K+S（1SDF）株式概要K+Sアクティエンゲゼルシャフトは、その子会社とともに、ヨーロッパ、アメリカ、アジア、アフリカ、オセアニアにおいて、農業、工業、消費者、地域社会セクター向けのミネラル製品のサプライヤーとして事業を展開している。 詳細1SDF 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3/6過去の実績0/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より42.4%で取引されている 収益は年間132.77%増加すると予測されています リスク分析Italian市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る1SDF Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€13.5856.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b6b2016201920222025202620282031Revenue €3.8bEarnings €354.2mAdvancedSet Fair ValueView all narrativesK+S Aktiengesellschaft 競合他社Cementir HoldingSymbol: BIT:CEMMarket cap: €2.4bSOLSymbol: BIT:SOLMarket cap: €5.5bCaltagironeSymbol: BIT:CALTMarket cap: €1.1bZignago VetroSymbol: BIT:ZVMarket cap: €699.1m価格と性能株価の高値、安値、推移の概要K+S過去の株価現在の株価€13.5852週高値€18.6852週安値€10.58ベータ0.211ヶ月の変化-12.61%3ヶ月変化-21.41%1年変化-15.55%3年間の変化-14.64%5年間の変化17.63%IPOからの変化-23.84%最新ニュースReported Earnings • May 12First quarter 2026 earnings released: €0.88 loss per share (vs €0.48 profit in 1Q 2025)First quarter 2026 results: €0.88 loss per share (down from €0.48 profit in 1Q 2025). Revenue: €1.06b (up 10.0% from 1Q 2025). Net loss: €156.9m (down 284% from profit in 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 128 percentage points per year, which is a significant difference in performance.お知らせ • May 12K+S Aktiengesellschaft to Report Q1, 2027 Results on May 11, 2027K+S Aktiengesellschaft announced that they will report Q1, 2027 results on May 11, 2027Upcoming Dividend • May 06Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 13 May 2026. Payment date: 18 May 2026. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 0.4%. Lower than top quartile of Italian dividend payers (4.6%). Lower than average of industry peers (3.3%).お知らせ • Apr 03K+S Aktiengesellschaft, Annual General Meeting, May 12, 2026K+S Aktiengesellschaft, Annual General Meeting, May 12, 2026, at 10:00 W. Europe Standard Time.New Risk • Mar 19New 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 6.1% 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. This is currently the only risk that has been identified for the company.お知らせ • Mar 17K+S Aktiengesellschaft to Report Fiscal Year 2026 Results on Mar 11, 2027K+S Aktiengesellschaft announced that they will report fiscal year 2026 results at 7:00 AM, Central European Standard Time on Mar 11, 2027最新情報をもっと見るRecent updatesReported Earnings • May 12First quarter 2026 earnings released: €0.88 loss per share (vs €0.48 profit in 1Q 2025)First quarter 2026 results: €0.88 loss per share (down from €0.48 profit in 1Q 2025). Revenue: €1.06b (up 10.0% from 1Q 2025). Net loss: €156.9m (down 284% from profit in 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 128 percentage points per year, which is a significant difference in performance.お知らせ • May 12K+S Aktiengesellschaft to Report Q1, 2027 Results on May 11, 2027K+S Aktiengesellschaft announced that they will report Q1, 2027 results on May 11, 2027Upcoming Dividend • May 06Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 13 May 2026. Payment date: 18 May 2026. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 0.4%. Lower than top quartile of Italian dividend payers (4.6%). Lower than average of industry peers (3.3%).お知らせ • Apr 03K+S Aktiengesellschaft, Annual General Meeting, May 12, 2026K+S Aktiengesellschaft, Annual General Meeting, May 12, 2026, at 10:00 W. Europe Standard Time.New Risk • Mar 19New 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 6.1% 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. This is currently the only risk that has been identified for the company.お知らせ • Mar 17K+S Aktiengesellschaft to Report Fiscal Year 2026 Results on Mar 11, 2027K+S Aktiengesellschaft announced that they will report fiscal year 2026 results at 7:00 AM, Central European Standard Time on Mar 11, 2027Declared Dividend • Mar 15Dividend reduced to €0.07Dividend of €0.07 is 53% lower than last year. Ex-date: 13th May 2026 Payment date: 15th May 2026 Dividend yield will be 0.4%, which is lower than the industry average of 2.8%.お知らせ • Mar 13K+S Aktiengesellschaft announces Annual dividend, payable on May 15, 2026K+S Aktiengesellschaft announced Annual dividend of EUR 0.0700 per share payable on May 15, 2026, ex-date on May 13, 2026 and record date on May 14, 2026.Reported Earnings • Mar 12Full year 2025 earnings released: €6.01 loss per share (vs €0.37 loss in FY 2024)Full year 2025 results: €6.01 loss per share (further deteriorated from €0.37 loss in FY 2024). Revenue: €3.65b (flat on FY 2024). Net loss: €1.08b (loss widened €1.01b from FY 2024). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 131 percentage points per year, which is a significant difference in performance.