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Elkem ASAOB:ELK 株式レポート

時価総額 NOK 10.4b
株価
NOK 29.68
NOK 31.34
5.3% 割安 内在価値ディスカウント
1Y53.4%
7D2.1%
ポートフォリオ価値
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Elkem ASA

OB:ELK 株式レポート

時価総額:NOK 10.4b

Elkem(ELK)株式概要

エルケムASAは、世界中で先進的な材料ソリューションを提供している。 詳細

ELK ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長4/6
過去の実績1/6
財務の健全性4/6
配当金0/6

ELK Community Fair Values

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Elkem ASA 競合他社

価格と性能

株価の高値、安値、推移の概要Elkem
過去の株価
現在の株価NOK 29.68
52週高値NOK 31.60
52週安値NOK 18.64
ベータ0.95
1ヶ月の変化3.06%
3ヶ月変化2.77%
1年変化53.39%
3年間の変化3.70%
5年間の変化1.09%
IPOからの変化6.76%

最新ニュース

ナラティブの更新 May 15

ELK: Equity Raise And Biocarbon Project Will Support Future Upside

Elkem's updated analyst price target has shifted from NOK 33.29 to NOK 31.34, reflecting analysts' refreshed assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Elkem has filed a follow on equity offering of NOK 299.999997 million, offering 11,111,111 ordinary shares at NOK 27 per share through a rights offering (Key Developments).
ナラティブの更新 Apr 25

ELK: New Three Division Structure And Workforce Cuts Will Support Upside

Analysts have made a small upward revision to Elkem's price target, moving it from NOK 33.14 to NOK 33.29. This reflects updated assumptions around revenue growth, profit margins and future P/E expectations.

Recent updates

ナラティブの更新 May 15

ELK: Equity Raise And Biocarbon Project Will Support Future Upside

Elkem's updated analyst price target has shifted from NOK 33.29 to NOK 31.34, reflecting analysts' refreshed assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Elkem has filed a follow on equity offering of NOK 299.999997 million, offering 11,111,111 ordinary shares at NOK 27 per share through a rights offering (Key Developments).
ナラティブの更新 Apr 25

ELK: New Three Division Structure And Workforce Cuts Will Support Upside

Analysts have made a small upward revision to Elkem's price target, moving it from NOK 33.14 to NOK 33.29. This reflects updated assumptions around revenue growth, profit margins and future P/E expectations.
ナラティブの更新 Apr 10

ELK: New Three Division Structure And Cost Cuts Will Drive Upside

The analyst price target for Elkem has moved slightly higher to NOK33.14 from NOK32.83, with analysts citing adjustments in the assumed discount rate, revenue growth, profit margin, and future P/E to support the change. What's in the News Elkem is introducing a new corporate structure with three divisions: Elkem Silicon, Elkem Foundry Alloys and Elkem Carbon.
ナラティブの更新 Mar 24

ELK: New Structure And Cost Cuts Will Support Future Upside

Analysts have kept their Elkem price target steady at NOK 32.83. They cite essentially unchanged assumptions for the discount rate, revenue growth, profit margin and future P/E as the basis for reaffirming their view.
ナラティブの更新 Mar 10

ELK: Safety Actions And Stable Earnings Assumptions Will Support Upside Potential

Analysts have kept their fair value estimate for Elkem unchanged at NOK 32.83, with only small tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E, which feed into an updated price target narrative. What's in the News An extraordinary general meeting on 9 March 2026 approved an amendment to Section 4 of Elkem ASA's articles of association, confirming share capital at NOK 1,505,514,210 divided into 301,102,842 shares with a nominal value of NOK 5 each (Key Developments).
ナラティブの更新 Feb 23

ELK: Safety Actions And Earnings Assumptions Will Shape A Balanced Outlook

The analyst price target for Elkem has been adjusted from NOK 31.85 to NOK 32.83. Analysts cite updated assumptions across the discount rate, revenue growth, profit margin and forward P/E as the key drivers behind this change.
ナラティブの更新 Feb 09

ELK: Safety Reforms After Saint Fons Incident Will Support Upbeat Outlook

Narrative Update on Elkem Analysts have kept their fair value estimate for Elkem steady at NOK 31.85. They explain the unchanged price target by slightly adjusting their assumptions for discount rate, revenue growth, profit margin and future P/E expectations, rather than changing their overall view of the company’s valuation.
ナラティブの更新 Jan 25

ELK: Safety Incident And Minor Assumption Shifts Will Shape Balanced Outlook

Analysts have raised their fair value estimate for Elkem to €31.85 from €31.80, citing small adjustments to the discount rate, revenue growth, profit margin and forward P/E assumptions. What's in the News On 22 December 2025, an explosion occurred at a pilot workshop at the Elkem Silicones site in Saint Fons, Lyon, France, resulting in one employee losing his life and three others being injured (company report).
ナラティブの更新 Jan 10

ELK: Medical Materials Push And Ferrosilicon Cuts Will Shape Balanced Outlook

Analysts now estimate Elkem's fair value at €31.80 per share, slightly higher than the previous estimate of €31.00, citing small adjustments to their discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Explosion at Elkem's Saint Fons silicones pilot workshop in Lyon on 22 December 2025 resulted in one fatality and three injuries, with management cooperating with local authorities and providing psychological support to employees (Key Developments).
ナラティブの更新 Dec 25

