DSM-Firmenich（DSFIR）株式概要
DSM-Firmenich AGは、スイス、オランダ、その他のヨーロッパ諸国、中東・アフリカ、北米、中南米、中国、その他のアジア諸国において、栄養、健康、美容に関するソリューションを提供している。 詳細
DSFIR Community Fair Values
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Analyst Price Targets
DSM-Firmenich AG 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €93.70 |
| 52週高値 | €95.00 |
| 52週安値 | €55.22 |
| ベータ | 0.56 |
| 1ヶ月の変化 | 9.36% |
| 3ヶ月変化 | 40.31% |
| 1年変化 | 13.49% |
| 3年間の変化 | 6.54% |
| 5年間の変化 | n/a |
| IPOからの変化 | -20.43% |
最新ニュース
分析記事 • 2h
We Think That There Are More Issues For DSM-Firmenich (AMS:DSFIR) Than Just Sluggish Earnings
DSM-Firmenich AG's ( AMS:DSFIR ) stock showed strength, with investors undeterred by its weak earnings report. We think...
ナラティブ更新 • Aug 05
DSFIR: Elevated Multiple And Margin Uncertainty Will Pressure Future Share Buyback Support
DSM-Firmenich's analyst price target has moved from €60.56 to €67.00, with analysts pointing to higher assumed revenue growth, a slightly lower discount rate, and a higher future P/E multiple as they refresh their views following several upward price target revisions across the Street. Analyst Commentary Recent research on DSM-Firmenich shows a wide spread of views on the stock, with price targets ranging from the mid €60s through to above €100.
ナラティブ更新 • Jul 22
DSFIR: Share Repurchase Program Will Drive Bullish Re Rating Potential
The analyst price target for DSM-Firmenich has been raised from €103 to about €115. Analysts point to slightly higher assumed revenue growth, a modestly stronger profit margin profile, and a higher future P/E assumption as key drivers of the revised valuation.ナラティブ更新 • Jul 08
DSFIR: Share Buyback And Dual Listing Will Drive Re Rating Potential
The analyst price target for DSM-Firmenich has been revised to €103.00 from €98.68, with analysts pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, along with a series of recent price target changes across the Street ranging from €60 to €99. Analyst Commentary Recent research on DSM-Firmenich shows a wide range of views, but there is a clear group of bullish analysts who see room for the stock to move closer to the upper end of current target ranges.Recent updates
分析記事 • 2h
We Think That There Are More Issues For DSM-Firmenich (AMS:DSFIR) Than Just Sluggish Earnings
DSM-Firmenich AG's ( AMS:DSFIR ) stock showed strength, with investors undeterred by its weak earnings report. We think...ナラティブ更新 • Aug 05
DSFIR: Elevated Multiple And Margin Uncertainty Will Pressure Future Share Buyback Support
DSM-Firmenich's analyst price target has moved from €60.56 to €67.00, with analysts pointing to higher assumed revenue growth, a slightly lower discount rate, and a higher future P/E multiple as they refresh their views following several upward price target revisions across the Street. Analyst Commentary Recent research on DSM-Firmenich shows a wide spread of views on the stock, with price targets ranging from the mid €60s through to above €100.ナラティブ更新 • Jul 22
DSFIR: Share Repurchase Program Will Drive Bullish Re Rating Potential
The analyst price target for DSM-Firmenich has been raised from €103 to about €115. Analysts point to slightly higher assumed revenue growth, a modestly stronger profit margin profile, and a higher future P/E assumption as key drivers of the revised valuation.ナラティブ更新 • Jul 08
DSFIR: Share Buyback And Dual Listing Will Drive Re Rating Potential
The analyst price target for DSM-Firmenich has been revised to €103.00 from €98.68, with analysts pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, along with a series of recent price target changes across the Street ranging from €60 to €99. Analyst Commentary Recent research on DSM-Firmenich shows a wide range of views, but there is a clear group of bullish analysts who see room for the stock to move closer to the upper end of current target ranges.