お知らせ • Nov 17K+S Aktiengesellschaft to Report Q3, 2026 Results on Nov 10, 2026K+S Aktiengesellschaft announced that they will report Q3, 2026 results at 7:00 AM, Central European Standard Time on Nov 10, 2026Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: €0.013 (vs €0.15 loss in 3Q 2024)Third quarter 2025 results: EPS: €0.013 (up from €0.15 loss in 3Q 2024). Revenue: €879.1m (up 1.5% from 3Q 2024). Net income: €2.30m (up €28.7m from 3Q 2024). Profit margin: 0.3% (up from net loss in 3Q 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 114 percentage points per year, which is a significant difference in performance.お知らせ • Aug 15K+S Aktiengesellschaft to Report Q2, 2026 Results on Aug 12, 2026K+S Aktiengesellschaft announced that they will report Q2, 2026 results on Aug 12, 2026Reported Earnings • Aug 13Second quarter 2025 earnings released: €9.68 loss per share (vs €0.034 loss in 2Q 2024)Second quarter 2025 results: €9.68 loss per share (further deteriorated from €0.034 loss in 2Q 2024). Revenue: €871.2m (flat on 2Q 2024). Net loss: €1.73b (loss widened €1.73b from 2Q 2024). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.お知らせ • May 15K+S Aktiengesellschaft to Report Q1, 2026 Results on May 11, 2026K+S Aktiengesellschaft announced that they will report Q1, 2026 results on May 11, 2026Reported Earnings • May 14First quarter 2025 earnings released: EPS: €0.48 (vs €0.10 in 1Q 2024)First quarter 2025 results: EPS: €0.48 (up from €0.10 in 1Q 2024). Revenue: €964.7m (down 2.4% from 1Q 2024). Net income: €85.5m (up 360% from 1Q 2024). Profit margin: 8.9% (up from 1.9% in 1Q 2024). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.Upcoming Dividend • May 08Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 19 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Italian dividend payers (5.6%). Lower than average of industry peers (2.6%).Declared Dividend • Apr 07Dividend reduced to €0.15Dividend of €0.15 is 79% lower than last year. Ex-date: 15th May 2025 Payment date: 19th May 2025 Dividend yield will be 1.2%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (39% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Apr 03+ 1 more updateK+S Aktiengesellschaft, Annual General Meeting, May 14, 2025K+S Aktiengesellschaft, Annual General Meeting, May 14, 2025, at 10:00 W. Europe Standard Time.お知らせ • Mar 15K+S Aktiengesellschaft to Report Fiscal Year 2025 Results on Mar 12, 2026K+S Aktiengesellschaft announced that they will report fiscal year 2025 results on Mar 12, 2026Reported Earnings • Mar 13Full year 2024 earnings released: EPS: €1.12 (vs €1.12 in FY 2023)Full year 2024 results: EPS: €1.12 (down from €1.12 in FY 2023). Revenue: €3.65b (down 5.7% from FY 2023). Net loss: €66.8m (down 132% from profit in FY 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.4% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.New Risk • Jan 31New 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 5.6% 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 491% Cash payout ratio: 103% Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).New Risk • Nov 15New 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 491% Cash payout ratio: 103% Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).Reported Earnings • Nov 15Third quarter 2024 earnings released: €0.15 loss per share (vs €0.26 loss in 3Q 2023)Third quarter 2024 results: €0.15 loss per share (improved from €0.26 loss in 3Q 2023). Revenue: €866.2m (down 1.7% from 3Q 2023). Net loss: €26.4m (loss narrowed 45% from 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 7.8% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.お知らせ • Nov 15K+S Aktiengesellschaft to Report Q3, 2025 Results on Nov 11, 2025K+S Aktiengesellschaft announced that they will report Q3, 2025 results on Nov 11, 2025お知らせ • Oct 24+ 1 more updateK+S Group Announces CFO Changes, Effective June 1, 2025K+S Group(SDFG) appointed Jens Christian Keuthen, currently Head of Legal, Tax, Regulatory Affairs, and New Business Areas at K+S, as CFO. Company appointed Chief Financial Officer Christian Meyer as the Chairman of the Board. All new appointments are effective from June 1, 2025.Reported Earnings • Aug 15Second quarter 2024 earnings released: €0.034 loss per share (vs €0.24 loss in 2Q 2023)Second quarter 2024 results: €0.034 loss per share (improved from €0.24 loss in 2Q 2023). Revenue: €873.8m (up 5.8% from 2Q 2023). Net loss: €6.10m (loss narrowed 87% from 2Q 2023). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Aug 14K+S Aktiengesellschaft to Report Q2, 2025 Results on Aug 12, 2025K+S Aktiengesellschaft announced that they will report Q2, 2025 results on Aug 12, 2025お知らせ • May 14K+S Aktiengesellschaft to Report Q1, 2025 Results on May 13, 2025K+S Aktiengesellschaft announced that they will report Q1, 2025 results on May 13, 2025Reported Earnings • May 13First quarter 2024 earnings released: EPS: €0.10 (vs €1.38 in 1Q 2023)First quarter 2024 results: EPS: €0.10 (down from €1.38 in 1Q 2023). Revenue: €988.0m (down 17% from 1Q 2023). Net income: €18.6m (down 93% from 1Q 2023). Profit margin: 1.9% (down from 22% in 1Q 2023). