Essity（ESSITY B）株式概要
Essity AB (publish)は、ヨーロッパ、北米、中南米、アジア、そして国際的に衛生・健康製品とサービスを開発、生産、販売している。 詳細
報酬
リスク分析
ESSITY B リスクチェックを通過した。
ESSITY B Community Fair Values
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Analyst Price Targets
Essity AB (publ) 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | SEK 257.40 |
| 52週高値 | SEK 293.10 |
| 52週安値 | SEK 236.10 |
| ベータ | 0.37 |
| 1ヶ月の変化 | 5.10% |
| 3ヶ月変化 | -9.91% |
| 1年変化 | -8.43% |
| 3年間の変化 | -13.39% |
| 5年間の変化 | -10.50% |
| IPOからの変化 | 3.58% |
最新ニュース
ナラティブの更新 • May 20
ESSITY B: Ongoing Pricing Roll Off Will Continue To Pressure Sentiment
Essity's analyst price targets have been trimmed again, with recent SEK cuts from multiple banks leaving the updated fair value at SEK 215.00. Analysts are factoring in ongoing pricing roll off and limited signs of stabilization in weaker categories.ナラティブの更新 • May 05
ESSITY B: Pricing Roll Off And JPMorgan Downgrade Will Pressure Sentiment
Essity's analyst fair value estimate has shifted from SEK 220.0 to SEK 215.0 as analysts factor in a slightly higher discount rate, updated views on revenue growth and margins, and a series of recent SEK price target cuts from major banks. Analyst Commentary Recent Street research on Essity has tilted more cautious, with several bearish analysts cutting SEK price targets and, in one case, JPMorgan moving to a more negative stance on the stock.
ナラティブの更新 • Apr 21
ESSITY B: Neutral Stance As Pricing Roll Off And Categories Remain Mixed
Essity's analyst price target has been trimmed from about SEK 278 to SEK 266, as analysts factor in updated estimates, pricing roll off, and limited signs of stabilisation in weaker categories. Analyst Commentary Recent Street research on Essity has tilted cautious, with a series of price target cuts and at least one downgrade, as analysts refresh models following the FY25 results and updated outlook for 2026.ナラティブの更新 • Apr 06
ESSITY B: Pricing Roll Off Into 2026 Will Keep Sentiment Cautious
Essity's analyst fair value has been trimmed from SEK 235.0 to SEK 220.0 as analysts factor in recent price target cuts, as well as ongoing concerns around pricing roll off and weaker categories showing limited signs of stabilizing. Analyst Commentary Recent Street research around Essity has leaned cautious, with several bearish analysts trimming price targets and revisiting their assumptions after the latest FY25 results.ナラティブの更新 • Mar 22
ESSITY B: Pricing Roll Off And Weaker Categories Will Keep Sentiment Cautious
Essity's analyst price target has been trimmed by around SEK 15 to SEK 252, as analysts factor in updated FY25 results, ongoing pricing roll off into 2026, and limited signs of stabilization in some weaker categories. Analyst Commentary Recent Street research has tilted more cautious on Essity, with several bearish analysts trimming price targets and rethinking their stance on the shares.Recent updates
ナラティブの更新 • May 20
ESSITY B: Ongoing Pricing Roll Off Will Continue To Pressure Sentiment
Essity's analyst price targets have been trimmed again, with recent SEK cuts from multiple banks leaving the updated fair value at SEK 215.00. Analysts are factoring in ongoing pricing roll off and limited signs of stabilization in weaker categories.ナラティブの更新 • May 05
ESSITY B: Pricing Roll Off And JPMorgan Downgrade Will Pressure Sentiment
Essity's analyst fair value estimate has shifted from SEK 220.0 to SEK 215.0 as analysts factor in a slightly higher discount rate, updated views on revenue growth and margins, and a series of recent SEK price target cuts from major banks. Analyst Commentary Recent Street research on Essity has tilted more cautious, with several bearish analysts cutting SEK price targets and, in one case, JPMorgan moving to a more negative stance on the stock.ナラティブの更新 • Apr 21
ESSITY B: Neutral Stance As Pricing Roll Off And Categories Remain Mixed
Essity's analyst price target has been trimmed from about SEK 278 to SEK 266, as analysts factor in updated estimates, pricing roll off, and limited signs of stabilisation in weaker categories. Analyst Commentary Recent Street research on Essity has tilted cautious, with a series of price target cuts and at least one downgrade, as analysts refresh models following the FY25 results and updated outlook for 2026.ナラティブの更新 • Apr 06
ESSITY B: Pricing Roll Off Into 2026 Will Keep Sentiment Cautious
Essity's analyst fair value has been trimmed from SEK 235.0 to SEK 220.0 as analysts factor in recent price target cuts, as well as ongoing concerns around pricing roll off and weaker categories showing limited signs of stabilizing. Analyst Commentary Recent Street research around Essity has leaned cautious, with several bearish analysts trimming price targets and revisiting their assumptions after the latest FY25 results.ナラティブの更新 • Mar 22
ESSITY B: Pricing Roll Off And Weaker Categories Will Keep Sentiment Cautious
Essity's analyst price target has been trimmed by around SEK 15 to SEK 252, as analysts factor in updated FY25 results, ongoing pricing roll off into 2026, and limited signs of stabilization in some weaker categories. Analyst Commentary Recent Street research has tilted more cautious on Essity, with several bearish analysts trimming price targets and rethinking their stance on the shares.ナラティブの更新 • Mar 08
ESSITY B: Neutral View Balances Pricing Pressure With Firmer Margin Expectations
Narrative update on Essity Essity's analyst price target has edged down by SEK 4.71, with analysts citing slightly higher discount rates, softer revenue growth assumptions, and lower future P/E expectations, partly offset by firmer margin assumptions and recent Street research pointing to pricing pressure and weaker categories that show limited signs of stabilizing. Analyst Commentary Recent Street research on Essity has turned more cautious, with several houses trimming price targets or downgrading their stance.
