Beijer Ref（BEIJ B）株式概要
Beijer Ref AB (publish)は、その子会社とともに、商業用および産業用の冷凍、暖房、空調製品を世界中に提供している。 詳細
BEIJ B Community Fair Values
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Analyst Price Targets
Top Community Narratives
SEK 128.82
FV
1.8% 割高 内在価値ディスカウント6.50%
Revenue growth p.a.
53
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Beijer Ref AB (publ) 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | SEK 131.10 |
| 52週高値 | SEK 174.35 |
| 52週安値 | SEK 121.95 |
| ベータ | 1.01 |
| 1ヶ月の変化 | -2.24% |
| 3ヶ月変化 | -5.00% |
| 1年変化 | -8.23% |
| 3年間の変化 | -16.12% |
| 5年間の変化 | -8.77% |
| IPOからの変化 | 16,460.03% |
最新ニュース
ナラティブの更新 • May 25
BEIJ B: U.S. Platform Expansion And 2025 Dividend Are Expected To Support Upside
The analyst price target for Beijer Ref has shifted slightly lower to SEK 155, with analysts pointing to modestly adjusted fair value, discount rate, profit margin and future P/E assumptions, alongside mixed recent coverage that includes both positive and cautious views on the stock. Analyst Commentary Recent research coverage on Beijer Ref highlights a split view around the SEK 155 price target, with some analysts leaning constructive on the stock's positioning and others more cautious on execution and valuation risk.
新しいナラティブ • Apr 28
Green OEM Order Dependence And M&A Execution Will Weigh On Future Performance
Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components, and operates a growing green OEM business focused on more sustainable cooling and heating solutions. What are the underlying business or industry changes driving this perspective?分析記事 • Apr 26
Beijer Ref AB (publ) (STO:BEIJ B) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
It's been a sad week for Beijer Ref AB (publ) ( STO:BEIJ B ), who've watched their investment drop 10% to kr134 in the...Recent updates
ナラティブの更新 • May 25
BEIJ B: U.S. Platform Expansion And 2025 Dividend Are Expected To Support Upside
The analyst price target for Beijer Ref has shifted slightly lower to SEK 155, with analysts pointing to modestly adjusted fair value, discount rate, profit margin and future P/E assumptions, alongside mixed recent coverage that includes both positive and cautious views on the stock. Analyst Commentary Recent research coverage on Beijer Ref highlights a split view around the SEK 155 price target, with some analysts leaning constructive on the stock's positioning and others more cautious on execution and valuation risk.新しいナラティブ • Apr 28
Green OEM Order Dependence And M&A Execution Will Weigh On Future Performance
Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components, and operates a growing green OEM business focused on more sustainable cooling and heating solutions. What are the underlying business or industry changes driving this perspective?分析記事 • Apr 26
Beijer Ref AB (publ) (STO:BEIJ B) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
It's been a sad week for Beijer Ref AB (publ) ( STO:BEIJ B ), who've watched their investment drop 10% to kr134 in the...ナラティブの更新 • Apr 23
BEIJ B: Higher 2025 Dividend And Stable Margins Will Support Upside Potential
Analysts now see Beijer Ref's fair value at about SEK 164, down from around SEK 173, reflecting slightly more cautious assumptions on growth, margins and future P/E following recent bearish initiation commentary. Analyst Commentary Recent research with a bearish tilt has pushed fair value estimates for Beijer Ref lower, with a particular focus on the assumptions behind growth, margins and the future P/E multiple.