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 12% per year.Declared Dividend • Mar 17Dividend of €0.70 announcedShareholders will receive a dividend of €0.70. Ex-date: 15th May 2024 Payment date: 17th May 2024 Dividend yield will be 5.3%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 65% over the next 3 years. Since a fall of 31% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.お知らせ • Mar 15K+S Aktiengesellschaft to Report Fiscal Year 2024 Results on Mar 13, 2025K+S Aktiengesellschaft announced that they will report fiscal year 2024 results on Mar 13, 2025Reported Earnings • Mar 15Full year 2023 earnings released: EPS: €1.12 (vs €7.88 in FY 2022)Full year 2023 results: EPS: €1.12 (down from €7.88 in FY 2022). Revenue: €3.87b (down 32% from FY 2022). Net income: €209.9m (down 86% from FY 2022). Profit margin: 5.4% (down from 27% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 5.7% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €13.77, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Chemicals industry in Europe. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.84 per share.お知らせ • Nov 24+ 1 more updateK+S Aktiengesellschaft to Report Q3, 2024 Results on Nov 14, 2024K+S Aktiengesellschaft announced that they will report Q3, 2024 results at 7:00 AM, Central European Standard Time on Nov 14, 2024Reported Earnings • Nov 15Third quarter 2023 earnings released: €0.25 loss per share (vs €1.48 profit in 3Q 2022)Third quarter 2023 results: €0.25 loss per share (down from €1.48 profit in 3Q 2022). Revenue: €880.8m (down 40% from 3Q 2022). Net loss: €47.6m (down 117% from profit in 3Q 2022). Revenue is expected to decline by 3.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Italy are expected to grow by 6.1%. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 15K+S Aktiengesellschaft to Report Q1, 2024 Results on May 13, 2024K+S Aktiengesellschaft announced that they will report Q1, 2024 results at 7:00 AM, Central European Standard Time on May 13, 2024Reported Earnings • Aug 13Second quarter 2023 earnings released: €0.24 loss per share (vs €1.94 profit in 2Q 2022)Second quarter 2023 results: €0.24 loss per share (down from €1.94 profit in 2Q 2022). Revenue: €825.8m (down 45% from 2Q 2022). Net loss: €45.3m (down 112% from profit in 2Q 2022). Revenue is expected to decline by 4.1% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Europe are expected to grow by 3.1%. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 11K+S Aktiengesellschaft to Report Q2, 2024 Results on Aug 14, 2024K+S Aktiengesellschaft announced that they will report Q2, 2024 results on Aug 14, 2024New Risk • Jul 20New 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 4.8% 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: Major Risk Earnings are forecast to decline by an average of 78% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (4.8% average weekly change). Profit margins are more than 30% lower than last year (26% net profit margin).Upcoming Dividend • May 04Upcoming dividend of €1.00 per share at 5.8% yieldEligible shareholders must have bought the stock before 11 May 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 5.8%. Within top quartile of Italian dividend payers (5.2%). Higher than average of industry peers (3.9%).Reported Earnings • Mar 16Full year 2022 earnings released: EPS: €7.88 (vs €11.35 in FY 2021)Full year 2022 results: EPS: €7.88 (down from €11.35 in FY 2021). Revenue: €5.68b (up 77% from FY 2021). Net income: €1.51b (down 31% from FY 2021). Profit margin: 27% (down from 68% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 6.9% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Europe are expected to grow by 2.6%. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 27K+S Aktiengesellschaft (XTRA:SDF) agreed to acquire 75% stake in Fertilizer business of Industrial Commodities Holdings (Pty) Ltd (ICH).K+S Aktiengesellschaft (XTRA:SDF) agreed to acquire 75% stake in Fertilizer business of Industrial Commodities Holdings (Pty) Ltd (ICH) on January 26, 2023. The new business will operate under the name Fertiva (Pty) Ltd. The balance of 25% of shares in Fertiva will be held by two former ICH shareholders, who will now be a part of the Fertiva management team. The closing of the transaction remains subject to the fulfillment of a number of conditions, including obtaining required regulatory approvals and is expected to close during the second quarter of 2023.