ナラティブの更新 • Feb 22
ESSITY B: Capital Returns And Sector Rebound Potential Will Drive Future Upside
Analysts have trimmed their Essity fair value estimate to SEK 320 from SEK 325, reflecting recent downgrades and a view that sector valuations may stay cheap despite only modest adjustments to growth, margin and P/E assumptions. Analyst Commentary Recent Street research has tilted more cautious on Essity, with fair value estimates and price targets pointing to a muted near term setup for the shares.ナラティブの更新 • Feb 08
ESSITY B: Cautious Rating Shifts Will Keep Multiples Compressed
Analysts have nudged their fair value estimate for Essity up from SEK 230 to SEK 235. This reflects updated views on its model and mixed recent research that includes both price target increases and downgrades to more cautious ratings.ナラティブの更新 • Jan 24
ESSITY B: Dividend And Buybacks Will Support Future Upside Potential
Analysts have kept their fair value estimate for Essity steady at SEK 325, with updated models that balance a higher assumed revenue growth rate against slightly lower profit margin expectations, as well as a modestly higher future P/E informed by recent Street price targets between SEK 267 and SEK 290 and a shift to more neutral ratings. Analyst Commentary Street research around Essity has become more balanced, but there are still clear pockets of optimism that matter if you are trying to gauge how supportive the external view is around the current fair value estimate of SEK 325.ナラティブの更新 • Jan 10
ESSITY B: Neutral Stance Will Meet Cost Savings And Decentralization Plan
Essity’s analyst fair value estimate has edged up from SEK 281.08 to SEK 282.29, reflecting modest model updates and mixed Street views as some analysts trim ratings and set price targets in the SEK 267 to SEK 290 range, while still seeing the shares as reasonably valued within staples. Analyst Commentary Recent research updates on Essity point to a mixed but generally balanced stance, with modest tweaks to models and price targets rather than big swings in conviction.ナラティブの更新 • Dec 26
ESSITY B: Margin Discipline And Cost Savings Will Drive Future Upside Potential
Analysts have made only modest adjustments to their SEK price targets for Essity, with a small net decrease as updated post Q3 models reflect slightly softer long term revenue growth and margins, partially offset by expectations for a marginally higher future P/E multiple. Analyst Commentary Bullish analysts continue to view Essity's Q3 delivery as broadly supportive of the equity story, with updated models signaling confidence in the company’s ability to defend margins and gradually reaccelerate growth.ナラティブの更新 • Dec 12
ESSITY B: Margin And Cost Savings Progress Will Support Upside Potential
Analysts have trimmed their fair value estimate for Essity to SEK 325 from SEK 330, reflecting a slightly higher assumed discount rate, even as they factor in marginally stronger long term revenue growth, improved profit margins, and a modestly lower future P E multiple following recent Street target revisions. Analyst Commentary Recent Street research reflects a more constructive stance on Essity's medium term prospects, with bullish analysts incrementally lifting price targets and refining their models following the Q3 report.ナラティブの更新 • Oct 22
Analysts Cite Trough Valuation and Limited Catalysts as Essity Price Targets Edge Lower
Analysts have slightly decreased their price target for Essity, lowering it by approximately SEK 1. This adjustment reflects a continued cautious outlook as recent research points to limited immediate catalysts for the shares.ナラティブの更新 • Oct 08
Demand In Feminine Care And Incontinence Will Expand Internationally
Analysts have lowered their fair value target for Essity from SEK 285.25 to SEK 282.33. They cite concerns about structural pressures and a lack of near-term catalysts, even though there are some positive longer-term trends in higher margin segments.ナラティブの更新 • Sep 24
Demand In Feminine Care And Incontinence Will Expand Internationally
Essity's consensus price target was revised slightly lower to SEK285.25 amid sector-wide pressures, a shift toward higher-margin segments lacking near-term catalysts, and concerns over potential sales shortfalls. Analyst Commentary Analysts see Essity trading at a trough valuation as it shifts focus away from tissue towards higher-margin segments, but lack near-term catalysts for upward share price movement.
