

Analysts kept their $64.00 price target on Celanese steady, citing updated assumptions that now reflect a discount rate of 11.41%, revenue growth of 1.60%, a profit margin of 8.66%, and a forward P/E of 11.29x. They view these assumptions as better aligning the stock with current risk and earnings expectations.
Articolo di analisi • Jun 20

Celanese (CE) Stock Could Be 70% Undervalued After Recent Share Price Swings

Celanese (CE) has drawn fresh attention after recent share price swings, with the stock down 4% over the past week and about 3% over the past month. This has prompted closer scrutiny of its fundamentals. See our latest analysis for Celanese. Looking beyond the recent pullback, Celanese’s share price return is up 21.35% year to date, while the 1-year total shareholder return is down 4.18%, with longer term total shareholder returns over 3 and 5 years also showing sizeable declines. This mix of...
Aggiornamento narrativa • Jun 06

CE: Asia Footprint Optimization And Carbon Capture Partnership Will Support Future Upside

Analysts have lifted their fair value estimate for Celanese from $41.00 to $64.00, citing updated assumptions around revenue growth, discount rate, profit margin and future P/E that they believe better reflect the company’s outlook. What's in the News Celanese plans to close its Engineered Materials compounding facility in Ulsan, South Korea, and shift production to existing plants in Nanjing and Shenzhen, China, and Silvassa, India, as part of an effort to optimize its Asia production network and support its "Grow & Fortify" strategy.
Aggiornamento narrativa • 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...
Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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.
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 Alpha
Seeking 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:CE - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202810,3166859381,32811
12/31/20279,9685518321,21014
12/31/202610,00046675695215
6/30/20269,712-1,160708984N/A
3/31/20269,492-1,0808781,185N/A
12/31/20259,544-1,1448031,146N/A
9/30/20259,698-3,0891,0241,388N/A
6/30/20259,927-1,6176321,020N/A
3/31/202510,046-1,674502902N/A
12/31/202410,268-1,534531966N/A
9/30/202410,4791,0908441,302N/A
6/30/202410,5541,9271,1251,626N/A
3/31/202410,6981,9961,5552,096N/A
12/31/202310,9261,9521,3311,899N/A
9/30/202310,7192,0331,0271,610N/A
6/30/202310,2971,2731,0831,674N/A
3/31/20239,9881,4948371,407N/A
12/31/20229,6731,9021,2761,819N/A
9/30/20229,6001,6621,2991,862N/A
6/30/20229,5651,9891,4992,025N/A
3/31/20229,2772,0911,4451,957N/A
12/31/20218,5371,9121,2901,757N/A
9/30/20217,8532,8371,0581,447N/A
6/30/20216,9982,5278891,248N/A
3/31/20215,9932,0958631,200N/A
12/31/20205,6551,9979791,343N/A
9/30/20205,4965869721,395N/A
6/30/20205,6716459281,361N/A
3/31/20206,070745N/A1,406N/A
12/31/20196,297858N/A1,454N/A
9/30/20196,554912N/A1,491N/A
6/30/20196,7391,051N/A1,561N/A
3/31/20196,9911,185N/A1,722N/A
12/31/20187,1551,212N/A1,558N/A
9/30/20187,0591,320N/A1,253N/A
6/30/20186,8541,143N/A1,041N/A
3/31/20186,5201,038N/A754N/A
12/31/20176,140856N/A803N/A
9/30/20175,858812N/A698N/A
6/30/20175,615847N/A747N/A
3/31/20175,456829N/A798N/A
12/31/20165,389902N/A893N/A
9/30/20165,412444N/A1,076N/A
6/30/20165,502340N/A945N/A
3/31/20165,628326N/A879N/A
12/31/20155,674306N/A862N/A
9/30/20155,899522N/A892N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che CE diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che CE diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede CE diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di CE ( 1.4% all'anno) crescerà più lentamente rispetto al mercato US ( 13.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CE ( 1.4% 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 CE sarà basso tra 3 anni ( 12.9 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/10 12:32
Prezzo dell'azione a fine giornata2026/09/10 00:00
Utili2026/06/30
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 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 33 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.

AnalistaIstituzione
null nullArgus Research Company
Ghansham PanjabiBaird
Sergey VasnetsovBarclays