Arkema（AKE）株式概要
アルケマS.A.は、ヨーロッパ、米国、カナダ、メキシコ、中国、香港、台湾、および国際的に特殊素材を製造・販売している。 詳細
AKE Community Fair Values
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Analyst Price Targets
Materials opportunity
ST
Fair Value from
CA$5.0769.0% 割安 内在価値ディスカウント
An Undervalued 3.3Moz Gold Project in Canada
Key takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.
Read full narrativeArkema S.A. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €63.05 |
| 52週高値 | €71.90 |
| 52週安値 | €48.30 |
| ベータ | 0.96 |
| 1ヶ月の変化 | 2.35% |
| 3ヶ月変化 | -2.78% |
| 1年変化 | -10.19% |
| 3年間の変化 | -26.22% |
| 5年間の変化 | -41.54% |
| IPOからの変化 | 95.50% |
最新ニュース
ナラティブ更新 • Apr 30
AKE: Battery Materials Expansion Will Support Future Rerating Potential
Arkema's analyst fair value estimate has moved slightly higher to about €81.56, reflecting analysts' updated assumptions on revenue growth, profit margins, and future P/E in light of recent upgrades, downgrades, and modest price target increases from several banks. Analyst Commentary Recent Street research on Arkema is mixed, but there is a clear cluster of more constructive calls that help frame how supportive analysts currently see the risk and reward around the stock.
ナラティブ更新 • Apr 15
AKE: Battery Expansion And Margin Execution Will Constrain Future Re Rating Potential
Arkema's fair value estimate has shifted from €44.00 to €50.00 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E multiples, in line with a recent series of higher price targets and rating changes across major research firms. Analyst Commentary Recent Street research on Arkema presents a mixed picture, with several higher price targets sitting alongside at least one downgrade and more restrained views on upside.ナラティブ更新 • Apr 01
AKE: Battery Capacity Push Will Face Execution Risk And Uncertain Earnings Trajectory
Analysts have nudged Arkema's average price target higher to around €60 to €65, citing recent target increases from several banks and mixed rating changes that reflect a more balanced view on growth, margins, and a higher assumed future P/E multiple. Analyst Commentary Recent research has given Arkema a more mixed backdrop, with some banks lifting price targets while others turn more cautious on the shares, despite keeping targets within a relatively tight €60 to €65 range.Recent updates
ナラティブ更新 • Apr 30
AKE: Battery Materials Expansion Will Support Future Rerating Potential
Arkema's analyst fair value estimate has moved slightly higher to about €81.56, reflecting analysts' updated assumptions on revenue growth, profit margins, and future P/E in light of recent upgrades, downgrades, and modest price target increases from several banks. Analyst Commentary Recent Street research on Arkema is mixed, but there is a clear cluster of more constructive calls that help frame how supportive analysts currently see the risk and reward around the stock.ナラティブ更新 • Apr 15
AKE: Battery Expansion And Margin Execution Will Constrain Future Re Rating Potential
Arkema's fair value estimate has shifted from €44.00 to €50.00 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E multiples, in line with a recent series of higher price targets and rating changes across major research firms. Analyst Commentary Recent Street research on Arkema presents a mixed picture, with several higher price targets sitting alongside at least one downgrade and more restrained views on upside.ナラティブ更新 • Apr 01
AKE: Battery Capacity Push Will Face Execution Risk And Uncertain Earnings Trajectory
Analysts have nudged Arkema's average price target higher to around €60 to €65, citing recent target increases from several banks and mixed rating changes that reflect a more balanced view on growth, margins, and a higher assumed future P/E multiple. Analyst Commentary Recent research has given Arkema a more mixed backdrop, with some banks lifting price targets while others turn more cautious on the shares, despite keeping targets within a relatively tight €60 to €65 range.