お知らせ • Jan 22K+S Aktiengesellschaft Appoints Carin-Martina Tröltzsch as Member of the Board of Executive Directors, Effective March 15, 2023The Supervisory Board of K+S Aktiengesellschaft has appointed Dr. Carin-Martina Tröltzsch as a further member of the Board of Executive Directors of the Company. She will assume her position at K+S on March 15, 2023. Dr. Christian H. Meyer, who was already appointed as the new Chief Financial Officer by the Supervisory Board of the Company in February of last year, will also take up his position on March 15, 2023, and will be responsible for the management and further development of the finance area at K+S. Dr. Burkhard Lohr, Chairman of the Board of Executive Directors, had assumed this role on a transitional basis in recent months.お知らせ • Nov 13K+S Aktiengesellschaft to Report Q3, 2022 Results on Nov 14, 2023K+S Aktiengesellschaft announced that they will report Q3, 2022 results at 7:00 AM, Central European Standard Time on Nov 14, 2023Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: €1.93 (vs €0.78 in 2Q 2021)Second quarter 2022 results: EPS: €1.93 (up from €0.78 in 2Q 2021). Revenue: €1.51b (up 127% from 2Q 2021). Net income: €370.3m (up 147% from 2Q 2021). Profit margin: 25% (up from 23% in 2Q 2021). Over the next year, revenue is forecast to grow 16%, compared to a 14% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 12K+S Aktiengesellschaft to Report Q2, 2023 Results on Aug 10, 2023K+S Aktiengesellschaft announced that they will report Q2, 2023 results on Aug 10, 2023Reported Earnings • May 13First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €1.21b (up 65% from 1Q 2021). Net income: €310.9m (up 44% from 1Q 2021). Profit margin: 26% (down from 29% in 1Q 2021). Over the next year, revenue is forecast to grow 46%, compared to a 17% growth forecast for the industry in Italy.お知らせ • May 12K+S Aktiengesellschaft to Report Q1, 2023 Results on May 09, 2023K+S Aktiengesellschaft announced that they will report Q1, 2023 results on May 09, 2023Upcoming Dividend • May 06Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 13 May 2022. Payment date: 17 May 2022. Trailing yield: 0.6%. Lower than top quartile of Italian dividend payers (4.8%). Lower than average of industry peers (3.3%).Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to €32.67, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Chemicals industry in Europe. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €33.62 per share.Buying Opportunity • Mar 29Now 22% undervaluedOver the last 90 days, the stock is up 67%. The fair value is estimated to be €32.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 18% per annum over the last 3 years. The company has become profitable over the last year.Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to €27.62, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Chemicals industry in Europe. Total returns to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €33.10 per share.Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €11.36 (up from €9.88 loss in FY 2020). Revenue: €3.21b (up 32% from FY 2020). Net income: €2.17b (up €4.06b from FY 2020). Profit margin: 68% (up from net loss in FY 2020). The move to profitability was primarily driven by lower expenses. Revenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 28%, compared to a 12% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to €23.69, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 16x in the Chemicals industry in Europe. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.40 per share.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS €6.64 (vs €10.26 loss in 3Q 2020)Third quarter 2021 results: Revenue: €746.3m (down 9.2% from 3Q 2020). Net income: €1.27b (up €3.23b from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS €0.78 (vs €0.019 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €664.2m (up 13% from 2Q 2020). Net income: €149.9m (up €153.6m from 2Q 2020). Profit margin: 23% (up from net loss in 2Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.Reported Earnings • May 14First quarter 2021 earnings released: EPS €1.13 (vs €0.33 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €733.3m (up 13% from 1Q 2020). Net income: €215.7m (up €278.9m from 1Q 2020). Profit margin: 29% (up from net loss in 1Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Jan 04New 90-day high: €8.44The company is up 19% from its price of €7.10 on 06 October 2020. The Italian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.87 per share.Is New 90 Day High Low • Nov 27New 90-day high: €7.81The company is up 26% from its price of €6.19 on 28 August 2020. The Italian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.95 per share.Reported Earnings • Nov 13Third quarter 2020 earnings released: €10.26 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2020 results: Revenue: €821.7m (down 9.2% from 3Q 2019). Net loss: €1.96b (loss widened €1.91b from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 132% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 13Revenue misses expectationsRevenue missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 3.2% while the growth in Chemicals industry in Italy is expected to stay flat.Is New 90 Day High Low • Sep 22New 90-day low: €5.25The company is down 10.0% from its price of €5.85 on 24 June 2020. The Italian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.81 per share.