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Billerud AB (publ)OM:BILL 株式レポート

時価総額 SEK 16.2b
株価
SEK 65.20
SEK 79.17
17.6% 割安 内在価値ディスカウント
1Y-39.7%
7D3.0%
1D
ポートフォリオ価値
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Billerud AB (publ)

OM:BILL 株式レポート

時価総額:SEK 16.2b

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Billerud AB (publ) 競合他社

価格と性能

株価の高値、安値、推移の概要Billerud
過去の株価
現在の株価SEK 65.20
52週高値SEK 108.80
52週安値SEK 60.05
ベータ0.43
1ヶ月の変化-9.19%
3ヶ月変化-20.34%
1年変化-39.69%
3年間の変化-25.14%
5年間の変化-60.26%
IPOからの変化12.41%

最新ニュース

ナラティブの更新 May 21

BILL: Reset Expectations And Upgraded Stance Will Support Future Re Rating

Analysts have trimmed their SEK-based fair value estimate for Billerud from about SEK 102.80 to roughly SEK 79.17, reflecting a lower price target that balances Citi's SEK 10 cut with more positive views from other research houses. Analyst Commentary Bullish Takeaways Bullish analysts see room for upside relative to the revised SEK 79.17 fair value, pointing to an upgraded stance on the stock that supports a more constructive view on execution and earnings potential.
分析記事 May 07

There May Be Some Bright Spots In Billerud's (STO:BILL) Earnings

Investors were disappointed with the weak earnings posted by Billerud AB (publ) ( STO:BILL ). While the headline...
ナラティブの更新 May 05

BILL: Higher Growth Assumptions And Recent Upgrade Will Support Future Upside

Analysts have adjusted their view on Billerud, with the average price target moving from SEK 99 to SEK 92. This reflects mixed inputs from recent research, where some firms have turned more positive on the stock, while others have trimmed expectations in light of updated assumptions on discount rates, revenue growth, profit margins and future P/E levels.

Recent updates

ナラティブの更新 May 21

BILL: Reset Expectations And Upgraded Stance Will Support Future Re Rating

Analysts have trimmed their SEK-based fair value estimate for Billerud from about SEK 102.80 to roughly SEK 79.17, reflecting a lower price target that balances Citi's SEK 10 cut with more positive views from other research houses. Analyst Commentary Bullish Takeaways Bullish analysts see room for upside relative to the revised SEK 79.17 fair value, pointing to an upgraded stance on the stock that supports a more constructive view on execution and earnings potential.
分析記事 May 07

There May Be Some Bright Spots In Billerud's (STO:BILL) Earnings

Investors were disappointed with the weak earnings posted by Billerud AB (publ) ( STO:BILL ). While the headline...
ナラティブの更新 May 05

BILL: Higher Growth Assumptions And Recent Upgrade Will Support Future Upside

Analysts have adjusted their view on Billerud, with the average price target moving from SEK 99 to SEK 92. This reflects mixed inputs from recent research, where some firms have turned more positive on the stock, while others have trimmed expectations in light of updated assumptions on discount rates, revenue growth, profit margins and future P/E levels.
分析記事 May 01

Analysts Have Been Trimming Their Billerud AB (publ) (STO:BILL) Price Target After Its Latest Report

It's been a mediocre week for Billerud AB (publ) ( STO:BILL ) shareholders, with the stock dropping 16% to kr63.00 in...
ナラティブの更新 Apr 20

BILL: Improved Margin Visibility And Constructive Rating Shift Will Support Future Upside

Analysts now see fair value for Billerud at SEK 99.00, down from SEK 107.00, reflecting updated views on the discount rate, growth, margins, and future P/E following recent mixed price target moves and a more constructive stance from parts of the Street. Analyst Commentary Recent research shows that the shift to a SEK 99.00 fair value comes after a mix of target changes and a more constructive tone from bullish analysts, even as some price targets have been adjusted.
ナラティブの更新 Apr 05

BILL: Neutral Stance Will Rely On Dividend Reset And Margin Execution

Analysts have adjusted their price targets on Billerud, with recent SEK changes including a SEK 17 cut and a SEK 5 increase, alongside an updated SEK fair value assumption and slightly higher P/E expectations, reflecting revised views on discount rates, revenue trends, and margins. Analyst Commentary Recent research has shown a mix of views on Billerud, with some analysts turning more supportive while others remain cautious.
ナラティブの更新 Mar 22

BILL: Refined Margin Assumptions And Higher P/E Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Billerud from SEK 119.0 to SEK 107.0, reflecting updated assumptions around revenue growth, profit margins and a higher discount rate, alongside recent Street price target adjustments from Citi. Analyst Commentary Bullish analysts have recently adjusted their price targets for Billerud in both directions, which gives you a useful read on how sentiment is evolving as new information feeds into models for revenue, margins and risk.
ナラティブの更新 Mar 07

