IMCD N.V.

ENXTAM:IMCD 株式レポート

時価総額:€5.4b

IMCD 配当と自社株買い

配当金 基準チェック /46

IMCD配当を支払う会社であり、現在の利回りは1.98%で、収益によって十分にカバーされています。

主要情報

2.0%

配当利回り

0.1%

バイバック利回り

総株主利回り2.1%
将来の配当利回り2.4%
配当成長17.8%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向49%

最近の配当と自社株買いの更新

Recent updates

ナラティブの更新 May 14

IMCD: Margin Execution And Earnings Quality Should Support Future Re Rating

Narrative update on IMCD The updated analyst price target for IMCD moves to €148.67 from €144.05. This change reflects analysts' revised views on growth, profitability and P/E assumptions after recent target changes from major banks across the sector.
ナラティブの更新 Apr 29

IMCD: Margin Execution And Revenue Mix Should Support Future Re Rating

Analyst price targets for IMCD have edged lower, with recent cuts of €5 to €7 from several banks and a reset range between about €103 and €122. Analysts are factoring in a slightly higher discount rate, a lower assumed future P/E multiple and updated expectations for revenue growth and margins.
ナラティブの更新 Apr 15

IMCD: Dividend Cut And Lowered Expectations Will Pressure Future Returns

IMCD's updated analyst price target has edged lower by a few euros, with recent revisions between about €103 and €122. These reflect analysts' mixed adjustments to growth, margin and P/E assumptions.
ナラティブの更新 Mar 31

IMCD: Lower Dividend And Reset Expectations Will Set Up Future Upside

The Analyst Price Target for IMCD has shifted lower to €107.68 from €126.46, reflecting analysts' updated views on slightly softer revenue growth, thinner profit margins and a lower future P/E multiple, supported by a series of recent price target cuts and one upward revision across major banks. Analyst Commentary Recent research shows a mix of optimism and caution around IMCD, with several banks trimming price targets and one raising them, which helps explain why the average target has reset closer to current expectations.
ナラティブの更新 Mar 17

IMCD: Sector Caution And Dividend Reset Will Shape Future Expectations

Analysts have trimmed the IMCD price target, with recent revisions clustering around €100 to €122. This reflects updated views on sector conditions and modest adjustments to revenue growth, discount rate and profit margin assumptions.
ナラティブの更新 Mar 03

IMCD: Sector Caution And New Partnership Will Shape Future Expectations

The analyst fair value estimate for IMCD has been adjusted from €82.00 to €75.00. Analysts cite recent price target changes across major banks, along with more cautious assumptions on discount rates, revenue growth, and margins, as the key drivers of the updated view.
ナラティブの更新 Feb 17

IMCD: Distribution Expansion And CFO Transition Will Support Future Re Rating

Analysts have trimmed their price targets for IMCD by about €14, citing slightly higher discount rate assumptions, revised profit margin expectations, and recent cautious sector views. These developments are reflected in lower price targets and a downgrade to Equal Weight.
ナラティブの更新 Feb 03

IMCD: Cautious Sector Outlook And New Partnership Will Shape Expectations

Analysts have reduced their fair value estimate for IMCD from €107.00 to €82.00. This reflects a lower future P/E assumption and a slightly reduced profit margin outlook, in line with recent Street research that has turned more cautious on chemical distribution and related services.
ナラティブの更新 Jan 20

IMCD: Distribution Deal And CFO Transition Will Support Sector Re Rating

Analysts have lowered their price target on IMCD to about €170.50 from roughly €176.73, citing a reset in sector expectations following cautious views on chemical distribution and a shift in preferred names within European business services. Analyst Commentary Recent research has shifted IMCD to a more neutral stance within European business services, with the rating moved to Equal Weight and the price target set at €100 from €139.
分析記事 Jan 20

Is There An Opportunity With IMCD N.V.'s (AMS:IMCD) 50% Undervaluation?

Key Insights IMCD's estimated fair value is €148 based on 2 Stage Free Cash Flow to Equity Current share price of...
ナラティブの更新 Jan 06

IMCD: Share Pullback Will Set Up Upside Following New Outperform Coverage

Analysts have trimmed their fair value estimate for IMCD from €127.18 to €126.46, reflecting slightly softer assumptions for revenue growth and profit margin, even as some recent research, including new Outperform coverage, points to potential upside after the recent share pullback. Analyst Commentary Bullish Takeaways Bullish analysts view the recent share pullback as creating a more appealing entry point relative to their updated fair value and the new $72.50 price target.
ナラティブの更新 Dec 17

IMCD Will Likely Gain From New Distribution Deal And Leadership Transition

Analysts have trimmed their fair value estimate for IMCD to approximately €177 from about €182, reflecting slightly higher discount rate assumptions, more moderate revenue growth expectations, and a marginally lower future P/E, partially offset by a firmer margin outlook and recent supportive rating actions despite reduced price targets. Analyst Commentary Bullish analysts continue to frame IMCD as a quality compounder within the specialty chemicals distribution space, highlighting the recent share pullback as an opportunity rather than a sign of structural deterioration.
ナラティブの更新 Dec 03

