Clariant AG

SWX:CLN 株式レポート

時価総額:CHF 2.6b

Clariant 将来の成長

Future 基準チェック /36

Clariant利益と収益がそれぞれ年間49.4%と2.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.9% 50.6%なると予測されています。

主要情報

49.4%

収益成長率

50.58%

EPS成長率

Chemicals 収益成長8.3%
収益成長率2.1%
将来の株主資本利益率12.86%
アナリストカバレッジ

Good

最終更新日03 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 May 02

CLN: Trimmed Assumptions And Downgrades Will Shape Measured Forward Expectations

Analysts have trimmed their price target on Clariant by CHF 0.09 to reflect updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, in line with recent research that includes a downgrade from some firms. Analyst Commentary Bullish Takeaways Bullish analysts see the revised fair value and discount rate assumptions as more realistic.
ナラティブ更新 Apr 17

CLN: Earnings Quality And Steadier Cash Generation Will Support Bullish Re Rating

Analysts have trimmed their price target on Clariant to CHF 12.37 from CHF 12.77, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E following recent research, including a downgrade from Goldman Sachs. Analyst Commentary While the latest research includes a downgrade from Goldman Sachs, some views across the Street remain constructive, focusing on how Clariant could still convert its fundamentals into long term value creation.
ナラティブ更新 Apr 03

CLN: Recent Downgrade And Trimmed Assumptions Will Shape Potential Upside

Analysts have trimmed their CHF price targets for Clariant by a small amount, reflecting more cautious assumptions on revenue growth and profit margins. They are still applying a slightly higher future P/E multiple in their updated models.
ナラティブ更新 Mar 20

CLN: Lower CHF 7.80 Outlook Will Restrain Upside As Legal Claims Persist

Analysts have trimmed their average price target on Clariant to CHF 7.80 from CHF 8.00, reflecting slightly softer expectations that align with recent downgrades and more cautious assumptions on growth and returns. Analyst Commentary Recent research points to a more cautious stance on Clariant, with the latest moves reflecting concerns around execution, growth visibility and how the current share price lines up with those risks.
ナラティブ更新 Mar 05

CLN: Legal Claims And Recent Downgrade Will Frame Potential Upside Ahead

Analysts have trimmed their price expectations for Clariant, with the average target moving modestly lower to around CHF 7.80. This reflects updated assumptions on fair value, discount rates and future P/E in light of recent research calls.
ナラティブ更新 Feb 19

CLN: Legal Claims And Rating Downgrade Will Shape Measured Future Upside Potential

The updated analyst price target for Clariant now stands at CHF 8.80, a small change from the prior CHF 8.74, as analysts factor in recent target cuts around CHF 7.80 and adjust their assumptions on discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the updated CHF 8.80 target as reflecting a more refined view of discount rates and earnings power, rather than a fundamental shift in the story.
ナラティブ更新 Feb 05

CLN: Lower CHF 7.80 Outlook Will Cap Upside As Legal Claims Linger

Analysts have reduced their price target on Clariant to CHF 7.80 from CHF 8.00 to reflect updated views on the company’s discount rate, revenue growth assumptions, profit margins and future P/E. Analyst Commentary Bearish analysts are signaling a more cautious stance on Clariant by aligning their valuation work with a CHF 7.80 price level.
ナラティブ更新 Jan 22

CLN: Revised Expectations And Legal Claims Will Shape Future Upside Potential

Analysts have reduced their price target for Clariant to CHF 7.80 from CHF 8.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research points to a more cautious stance on Clariant, with the price target trimmed to CHF 7.80 from CHF 8 and the rating held steady at Hold.
ナラティブ更新 Jan 07

CLN: Legal Claims And Steady Earnings Outlook Will Support Bullish Re Rating

Analysts have trimmed their price target on Clariant to CHF 7.80, reflecting updated assumptions for fair value, revenue growth, margins and future P/E multiples following recent research. Analyst Commentary Recent research points to a more measured stance on Clariant, with the revised CHF 7.80 target reflecting updated views on valuation, earnings power and the multiples investors might be willing to pay for the shares.
ナラティブ更新 Dec 21

