Loading...
ELM logo

Elementis plcLSE:ELM 株式レポート

時価総額 UK£877.2m
株価
UK£1.53
UK£2
23.3% 割安 内在価値ディスカウント
1Y7.7%
7D4.1%
1D
ポートフォリオ価値
表示

Elementis plc

LSE:ELM 株式レポート

時価総額:UK£877.2m

Elementis(ELM)株式概要

Elementis plcは、英国、その他の欧州、北米、および国際的なスペシャリティケミカル企業として事業を展開している。 詳細

ELM ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長2/6
過去の実績4/6
財務の健全性6/6
配当金2/6

ELM Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Elementis plc 競合他社

価格と性能

株価の高値、安値、推移の概要Elementis
過去の株価
現在の株価UK£1.53
52週高値UK£1.80
52週安値UK£1.36
ベータ0.93
1ヶ月の変化0.13%
3ヶ月変化-9.13%
1年変化7.74%
3年間の変化42.91%
5年間の変化-3.59%
IPOからの変化24.55%

最新ニュース

ナラティブの更新 May 17

ELM: Refined Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their price target on Elementis to £2.00 from £2.05, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples. Analyst Commentary Bullish analysts continue to see upside in Elementis even after the price target revision to £2.00, pointing to what they view as an attractive entry point relative to their fair value work.
分析記事 Apr 01

We Think Elementis' (LON:ELM) Solid Earnings Are Understated

The stock was sluggish on the back of Elementis plc's ( LON:ELM ) recent earnings report. Our analysis suggests that...
ナラティブの更新 Mar 28

ELM: Slightly Higher Risk Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their Elementis price target to £2.00 from £2.05, citing slightly adjusted assumptions for fair value, discount rate, and forward P/E as the main drivers of the change. Analyst Commentary Bullish Takeaways Bullish analysts still see upside potential to £2.00, which implies room for share price appreciation if Elementis can deliver against current assumptions on fair value and P/E.

Recent updates

ナラティブの更新 May 17

ELM: Refined Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their price target on Elementis to £2.00 from £2.05, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples. Analyst Commentary Bullish analysts continue to see upside in Elementis even after the price target revision to £2.00, pointing to what they view as an attractive entry point relative to their fair value work.
分析記事 Apr 01

We Think Elementis' (LON:ELM) Solid Earnings Are Understated

The stock was sluggish on the back of Elementis plc's ( LON:ELM ) recent earnings report. Our analysis suggests that...
ナラティブの更新 Mar 28

ELM: Slightly Higher Risk Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their Elementis price target to £2.00 from £2.05, citing slightly adjusted assumptions for fair value, discount rate, and forward P/E as the main drivers of the change. Analyst Commentary Bullish Takeaways Bullish analysts still see upside potential to £2.00, which implies room for share price appreciation if Elementis can deliver against current assumptions on fair value and P/E.
ナラティブの更新 Mar 13

ELM: Resilient 2025 Guidance And Refinements To Risk Assumptions Will Support Upside

Analysts have adjusted their price target on Elementis to £2.00 from £2.05, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research reflects a slightly lower view of fair value for Elementis, with the price target adjusted to £2.00 from £2.05.
ナラティブの更新 Feb 21

ELM: Resilient 2025 Guidance Will Support An Undervalued Upside Case

Analysts have nudged their Elementis price target slightly higher to £1.99 from £1.99, reflecting updated fair value and discount rate assumptions while keeping revenue growth, margin expectations and future P/E estimates broadly unchanged. What's in the News Elementis issued earnings guidance for the year ending 31 December 2025, indicating that Group revenues are expected to be broadly in line with market consensus (Key Developments).
ナラティブの更新 Feb 06

ELM: Resilient 2025 Guidance Will Support A Stronger Undervalued Outlook

Analysts have nudged their price target on Elementis slightly higher to reflect modest adjustments in fair value, discount rate, revenue trajectory, profit margin expectations, and future P/E assumptions, leading to a small upward revision in their overall valuation range. What's in the News Elementis issued earnings guidance for the year ending 31 December 2025, giving investors a reference point for expectations.
分析記事 Jan 30

It's A Story Of Risk Vs Reward With Elementis plc (LON:ELM)

There wouldn't be many who think Elementis plc's ( LON:ELM ) price-to-sales (or "P/S") ratio of 1.7x is worth a mention...
ナラティブの更新 Jan 21

