View ValuationAkzo Nobel 将来の成長Future 基準チェック /16Akzo Nobel利益と収益がそれぞれ年間8.5%と2.1%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14.6% 8.9%なると予測されています。主要情報8.5%収益成長率8.92%EPS成長率Chemicals 収益成長43.7%収益成長率2.1%将来の株主資本利益率14.63%アナリストカバレッジGood最終更新日29 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 28Nippon Paint Holdings Co., Ltd. (TSE:4612) and The Sherwin-Williams Company (NYSE:SHW) cancelled the acquisition of Akzo Nobel N.V. (ENXTAM:AKZA) for €12.5 billion.Nippon Paint Holdings Co., Ltd. (TSE:4612) and The Sherwin-Williams Company (NYSE:SHW) submitted a conditional and non-binding proposal to acquire Akzo Nobel N.V. (ENXTAM:AKZA) for €12.5 billion on April 29, 2026. Under the terms of the acquisition, Nippon Paint Holdings Co., Ltd. and The Sherwin-Williams Company will pay €73 in cash per share for all of the issued and outstanding shares of AkzoNobel. Upon completion of the proposed transaction, Nippon Paint would retain AkzoNobel's Decorative Paints and Industrial Coatings businesses, while AkzoNobel's Automotive & Specialty Coatings, Marine & Protective Coatings and Powder Coatings businesses would be sold separately to Sherwin-Williams. Nippon Paint Holdings Co., Ltd. (TSE:4612) and The Sherwin-Williams Company (NYSE:SHW) cancelled the acquisition of Akzo Nobel N.V. (ENXTAM:AKZA) on May 1, 2026. The Board of Management and the Supervisory Board carefully reviewed and considered the Proposal, together with their respective financial and legal advisors, in line with their fiduciary duties. The Boards concluded that the Proposal did not qualify, nor was it reasonably expected to qualify, as a 'Superior Proposal' (as defined in the merger agreement between AkzoNobel and Axalta), considering a variety of aspects of the Proposal. AkzoNobel Boards unanimously continue to recommend the merger between AkzoNobel and Axalta.Reported Earnings • Apr 22First quarter 2026 earnings released: EPS: €0.54 (vs €0.63 in 1Q 2025)First quarter 2026 results: EPS: €0.54 (down from €0.63 in 1Q 2025). Revenue: €2.39b (down 8.7% from 1Q 2025). Net income: €93.0m (down 13% from 1Q 2025). Profit margin: 3.9% (down from 4.1% in 1Q 2025). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany.Upcoming Dividend • Apr 20Upcoming dividend of €1.54 per shareEligible shareholders must have bought the stock before 27 April 2026. Payment date: 06 May 2026. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (3.7%).お知らせ • Apr 08Akzo Nobel N.V. to Report Q1, 2026 Results on Apr 22, 2026Akzo Nobel N.V. announced that they will report Q1, 2026 results on Apr 22, 2026New Risk • Mar 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 56% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Feb 26Full year 2025 earnings released: EPS: €3.72 (vs €3.18 in FY 2024)Full year 2025 results: EPS: €3.72 (up from €3.18 in FY 2024). Revenue: €10.2b (down 5.2% from FY 2024). Net income: €636.0m (up 17% from FY 2024). Profit margin: 6.3% (up from 5.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany.Buy Or Sell Opportunity • Feb 26Now 20% undervaluedOver the last 90 days, the stock has risen 7.9% to €59.46. The fair value is estimated to be €74.49, 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 grown by 6.6%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.New Risk • Feb 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 191% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Feb 04Full year 2025 earnings released: EPS: €3.72 (vs €3.18 in FY 2024)Full year 2025 results: EPS: €3.72 (up from €3.18 in FY 2024). Revenue: €10.2b (down 5.2% from FY 2024). Net income: €636.0m (up 17% from FY 2024). Profit margin: 6.3% (up from 5.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany.お知らせ • Feb 04Akzo Nobel N.V., Annual General Meeting, Apr 23, 2026Akzo Nobel N.V., Annual General Meeting, Apr 23, 2026.お知らせ • Jan 20Akzo Nobel N.V. to Report Q4, 2025 Results on Feb 03, 2026Akzo Nobel N.V. announced that they will report Q4, 2025 results on Feb 03, 2026お知らせ • Nov 18+ 3 more updatesAkzo Nobel N.V. and Axalta Coating Systems Ltd. Announce Board and Executive Changes to Combined CompanyAkzo Nobel N.V. and Axalta Coating Systems Ltd. announced that they have entered into a definitive agreement to combine in an all-stock merger of equals, creating a premier global coatings company with an enterprise value of approximately $25 billion. Upon closing, the combined company will have a one-tier Board, led by Rakesh Sachdev, current Chair of the Axalta Board of Directors. Ben Noteboom, current Chairman of the AkzoNobel Supervisory Board, will serve as Vice Chair. The Board will be composed of 11 directors – four from each company and three independent members. Of the 11 Board members, two will be executive directors and nine will be non-executive directors. Each company expects to hold its respective Extraordinary General Meeting of Shareholders tentatively in mid-2026. Current AkzoNobel CEO, Greg Poux-Guillaume, will serve as CEO of the combined company, and current Axalta CEO, Chris Villavarayan, will serve as Deputy CEO. Current Axalta SVP and CFO, Carl Anderson, will serve as the CFO of the combined company.New Risk • Oct 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 5.