Beiersdorf Aktiengesellschaft

XTRA:BEI 株式レポート

時価総額：€15.9b

Beiersdorf 将来の成長

Future 基準チェック /16

Beiersdorf利益と収益がそれぞれ年間4.3%と2.5%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10.7% 5.2%なると予測されています。

主要情報

4.3%

収益成長率

5.25%

EPS成長率

Personal Products 収益成長8.5%
収益成長率2.5%
将来の株主資本利益率10.70%
アナリストカバレッジ

Good

最終更新日22 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • Aug 26

Here's What To Make Of Beiersdorf's (ETR:BEI) Decelerating Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
ナラティブの更新 • 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.
分析記事 • Jul 09

Beiersdorf Aktiengesellschaft (ETR:BEI) Shares Could Be 28% Below Their Intrinsic Value Estimate

Key Insights Beiersdorf's estimated fair value is €151 based on 2 Stage Free Cash Flow to Equity Beiersdorf's €109...
分析記事 • Jun 24

Beiersdorf (ETR:BEI) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
User avatar
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.

業績と収益の成長予測

XTRA:BEI - アナリストの将来予測と過去の財務データ ( )EUR 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
12/31/202810,4621,0209341,38216
12/31/202710,1589858791,40619
12/31/20269,8009268181,33118
12/31/20259,852939322785N/A
9/30/20259,858911297769N/A
6/30/20259,863882272752N/A
3/31/20259,857897533992N/A
12/31/20249,8509127941,231N/A
9/30/20249,7688257841,234N/A
6/30/20249,6867387741,237N/A
3/31/20249,5677375991,089N/A
12/31/20239,447736424941N/A
9/30/20239,353788381900N/A
6/30/20239,259840338858N/A
3/31/20239,029798294828N/A
12/31/20228,799755249797N/A
9/30/20228,514747305829N/A
6/30/20228,229738360861N/A
3/31/20227,928688470927N/A
12/31/20217,627638580993N/A
9/30/20217,5396547241,094N/A
6/30/20217,4506708681,195N/A
3/31/20217,2386157861,090N/A
12/31/20207,025560704984N/A
9/30/20207,145577636927N/A
6/30/20207,265593568870N/A
3/31/20207,459656617928N/A
12/31/20197,653718665985N/A
9/30/20197,555729N/A957N/A
6/30/20197,457739N/A929N/A
3/31/20197,345734N/A899N/A
12/31/20187,233728N/A868N/A
9/30/20187,195706N/A818N/A
6/30/20187,156683N/A767N/A
3/31/20187,106678N/A839N/A
12/31/20177,056672N/A911N/A
9/30/20176,982703N/A915N/A
6/30/20176,907733N/A919N/A
3/31/20176,830721N/A931N/A
12/31/20166,752709N/A942N/A
9/30/20166,706690N/A894N/A
6/30/20166,642676N/A917N/A
3/31/20166,659663N/A749N/A
12/31/20156,686660N/A800N/A
9/30/20156,604619N/A633N/A
6/30/20156,516571N/A558N/A

アナリストによる今後の成長予測

収入対貯蓄率: BEIの予測収益成長率 (年間4.3% ) は 貯蓄率 ( 1.9% ) を上回っています。

収益対市場: BEIの収益 ( 4.3% ) German市場 ( 17.1% ) よりも低い成長が予測されています。

高成長収益: BEIの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: BEIの収益 ( 2.5% ) German市場 ( 6.8% ) よりも低い成長が予測されています。

高い収益成長: BEIの収益 ( 2.5% ) 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: BEI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 ( 10.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/22 10:04
終値2026/05/22 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や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

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。39

アナリスト機関
Gerhard SchwarzBaader Helvea Equity Research
Pedro Gil Garcia AlejoBanco Santander
Patrick FolanBarclays