Beiersdorf（BEI）株式概要
バイヤスドルフ・アクチェンゲゼルシャフトは、その子会社とともに、ヨーロッパ、米国、アフリカ、アジア、オーストラリアで消費財を製造・販売している。 詳細
報酬
リスク分析
リスクチェックの結果、BEI 、リスクは検出されなかった。
BEI Community Fair Values
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Analyst Price Targets
Beiersdorf Aktiengesellschaft 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €74.30 |
| 52週高値 | €110.15 |
| 52週安値 | €67.08 |
| ベータ | 0.49 |
| 1ヶ月の変化 | -4.57% |
| 3ヶ月変化 | 3.77% |
| 1年変化 | -17.32% |
| 3年間の変化 | -41.01% |
| 5年間の変化 | -26.33% |
| IPOからの変化 | 238.57% |
最新ニュース
ナラティブ更新 • Sep 03
BEI: Longer Nivea Reset And Science Focus Will Shape Recovery Outlook
Beiersdorf's analyst price targets have been revised lower. The updated fair value estimate has moved from about €86.05 to roughly €82.11 as analysts factor in recent profit warnings, a more demanding discount rate, and a longer, more margin dilutive reset for Nivea that they expect to be challenging to execute against competitors.
ナラティブ更新 • Aug 18
BEI: Nivea Reset Execution And Margin Recovery Will Drive Share Repricing Potential
Analysts have reduced the fair value estimate for Beiersdorf from about €110 to €95, reflecting lower price targets after the recent profit warning and concerns that the Nivea reset may be slower and more margin dilutive than previously expected. Analyst Commentary Recent Street research on Beiersdorf points to a cautious but not uniformly negative stance.分析記事 • Aug 08
Beiersdorf Aktiengesellschaft (ETR:BEI) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?
Beiersdorf Aktiengesellschaft ( ETR:BEI ) came out with its half-yearly results last week, and we wanted to see how the...Recent updates
ナラティブ更新 • Sep 03
BEI: Longer Nivea Reset And Science Focus Will Shape Recovery Outlook
Beiersdorf's analyst price targets have been revised lower. The updated fair value estimate has moved from about €86.05 to roughly €82.11 as analysts factor in recent profit warnings, a more demanding discount rate, and a longer, more margin dilutive reset for Nivea that they expect to be challenging to execute against competitors.ナラティブ更新 • Aug 18
BEI: Nivea Reset Execution And Margin Recovery Will Drive Share Repricing Potential
Analysts have reduced the fair value estimate for Beiersdorf from about €110 to €95, reflecting lower price targets after the recent profit warning and concerns that the Nivea reset may be slower and more margin dilutive than previously expected. Analyst Commentary Recent Street research on Beiersdorf points to a cautious but not uniformly negative stance.分析記事 • Aug 08
Beiersdorf Aktiengesellschaft (ETR:BEI) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?
Beiersdorf Aktiengesellschaft ( ETR:BEI ) came out with its half-yearly results last week, and we wanted to see how the...ナラティブ更新 • Aug 04
BEI: Q2 Delivery And Product Execution Will Shape Balanced Recovery Outlook
The analyst price target for Beiersdorf has been trimmed by a low single-digit amount to reflect slightly lower fair value estimates around €86, with analysts citing reduced price targets across the Street and more cautious views on the company’s product pipeline and near-term topline potential. Analyst Commentary Recent research updates on Beiersdorf point to a more cautious tone.ナラティブ更新 • Jul 08
BEI: Future Q2 Execution And Brand Focus Will Drive Share Repricing Potential
Analysts have cut their fair value estimate for Beiersdorf from about €142 to roughly €110. This reflects a series of lower price targets across the Street and more cautious assumptions on revenue growth and valuation multiples.ナラティブ更新 • Jun 24
BEI: Brand Execution And Q2 Delivery Will Support Recovery Outlook
The analyst price target for Beiersdorf has been reduced by €1 to reflect a lower fair value estimate of €87.37, as analysts factor in a series of recent target cuts and rating downgrades across the Street. Analyst Commentary Recent Street research on Beiersdorf points to a mixed but generally cautious stance, with several firms trimming price targets and a few shifting ratings.ナラティブ更新 • Jun 06
BEI: Brand Execution Will Drive Recovery As Market Share Pressures Ease
Analysts have trimmed Beiersdorf's average price target by €25 to €88, citing updated models, concerns about Nivea's market share pressures, and tougher competitive positioning. Analyst Commentary Bullish Takeaways Bullish analysts see enough underlying strength in the business to justify an upgrade even as some peers turn more cautious, which can support the current valuation for investors who are comfortable with near term volatility.ナラティブ更新 • May 22
BEI: Brand Execution And Buyback Program Will Shape Future Performance Resilience
Beiersdorf's analyst price target has been reduced from about €115 to roughly €88. This reflects analysts' updated expectations for slower revenue growth, slightly lower margins and a lower future P/E, alongside a series of recent target cuts and rating downgrades, particularly around concerns for Nivea's market share and competitive pressure.
