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Norsk Hydro ASAOB:NHY 株式レポート

時価総額 NOK 169.3b
株価
n/a
1Y35.0%
7D1.4%
1D-2.4%
ポートフォリオ価値
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Norsk Hydro ASA

OB:NHY 株式レポート

時価総額:NOK 169.3b

Norsk Hydro(NHY)株式概要

ノルスク・ハイドロ社(Norsk Hydro ASA)は、世界中で発電、ボーキサイト抽出、アルミナ精製、アルミニウム製錬、リサイクル事業に従事している。 詳細

NHY 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3/6
財務の健全性6/6
配当金4/6

NHY Community Fair Values

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Norsk Hydro ASA 競合他社

価格と性能

株価の高値、安値、推移の概要Norsk Hydro
過去の株価
現在の株価NOK 86.14
52週高値NOK 120.40
52週安値NOK 60.66
ベータ0.70
1ヶ月の変化-5.92%
3ヶ月変化-19.72%
1年変化34.97%
3年間の変化32.04%
5年間の変化46.55%
IPOからの変化205.46%

最新ニュース

分析記事 6h

Norsk Hydro ASA Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

As you might know, Norsk Hydro ASA ( OB:NHY ) recently reported its second-quarter numbers. Revenues were kr56b...
ナラティブ更新 Jul 16

NHY: Execution Risks And Slovalco Restart Will Likely Restrain Future Upside

Analysts have taken a slightly more cautious view on Norsk Hydro, trimming the fair value estimate and price targets. Several recent revisions in the NOK 93 to NOK 116 range factor in more moderate revenue growth assumptions, steady margins, and updated P/E expectations.

Recent updates

分析記事 6h

Norsk Hydro ASA Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

As you might know, Norsk Hydro ASA ( OB:NHY ) recently reported its second-quarter numbers. Revenues were kr56b...
ナラティブ更新 Jul 16

NHY: Execution Risks And Slovalco Restart Will Likely Restrain Future Upside

Analysts have taken a slightly more cautious view on Norsk Hydro, trimming the fair value estimate and price targets. Several recent revisions in the NOK 93 to NOK 116 range factor in more moderate revenue growth assumptions, steady margins, and updated P/E expectations.
ナラティブ更新 Jul 01

NHY: Future Execution Risks Will Likely Cap Aluminum Price Optimism

The updated analyst price target for Norsk Hydro reflects a lower fair value estimate of NOK 65.91, down from NOK 69.52, as analysts incorporate recent target cuts and rating changes while also acknowledging adjustments to projected growth, margins, and valuation multiples. Analyst Commentary Recent research updates on Norsk Hydro point to a more mixed backdrop, with several bearish analysts trimming price targets or cutting ratings, even as others maintain or raise their fair value views.
ナラティブ更新 Jun 16

NHY: Mixed Rating Shifts And Dividend Plans Will Shape Future Risk Reward

Analysts have lifted the fair value estimate for Norsk Hydro to NOK 108.29 from NOK 104.18, broadly in line with recent Street price target increases into the NOK 110 to NOK 120 range and reflecting updated assumptions around discount rates, profit margins and forward P/E multiples. Analyst Commentary Recent Street research on Norsk Hydro points to a mixed but relatively balanced view, with several price targets in the NOK 110 to NOK 120 range and a cluster of Hold or Neutral ratings around the current valuation.
ナラティブ更新 Jun 02

NHY: Future Aluminum Price Optimism Will Likely Outrun Earnings Delivery Risks

The analyst fair value estimate for Norsk Hydro has been revised from NOK 50.26 to NOK 69.52. Analysts cite a series of recent price target increases, upgrades and conviction list additions as they factor in updated expectations for revenue growth, profit margins and a higher future P/E multiple.
ナラティブ更新 May 16

NHY: Extrusion Restructuring And Dividend Policy Will Support Future Upside Re Rating

Analysts have trimmed their fair value estimate for Norsk Hydro to NOK 137.00 from about NOK 138.97. This reflects a mix of higher modeled revenue growth and profit margins, a slightly lower assumed future P/E, and recent mixed rating and price target changes across Citi, Goldman Sachs, JPMorgan, Morgan Stanley, Danske Bank, and others.
ナラティブ更新 May 02

NHY: Mixed Ratings And Restructuring Actions Will Shape Future Risk Reward Balance

The updated analyst price target for Norsk Hydro has moved higher to NOK 104.18 from NOK 82.63. This reflects a recalibration of expectations as analysts weigh recent mixed rating changes against revised assumptions for revenue growth, profit margins and future P/E levels.
ナラティブ更新 Apr 18