ELK: Medical Materials Expansion And Ferrosilicon Curtailments Will Shape Measured Outlook

Analysts have raised their price target on Elkem to NOK 31.00 from NOK 29.80, reflecting updated assumptions of a slightly lower discount rate but higher future earnings multiples, despite somewhat softer expectations for revenue growth and profit margins. What's in the News Elkem ASA launched SILBIONE LSR Select EC 70, a next generation medical grade liquid silicone rubber engineered for wearable and diagnostic devices, combining high electrical conductivity, certified biocompatibility and enhanced process control (company announcement).
ナラティブの更新 Dec 11

ELK: Medical Materials Expansion And Production Cuts Will Shape Balanced Outlook

Analysts have modestly raised their price target on Elkem to NOK 29.80, citing slightly lower perceived risk reflected in a reduced discount rate, while keeping growth, margin, and valuation assumptions broadly unchanged. What's in the News Elkem launched SILBIONE LSR Select EC 70, a next generation medical grade liquid silicone rubber designed for wearable and diagnostic devices, featuring high electrical conductivity, certified biocompatibility, and enhanced process control for precision healthcare applications (Key Developments).
ナラティブの更新 Nov 27

ELK: New Medical-Grade Product Launch and Market Risks Will Shape Outlook

Analysts have maintained Elkem's fair value price target at NOK 29.80, citing stable underlying financial metrics and a slightly reduced discount rate as the basis for their decision. What's in the News Elkem ASA launched SILBIONE LSR Select EC 70, a next-generation medical-grade liquid silicone rubber designed for wearable and diagnostic devices.
ナラティブの更新 Nov 13

ELK: Upcoming Medical Material Launch Will Support Increased Market Confidence

Narrative Update on Elkem: Analyst Price Target Revision Analysts have maintained their fair value estimate for Elkem at NOK 29.80. This reflects steady confidence in the company despite minor adjustments to key assumptions such as profit margin and growth projections.
ナラティブの更新 Oct 29

Medical-Grade Silicone Launch and Production Cuts Will Balance Future Prospects

Analysts have raised their price target for Elkem from NOK 29.32 to NOK 29.80. This change reflects minor adjustments to their expectations for growth, discount rates, and profit margins.
ナラティブの更新 Oct 15

Silicones Review And Carbon Capture R&D Will Improve Competitiveness

Elkem's analyst consensus price target has been raised from $27.92 to $29.32, reflecting analysts' expectations of slightly improved revenue growth and a lower discount rate that drives upward fair value adjustments. Valuation Changes The consensus analyst price target has increased from NOK 27.92 to NOK 29.32.
ナラティブの更新 Sep 25

Silicones Review And Carbon Capture R&D Will Improve Competitiveness

Elkem's slight improvement in net profit margin has supported an upward revision of the consensus analyst price target from NOK26.40 to NOK27.92. What's in the News Elkem and NTE signed a long-term power purchase agreement for 300 GWh/year renewable power delivery (2028-2037) in Norway’s NO4 area.
分析記事 Sep 20

Earnings Tell The Story For Elkem ASA (OB:ELK)

With a price-to-earnings (or "P/E") ratio of 23.4x Elkem ASA ( OB:ELK ) may be sending very bearish signals at the...
分析記事 Jul 09

Is Now The Time To Look At Buying Elkem ASA (OB:ELK)?

While Elkem ASA ( OB:ELK ) might not have the largest market cap around , it received a lot of attention from a...
分析記事 Jun 17

Does Elkem (OB:ELK) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 May 07

Shareholders Shouldn’t Be Too Comfortable With Elkem's (OB:ELK) Strong Earnings

Strong earnings weren't enough to please Elkem ASA's ( OB:ELK ) shareholders over the last week. We did some digging...
分析記事 Apr 29

Elkem (OB:ELK) Will Want To Turn Around Its Return Trends

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Mar 24

Is It Too Late To Consider Buying Elkem ASA (OB:ELK)?

Elkem ASA ( OB:ELK ), might not be a large cap stock, but it saw a significant share price rise of 36% in the past...
User avatar
新しいナラティブ Feb 09

Carbon Capture Initiatives Will Strengthen ESG Positioning And Brand Value

Expansion in China and targeted operational improvements aim to boost EBITDA, enhancing revenue and earnings growth.
分析記事 Feb 05

Investors Still Aren't Entirely Convinced By Elkem ASA's (OB:ELK) Revenues Despite 26% Price Jump

The Elkem ASA ( OB:ELK ) share price has done very well over the last month, posting an excellent gain of 26%. While...
分析記事 Jan 23

Here's Why Elkem (OB:ELK) Is Weighed Down By Its Debt Load

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 Dec 19

Market Still Lacking Some Conviction On Elkem ASA (OB:ELK)

You may think that with a price-to-sales (or "P/S") ratio of 0.3x Elkem ASA ( OB:ELK ) is definitely a stock worth...
分析記事 Nov 02

