Ecolab（ECL）株式概要
エコラボは、水、衛生、感染予防に関するソリューションとサービスを米国内外で提供しています。 詳細
ECL Community Fair Values
Create NarrativeSee what 60 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Ecolab Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$256.00 |
| 52週高値 | US$309.27 |
| 52週安値 | US$243.15 |
| ベータ | 0.93 |
| 1ヶ月の変化 | -0.24% |
| 3ヶ月変化 | -16.98% |
| 1年変化 | -3.62% |
| 3年間の変化 | 47.89% |
| 5年間の変化 | 18.82% |
| IPOからの変化 | 17,708.70% |
最新ニュース
Recent updates
ナラティブの更新 • Apr 25
ECL: Structural Pricing Power Will Support Execution Of CoolIT Data Center Acquisition
Analysts nudged the price target on Ecolab slightly lower to reflect a fair value adjustment of about $0.33, balancing more cautious margin and discount rate assumptions with Street research that highlights both recent target cuts and a string of upgrades and price target increases related to pricing power and the CoolIT acquisition. Analyst Commentary Street research on Ecolab has been active, with a mix of higher and lower price targets alongside several upgrades.Seeking Alpha • Apr 23
Ecolab: Cool Off With Heating Up Returns
Summary Ecolab is positioned as a critical behind-the-scenes beneficiary of the AI and data center expansion, providing essential water and hygiene solutions. ECL's growth is underpinned by recurring revenue, strategic acquisitions like CoolIT Systems, and accelerating demand for water management in AI-driven industries. Shares trade at a forward P/E of 32.6, below a fair value estimate of $283, with projected 12.7% annual EPS growth through 2028. Key risks include energy/raw material inflation and geopolitical/currency headwinds, but ECL's Dividend Aristocrat status and stable model support long-term total returns. Read the full article on Seeking Alphaナラティブの更新 • Apr 10
ECL: Structural Pricing Power Will Support Execution Of Future Data Center Acquisition
The updated analyst price target for Ecolab edges slightly lower to $319.29 from $320.43, as analysts factor in mixed recent research that includes several target cuts tied to valuation concerns around the $4.75b CoolIT deal, as well as upgrades and price target raises that highlight Ecolab's pricing power and positioning as a potential inflation beneficiary. Analyst Commentary Recent research on Ecolab reflects a mixed but engaged analyst community, with several firms revisiting their models after the announced US$4.75b CoolIT acquisition and recent pricing actions.ナラティブの更新 • Mar 26
ECL: Structural Pricing Power Will Support Execution On CoolIT Data Center Deal
Ecolab's updated analyst price target edges down from $321.86 to $320.43 as analysts factor in higher revenue growth assumptions, slightly lower projected profit margins, and a modestly reduced future P/E multiple, following a mix of recent target increases, target cuts, and rating changes across the Street. Analyst Commentary Recent Street research on Ecolab shows a mix of optimism and caution, with several firms adjusting ratings and targets around pricing power, deal valuation, and execution.ナラティブの更新 • Mar 11
ECL: Upward Sector Catalysts And Buybacks Will Support Elevated Execution Risk
The updated analyst price target for Ecolab reflects a modest recalibration in our model. The fair value estimate of $321.86 is supported by slightly higher revenue growth assumptions, a lower discount rate, and broadly consistent profit margin and future P/E inputs that align with a recent wave of upward price target revisions from multiple research firms.ナラティブの更新 • Feb 25
ECL: Fair Outlook As Sector Catalysts Meet Elevated Execution Risk
The analyst fair value estimate for Ecolab has shifted from about $296 to around $322 as analysts collectively raise price targets. This change reflects updated views on margin potential, valuation multiples, and the broader chemicals sector backdrop.ナラティブの更新 • Feb 10
ECL: Fair Outlook As Data Center Cooling Meets Sector Supply Uncertainty
Narrative Update The analyst price target on Ecolab has been nudged higher by about $1 to roughly $296, as analysts incorporate slightly firmer assumptions around revenue growth, profit margins, and a modestly lower future P/E, supported by recent price target increases at several firms even as some ratings have turned more cautious. Analyst Commentary Recent research on Ecolab reflects a mix of optimism on long term positioning and caution on near term risk and valuation, with several firms adjusting price targets and at least one turning more guarded on the shares.ナラティブの更新 • Jan 26
ECL: Fair Outlook As Cooling Demand Meets Uncertain Chemicals And Agriculture Backdrop
Ecolab's analyst price target has moved slightly higher to about $295, as analysts factor in small adjustments to fair value and profitability assumptions, along with recent target increases from firms such as Citi, BofA, and UBS, partly offset by a downgrade from another research house. Analyst Commentary Recent research has been mixed, with some bullish analysts fine tuning their targets higher and one bearish analyst turning more cautious.ナラティブの更新 • Jan 11
ECL: Fair Outlook Balances Margin Strength With Uncertain Chemical And Agriculture Backdrop
