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Solvay SAENXTBR:SOLB 株式レポート

時価総額 €2.9b
株価
€27.64
€25.1
10.1% 割高 内在価値ディスカウント
1Y-4.6%
7D5.4%
1D
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

Solvay(SOLB)株式概要

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。 詳細

SOLB ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長4/6
過去の実績0/6
財務の健全性3/6
配当金3/6

SOLB Community Fair Values

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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€27.64
52週高値€30.56
52週安値€23.54
ベータ0.25
1ヶ月の変化7.30%
3ヶ月変化12.18%
1年変化-4.56%
3年間の変化-72.40%
5年間の変化-74.37%
IPOからの変化-0.45%

最新ニュース

分析記事 21h

Solvay (ENXTBR:SOLB) Stock Could Be 8.8% Overvalued After European Patent Win

The European Patent Office has upheld Solvay (ENXTBR:SOLB)’s key European patent covering its soda ash purge stream recycling process after a challenge from WE Soda Ltd, putting the company’s intellectual property position firmly in focus for investors. See our latest analysis for Solvay. Solvay’s recent patent win comes at a time when the stock’s 7-day share price return of 5.98% and 30-day share price return of 4.12% sit against a 1-year total shareholder return that is down 3.84%, while...
ナラティブの更新 Jun 11

SOLB: Rare Earth Supply Plans And Mixed Ratings Will Shape Fair Value Outlook

Narrative Update The analyst price target for Solvay is now set at €25.10. This move is supported by recent Street research, where analysts highlight the company’s rare earth capabilities and adjust targets in a €26 to €30 range, while fine tuning assumptions around discount rates, modest revenue declines, profit margins and future P/E expectations.
ナラティブの更新 May 28

SOLB: Mixed Ratings And Higher P/E Assumptions Will Shape Fair Value Outlook

Solvay's analyst price target has been trimmed by about €0.40 to reflect slightly lower fair value and profit margin assumptions, even as analysts factor in a higher future P/E multiple based on recent research updates. Analyst Commentary The latest round of research on Solvay points to a mixed view, with some analysts trimming price targets while others see room for the stock to trade at higher levels relative to earnings.

Recent updates

分析記事 21h

Solvay (ENXTBR:SOLB) Stock Could Be 8.8% Overvalued After European Patent Win

The European Patent Office has upheld Solvay (ENXTBR:SOLB)’s key European patent covering its soda ash purge stream recycling process after a challenge from WE Soda Ltd, putting the company’s intellectual property position firmly in focus for investors. See our latest analysis for Solvay. Solvay’s recent patent win comes at a time when the stock’s 7-day share price return of 5.98% and 30-day share price return of 4.12% sit against a 1-year total shareholder return that is down 3.84%, while...
ナラティブの更新 Jun 11

SOLB: Rare Earth Supply Plans And Mixed Ratings Will Shape Fair Value Outlook

Narrative Update The analyst price target for Solvay is now set at €25.10. This move is supported by recent Street research, where analysts highlight the company’s rare earth capabilities and adjust targets in a €26 to €30 range, while fine tuning assumptions around discount rates, modest revenue declines, profit margins and future P/E expectations.
ナラティブの更新 May 28

SOLB: Mixed Ratings And Higher P/E Assumptions Will Shape Fair Value Outlook

Solvay's analyst price target has been trimmed by about €0.40 to reflect slightly lower fair value and profit margin assumptions, even as analysts factor in a higher future P/E multiple based on recent research updates. Analyst Commentary The latest round of research on Solvay points to a mixed view, with some analysts trimming price targets while others see room for the stock to trade at higher levels relative to earnings.
ナラティブの更新 Apr 19

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.
ナラティブの更新 Apr 02

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.
ナラティブの更新 Mar 19

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.
ナラティブの更新 Mar 04

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.
ナラティブの更新 Feb 18

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.
ナラティブの更新 Feb 03

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.
ナラティブの更新 Jan 19

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.
ナラティブの更新 Jan 05

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.
ナラティブの更新 Dec 14

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.
ナラティブの更新 Nov 29

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.
ナラティブの更新 Nov 15

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.
ナラティブの更新 Oct 31

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.
ナラティブの更新 Oct 17

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.
ナラティブの更新 Oct 03

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.
ナラティブの更新 Sep 04

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.
分析記事 Jan 24

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

It's not a stretch to say that Solvay SA's ( EBR:SOLB ) price-to-sales (or "P/S") ratio of 0.6x right now seems quite...
分析記事 Jan 06

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

The board of Solvay SA ( EBR:SOLB ) has announced that it will pay a dividend on the 22nd of January, with investors...
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新しいナラティブ Dec 25

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.
分析記事 Dec 21

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

Solvay SA's ( EBR:SOLB ) investors are due to receive a payment of €0.679 per share on 22nd of January. The dividend...
分析記事 Oct 17

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

Solvay SA ( EBR:SOLB ) shareholders would be excited to see that the share price has had a great month, posting a 25...
分析記事 Sep 18

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

Key Insights Solvay's estimated fair value is €57.91 based on 2 Stage Free Cash Flow to Equity Solvay is estimated to...
分析記事 Aug 28

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

It's not a stretch to say that Solvay SA's ( EBR:SOLB ) price-to-sales (or "P/S") ratio of 0.6x right now seems quite...
分析記事 Aug 08

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

Solvay SA's ( EBR:SOLB ) earnings announcement last week was disappointing for investors, despite the decent profit...
分析記事 Jul 14

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

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Jun 14

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Solvay fair value estimate is €50.62 Current share price of...
分析記事 May 29

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

While Solvay SA ( EBR:SOLB ) might not have the largest market cap around , it led the ENXTBR gainers with a relatively...
分析記事 Apr 24

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

Solvay SA ( EBR:SOLB ) shareholders have had their patience rewarded with a 26% share price jump in the last month...
分析記事 Mar 10

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

Solvay SA's ( EBR:SOLB ) price-to-earnings (or "P/E") ratio of 2.3x might make it look like a strong buy right now...
分析記事 Nov 20

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

Key Insights Solvay's estimated fair value is €144 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 Nov 06

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

Solvay SA ( EBR:SOLB ) will increase its dividend from last year's comparable payment on the 17th of January to €1.13...
分析記事 Nov 02

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

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
分析記事 Oct 19

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

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

株主還元

SOLBBE ChemicalsBE 市場
7D5.4%6.7%1.1%
1Y-4.6%14.7%23.4%

業界別リターン: SOLB過去 1 年間で14.7 % 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23.4 % 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 Movement5.5%
Market Average Movement4.1%
10% most volatile stocks in BE Market7.7%
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
18638,400Philippe 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€2.89b
収益(TTM)-€25.00m
売上高(TTM)€4.65b
0.6x
P/Sレシオ
-115.7x
PER(株価収益率

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€4.65b
売上原価€3.63b
売上総利益€1.02b
その他の費用€1.04b
収益-€25.00m

直近の収益報告

Mar 31, 2026

次回決算日

Jul 29, 2026

一株当たり利益(EPS)-0.24
グロス・マージン21.89%
純利益率-0.54%
有利子負債/自己資本比率185.9%

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

8.8%
現在の配当利回り
-1,016%
配当性向

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2026/06/17 13:24
終値2026/06/17 00:00
収益2026/03/31
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 10 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。37

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