Givaudan SA

SWX:GIVN 株式レポート

時価総額:CHF 31.1b

Givaudan マネジメント

マネジメント 基準チェック /04

現在、CEO に関する十分な情報がありません。

主要情報

Christian Stammkoetter

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間less than a year
CEOの所有権n/a
経営陣の平均在職期間1.3yrs
取締役会の平均在任期間2.4yrs

経営陣の近況

Recent updates

ナラティブ更新 Jul 27

GIVN: Premium Will Face Pressure If Sector Rotation Extends

The new analyst price target for Givaudan is set at CHF 2,886, up from CHF 2,800. It reflects updated assumptions on fair value, discount rate and long term growth, and sits within a wide CHF 2,886 to CHF 3,650 range of recent Street targets and mixed ratings from Underperform to Buy.
分析記事 Jul 26

Analysts Are Updating Their Givaudan SA (VTX:GIVN) Estimates After Its Half-Yearly Results

Givaudan SA ( VTX:GIVN ) shareholders are probably feeling a little disappointed, since its shares fell 6.6% to...
ナラティブ更新 Jun 25

GIVN: Pricing Power And AI Beauty Push Will Shape Future Margin Resilience

Givaudan's analyst fair value estimate has been adjusted modestly higher to CHF 3,468 from CHF 3,415, reflecting analysts' updated assumptions for slightly stronger revenue growth, a similar discount rate, a broadly unchanged profit margin profile, and a small increase in expected future P/E multiples, alongside a recent series of price target revisions across the Street that now cluster in the CHF 2,900 to CHF 3,500 range. Analyst Commentary Recent research on Givaudan points to a mixed but generally constructive view, with several firms adjusting price targets in a relatively tight CHF 2,900 to CHF 3,500 band and a blend of rating upgrades and downgrades.
ナラティブ更新 Jun 09

GIVN: Pricing Power And Eurofragance Deal Will Support Future Margin Resilience

The analyst price target for Givaudan has been adjusted slightly to CHF 3,415 from CHF 3,447. This reflects a blend of cautious tweaks to growth and discount rate assumptions.
ナラティブ更新 May 26

GIVN: AI Beauty Partnership Will Support Future Re Rating Potential

Analysts have trimmed their Givaudan fair value estimate from CHF 5,040 to about CHF 4,284, reflecting expectations of lower revenue growth, slightly softer profit margins, a modestly reduced discount rate, and a lower future P/E multiple following a series of recent target cuts and rating changes. Analyst Commentary Recent Street research on Givaudan has been mixed, with several cuts to price targets and rating changes, but not all commentary has been negative.
ナラティブ更新 May 02

GIVN: Fair Outlook Will Reflect Split Bank Views And AI Beauty Push

Givaudan's analyst price target has been reset from CHF 2,875 to CHF 2,800, as analysts weigh recent upgrades alongside a mix of smaller target increases and larger reductions from major banks. Analyst Commentary Recent Street research around Givaudan has been mixed, with some upgrades and modest price target increases sitting alongside a series of larger cuts and downgrades from major banks.
ナラティブ更新 Apr 18

GIVN: Fair Outlook Balances Dividend Stability With Mixed Bank Rating Revisions

Givaudan's analyst price target is held at CHF 2,875, with minor adjustments to the discount rate, revenue growth, and profit margin assumptions reflecting a mixed set of recent analyst actions, including modest price target changes and rating shifts across major banks. Analyst Commentary Recent research on Givaudan shows a split view, with some large banks turning more constructive while several bearish analysts continue to flag risks around valuation and execution.
ナラティブ更新 Apr 04

GIVN: Cautious Downgrades Will Support Future Margin Resilience And Re Rating Potential

Givaudan's analyst price target has been reduced from about CHF 3,748 to roughly CHF 3,447. This reflects analysts' recent rounds of target cuts and downgrades following more cautious assumptions on growth, margins and future P/E multiples.
ナラティブ更新 Mar 21

GIVN: Fair Stance Will Balance Dividend Appeal And Cautious Bank Revisions

Givaudan's analyst price target is trimmed to CHF 2,875 from CHF 2,900 as analysts factor in more cautious assumptions about revenue growth, slightly firmer profit margins and updated P/E expectations following a series of recent target cuts across the Street. Analyst Commentary Recent Street research around Givaudan has leaned more cautious, with several bearish analysts trimming price targets and reassessing the risk and reward trade off.
ナラティブ更新 Mar 06

GIVN: Fair Stance Will Weigh Dividend Support Against Cautious Bank Views

Analysts have trimmed their Givaudan price targets by up to several hundred CHF, reflecting slightly lower assumptions for revenue growth and profit margins while keeping fair value broadly anchored around CHF 2,900 as they adjust discount rate and P/E inputs. Analyst Commentary Recent Street research on Givaudan skews cautious, with several bearish analysts cutting price targets by CHF 150 to CHF 400 as they reset their expectations around revenue growth, margins, and the appropriate P/E to pay for the shares.
ナラティブ更新 Feb 20