ナラティブ更新 • Mar 18
AKE: Battery Materials Expansion And Mixed Ratings Will Shape Future Rerating
Arkema's analyst price target has edged up by €0.13 to €61.88, reflecting a blend of higher fair value P/E assumptions and mixed rating actions from analysts who have recently adjusted targets between €60 and €65. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable assigning price targets in the €62 to €65 range, which supports the current blended target of €61.88 and signals confidence that Arkema can justify a slightly higher P/E than previously assumed.ナラティブ更新 • Mar 04
AKE: Battery Materials Expansion And Decarbonization Efforts Will Support Future Rerating
Our analyst price target for Arkema shifts from €65.06 to €61.88 as analysts factor in recent downgrades and lower external price targets, along with updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Arkema has been mixed, with both upgrades and downgrades sitting alongside reduced price targets.ナラティブ更新 • Feb 17
AKE: Battery Materials And Specialty Polymers Will Support Re Rating
Arkema's analyst price target has shifted from €85.00 to €80.00, as analysts factor in slightly softer assumptions on revenue growth, profit margins and future P/E, even as recent research updates include both an upgrade and a separate €5 adjustment to targets. Analyst Commentary Recent research on Arkema sends a mixed but broadly constructive signal, with the latest changes in price targets and ratings pointing to a more nuanced view of the company’s risk and reward profile.分析記事 • Feb 13
After Leaping 26% Arkema S.A. (EPA:AKE) Shares Are Not Flying Under The Radar
The Arkema S.A. ( EPA:AKE ) share price has done very well over the last month, posting an excellent gain of 26%. Not...ナラティブ更新 • Feb 03
AKE: Battery Expansion Will Face Tougher Sector Backdrop And Execution Risk
Analysts have trimmed their price target on Arkema by €5, reflecting softer revenue growth assumptions, a slightly lower future P/E multiple, and sector headwinds highlighted in recent research, while keeping fair value broadly unchanged. Analyst Commentary Recent research points to a more cautious tone around Arkema, with pricing assumptions and sector views putting some pressure on sentiment.ナラティブ更新 • Jan 20
AKE: Battery Materials Expansion Will Face Tougher Sector Backdrop And Execution Risk
Narrative update Analysts have trimmed their price target on Arkema by €3 to €44, reflecting a lower fair value estimate along with updated views on revenue growth, margins and a reduced future P/E multiple, following recent cautious research on European chemicals and ingredients groups. Analyst Commentary Street research on Arkema has turned more cautious, with bearish analysts trimming price targets and flagging risks around growth visibility and valuation.ナラティブ更新 • Jan 06
AKE: Battery Materials Push Will Support Re Rating Despite Sector Downgrade
Analysts have trimmed their fair value estimate for Arkema to €85 from €95. This reflects lower assumed revenue growth, a slightly softer profit margin profile, a higher discount rate and more conservative future P/E expectations following recent cuts to Street price targets and a sector downgrade.ナラティブ更新 • Dec 21
AKE: Battery Materials Push Will Confront Tougher Sector Backdrop Ahead
The analyst fair value estimate for Arkema has been reduced from EUR 56 to EUR 47 as analysts factor in a higher discount rate, weaker revenue growth expectations, softer profit margins, and a sector wide shift toward more favored industrial gases and specialty distributors. Analyst Commentary Recent Street research reflects a more cautious stance on Arkema, with several bearish analysts trimming price targets and, in at least one case, reducing their rating.ナラティブ更新 • Dec 07
AKE: Sustainability And Decarbonization Investments Will Drive Future Rerating Despite Recent Downgrade
Arkema's analyst price target has been trimmed by about EUR 1 to EUR 65.06 as analysts factor in slightly softer long term growth and margin expectations, alongside a wave of recent price target cuts and a fresh Underweight rating from the Street. Analyst Commentary Recent Street research presents a mixed picture for Arkema, with several price target cuts but divergent views on the company’s medium term execution and earnings power.ナラティブ更新 • Nov 23
AKE: Recent Downgrade Will Be Offset By Sustainability Actions And Emissions Reductions
Analysts have lowered the fair value estimate for Arkema from €70.63 to €66.06, citing cautious sector sentiment and a series of reduced price targets across the chemical industry. Analyst Commentary Analysts continue to reassess Arkema's prospects in response to both company-specific and broader sector developments.分析記事 • Nov 16
There May Be Reason For Hope In Arkema's (EPA:AKE) Disappointing Earnings
Arkema S.A.'s ( EPA:AKE ) stock was strong despite it releasing a soft earnings report last week. We think that...分析記事 • Nov 12
Arkema S.A. (EPA:AKE) Just Reported, And Analysts Assigned A €66.94 Price Target
Investors in Arkema S.A. ( EPA:AKE ) had a good week, as its shares rose 6.6% to close at €52.60 following the release...ナラティブ更新 • Nov 06
AKE: Operational Improvements And Sustainability Efforts Will Drive Future Upside
The consensus analyst price target for Arkema has been reduced notably in recent updates, with targets now ranging from EUR 55 to EUR 80. Analysts cite cautious expectations for revenue growth and refining profit margin assumptions as reasons for the adjustment.ナラティブ更新 • Oct 23
Analysts Revise Arkema Price Target Lower Amid Cautious Optimism and Recent Sustainability Initiatives
Arkema's analyst price target has been revised downward from €72.75 to €70.63. This change reflects recent analyst adjustments driven by lower growth and profit expectations.ナラティブ更新 • Oct 09
New Capacity And R&D Focus Will Accelerate Renewable Transition
Arkema's analyst price target has been revised downward from €76.06 to €72.75. This change reflects analysts' expectations for slower revenue growth and a higher discount rate, even though profit margins have seen slight improvement.ナラティブ更新 • Sep 25
New Capacity And R&D Focus Will Accelerate Renewable Transition
Analysts have trimmed Arkema’s price target to €76.06, reflecting heightened caution around 2025 guidance cuts, persistent margin pressure, and weaker end-market demand, despite some confidence in the company’s long-term positioning. Analyst Commentary Bearish analysts cite increased risk of significant 2025 guidance cuts, particularly ahead of Q2 results.分析記事 • Aug 27
Is It Too Late To Consider Buying Arkema S.A. (EPA:AKE)?
