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Ashland Inc.NYSE:ASH 株式レポート

時価総額 US$2.5b
株価
US$55.01
US$73
24.6% 割安 内在価値ディスカウント
1Y2.4%
7D2.9%
ポートフォリオ価値
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Ashland Inc.

NYSE:ASH 株式レポート

時価総額:US$2.5b

Ashland(ASH)株式概要

は、北米および中南米、ヨーロッパ、アジア太平洋地域、そして世界中で添加剤や特殊成分を提供しています。 詳細

ASH 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0/6
財務の健全性3/6
配当金3/6

ASH Community Fair Values

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Materials opportunity

Ashland Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Ashland
過去の株価
現在の株価US$54.08
52週高値US$65.65
52週安値US$46.30
ベータ0.40
1ヶ月の変化-4.15%
3ヶ月変化-13.42%
1年変化2.42%
3年間の変化-41.26%
5年間の変化-39.66%
IPOからの変化466.75%

最新ニュース

ナラティブ更新 May 01

ASH: Future Margins Will Likely Improve On 2026 Guidance And Completed Buybacks

Analysts keep their average Ashland price target steady at $60.00, citing small model tweaks such as a slightly lower discount rate, modestly higher revenue growth and profit margin expectations, and a marginally lower future P/E assumption as the basis for this unchanged view. What's in the News Ashland updated full-year fiscal 2026 sales guidance to a range of $1,835 million to $1,870 million, giving you a specific revenue band to track for the upcoming year (Key Developments).
ナラティブ更新 Apr 16

ASH: EMEA Partnership And 2026 Guidance Will Support Future Upside

Analysts have maintained their $73.00 price target for Ashland, citing revised assumptions for discount rates, revenue growth, profit margins, and a lower future P/E estimate as the main factors supporting the unchanged outlook. What's in the News Ashland reported that from October 1, 2025 to December 31, 2025, it did not repurchase any shares under its existing program.

Recent updates

ナラティブ更新 May 01

ASH: Future Margins Will Likely Improve On 2026 Guidance And Completed Buybacks

Analysts keep their average Ashland price target steady at $60.00, citing small model tweaks such as a slightly lower discount rate, modestly higher revenue growth and profit margin expectations, and a marginally lower future P/E assumption as the basis for this unchanged view. What's in the News Ashland updated full-year fiscal 2026 sales guidance to a range of $1,835 million to $1,870 million, giving you a specific revenue band to track for the upcoming year (Key Developments).
ナラティブ更新 Apr 16

ASH: EMEA Partnership And 2026 Guidance Will Support Future Upside

Analysts have maintained their $73.00 price target for Ashland, citing revised assumptions for discount rates, revenue growth, profit margins, and a lower future P/E estimate as the main factors supporting the unchanged outlook. What's in the News Ashland reported that from October 1, 2025 to December 31, 2025, it did not repurchase any shares under its existing program.
ナラティブ更新 Apr 02

ASH: EMEA Distribution Partnership And Buybacks Will Support Future Upside Potential

Analysts have held Ashland's fair value at $73.00, with updated assumptions that include a slightly higher discount rate, a modest adjustment to revenue growth, a lower profit margin outlook, and a higher future P/E. Together these factors shape the latest view on the stock's risk and return trade off.
ナラティブ更新 Mar 19

ASH: Future Margins Will Likely Improve On Expanded EMEA Distribution And Buybacks

Analysts have adjusted their price target on Ashland from $51.00 to $60.00. This reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
ナラティブ更新 Mar 04

ASH: Global Distribution Partnership Will Support Future Upside Potential

Analysts have trimmed their price target on Ashland to $73 from $77, reflecting updated assumptions that include slightly different revenue growth and discount rate inputs, along with a higher projected profit margin and a lower future P/E multiple. What's in the News Ashland reported that between October 1, 2025 and December 31, 2025, it repurchased 0 shares under its existing buyback, while confirming that the overall program launched on June 28, 2023 has reached 5,826,514 shares, or 11.86%, for a total of $480.07 million (Key Developments).
ナラティブ更新 Feb 18