ELM: Slightly Higher Required Return Will Support A Stronger Undervalued Outlook

Analysts have slightly trimmed their price target on Elementis to reflect a marginal shift in fair value and discount rate assumptions, while keeping long term revenue, profit margin and future P/E expectations broadly intact. Valuation Changes Fair Value: nudged lower from 1.983948 to 1.982588, a very small adjustment to the modelled equity value.
ナラティブの更新 Jan 05

ELM: Modest Assumption Tweaks Will Support A Stronger Undervalued Outlook

Analysts have nudged their price target for Elementis slightly higher, to around £1.98 from about £1.98 previously. This reflects small adjustments to discount rate, revenue growth assumptions and future P/E expectations rather than any major change in their overall view.
分析記事 Dec 12

Calculating The Fair Value Of Elementis plc (LON:ELM)

Key Insights Elementis' estimated fair value is UK£1.75 based on 2 Stage Free Cash Flow to Equity Current share price...
ナラティブの更新 Dec 07

ELM: Profitability And Leadership Transition Will Support A Stronger Outlook

Analysts have raised their price target on Elementis by approximately 4 percent to reflect a modestly higher fair value estimate, a slightly increased discount rate, marginally weaker revenue growth expectations, and improved profit margin and future earnings multiple assumptions. What's in the News Chief Financial Officer Ralph Hewins will step down at the end of 2025 after nine years in the role, with a structured transition plan in place through March 2026 (company announcement) The Board has appointed Kath Kearney-Croft as CFO designate from November 3, ahead of her formal appointment as CFO and Board member on January 1, 2026 (company announcement) Kath Kearney-Croft joins Elementis from Learning Technologies Group, where she has served as CFO since 2021, bringing more than 20 years of senior finance experience across the UK and US (company announcement) Valuation Changes The fair value estimate has risen slightly from £1.90 to £1.98 per share, reflecting a modestly higher assessment of Elementis's intrinsic value.
分析記事 Oct 25

Why Elementis plc (LON:ELM) Could Be Worth Watching

Elementis plc ( LON:ELM ), might not be a large cap stock, but it received a lot of attention from a substantial price...
User avatar
新しいナラティブ Aug 11

Specialty Additives And Asia Expansion Will Unlock New Markets

Strategic focus on specialty additives, sustainability, and innovation enhances competitive positioning and supports revenue and margin growth through premium products.
分析記事 Aug 07

Elementis' (LON:ELM) Dividend Will Be $0.0097

The board of Elementis plc ( LON:ELM ) has announced that it will pay a dividend on the 26th of September, with...
分析記事 Jul 31

Estimating The Intrinsic Value Of Elementis plc (LON:ELM)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Elementis fair value estimate is UK£2.01 With UK£1.61 share...
分析記事 Jun 30

We Like These Underlying Return On Capital Trends At Elementis (LON:ELM)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Jun 12

Elementis plc's (LON:ELM) Shares Leap 25% Yet They're Still Not Telling The Full Story

Elementis plc ( LON:ELM ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
分析記事 Apr 29

Elementis (LON:ELM) Will Pay A Larger Dividend Than Last Year At $0.0228

Elementis plc's ( LON:ELM ) dividend will be increasing from last year's payment of the same period to $0.0228 on 30th...
分析記事 Apr 08

Slammed 25% Elementis plc (LON:ELM) Screens Well Here But There Might Be A Catch

Elementis plc ( LON:ELM ) shareholders won't be pleased to see that the share price has had a very rough month...
分析記事 Mar 13

Elementis (LON:ELM) Is Increasing Its Dividend To $0.0228

Elementis plc ( LON:ELM ) has announced that it will be increasing its dividend from last year's comparable payment on...
分析記事 Feb 22

Are Investors Undervaluing Elementis plc (LON:ELM) By 24%?

Key Insights Elementis' estimated fair value is UK£2.03 based on 2 Stage Free Cash Flow to Equity Current share price...
分析記事 Jan 09

Elementis (LON:ELM) Has More To Do To Multiply In Value Going Forward

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
分析記事 Sep 20

Here's What To Make Of Elementis' (LON:ELM) Decelerating Rates Of Return

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
分析記事 Jun 04

Should You Think About Buying Elementis plc (LON:ELM) Now?

