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Solvay SAENXTBR:SOLB 株式レポート

時価総額 €2.9b
株価
€27.90
€25.34
10.1% 割高 内在価値ディスカウント
1Y-17.7%
7D1.5%
ポートフォリオ価値
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Solvay SA

ENXTBR:SOLB 株式レポート

時価総額:€2.9b

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Community Contributor
CA$5.07FV 68.0% 割安 内在価値ディスカウント
4849.4%Revenue growth p.a.
13.5k
37
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271
2mo ago

Solvay SA 競合他社

価格と性能

株価の高値、安値、推移の概要Solvay
過去の株価
現在の株価€27.90
52週高値€34.52
52週安値€23.54
ベータ0.24
1ヶ月の変化4.49%
3ヶ月変化10.98%
1年変化-17.75%
3年間の変化-74.12%
5年間の変化-75.19%
IPOからの変化0.49%

最新ニュース

SOLB: Mixed Ratings And Slightly Lower Assumptions Will Shape Fair Value Outlook

Solvay's analyst price target has edged down by about €0.13 as analysts adjust their fair value and P/E assumptions, reflecting recent target moves and downgrades from several banks while still incorporating some upward revisions from others. Analyst Commentary Recent research updates show a split view on Solvay, with some analysts lifting price targets while several others cut targets or downgraded their stance.

SOLB: Trimmed Expectations And Mixed Ratings Will Still Support Fair Value

Solvay's analyst price target has been trimmed by about €0.25, as analysts factor in softer revenue expectations, slightly higher margin assumptions and a lower future P/E multiple. Analyst Commentary Recent Street research on Solvay points to a cautious stance, with several firms trimming price targets or downgrading ratings while a few still see upside at specific levels.

SOLB: Rare Earth Role Will Offset Execution Risks And Support Fair Value

Analysts have nudged Solvay's fair value estimate slightly lower to about €25.72 per share. This reflects a mix of reduced profit margin assumptions, a modestly lower discount rate, and updated external price targets that now cluster in the €22 to €28 range.

SOLB: Rare Earth Supply Role Will Temper Softer Outlook And Downgrades

Narrative Update on Solvay Our updated analyst price target for Solvay edges down slightly to €25.78 from €25.88. This reflects a modest recalibration of expected growth and margins, even as recent Street research has shifted targets in a tight €22 to €28 range with several downgrades and cautious P/E assumptions from analysts.

Recent updates

SOLB: Mixed Ratings And Slightly Lower Assumptions Will Shape Fair Value Outlook

Solvay's analyst price target has edged down by about €0.13 as analysts adjust their fair value and P/E assumptions, reflecting recent target moves and downgrades from several banks while still incorporating some upward revisions from others. Analyst Commentary Recent research updates show a split view on Solvay, with some analysts lifting price targets while several others cut targets or downgraded their stance.

SOLB: Trimmed Expectations And Mixed Ratings Will Still Support Fair Value

Solvay's analyst price target has been trimmed by about €0.25, as analysts factor in softer revenue expectations, slightly higher margin assumptions and a lower future P/E multiple. Analyst Commentary Recent Street research on Solvay points to a cautious stance, with several firms trimming price targets or downgrading ratings while a few still see upside at specific levels.

SOLB: Rare Earth Role Will Offset Execution Risks And Support Fair Value

Analysts have nudged Solvay's fair value estimate slightly lower to about €25.72 per share. This reflects a mix of reduced profit margin assumptions, a modestly lower discount rate, and updated external price targets that now cluster in the €22 to €28 range.

SOLB: Rare Earth Supply Role Will Temper Softer Outlook And Downgrades

Narrative Update on Solvay Our updated analyst price target for Solvay edges down slightly to €25.78 from €25.88. This reflects a modest recalibration of expected growth and margins, even as recent Street research has shifted targets in a tight €22 to €28 range with several downgrades and cautious P/E assumptions from analysts.

SOLB: Rare Earth Supply Role Will Offset Softer Outlook And Downgrades

Analysts have reduced their price target on Solvay to about €25.88 from roughly €26.44, reflecting a series of recent downgrades and slightly softer assumptions for revenue, margins and fair value multiples. Analyst Commentary Bullish Takeaways Bullish analysts still see upside to the current share price, with some targets such as €28 and €27 implying room for rerating if execution on cost discipline and portfolio focus holds up.

SOLB: Rare Earth Partnerships Will Counter Softer Outlook And Cautious Ratings

Analysts have trimmed their price targets on Solvay, with our fair value estimate moving from €27.19 to €26.44 as they factor in slightly softer revenue expectations, a higher discount rate, and lower assumed future P/E multiples, partly offset by firmer profit margin assumptions. Analyst Commentary Recent Street research on Solvay has leaned more cautious, with several firms lowering price targets and moving to more neutral or negative ratings as they reassess the risk and reward profile.