ASH: Repurchases And New Distribution Partnership Will Support Stronger Future Performance

Analysts have lifted their price target on Ashland from $63.20 to $67.10, reflecting updated assumptions that include a different discount rate, adjusted revenue growth and profit margin expectations, and a revised future P/E estimate. What’s in the News Ashland completed a share repurchase program covering 5,826,514 shares, representing 11.86% of the company, for a total of $480.07m under the buyback announced on June 28, 2023 (Key Developments).
分析記事 Feb 06

Ashland (NYSE:ASH) Is Paying Out A Dividend Of $0.415

Ashland Inc. ( NYSE:ASH ) has announced that it will pay a dividend of $0.415 per share on the 15th of March. The...
ナラティブ更新 Feb 04

ASH: Global Distribution And Buybacks Will Support Future Upside Potential

Analysts have maintained their fair value estimate for Ashland at $77.00. They indicate that updated assumptions for revenue growth, profit margins and future P/E broadly offset one another, resulting in a stable target.
分析記事 Jan 23

Ashland (NYSE:ASH) Will Pay A Dividend Of $0.415

The board of Ashland Inc. ( NYSE:ASH ) has announced that it will pay a dividend on the 15th of March, with investors...
ナラティブ更新 Jan 20

ASH: Higher Margins And Buyback Support Will Drive Bullish Upside

Analysts have nudged their price target on Ashland to US$77.00, reflecting modestly higher assumed revenue growth and profit margins, alongside a slightly lower future P/E multiple in their models. What's in the News Ashland reported that from July 1, 2025 to September 30, 2025, it repurchased 0 shares for US$0 under its ongoing buyback program.
ナラティブ更新 Jan 06

ASH: Earnings Outlook And Higher P/E Will Support Bullish Upside

Ashland's analyst price target moved from $79.00 to $77.00 as analysts factor in updated assumptions around fair value, profitability, revenue growth, and a higher future P/E multiple. What's in the News Ashland issued earnings guidance for full fiscal year 2026, giving you a clearer sense of management's current expectations for the business.
ナラティブ更新 Dec 14

ASH: Future Margins Will Likely Deteriorate Despite Stronger Revenue Outlook

Analysts have trimmed their price target on Ashland by approximately $2.00 to reflect expectations for stronger top line growth, but meaningfully lower profit margins that together warrant a higher future earnings multiple. What's in the News Ashland issued full fiscal 2026 guidance, projecting sales of $1,835 million to $1,905 million, implying organic growth of approximately one to five percent over the prior year (company guidance).
ナラティブ更新 Nov 28

ASH: New Guidance And Minimal Impact From Outage Will Drive Stronger Performance

Analysts have raised Ashland's fair value price target slightly from $62.40 to $63.20, citing updated expectations for revenue growth and evolving profitability assumptions. What's in the News Ashland Inc.
ナラティブ更新 Nov 03

ASH: Operational Recovery Will Drive Future Gains Despite Temporary Plant Impact

Analysts have revised Ashland's fair value estimate downward from $64.70 to $62.40. This revision reflects updated expectations for slightly increased revenue growth but lower profit margins, which together contribute to a modestly higher projected discount rate and future P/E multiple.
分析記事 Jul 08

Pinning Down Ashland Inc.'s (NYSE:ASH) P/S Is Difficult Right Now

It's not a stretch to say that Ashland Inc.'s ( NYSE:ASH ) price-to-sales (or "P/S") ratio of 1.2x seems quite...
Seeking Alpha Jun 08

Ashland: Time To Rise From Its Ashes

Summary Ashland's ongoing asset divestitures and buybacks have failed to drive meaningful per-share growth, while sales and earnings continue to shrink. Recent guidance cuts, weak organic performance, and rising leverage ratios highlight operational challenges and increase my caution toward the stock. Despite a >3% dividend yield and a lower valuation, I see few signs of a turnaround or value creation from current strategies. Given underwhelming results, elevated debt, and management turnover, I do not find Ashland's dip attractive and prefer to stay on the sidelines. Read the full article on Seeking Alpha
分析記事 May 17

Ashland's (NYSE:ASH) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Ashland Inc. ( NYSE:ASH ) has announced that it will be increasing its dividend by 2.5% on the 15th of...
分析記事 Mar 29

Is There An Opportunity With Ashland Inc.'s (NYSE:ASH) 46% Undervaluation?