株主還元1SDFIT ChemicalsIT 市場7D-4.8%2.9%3.4%1Y-15.5%27.9%25.2%株主還元を見る業界別リターン: 1SDF過去 1 年間で27.9 % の収益を上げたItalian Chemicals業界を下回りました。リターン対市場: 1SDFは、過去 1 年間で25.2 % のリターンを上げたItalian市場を下回りました。価格変動Is 1SDF's price volatile compared to industry and market?1SDF volatility1SDF Average Weekly Movement6.6%Chemicals Industry Average Movement4.8%Market Average Movement4.9%10% most volatile stocks in IT Market8.5%10% least volatile stocks in IT Market3.0%安定した株価: 1SDFの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1SDFの weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト188911,261Christian Meyerwww.kpluss.comK+S Aktiengesellschaftは、その子会社とともに、ヨーロッパ、アメリカ、アジア、アフリカ、オセアニアの農業、工業、消費者、地域社会セクター向けのミネラル製品のサプライヤーとして事業を展開している。穀物、トウモロコシ、米、大豆などの作物用の塩化カリウム、菜種やジャガイモなどマグネシウムや硫黄を必要とする作物、柑橘類、ブドウ、コーヒー、アーモンドの木、野菜など塩化物に敏感な作物に使用される特殊肥料を提供している；KALISOP、KORN-KALI、ROLL-KALI、PATENTKALI、ESTA、KIESERIT、GRANUAID、MAGNESIA-KAINIT、SOLUMOP、SOLUSOP、SOLUCMS、EPSO TOP、EPSO MICROTOP、EPSO COMBITOP、EPSO PROFITOP、EPSO BORTOPのブランドで、果物や野菜の潅水に使用する水溶性肥料を提供している。また、Alasal、APISAL、AXAL PRO、NUTRIKS、NUTRIKS KaliSel、KASA、k-DRILL、REGINET、SOLSELのブランド名で、溶融塩、塩化ナトリウム、天然岩塩、高純度真空塩、天然海塩、塩化カリウム、エプソムソルト、ペット・家畜用ミネラル、アルミリサイクル、農耕動物・野生動物用塩舐剤を提供している。さらに、SALDORO、Cérébos、Salinas d' Algrave、Vatelブランドのテーブルソルト、岩塩、海塩、真空塩、AXAL PROブランドの水処理用塩、REGESOFTブランドの食器用塩、除氷塩も提供している。さらに、廃棄物管理、輸送・物流サービスも提供している。K+S Aktiengesellschaftは1889年に設立され、ドイツのカッセルに本社を置いている。もっと見るK+S Aktiengesellschaft 基礎のまとめK+S の収益と売上を時価総額と比較するとどうか。1SDF 基礎統計学時価総額€2.45b収益（TTM）-€1.32b売上高(TTM)€3.74b0.7xP/Sレシオ-1.9xPER（株価収益率1SDF は割高か？公正価値と評価分析を参照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1SDF 損益計算書（TTM）収益€3.74b売上原価€5.04b売上総利益-€1.30bその他の費用€21.30m収益-€1.32b直近の収益報告Mar 31, 2026次回決算日Aug 12, 2026一株当たり利益（EPS）-7.36グロス・マージン-34.64%純利益率-35.21%有利子負債／自己資本比率10.5%1SDF 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0.5%現在の配当利回り-0.9511%配当性向View Valuation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2026/06/14 18:50終値2026/06/12 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K+S Aktiengesellschaft 14 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Stephen WilderAlliance Global PartnersKonstantin WiechertBaader Helvea Equity ResearchKnut WollerBaader Helvea Equity Research39 その他のアナリストを表示
Reported Earnings • May 12First quarter 2026 earnings released: €0.88 loss per share (vs €0.48 profit in 1Q 2025)First quarter 2026 results: €0.88 loss per share (down from €0.48 profit in 1Q 2025). Revenue: €1.06b (up 10.0% from 1Q 2025). Net loss: €156.9m (down 284% from profit in 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 128 percentage points per year, which is a significant difference in performance.
お知らせ • May 12K+S Aktiengesellschaft to Report Q1, 2027 Results on May 11, 2027K+S Aktiengesellschaft announced that they will report Q1, 2027 results on May 11, 2027
Upcoming Dividend • May 06Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 13 May 2026. Payment date: 18 May 2026. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 0.4%. Lower than top quartile of Italian dividend payers (4.6%). Lower than average of industry peers (3.3%).
お知らせ • Apr 03K+S Aktiengesellschaft, Annual General Meeting, May 12, 2026K+S Aktiengesellschaft, Annual General Meeting, May 12, 2026, at 10:00 W. Europe Standard Time.
New Risk • Mar 19New 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 6.1% 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. This is currently the only risk that has been identified for the company.
お知らせ • Mar 17K+S Aktiengesellschaft to Report Fiscal Year 2026 Results on Mar 11, 2027K+S Aktiengesellschaft announced that they will report fiscal year 2026 results at 7:00 AM, Central European Standard Time on Mar 11, 2027
Reported Earnings • May 12First quarter 2026 earnings released: €0.88 loss per share (vs €0.48 profit in 1Q 2025)First quarter 2026 results: €0.88 loss per share (down from €0.48 profit in 1Q 2025). Revenue: €1.06b (up 10.0% from 1Q 2025). Net loss: €156.9m (down 284% from profit in 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 128 percentage points per year, which is a significant difference in performance.
お知らせ • May 12K+S Aktiengesellschaft to Report Q1, 2027 Results on May 11, 2027K+S Aktiengesellschaft announced that they will report Q1, 2027 results on May 11, 2027
Upcoming Dividend • May 06Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 13 May 2026. Payment date: 18 May 2026. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 0.4%. Lower than top quartile of Italian dividend payers (4.6%). Lower than average of industry peers (3.3%).
お知らせ • Apr 03K+S Aktiengesellschaft, Annual General Meeting, May 12, 2026K+S Aktiengesellschaft, Annual General Meeting, May 12, 2026, at 10:00 W. Europe Standard Time.
