Solventum Corporation

NYSE:SOLV 株式レポート

時価総額：US$13.2b

Solventum 将来の成長

Future 基準チェック /16

Solventumの収益は年間5.2%で減少すると予測されていますが、年間収益は年間2.8%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に25.8% 3.4%なると予測されています。

主要情報

-5.2%

収益成長率

-3.38%

EPS成長率

Medical Equipment 収益成長16.1%
収益成長率2.8%
将来の株主資本利益率25.82%
アナリストカバレッジ

Good

最終更新日18 May 2026

今後の成長に関する最新情報

Recent updates

分析記事 • May 13

Solventum's (NYSE:SOLV) Solid Earnings May Rest On Weak Foundations

The market for Solventum Corporation's ( NYSE:SOLV ) stock was strong after it released a healthy earnings report last...
ナラティブの更新 • Apr 29

SOLV: 2026 Capital Allocation And Margin Discipline Will Support P/E Re Rating

The analyst price target for Solventum has been trimmed by about $1, reflecting recent cuts to Street targets and updated assumptions for slightly lower revenue, a modestly higher profit margin, and a small adjustment to future P/E expectations. Analyst Commentary Recent Street research on Solventum reflects a mix of optimism and caution, with several firms revising price targets and one new initiation with a bearish stance.
ナラティブの更新 • Apr 15

SOLV: 2026 Capital Allocation And Margin Execution Will Support Multiple Expansion

The analyst price target for Solventum has been trimmed by about $5, as analysts factor in more conservative profit margin assumptions and slightly higher required returns, despite mixed recent rating changes on the stock. Analyst Commentary Recent Street research on Solventum reflects a mix of optimism and caution, with target changes and rating shifts clustered around the latest earnings update and subsequent model revisions.
Seeking Alpha • Apr 08

Solventum: A Hidden Breakup Story In Healthcare

Summary Solventum has a few good businesses, but the market is treating it as a complicated company. Its main parts are MedSurg, Dental, HIS, and a smaller Water / All Other. The thesis says the stock looks much cheaper than the value of the parts. The business could be worth about $166.6 per share based on SOTP analysis. The main idea is to keep MedSurg as the core business and see more value in the other parts on their own. Even in a portfolio simplification case, followed by Operational Margin increase, the shares could surge to as high as $186 per share. Read the full article on Seeking Alpha
ナラティブの更新 • Mar 22

SOLV: 2026 Capital Allocation And Medtech Positioning Will Support Multiple Expansion

Analysts have modestly raised Solventum's implied price target to about $90.17, with recent research citing updated models after Q4 earnings, a series of upgrades, and adjusted assumptions for the discount rate and future P/E as key drivers of the change. Analyst Commentary Recent Street research around Solventum centers on refreshed models after Q4 earnings, a series of rating changes, and a wide range of price targets that cluster around the low to mid double digits.
ナラティブの更新 • Mar 07

SOLV: 2026 Medtech Positioning And Capital Allocation Agenda Will Drive Future Upside

The analyst price target for Solventum has been adjusted from $89.25 to about $90.17, reflecting updated models after recent earnings and a series of supporting revisions from multiple firms that now view it as one of their preferred MedTech ideas heading into 2026. Analyst Commentary Recent research updates on Solventum cluster around revised models after earnings and a reset of expectations for large cap MedTech into 2026, with several firms adjusting price targets and ratings as they refine their views on valuation and execution risk.
ナラティブの更新 • Feb 21

SOLV: 2026 Medtech Setup And Top-Idea Status Will Drive Future Upside

Solventum's analyst price targets have moved modestly higher toward $105, with analysts pointing to a more constructive medtech setup into 2026 and highlighting the stock as one of their preferred large cap ideas following recent upgrades at several firms. Analyst Commentary Recent research has focused on how Solventum fits into a broader large cap medtech group, with several firms adjusting targets and ratings as they refine expectations into 2026.
ナラティブの更新 • Feb 06

SOLV: Top-Idea Status And Buybacks Will Support Future Upside Potential

Analysts have nudged their price target on Solventum higher, with the fair value estimate moving from about $88.55 to $89.25. This change reflects updated expectations for slightly faster revenue growth and modestly higher future P/E multiples following recent upgrades and more constructive views on large cap MedTech coverage.
ナラティブの更新 • Jan 21