ナラティブ更新 • Jun 24
DSFIR: Share Buyback And New Listing Plan Will Shape Future Re Rating
The updated analyst price target for DSM-Firmenich now sits at €79.37, a marginal adjustment from €79.82. This reflects a blend of more cautious discounting and slightly revised assumptions on revenue growth, profitability, and future P/E as analysts react to recent mixed target changes across the Street.ナラティブ更新 • Jun 08
DSFIR: Share Buyback And Dual Listing Will Support Re Rating
Analysts have adjusted the DSM-Firmenich price target to reflect a slightly higher fair value, moving from about €98.08 to around €98.68, as recent research points to revised assumptions on revenue growth, profit margins and future P/E. This comes against a mixed backdrop of price target changes across the Street, including moves between €60 and €87.ナラティブ更新 • May 24
DSFIR: Reset Profitability Expectations Will Pressure Future Margin Resilience
Analysts have reduced the DSM-Firmenich fair value estimate to about €60.56, down from €67.00. This change reflects a series of lower price targets from several banks, along with more cautious assumptions for growth, margins and valuation multiples.ナラティブ更新 • May 09
DSFIR: Share Buyback Plan Will Support Re Rating Despite Mixed Earnings Views
DSM-Firmenich's updated analyst price target moves from €100.84 to €98.08, as analysts factor in slightly higher revenue growth and profit margin assumptions, along with a marginally higher discount rate and a lower future P/E, echoing recent mixed revisions across the Street. Analyst Commentary Recent research shows a mix of price target cuts and one later upward revision, which points to differing views on how quickly DSM-Firmenich can execute on its plans and how the current valuation lines up with earnings expectations.ナラティブ更新 • Apr 21
DSFIR: Share Buyback And Execution Discipline Will Support Future Re Rating
The analyst price target for DSM-Firmenich has been trimmed by around €2 to €79.82, reflecting analysts' recalibrated fair value assumptions after several recent target cuts and rating changes across the Street. Analyst Commentary Recent research updates on DSM-Firmenich point to a more cautious stance on valuation, with several firms revising price targets and ratings while still highlighting selective areas of support for the equity story.ナラティブ更新 • Apr 06
DSFIR: Share Buyback Plan Will Support Re Rating Despite Earnings Headwinds
The analyst price target for DSM-Firmenich is now more closely aligned with the recent Street range, moving from about €146 to roughly €101 as analysts factor in lower target prices, a slightly higher discount rate, and a more conservative future P/E multiple, despite updated revenue growth assumptions. Analyst Commentary Recent Street research on DSM-Firmenich centers on lower price targets and ratings changes, with analysts reassessing assumptions around earnings, consumer demand, and currency effects.ナラティブ更新 • Mar 23
DSFIR: Share Buyback And Market Share Defense Will Support Future Re Rating
DSM-Firmenich's analyst price target has been reduced by around €1.70 to €81.60, reflecting a series of recent target cuts and downgrades from banks as analysts factor in softer earnings expectations and a slightly lower profit margin outlook. Analyst Commentary Recent research updates show a clear reset in expectations for DSM-Firmenich, with several banks cutting price targets and some shifting to more neutral ratings as they reassess earnings power and valuation.ナラティブ更新 • Mar 09
DSFIR: Market Share Defense Will Offset Softer U.S. Demand And Currency Headwinds
We trim our fair value estimate for DSM-Firmenich to €83.30 from €96.62, reflecting a lower blended price target as analysts factor in softer U.S. consumer confidence, currency headwinds, and more muted medium term growth expectations, despite still supportive views from some houses. Analyst Commentary Recent Street research on DSM-Firmenich points to a more cautious stance on the shares, with several price target cuts and rating changes feeding into the reduced fair value estimate.ナラティブ更新 • Feb 22
DSFIR: Softer U.S. Demand And Full Valuation Will Shape Future Margin Resilience
Analysts have trimmed their fair value estimate for DSM-Firmenich to €67 from €70, reflecting lower price targets and more cautious earnings assumptions tied to softer U.S. consumer confidence, currency headwinds, and what they describe as a full valuation with limited EBITDA growth visibility into 2026. Analyst Commentary Recent Street research has turned more cautious on DSM-Firmenich, with several bearish analysts trimming price targets and moving to more neutral stances.ナラティブ更新 • Feb 08
DSFIR: Chinese Competition And Commoditization Risks Will Shape Future Margin Resilience
Analysts have reduced their fair value estimate for DSM-Firmenich to €70.00 from €71.89, reflecting lower price targets and more cautious views on growth potential and competitive pressures highlighted in recent research updates. Analyst Commentary Recent research has turned more cautious, with several bearish analysts trimming price targets and, in some cases, downgrading their stance on DSM-Firmenich.ナラティブ更新 • Jan 25
