BASF SE

XTRA:BAS 株式レポート

時価総額：€44.2b

BASF マネジメント

マネジメント 基準チェック /24

現在、CEO に関する十分な情報がありません。

主要情報

Markus Kamieth

最高経営責任者

€6.6m

報酬総額

CEO給与比率30.30%
CEO在任期間9yrs
CEOの所有権n/a
経営陣の平均在職期間3.1yrs
取締役会の平均在任期間4.1yrs

経営陣の近況

Recent updates

ナラティブの更新 • May 09

BAS: Policy Support And Weak Earnings Visibility Will Restrain Future Upside Potential

Analysts have moved the BASF fair value estimate slightly lower to €36.00, while recent price target increases from several banks reflect updated views on margins, discount rate assumptions and a more moderate future P/E of 14.0x. Analyst Commentary Recent Street research paints a mixed picture for BASF, with several price target increases sitting alongside fresh downgrades and more cautious language around valuation and earnings visibility.
ナラティブの更新 • Apr 22

BAS: Policy Hopes And Weak 2025 Guidance Will Limit Upside Potential

Analysts have made only a small adjustment to the price target for BASF, lifting it by about €0.05. They are balancing recent upgrades and target hikes from several banks with more cautious views that highlight valuation concerns and limited earnings visibility.
ナラティブの更新 • Apr 07

BAS: Policy Support And Carbon Tax Deferral Will Drive Future Upside Potential

The analyst fair value estimate for BASF has been adjusted from €62.00 to €63.00, with analysts pointing to slightly higher assumed revenue growth, a modestly stronger profit margin profile, a lower discount rate, and a small uplift in future P/E assumptions, supported by a mix of recent target increases, upgrades, and downgrades across the Street. Analyst Commentary Recent research on BASF has been mixed, but there is a clear group of bullish analysts who see room for upside, reflected in a series of upgrades and higher price targets clustered around the €48 to €56 range and above.
ナラティブの更新 • Mar 24

BAS: Policy Hopes And Weak 2025 Guidance Will Constrain Share Price Upside

The analyst price target for BASF has been reduced by €2 to €36 to reflect a slightly lower fair value estimate, as analysts balance recent rating changes and mixed views on earnings visibility and valuation across the Street. Analyst Commentary Recent research on BASF reflects a split view, with some firms lifting ratings and targets while others question how sustainable the current valuation and earnings outlook might be.
ナラティブの更新 • Mar 09

BAS: Policy Support And Carbon Tax Deferral Will Shape Future Earnings Visibility

Narrative Update The consolidated analyst price target for BASF has shifted to €54, with this adjustment reflecting a mix of recent upgrades and downgrades as analysts evaluate policy support, valuation concerns, and earnings visibility. Analyst Commentary Recent research shows a split tape on BASF, but there is a clear cluster of bullish analysts converging around the new €54 consolidated target, even as some more cautious voices highlight valuation and earnings risks.
ナラティブの更新 • Feb 22

BAS: Policy Support And Carbon Tax Deferral Will Shape Earnings Outlook

Narrative update on BASF The analyst price target for BASF has been adjusted to €62.00 per share. Analysts point to mixed recent ratings activity, concerns about earnings visibility and valuation, and the influence of policy support and stimulus on sentiment rather than fundamentals.
ナラティブの更新 • Feb 08

BAS: Coatings Exit And Portfolio Actions Will Shape Balanced Medium-Term Outlook

Analysts have nudged their fair value estimate for BASF up from €48.13 to €48.50, reflecting refreshed assumptions on revenue growth, profit margins and P/E multiples, even as some recent Street research has trimmed near term price targets. Analyst Commentary Bullish Takeaways Bullish analysts appear comfortable fine tuning fair value rather than making wholesale changes, which can signal that they see current assumptions on revenue, margins and P/E as broadly reasonable.
ナラティブの更新 • Jan 25

BAS: Weak 2025 Guidance Will Limit Upside Despite Planned Share Buyback

Analysts have kept their fair value estimate for BASF steady at €38.00. With slightly revised assumptions for discount rate, revenue growth, profit margin and future P/E, they frame this as a recalibration of how the same price target is supported rather than a change in where they think the shares should trade.
ナラティブの更新 • Jan 11

