View ValuationBeiersdorf 将来の成長Future 基準チェック /16Beiersdorf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Price Target Changed • May 20Price target decreased by 8.9% to €88.37Down from €97.00, the current price target is an average from 19 analysts. New target price is 25% above last closing price of €70.48. Stock is down 42% over the past year. The company is forecast to post earnings per share of €4.31 for next year compared to €4.25 last year.お知らせ • Oct 24Beiersdorf Aktiengesellschaft Provides Earnings Guidance for the Year 2025Beiersdorf Aktiengesellschaft provides earnings guidance for the year 2025. For the year, the company is adjusting our full year guidance to around 2.5% organic sales growth for consumer.お知らせ • Oct 27Beiersdorf AG Provides Earnings Guidance for the Full Year 2023Beiersdorf AG provided earnings guidance for the full year 2023. For the year, the company expects low double-digit organic sales growth and confirm the EBIT margin to be plus 50 basis points above previous year.すべての更新を表示Recent updatesPrice Target Changed • May 20Price target decreased by 8.9% to €88.37Down from €97.00, the current price target is an average from 19 analysts. New target price is 25% above last closing price of €70.48. Stock is down 42% over the past year. The company is forecast to post earnings per share of €4.31 for next year compared to €4.25 last year.お知らせ • Mar 05+ 1 more updateBeiersdorf Aktiengesellschaft (XTRA:BEI) announces an Equity Buyback for €750 million worth of its shares.Beiersdorf Aktiengesellschaft (XTRA:BEI) announces a share repurchase program. Under the program, the company will repurchase up to €750 million worth of its shares. The plan will be valid till two years.お知らせ • Mar 04Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 23, 2026Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 23, 2026, at 10:30 W. Europe Standard Time.お知らせ • Jan 26Beiersdorf Aktiengesellschaft to Report Q3, 2026 Results on Oct 27, 2026Beiersdorf Aktiengesellschaft announced that they will report Q3, 2026 results on Oct 27, 2026お知らせ • Jan 16Beiersdorf Aktiengesellschaft to Report Q2, 2026 Results on Aug 05, 2026Beiersdorf Aktiengesellschaft announced that they will report Q2, 2026 results on Aug 05, 2026お知らせ • Nov 25+ 1 more updateBeiersdorf Aktiengesellschaft to Report Q1, 2026 Results on Apr 21, 2026Beiersdorf Aktiengesellschaft announced that they will report Q1, 2026 results on Apr 21, 2026お知らせ • Oct 24Beiersdorf Aktiengesellschaft Provides Earnings Guidance for the Year 2025Beiersdorf Aktiengesellschaft provides earnings guidance for the year 2025. For the year, the company is adjusting our full year guidance to around 2.5% organic sales growth for consumer.お知らせ • Mar 01Beiersdorf Aktiengesellschaft announces Annual dividend, payable on April 24, 2025Beiersdorf Aktiengesellschaft announced Annual dividend of EUR 1.0000 per share payable on April 24, 2025, ex-date on April 22, 2025 and record date on April 23, 2025.お知らせ • Feb 28+ 1 more updateBeiersdorf Aktiengesellschaft (XTRA:BEI) announces an Equity Buyback for €500 million worth of its shares.Beiersdorf Aktiengesellschaft (XTRA:BEI) announces a share repurchase program. Under the program, the company will repurchase up to €500 million worth of its shares. The plan will be valid till the end of 2025.お知らせ • Feb 04Beiersdorf Aktiengesellschaft to Report Q3, 2025 Results on Oct 23, 2025Beiersdorf Aktiengesellschaft announced that they will report Q3, 2025 results on Oct 23, 2025お知らせ • Jan 26Beiersdorf Aktiengesellschaft to Report Q2, 2025 Results on Aug 06, 2025Beiersdorf Aktiengesellschaft announced that they will report Q2, 2025 results on Aug 06, 2025お知らせ • Nov 27+ 1 more updateBeiersdorf Aktiengesellschaft to Report Fiscal Year 2024 Results on Feb 27, 2025Beiersdorf Aktiengesellschaft announced that they will report fiscal year 2024 results on Feb 27, 2025Reported Earnings • Aug 08First half 2024 earnings: EPS misses analyst expectationsFirst half 2024 results: EPS: €2.57 (up from €2.56 in 1H 2023). Revenue: €5.18b (up 4.8% from 1H 2023). Net income: €582.0m (flat on 1H 2023). Profit margin: 11% (in line with 1H 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.Buy Or Sell Opportunity • Jul 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.5% to €139. The fair value is estimated to be €114, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Upcoming Dividend • Apr 12Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 19 April 2024. Payment date: 23 April 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.2%).お知らせ • Feb 08Beiersdorf Aktiengesellschaft (XTRA:BEI) announces an Equity Buyback for €500 million worth of its shares.Beiersdorf Aktiengesellschaft (XTRA:BEI) announces a share repurchase program. Under the program, the company will repurchase up to €500 million worth of its shares. The plan will be valid till the end of 2024.お知らせ • Jan 02Beiersdorf Aktiengesellschaft to Report Q3, 2024 Results on Oct 24, 2024Beiersdorf Aktiengesellschaft announced that they will report Q3, 2024 results on Oct 24, 2024お知らせ • Oct 27Beiersdorf AG Provides Earnings Guidance for the Full Year 2023Beiersdorf AG provided earnings guidance for the full year 2023. For the year, the company expects low double-digit organic sales growth and confirm the EBIT margin to be plus 50 basis points above previous year.