新しいナラティブ • Apr 14
Natural Refrigerant Demand And OEM Expansion Will Transform Long Term Earnings Power
Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components and also sells OEM refrigeration systems with a growing focus on low climate impact solutions. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Apr 09
BEIJ B: Proposed 2025 Dividend And Stronger Margins Will Support Upside Potential
Analysts now hold Beijer Ref's fair value estimate steady at SEK173.17 per share, with a slightly lower future P/E assumption of about 30.47x that balances modestly higher projected revenue growth and profit margins. What's in the News The board proposes a dividend of SEK 1.50 per share for 2025, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).分析記事 • Apr 09
Here's Why We Think Beijer Ref (STO:BEIJ B) Might Deserve Your Attention Today
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...ナラティブの更新 • Mar 26
BEIJ B: Proposed 2025 Dividend Increase And Split Payouts Will Support Outlook
Analysts have nudged their fair value estimate for Beijer Ref slightly higher to about SEK 173.17 from roughly SEK 172.83, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.ナラティブの更新 • Mar 05
BEIJ B: Higher 2025 Dividend And Split Payouts Will Support Outlook
Analysts have kept their SEK 172.83 price target for Beijer Ref unchanged, citing only minor tweaks to inputs such as a slightly lower discount rate and a marginally adjusted future P/E assumption, rather than any shift in their core view of the company. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).ナラティブの更新 • Feb 18
BEIJ B: Higher Dividend And Seasonally Timed Payouts Will Support Attractive Outlook
Analysts have nudged their fair value estimate for Beijer Ref slightly lower, from SEK 177.00 to about SEK 172.83, as updated assumptions now indicate more moderate revenue growth, slimmer profit margins, and a somewhat higher future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.分析記事 • Feb 15
Beijer Ref (STO:BEIJ B) Has Announced That It Will Be Increasing Its Dividend To SEK0.75
Beijer Ref AB (publ)'s ( STO:BEIJ B ) dividend will be increasing from last year's payment of the same period to...分析記事 • Feb 04
Analyst Estimates: Here's What Brokers Think Of Beijer Ref AB (publ) (STO:BEIJ B) After Its Yearly Report
Beijer Ref AB (publ) ( STO:BEIJ B ) shareholders are probably feeling a little disappointed, since its shares fell 4.4...
新しいナラティブ • Feb 03
The Green Consolidator
1. The Green Consolidator Beijer Ref’s story is built on three distinct pillars that justify its historical premium valuation: The Regulatory Tailwind (F-Gas Regulation): As Europe and North America tighten regulations on synthetic refrigerants, the entire industry must switch to natural or low-GWP (Global Warming Potential) alternatives.ナラティブの更新 • Feb 03
BEIJ B: Higher Dividend Policy Will Support A More Attractive Share Outlook
Analysts have trimmed their fair value estimate for Beijer Ref from SEK 181 to SEK 177, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and a slightly lower future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).分析記事 • Jan 28
Estimating The Fair Value Of Beijer Ref AB (publ) (STO:BEIJ B)
Key Insights Beijer Ref's estimated fair value is kr114 based on 2 Stage Free Cash Flow to Equity Beijer Ref's kr136...分析記事 • Jan 14
Is Beijer Ref AB (publ) (STO:BEIJ B) Potentially Undervalued?
While Beijer Ref AB (publ) ( STO:BEIJ B ) might not have the largest market cap around , it received a lot of attention...分析記事 • Dec 21
Beijer Ref (STO:BEIJ B) Has Some Way To Go To Become A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...分析記事 • Nov 14
Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares
When close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") below 22x, you may consider...分析記事 • Oct 29
Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...分析記事 • Oct 13
Beijer Ref (STO:BEIJ B) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Sep 29
Does This Valuation Of Beijer Ref AB (publ) (STO:BEIJ B) Imply Investors Are Overpaying?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Beijer Ref fair value estimate is kr115 Current share price of...ナラティブの更新 • Sep 17
Sustainable Refrigerants Will Expand Global HVACR Markets
Beijer Ref’s consensus revenue growth forecast has edged down slightly, while net profit margin remained stable, resulting in a marginal increase in the analyst price target from SEK180.17 to SEK181.00. Valuation Changes Summary of Valuation Changes for Beijer Ref The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from SEK180.17 to SEK181.00.分析記事 • Sep 17
Beijer Ref's (STO:BEIJ B) Dividend Will Be SEK0.70
Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...分析記事 • Sep 03
Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70
Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...分析記事 • Aug 28
At kr162, Is Beijer Ref AB (publ) (STO:BEIJ B) Worth Looking At Closely?
