Dow（DOW）株式概要
ダウ・インクはその子会社を通じて、米国、カナダ、欧州、中東、アフリカ、インド、アジア太平洋地域、中南米において、パッケージング、インフラストラクチャー、モビリティ、消費者向けアプリケーション向けの様々な材料科学ソリューションを提供している。 詳細
DOW Community Fair Values
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Analyst Price Targets
Dow Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$30.31 |
| 52週高値 | US$42.74 |
| 52週安値 | US$20.40 |
| ベータ | 0.43 |
| 1ヶ月の変化 | -10.46% |
| 3ヶ月変化 | -21.96% |
| 1年変化 | 8.29% |
| 3年間の変化 | -42.79% |
| 5年間の変化 | -48.29% |
| IPOからの変化 | -46.12% |
最新ニュース
ナラティブ更新 • Jul 13
DOW: Cost Savings And Tightening Supply Will Support Future Earnings Resilience
Analysts have trimmed their average fair value estimate for Dow to about $48 from $51, citing a wave of lower price targets across the Street as they factor in softer commodity chemicals pricing, easing oil related benefits, and more conservative long term P/E assumptions. Analyst Commentary Recent research on Dow shows a clear reset in price targets, but there are still several areas where bullish analysts see room for the stock to work, particularly around execution, cost control, and potential improvement in supply and pricing conditions.Seeking Alpha • Jul 01
Dow: Equipped To Survive The Downcycle
Summary Dow Inc. is upgraded to Buy as geopolitical supply shocks and a major legal windfall have de-risked its balance sheet and dividend. DOW benefits from North American ethane-based production as global oil-linked costs rise, widening integrated margins and driving record polyethylene sales growth. Cost-cutting initiatives, including $1B in annual savings and European asset rationalization, are ahead of schedule, structurally lowering DOW's breakeven and enhancing future operating leverage. Valuation is attractive: DOW trades at low multiples on depressed EBITDA, with normalization and cost savings potentially compressing EV/EBITDA to 5–6x versus historical 7–8x. Read the full article on Seeking Alphaナラティブ更新 • Jun 29
DOW: Tightening Supply And Cost Savings Will Support Stronger Future Earnings Power
For Dow, the analyst fair value estimate has been revised from $48.00 to $51.00 as analysts factor in both lower Street price targets tied to chemical pricing pressure and supply outlook, as well as offsetting support from recent upgrades that highlight potential relief from oversupply and ongoing cost savings efforts. Analyst Commentary Recent Street research on Dow highlights a split picture, with some firms trimming price targets on chemical pricing concerns while other bullish analysts point to improving supply conditions, cost savings progress, and upgraded views on the stock.Recent updates
ナラティブ更新 • Jul 13
DOW: Cost Savings And Tightening Supply Will Support Future Earnings Resilience
Analysts have trimmed their average fair value estimate for Dow to about $48 from $51, citing a wave of lower price targets across the Street as they factor in softer commodity chemicals pricing, easing oil related benefits, and more conservative long term P/E assumptions. Analyst Commentary Recent research on Dow shows a clear reset in price targets, but there are still several areas where bullish analysts see room for the stock to work, particularly around execution, cost control, and potential improvement in supply and pricing conditions.Seeking Alpha • Jul 01
Dow: Equipped To Survive The Downcycle
Summary Dow Inc. is upgraded to Buy as geopolitical supply shocks and a major legal windfall have de-risked its balance sheet and dividend. DOW benefits from North American ethane-based production as global oil-linked costs rise, widening integrated margins and driving record polyethylene sales growth. Cost-cutting initiatives, including $1B in annual savings and European asset rationalization, are ahead of schedule, structurally lowering DOW's breakeven and enhancing future operating leverage. Valuation is attractive: DOW trades at low multiples on depressed EBITDA, with normalization and cost savings potentially compressing EV/EBITDA to 5–6x versus historical 7–8x. Read the full article on Seeking Alphaナラティブ更新 • Jun 29
DOW: Tightening Supply And Cost Savings Will Support Stronger Future Earnings Power
For Dow, the analyst fair value estimate has been revised from $48.00 to $51.00 as analysts factor in both lower Street price targets tied to chemical pricing pressure and supply outlook, as well as offsetting support from recent upgrades that highlight potential relief from oversupply and ongoing cost savings efforts. Analyst Commentary Recent Street research on Dow highlights a split picture, with some firms trimming price targets on chemical pricing concerns while other bullish analysts point to improving supply conditions, cost savings progress, and upgraded views on the stock.分析記事 • Jun 17
Dow (DOW) Stock Could Be 22.7% Undervalued After Xylem Water Reuse Deal
Dow stock reacts to new water sustainability agreement Dow (DOW) is in focus after Xylem Inc. agreed to design, build and operate advanced water treatment and reuse systems at Dow’s Fort Saskatchewan industrial complex in Alberta, Canada. See our latest analysis for Dow. Despite the sustainability focus of the new Xylem agreement and recent conference appearances, Dow’s share price has eased in the short term, with a 30-day share price return down 14.9%, while the 1-year total shareholder...