SOLV: MedTech Top-Idea Status And Buybacks Will Support Gradual Upside

Analysts have lifted their price target on Solventum from about $85.64 to roughly $88.55, citing updated expectations for revenue growth, a slightly higher future P/E and recent bullish research that highlights the company as a top MedTech idea. Analyst Commentary Recent research coverage on Solventum has leaned constructive, with several reports treating the stock as a key MedTech idea and adjusting price targets accordingly.
ナラティブの更新 • Jan 06

SOLV: Wound Therapy Guidance And Buybacks Will Support Measured, Gradual Upside Ahead

Analysts now see Solventum’s fair value inching up from US$84.36 to US$85.64, reflecting small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions in their models. What's in the News Solventum announced updated consensus recommendations from an international panel of surgeons and wound care experts on the clinical use of closed incision negative pressure therapy (ciNPT) with reticulated open cell foam (ROCF) dressings, published in the International Wound Journal.
ナラティブの更新 • Dec 13

SOLV: Portfolio Streamlining And Buybacks Will Support Balanced, Gradual Upside Ahead

Analysts have modestly raised their price target on Solventum, reflecting an updated fair value estimate of approximately $84.36 from about $82.80, as they factor in the impact of the company's P&F business sale and slightly improved long term valuation assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view the P&F business sale as a cleaner portfolio move that supports a more focused operating model and clearer earnings trajectory.
分析記事 • Dec 05

Solventum Corporation (NYSE:SOLV) Surges 26% Yet Its Low P/E Is No Reason For Excitement

Solventum Corporation ( NYSE:SOLV ) shares have had a really impressive month, gaining 26% after a shaky period...
ナラティブの更新 • Nov 28

SOLV: Portfolio Changes And Share Buybacks Will Support Measured Improvement Ahead

Analysts have revised Solventum's price target slightly downward to $82.80 from $84.11. This change reflects updated expectations for revenue growth and profitability following recent strategic changes and portfolio reshaping initiatives.
ナラティブの更新 • Nov 14

SOLV: Portfolio Reshaping And Sale Will Drive Momentum Into 2025

Analysts have revised Solventum's price target upward by $3 to $82. They cite recent portfolio changes as well as expectations for an improved cost structure and organic growth.
ナラティブの更新 • Oct 31

SOLV: Portfolio Reshaping And Cost Controls Will Improve Outlook For 2025

Solventum's analyst price target has been raised by $3 to $82, as analysts point to recent portfolio reshaping and the sale of the P&F business as key factors that support an improved outlook. Analyst Commentary Recent analyst updates reflect a mix of positive developments and continued caution surrounding Solventum’s performance and outlook.
ナラティブの更新 • Oct 17

Commercial Restructuring And New Product Launches Will Broaden International Reach

Solventum's analyst price target increased modestly to $82 from $79, as analysts point to the recent divestiture of its P&F business, along with ongoing improvements in its portfolio and cost structure, as key drivers for the update. Analyst Commentary Analyst sentiment on Solventum reflects a balance of cautious optimism and highlighted risks as the company navigates portfolio changes and future growth prospects.
ナラティブの更新 • Oct 03

Commercial Restructuring And New Product Launches Will Broaden International Reach

Analysts have modestly lowered their average price target for Solventum by $1.60 to $85.11, citing recent portfolio reshaping and tempered profit margin expectations. Analyst Commentary Recent analyst research reflects a mix of optimism and caution regarding Solventum's future valuation and growth trajectory.
ナラティブの更新 • Sep 04

Commercial Restructuring And New Product Launches Will Broaden International Reach

As there were no material changes in Solventum’s revenue growth or net profit margin forecasts, the consensus analyst price target remains unchanged at $86.71. What's in the News Solventum completed the $4 billion divestiture of its Purification & Filtration business to Thermo Fisher, using most of the $3.4 billion net proceeds to reduce debt and strengthen the balance sheet while raising FY25 organic sales growth, adjusted EPS, free cash flow, and operating margin guidance.
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新しいナラティブ • Mar 30

New VAC Product And AI Will Simplify Procedures

Streamlining operations and divesting non-core assets are expected to improve margins, reduce leverage, and focus growth efforts on core segments.
Seeking Alpha • Feb 26