ナラティブ更新 • Apr 28
BEI: Reset Expectations As Competitive Pressures And Buyback Plans Shape A Cautious Outlook
Analysts have trimmed the fair value estimate for Beiersdorf by €2 to €68. This reflects a series of lower Street price targets and reduced assumptions for revenue growth, profit margins, and future P/E multiples as competitive pressures on Nivea and broader sector concerns build.ナラティブ更新 • Apr 14
BEI: Reset Expectations And Brand Pressures Will Shape A Cautious But Balanced Outlook
Analysts have trimmed their average price targets for Beiersdorf by single digits in € terms, reflecting slightly lower revenue growth expectations and a modestly higher discount rate, partly offset by a small uplift in projected profit margins and future P/E, following a cluster of recent downgrades and model updates across major banks. Analyst Commentary Recent research has tilted more cautious, with several bearish analysts cutting price targets and revising ratings in light of execution risks and questions around the durability of Beiersdorf's growth profile.ナラティブ更新 • Mar 31
BEI: Future Brand And Pricing Execution Will Drive Share Repricing Potential
Analysts have trimmed their price targets on Beiersdorf, with the modeled fair value moving from about €155.44 to €141.62 as they factor in lower assumed profit margins, a reduced future P/E of around 29.25, and ongoing concerns about Nivea's market share pressures and competitive pricing. Analyst Commentary Recent research has leaned cautious on Beiersdorf, with several firms trimming price targets and downgrading ratings as they reassess assumptions for Nivea's market share, pricing, and the pace of improvement in the core skincare franchise.ナラティブ更新 • Mar 17
BEI: Price Resets And Brand Pressures Will Shape A Balanced Outlook
Analysts have trimmed the fair value estimate for Beiersdorf from €90.00 to €70.00. This reflects reduced assumptions for revenue growth, profit margin and future P/E, as recent research highlights Nivea market share pressures and tougher competitive pricing.ナラティブ更新 • Mar 03
BEI: Price Resets And Brand Execution Risk Will Drive A Cautious Outlook
Analysts have trimmed their fair value estimate for Beiersdorf to €90.00 from €92.00, citing updated assumptions on growth, margins and future P/E multiples, along with recent Street research that highlights brand competitiveness efforts and mixed rating changes. Analyst Commentary Recent Street research paints a more cautious picture around Beiersdorf, with bearish analysts focusing on execution risk around pricing, brand momentum and what that could mean for valuation multiples.ナラティブ更新 • Feb 16
BEI: Pricing Resets And Brand Execution Will Shape Future Performance Resilience
Analysts have kept their fair value estimate for Beiersdorf steady at €115.15, reflecting a modestly higher assumed future P/E and mixed recent Street views. These include a Deutsche Bank upgrade to Buy at €105 and a Jefferies price target trim to €92 tied to expectations for Nivea price resets.ナラティブ更新 • Feb 02
BEI: Pricing Reset And Brand Strength Will Support Future Performance Resilience
The updated analyst fair value for Beiersdorf has edged slightly lower to €115.15 from €116.00, as analysts balance Jefferies' reduced €92 price target and concerns around Nivea volumes with a more supportive Buy upgrade and €105 target from Deutsche Bank. Analyst Commentary Recent research on Beiersdorf shows a split in views, with some analysts focusing on longer term potential and others highlighting nearer term execution risks, especially around the Nivea brand and pricing moves.ナラティブ更新 • Jan 19
BEI: Future Rating Shift Will Determine Share Repricing Potential
The analyst price target for Beiersdorf has been adjusted lower to €155.44 from €163.77, as analysts weigh mixed recent research, with some highlighting a potential boost from an improved rating and others pointing to pressures around Nivea pricing, volume growth and margin expectations. Analyst Commentary Recent research shows a split view on Beiersdorf, with some focusing on brand and pricing headwinds while others point to potential upside if execution on pricing and volumes improves.ナラティブ更新 • Jan 05