CLN: Reduced Price Outlook Will Limit Upside Amid Rising Legal Risks

Analysts have reduced their price target on Clariant by CHF 1.50 to CHF 8.10, reflecting more cautious assumptions on revenue growth and valuation multiples, even though margin expectations have improved slightly. Analyst Commentary Bearish analysts have framed the lower price target as a reflection of rising skepticism around Clariant's ability to deliver on its medium term growth ambitions, despite recent progress on margins.
ナラティブ更新 Dec 07

CLN: Margin Recovery And Legal Overhang Will Shape Future Share Resilience

Analysts have trimmed their price target on Clariant by CHF 1.50 to reflect a slightly lower assumed future price to earnings multiple and discount rate, even as forecasts for profit margins have improved. Analyst Commentary Analysts remain balanced in their view on Clariant, with modest adjustments to valuation assumptions reflecting both improving profitability and lingering execution risks.
ナラティブ更新 Nov 23

CLN: Market Recovery And Margin Discipline Will Drive Future Share Resilience

Clariant's analyst price target has been revised downward from CHF 9.78 to CHF 9.51. Analysts cite tempered expectations for near-term performance amid evolving market conditions.
ナラティブ更新 Nov 07

CLN: Margin Improvements And Efficiency Efforts Will Offset Market Headwinds

Analysts have reduced their price target for Clariant from CHF 9.60 to CHF 8.10. This adjustment reflects lowered growth expectations and a more cautious outlook on the company's future performance.
分析記事 Nov 04

Cautious Investors Not Rewarding Clariant AG's (VTX:CLN) Performance Completely

There wouldn't be many who think Clariant AG's ( VTX:CLN ) price-to-earnings (or "P/E") ratio of 20.4x is worth a...
ナラティブ更新 Oct 24

Earnings Recovery Will Depend On Stabilization And Cost Improvements Amid Headwinds

Narrative Update: Clariant Analyst Price Target Adjustment Clariant’s analyst price target has been reduced significantly, dropping from CHF 9.60 to CHF 8.10. Analysts cite softer revenue growth and profit margin expectations in their revised outlook.
ナラティブ更新 Oct 10

China Expansion And Sustainable Solutions Will Boost Long-Term Appeal

Narrative Update on Clariant Clariant's analyst price target has been revised downward from CHF 10.95 to CHF 10.58. Analysts cite a combination of cautious revenue growth assumptions and a recent reduction in price targets by major banks.
ナラティブ更新 Sep 26

China Expansion And Sustainable Solutions Will Boost Long-Term Appeal

The minor decrease in Clariant's price target reflects a combination of lower revenue growth expectations and a modestly higher discount rate, resulting in a slight fair value reduction to CHF10.95. What's in the News Clariant AG dropped from the FTSE All-World Index (USD).
分析記事 Sep 17

Is Clariant AG (VTX:CLN) Trading At A 32% Discount?

Key Insights Clariant's estimated fair value is CHF11.89 based on 2 Stage Free Cash Flow to Equity Current share price...
分析記事 Aug 26

We Think Clariant (VTX:CLN) Is Taking Some Risk With Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Aug 08

Clariant's (VTX:CLN) Anemic Earnings Might Be Worse Than You Think

SWX:CLN 1 Year Share Price vs Fair Value Explore Clariant's Fair Values from the Community and select yours Clariant...
分析記事 May 30

Clariant (VTX:CLN) Has Affirmed Its Dividend Of CHF0.42

Clariant AG ( VTX:CLN ) has announced that it will pay a dividend of CHF0.42 per share on the 4th of June. Based on...
分析記事 May 05

These 4 Measures Indicate That Clariant (VTX:CLN) Is Using Debt Extensively

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Apr 13

Are Investors Undervaluing Clariant AG (VTX:CLN) By 39%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Clariant fair value estimate is CHF13.37 Current share price...
分析記事 Mar 26

Clariant AG's (VTX:CLN) CEO Might Not Expect Shareholders To Be So Generous This Year

Key Insights Clariant's Annual General Meeting to take place on 1st of April Salary of CHF1.20m is part of CEO Conrad...
分析記事 Mar 05

Clariant AG Just Missed EPS By 6.0%: Here's What Analysts Think Will Happen Next

It's been a sad week for Clariant AG ( VTX:CLN ), who've watched their investment drop 10% to CHF9.76 in the week since...
分析記事 Mar 02

Take Care Before Diving Into The Deep End On Clariant AG (VTX:CLN)

When close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") above 21x, you may consider...
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新しいナラティブ Dec 18