Key Insights Ashland's estimated fair value is US$108 based on 2 Stage Free Cash Flow to Equity Current share price of...
Seeking Alpha Feb 27

Ashland Presents Attractive Upside Emerging From The Downcycle

Summary Ashland is generating attractive free cash flow and is well-positioned to achieve its 2027 target of $600 million EBITDA and 50% FCF conversion rate. Despite the stock selling off over the last 8 months, Ashland's strategic acquisitions and divestitures have strengthened its market position, with a focus on high-margin, patent-protected products. Ashland's strong balance sheet, low leverage, and fixed-rate debt provide stability and flexibility to navigate the current downcycle in the specialty chemicals sector. With significant insider buying and undervaluation relative to peers, Ashland presents an attractive investment opportunity with potential for 17.1%-23.5% annualized returns. Read the full article on Seeking Alpha
分析記事 Feb 20

We Like These Underlying Return On Capital Trends At Ashland (NYSE:ASH)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
分析記事 Feb 05

Ashland (NYSE:ASH) Takes On Some Risk With Its Use Of Debt

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 Jan 14

Here's Why Shareholders May Want To Be Cautious With Increasing Ashland Inc.'s (NYSE:ASH) CEO Pay Packet

Key Insights Ashland will host its Annual General Meeting on 21st of January CEO Guillermo Novo's total compensation...
Seeking Alpha Dec 12

Ashland: A Stable Stock Trading At 50% Discount To Its Intrinsic Value

Summary Ashland Inc. (NYSE: ASH) offers a promising upside of 58.3% with a target price of $125.72, driven by its strong financial fundamentals and growth potential in biotechnology. The company is well-diversified, primarily serving the pharmaceutical and cosmetic industries, which account for over two-thirds of its revenue. Despite a modest 2% dividend yield, Ashland consistently pays dividends and has a history of share buybacks, signaling shareholder commitment. Read the full article on Seeking Alpha
分析記事 Dec 10

Subdued Growth No Barrier To Ashland Inc.'s (NYSE:ASH) Price

There wouldn't be many who think Ashland Inc.'s ( NYSE:ASH ) price-to-earnings (or "P/E") ratio of 18.1x is worth a...
分析記事 Nov 06

Ashland Inc.'s (NYSE:ASH) Intrinsic Value Is Potentially 27% Above Its Share Price

Key Insights The projected fair value for Ashland is US$108 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 Sep 16

Here's Why Ashland (NYSE:ASH) Has A Meaningful Debt Burden

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
User avatar
新しいナラティブ Sep 02

Navigating Challenges With Critical Divestitures And Personal Care Sector Growth

Streamlining operations by exiting lower-margin businesses and focusing on high-margin sectors to improve profit margins and financial health.
分析記事 Aug 30

Returns On Capital At Ashland (NYSE:ASH) Paint A Concerning Picture

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
分析記事 Aug 15

Ashland's (NYSE:ASH) Soft Earnings Are Actually Better Than They Appear

Ashland Inc.'s ( NYSE:ASH ) earnings announcement last week contained some soft numbers, disappointing investors. We...
分析記事 Aug 12

Getting In Cheap On Ashland Inc. (NYSE:ASH) Is Unlikely

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
分析記事 Jul 28

A Look At The Fair Value Of Ashland Inc. (NYSE:ASH)

Key Insights The projected fair value for Ashland is US$101 based on 2 Stage Free Cash Flow to Equity Ashland's...
分析記事 Jun 20

Why Ashland Inc. (NYSE:ASH) Could Be Worth Watching

Ashland Inc. ( NYSE:ASH ), is not the largest company out there, but it had a relatively subdued couple of weeks in...
分析記事 Jun 05

Ashland (NYSE:ASH) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...