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Shares are highly illiquid. Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Profit margins are more than 30% lower than last year (0.6% net profit margin).Reported Earnings • Oct 25Third quarter 2025 earnings released: €1.13 loss per share (vs €0.95 profit in 3Q 2024)Third quarter 2025 results: €1.13 loss per share (down from €0.95 profit in 3Q 2024). Revenue: €2.55b (down 4.5% from 3Q 2024). Net loss: €193.0m (down 218% from profit in 3Q 2024). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany.業績と収益の成長予測XTRA:AKU1 - 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12/31/202810,4727396691,0741312/31/202710,2756736491,0551612/31/202610,057551592930163/31/20269,931622645941N/A12/31/202510,158636605914N/A9/30/202510,40559526849N/A6/30/202510,526415478812N/A3/31/202510,684467392728N/A12/31/202410,711542362668N/A9/30/202410,621565536842N/A6/30/202410,694592561844N/A3/31/202410,651534733998N/A12/31/202310,6684478341,120N/A9/30/202310,745411572840N/A6/30/202310,866309375661N/A3/31/202310,9783038305N/A12/31/202210,846362-38254N/A9/30/202210,643540-155140N/A6/30/202210,19161620313N/A3/31/20229,849758245533N/A12/31/20219,587823316604N/A9/30/20219,3938057501,041N/A6/30/20219,2598669221,207N/A3/31/20218,7357411,0781,347N/A12/31/20208,5306379591,217N/A9/30/20208,5635448171,052N/A6/30/20208,685481681904N/A3/31/20209,149567524747N/A12/31/20199,276517N/A23N/A9/30/20199,342477N/A210N/A6/30/20199,270463N/A220N/A3/31/20199,265354N/A84N/A12/31/20189,256400N/A513N/A9/30/20189,231393N/A652N/A6/30/20189,324365N/A671N/A3/31/20189,411426N/A882N/A12/31/20179,612439N/A969N/A9/30/20176,022107N/A772N/A6/30/20177,203272N/A1,035N/A3/31/20178,381417N/A1,261N/A12/31/20169,434534N/A1,291N/A9/30/201614,3001,032N/A1,477N/A6/30/201614,4601,031N/A1,460N/A3/31/201614,6981,051N/A1,414N/A12/31/201514,859973N/A1,130N/A9/30/201514,817772N/A784N/A6/30/201514,743691N/A679N/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: AKU1の予測収益成長率 (年間8.5% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: AKU1の収益 ( 8.5% ) German市場 ( 17.2% ) よりも低い成長が予測されています。高成長収益: AKU1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: AKU1の収益 ( 2.1% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: AKU1の収益 ( 2.1% ) 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: AKU1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 ( 14.6 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 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2026/06/01 09:56終値2026/05/29 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Akzo Nobel N.V. 16 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Katie RichardsBarclaysJennifer BarkerBarclaysRobert BateBarclays39 その他のアナリストを表示
お知らせ • May 28Nippon Paint Holdings Co., Ltd. (TSE:4612) and The Sherwin-Williams Company (NYSE:SHW) cancelled the acquisition of Akzo Nobel N.V. (ENXTAM:AKZA) for €12.5 billion.Nippon Paint Holdings Co., Ltd. (TSE:4612) and The Sherwin-Williams Company (NYSE:SHW) submitted a conditional and non-binding proposal to acquire Akzo Nobel N.V. (ENXTAM:AKZA) for €12.5 billion on April 29, 2026. Under the terms of the acquisition, Nippon Paint Holdings Co., Ltd. and The Sherwin-Williams Company will pay €73 in cash per share for all of the issued and outstanding shares of AkzoNobel. Upon completion of the proposed transaction, Nippon Paint would retain AkzoNobel's Decorative Paints and Industrial Coatings businesses, while AkzoNobel's Automotive & Specialty Coatings, Marine & Protective Coatings and Powder Coatings businesses would be sold separately to Sherwin-Williams. Nippon Paint Holdings Co., Ltd. (TSE:4612) and The Sherwin-Williams Company (NYSE:SHW) cancelled the acquisition of Akzo Nobel N.V. (ENXTAM:AKZA) on May 1, 2026. The Board of Management and the Supervisory Board carefully reviewed and considered the Proposal, together with their respective financial and legal advisors, in line with their fiduciary duties. The Boards concluded that the Proposal did not qualify, nor was it reasonably expected to qualify, as a 'Superior Proposal' (as defined in the merger agreement between AkzoNobel and Axalta), considering a variety of aspects of the Proposal. AkzoNobel Boards unanimously continue to recommend the merger between AkzoNobel and Axalta.