DSFIR: Market Share Defense Will Counter Rising European Commoditization Risk
The analyst fair value estimate for DSM-Firmenich has been reduced from €100.20 to €96.62, as analysts factor in lower assumed revenue growth and profit margins, slightly higher discount rates, and recent Street research highlighting full valuation, limited EBITDA growth prospects in 2026, and rising commoditization risks in European consumer ingredients. Analyst Commentary Recent Street research on DSM-Firmenich points to a more balanced view of the shares, with several firms trimming price targets and some shifting to more neutral stances.ナラティブ更新 • Jan 10
DSFIR: Market Share Defense Will Offset European Commoditization And Chinese Pricing Pressures
We have trimmed our fair value estimate for DSM-Firmenich from €102.00 to €100.20, reflecting analysts' lower price targets, slightly higher discount rate assumptions, and more cautious profit margin expectations, even as they factor in revised longer term revenue growth and P/E inputs. Analyst Commentary Recent Street research on DSM-Firmenich has turned more mixed, with several firms trimming price targets and shifting ratings as they reassess upside versus execution risks.ナラティブ更新 • Dec 14
DSFIR Commoditization And Chinese Competition Will Shape Future Margin Resilience Narrative
Analysts have reduced their average price target for DSM-Firmenich by roughly EUR 15, reflecting heightened concern over commoditization risks in European consumer ingredients, as well as intensifying competitive and pricing pressures from China. Analyst Commentary Bearish analysts have increasingly framed the recent wave of price target cuts as a reassessment of DSM-Firmenich's near term earnings power, with lower expectations for margin resilience in consumer ingredients.ナラティブ更新 • Nov 29
DSFIR: Market Share Defense Will Overcome Mounting European Competition Risks
Analysts have reduced their price targets for DSM-Firmenich by notable amounts, with recent estimates moving downward. Concerns about increased competition and pricing pressure are weighing on sentiment.分析記事 • Nov 26
DSM-Firmenich AG's (AMS:DSFIR) Shareholders Might Be Looking For Exit
When close to half the companies in the Chemicals industry in the Netherlands have price-to-sales ratios (or "P/S...ナラティブ更新 • Nov 15
DSFIR: Competitive Risks Will Ease As European Pricing Pressure Moderates
The analyst fair value target for DSM-Firmenich has been lowered from €105.70 to €102.00. Analysts cite concerns about increased commoditization risks, competitive pressure, and adjustments to growth and profitability outlooks.ナラティブ更新 • Nov 01
DSFIR: Resilient Consumer Health Demand Will Drive Performance Amid Pricing Pressure
Analysts have reduced their price target for DSM-Firmenich from €108.45 to €105.70. They cite slightly lower revenue growth expectations and modest adjustments to valuation assumptions as the reasons for this change.分析記事 • Oct 19
Is It Time To Consider Buying DSM-Firmenich AG (AMS:DSFIR)?
Today we're going to take a look at the well-established DSM-Firmenich AG ( AMS:DSFIR ). The company's stock received a...ナラティブ更新 • Oct 18
Health And Bio-Based Trends Will Drive Future Success
The fair value estimate for DSM-Firmenich has been slightly reduced from €108.95 to €108.45. This change reflects updated analyst projections citing modest adjustments to revenue growth and profit margin expectations.ナラティブ更新 • Oct 04
Health And Bio-Based Trends Will Drive Future Success
Analysts have lowered their price target for DSM-Firmenich from €114.65 to €108.95. They cite reduced expectations for revenue growth and a higher discount rate, despite a marginal improvement in profit margins and future valuation metrics.分析記事 • Sep 28
DSM-Firmenich (AMS:DSFIR) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...ナラティブ更新 • Sep 19
Health And Bio-Based Trends Will Drive Future Success
Consensus price targets for DSM-Firmenich have been revised downward due to persistent earnings headwinds, weaker-than-expected Nutrition demand, and margin pressures from currency and input costs, partially offset by confidence in long-term synergies and portfolio optimization, resulting in a new fair value of €114.65 (down from €117.70). Analyst Commentary Bearish analysts point to persistent earnings headwinds and industry-wide pricing pressure driving down near-term profitability.ナラティブ更新 • Sep 04
Health And Bio-Based Trends Will Drive Future Success
With both the future P/E ratio and consensus revenue growth forecasts remaining essentially unchanged, analysts have maintained DSM-Firmenich’s fair value estimate at €117.70. What's in the News DSM-Firmenich launched Lacteol® diarrhEase™ Kids, a top pediatrician-recommended postbiotic for children as young as six months, in the U.S. market.