お知らせ • Oct 26+ 3 more updatesBeiersdorf Aktiengesellschaft to Report First Half, 2024 Results on Aug 07, 2024Beiersdorf Aktiengesellschaft announced that they will report first half, 2024 results on Aug 07, 2024Reported Earnings • Aug 06First half 2023 earnings: EPS exceeds analyst expectationsFirst half 2023 results: EPS: €2.56 (up from €2.18 in 1H 2022). Revenue: €4.94b (up 10% from 1H 2022). Net income: €580.0m (up 17% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.9%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 08Upcoming dividend of €0.70 per share at 0.6% yieldEligible shareholders must have bought the stock before 14 April 2023. Payment date: 18 April 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.9%).Reported Earnings • Mar 02Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: €3.33 (up from €2.81 in FY 2021). Revenue: €8.80b (up 15% from FY 2021). Net income: €755.0m (up 18% from FY 2021). Profit margin: 8.6% (up from 8.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 4% per year.お知らせ • Nov 11+ 2 more updatesBeiersdorf Aktiengesellschaft to Report Q1, 2023 Results on Apr 26, 2023Beiersdorf Aktiengesellschaft announced that they will report Q1, 2023 results on Apr 26, 2023Buying Opportunity • Nov 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.6%. The fair value is estimated to be €120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 9.4% per annum over the same time period.お知らせ • Oct 28Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 13, 2023Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 13, 2023.Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €395.0m from profit in 1H 2021). Profit margin: (down from 10% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 4.9%, compared to a 8.0% growth forecast for the industry in Germany.Buying Opportunity • Jul 09Now 20% undervaluedOver the last 90 days, the stock is up 1.4%. The fair value is estimated to be €123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.5%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.Upcoming Dividend • Apr 12Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 19 April 2022. Payment date: 21 April 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (2.2%).Reported Earnings • Mar 03Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €2.81 (up from €2.47 in FY 2020). Revenue: €7.63b (up 8.6% from FY 2020). Net income: €638.0m (up 14% from FY 2020). Profit margin: 8.4% (up from 8.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.1%. Over the next year, revenue is forecast to grow 6.9%, compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Aug 10First half 2021 earnings released: EPS €1.74 (vs €1.26 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €3.87b (up 12% from 1H 2020). Net income: €395.0m (up 39% from 1H 2020). Profit margin: 10% (up from 8.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Executive Departure • Jul 01Member of the Executive Board Stefan De Loecker has left the companyOn the 30th of June, Stefan De Loecker's tenure as Member of the Executive Board of the company ended after 2.3 years in the role. We don't have any record of a personal shareholding under Stefan's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.92 years. Under Stefan's leadership, the company delivered a total shareholder return of 3.0%.Is New 90 Day High Low • Oct 30New 90-day low: €90.54The company is down 10.0% from its price of €101 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €81.73 per share.Is New 90 Day High Low • Sep 22New 90-day low: €93.56The company is down 6.0% from its price of €99.70 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €120 per share.業績と収益の成長予測DB: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12/31/202810,4621,0209341,3821612/31/202710,1589858791,4061912/31/20269,8009268181,3311812/31/20259,852939322785N/A9/30/20259,858911297769N/A6/30/20259,863882272752N/A3/31/20259,857897533992N/A12/31/20249,8509127941,231N/A9/30/20249,7688257841,234N/A6/30/20249,6867387741,237N/A3/31/20249,5677375991,089N/A12/31/20239,447736424941N/A9/30/20239,353788381900N/A6/30/20239,259840338858N/A3/31/20239,029798294828N/A12/31/20228,799755249797N/A9/30/20228,514747305829N/A6/30/20228,229738360861N/A3/31/20227,928688470927N/A12/31/20217,627638580993N/A9/30/20217,5396547241,094N/A6/30/20217,4506708681,195N/A3/31/20217,2386157861,090N/A12/31/20207,025560704984N/A9/30/20207,145577636927N/A6/30/20207,265593568870N/A3/31/20207,459656617928N/A12/31/20197,653718665985N/A9/30/20197,555729N/A957N/A6/30/20197,457739N/A929N/A3/31/20197,345734N/A899N/A12/31/20187,233728N/A868N/A9/30/20187,195706N/A818N/A6/30/20187,156683N/A767N/A3/31/20187,106678N/A839N/A12/31/20177,056672N/A911N/A9/30/20176,982703N/A915N/A6/30/20176,907733N/A919N/A3/31/20176,830721N/A931N/A12/31/20166,752709N/A942N/A9/30/20166,706690N/A894N/A6/30/20166,642676N/A917N/A3/31/20166,659663N/A749N/A12/31/20156,686660N/A800N/A9/30/20156,604619N/A633N/A6/30/20156,516571N/A558N/Aもっと見る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7D1Y7D1Y7D1YHousehold 業界の高成長企業。View Past Performance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 20:59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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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 ResearchPedro Gil Garcia AlejoBanco SantanderPatrick FolanBarclays36 その他のアナリストを表示
Price Target Changed • May 20Price target decreased by 8.9% to €88.37Down from €97.00, the current price target is an average from 19 analysts. New target price is 25% above last closing price of €70.48. Stock is down 42% over the past year. The company is forecast to post earnings per share of €4.31 for next year compared to €4.25 last year.