BEI: Modest Discount Rate Shift Will Support Core Performance Resilience
Analysts have trimmed their price targets on Beiersdorf, with one recent move from €102 to €100. This is reflected in a slightly lower fair value estimate of €116.00, based on modest changes to assumptions for the discount rate, revenue growth, profit margin and future P/E.ナラティブ更新 • Dec 16
BEI: Price Cuts And Margin Uncertainty Will Shape A More Cautious Outlook
The analyst fair value estimate for Beiersdorf has been reduced from EUR 98 to EUR 92, as analysts trim revenue growth, profit margin, and valuation multiple assumptions in line with a wave of recent price target cuts across the Street. Analyst Commentary Bearish analysts have recently trimmed their price targets for Beiersdorf, signaling a more cautious stance on the company valuation following a period of strong share price performance.ナラティブ更新 • Dec 02
BEI: Wider Market Expansion Will Sustain Core Performance Through Execution Challenges
Beiersdorf's analyst price target has been trimmed slightly, down from €116.89 to €116.58. Analysts highlight concerns over slower brand growth and product launch risks, while maintaining cautious optimism for the stock's core performance.ナラティブ更新 • Nov 18
BEI: Core Brand Momentum Will Drive Share Performance In Coming Months
Beiersdorf's analyst price target has been reduced amid modest adjustments to growth estimates. Analysts cite pressures on core brand momentum and the impact of recent product launches as reasons for lowering targets by as much as EUR 20 in several recent updates.ナラティブ更新 • Oct 31
BEI: Future Product Rollouts Will Drive Upside Despite Sector Headwinds
Analysts have reduced their fair value estimate for Beiersdorf from €118.32 to €116.89, citing slightly lower forecasts for revenue growth and profit margins in light of recent downward price target revisions across the sector. Analyst Commentary Following a series of recent street research reports, analysts have updated their perspectives on Beiersdorf.分析記事 • Oct 22
Beiersdorf Aktiengesellschaft's (ETR:BEI) Intrinsic Value Is Potentially 35% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Beiersdorf fair value estimate is €129 Current share price of...ナラティブ更新 • Oct 17
Science Based Skincare Will Expand Global Demand
Beiersdorf’s analyst price target has been revised downward from €120 to a range of €105 to €120, reflecting a more cautious outlook from analysts based on slower revenue growth and concerns over the impact of new product launches on core sales. Analyst Commentary Recent street research paints a mixed but increasingly cautious picture for Beiersdorf, as analysts continue to trim their price targets and reassess the company’s growth trajectory.ナラティブ更新 • Oct 03
Science Based Skincare Will Expand Global Demand
Beiersdorf's analyst price targets have been reduced in recent updates, with consensus moving from around €123.21 to €120.53. Analysts cite slower organic growth and near-term profit margin pressures as key factors for the downward revision.ナラティブ更新 • Sep 17
Science Based Skincare Will Expand Global Demand
Beiersdorf's consensus price target was modestly lowered to €123.21, as analysts flagged slowing Nivea sales, product cannibalization risks, and a more cautious sector outlook ahead of results. Analyst Commentary Slowing organic sales growth for Nivea cited as a key risk to valuation, with recent performance below the required threshold to justify prior targets.ナラティブ更新 • Aug 07
Science Based Skincare Will Expand Global Demand
Beiersdorf’s fair value has been revised downward to €127.00, reflecting softer revenue growth expectations and a modest decrease in forecasted future P/E. Valuation Changes Summary of Valuation Changes for Beiersdorf The Consensus Analyst Price Target has fallen from €134.11 to €127.00.