SOLB: Rare Earth Agreements Will Offset Softer Outlook At A Fair Price

Analysts have nudged their Solvay price target slightly lower to about €27.19 from about €27.27, reflecting updated views on slower revenue trends, a higher discount rate, better profit margins, and a lower future P/E assumption, alongside recent target cuts and rating changes from several research houses. Analyst Commentary Recent research opinions around Solvay cluster around cautious updates to price targets and ratings, with most commentary focusing on how current execution and growth expectations line up against existing valuations.

SOLB: Rare Earth Agreements Will Steady Execution Risks At A Fair Price

Analysts have trimmed their price target on Solvay to about €23.50, a modest reset that reflects slightly lower profit margin expectations while keeping fair value and P/E assumptions broadly in line with prior views. Analyst Commentary Recent research points to a slightly lower fair value marker for Solvay at about €23.50, which still sits close to prior assumptions on P/E and overall valuation.

SOLB: Rare Earth Agreements Will Offset Softer Outlook And Heightened Execution Risks

Analysts trimmed their fair value estimate for Solvay by about EUR 0.50 per share, reflecting slightly higher perceived risk and softer long term growth expectations, in line with a series of recent price target cuts across the Street. Analyst Commentary Recent Street updates reflect a cautious stance on Solvay, with a series of modest price target reductions signaling tempered expectations for both earnings growth and valuation upside.

SOLB: Near-Term Outlook Will Hinge On Margin Resilience Amid Industry Pressures

Solvay’s analyst price target was modestly reduced from €27.80 to €27.73. Analysts cite ongoing cautiousness around revenue growth and margin pressures, which are reflected in several recent downward revisions.

SOLB: Future Performance Will Depend On Profit Margin Recovery And Cost Discipline

Solvay's analyst price target was reduced from €28.70 to €27.80, as analysts cited a more cautious outlook on revenue growth and profit margins in recent research updates. Analyst Commentary Analyst sentiment toward Solvay has shifted in recent research updates, with several firms lowering their price targets and highlighting both positive and negative drivers that could influence the company’s near-term performance.

SOLB: Recent Macroeconomic Pressures Will Shape Outlook Amid Stable Fundamentals

Narrative Update on Solvay Solvay’s analyst price target has been lowered slightly, from €28.97 to €28.70, as analysts cite modestly higher discount rates and slightly weaker revenue growth outlooks in their recent updates. Analyst Commentary Recent updates from analysts have provided a nuanced view of Solvay's outlook, highlighting both areas of potential and ongoing challenges that may affect its future performance.

La Rochelle Expansion And Energy Transition Will Secure Future Success

Analysts have modestly reduced their price target for Solvay, lowering it by a small margin in response to recent Street research. The research cites softer profit margins and ongoing revenue pressures, resulting in updated targets between EUR 25.50 and EUR 27.

La Rochelle Expansion And Energy Transition Will Secure Future Success

Solvay's analyst price target has been revised downward by approximately EUR 0.80 per share. Analysts cite ongoing revenue pressure and updated profit margin forecasts to support the adjustment.

La Rochelle Expansion And Energy Transition Will Secure Future Success

Analysts have maintained a cautious outlook on Solvay due to persistent input cost inflation, margin pressure, and weak European demand, resulting in conservative earnings estimates and an unchanged consensus price target of €29.83. Analyst Commentary Cautious sentiment persists due to slower organic growth outlook in core businesses.

Risks To Shareholder Returns Are Elevated At These Prices For Solvay SA (EBR:SOLB)

Jan 24
Risks To Shareholder Returns Are Elevated At These Prices For Solvay SA (EBR:SOLB)

Solvay (EBR:SOLB) Will Pay A Dividend Of €0.679

Jan 06
Solvay (EBR:SOLB) Will Pay A Dividend Of €0.679
User avatar

Green River Expansion And Hydrogen Peroxide Licensing Propel Earnings Growth

Expansion of Green River facility and sustainability efforts position Solvay to benefit from future revenue growth and attract environmentally conscious customers.

Solvay's (EBR:SOLB) Dividend Will Be €0.679

Dec 21
Solvay's (EBR:SOLB) Dividend Will Be €0.679

Solvay SA (EBR:SOLB) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

Oct 17
Solvay SA (EBR:SOLB) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

Are Investors Undervaluing Solvay SA (EBR:SOLB) By 43%?

Sep 18
Are Investors Undervaluing Solvay SA (EBR:SOLB) By 43%?

Solvay SA's (EBR:SOLB) Share Price Could Signal Some Risk

Aug 28
Solvay SA's (EBR:SOLB) Share Price Could Signal Some Risk

Solvay's (EBR:SOLB) Earnings May Just Be The Starting Point

Aug 08
Solvay's (EBR:SOLB) Earnings May Just Be The Starting Point

Solvay (EBR:SOLB) Has A Somewhat Strained Balance Sheet

Jul 14
Solvay (EBR:SOLB) Has A Somewhat Strained Balance Sheet

Are Investors Undervaluing Solvay SA (EBR:SOLB) By 37%?

Jun 14
Are Investors Undervaluing Solvay SA (EBR:SOLB) By 37%?