Restructuring, Lucas Meyer Cosmetics, And Sunliquid Set To Boost Margins And Drive Earnings

Identifying restructuring opportunities and targeting significant savings could improve Clariant's net margins and earnings efficiency in the coming years.
分析記事 Nov 27

Estimating The Intrinsic Value Of Clariant AG (VTX:CLN)

Key Insights The projected fair value for Clariant is CHF10.85 based on 2 Stage Free Cash Flow to Equity Clariant's...
分析記事 Nov 09

It's A Story Of Risk Vs Reward With Clariant AG (VTX:CLN)

Clariant AG's ( VTX:CLN ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a strong buy right now...
分析記事 Aug 07

Clariant's (VTX:CLN) Solid Earnings Have Been Accounted For Conservatively

The stock was sluggish on the back of Clariant AG's ( VTX:CLN ) recent earnings report. Our analysis suggests that...
分析記事 Jul 17

Why Investors Shouldn't Be Surprised By Clariant AG's (VTX:CLN) Low P/S

Clariant AG's ( VTX:CLN ) price-to-sales (or "P/S") ratio of 1.1x might make it look like a strong buy right now...
分析記事 Apr 23

What Is Clariant AG's (VTX:CLN) Share Price Doing?

Clariant AG ( VTX:CLN ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 Apr 03

Increases to Clariant AG's (VTX:CLN) CEO Compensation Might Cool off for now

Key Insights Clariant to hold its Annual General Meeting on 9th of April Total pay for CEO Conrad Keijzer includes...
分析記事 Nov 22

An Intrinsic Calculation For Clariant AG (VTX:CLN) Suggests It's 50% Undervalued

Key Insights The projected fair value for Clariant is CHF25.95 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 Oct 31

Clariant (VTX:CLN) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jul 30

Clariant (VTX:CLN) Seems To Use Debt Quite Sensibly

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

業績と収益の成長予測

SWX:CLN - アナリストの将来予測と過去の財務データ ( )CHF Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,0762603735939
12/31/20273,98326135657915
12/31/20263,84421532257414
12/31/20253,915-75273419N/A
9/30/20253,98919250421N/A
6/30/20254,063113226422N/A
3/31/20254,108179218420N/A
12/31/20244,152244210418N/A
6/30/20244,163118251455N/A
3/31/20244,270143233438N/A
12/31/20234,377168215421N/A
6/30/20234,919-98400597N/A
3/31/20235,059-115346550N/A
12/31/20225,198-133291502N/A
9/30/20225,050107153417N/A
6/30/20224,90134615331N/A
3/31/20224,6373059347N/A
12/31/20214,3722633363N/A
9/30/20214,161199-16329N/A
6/30/20213,949135-35295N/A
3/31/20213,90512118332N/A
12/31/20203,86010671369N/A
6/30/20204,115141192485N/A
3/31/20204,25740207497N/A
12/31/20194,399-62221509N/A
6/30/20194,409-67N/A541N/A
3/31/20194,40764N/A536N/A
12/31/20184,404194N/A530N/A
9/30/20184,937223N/AN/AN/A
6/30/20185,469251N/A414N/A
3/31/20185,923264N/A421N/A
12/31/20176,377277N/A428N/A
9/30/20176,229276N/A491N/A
6/30/20176,080274N/A554N/A
3/31/20175,964264N/A600N/A
12/31/20165,847253N/A646N/A
9/30/20165,899211N/A733N/A
6/30/20165,835203N/A645N/A
3/31/20165,792195N/A592N/A
12/31/20155,807217N/A502N/A
9/30/20155,867275N/A517N/A
6/30/20155,964272N/A512N/A

アナリストによる今後の成長予測

収入対貯蓄率: CLNは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 0.6% ) よりも高い成長率であると考えられます。

収益対市場: CLN今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: CLN今後 3 年以内に収益を上げることが予想されます。

収益対市場: CLNの収益 ( 2.1% ) Swiss市場 ( 4.9% ) よりも低い成長が予測されています。

高い収益成長: CLNの収益 ( 2.1% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: CLNの 自己資本利益率 は、3年後には低くなると予測されています ( 12.9 %)。


成長企業の発掘

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2026/05/11 04:55
終値2026/05/08 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

Clariant AG 15 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。35

アナリスト機関
Volker BosseBaader Helvea Equity Research
Konstantin WiechertBaader Helvea Equity Research
Katie RichardsBarclays