BAS: Coatings Sale And Portfolio Moves Will Anchor Medium-Term Upside Potential

Analysts have nudged their price target for BASF slightly higher to €52. This reflects updated assumptions on fair value and future P/E, supported by recent Street research that highlights the coatings sale price as ahead of expectations.
ナラティブの更新 • Dec 25

BAS: Coatings Sale Will Leave Limited Upside As Cyclical Headwinds Persist

Analysts have modestly raised their price target on BASF to EUR 52.00, citing a more favorable margin outlook supported by the sale price achieved for the coatings business, which came in ahead of expectations. Analyst Commentary While the latest coverage restart with a Buy rating and a EUR 52 price target underscores improved confidence in BASF's margin trajectory, sentiment across the broader analyst community remains mixed.
ナラティブの更新 • Dec 11

BAS: Coatings Divestiture And Buyback Program Will Support Medium-Term Upside

Analysts have modestly raised their price target for BASF to EUR 52, citing a stronger than expected valuation for the coatings divestiture and a higher anticipated future P/E multiple, despite slightly slower revenue growth and lower margin assumptions. Analyst Commentary Analyst feedback on BASF reflects a predominantly constructive outlook following the coatings divestiture and the reset in valuation expectations.
ナラティブの更新 • Nov 27

BAS: Upcoming Coatings Sale And Industry Headwinds Will Influence Medium-Term Performance

The analyst price target for BASF was revised slightly downward from €48.33 to €48.03, as analysts cite incrementally softer revenue growth and profit margin assumptions, despite positive views on the company's recent business developments. Analyst Commentary Recent analyst research reflects a mix of optimism and caution regarding BASF’s future performance.
ナラティブの更新 • Nov 11

BAS: Recent Asset Sale And Industry Uncertainty Will Shape Medium-Term Outlook

Analysts have revised BASF's fair value price target slightly lower from €49.18 to €48.33. They cite more tempered expectations for revenue growth and future earnings, even as they acknowledge positive signals such as the successful sale of its coatings business.
ナラティブの更新 • Oct 28

Asset Sales Momentum And Recovery Outlook Will Shape Ag Unit’s Market Debut

Analysts have raised their fair value estimate for BASF slightly to €49.18 from €49.08, citing outperformance in asset sales and an improving demand outlook in European chemicals as key reasons for the upward adjustment. Analyst Commentary Recent analyst updates have provided a detailed view of the evolving sentiment around BASF, highlighting both upside catalysts and remaining risks for investors to consider.
ナラティブの更新 • Oct 14

Portfolio Optimization And Agricultural Solutions IPO Will Unlock Future Value

Analysts have lowered their price target for BASF from €49.88 to €49.08. They cite tempered revenue growth projections, a slight decline in profit margins, and a higher discount rate, despite expectations for improved chemical demand in Europe over the coming years.
分析記事 • Sep 06

Are Investors Undervaluing BASF SE (ETR:BAS) By 31%?

Key Insights BASF's estimated fair value is €63.91 based on 2 Stage Free Cash Flow to Equity BASF's €43.81 share price...
分析記事 • Aug 19

BASF (ETR:BAS) Has A Pretty Healthy Balance Sheet

XTRA:BAS 1 Year Share Price vs Fair Value Explore BASF's Fair Values from the Community and select yours The external...
分析記事 • Jun 21

Should You Investigate BASF SE (ETR:BAS) At €41.48?

BASF SE ( ETR:BAS ) received a lot of attention from a substantial price movement on the XTRA over the last few months...
分析記事 • May 30

BASF SE (ETR:BAS) Not Lagging Industry On Growth Or Pricing

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Chemicals industry in Germany, you could be...
User avatar
新しいナラティブ • Nov 07

Global Restructuring And Expansion Power Growth Amidst Industry Challenges

Cost-saving programs and restructuring efforts are expected to improve competitiveness and profitability through enhanced net margins and reduced operational costs.

