Brenntag（BNR）株式概要
ブレンンタークSEは、ドイツ、米国、英国、中国、カナダ、イタリア、ポーランド、フランス、および国際的な化学品および原料の流通に従事している。 詳細
BNR Community Fair Values
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Analyst Price Targets
Top Community Narratives
€80.94
FV
26.3% 割安 内在価値ディスカウント5.00%
Revenue growth p.a.
32
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Brenntag SE 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €59.66 |
| 52週高値 | €63.76 |
| 52週安値 | €43.72 |
| ベータ | 0.51 |
| 1ヶ月の変化 | 6.35% |
| 3ヶ月変化 | 2.93% |
| 1年変化 | 5.41% |
| 3年間の変化 | -12.16% |
| 5年間の変化 | -27.49% |
| IPOからの変化 | 231.44% |
最新ニュース
ナラティブ更新 • Jun 22
BNR: Easing Pricing Tailwinds Will Pressure Margins And Limit Upside Potential
The analyst price target for Brenntag has been reduced by €10 to €57. Analysts are factoring in Brenntag's exposure to easing pricing tailwinds in certain regions, while also noting relatively resilient demand and a steadier pricing backdrop compared with some peers.ナラティブ更新 • Jun 06
BNR: Resilient Demand Expectations Will Still Leave Execution Risks In Focus
The analyst fair value estimate for Brenntag has increased from €42.00 to €44.00, reflecting higher price targets from analysts, including recent upgrades that cite more resilient second half demand and a smaller expected price roll off compared with peers. Analyst Commentary Recent research on Brenntag shows a mix of optimism and caution.
ナラティブ更新 • May 23
BNR: Resilient Demand And Higher Discount Rate Will Shape Fairly Balanced Outlook
The analyst price target for Brenntag has shifted from roughly €53.86 to about €56.43. Analysts cite more resilient second half demand, a smaller price roll off versus peers, and recent rating and target increases from several firms as key drivers of the change.ナラティブ更新 • May 01
BNR: Higher Discount Rate And Lower P E May Cap Share Price
Analysts have trimmed their Brenntag price target slightly from about €54.50 to roughly €53.86. This reflects updates to assumptions on discount rate, revenue growth, profit margin and future P/E following recent UBS and Deutsche Bank research.Recent updates
ナラティブ更新 • Jun 22
BNR: Easing Pricing Tailwinds Will Pressure Margins And Limit Upside Potential
The analyst price target for Brenntag has been reduced by €10 to €57. Analysts are factoring in Brenntag's exposure to easing pricing tailwinds in certain regions, while also noting relatively resilient demand and a steadier pricing backdrop compared with some peers.ナラティブ更新 • Jun 06
BNR: Resilient Demand Expectations Will Still Leave Execution Risks In Focus
The analyst fair value estimate for Brenntag has increased from €42.00 to €44.00, reflecting higher price targets from analysts, including recent upgrades that cite more resilient second half demand and a smaller expected price roll off compared with peers. Analyst Commentary Recent research on Brenntag shows a mix of optimism and caution.ナラティブ更新 • May 23
BNR: Resilient Demand And Higher Discount Rate Will Shape Fairly Balanced Outlook
The analyst price target for Brenntag has shifted from roughly €53.86 to about €56.43. Analysts cite more resilient second half demand, a smaller price roll off versus peers, and recent rating and target increases from several firms as key drivers of the change.ナラティブ更新 • May 01
BNR: Higher Discount Rate And Lower P E May Cap Share Price
Analysts have trimmed their Brenntag price target slightly from about €54.50 to roughly €53.86. This reflects updates to assumptions on discount rate, revenue growth, profit margin and future P/E following recent UBS and Deutsche Bank research.