New Risk • Mar 19New 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 6.1% 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. This is currently the only risk that has been identified for the company.
お知らせ • Mar 17K+S Aktiengesellschaft to Report Fiscal Year 2026 Results on Mar 11, 2027K+S Aktiengesellschaft announced that they will report fiscal year 2026 results at 7:00 AM, Central European Standard Time on Mar 11, 2027
Declared Dividend • Mar 15Dividend reduced to €0.07Dividend of €0.07 is 53% lower than last year. Ex-date: 13th May 2026 Payment date: 15th May 2026 Dividend yield will be 0.4%, which is lower than the industry average of 2.8%.
お知らせ • Mar 13K+S Aktiengesellschaft announces Annual dividend, payable on May 15, 2026K+S Aktiengesellschaft announced Annual dividend of EUR 0.0700 per share payable on May 15, 2026, ex-date on May 13, 2026 and record date on May 14, 2026.
Reported Earnings • Mar 12Full year 2025 earnings released: €6.01 loss per share (vs €0.37 loss in FY 2024)Full year 2025 results: €6.01 loss per share (further deteriorated from €0.37 loss in FY 2024). Revenue: €3.65b (flat on FY 2024). Net loss: €1.08b (loss widened €1.01b from FY 2024). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 131 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 17K+S Aktiengesellschaft to Report Q3, 2026 Results on Nov 10, 2026K+S Aktiengesellschaft announced that they will report Q3, 2026 results at 7:00 AM, Central European Standard Time on Nov 10, 2026
Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: €0.013 (vs €0.15 loss in 3Q 2024)Third quarter 2025 results: EPS: €0.013 (up from €0.15 loss in 3Q 2024). Revenue: €879.1m (up 1.5% from 3Q 2024). Net income: €2.30m (up €28.7m from 3Q 2024). Profit margin: 0.3% (up from net loss in 3Q 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 114 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 15K+S Aktiengesellschaft to Report Q2, 2026 Results on Aug 12, 2026K+S Aktiengesellschaft announced that they will report Q2, 2026 results on Aug 12, 2026
Reported Earnings • Aug 13Second quarter 2025 earnings released: €9.68 loss per share (vs €0.034 loss in 2Q 2024)Second quarter 2025 results: €9.68 loss per share (further deteriorated from €0.034 loss in 2Q 2024). Revenue: €871.2m (flat on 2Q 2024). Net loss: €1.73b (loss widened €1.73b from 2Q 2024). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.
お知らせ • May 15K+S Aktiengesellschaft to Report Q1, 2026 Results on May 11, 2026K+S Aktiengesellschaft announced that they will report Q1, 2026 results on May 11, 2026
Reported Earnings • May 14First quarter 2025 earnings released: EPS: €0.48 (vs €0.10 in 1Q 2024)First quarter 2025 results: EPS: €0.48 (up from €0.10 in 1Q 2024). Revenue: €964.7m (down 2.4% from 1Q 2024). Net income: €85.5m (up 360% from 1Q 2024). Profit margin: 8.9% (up from 1.9% in 1Q 2024). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • May 08Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 19 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Italian dividend payers (5.6%). Lower than average of industry peers (2.6%).
Declared Dividend • Apr 07Dividend reduced to €0.15Dividend of €0.15 is 79% lower than last year. Ex-date: 15th May 2025 Payment date: 19th May 2025 Dividend yield will be 1.2%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (39% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Apr 03+ 1 more updateK+S Aktiengesellschaft, Annual General Meeting, May 14, 2025K+S Aktiengesellschaft, Annual General Meeting, May 14, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Mar 15K+S Aktiengesellschaft to Report Fiscal Year 2025 Results on Mar 12, 2026K+S Aktiengesellschaft announced that they will report fiscal year 2025 results on Mar 12, 2026
Reported Earnings • Mar 13Full year 2024 earnings released: EPS: €1.12 (vs €1.12 in FY 2023)Full year 2024 results: EPS: €1.12 (down from €1.12 in FY 2023). Revenue: €3.65b (down 5.7% from FY 2023). Net loss: €66.8m (down 132% from profit in FY 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.4% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
New Risk • Jan 31New 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 5.6% 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 491% Cash payout ratio: 103% Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
New Risk • Nov 15New 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 491% Cash payout ratio: 103% Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
Reported Earnings • Nov 15Third quarter 2024 earnings released: €0.15 loss per share (vs €0.26 loss in 3Q 2023)Third quarter 2024 results: €0.15 loss per share (improved from €0.26 loss in 3Q 2023). Revenue: €866.2m (down 1.7% from 3Q 2023). Net loss: €26.4m (loss narrowed 45% from 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 7.8% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 15K+S Aktiengesellschaft to Report Q3, 2025 Results on Nov 11, 2025K+S Aktiengesellschaft announced that they will report Q3, 2025 results on Nov 11, 2025
お知らせ • Oct 24+ 1 more updateK+S Group Announces CFO Changes, Effective June 1, 2025K+S Group(SDFG) appointed Jens Christian Keuthen, currently Head of Legal, Tax, Regulatory Affairs, and New Business Areas at K+S, as CFO. Company appointed Chief Financial Officer Christian Meyer as the Chairman of the Board. All new appointments are effective from June 1, 2025.