新しいナラティブ • Nov 07
Eucerin's Global Success And Innovation Drive Bright Future In Derma And Beyond
Strategic product launches and innovations across its brands are fueling strong revenue growth and expanding market share in the Derma segment.株主還元
| BEI | DE Personal Products | DE 市場 | |
|---|---|---|---|
| 7D | 1.3% | -0.1% | -1.1% |
| 1Y | -17.3% | -3.0% | 3.3% |
業界別リターン: BEI過去 1 年間で-3 % の収益を上げたGerman Personal Products業界を下回りました。
リターン対市場: BEIは、過去 1 年間で3.3 % のリターンを上げたGerman市場を下回りました。
価格変動
| BEI volatility | |
|---|---|
| BEI Average Weekly Movement | 3.3% |
| Personal Products Industry Average Movement | 4.1% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in DE Market | 12.0% |
| 10% least volatile stocks in DE Market | 2.5% |
安定した株価: BEI 、 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: BEIの 週次ボラティリティ ( 3% ) 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 |
|---|---|---|---|
| 1882 | 22,326 | Vincent Warnery | www.beiersdorf.com |
バイヤスドルフ・アクチェンゲゼルシャフト（Beiersdorf Aktiengesellschaft）は、その子会社とともに、ヨーロッパ、米国、アフリカ、アジア、オーストラリアで消費財の製造・販売を行っている。バイヤスドルフ・アクチェンゲゼルシャフトは2つのセグメントで事業を展開している：コンシューマー事業とテサ事業である。コンシューマー事業部門はスキンケア、ボディケア製品を提供している。テサ事業部門は、粘着テープと自己粘着性ソリューションを産業、手芸事業、消費者向けに提供している。このセグメントでは、自動車、家電、印刷・包装、電気システムなどの分野にシステムソリューションを提供している。オンラインストアを運営。NIVEA、Eucerin、Hansaplast、La Prairie、Chantecaille、Coppertone、Labello、8x4、HIDROFUGAL、Florena、tesa、SKIN STORIES、GAMMON、Aquaphor、Elastoplast、CURITASのブランド名で製品を提供している。バイヤスドルフ・アクチェンゲゼルシャフトは1882年に設立され、ドイツのハンブルグに本社を置いている。バイヤスドルフ・アクチエンゲゼルシャフトはマキシングベスト社の子会社である。
Beiersdorf Aktiengesellschaft 基礎のまとめ
| BEI 基礎統計学 | |
|---|---|
| 時価総額 | €16.20b |
| 収益（TTM） | €938.00m |
| 売上高(TTM) | €9.62b |
17.3x
PER（株価収益率1.7x
P/SレシオBEI は割高か？
公正価値と評価分析を参照収益と収入
| BEI 損益計算書（TTM） | |
|---|---|
| 収益 | €9.62b |
| 売上原価 | €4.12b |
| 売上総利益 | €5.49b |
| その他の費用 | €4.56b |
| 収益 | €938.00m |
直近の収益報告
Jun 30, 2026
次回決算日
Oct 27, 2026
| 一株当たり利益（EPS） | 4.30 |
| グロス・マージン | 57.13% |
| 純利益率 | 9.75% |
| 有利子負債／自己資本比率 | 0% |
BEI 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
1.3%
現在の配当利回り23%
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 | 2026/09/18 00:16 |
| 終値 | 2026/09/18 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 |
| |
| 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 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
Beiersdorf Aktiengesellschaft 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。42
| アナリスト | 機関 |
|---|---|
| Gerhard Schwarz | Baader Helvea Equity Research |
| Pedro Gil Garcia Alejo | Banco Santander |
| Patrick Folan | Barclays |