ナラティブ更新 • Jun 15
DOW: Supply Chain Disruptions And Cost Cuts Will Shape Margins Ahead
Analysts have raised the fair value estimate for Dow stock from $27.00 to $35.00. This change reflects updated views that incorporate revised price targets, gradual normalization in chemical pricing, and expectations for improving revenue growth and profit margins.
ナラティブ更新 • Jun 01
DOW: Tighter Polyethylene Supply And Cost Actions Will Shape Upside Outlook
Analysts have trimmed the fair value estimate for Dow slightly to about $42.63 from $42.94 as they factor in normalizing chemical prices, some demand destruction, and mixed but generally more constructive views on supply tightness, cost savings, and polyethylene margins. Analyst Commentary Street research on Dow has been active, with several firms adjusting ratings and targets as they reassess the impact of supply disruptions, polyethylene pricing, and cost initiatives on the company’s valuation and execution risks.ナラティブ更新 • May 02
DOW: Tighter Polyethylene Supply And Leadership Transition Will Shape Balanced Outlook
Dow's Analyst Price Target has increased from $29.94 to $42.94 as analysts factor in tighter polyethylene supply, potential margin support, a slightly lower discount rate, adjusted revenue growth and profit margin assumptions, and a modestly reduced future P/E multiple. Analyst Commentary Recent research points to a cluster of price target changes and rating shifts around Dow, with many tied to tighter polyethylene supply, higher energy prices and conflict driven disruptions in the Middle East and Strait of Hormuz.ナラティブ更新 • Apr 18
DOW: Tighter Polyethylene Supply Should Support Higher Future Earnings Multiple
Analysts have raised their average price target for Dow by incorporating higher assumed revenue growth, slightly wider profit margins, and updated P/E expectations, supported by a series of recent upgrades and target hikes tied to tighter global polyethylene supply and higher energy-driven cost curves. Analyst Commentary Recent Street research has tilted more constructive on Dow, with a cluster of upgrades and higher price targets anchored to tighter global polyethylene supply, higher energy price assumptions, and updated views on mid cycle earnings power.ナラティブ更新 • Apr 04
DOW: Tighter Polyethylene Supply And Share Buybacks Will Support Higher Future Multiple
Analysts have lifted the fair value estimate for Dow to $48.00 from $38.39 as higher price targets cluster around expectations for tighter polyethylene supply, stronger near term margins, and a higher future P/E profile. Analyst Commentary Recent research on Dow reflects a clear turn toward more constructive views, with multiple upgrades and higher price targets clustered around expectations for tighter polyethylene supply, firmer margins, and a richer P/E profile.ナラティブ更新 • Mar 21
DOW: Gulf Supply Disruptions Will Fail To Sustain Recently Improved Margins
Analysts have raised the fair value estimate for Dow from $22.00 to $27.00, citing higher price targets associated with tighter global polyethylene supply, expectations for stronger margins, and revised P/E assumptions following a series of recent upgrades and target increases from major firms. Analyst Commentary Recent Street research on Dow has shifted sharply more constructive, with several large firms lifting ratings and price targets in response to tighter global polyethylene supply and disruption linked to the Iran conflict.ナラティブ更新 • Mar 05
DOW: Commodity Margin Upside And Oversupply Risks Shape Balanced Future Outlook
Analysts have raised their implied fair value estimate for Dow from about $27.81 to roughly $29.94, citing higher Street price targets and expectations for firmer commodity margins, as recent research highlights potential upside risks for petrochemical pricing and polyethylene supply. Analyst Commentary Recent Street research on Dow reflects a mix of optimism and caution, with several firms adjusting ratings and price targets as they reassess commodity exposure, margins, and demand trends in chemicals and petrochemicals.ナラティブ更新 • Feb 18
DOW: Improving Industry Setup And Buybacks Will Support Higher Future Earnings Multiple