ナラティブ更新 • Apr 15
BNR: Dividend And Epoxy Expansion Are Expected To Support Re Rating
Analysts have nudged their price target for Brenntag slightly higher to about €68, citing updated assumptions for revenue growth, profit margins and a lower future P/E multiple following recent research, including an upgrade at a major bank. Analyst Commentary Recent research points to a more constructive tone around Brenntag, with bullish analysts aligning their models to the updated assumptions on revenue growth, profit margins and future P/E multiples that underpin the new price target around €68.ナラティブ更新 • Apr 01
BNR: Sector Headwinds And Execution Risks Will Sustain Earnings Pressure
Narrative Update The analyst price target for Brenntag has been adjusted to €50. Analysts cite updated 2026 sector views, a more cautious stance on chemical distribution and staffing peers, and revised assumptions for discount rate, revenue growth, profit margin, and future P/E.ナラティブ更新 • Mar 18
BNR: Distribution Execution And Staffing Risks Will Sustain Earnings Pressure
Analysts have reduced their Brenntag price target to €50 from €63, citing a more cautious stance on chemical distribution and staffing within the broader European business services group. Analyst Commentary Bearish analysts have shifted to a more cautious stance on Brenntag, pointing to risks around execution in chemical distribution and staffing within the broader European business services group.ナラティブ更新 • Mar 04
BNR: Expanded Epoxy Partnership Will Support A More Constructive Long Term View
Our Brenntag narrative has been updated to reflect a lower analyst price target of €50, down from €63, as analysts factor in more cautious assumptions on revenue growth, profit margins and sector conditions, even while using a slightly higher discount rate and a higher future P/E multiple. Analyst Commentary The latest rating and price target move to €50 comes as part of a broader 2026 reassessment of European business services and chemical distribution names.ナラティブ更新 • Feb 18
BNR: Chemical Distribution Concerns Will Sustain Earnings Pressure And Extended Multiple Compression
Analysts have cut their price target on Brenntag to €50 from €63, reflecting a more cautious view on chemical distribution as they update their 2026 outlook and favor other business services names instead. Analyst Commentary Bearish analysts have moved Brenntag to a less favorable rating and cut the price target to €50 from €63, signaling a stricter view on what they are willing to pay for the shares in the medium term.ナラティブ更新 • Feb 03
BNR: Chemical Distribution Execution Risk Will Pressure Earnings And Sustain Multiple Compression
Narrative update on Brenntag Analysts have trimmed their average price target for Brenntag to €50 from €63. This reflects a more cautious view on chemical distribution and related business services, while still keeping fair value assumptions broadly unchanged.ナラティブ更新 • Jan 20
BNR: Staffing And Chemical Distribution Risks Will Pressure Earnings And Sustain Multiple Compression
Narrative Update on Brenntag Brenntag's analyst price target has been cut to €50 from €63, with analysts citing a more cautious view on chemical distribution and staffing exposure within their 2026 outlook. Analyst Commentary Bearish analysts have shifted their stance on Brenntag, cutting the price target to €50 from €63 and moving the rating to Underweight.ナラティブ更新 • Jan 06
BNR: Weaker Chemical Demand Will Pressure Earnings And Sustain Multiple Compression
Analysts have trimmed their average price targets on Brenntag to a range around €45 to €50, reflecting more cautious views on chemical distribution volumes and the company's growth profile. Analyst Commentary Recent research updates on Brenntag point to a more cautious stance on the stock, with several bearish analysts rethinking both ratings and price targets in light of concerns around chemical distribution and the company's growth profile.分析記事 • Dec 31
Is There An Opportunity With Brenntag SE's (ETR:BNR) 49% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Brenntag fair value estimate is €96.93 Current share price of...ナラティブ更新 • Dec 18
BNR: Weaker Chemical Demand Will Pressure Earnings And Drive Multiple Compression
Analysts have reduced their price target on Brenntag from about EUR 47 to EUR 42. This reflects expectations for a weaker growth profile and a deteriorating chemical market backdrop, even as margins hold up and valuation multiples compress slightly.ナラティブ更新 • Dec 04
BNR: Share Price Will Rebound As Cost Efficiencies Support Earnings Resilience
The analyst price target for Brenntag has been trimmed slightly from EUR 54.67 to about EUR 54.50, as analysts factor in a weaker chemical market backdrop, lower expected growth, and modestly softer profitability assumptions. Analyst Commentary Recent Street research reflects a more cautious stance on Brenntag, with several firms lowering price targets and reassessing the companys risk reward profile in light of a softer chemical demand outlook.分析記事 • Nov 29
Here's Why Brenntag (ETR:BNR) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...ナラティブ更新 • Nov 20