Reported Earnings • Aug 15Second quarter 2024 earnings released: €0.034 loss per share (vs €0.24 loss in 2Q 2023)Second quarter 2024 results: €0.034 loss per share (improved from €0.24 loss in 2Q 2023). Revenue: €873.8m (up 5.8% from 2Q 2023). Net loss: €6.10m (loss narrowed 87% from 2Q 2023). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Aug 14K+S Aktiengesellschaft to Report Q2, 2025 Results on Aug 12, 2025K+S Aktiengesellschaft announced that they will report Q2, 2025 results on Aug 12, 2025
お知らせ • May 14K+S Aktiengesellschaft to Report Q1, 2025 Results on May 13, 2025K+S Aktiengesellschaft announced that they will report Q1, 2025 results on May 13, 2025
Reported Earnings • May 13First quarter 2024 earnings released: EPS: €0.10 (vs €1.38 in 1Q 2023)First quarter 2024 results: EPS: €0.10 (down from €1.38 in 1Q 2023). Revenue: €988.0m (down 17% from 1Q 2023). Net income: €18.6m (down 93% from 1Q 2023). Profit margin: 1.9% (down from 22% in 1Q 2023). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 12% per year.
Declared Dividend • Mar 17Dividend of €0.70 announcedShareholders will receive a dividend of €0.70. Ex-date: 15th May 2024 Payment date: 17th May 2024 Dividend yield will be 5.3%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 65% over the next 3 years. Since a fall of 31% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
お知らせ • Mar 15K+S Aktiengesellschaft to Report Fiscal Year 2024 Results on Mar 13, 2025K+S Aktiengesellschaft announced that they will report fiscal year 2024 results on Mar 13, 2025
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: €1.12 (vs €7.88 in FY 2022)Full year 2023 results: EPS: €1.12 (down from €7.88 in FY 2022). Revenue: €3.87b (down 32% from FY 2022). Net income: €209.9m (down 86% from FY 2022). Profit margin: 5.4% (down from 27% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 5.7% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €13.77, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Chemicals industry in Europe. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.84 per share.
お知らせ • Nov 24+ 1 more updateK+S Aktiengesellschaft to Report Q3, 2024 Results on Nov 14, 2024K+S Aktiengesellschaft announced that they will report Q3, 2024 results at 7:00 AM, Central European Standard Time on Nov 14, 2024
Reported Earnings • Nov 15Third quarter 2023 earnings released: €0.25 loss per share (vs €1.48 profit in 3Q 2022)Third quarter 2023 results: €0.25 loss per share (down from €1.48 profit in 3Q 2022). Revenue: €880.8m (down 40% from 3Q 2022). Net loss: €47.6m (down 117% from profit in 3Q 2022). Revenue is expected to decline by 3.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Italy are expected to grow by 6.1%. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 15K+S Aktiengesellschaft to Report Q1, 2024 Results on May 13, 2024K+S Aktiengesellschaft announced that they will report Q1, 2024 results at 7:00 AM, Central European Standard Time on May 13, 2024
Reported Earnings • Aug 13Second quarter 2023 earnings released: €0.24 loss per share (vs €1.94 profit in 2Q 2022)Second quarter 2023 results: €0.24 loss per share (down from €1.94 profit in 2Q 2022). Revenue: €825.8m (down 45% from 2Q 2022). Net loss: €45.3m (down 112% from profit in 2Q 2022). Revenue is expected to decline by 4.1% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Europe are expected to grow by 3.1%. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 11K+S Aktiengesellschaft to Report Q2, 2024 Results on Aug 14, 2024K+S Aktiengesellschaft announced that they will report Q2, 2024 results on Aug 14, 2024
New Risk • Jul 20New 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 4.8% 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: Major Risk Earnings are forecast to decline by an average of 78% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (4.8% average weekly change). Profit margins are more than 30% lower than last year (26% net profit margin).
Upcoming Dividend • May 04Upcoming dividend of €1.00 per share at 5.8% yieldEligible shareholders must have bought the stock before 11 May 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 5.8%. Within top quartile of Italian dividend payers (5.2%). Higher than average of industry peers (3.9%).
Reported Earnings • Mar 16Full year 2022 earnings released: EPS: €7.88 (vs €11.35 in FY 2021)Full year 2022 results: EPS: €7.88 (down from €11.35 in FY 2021). Revenue: €5.68b (up 77% from FY 2021). Net income: €1.51b (down 31% from FY 2021). Profit margin: 27% (down from 68% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 6.9% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Europe are expected to grow by 2.6%. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 27K+S Aktiengesellschaft (XTRA:SDF) agreed to acquire 75% stake in Fertilizer business of Industrial Commodities Holdings (Pty) Ltd (ICH).K+S Aktiengesellschaft (XTRA:SDF) agreed to acquire 75% stake in Fertilizer business of Industrial Commodities Holdings (Pty) Ltd (ICH) on January 26, 2023. The new business will operate under the name Fertiva (Pty) Ltd. The balance of 25% of shares in Fertiva will be held by two former ICH shareholders, who will now be a part of the Fertiva management team. The closing of the transaction remains subject to the fulfillment of a number of conditions, including obtaining required regulatory approvals and is expected to close during the second quarter of 2023.