BILL: Neutral Outlook Will Depend On Execution Risks And Dividend Reset

The Street’s view on Billerud has been fine tuned recently, with Citi first raising and then lowering its target, resulting in a net SEK 12 cut as analysts align their pricing with updated expectations for discount rates, profit margins and future P/E assumptions. Analyst Commentary Recent research updates on Billerud point to a cautious tone, with price targets adjusted in both directions over a short period.
ナラティブの更新 Feb 21

BILL: Neutral View Will Rely On Managing Execution Risks And Dividend Reset

Analysts have adjusted their view on Billerud with the latest Street research pointing to a SEK 17 reduction in the price target, partly offsetting an earlier SEK 5 increase. This change reflects updated assumptions on discount rates, revenue trends, margins and future P/E expectations.
ナラティブの更新 Feb 06

BILL: Neutral View Will Depend On Managing Execution And Dividend Trade Offs

Analysts have reduced their fair value estimate for Billerud to SEK 80.00 from SEK 96.00. They link this adjustment to recent price target changes at firms such as Citi, as well as more cautious assumptions on revenue growth, profit margins, and the discount rate, even though they are using a slightly higher future P/E multiple.
分析記事 Jan 30

Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
ナラティブの更新 Jan 23

BILL: Neutral Stance Will Rely On Executing Against Higher Profitability Assumptions

Analysts have lifted their fair value estimate for Billerud to SEK 96 from SEK 84, reflecting updated views on discount rates, revenue growth, profit margins and future P/E in light of recent price target increases reported in Street research. Analyst Commentary Recent Street research shows price targets on Billerud moving higher in absolute terms, with one large global bank lifting its target by SEK 5 in the latest update and another prior move taking a target to SEK 92 from SEK 80.
分析記事 Jan 12

Are Investors Undervaluing Billerud AB (publ) (STO:BILL) By 28%?

Key Insights The projected fair value for Billerud is kr133 based on 2 Stage Free Cash Flow to Equity Billerud's...
ナラティブの更新 Jan 09

BILL: Margin Resilience And Lower Discount Rate Will Support Stronger Future Cash Flows

Analysts have lifted their price target on Billerud to SEK 92 from SEK 80, citing updated assumptions around revenue, profit margins and valuation metrics that support a slightly higher overall valuation. Analyst Commentary Recent research points to a more constructive stance on Billerud, with the price target lifted to SEK 92 from SEK 80.
ナラティブの更新 Dec 26

BILL: Margin Recovery And Cost Discipline Will Drive Stronger Future Cash Flows

Analysts have nudged their price target on Billerud higher to SEK 92 from SEK 80, reflecting modestly improved expectations for the company despite only slight adjustments to growth, profitability and valuation assumptions. Analyst Commentary Bullish analysts highlight that the higher SEK 92 price target signals growing confidence in Billerud's ability to execute on its strategic initiatives and stabilize earnings, even as fundamental assumptions have only been moderately revised.
ナラティブの更新 Dec 12

BILL: Margin Gains And Cost Discipline Will Drive Stronger Cash Flows

Analysts have modestly raised their price target on Billerud to SEK 92 from SEK 80. This reflects improved profit margin expectations, even as revenue growth assumptions have been tempered and a slightly higher discount rate is applied.
分析記事 Nov 19

We Think Billerud (STO:BILL) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 Nov 02

BILL: Resilient Margins And Cost Discipline Will Drive Shareholder Returns

Billerud Price Target Slightly Reduced Amid Mixed Analyst Outlook Analysts have adjusted Billerud's price target downward from SEK 84 to SEK 80, citing their updated views on the company's future revenue growth and margin expectations. Analyst Commentary Following the revised price target for Billerud, analysts provided a range of perspectives regarding the company's valuation and outlook.
分析記事 Oct 31

Billerud's (STO:BILL) Earnings Are Weaker Than They Seem

Unsurprisingly, Billerud AB (publ)'s ( STO:BILL ) stock price was strong on the back of its healthy earnings report...
分析記事 Oct 28

Billerud AB (publ) (STO:BILL) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Investors in Billerud AB (publ) ( STO:BILL ) had a good week, as its shares rose 7.0% to close at kr89.85 following the...
ナラティブの更新 Oct 18

Accelerating Sustainable Packaging Demand Will Unlock North American Markets

Narrative Update on Billerud Analysts have reduced their price target for Billerud from SEK 84 to SEK 80. This adjustment reflects more subdued revenue growth assumptions and a modest decrease in fair value estimates.
ナラティブの更新 Oct 04

Accelerating Sustainable Packaging Demand Will Unlock North American Markets

Analysts have slightly lowered their fair value price target for Billerud from $103 to approximately $102.60. This change is based on updated assessments to revenue growth and discount rates.
分析記事 Oct 03

Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
分析記事 Aug 26

Lacklustre Performance Is Driving Billerud AB (publ)'s (STO:BILL) Low P/E

Billerud AB (publ)'s ( STO:BILL ) price-to-earnings (or "P/E") ratio of 12.6x might make it look like a buy right now...
分析記事 Jul 22

Billerud AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's shaping up to be a tough period for Billerud AB (publ) ( STO:BILL ), which a week ago released some disappointing...
分析記事 May 20