Is It Too Late To Consider Buying Solvay SA (EBR:SOLB)?

May 29
Is It Too Late To Consider Buying Solvay SA (EBR:SOLB)?

Solvay SA (EBR:SOLB) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Apr 24
Solvay SA (EBR:SOLB) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Solvay SA's (EBR:SOLB) Business And Shares Still Trailing The Market

Mar 10
Solvay SA's (EBR:SOLB) Business And Shares Still Trailing The Market

Is Solvay SA (EBR:SOLB) Trading At A 28% Discount?

Nov 20
Is Solvay SA (EBR:SOLB) Trading At A 28% Discount?

Solvay (EBR:SOLB) Is Increasing Its Dividend To €1.13

Nov 06
Solvay (EBR:SOLB) Is Increasing Its Dividend To €1.13

The Return Trends At Solvay (EBR:SOLB) Look Promising

Nov 02
The Return Trends At Solvay (EBR:SOLB) Look Promising

Here's Why Solvay (EBR:SOLB) Can Manage Its Debt Responsibly

Oct 19
Here's Why Solvay (EBR:SOLB) Can Manage Its Debt Responsibly

Is It Too Late To Consider Buying Solvay SA (EBR:SOLB)?

Aug 16
Is It Too Late To Consider Buying Solvay SA (EBR:SOLB)?

Returns At Solvay (EBR:SOLB) Are On The Way Up

Aug 02
Returns At Solvay (EBR:SOLB) Are On The Way Up

Is Solvay (EBR:SOLB) A Risky Investment?

Jul 19
Is Solvay (EBR:SOLB) A Risky Investment?

An Intrinsic Calculation For Solvay SA (EBR:SOLB) Suggests It's 26% Undervalued

Jul 06
An Intrinsic Calculation For Solvay SA (EBR:SOLB) Suggests It's 26% Undervalued

株主還元

SOLBBE ChemicalsBE 市場
7D1.5%1.1%0.9%
1Y-17.7%0.4%18.0%

業界別リターン: SOLB過去 1 年間で0.4 % の収益を上げたBelgian Chemicals業界を下回りました。

リターン対市場: SOLBは、過去 1 年間で18 % のリターンを上げたBelgian市場を下回りました。

価格変動

Is SOLB's price volatile compared to industry and market?
SOLB volatility
SOLB Average Weekly Movement4.1%
Chemicals Industry Average Movement6.5%
Market Average Movement4.2%
10% most volatile stocks in BE Market7.4%
10% least volatile stocks in BE Market2.6%

安定した株価: SOLB 、 Belgian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: SOLBの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
18638,331Philippe Kehrenwww.solvay.com

ソルベイSAは基礎化学品と機能化学品を世界中に提供している。建築用ガラス、ソーラーパネル、ガラス容器、包装、電気自動車用リチウムイオン電池、洗剤や化学薬品に使用される炭酸ナトリウムやソーダ灰、食品・飼料、排ガス処理、ヘルスケアに使用される炭酸水素ナトリウムの製造を行っている。また、パルプ・製紙、繊維、水、食品、半導体、太陽光発電、都市鉱山、電池などの産業で漂白、除染、消毒、防腐の目的で使用される過酸化水素、プロピレンオキシドやカプロラクタムなどの化学品を製造する中間体としての過酸化水素も提供している。さらに、タイヤ、ホームケア、飼料、食品産業での用途に不可欠な成分である沈殿シリカや、絵画、衛生、ホームケア用途に使用される溶剤やポリアミドチェーン製品、鋳物、建築、研磨剤で使用される合成樹脂の中間体として使用されるフェノールや誘導体の製造も行っている。さらに、自動車、エレクトロニクス、様々なニッチ化学・工業用途向けにフッ素やレアアース製剤を提供している。同社は1863年に設立され、ベルギーのブリュッセルに本社を置いている。

Solvay SA 基礎のまとめ

Solvay の収益と売上を時価総額と比較するとどうか。
SOLB 基礎統計学
時価総額€2.91b
収益(TTM)€30.00m
売上高(TTM)€4.75b
97.2x
PER(株価収益率
0.6x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
SOLB 損益計算書(TTM)
収益€4.75b
売上原価€3.74b
売上総利益€1.00b
その他の費用€973.00m
収益€30.00m

直近の収益報告

Dec 31, 2025

次回決算日

May 07, 2026

一株当たり利益(EPS)0.29
グロス・マージン21.13%
純利益率0.63%
有利子負債/自己資本比率165.5%

SOLB の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

8.7%
現在の配当利回り
846%
配当性向

SOLB 配当は確実ですか?

SOLB 配当履歴とベンチマークを見る
SOLB 、いつまでに購入すれば配当金を受け取れますか?
Solvay 配当日
配当落ち日May 18 2026
配当支払日May 20 2026
配当落ちまでの日数15 days
配当支払日までの日数17 days

SOLB 配当は確実ですか?

SOLB 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/03 09:36
終値2026/04/30 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Solvay SA 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33

アナリスト機関
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Katie RichardsBarclays
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