There May Be Reason For Hope In Elkem's (OB:ELK) Disappointing Earnings

Soft earnings didn't appear to concern Elkem ASA's ( OB:ELK ) shareholders over the last week. Our analysis suggests...
分析記事 Oct 27

Elkem ASA Just Missed EPS By 51%: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for Elkem ASA ( OB:ELK ), which a week ago released some disappointing...
分析記事 Sep 04

Little Excitement Around Elkem ASA's (OB:ELK) Revenues

You may think that with a price-to-sales (or "P/S") ratio of 0.4x Elkem ASA ( OB:ELK ) is definitely a stock worth...
分析記事 Aug 07

The Returns On Capital At Elkem (OB:ELK) Don't Inspire Confidence

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
分析記事 Jul 17

Elkem ASA Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Elkem ASA ( OB:ELK ) investors will be delighted, with the company turning in some strong numbers with its latest...
分析記事 Jun 11

These 4 Measures Indicate That Elkem (OB:ELK) Is Using Debt In A Risky Way

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 May 27

Elkem ASA's (OB:ELK) Revenues Are Not Doing Enough For Some Investors

Elkem ASA's ( OB:ELK ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a strong buy right now compared...
分析記事 May 11

Elkem ASA's (OB:ELK) Intrinsic Value Is Potentially 24% Below Its Share Price

Key Insights The projected fair value for Elkem is kr15.80 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 Apr 22

Analysts Have Made A Financial Statement On Elkem ASA's (OB:ELK) First-Quarter Report

Elkem ASA ( OB:ELK ) just released its latest first-quarter report and things are not looking great. It was a pretty...
分析記事 Apr 09

What Does Elkem ASA's (OB:ELK) Share Price Indicate?

Elkem ASA ( OB:ELK ), is not the largest company out there, but it saw a double-digit share price rise of over 10% in...
分析記事 Dec 15

Is Elkem (OB:ELK) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Oct 23

Why Elkem ASA (OB:ELK) Could Be Worth Watching

Elkem ASA ( OB:ELK ), might not be a large cap stock, but it saw significant share price movement during recent months...

株主還元

ELKNO ChemicalsNO 市場
7D2.1%0.6%3.2%
1Y53.4%29.8%22.9%

業界別リターン: ELK過去 1 年間で29.8 % の収益を上げたNorwegian Chemicals業界を上回りました。

リターン対市場: ELK過去 1 年間で22.9 % の収益を上げたNorwegian市場を上回りました。

価格変動

Is ELK's price volatile compared to industry and market?
ELK volatility
ELK Average Weekly Movement5.6%
Chemicals Industry Average Movement6.9%
Market Average Movement5.5%
10% most volatile stocks in NO Market12.2%
10% least volatile stocks in NO Market3.3%

安定した株価: ELK 、 Norwegian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: ELK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
19043,000Helge Aasenwww.elkem.com

Elkem ASA は、世界中で先進的な材料ソリューションの提供に従事している。シリコーン、シリコーン製品、カーボン・ソリューションの各セグメントを通じて事業を展開している。同社は、シリコーンオイル、コンパウンド、エマルジョン、グリース、樹脂などのシリコーンポリマー、クロロシラン、熱硬化ゴムシリコーン、液状シリコーンゴム、RTV-1およびRTV-2シリコーンなどを提供している。また、シリコン、シリコンパウダー/微粉化シリコン、シリカヒューム/マイクロシリカ、フェロシリコン、グレインリファイナーからなるシリコン系材料も提供している。さらに、プリコンディショナー、再炭化剤、コンディショナー、ノジュライザー、インサート、接種剤などの鋳造用合金、カーボン電極、炉用タッピング材、電極ペースト、ラミングペースト、プリベーク電極、炉用ライニング材などのカーボン系材料、ポリマー添加剤、油田・耐火物特殊製品も提供している。エレクトロニクス、航空宇宙、ヘルスケア、パーソナルケア、パッケージング、エアバッグコーティング、化学、アルミニウム、エレクトロニクス、自動車、特殊鋼、ソーラー、建設、耐火物、石油・ガス、合金鉄、シリコン、アルミニウム産業向けに製品を提供している。同社は1904年に設立され、ノルウェーのオスロに本社を置いている。エルケムASA はブルースター・エルケム・インターナショナル Co.S.A.

Elkem ASA 基礎のまとめ

Elkem の収益と売上を時価総額と比較するとどうか。
ELK 基礎統計学
時価総額NOK 10.43b
収益(TTM)NOK 331.00m
売上高(TTM)NOK 16.31b
31.5x
PER(株価収益率
0.6x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
ELK 損益計算書(TTM)
収益NOK 16.31b
売上原価NOK 7.95b
売上総利益NOK 8.35b
その他の費用NOK 8.02b
収益NOK 331.00m

直近の収益報告

Mar 31, 2026

次回決算日

Jul 10, 2026

一株当たり利益(EPS)0.94
グロス・マージン51.23%
純利益率2.03%
有利子負債/自己資本比率49.4%

ELK の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 03:08
終値2026/05/20 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
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

Elkem ASA 4 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。9

アナリスト機関
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