While Elementis plc ( LON:ELM ) might not have the largest market cap around , it saw a decent share price growth of...
分析記事 Apr 25

It's Unlikely That Elementis plc's (LON:ELM) CEO Will See A Huge Pay Rise This Year

Key Insights Elementis to hold its Annual General Meeting on 30th of April Salary of US$1.02m is part of CEO Paul...
分析記事 Mar 16

Elementis (LON:ELM) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Elementis plc's ( LON:ELM ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
分析記事 Feb 17

Elementis plc (LON:ELM) Shares Could Be 47% Below Their Intrinsic Value Estimate

Key Insights Elementis' estimated fair value is UK£2.63 based on 2 Stage Free Cash Flow to Equity Current share price...
分析記事 Nov 06

At UK£1.24, Is It Time To Put Elementis plc (LON:ELM) On Your Watch List?

While Elementis plc ( LON:ELM ) might not be the most widely known stock at the moment, it saw a decent share price...
分析記事 Oct 19

Does Elementis (LON:ELM) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Sep 21

Are Investors Undervaluing Elementis plc (LON:ELM) By 45%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Elementis fair value estimate is UK£2.26 Elementis is...
分析記事 Jun 22

These 4 Measures Indicate That Elementis (LON:ELM) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Nov 13

Calculating The Fair Value Of Elementis plc (LON:ELM)

How far off is Elementis plc ( LON:ELM ) from its intrinsic value? Using the most recent financial data, we'll take a...

株主還元

ELMGB ChemicalsGB 市場
7D4.1%5.4%0.9%
1Y7.7%8.8%19.8%

業界別リターン: ELM過去 1 年間で8.8 % のリターンをもたらしたUK Chemicals業界と一致しました。

リターン対市場: ELMは、過去 1 年間で19.8 % のリターンを上げたUK市場を下回りました。

価格変動

Is ELM's price volatile compared to industry and market?
ELM volatility
ELM Average Weekly Movement4.3%
Chemicals Industry Average Movement8.0%
Market Average Movement5.8%
10% most volatile stocks in GB Market12.0%
10% least volatile stocks in GB Market3.1%

安定した株価: ELM 、 UK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: ELMの 週次ボラティリティ ( 4% ) 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
1884989Luc van Ravensteinwww.elementis.com

Elementis plc は特殊化学品会社として、英国、その他の欧州、北米、および国際的に事業を展開している。コーティング事業とパーソナルケア事業の2つの分野で事業を展開している。コーティング事業では、装飾用および工業用コーティング用のレオロジー改質剤および添加剤、エネルギー分野向けのパフォーマンスケミカルを製造している。建築・工業用塗料、接着剤、シーリング剤、建築用添加剤などの用途に製品を提供している。パーソナルケア事業では、パーソナルケアメーカー向けに、制汗剤(AP)デオドラント用有効成分を含むレオロジー改質剤および配合製品を提供している。このセグメントでは、制汗剤、スキンケア、カラー化粧品などの用途に製品を提供している。Elementis plcは1884年に設立され、英国ロンドンに本社を置いている。

Elementis plc 基礎のまとめ

Elementis の収益と売上を時価総額と比較するとどうか。
ELM 基礎統計学
時価総額UK£877.23m
収益(TTM)UK£46.38m
売上高(TTM)UK£444.86m
18.9x
PER(株価収益率
2.0x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
ELM 損益計算書(TTM)
収益US$597.50m
売上原価US$317.40m
売上総利益US$280.10m
その他の費用US$217.80m
収益US$62.30m

直近の収益報告

Dec 31, 2025

次回決算日

Jul 30, 2026

一株当たり利益(EPS)0.11
グロス・マージン46.88%
純利益率10.43%
有利子負債/自己資本比率36.7%

ELM の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

2.1%
現在の配当利回り
40%
配当性向

ELM 配当は確実ですか?

ELM 配当履歴とベンチマークを見る
ELM 、いつまでに購入すれば配当金を受け取れますか?
Elementis 配当日
配当落ち日Apr 30 2026
配当支払日May 29 2026
配当落ちまでの日数29 days
配当支払日までの日数0 days

ELM 配当は確実ですか?

ELM 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2026/05/27 17:00
終値2026/05/27 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

Elementis plc 6 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。22

アナリスト機関
Amy LianBarclays
Anil ShenoyBarclays
James KnightBarclays