お知らせ • Oct 24Beiersdorf Aktiengesellschaft Provides Earnings Guidance for the Year 2025Beiersdorf Aktiengesellschaft provides earnings guidance for the year 2025. For the year, the company is adjusting our full year guidance to around 2.5% organic sales growth for consumer.
お知らせ • Oct 27Beiersdorf AG Provides Earnings Guidance for the Full Year 2023Beiersdorf AG provided earnings guidance for the full year 2023. For the year, the company expects low double-digit organic sales growth and confirm the EBIT margin to be plus 50 basis points above previous year.
Price Target Changed • May 20Price target decreased by 8.9% to €88.37Down from €97.00, the current price target is an average from 19 analysts. New target price is 25% above last closing price of €70.48. Stock is down 42% over the past year. The company is forecast to post earnings per share of €4.31 for next year compared to €4.25 last year.
お知らせ • Mar 05+ 1 more updateBeiersdorf Aktiengesellschaft (XTRA:BEI) announces an Equity Buyback for €750 million worth of its shares.Beiersdorf Aktiengesellschaft (XTRA:BEI) announces a share repurchase program. Under the program, the company will repurchase up to €750 million worth of its shares. The plan will be valid till two years.
お知らせ • Mar 04Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 23, 2026Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 23, 2026, at 10:30 W. Europe Standard Time.
お知らせ • Jan 26Beiersdorf Aktiengesellschaft to Report Q3, 2026 Results on Oct 27, 2026Beiersdorf Aktiengesellschaft announced that they will report Q3, 2026 results on Oct 27, 2026
お知らせ • Jan 16Beiersdorf Aktiengesellschaft to Report Q2, 2026 Results on Aug 05, 2026Beiersdorf Aktiengesellschaft announced that they will report Q2, 2026 results on Aug 05, 2026
お知らせ • Nov 25+ 1 more updateBeiersdorf Aktiengesellschaft to Report Q1, 2026 Results on Apr 21, 2026Beiersdorf Aktiengesellschaft announced that they will report Q1, 2026 results on Apr 21, 2026
お知らせ • Oct 24Beiersdorf Aktiengesellschaft Provides Earnings Guidance for the Year 2025Beiersdorf Aktiengesellschaft provides earnings guidance for the year 2025. For the year, the company is adjusting our full year guidance to around 2.5% organic sales growth for consumer.
お知らせ • Mar 01Beiersdorf Aktiengesellschaft announces Annual dividend, payable on April 24, 2025Beiersdorf Aktiengesellschaft announced Annual dividend of EUR 1.0000 per share payable on April 24, 2025, ex-date on April 22, 2025 and record date on April 23, 2025.
お知らせ • Feb 28+ 1 more updateBeiersdorf Aktiengesellschaft (XTRA:BEI) announces an Equity Buyback for €500 million worth of its shares.Beiersdorf Aktiengesellschaft (XTRA:BEI) announces a share repurchase program. Under the program, the company will repurchase up to €500 million worth of its shares. The plan will be valid till the end of 2025.