新しいナラティブ • Feb 23
Focusing On Taste, Texture, And Health Will Strengthen Future Prospects
The merger of DSM and Firmenich focuses on high-growth segments, enhancing revenue through synergies and achieving significant earnings improvements.株主還元
| DSFIR | NL Chemicals | NL 市場 | |
|---|---|---|---|
| 7D | 0.6% | 1.8% | 2.2% |
| 1Y | 13.5% | 11.4% | 42.8% |
業界別リターン: DSFIR過去 1 年間で11.4 % の収益を上げたDutch Chemicals業界を上回りました。
リターン対市場: DSFIRは、過去 1 年間で42.8 % のリターンを上げたDutch市場を下回りました。
価格変動
| DSFIR volatility | |
|---|---|
| DSFIR Average Weekly Movement | 5.7% |
| Chemicals Industry Average Movement | 4.4% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in NL Market | 8.0% |
| 10% least volatile stocks in NL Market | 2.3% |
安定した株価: DSFIR 、 Dutch市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: DSFIRの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1902 | 20,786 | Dimitri de Vreeze | www.dsm-firmenich.com |
DSM-Firmenich AGはスイス、オランダ、その他のヨーロッパ、中東・アフリカ、北米、中南米、中国、その他のアジアで栄養、健康、美容のソリューションを提供している。同社は4つのセグメントで事業を展開している：パフューマリー＆ビューティー、テイスト＆テクスチャー＆ヘルス、ヘルス＆ニュートリション＆ケア、アニマルニュートリション＆ヘルス。パフューマリー＆ビューティーは、天然、合成、バイオテクノロジー原料を使用し、香りを創造する。嗜好・食感・健康部門は、フレーバー、天然エキス、糖質低減などの食品・飲料ソリューション、食品酵素、ハイドロコロイド、培養物、天然着色料、栄養成分、植物性タンパク質などを提供している。ヘルス・ニュートリション＆ケア部門は、早期栄養、栄養補助食品、医薬品、医療栄養、生物医学材料、栄養改善市場向けのソリューションを提供している。また、ビタミン、栄養脂質、ミネラル、カロテノイド、植物性栄養補助食品、消化酵素、ポストバイオティクス、プロバイオティクス、プレバイオティクス、医薬品有効成分、バイオメディカル・ソリューション、プレミックス、マーケットレディ、個別化栄養ソリューション、薬事・栄養分野における専門家サービスも提供している。動物栄養・健康部門は、動物用タンパク質、ビタミン、パフォーマンス・ソリューション、データ主導の精密サービスを提供している。同社は1902年に設立され、スイスのカイゼラウグストに本社を置いている。
DSM-Firmenich AG 基礎のまとめ
| DSFIR 基礎統計学 | |
|---|---|
| 時価総額 | €23.14b |
| 収益（TTM） | €324.00m |
| 売上高(TTM) | €9.06b |
71.4x
PER（株価収益率2.6x
P/SレシオDSFIR は割高か？
公正価値と評価分析を参照収益と収入
| DSFIR 損益計算書（TTM） | |
|---|---|
| 収益 | €9.06b |
| 売上原価 | €5.51b |
| 売上総利益 | €3.55b |
| その他の費用 | €3.22b |
| 収益 | €324.00m |
直近の収益報告
Jun 30, 2026
次回決算日
Feb 18, 2027
| 一株当たり利益（EPS） | 1.31 |
| グロス・マージン | 39.18% |
| 純利益率 | 3.58% |
| 有利子負債／自己資本比率 | 37.6% |
DSFIR の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.7%
現在の配当利回り195%
配当性向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 | 2026/08/06 05:54 |
| 終値 | 2026/08/06 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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
DSM-Firmenich AG 19 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。44
| アナリスト | 機関 |
|---|---|
| Jennifer Barker | Barclays |
| Alexander Sloane | Barclays |
| Sebastian Bray | Berenberg |