GIVN: Fair Stance Will Reflect Cautious Bank Views On Future Earnings

Analysts have lowered their price target on Givaudan to CHF 2,900 from CHF 3,100, reflecting updated assumptions around slightly higher discount rates, more cautious revenue growth, a marginally lower profit margin outlook, and a modestly reduced future P/E multiple in light of recent target cuts and a downgrade from several major banks. Analyst Commentary Recent Street research on Givaudan has tilted more cautious, with a cluster of price target cuts and at least one fresh downgrade from a major global bank.
ナラティブ更新 Feb 06

GIVN: Chinese Pricing Pressure Will Support Future Margin Resilience And Re Rating Potential

Analysts have reduced their fair value estimate for Givaudan from CHF 3,946.93 to CHF 3,747.83. This change reflects a series of lower Street price targets and incorporates assumptions for steady revenue growth, slightly higher profit margins and a lower future P/E multiple.
分析記事 Feb 01

Givaudan (VTX:GIVN) Is Increasing Its Dividend To CHF72.00

The board of Givaudan SA ( VTX:GIVN ) has announced that it will be paying its dividend of CHF72.00 on the 25th of...
ナラティブ更新 Jan 23

GIVN: Recalibrated Valuation Support Will Sustain Outperformance Versus Chinese Pricing Pressure

Our updated analyst price target for Givaudan shifts to CHF 3,947 from CHF 4,021, as analysts factor in only modest adjustments to growth, margins, and future P/E assumptions, while recent upgrades highlight improved relative positioning and valuation support. Analyst Commentary Recent research suggests sentiment around Givaudan is improving, with upgrades linked mainly to valuation support and relative positioning versus peers, rather than big changes to fundamental assumptions.
ナラティブ更新 Jan 09

GIVN: Fair Stance Will Reflect Resilience To Chinese Pricing Pressure

Analysts now frame their Givaudan price target at CHF 3,100, with updated assumptions reflecting a 3.9% revenue growth outlook, a 15.4% profit margin profile, and a forward P/E of about 24.5x. This view is supported by recent upgrades that highlight valuation and relative resilience versus Chinese competition and pricing pressure.
ナラティブ更新 Dec 18

GIVN Will Face Mixed Rating Shifts Amid Intensifying Competition And Pricing Pressures

Analysts have trimmed their price target for Givaudan by CHF 100 to CHF 3,100. This reflects slightly softer assumptions for long term revenue growth and margins, even as they continue to view the company as relatively well positioned against intensifying competition and pricing pressures.
ナラティブ更新 Dec 04

GIVN: Peer-Leading Organic Sales Will Sustain Outperformance Versus Chinese Competition

Analysts have nudged their fair value estimate for Givaudan slightly higher, from approximately CHF 3,995 to CHF 4,021. This reflects modest upgrades to long term revenue growth and profit margin assumptions as they emphasize the company’s relative resilience to Chinese competition and its peer leading organic sales growth.
分析記事 Nov 28

Subdued Growth No Barrier To Givaudan SA's (VTX:GIVN) Price

When close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 19x, you may consider...
ナラティブ更新 Nov 20

GIVN: Peer-Leading Organic Sales Growth Will Drive Outperformance Amid Competitive Pressures

Analysts have slightly reduced their fair value estimate for Givaudan, lowering the price target from approximately CHF 4,005 to CHF 3,995. This adjustment reflects recent cautious sentiment amid ongoing pricing and competitive pressures in the sector.
分析記事 Nov 12

Returns At Givaudan (VTX:GIVN) Are On The Way Up

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
ナラティブ更新 Nov 05

GIVN: Peer-Leading Organic Sales Growth Will Support Share Price Recovery

Analysts have decreased their price targets for Givaudan, citing persistent challenges in the consumer chemicals sector and a cautious outlook on peer-relative performance. The targets now range from CHF 3,300 to CHF 3,725, down from previous estimates by several hundred francs.
分析記事 Oct 28

Estimating The Intrinsic Value Of Givaudan SA (VTX:GIVN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Givaudan fair value estimate is CHF4,284 With CHF3,471 share...
ナラティブ更新 Oct 22

Analysts Weigh Givaudan’s Outlook Amid CEO Transition and Adjusted Growth Forecasts

Analysts have slightly raised Givaudan's fair value estimate from CHF 3,996.53 to CHF 4,005.42. This change reflects updated expectations in light of moderated growth forecasts and cautious sentiment highlighted in recent price target revisions.
ナラティブ更新 Oct 08