Billerud (STO:BILL) Is Increasing Its Dividend To SEK3.50

The board of Billerud AB (publ) ( STO:BILL ) has announced that it will be paying its dividend of SEK3.50 on the 27th...
分析記事 Apr 30

Billerud (STO:BILL) Might Have The Makings Of A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
分析記事 Apr 15

Billerud's (STO:BILL) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Billerud AB (publ) ( STO:BILL ) has announced that it will be paying its dividend of SEK3.50 on the 27th...
分析記事 Apr 03

Impressive Earnings May Not Tell The Whole Story For Billerud (STO:BILL)

Despite announcing strong earnings, Billerud AB (publ)'s ( STO:BILL ) stock was sluggish. Our analysis uncovered some...
分析記事 Mar 10

Does Billerud (STO:BILL) Have A Healthy Balance Sheet?

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 Feb 23

Billerud AB (publ)'s (STO:BILL) Business And Shares Still Trailing The Market

Billerud AB (publ)'s ( STO:BILL ) price-to-earnings (or "P/E") ratio of 17.2x might make it look like a buy right now...
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新しいナラティブ Feb 09

Price Adjustments And Efficiency Measures Expected To Improve 2025 Outlook

Strategic pricing increases and product shifts are poised to boost Billerud's revenue growth and expand margins, despite challenges in certain segments.
分析記事 Feb 07

Results: Billerud AB (publ) Beat Earnings Expectations And Analysts Now Have New Forecasts

Billerud AB (publ) ( STO:BILL ) just released its yearly report and things are looking bullish. Billerud beat earnings...
分析記事 Dec 17

Here's What To Make Of Billerud's (STO:BILL) Decelerating Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 Nov 28

Is There An Opportunity With Billerud AB (publ)'s (STO:BILL) 23% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Billerud fair value estimate is kr126 Billerud is estimated to...
分析記事 Aug 31

Billerud (STO:BILL) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 May 21

Returns On Capital At Billerud (STO:BILL) Paint A Concerning Picture

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 Apr 27

Analysts Have Made A Financial Statement On Billerud AB (publ)'s (STO:BILL) First-Quarter Report

Billerud AB (publ) ( STO:BILL ) defied analyst predictions to release its first-quarter results, which were ahead of...

株主還元

BILLSE PackagingSE 市場
7D3.0%0.8%4.3%
1Y-39.7%-23.1%14.4%

業界別リターン: BILL過去 1 年間で-23.1 % の収益を上げたSwedish Packaging業界を下回りました。

リターン対市場: BILL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

Is BILL's price volatile compared to industry and market?
BILL volatility
BILL Average Weekly Movement5.5%
Packaging Industry Average Movement5.3%
Market Average Movement6.3%
10% most volatile stocks in SE Market13.5%
10% least volatile stocks in SE Market3.7%

安定した株価: BILL 、 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: BILL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
18835,464Ivar Vatnewww.billerud.com

Billerud AB (publish)は世界中で紙と包装資材を提供している。欧州地域、北米地域、その他のセグメントを通じて事業を展開している。液体包装用板紙、段ボール原紙、カートン原紙、サック紙、クラフト紙袋、特殊紙・加工紙、コート紙、ウェブ紙、WCキャリパーウェブ紙、コートデジタル紙、インクジェット紙からなるグラフィック紙・ラベル紙、広葉樹・針葉樹パルプを提供しており、これらは食品・飲料、産業、医療・衛生、消費財・嗜好品の包装に使用されている。また、木材の調達と供給も行っている。同社は包装・製紙メーカー、印刷会社、出版社、コンバーター、流通パートナーにサービスを提供している。同社は以前はBillerudKorsnäs AB(publ)として知られていたが、2022年10月にBillerud AB(publ)に社名を変更した。Billerud AB(publ)は1883年に設立され、スウェーデンのソルナに本社を置いている。

Billerud AB (publ) 基礎のまとめ

Billerud の収益と売上を時価総額と比較するとどうか。
BILL 基礎統計学
時価総額SEK 16.22b
収益(TTM)SEK 77.00m
売上高(TTM)SEK 39.31b
210.6x
PER(株価収益率
0.4x
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
BILL 損益計算書(TTM)
収益SEK 39.31b
売上原価SEK 21.07b
売上総利益SEK 18.24b
その他の費用SEK 18.16b
収益SEK 77.00m

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)0.31
グロス・マージン46.39%
純利益率0.20%
有利子負債/自己資本比率27.5%

BILL 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

3.1%
現在の配当利回り
646%
配当性向

BILL 配当は確実ですか?

BILL 配当履歴とベンチマークを見る
BILL 、いつまでに購入すれば配当金を受け取れますか?
Billerud 配当日
配当落ち日May 27 2026
配当支払日Jun 02 2026
配当落ちまでの日数1 day
配当支払日までの日数7 days

BILL 配当は確実ですか?

BILL 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 04:03
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
  • 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

Billerud AB (publ) 6 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。13

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