While Arkema S.A. ( EPA:AKE ) might not have the largest market cap around , it received a lot of attention from a...分析記事 • Aug 06
Arkema S.A. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Arkema S.A. ( EPA:AKE ) shareholders are probably feeling a little disappointed, since its shares fell 6.5% to €58.65...分析記事 • Jul 27
These 4 Measures Indicate That Arkema (EPA:AKE) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jul 05
Potential Upside For Arkema S.A. (EPA:AKE) Not Without Risk
There wouldn't be many who think Arkema S.A.'s ( EPA:AKE ) price-to-earnings (or "P/E") ratio of 15.1x is worth a...分析記事 • May 23
Arkema (EPA:AKE) Is Increasing Its Dividend To €3.60
Arkema S.A. ( EPA:AKE ) will increase its dividend from last year's comparable payment on the 28th of May to €3.60...
新しいナラティブ • Dec 05
Specialty Materials And Renewable Energy Initiatives Ignite Earnings Growth And Margin Expansion
Strategic projects and acquisitions aim to enhance Arkema's earnings growth and stability, leveraging mega trends in energy and healthcare.株主還元
| AKE | FR Chemicals | FR 市場 | |
|---|---|---|---|
| 7D | 1.8% | -4.0% | 0.5% |
| 1Y | -10.2% | -4.5% | 0.7% |
業界別リターン: AKE過去 1 年間で-4.5 % の収益を上げたFrench Chemicals業界を下回りました。
リターン対市場: AKEは、過去 1 年間で0.7 % のリターンを上げたFrench市場を下回りました。
価格変動
| AKE volatility | |
|---|---|
| AKE Average Weekly Movement | 5.4% |
| Chemicals Industry Average Movement | 6.0% |
| Market Average Movement | 5.4% |
| 10% most volatile stocks in FR Market | 10.7% |
| 10% least volatile stocks in FR Market | 2.9% |
安定した株価: AKE 、 French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: AKEの 週次ボラティリティ ( 5% ) 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 |
|---|---|---|---|
| 2003 | 20,700 | Thierry Le Henaff | www.arkema.com |
アルケマS A.は、欧州、米国、カナダ、メキシコ、中国、香港、台湾、および国際的に特殊素材を製造・販売している。同社は3つのセグメントで事業を展開している：アドヒーシブ・ソリューションズ、アドバンスド・マテリアルズ＆コーティング・ソリューションズ、中間体。アドヒーシブ・ソリューションズ部門は、建築、リフォーム、DIY、耐久消費財、包装・不織布用途のソリューションを提供し、シーリング材、タイル、床用接着剤、防水システムなど、企業や個人の建築活動に使用される技術や、自動車、繊維、艶出し、軟質・硬質包装、衛生市場などの産業で使用される技術を供給している。また、特殊ポリアミド、PVDF、ポリイミド、フッ素樹脂、PEKKなどの機能性ポリマーや、特殊界面活性剤、モレキュラーシーブ、有機過酸化物、チオケミカル、過酸化水素などを組み合わせた界面活性剤などの機能性添加剤も提供している。アドバンスマテリアルズ＆コーティングソリューションズ部門は、EU/USアクリル樹脂とコーティング樹脂からなるコーティングソリューション、サルトマー光硬化樹脂などのコーティング添加剤、コアテックスのレオロジー添加剤とスペシャリティを提供している。また、装飾用塗料、工業用塗料、接着剤、製紙、高吸水性樹脂、水処理、石油・ガス採掘、3Dプリンティング、エレクトロニクス市場向けのソリューションも提供している。中間体部門は、フッ素ガス、アジア・アクリル、建築、冷凍空調、自動車、塗料、水処理分野向けの工業用中間体化学品を提供している。アルケマS.A.は2003年に設立され、フランスのコロンブに本社を置いている。
Arkema S.A. 基礎のまとめ
| AKE 基礎統計学 | |
|---|---|
| 時価総額 | €4.77b |
| 収益（TTM） | €17.00m |
| 売上高(TTM) | €8.87b |
280.6x
PER（株価収益率0.5x
P/SレシオAKE は割高か？
公正価値と評価分析を参照収益と収入
| AKE 損益計算書（TTM） | |
|---|---|
| 収益 | €8.87b |
| 売上原価 | €7.31b |
| 売上総利益 | €1.56b |
| その他の費用 | €1.54b |
| 収益 | €17.00m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 30, 2026
| 一株当たり利益（EPS） | 0.22 |
| グロス・マージン | 17.55% |
| 純利益率 | 0.19% |
| 有利子負債／自己資本比率 | 59.9% |
AKE の長期的なパフォーマンスは？
過去の実績と比較を見る| Arkema 配当日 | |
|---|---|
| 配当落ち日 | May 25 2026 |
| 配当支払日 | May 27 2026 |
| 配当落ちまでの日数 | 13 days |
| 配当支払日までの日数 | 15 days |
AKE 配当は確実ですか？
AKE 配当履歴とベンチマークを見る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 | 2026/05/11 16:19 |
| 終値 | 2026/05/08 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 |
| |
| 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
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
Arkema S.A. 15 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。33
| アナリスト | 機関 |
|---|---|
| Gaurav Jain | Barclays |
| Katie Richards | Barclays |
| James Stewart | Barclays |