株主還元

ASHUS ChemicalsUS 市場
7D2.9%-1.4%2.2%
1Y2.4%10.6%31.1%

業界別リターン: ASH過去 1 年間で10.6 % の収益を上げたUS Chemicals業界を下回りました。

リターン対市場: ASHは、過去 1 年間で31.1 % のリターンを上げたUS市場を下回りました。

価格変動

Is ASH's price volatile compared to industry and market?
ASH volatility
ASH Average Weekly Movement6.9%
Chemicals Industry Average Movement7.3%
Market Average Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

安定した株価: ASH 、 US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: ASHの 週次ボラティリティ ( 7% ) 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
19242,900Guillermo Novowww.ashland.com

は、北米、中南米、欧州、アジア太平洋地域、および海外で添加剤および特殊成分を提供している。ライフサイエンス、パーソナルケア、スペシャリティアディティブス、中間体の各セグメントで事業を展開している。ライフサイエンス事業では、放出制御ポリマー、崩壊剤、錠剤コーティング剤、増粘剤、可溶化剤、錠剤結合剤などの医薬品ソリューション、増粘剤、安定剤、乳化剤、添加剤などの栄養ソリューション、農薬、診断用フィルム、ファインケミカルを提供している。パーソナルケア事業では、天然由来、自然由来、生分解性、機能性成分、歯磨き、洗口液、洗浄液、義歯洗浄、歯のケア、家庭用品では天然由来のレオロジー成分、生分解性表面湿潤剤、機能性カプセル剤、特殊ポリマーなどを提供している。特殊添加剤部門では、レオロジー調整剤、泡沫制御剤、界面活性剤、湿潤剤、pH中和剤、触媒コンバーターや環境フィルターに使用される先端セラミック、セラミックコンデンサー、プラズマディスプレイパネル、太陽電池の製造用原料、捺染用原料、熱可塑性金属、溶接用合金を提供している。中間体部門は、1,4ブタンジオールと、n-メチルピロリドンを含む関連誘導体を生産している。建築塗料、建設、エネルギー、食品・飲料、パーソナルケア、製薬など、幅広い消費者・産業市場の顧客に製品を提供している。旧社名はアシュランド・グローバル・ホールディングス・インクで、2022年8月に社名をアシュランド・インクに変更した。アシュランド・インクは1924年に設立され、デラウェア州ウィルミントンに本社を置いている。

Ashland Inc. 基礎のまとめ

Ashland の収益と売上を時価総額と比較するとどうか。
ASH 基礎統計学
時価総額US$2.52b
収益(TTM)-US$685.00m
売上高(TTM)US$1.81b
1.4x
P/Sレシオ
-3.6x
PER(株価収益率

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
ASH 損益計算書(TTM)
収益US$1.81b
売上原価US$1.21b
売上総利益US$602.00m
その他の費用US$1.29b
収益-US$685.00m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)-14.96
グロス・マージン33.30%
純利益率-37.89%
有利子負債/自己資本比率73.6%

ASH 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
-11%
配当性向

ASH 配当は確実ですか?

ASH 配当履歴とベンチマークを見る
ASH 、いつまでに購入すれば配当金を受け取れますか?
Ashland 配当日
配当落ち日Jun 01 2026
配当支払日Jun 15 2026
配当落ちまでの日数20 days
配当支払日までの日数34 days

ASH 配当は確実ですか?

ASH 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2026/05/11 21:36
終値2026/05/11 00:00
収益2026/03/31
年間収益2025/09/30

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

Ashland Inc. 9 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
William SeleskyArgus Research Company
John McNultyBMO Capital Markets Equity Research
David BegleiterDeutsche Bank