Dow Inc.

NYSE:DOW 株式レポート

時価総額：US$19.7b

Dow 将来の成長

Future 基準チェック /36

Dow利益と収益がそれぞれ年間45.1%と3.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.2% 50.9%なると予測されています。

主要情報

45.1%

収益成長率

50.87%

EPS成長率

Chemicals 収益成長16.4%
収益成長率3.8%
将来の株主資本利益率10.23%
アナリストカバレッジ

Good

最終更新日06 Jul 2026

今後の成長に関する最新情報

Recent updates

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
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

業績と収益の成長予測

NYSE:DOW - 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
12/31/202844,9271,4602,0325,27610
12/31/202745,2311,5982,3375,13615
12/31/202644,7261,8542,3645,12116
3/31/202639,331-2,859-3802,065N/A
12/31/202539,968-2,634-1,6041,032N/A
9/30/202540,913-1,145-1,1511,562N/A
6/30/202541,819-994-1,7901,235N/A
3/31/202542,630281-5512,541N/A
12/31/202442,9641,104-2292,914N/A
9/30/202443,1801,0524943,756N/A
6/30/202443,0311,1411,5714,614N/A
3/31/202443,5361,1872,1875,125N/A
12/31/202344,6225782,5045,196N/A
9/30/202345,8601,2962,9065,618N/A
6/30/202349,2451,7313,3255,900N/A
3/31/202353,4892,9013,9936,407N/A
12/31/202256,9024,5585,2277,475N/A
9/30/202259,4075,6755,3307,972N/A
6/30/202260,1296,6156,2388,753N/A
3/31/202258,3506,8546,4338,903N/A
12/31/202154,9686,2794,5937,009N/A
9/30/202151,3105,7864,5756,064N/A
6/30/202146,1854,0833,6375,110N/A
3/31/202140,6541,9653,4044,696N/A
12/31/202038,5421,2164,8346,226N/A
9/30/202038,040-2,3434,8706,546N/A
6/30/202039,092-1,9844,7516,503N/A
3/31/202041,752-1,6843,8095,788N/A
12/31/201942,951-1,810N/A5,930N/A
9/30/201944,691974N/A5,710N/A
6/30/201946,5611,321N/A4,717N/A
3/31/201948,0602,083N/A4,739N/A
12/31/201849,6042,806N/A4,254N/A
12/31/201743,730-1,431N/A-4,929N/A
12/31/201636,0991,092N/AN/AN/A
12/31/201537,1016,087N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: DOWは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: DOW今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: DOW今後 3 年以内に収益を上げることが予想されます。

収益対市場: DOWの収益 ( 3.8% ) US市場 ( 12.8% ) よりも低い成長が予測されています。

高い収益成長: DOWの収益 ( 3.8% ) 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: DOWの 自己資本利益率 は、3年後には低くなると予測されています ( 10.2 %)。

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2026/07/07 04:23
終値2026/07/07 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

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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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. 16 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 SeleskyArgus Research Company
null nullArgus Research Company
Michael LeitheadBarclays