お知らせ • Jan 22K+S Aktiengesellschaft Appoints Carin-Martina Tröltzsch as Member of the Board of Executive Directors, Effective March 15, 2023The Supervisory Board of K+S Aktiengesellschaft has appointed Dr. Carin-Martina Tröltzsch as a further member of the Board of Executive Directors of the Company. She will assume her position at K+S on March 15, 2023. Dr. Christian H. Meyer, who was already appointed as the new Chief Financial Officer by the Supervisory Board of the Company in February of last year, will also take up his position on March 15, 2023, and will be responsible for the management and further development of the finance area at K+S. Dr. Burkhard Lohr, Chairman of the Board of Executive Directors, had assumed this role on a transitional basis in recent months.
お知らせ • Nov 13K+S Aktiengesellschaft to Report Q3, 2022 Results on Nov 14, 2023K+S Aktiengesellschaft announced that they will report Q3, 2022 results at 7:00 AM, Central European Standard Time on Nov 14, 2023
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: €1.93 (vs €0.78 in 2Q 2021)Second quarter 2022 results: EPS: €1.93 (up from €0.78 in 2Q 2021). Revenue: €1.51b (up 127% from 2Q 2021). Net income: €370.3m (up 147% from 2Q 2021). Profit margin: 25% (up from 23% in 2Q 2021). Over the next year, revenue is forecast to grow 16%, compared to a 14% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 12K+S Aktiengesellschaft to Report Q2, 2023 Results on Aug 10, 2023K+S Aktiengesellschaft announced that they will report Q2, 2023 results on Aug 10, 2023
Reported Earnings • May 13First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €1.21b (up 65% from 1Q 2021). Net income: €310.9m (up 44% from 1Q 2021). Profit margin: 26% (down from 29% in 1Q 2021). Over the next year, revenue is forecast to grow 46%, compared to a 17% growth forecast for the industry in Italy.
お知らせ • May 12K+S Aktiengesellschaft to Report Q1, 2023 Results on May 09, 2023K+S Aktiengesellschaft announced that they will report Q1, 2023 results on May 09, 2023
Upcoming Dividend • May 06Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 13 May 2022. Payment date: 17 May 2022. Trailing yield: 0.6%. Lower than top quartile of Italian dividend payers (4.8%). Lower than average of industry peers (3.3%).
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to €32.67, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Chemicals industry in Europe. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €33.62 per share.
Buying Opportunity • Mar 29Now 22% undervaluedOver the last 90 days, the stock is up 67%. The fair value is estimated to be €32.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 18% per annum over the last 3 years. The company has become profitable over the last year.
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to €27.62, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Chemicals industry in Europe. Total returns to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €33.10 per share.
Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €11.36 (up from €9.88 loss in FY 2020). Revenue: €3.21b (up 32% from FY 2020). Net income: €2.17b (up €4.06b from FY 2020). Profit margin: 68% (up from net loss in FY 2020). The move to profitability was primarily driven by lower expenses. Revenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 28%, compared to a 12% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to €23.69, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 16x in the Chemicals industry in Europe. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.40 per share.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS €6.64 (vs €10.26 loss in 3Q 2020)Third quarter 2021 results: Revenue: €746.3m (down 9.2% from 3Q 2020). Net income: €1.27b (up €3.23b from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS €0.78 (vs €0.019 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €664.2m (up 13% from 2Q 2020). Net income: €149.9m (up €153.6m from 2Q 2020). Profit margin: 23% (up from net loss in 2Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 14First quarter 2021 earnings released: EPS €1.13 (vs €0.33 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €733.3m (up 13% from 1Q 2020). Net income: €215.7m (up €278.9m from 1Q 2020). Profit margin: 29% (up from net loss in 1Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Jan 04New 90-day high: €8.44The company is up 19% from its price of €7.10 on 06 October 2020. The Italian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.87 per share.
Is New 90 Day High Low • Nov 27New 90-day high: €7.81The company is up 26% from its price of €6.19 on 28 August 2020. The Italian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.95 per share.
Reported Earnings • Nov 13Third quarter 2020 earnings released: €10.26 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2020 results: Revenue: €821.7m (down 9.2% from 3Q 2019). Net loss: €1.96b (loss widened €1.91b from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 132% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 13Revenue misses expectationsRevenue missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 3.2% while the growth in Chemicals industry in Italy is expected to stay flat.
Is New 90 Day High Low • Sep 22New 90-day low: €5.25The company is down 10.0% from its price of €5.85 on 24 June 2020. The Italian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.81 per share.