Analysts have trimmed their fair value estimate for Dow to about $38.39 from $41.52, reflecting updated views on discount rates, revenue growth, profit margins, and a lower assumed future P/E, even as recent Street research has generally moved official price targets higher by $1 to $5. Analyst Commentary Recent Street research on Dow has tilted constructive, with several bullish analysts lifting their price targets in quick succession.分析記事 • Feb 12
Dow Inc.'s (NYSE:DOW) Price Is Right But Growth Is Lacking After Shares Rocket 28%
Despite an already strong run, Dow Inc. ( NYSE:DOW ) shares have been powering on, with a gain of 28% in the last...ナラティブ更新 • Feb 04
DOW: Oversupply And Weak Margins Will Undermine Fragile Earnings Outlook
Analysts have nudged their average price targets on Dow higher by low single digit dollars, citing recent target raises from firms such as Citi, UBS, Jefferies, RBC Capital, and Mizuho. One reduction from BofA reflects more cautious views on oversupply and mixed sector conditions.ナラティブ更新 • Jan 21
DOW: Cost Discipline And Mixed Industry Backdrop Shape Balanced Future Prospects
Narrative Update on Dow Analysts have nudged their average price target on Dow slightly higher by about US$4, reflecting updated expectations around revenue growth, profitability, and future P/E assumptions following recent sector and company specific research. Analyst Commentary Recent research shows a split view on Dow, with some price targets moving higher and at least one trim, while ratings generally sit in the middle of the road.ナラティブ更新 • Jan 07
DOW: Cost Driven Earnings Will Prove Fragile In Weak Commodity Cycle
Narrative Update on Dow Analysts have nudged their average price target on Dow higher to around the mid 20s. This reflects mixed views that balance recent cost driven earnings strength with ongoing caution around the durability of commodity and end market demand.ナラティブ更新 • Dec 18
DOW: Cost Controls And AI Modernization Will Face Cyclical Commodity Headwinds
Analysts have nudged their fair value estimate for Dow higher, lifting the price target by about $2 to reflect improved cost controls and better operating rates highlighted in recent research, even as they caution that these commodity tailwinds may prove temporary. Analyst Commentary Bearish analysts continue to flag structural and cyclical headwinds that could limit upside for Dow, even after the recent rally.ナラティブ更新 • Dec 04
DOW: Cost Discipline And Higher Operating Rates Will Support Future Upside Potential
Analysts raised their price target for Dow Inc. by $3 to $27, reflecting confidence in recent cost-driven earnings strength while still acknowledging macro headwinds and commodity market volatility.ナラティブ更新 • Nov 20
DOW: Cost Reductions And Higher Operating Rates Will Drive Future Performance
Dow's analyst price target has edged down slightly to $27.82 from $27.94 as analysts point to recent earnings beat driven by cost cuts and operational improvements. However, they remain cautious given concerns about commodity market consistency and the sustainability of current gains.ナラティブ更新 • Nov 05
DOW: Cost Efficiencies And Operating Rates Will Support Upside Despite Commodity Volatility
Analysts have raised their price target for Dow Inc. by approximately $0.71, reflecting improving revenue growth and cost efficiencies.ナラティブ更新 • Oct 22
Analysts Adjust Dow Price Target Amid Uncertainty Highlighted in Recent Earnings and Valuation Updates
Analysts have lowered their fair value price target for Dow by approximately $0.59 to $27.24. They cite a weaker macroeconomic outlook, softer industrial demand, and ongoing concerns about the company's earnings trajectory.ナラティブ更新 • Oct 08
Capital Adjustments And Cost Cuts Will Support Cash Flow
Narrative Update on Dow: Analyst Price Target Revision Analysts have reduced their price target for Dow to $26 from $30, citing ongoing challenges such as weak earnings prospects, risks to exports due to tariffs, and an anticipated dividend cut. Analyst Commentary Recent updates from Street research have highlighted both optimistic and cautious perspectives on Dow's outlook amid challenging market conditions.ナラティブ更新 • Sep 24
Capital Adjustments And Cost Cuts Will Support Cash Flow