CEO報酬分析

BASF の収益と比較して、Markus Kamieth の報酬はどのように変化したか？
日付総報酬給与会社業績
Mar 31 2026n/an/a

€2b

Dec 31 2025€7m€2m

€1b

Sep 30 2025n/an/a

€309m

Jun 30 2025n/an/a

€415m

Mar 31 2025n/an/a

€554m

Dec 31 2024€5m€2m

€1b

Sep 30 2024n/an/a

€330m

Jun 30 2024n/an/a

-€165m

Mar 31 2024n/an/a

€31m

Dec 31 2023€4m€800k

€225m

Sep 30 2023n/an/a

-€3b

Jun 30 2023n/an/a

-€2b

Mar 31 2023n/an/a

-€286m

Dec 31 2022€3m€800k

-€627m

Sep 30 2022n/an/a

€5b

Jun 30 2022n/an/a

€5b

Mar 31 2022n/an/a

€5b

Dec 31 2021€4m€800k

€6b

Sep 30 2021n/an/a

€5b

Jun 30 2021n/an/a

€2b

Mar 31 2021n/an/a

-€601m

Dec 31 2020€2m€760k

-€1b

Sep 30 2020n/an/a

-€2b

Jun 30 2020n/an/a

€1b

Mar 31 2020n/an/a

€2b

Dec 31 2019€4m€800k

€2b

報酬と市場: Markusの 総報酬 ($USD 7.69M ) は、 German市場 ($USD 5.57M ) の同規模の企業の平均を上回っています。

報酬と収益: Markusの報酬は過去 1 年間で 20% 以上増加しました。

CEO

Markus Kamieth (55 yo)

9yrs
在職期間
€6,601,000
報酬

Dr. Markus Kamieth serves as President of Coatings Division at BASF Coatings GmbH. Dr. Kamieth has been a Member of the Board of Executive Directors at BASF SE since May 12, 2017 and its Chairman since Dec...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Markus Kamieth
CEO & Chairman of the Board of Executive Directors9yrs€6.60mデータなし
Dirk Elvermann
Member of the Board of Executive Directors3.6yrs€2.07mデータなし
Anup Kothari
Member of the Board of Executive Director & President of the Nutrition and Health Division2.2yrs€2.14mデータなし
Stephan Kothrade
CTO & Member of the Board of Executive Directors3.2yrs€2.30mデータなし
Katja Scharpwinkel
Member of the Board of Executive Director2.3yrs€2.23mデータなし
Mary Kurian
Member of Board of Executive Directorno dataデータなしデータなし
Livio Tedeschi
Members of the Board of Executive Directorno dataデータなしデータなし
Christian-Matthias Jutzi
Senior VP of Mobile Emissions Catalysts & President of Corporate Finance3yrsデータなしデータなし
Stefanie Wettberg
Senior Vice President of Investor Relations10yrsデータなしデータなし
Silke Wischeropp
General Counsel & Chief Compliance Officerless than a yearデータなしデータなし
Michael Stumpp
Managing Director of BASF Mexicana12.6yrsデータなしデータなし
Ralph Schweens
Executive Officer8yrsデータなしデータなし
3.1yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: BASの経営陣は 経験豊富 であると考えられます ( 3.1年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Kurt Bock
Independent Shareholder Representative Chairman of Supervisory Board5.9yrs€537.50kデータなし
Michael Vassiliadis
Employee Representative Member of the Supervisory Board21.8yrs€300.00kデータなし
Stefan Asenkerschbaumer
Independent Shareholder Representative Vice Chairman of the Supervisory Board4.1yrs€337.50kデータなし
Mark Garrett
Independent Supervisory Boardless than a yearデータなしデータなし
Tamara Weinert
Independent Shareholder Representative Member of Supervisory Board2.1yrs€275.00kデータなし
Alessandra Genco
Independent Shareholder Representative Member of the Supervisory Board4.1yrs€362.50kデータなし
Sinischa Horvat
Independent Employee Representative Vice Chairman of the Supervisory Board9yrs€325.00kデータなし
Tatjana Diether
Independent Employee Representative Member of the Supervisory Board8yrs€287.50kデータなし
Thomas Carell
Independent Shareholder Representative Member of Supervisory Board7yrs€212.50kデータなし
Andre Matta
Independent Employee Representative Member of the Supervisory Board4.1yrs€212.50kデータなし
Natalie Muhlenfeld
Independent Employee Representative Member of the Supervisory Board4.1yrs€200.00kデータなし
Peter Zaman
Independent Employee Representative Member of the Supervisory Board4.1yrs€200.00kデータなし
4.1yrs
平均在職期間
58yo
平均年齢

経験豊富なボード: BASの 取締役会 は 経験豊富 であると考えられます ( 4.1年の平均在任期間)。

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2026/05/28 23:05
終値2026/05/28 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
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

BASF SE 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。46

アナリスト機関
Konstantin WiechertBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Alfonso MariáteguiBanco de Sabadell. S.A.