IMCD: Share Pullback Will Offer Opportunity As New Outperform Ratings Emerge

The analyst price target for IMCD has been trimmed modestly from EUR 131.25 to about EUR 127.18, as analysts factor in slightly slower growth and margin assumptions, even as they highlight recent upgrades and new Outperform initiations as support for a still constructive outlook. Analyst Commentary Recent research updates point to a broadly constructive stance on IMCD, with most commentary emphasizing resilient fundamentals and an attractive entry point following the share price pullback, even as some valuation and macro risks are flagged.
分析記事 Nov 27

Some Shareholders Feeling Restless Over IMCD N.V.'s (AMS:IMCD) P/E Ratio

It's not a stretch to say that IMCD N.V.'s ( AMS:IMCD ) price-to-earnings (or "P/E") ratio of 17.6x right now seems...
ナラティブの更新 Nov 19

IMCD: Share Pullback Will Offer Opportunity As Revenue Momentum Builds

IMCD's analyst price target has been revised down from €138.04 to €131.25. Analysts cite moderate adjustments in fair value and market outlook, despite recent supportive coverage and an improved revenue growth forecast.
分析記事 Nov 12

Does IMCD (AMS:IMCD) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 Nov 04

IMCD: Share Price Pullback Will Offer Attractive Entry As Ratings Improve

The analyst fair value estimate for IMCD has been reduced from EUR 142.43 to EUR 138.04. Analysts cite more cautious assumptions on long-term revenue growth and profit margin forecasts following recent price target adjustments in Street research.
分析記事 Oct 28

At €93.80, Is IMCD N.V. (AMS:IMCD) Worth Looking At Closely?

IMCD N.V. ( AMS:IMCD ), might not be a large cap stock, but it saw significant share price movement during recent...
ナラティブの更新 Oct 21

Analyst Commentary Highlights Mixed Views on IMCD Amid Minor Valuation Adjustments

Analysts have slightly lowered their fair value estimate for IMCD by less than 1 percent to approximately €142.43. This reflects minor adjustments in growth expectations and recent Street research supporting a cautiously positive outlook, despite recent target downgrades.
分析記事 Oct 12

Returns On Capital At IMCD (AMS:IMCD) Have Hit The Brakes

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
ナラティブの更新 Oct 03

Digitalization And M&A Will Expand Pharma And Consumer Markets

IMCD's analyst price target has decreased moderately, from €145.43 to €143.00, as analysts factor in slightly lower expected growth and a reduced profit margin outlook in recent industry assessments. Analyst Commentary Analyst opinions on IMCD remain divided as recent price target changes and rating updates reflect a mix of optimism regarding potential growth and caution due to evolving sector dynamics.
ナラティブの更新 Sep 04

Digitalization And M&A Will Expand Pharma And Consumer Markets

Analysts cite attractive valuation, improved capital allocation, and stabilizing end markets as supportive, but near-term earnings uncertainty and ongoing macroeconomic headwinds have kept IMCD’s consensus price target unchanged at €145.43. Analyst Commentary Valuation now seen as attractive, with shares offering growth at a reasonable price.
分析記事 Sep 01

An Intrinsic Calculation For IMCD N.V. (AMS:IMCD) Suggests It's 44% Undervalued

Key Insights The projected fair value for IMCD is €170 based on 2 Stage Free Cash Flow to Equity IMCD is estimated to...
分析記事 Aug 04

We Think IMCD (AMS:IMCD) Can Stay On Top Of Its Debt

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

There's Reason For Concern Over IMCD N.V.'s (AMS:IMCD) Price

IMCD N.V.'s ( AMS:IMCD ) price-to-earnings (or "P/E") ratio of 23.9x might make it look like a sell right now compared...
分析記事 Jul 04

Return Trends At IMCD (AMS:IMCD) Aren't Appealing

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
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新しいナラティブ Nov 25

The Company'S Digital Upgrades And M&A Strategy Ignite Growth Potential Amid Challenges

Continued organic growth through commercial excellence and digital upgrades could boost future revenue and earnings.

決済の安定と成長

配当データの取得

安定した配当: IMCDの1株当たり配当金は過去10年間安定しています。

増加する配当: IMCDの配当金は過去10年間にわたって増加しています。


配当利回り対市場

IMCD 配当利回り対市場
IMCD 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (IMCD)2.0%
市場下位25% (NL)2.6%
市場トップ25% (NL)5.0%
業界平均 (Trade Distributors)2.4%
アナリスト予想 (IMCD) (最長3年)2.4%

注目すべき配当: IMCDの配当金 ( 1.98% ) はDutch市場の配当金支払者の下位 25% ( 2.62% ) と比べると目立ったものではありません。

高配当: IMCDの配当金 ( 1.98% ) はDutch市場の配当金支払者の上位 25% ( 4.96% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: IMCDの 配当性向 ( 49.1% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: IMCDの 現金配当性向 ( 35.4% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

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2026/05/22 09:26
終値2026/05/22 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

IMCD N.V. 12 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。23

アナリスト機関
Gaurav JainBarclays
James StewartBarclays
Anil ShenoyBarclays