Dow’s price target was revised downward to $28.24 as analysts cited weak earnings visibility, pressure on commodity chemical profitability, ongoing trade and pricing headwinds, and a dividend cut reflecting heightened balance sheet caution. Analyst Commentary Ongoing weak earnings outlook and reduced profitability in core commodity chemicals.ナラティブ更新 • Sep 09
Capital Adjustments And Cost Cuts Will Support Cash Flow
Dow’s consensus price target was modestly lowered to $28.65 as analysts cite persistently weak demand, soft pricing, ongoing risks to export volumes, reduced EBITDA forecasts, and the heightened possibility of a dividend cut amid sustained earnings pressure. Analyst Commentary Persistently weak operating environment and soft demand across Dow’s end markets continue to depress pricing and volumes.Seeking Alpha • Apr 25
Dow Moves To A Crisis Footing As Downside Risks Build (Rating Downgrade)
Summary Dow's shares have underperformed due to weak pricing power, manufacturing activity, and Chinese construction market, with a 40% drop since my last "buy" recommendation. Given weak results, Dow is aggressively cutting costs and improving liquidity, including job cuts, delaying projects, and selling assets to preserve cash. The 9.6% dividend yield is at risk, especially if the economy worsens, with a potential 25-50% chance of a significant cut. Given the uncertain macro environment and trade tensions, I downgrade Dow to a "hold," given it may have to prioritize its balance sheet over shareholders. Read the full article on Seeking AlphaSeeking Alpha • Mar 20
Dow: Wait And See For The Cycle To Turn
Summary Dow Inc. faces challenges with slowing sales, margin pressures, and a potentially unsustainable 7.46% dividend yield amid a tough global environment. The company’s segments, particularly Packaging & Specialty Plastics and Industrial Intermediates & Infrastructure, are experiencing declining sales due to oversupply and weak global demand. Despite strategic cost-cutting and reduced CapEx plans, Dow's valuation metrics and negative free cash flow raise concerns about its financial health. Given the cyclical nature of the business and current market conditions, I rate Dow as a hold, awaiting a positive market cycle. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Dow Is An Excessively Cheap Materials Stock (Technical Analysis)
Summary Despite net negative technicals, there were key bottoming signs for the stock in the indicators and so a bullish reversal may be near. Q4 earnings were a bit disappointing but revenue growth remains at above average levels compared to past years. The P/S ratio's major contraction reflects undervaluation in the stock as it is disconnected from the financials and is at an excessive discount to the sector. I initiate Dow stock at a buy rating as the potential for a bullish reversal is high and the fundamental setup is appealing at current levels. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Tough Environment Offers A Cyclical Buying Opportunity For Dow
Summary Dow's stock has been declining due to weak earnings and revenue, but the dividend is very attractive and potentially sustainable. Short-term challenges include high feedstock costs and planned maintenance, but long-term prospects are promising with economic recovery and cost-saving measures. The Texas-8 Cracker's return to full production and the Path2Zero program are expected to boost future earnings significantly. Despite current struggles, Dow's strong balance sheet and strategic partnerships position it well for a cyclical rebound, making it a buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 07
Dow: Don't Buy Yet
Summary Dow's stock has been declining since April 2024 due to challenging macro conditions, weak earnings, and removal from the Dow Jones index. Elevated capital expenditures are forecasted until 2027, straining the balance sheet, while earnings remain insufficient to cover both capex and shareholder returns. Reversal of globalization and weak demand in key markets like Europe and China further complicate Dow's earnings outlook, necessitating asset sales or debt. Despite a clear management plan, the current economic conditions and financial strain warrant patience, with potential risks to dividend sustainability and shareholder returns. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Dow Is A Buy For The Very Patient