Solventum: An Impressive Sale Of Purification And Filtration

Summary Solventum's impressive $4.1 billion divestment to Thermo Fisher significantly reduces debt, enhancing its financial stability and potentially boosting earnings per share. The strategic sale has made me more optimistic about Solventum's future, maintaining a modest long position. The company's valuation remains attractive, with earnings multiples reasonable, especially considering the substantial deleveraging progress. Solventum still needs to achieve solid organic growth, but the recent positive developments justify continued investment. Read the full article on Seeking Alpha
Seeking Alpha • Nov 30

Solventum: Concerns After A Partial Re-Rating

Summary Solventum's sales and margins have shown modest improvement, but concerns about 2025 earnings due to non-quantified headwinds make me cautious at current levels. The company, spun off from 3M, has a diversified healthcare portfolio but has faced flattish sales and high debt, impacting its valuation. Despite recent stock gains and improved guidance, potential 2025 earnings pressure from costs and investments warrants a cautious approach, prompting me to trim my position. Solventum's exploration of selling its purification filtration business could be a potential catalyst, but the impact remains uncertain without indicative pricing. Read the full article on Seeking Alpha
Seeking Alpha • Sep 11

Solventum: No Rush To Buy As Post-Spin Execution Will Take Time To Play Out

Summary 3M's healthcare spinoff, Solventum (SOLV), has seen its share price decline by 15% since the event in April, even as its parent has moved up steadily by 26%. SOLV could lose market share, with management projecting only 0.5% growth for FY24 and consensus expecting a similar cadence of revenue growth next year, well below the 4-6% industry growth. Solventum's financial health is strained by a high debt load and potentially lower threshold of FCF generation, dampening any near-term prospects of a dividend. Despite a compelling forward P/E ratio, investors should note that SOLV's earnings growth will be weighed down by a higher cost base as a standalone entity. SOLV's stock has benefitted from decent momentum since mid-July, but conditions are now looking overbought. Read the full article on Seeking Alpha
Seeking Alpha • Jul 07

Solventum: Stumbling Out Of The Gate

Summary Solventum Corporation, a spinoff of 3M Company's healthcare business, has seen an over 40% decline in shareholder value since going public in late March. The company is now reportedly considering acquiring Mediwound, a provider of tissue repair solutions, which may change its growth prospects. The stock appears attractive on a P/E and free cash flow yield basis, but that view comes with a couple of caveats. An analysis around Solventum Corporation follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • May 17

Solventum: A Reasonable Start, Still Some Questions To Be Asked

Summary Solventum Corporation, a healthcare spin-off from 3M Company, had a soft start of trading due to flattish sales and high debt. The company operates in various healthcare segments, including MedSurg, dental solutions, and purification & filtration activities. Despite concerns, Solventum posted positive first-quarter earnings, with sales slightly increasing and margin gains. These earnings likely cannot be sustained, although debt reduction (as a priority) is promising. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:SOLV - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20288,8307946511,40010
12/31/20278,4936485561,17912
12/31/20268,20139522461712
3/31/20268,2621,432-203151N/A
12/31/20258,3251,556-10369N/A
9/30/20258,4021,52450493N/A
6/30/20258,388380147586N/A
3/31/20258,308379385772N/A
12/31/20248,2544798051,185N/A
9/30/20248,2157201,1721,513N/A
6/30/20248,2071,0581,5231,837N/A
3/31/20248,2021,2901,5211,848N/A
12/31/20238,1971,3461,6251,915N/A
9/30/20238,1661,3811,5301,814N/A
6/30/20238,1011,2561,5421,817N/A
3/31/20238,0831,2861,5601,820N/A
12/31/20228,1301,3431,4281,679N/A
12/31/20218,1711,4601,9252,202N/A
12/31/20207,2811,1381,7552,026N/A

アナリストによる今後の成長予測

収入対貯蓄率: SOLVの収益は今後 3 年間で減少すると予測されています (年間-5.2% )。

収益対市場: SOLVの収益は今後 3 年間で減少すると予測されています (年間-5.2% )。

高成長収益: SOLVの収益は今後 3 年間で減少すると予測されています。

収益対市場: SOLVの収益 ( 2.8% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: SOLVの収益 ( 2.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SOLVの 自己資本利益率 は、3年後には高くなると予測されています ( 25.8 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/21 19:53
終値2026/05/21 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やYoutubeのチュートリアルも掲載しています。

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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

Solventum Corporation 13 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。20

アナリスト機関
Travis SteedBofA Global Research
Travis SteedBofA Global Research
Michael GormanBTIG