Emerging Markets And Sustainable Ingredients Will Drive Future Expansion

Givaudan's analyst price target has been revised downward from CHF 4,081.95 to CHF 3,996.53, reflecting slightly lower revenue growth expectations and profit margin forecasts according to recent analyst updates. Analyst Commentary Recent analyst activity on Givaudan has resulted in a mix of revised targets and sentiment shifts that reflect both optimism around the company's strengths and caution regarding its outlook in the current market environment.
ナラティブ更新 Sep 23

Emerging Markets And Sustainable Ingredients Will Drive Future Expansion

Despite near-term pressures and a sector-wide derating, analysts remain positive on Givaudan's strong organic sales growth and long-term structural opportunities—particularly from regulatory-driven reformulation trends—resulting in only a marginal reduction of the consensus price target from CHF4127 to CHF4082. Analyst Commentary Givaudan is recognized for peer-leading organic sales growth, positioning it as a best-in-class flavor and fragrance company.
分析記事 Sep 22

Here's Why We Think Givaudan (VTX:GIVN) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
ナラティブ更新 Sep 04

Emerging Markets And Sustainable Ingredients Will Drive Future Expansion

Analysts remain moderately optimistic on Givaudan, citing long-term benefits from regulatory-driven reformulation and market share gains tempered by near-term margin pressures and valuation concerns, resulting in an unchanged consensus price target of CHF4127. Analyst Commentary Bullish analysts expect Givaudan to benefit from industry-wide reformulation trends starting in 2026 as regulatory pressures phase out synthetic colors and ingredients, particularly in the U.S. Increases in price targets reflect confidence in Givaudan’s ability to capture incremental market share and drive organic growth amid evolving consumer preferences.
分析記事 Aug 22

Does Givaudan (VTX:GIVN) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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新しいナラティブ Jan 26

Bloomful Splash Launch Will Drive Future Success In Fragrance & Beauty

Strategic leadership changes and portfolio expansions may drive growth in revenue and earnings.

CEO

Christian Stammkoetter (55 yo)

less than a year
在職期間

Mr. Christian Stammkoetter is CEO of Givaudan SA since March 1, 2026. He served as President of Asia, Africa & Middle-East at Danone S.A. since 2022 until December 31, 2025. He started his career in 1997,...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Christian Stammkoetter
Chief Executive Officerless than a yearデータなしデータなし
Stewart Harris
Chief Financial Officer2yrsデータなし0.0010%
CHF 317.2k
Claudia Pedretti
Head of Media & Investor Relationsno dataデータなしデータなし
Fanny Iglesias
Chief Legal & Compliance Officerless than a yearデータなしデータなし
Simon Halle-Smith
Head of Global Human Resources & EHS11yrsデータなし0.0026%
CHF 821.0k
Maurizio Volpi
President of Fragrance & Beauty11.6yrsデータなし0.0042%
CHF 1.3m
Willem Mutsaerts
Head of Global Procurement & Sustainabilityno dataデータなし0.0040%
CHF 1.3m
Hallvard Bremnes
Head of Sustainabilityno dataデータなしデータなし
Sandra Girgis
Head of Environmental Sustainabilityno dataデータなしデータなし
Antoine Khalil
President of Taste & Wellbeing1.3yrsデータなしデータなし
Christina Yeo
Head of Givaudan Business Solutions & ITless than a yearデータなしデータなし
1.3yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: GIVNの経営陣は 経験豊富 とはみなされません ( 1.3年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Gilles Andrier
Chairmanless than a yearCHF 6.43m0.058%
CHF 18.1m
Victor Balli
Independent Non-Executive Director10.6yrsCHF 326.67k0.0022%
CHF 690.4k
Sophie Gasperment
Lead Independent Director5.9yrsCHF 296.67k0.00078%
CHF 242.6k
Melanie Maas-Brunner
Non-executive Director1.4yrsCHF 185.00kデータなし
Roberto Guidetti
Independent Non-Executive Director3.4yrsCHF 271.67kデータなし
Ingrid Deltenre
Independent Non-Executive Vice-Chairwoman11.6yrsCHF 326.67k0.0056%
CHF 1.8m
Louie D'Amico
Non-Executive Directorless than a yearCHF 61.67k0.0054%
CHF 1.7m
Ester Arnau
Independent Directorless than a yearデータなしデータなし
2.4yrs
平均在職期間
64yo
平均年齢

経験豊富なボード: GIVNの 取締役会経験豊富 ではない ( 2.4年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


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2026/08/09 16:31
終値2026/08/07 00:00
収益2026/06/30
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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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

Givaudan SA 19 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。39

アナリスト機関
Konstantin WiechertBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Robert BateBarclays