BNR: Share Price Will Rebound As Chemical Market Challenges Ease
Brenntag's analyst fair value estimate has declined from €57.24 to €54.67, as analysts cite a weaker growth outlook and challenging chemical market conditions as reasons for the reduced price target. Analyst Commentary Recent analyst updates on Brenntag reflect a shift in sentiment as experts weigh the company’s outlook in the context of ongoing market challenges and valuation considerations.分析記事 • Nov 09
Brenntag SE's (ETR:BNR) Shares May Have Run Too Fast Too Soon
It's not a stretch to say that Brenntag SE's ( ETR:BNR ) price-to-earnings (or "P/E") ratio of 15.8x right now seems...ナラティブ更新 • Nov 05
BNR: Share Price Will Reflect Sector Headwinds as Market Conditions Stabilize
Brenntag's consensus analyst price target has been lowered noticeably in recent updates. Analysts cite a challenging chemical market environment and expectations for slower growth as key factors behind the revised outlook.ナラティブ更新 • Oct 22
Analyst Commentary Signals Lower Growth Expectations as Brenntag Faces Reduced Price Targets
Brenntag's analyst price target has been revised downward by approximately EUR 3 to EUR 57, as analysts point to ongoing reductions in expected growth and profitability in light of a challenging market backdrop. Analyst Commentary Recent analyst coverage of Brenntag reflects a cautious sentiment across the market, with lowered price targets and revised outlooks highlighting ongoing concerns about the company's growth prospects and market challenges.ナラティブ更新 • Oct 08
Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value
Brenntag's analyst price target has been reduced by several euros, as analysts cite lower expectations for revenue growth, profit margins, and sector cyclicality. Analyst Commentary Recent street research updates reflect a mixed outlook on Brenntag, with several analysts adjusting their ratings and lowering price targets in light of the company’s ongoing performance and sector trends.分析記事 • Sep 20
Return Trends At Brenntag (ETR:BNR) Aren't Appealing
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...ナラティブ更新 • Sep 05
Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value
Analysts have maintained a cautious outlook on Brenntag due to its increased earnings cyclicality, macroeconomic uncertainties, and negative FX impacts, resulting in an unchanged consensus price target at €62.83. Analyst Commentary Bearish analysts cite increased cyclicality in Brenntag’s business versus specialty distributors, leading to greater earnings volatility.分析記事 • Aug 15
Earnings Miss: Brenntag SE Missed EPS By 64% And Analysts Are Revising Their Forecasts
XTRA:BNR 1 Year Share Price vs Fair Value Explore Brenntag's Fair Values from the Community and select yours Brenntag...分析記事 • Jul 17
We Think Brenntag (ETR:BNR) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
新しいナラティブ • Nov 25
Decisive Acquisitions And Digital Innovations Propel Transformation Amid Challenges
Strategic focus on divisional optimization and cost containment is set to enhance revenue and improve net margins by reducing expenses.株主還元
| BNR | DE Trade Distributors | DE 市場 | |
|---|---|---|---|
| 7D | 6.7% | 3.9% | -2.3% |
| 1Y | 5.4% | 5.8% | 0.3% |
業界別リターン: BNR過去 1 年間で5.8 % のリターンをもたらしたGerman Trade Distributors業界と一致しました。
リターン対市場: BNR過去 1 年間で0.3 % の収益を上げたGerman市場を上回りました。
価格変動
| BNR volatility | |
|---|---|
| BNR Average Weekly Movement | 3.5% |
| Trade Distributors Industry Average Movement | 5.3% |
| Market Average Movement | 5.4% |
| 10% most volatile stocks in DE Market | 12.6% |
| 10% least volatile stocks in DE Market | 2.8% |
安定した株価: BNR 、 German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: BNR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 |
|---|---|---|---|
| 1874 | 17,300 | Jens Birgersson | www.brenntag.com |
ブレンンターグSEは、ドイツ、米国、英国、中国、カナダ、イタリア、ポーランド、フランス、および国際的な化学品および原料の流通に従事している。ブレンンターグ エッセンシャルズとブレンンターグ スペシャリティーズの2つのセグメントで事業を展開。ジャスト・イン・タイム・デリバリー、製品の混合、調合、再包装、在庫管理、ドラム缶の返品処理に加え、アプリケーション、マーケティング、サプライチェーン・ソリューション、技術・処方サポート、包括的な規制ノウハウ、デジタル販売チャネルや製品プラットフォームなどのデジタル・ソリューションを提供している。栄養、医薬品、美容・介護、水処理、潤滑剤、工業市場、コーティング、接着剤、シーラント、エラストマー、建築、ポリマー、ゴム産業など、さまざまな業界の顧客にサービスを提供している。同社は1874年に設立され、ドイツのエッセンに本社を置いている。
Brenntag SE 基礎のまとめ
| BNR 基礎統計学 | |
|---|---|
| 時価総額 | €8.41b |
| 収益（TTM） | €227.60m |
| 売上高(TTM) | €14.76b |
37.8x
PER（株価収益率0.6x
P/SレシオBNR は割高か？
公正価値と評価分析を参照収益と収入
| BNR 損益計算書（TTM） | |
|---|---|
| 収益 | €14.76b |
| 売上原価 | €11.00b |
| 売上総利益 | €3.76b |
| その他の費用 | €3.53b |
| 収益 | €227.60m |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 12, 2026
| 一株当たり利益（EPS） | 1.58 |
| グロス・マージン | 25.48% |
| 純利益率 | 1.54% |
| 有利子負債／自己資本比率 | 62.2% |
BNR 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
3.2%
現在の配当利回り120%
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 | 2026/07/14 20:41 |
| 終値 | 2026/07/14 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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や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
Brenntag SE 14 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。29
| アナリスト | 機関 |
|---|---|
| Volker Bosse | Baader Helvea Equity Research |
| Gaurav Jain | Barclays |
| James Stewart | Barclays |