お知らせ • Feb 04Beiersdorf Aktiengesellschaft to Report Q3, 2025 Results on Oct 23, 2025Beiersdorf Aktiengesellschaft announced that they will report Q3, 2025 results on Oct 23, 2025
お知らせ • Jan 26Beiersdorf Aktiengesellschaft to Report Q2, 2025 Results on Aug 06, 2025Beiersdorf Aktiengesellschaft announced that they will report Q2, 2025 results on Aug 06, 2025
お知らせ • Nov 27+ 1 more updateBeiersdorf Aktiengesellschaft to Report Fiscal Year 2024 Results on Feb 27, 2025Beiersdorf Aktiengesellschaft announced that they will report fiscal year 2024 results on Feb 27, 2025
Reported Earnings • Aug 08First half 2024 earnings: EPS misses analyst expectationsFirst half 2024 results: EPS: €2.57 (up from €2.56 in 1H 2023). Revenue: €5.18b (up 4.8% from 1H 2023). Net income: €582.0m (flat on 1H 2023). Profit margin: 11% (in line with 1H 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.
Buy Or Sell Opportunity • Jul 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.5% to €139. The fair value is estimated to be €114, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Upcoming Dividend • Apr 12Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 19 April 2024. Payment date: 23 April 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.2%).
お知らせ • Feb 08Beiersdorf Aktiengesellschaft (XTRA:BEI) announces an Equity Buyback for €500 million worth of its shares.Beiersdorf Aktiengesellschaft (XTRA:BEI) announces a share repurchase program. Under the program, the company will repurchase up to €500 million worth of its shares. The plan will be valid till the end of 2024.
お知らせ • Jan 02Beiersdorf Aktiengesellschaft to Report Q3, 2024 Results on Oct 24, 2024Beiersdorf Aktiengesellschaft announced that they will report Q3, 2024 results on Oct 24, 2024
お知らせ • Oct 27Beiersdorf AG Provides Earnings Guidance for the Full Year 2023Beiersdorf AG provided earnings guidance for the full year 2023. For the year, the company expects low double-digit organic sales growth and confirm the EBIT margin to be plus 50 basis points above previous year.
お知らせ • Oct 26+ 3 more updatesBeiersdorf Aktiengesellschaft to Report First Half, 2024 Results on Aug 07, 2024Beiersdorf Aktiengesellschaft announced that they will report first half, 2024 results on Aug 07, 2024
Reported Earnings • Aug 06First half 2023 earnings: EPS exceeds analyst expectationsFirst half 2023 results: EPS: €2.56 (up from €2.18 in 1H 2022). Revenue: €4.94b (up 10% from 1H 2022). Net income: €580.0m (up 17% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.9%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 08Upcoming dividend of €0.70 per share at 0.6% yieldEligible shareholders must have bought the stock before 14 April 2023. Payment date: 18 April 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.9%).
Reported Earnings • Mar 02Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: €3.33 (up from €2.81 in FY 2021). Revenue: €8.80b (up 15% from FY 2021). Net income: €755.0m (up 18% from FY 2021). Profit margin: 8.6% (up from 8.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Nov 11+ 2 more updatesBeiersdorf Aktiengesellschaft to Report Q1, 2023 Results on Apr 26, 2023Beiersdorf Aktiengesellschaft announced that they will report Q1, 2023 results on Apr 26, 2023
Buying Opportunity • Nov 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.6%. The fair value is estimated to be €120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 9.4% per annum over the same time period.
お知らせ • Oct 28Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 13, 2023Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 13, 2023.
Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €395.0m from profit in 1H 2021). Profit margin: (down from 10% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 4.9%, compared to a 8.0% growth forecast for the industry in Germany.
Buying Opportunity • Jul 09Now 20% undervaluedOver the last 90 days, the stock is up 1.4%. The fair value is estimated to be €123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.5%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.
Upcoming Dividend • Apr 12Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 19 April 2022. Payment date: 21 April 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (2.2%).
Reported Earnings • Mar 03Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €2.81 (up from €2.47 in FY 2020). Revenue: €7.63b (up 8.6% from FY 2020). Net income: €638.0m (up 14% from FY 2020). Profit margin: 8.4% (up from 8.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.1%. Over the next year, revenue is forecast to grow 6.9%, compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 10First half 2021 earnings released: EPS €1.74 (vs €1.26 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €3.87b (up 12% from 1H 2020). Net income: €395.0m (up 39% from 1H 2020). Profit margin: 10% (up from 8.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Executive Departure • Jul 01Member of the Executive Board Stefan De Loecker has left the companyOn the 30th of June, Stefan De Loecker's tenure as Member of the Executive Board of the company ended after 2.3 years in the role. We don't have any record of a personal shareholding under Stefan's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.92 years. Under Stefan's leadership, the company delivered a total shareholder return of 3.0%.
Is New 90 Day High Low • Oct 30New 90-day low: €90.54The company is down 10.0% from its price of €101 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €81.73 per share.
Is New 90 Day High Low • Sep 22New 90-day low: €93.56The company is down 6.0% from its price of €99.70 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €120 per share.