Reported Earnings • Apr 22First quarter 2026 earnings released: EPS: €0.54 (vs €0.63 in 1Q 2025)First quarter 2026 results: EPS: €0.54 (down from €0.63 in 1Q 2025). Revenue: €2.39b (down 8.7% from 1Q 2025). Net income: €93.0m (down 13% from 1Q 2025). Profit margin: 3.9% (down from 4.1% in 1Q 2025). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany.
Upcoming Dividend • Apr 20Upcoming dividend of €1.54 per shareEligible shareholders must have bought the stock before 27 April 2026. Payment date: 06 May 2026. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (3.7%).
お知らせ • Apr 08Akzo Nobel N.V. to Report Q1, 2026 Results on Apr 22, 2026Akzo Nobel N.V. announced that they will report Q1, 2026 results on Apr 22, 2026
New Risk • Mar 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 56% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Feb 26Full year 2025 earnings released: EPS: €3.72 (vs €3.18 in FY 2024)Full year 2025 results: EPS: €3.72 (up from €3.18 in FY 2024). Revenue: €10.2b (down 5.2% from FY 2024). Net income: €636.0m (up 17% from FY 2024). Profit margin: 6.3% (up from 5.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany.
Buy Or Sell Opportunity • Feb 26Now 20% undervaluedOver the last 90 days, the stock has risen 7.9% to €59.46. The fair value is estimated to be €74.49, 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 grown by 6.6%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
New Risk • Feb 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 191% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Feb 04Full year 2025 earnings released: EPS: €3.72 (vs €3.18 in FY 2024)Full year 2025 results: EPS: €3.72 (up from €3.18 in FY 2024). Revenue: €10.2b (down 5.2% from FY 2024). Net income: €636.0m (up 17% from FY 2024). Profit margin: 6.3% (up from 5.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany.
お知らせ • Feb 04Akzo Nobel N.V., Annual General Meeting, Apr 23, 2026Akzo Nobel N.V., Annual General Meeting, Apr 23, 2026.
お知らせ • Jan 20Akzo Nobel N.V. to Report Q4, 2025 Results on Feb 03, 2026Akzo Nobel N.V. announced that they will report Q4, 2025 results on Feb 03, 2026
お知らせ • Nov 18+ 3 more updatesAkzo Nobel N.V. and Axalta Coating Systems Ltd. Announce Board and Executive Changes to Combined CompanyAkzo Nobel N.V. and Axalta Coating Systems Ltd. announced that they have entered into a definitive agreement to combine in an all-stock merger of equals, creating a premier global coatings company with an enterprise value of approximately $25 billion. Upon closing, the combined company will have a one-tier Board, led by Rakesh Sachdev, current Chair of the Axalta Board of Directors. Ben Noteboom, current Chairman of the AkzoNobel Supervisory Board, will serve as Vice Chair. The Board will be composed of 11 directors – four from each company and three independent members. Of the 11 Board members, two will be executive directors and nine will be non-executive directors. Each company expects to hold its respective Extraordinary General Meeting of Shareholders tentatively in mid-2026. Current AkzoNobel CEO, Greg Poux-Guillaume, will serve as CEO of the combined company, and current Axalta CEO, Chris Villavarayan, will serve as Deputy CEO. Current Axalta SVP and CFO, Carl Anderson, will serve as the CFO of the combined company.
New Risk • Oct 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 5.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Shares are highly illiquid. Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Profit margins are more than 30% lower than last year (0.6% net profit margin).
Reported Earnings • Oct 25Third quarter 2025 earnings released: €1.13 loss per share (vs €0.95 profit in 3Q 2024)Third quarter 2025 results: €1.13 loss per share (down from €0.95 profit in 3Q 2024). Revenue: €2.55b (down 4.5% from 3Q 2024). Net loss: €193.0m (down 218% from profit in 3Q 2024). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany.