View ValuationBrenntag 将来の成長Future 基準チェック /36Brenntag利益と収益がそれぞれ年間24.9%と2.8%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12.9% 24.9%なると予測されています。主要情報24.9%収益成長率24.87%EPS成長率Trade Distributors 収益成長13.3%収益成長率2.8%将来の株主資本利益率12.95%アナリストカバレッジGood最終更新日02 Jun 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 updatesValuation Update With 7 Day Price Move • May 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €57.66, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Trade Distributors industry in Europe. Total returns to shareholders of 3.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €109 per share.Declared Dividend • May 20Dividend reduced to €1.90Dividend of €1.90 is 9.5% lower than last year. Ex-date: 21st May 2026 Payment date: 25th May 2026 Dividend yield will be 3.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not covered by earnings (120% earnings payout ratio). However, it is well covered by cash flows (42% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 34% to bring the payout ratio under control. EPS is expected to grow by 107% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Upcoming Dividend • May 14Upcoming dividend of €1.90 per shareEligible shareholders must have bought the stock before 21 May 2026. Payment date: 25 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.1%. Lower than top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (2.4%).お知らせ • Apr 09Brenntag SE, Annual General Meeting, May 20, 2026Brenntag SE, Annual General Meeting, May 20, 2026, at 10:00 W. Europe Standard Time.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €56.56, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Total loss to shareholders of 5.7% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €107 per share.New Risk • Mar 15New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 104% Dividend yield: 3.9% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (60% net debt to equity). Dividend is not well covered by earnings (104% payout ratio). Profit margins are more than 30% lower than last year (1.8% net profit margin).Reported Earnings • Mar 13Full year 2025 earnings released: EPS: €1.83 (vs €3.71 in FY 2024)Full year 2025 results: EPS: €1.83 (down from €3.71 in FY 2024). Revenue: €15.2b (down 6.6% from FY 2024). Net income: €264.6m (down 51% from FY 2024). Profit margin: 1.7% (down from 3.3% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Trade Distributors industry in Europe.Declared Dividend • Mar 06Dividend reduced to €1.90Dividend of €1.90 is 9.5% lower than last year. Ex-date: 21st May 2026 Payment date: 25th May 2026 Dividend yield will be 4.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 05Brenntag SE announces Annual dividend, payable on May 25, 2026Brenntag SE announced Annual dividend of EUR 1.9000 per share payable on May 25, 2026, ex-date on May 21, 2026 and record date on May 22, 2026.New Risk • Feb 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Share price has been volatile over the past 3 months (5.2% average weekly change).お知らせ • Nov 19+ 2 more updatesBrenntag SE to Report Q1, 2026 Results on May 13, 2026Brenntag SE announced that they will report Q1, 2026 results on May 13, 2026Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: €0.78 (vs €0.82 in 3Q 2024)Third quarter 2025 results: EPS: €0.78 (down from €0.82 in 3Q 2024). Revenue: €3.72b (down 8.6% from 3Q 2024). Net income: €113.1m (down 4.3% from 3Q 2024). Profit margin: 3.0% (in line with 3Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Trade Distributors industry in Europe.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: €0.30 (vs €1.03 in 2Q 2024)Second quarter 2025 results: EPS: €0.30 (down from €1.03 in 2Q 2024). Revenue: €3.87b (down 7.3% from 2Q 2024). Net income: €42.9m (down 71% from 2Q 2024). Profit margin: 1.1% (down from 3.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Trade Distributors industry in Europe.Declared Dividend • May 21Dividend of €2.10 announcedShareholders will receive a dividend of €2.10. Ex-date: 23rd May 2025 Payment date: 27th May 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 11Brenntag SE, Annual General Meeting, May 22, 2025Brenntag SE, Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time.Declared Dividend • Mar 14Dividend of €2.10 announcedShareholders will receive a dividend of €2.10. Ex-date: 23rd May 2025 Payment date: 27th May 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Mar 13New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk High level of debt (45% net debt to equity).お知らせ • Mar 13Brenntag SE announces Annual dividend, payable on May 27, 2025Brenntag SE announced Annual dividend of EUR 2.1000 per share payable on May 27, 2025, ex-date on May 23, 2025 and record date on May 26, 2025.お知らせ • Aug 13Brenntag SE to Report Fiscal Year 2024 Final Results on Mar 12, 2025Brenntag SE announced that they will report fiscal year 2024 final results on Mar 12, 2025業績と収益の成長予測BIT:1BRE - 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12/31/202816,1776616149571212/31/202715,6415835979271312/31/202615,264493474780133/31/202614,762228657948N/A12/31/202515,172265674967N/A9/30/202515,649419670989N/A6/30/202516,000424585908N/A3/31/202516,307530569901N/A12/31/202416,237536564907N/A9/30/202416,1915456721,054N/A6/30/202416,2106038211,188N/A3/31/202416,2916401,0781,421N/A12/31/202316,8157151,3431,664N/A9/30/202317,6076821,2861,565N/A6/30/202318,6197531,2791,551N/A3/31/202319,4238531,0551,322N/A12/31/202219,429887690957N/A9/30/202218,737843421659N/A6/30/202217,374754221442N/A3/31/202215,783600135346N/A12/31/202114,383448189389N/A9/30/202113,221501435613N/A6/30/202112,364461684864N/A3/31/202111,7164509041,092N/A12/31/202011,7954671,0201,219N/A9/30/202012,0454659651,174N/A6/30/202012,4194757861,009N/A3/31/202012,851476704922N/A12/31/201912,822467N/A879N/A9/30/201912,829483N/A787N/A6/30/201912,796467N/A621N/A3/31/201912,757460N/A549N/A12/31/201812,550461N/A375N/A9/30/201812,288394N/A340N/A6/30/201811,959383N/A341N/A3/31/201811,745372N/A317N/A12/31/201711,743361N/A405N/A9/30/201711,502401N/A394N/A6/30/201711,229394N/A450N/A3/31/201710,892389N/A517N/A12/31/201610,498360N/A540N/A9/30/201610,337334N/A654N/A6/30/201610,325335N/A641N/A3/31/201610,352340N/A633N/A12/31/201510,346365N/A594N/A9/30/201510,384393N/A501N/A6/30/201510,364386N/A441N/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: 1BREの予測収益成長率 (年間24.9% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1BREの収益 ( 24.9% ) はItalian市場 ( 11.3% ) よりも速いペースで成長すると予測されています。高成長収益: 1BREの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 1BREの収益 ( 2.8% ) Italian市場 ( 5.8% ) よりも低い成長が予測されています。高い収益成長: 1BREの収益 ( 2.8% ) 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: 1BRE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 ( 12.9 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 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2026/06/09 11:39終値2026/06/09 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Brenntag SE 13 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。29 アナリスト機関Volker BosseBaader Helvea Equity ResearchGaurav JainBarclaysJames StewartBarclays26 その他のアナリストを表示
Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €57.66, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Trade Distributors industry in Europe. Total returns to shareholders of 3.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €109 per share.
Declared Dividend • May 20Dividend reduced to €1.90Dividend of €1.90 is 9.5% lower than last year. Ex-date: 21st May 2026 Payment date: 25th May 2026 Dividend yield will be 3.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not covered by earnings (120% earnings payout ratio). However, it is well covered by cash flows (42% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 34% to bring the payout ratio under control. EPS is expected to grow by 107% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Upcoming Dividend • May 14Upcoming dividend of €1.90 per shareEligible shareholders must have bought the stock before 21 May 2026. Payment date: 25 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.1%. Lower than top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (2.4%).
お知らせ • Apr 09Brenntag SE, Annual General Meeting, May 20, 2026Brenntag SE, Annual General Meeting, May 20, 2026, at 10:00 W. Europe Standard Time.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €56.56, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Total loss to shareholders of 5.7% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €107 per share.
New Risk • Mar 15New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 104% Dividend yield: 3.9% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (60% net debt to equity). Dividend is not well covered by earnings (104% payout ratio). Profit margins are more than 30% lower than last year (1.8% net profit margin).
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: €1.83 (vs €3.71 in FY 2024)Full year 2025 results: EPS: €1.83 (down from €3.71 in FY 2024). Revenue: €15.2b (down 6.6% from FY 2024). Net income: €264.6m (down 51% from FY 2024). Profit margin: 1.7% (down from 3.3% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Trade Distributors industry in Europe.
Declared Dividend • Mar 06Dividend reduced to €1.90Dividend of €1.90 is 9.5% lower than last year. Ex-date: 21st May 2026 Payment date: 25th May 2026 Dividend yield will be 4.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 05Brenntag SE announces Annual dividend, payable on May 25, 2026Brenntag SE announced Annual dividend of EUR 1.9000 per share payable on May 25, 2026, ex-date on May 21, 2026 and record date on May 22, 2026.
New Risk • Feb 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Share price has been volatile over the past 3 months (5.2% average weekly change).
お知らせ • Nov 19+ 2 more updatesBrenntag SE to Report Q1, 2026 Results on May 13, 2026Brenntag SE announced that they will report Q1, 2026 results on May 13, 2026
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: €0.78 (vs €0.82 in 3Q 2024)Third quarter 2025 results: EPS: €0.78 (down from €0.82 in 3Q 2024). Revenue: €3.72b (down 8.6% from 3Q 2024). Net income: €113.1m (down 4.3% from 3Q 2024). Profit margin: 3.0% (in line with 3Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Trade Distributors industry in Europe.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: €0.30 (vs €1.03 in 2Q 2024)Second quarter 2025 results: EPS: €0.30 (down from €1.03 in 2Q 2024). Revenue: €3.87b (down 7.3% from 2Q 2024). Net income: €42.9m (down 71% from 2Q 2024). Profit margin: 1.1% (down from 3.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Trade Distributors industry in Europe.
Declared Dividend • May 21Dividend of €2.10 announcedShareholders will receive a dividend of €2.10. Ex-date: 23rd May 2025 Payment date: 27th May 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 11Brenntag SE, Annual General Meeting, May 22, 2025Brenntag SE, Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time.
Declared Dividend • Mar 14Dividend of €2.10 announcedShareholders will receive a dividend of €2.10. Ex-date: 23rd May 2025 Payment date: 27th May 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Mar 13New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk High level of debt (45% net debt to equity).
お知らせ • Mar 13Brenntag SE announces Annual dividend, payable on May 27, 2025Brenntag SE announced Annual dividend of EUR 2.1000 per share payable on May 27, 2025, ex-date on May 23, 2025 and record date on May 26, 2025.
お知らせ • Aug 13Brenntag SE to Report Fiscal Year 2024 Final Results on Mar 12, 2025Brenntag SE announced that they will report fiscal year 2024 final results on Mar 12, 2025