NHY: Extrusion Restructuring And Dividend Policy Will Support Future Re-Rating

Analysts have lifted the fair value estimate for Norsk Hydro from NOK 120 to about NOK 139. This reflects updated assumptions for higher revenue growth and profit margins, even as recent research shows a mix of upgraded price targets and fresh downgrades on concerns around downstream recovery and demand headwinds.
ナラティブ更新 Apr 03

NHY: Extrusion Restructuring And Dividend Will Support Higher Future Earnings Multiples

Norsk Hydro's updated fair value estimate moves to NOK 120 from NOK 110, as analysts factor in slightly higher assumed revenue growth, modestly stronger profit margins, a lower discount rate, and a higher future P/E multiple, supported by a recent series of price target increases and rating upgrades across the Street. Analyst Commentary Recent research on Norsk Hydro shows a mixed set of opinions, but there has been a clear cluster of more constructive views alongside the latest fair value update.
ナラティブ更新 Mar 20

NHY: Extrusion Restructuring And Dividend Plans Will Support Higher Future Earnings Multiples

Norsk Hydro’s analyst fair value estimate has been raised from NOK 102.0 to NOK 110.0, reflecting updated views on revenue growth, profit margins and forward P/E after a mix of recent target hikes and rating changes across the Street. Analyst Commentary Recent Street research on Norsk Hydro shows a split view, but with a clear cluster of bullish analysts lifting price targets and ratings as they reassess the company’s earnings power and valuation.
ナラティブ更新 Mar 06

NHY: Restructuring And Upstream Exposure Will Shape Balanced Returns Ahead

The updated analyst price target for Norsk Hydro moves to NOK 82.63 from NOK 79.25, with the change broadly supported by recent Street research. Several firms increased their NOK-based targets, while others flagged demand and downstream recovery risks.
ナラティブ更新 Feb 20

NHY: Extrusion Restructuring And Dividend Plans Will Support Future Earnings Multiples

Analysts have raised their fair value estimate for Norsk Hydro from NOK 99 to NOK 102. This reflects updated assumptions for revenue growth, margins and a lower future P/E, even as several recent broker downgrades highlight concerns around demand, currency and the pace of downstream recovery.
ナラティブ更新 Feb 06

NHY: Restructuring And Hydropower Expansion Will Support Higher Future Earnings Multiples

Norsk Hydro's analyst price target has moved up to NOK 99. Analysts point to updated assumptions for the discount rate, revenue trajectory, profit margins and future P/E expectations to support the new level.
ナラティブ更新 Jan 23

NHY: Restructuring And Hydropower Investment Will Shape Balanced Returns Ahead

Narrative Update Analysts have lifted their implied fair value estimate for Norsk Hydro from NOK 74.13 to NOK 79.25, reflecting higher Street price targets in the NOK 75 to NOK 99 range and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Street research on Norsk Hydro has leaned constructive in recent months, with several firms adjusting their price targets upward into the NOK 75 to NOK 99 range.
ナラティブ更新 Jan 09

NHY: Restructuring And Hydropower Expansion Are Expected To Support Higher Multiples

Narrative Update The analyst price target for Norsk Hydro has moved to NOK 99 from NOK 79. Analysts attribute this change to updated views on long-term fair value, margins and future P/E support, as reflected in recent target increases across the Street.
ナラティブ更新 Dec 25

NHY: Rising Aluminum Price Hopes Will Likely Prove Overly Optimistic

The analyst fair value estimate for Norsk Hydro has been raised from approximately NOK 46.0 to NOK 50.3. This change reflects analysts' upward revisions to price targets following continued Overweight and Outperform ratings, as well as a stronger outlook for profitability despite modestly weaker revenue growth assumptions. Analyst Commentary Recent research updates have generally reflected a constructive stance on Norsk Hydro, with multiple price target increases signalling confidence in the companys earnings resilience and balance sheet strength.
ナラティブ更新 Dec 11

NHY: Cost Cuts And Hydropower Expansion Will Drive Balanced Returns Ahead

Norsk Hydro's analyst fair value estimate has been lifted to about NOK 74 from roughly NOK 72, as analysts point to a series of recent price target hikes across major banks. These reflect slightly stronger profit margin expectations and more supportive forward valuation multiples, despite modestly weaker revenue growth assumptions.
ナラティブ更新 Nov 27

NHY: Cost Reductions And Power Investment Will Define Fair Performance Ahead

Norsk Hydro’s analyst price target has risen by NOK 2 to NOK 72.13, as analysts cite improved forecasts for fair value and revenue growth as the main drivers behind this update. Analyst Commentary Recent adjustments to Norsk Hydro’s price target reflect a mix of bullish optimism and cautious perspectives among market analysts.
分析記事 Nov 15

Subdued Growth No Barrier To Norsk Hydro ASA's (OB:NHY) Price

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Metals and Mining industry in Norway, you could...
ナラティブ更新 Nov 05