Summary Dow Inc. shares have dropped 25% in three months, but the stock has value due to its strategic supply chain role and decent dividend. Dow's three main segments—Packaging and Specialty Plastics, Industrial Intermediates and Infrastructure, and Performance Materials and Coating—are crucial for various industries, making it a key economic player. Despite soft demand and macroeconomic risks, Dow's balance sheet can support its 7% dividend, with potential mid-term earnings growth from ongoing projects. Dow offers a potential 14% CAGR by 2028, but due to economic volatility, it should be a small part of a diversified portfolio. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Dow: A 6% Dividend Yield Opportunity As Materials Giant Remains Undervalued (Upgrade)
Summary Dow Inc. gets upgraded to a buy from my prior sell rating, as its 6% dividend yield and undervaluation present an opportunity. Although it has weak revenue and earnings forecasts, DOW could see an upside from future growth in the construction and data-center segments. The firm has investment-grade ratings from top agencies like Fitch. Trading at a 1-year low price and 20% below its 200-day SMA, it presents a nice potential upside and price appreciation, should future earnings beat estimates. The continued risk of environmental contamination issues could pose a future downside risk of lawsuits, negative press, and fines. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
Dow: Portfolio Optimization Ahead, Buy Reiterated
Summary Dow's portfolio continues to evolve, and we positively view the company's EU asset optimization. Investor sentiment on chemicals appears to be near a low point. The company offers downside protection thanks to a solid balance sheet and supportive shareholders' remuneration. DOW's strategic investments in high-growth businesses are expected to drive multi-year earnings growth. Our buy is confirmed. Read the full article on Seeking Alpha株主還元
| DOW | US Chemicals | US 市場 | |
|---|---|---|---|
| 7D | 5.8% | -2.3% | 0.2% |
| 1Y | 8.3% | 5.7% | 19.6% |
業界別リターン: DOW過去 1 年間で5.7 % の収益を上げたUS Chemicals業界を上回りました。
リターン対市場: DOWは、過去 1 年間で19.6 % のリターンを上げたUS市場を下回りました。
価格変動
| DOW volatility | |
|---|---|
| DOW Average Weekly Movement | 6.0% |
| Chemicals Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: DOW 、 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: DOWの 週次ボラティリティ ( 6% ) 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 |
|---|---|---|---|
| 1897 | 34,600 | Karen Carter | www.dow.com |
ダウ・インクは子会社を通じて、米国、カナダ、欧州、中東、アフリカ、インド、アジア太平洋地域、中南米において、パッケージング、インフラストラクチャー、モビリティ、消費者用途向けの様々な材料科学ソリューションを提供している。同社はパッケージング＆スペシャリティプラスチックス、工業中間体＆インフラストラクチャー、パフォーマンスマテリアルズ＆コーティングの各セグメントを通じて事業を展開している。包装・機能性プラスチック部門は、エチレン、プロピレン、ポリエチレン、芳香族製品、およびポリオレフィンエラストマー、エチレン酢酸ビニル、エチレンプロピレンジエンモノマーゴムなどのその他のエチレン誘導品を提供している。工業用中間体・インフラストラクチャー事業では、酸化プロピレン、プロピレングリコール、ポリエーテルポリオールなどのポリウレタン、芳香族イソシアネート、完全配合ポリウレタンシステム、塩素・苛性ソーダ、二塩化エチレン、塩化ビニルモノマーからなるクロール・アルカリ・ビニル、セルロースエーテル、再分散性ラテックスパウダー、アクリルエマルションからなる建築用化学品、コーティング剤、接着剤、シーリング剤、エラストマー、複合材料を提供している。パフォーマンスマテリアルズ＆コーティングス部門は、建築用塗料、工業用塗料、アクリル系ビルディングブロック、シリコンメタル、シロキサン、中間体などを提供している。また、損害保険や再保険事業も行っている。同社は1897 年に設立され、ミシガン州ミッドランドに本社を置く。
Dow Inc. 基礎のまとめ
| DOW 基礎統計学 | |
|---|---|
| 時価総額 | US$21.89b |
| 収益（TTM） | -US$2.86b |
| 売上高(TTM) | US$39.33b |
0.6x
P/Sレシオ-7.6x
PER（株価収益率DOW は割高か？
公正価値と評価分析を参照収益と収入
| DOW 損益計算書（TTM） | |
|---|---|
| 収益 | US$39.33b |
| 売上原価 | US$36.87b |
| 売上総利益 | US$2.46b |
| その他の費用 | US$5.32b |
| 収益 | -US$2.86b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 23, 2026
| 一株当たり利益（EPS） | -3.97 |
| グロス・マージン | 6.25% |
| 純利益率 | -7.27% |
| 有利子負債／自己資本比率 | 108.2% |
DOW 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
4.6%
現在の配当利回り-44%
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 | 2026/07/14 09:00 |
| 終値 | 2026/07/14 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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
Dow Inc. 15 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。34
| アナリスト | 機関 |
|---|---|
| William Selesky | Argus Research Company |
| null null | Argus Research Company |
| Michael Leithead | Barclays |