Beijer Ref AB (publ) ( STO:BEIJ B ), might not be a large cap stock, but it saw a decent share price growth of 16% on...分析記事 • Aug 01
Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70
Beijer Ref AB (publ) ( STO:BEIJ B ) will pay a dividend of SEK0.70 on the 30th of October. Despite this raise, the...分析記事 • Jul 23
Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...分析記事 • Jul 15
Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares
With a price-to-earnings (or "P/E") ratio of 34x Beijer Ref AB (publ) ( STO:BEIJ B ) may be sending bearish signals at...分析記事 • Jun 20
Is Beijer Ref (STO:BEIJ B) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
新しいナラティブ • Nov 28
Tactical Acquisitions And Green Innovation Propel Growth Amid Market Challenges
Strategic acquisitions and regulatory changes in key markets foster revenue and margin growth, enhancing Beijer Ref's competitive positioning and profitability.株主還元
| BEIJ B | SE Trade Distributors | SE 市場 | |
|---|---|---|---|
| 7D | 4.0% | 6.8% | 4.3% |
| 1Y | -8.2% | 2.7% | 14.4% |
業界別リターン: BEIJ B過去 1 年間で2.7 % の収益を上げたSwedish Trade Distributors業界を下回りました。
リターン対市場: BEIJ Bは、過去 1 年間で14.4 % のリターンを上げたSwedish市場を下回りました。
価格変動
| BEIJ B volatility | |
|---|---|
| BEIJ B Average Weekly Movement | 4.2% |
| Trade Distributors Industry Average Movement | 4.9% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in SE Market | 13.5% |
| 10% least volatile stocks in SE Market | 3.7% |
安定した株価: BEIJ B 、 Swedish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: BEIJ Bの 週次ボラティリティ ( 4% ) 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 |
|---|---|---|---|
| 1866 | 7,082 | Christopher Norbye | www.beijerref.com |
Beijer Ref AB (publish)は、その子会社とともに、商業用および産業用の冷凍、暖房、空調製品を世界中に提供している。同社は主に冷蔵部品、空調ユニット、ヒートポンプを提供している。また、店舗、ケータリング、カフェ、ホテル、小型冷蔵倉庫で使用される業務用冷蔵システムや、近代的な食品小売業、アイスリンク、食品加工、製造業、海洋産業など様々な用途向けの中央冷蔵システム、冷凍庫、冷蔵プラントも提供している。同社はまた、家庭、オフィス、店舗の空調・換気用製品などのHVAC（快適冷暖房）製品も提供しており、空対水ヒートポンプを提供するほか、二酸化炭素、アンモニア、プロパンなどの自然冷媒をベースとしたチラーやヒートポンプも製造している。同社はEMEA、APAC、北米地域の支店網と物流センターを通じて製品を販売している。以前はG & L Beijer AB (publish)として知られていたが、2014年にBeijer Ref AB (publish)に社名を変更した。同社は1866年に設立され、スウェーデンのマルメに本社を置いている。
Beijer Ref AB (publ) 基礎のまとめ
| BEIJ B 基礎統計学 | |
|---|---|
| 時価総額 | SEK 66.46b |
| 収益（TTM） | SEK 2.33b |
| 売上高(TTM) | SEK 36.72b |
28.6x
PER（株価収益率1.8x
P/SレシオBEIJ B は割高か？
公正価値と評価分析を参照収益と収入
| BEIJ B 損益計算書（TTM） | |
|---|---|
| 収益 | SEK 36.72b |
| 売上原価 | SEK 24.90b |
| 売上総利益 | SEK 11.82b |
| その他の費用 | SEK 9.49b |
| 収益 | SEK 2.33b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 17, 2026
| 一株当たり利益（EPS） | 4.59 |
| グロス・マージン | 32.19% |
| 純利益率 | 6.33% |
| 有利子負債／自己資本比率 | 47.0% |
BEIJ B の長期的なパフォーマンスは？
過去の実績と比較を見る| Beijer Ref 配当日 | |
|---|---|
| 配当落ち日 | Oct 26 2026 |
| 配当支払日 | Oct 30 2026 |
| 配当落ちまでの日数 | 152 days |
| 配当支払日までの日数 | 156 days |
BEIJ B 配当は確実ですか？
BEIJ B 配当履歴とベンチマーク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 | 2026/05/25 11:06 |
| 終値 | 2026/05/25 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 |
| |
| 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
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
Beijer Ref AB (publ) 8 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。21
| アナリスト | 機関 |
|---|---|
| null null | ABG Sundal Collier |
| Rajesh Patki | Barclays |
| Gerhard Orgonas | Berenberg |