新しいナラティブ • Nov 07
Consumer Goods Innovation And Emerging Market Expansion Propel Thriving Growth
Growth in high-margin categories aims to improve net margins and profitability through stronger product mix and pricing strategies.株主還元
| ESSITY B | SE Household Products | SE 市場 | |
|---|---|---|---|
| 7D | 3.5% | 2.4% | 3.2% |
| 1Y | -8.4% | -7.8% | 14.4% |
業界別リターン: ESSITY B過去 1 年間で-7.8 % のリターンをもたらしたSwedish Household Products業界と一致しました。
リターン対市場: ESSITY 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
| ESSITY B volatility | |
|---|---|
| ESSITY B Average Weekly Movement | 3.0% |
| Household Products Industry Average Movement | 4.8% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in SE Market | 13.3% |
| 10% least volatile stocks in SE Market | 3.7% |
安定した株価: ESSITY 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: ESSITY Bの 週次ボラティリティ ( 3% ) 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 |
|---|---|---|---|
| 1849 | 36,000 | Ulrika Kolsrud | www.essity.com |
Essity AB (publish)は、ヨーロッパ、北米、中南米、アジア、そして国際的に衛生・健康製品とサービスを開発、生産、販売している。同社は3つのセグメントで事業を展開している：ヘルス＆メディカル事業、消費財事業、プロフェッショナル・ハイジーン事業である。ヘルス＆メディカル事業では、失禁ケア用品、創傷ケア用品、圧迫療法用品、整形外科用品、スキンケア用品、ウェットティッシュ、ウォッシュグローブ、センサー付きデジタルソリューションなどを、TENA、Leukoplast、JOBST、Actimove、Cutimed、Delta-Cast、AquaCast Liner、Hydroferaのブランドで、薬局、医療機器販売店、病院、流通業者、介護施設、eコマースなどを通じて、家族介護者、専門介護者、患者や消費者に提供している。消費財部門は、ナプキン、パンティライナー、タンポン、紙おむつ、ウェットティッシュ、シャンプー、ローション、ベビーオイル、スキンクリーム、インティメイトソープ、インティメイトティッシュ、尿漏れ防止ウェア、月経カップ、トイレットペーパー、家庭用タオル、ハンカチ、フェイシャルティッシュ、ナプキンを提供している、TENA、Knix、Modibodi、Libero、Lotus、Drypers、Libresse、Bodyform、Nana、Saba、Nosotras、TOM Organic、Tempo、Zewa、Cushelle、Plenty、Regio、Familiaのブランドで、トイレットペーパー、家庭用タオル、ハンカチ、フェイシャルティッシュ、ナプキンを小売業やeコマースを通じて販売している。プロフェッショナル・ハイジーン部門は、トイレットペーパー、紙おしぼり、ナプキン、ハンドソープ、ハンドローション、ハンドサニタイザー、ディスペンサー、クリーニング・拭き取り製品、ビジョンクリーニング、データドリブン・クリーニング・ソリューションをTorkブランドで、企業、オフィスビル、大学、医療施設、空港、産業、レストラン、ホテル、スタジアム、その他公共施設向けに、エンドユーザーへの直接販売、eコマース、販売代理店を通じて提供している。Essity AB（publ）は1849年に設立され、スウェーデンのストックホルムに本社を置いている。
Essity AB (publ) 基礎のまとめ
| ESSITY B 基礎統計学 | |
|---|---|
| 時価総額 | SEK 175.22b |
| 収益（TTM） | SEK 12.47b |
| 売上高(TTM) | SEK 136.70b |
14.0x
PER（株価収益率1.3x
P/SレシオESSITY B は割高か？
公正価値と評価分析を参照収益と収入
| ESSITY B 損益計算書（TTM） | |
|---|---|
| 収益 | SEK 136.70b |
| 売上原価 | SEK 90.94b |
| 売上総利益 | SEK 45.75b |
| その他の費用 | SEK 33.28b |
| 収益 | SEK 12.47b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 16, 2026
| 一株当たり利益（EPS） | 18.33 |
| グロス・マージン | 33.47% |
| 純利益率 | 9.13% |
| 有利子負債／自己資本比率 | 48.0% |
ESSITY 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配当金
3.4%
現在の配当利回り48%
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 | 2026/05/22 10:58 |
| 終値 | 2026/05/22 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
Essity AB (publ) 14 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。24
| アナリスト | 機関 |
|---|---|
| null null | ABG Sundal Collier |
| Patrick Folan | Barclays |
| Iain Simpson | Barclays |