NHY: Future Cost Cuts and Margin Resilience Are Set to Shape Performance

The consensus analyst price target for Norsk Hydro has increased slightly from NOK 69 to approximately NOK 70.13. This change reflects updated expectations for the company's profit margins and ongoing positive sentiment from recent analyst reviews.
ナラティブ更新 Oct 22

Analysts Raise Norsk Hydro Price Targets Amid Cost Cuts and Improved Profit Outlook

The analyst fair value estimate for Norsk Hydro has increased from NOK 66.87 to NOK 69.00. This change reflects analysts' improved outlook following multiple recent upward price target revisions by major firms.
ナラティブ更新 Oct 08

Sustainable Metals Demand Will Transform Future Industry Landscape

The analyst price target for Norsk Hydro has increased modestly, with the consensus fair value estimate rising from NOK 65.93 to NOK 66.87. Analysts cite slightly improved profit margins and recent upward price target revisions despite lingering market uncertainty.
分析記事 Aug 08

Why The 30% Return On Capital At Norsk Hydro (OB:NHY) Should Have Your Attention

OB:NHY 1 Year Share Price vs Fair Value Explore Norsk Hydro's Fair Values from the Community and select yours To find a...
User avatar
新しいナラティブ Nov 13

Hydro's Renewable Pivot And Strategic Partnerships Power Greener Growth And Profitability

Execution of renewable projects and recycling focus positions Hydro for revenue growth by diversifying energy sources and capturing premium markets.

株主還元

NHYNO Metals and MiningNO 市場
7D1.4%3.1%3.1%
1Y35.0%60.6%17.5%

業界別リターン: NHY過去 1 年間で60.6 % の収益を上げたNorwegian Metals and Mining業界を下回りました。

リターン対市場: NHY過去 1 年間で17.5 % の収益を上げたNorwegian市場を上回りました。

価格変動

Is NHY's price volatile compared to industry and market?
NHY volatility
NHY Average Weekly Movement4.7%
Metals and Mining Industry Average Movement6.9%
Market Average Movement4.9%
10% most volatile stocks in NO Market10.3%
10% least volatile stocks in NO Market2.9%

安定した株価: NHY 、 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: NHYの 週次ボラティリティ ( 5% ) 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
190532,786Eivind Kallevikwww.hydro.com

ノルスク・ハイドロ社は、世界各地で発電、ボーキサイト採掘、アルミナ精製、アルミ製錬、リサイクルを行っている。同社は、ハイドロボーキサイト&アルミナ、ハイドロアルミニウムメタル、ハイドロメタルマーケッツ、ハイドロ押出製品、ハイドロエネルギーの各セグメントを通じて事業を展開している。ハイドロボーキサイト&アルミナ部門は、ボーキサイト採掘、アルミナ生産、およびアルミナ販売を中心とする関連商業活動を行っている。アルミ地金部門は、アルミニウムの一次生産鋳造活動に従事している。このセグメントでは主に押出鋳塊、鋳造用合金、板および標準鋳塊を提供している。ハイドロ・メタル・マーケット部門は、当社の一次金属工場からの製品を販売し、リサイクル業者を運営し、現物および金融金属を取引している。水力押出部門は、建築、自動車、暖房、換気空調部門向けに押出プロファイル、建築システム、精密管製品を提供し、リサイクル施設を運営している。ハイドロ・エネルギー部門は、ブラジルでの貿易・卸売事業、エネルギー調達事業、ノルウェーでの発電所運営、風力・太陽光などの再生可能エネルギー生産、電池材料、グリーン水素などに従事している。また、押出成形ソリューションも提供している。ノルスク・ハイドロ社は1905年に設立され、ノルウェーのオスロに本社を置いている。

Norsk Hydro ASA 基礎のまとめ

Norsk Hydro の収益と売上を時価総額と比較するとどうか。
NHY 基礎統計学
時価総額NOK 169.29b
収益(TTM)NOK 9.76b
売上高(TTM)NOK 204.64b
17.3x
PER(株価収益率
0.8x
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
NHY 損益計算書(TTM)
収益NOK 204.64b
売上原価NOK 128.81b
売上総利益NOK 75.83b
その他の費用NOK 66.07b
収益NOK 9.76b

直近の収益報告

Jun 30, 2026

次回決算日

Oct 23, 2026

一株当たり利益(EPS)4.97
グロス・マージン37.05%
純利益率4.77%
有利子負債/自己資本比率32.0%

NHY 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

3.5%
現在の配当利回り
60%
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2026/07/24 12:33
終値2026/07/24 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
  • 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

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

Norsk Hydro ASA 15 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。34

アナリスト機関
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Amos FletcherBarclays
Charlie ClarkBerenberg