Analysts have inched their fair value estimate for Ecolab higher, with the price target moving by about US$2.56 to US$294.71, citing updated views on revenue growth potential, a slightly adjusted discount rate, and ongoing discussion of industry catalysts such as chemical sector oversupply, mixed agriculture trends, and possible demand support from improving PMI indicators and future rate cuts. Analyst Commentary Recent research updates around Ecolab point to a generally constructive stance, with price targets nudging higher and coverage being reinstated with a positive angle.ナラティブの更新 • Dec 26
ECL: Rising Margins And Dividend Growth Will Support Resilient Returns
Analysts have nudged their price target on Ecolab slightly higher, with fair value rising about $0.40 to approximately $292 per share, citing expectations for continued operating margin expansion into 2026 and resilient above average returns on equity, despite a challenging macro backdrop for specialty chemicals. Analyst Commentary Street research remains constructive on Ecolab, with recent updates highlighting both upside drivers and lingering macro sensitivities that could influence the pace of multiple expansion and earnings growth.ナラティブの更新 • Dec 11
ECL: Rising Margins And Dividend Increase Will Support Strong Returns Into 2026
Analysts have modestly raised their price target on Ecolab by $10 to $325, citing improving operating margins, above average returns on equity, and resilient prospects despite a challenging macro backdrop for specialty chemicals volumes. Analyst Commentary Bullish analysts highlight that Ecolab's medium term setup remains attractive, underpinned by structurally improving operating margins and above average returns on equity that support a higher valuation multiple.分析記事 • Dec 08
Ecolab's (NYSE:ECL) Shareholders Will Receive A Bigger Dividend Than Last Year
Ecolab Inc. ( NYSE:ECL ) will increase its dividend from last year's comparable payment on the 15th of January to...ナラティブの更新 • Nov 27
ECL: Margin Expansion From One Ecolab Will Drive Steady Returns Into 2026
Analysts have raised their price targets for Ecolab, with the consensus forecast increasing from $315 to $325 per share. This change is driven by expectations for continued margin expansion and robust medium-term growth prospects.ナラティブの更新 • Nov 13
ECL: Margin Expansion Will Drive Stronger Performance Through 2026
Ecolab’s fair value price target has been modestly increased from $290.15 to $291.75. This reflects analysts’ continued confidence in the company’s margin expansion and growth prospects, despite ongoing macroeconomic challenges.分析記事 • Oct 31
The Ecolab Inc. (NYSE:ECL) Third-Quarter Results Are Out And Analysts Have Published New Forecasts
Shareholders might have noticed that Ecolab Inc. ( NYSE:ECL ) filed its quarterly result this time last week. The early...ナラティブの更新 • Oct 29
Margin Expansion And Digital Solutions Will Drive Outperformance Over The Next Few Years
The fair value estimate for Ecolab has increased slightly from $286.10 to $290.15. Analysts point to improving medium-term growth prospects and higher operating margin expectations, citing several recent upward price target revisions.分析記事 • Sep 21
With EPS Growth And More, Ecolab (NYSE:ECL) Makes An Interesting Case
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...ナラティブの更新 • Sep 06
Digital Technologies And Life Sciences Will Open New Markets
Ecolab’s consensus analyst price target was modestly raised to $285.95, reflecting increased confidence in growth and margin expansion from the "One Ecolab" initiative and improved sector sentiment, despite valuation concerns. Analyst Commentary Bullish analysts cite the "One Ecolab" initiative as a catalyst for accelerating growth and driving margin expansion.分析記事 • Sep 04
Is Ecolab (NYSE:ECL) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Aug 21
Is It Too Late To Consider Buying Ecolab Inc. (NYSE:ECL)?
NYSE:ECL 1 Year Share Price vs Fair Value Explore Ecolab's Fair Values from the Community and select yours Today we're...分析記事 • Aug 01
Ecolab Inc. (NYSE:ECL) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates
Ecolab Inc. ( NYSE:ECL ) shareholders are probably feeling a little disappointed, since its shares fell 3.0% to US$262...分析記事 • Jul 21
What Ecolab Inc.'s (NYSE:ECL) P/E Is Not Telling You
With a price-to-earnings (or "P/E") ratio of 36.2x Ecolab Inc. ( NYSE:ECL ) may be sending very bearish signals at the...分析記事 • Jun 15
A Look At The Fair Value Of Ecolab Inc. (NYSE:ECL)
Key Insights Ecolab's estimated fair value is US$227 based on 2 Stage Free Cash Flow to Equity Current share price of...Seeking Alpha • Apr 07
Ecolab: 40 Times Free Cash Flow Is Still Not Justified
Summary Despite Ecolab's 47.5% gain since my last article, I maintain a "Hold" rating due to its high valuation and uncertain growth prospects. Valuation multiples remain high, with Ecolab trading at 34.4 times earnings and 40.0 times free cash flow, similar to three years ago. Ecolab's management targets 12%-15% EPS growth, but I find this overly optimistic given historical performance and current market conditions. Even with high growth assumptions, Ecolab appears fairly valued at best, making it a risky long-term investment despite its quality. Read the full article on Seeking AlphaSeeking Alpha • Jan 25
Ecolab: Becoming A Cleaner Picture
Summary Ecolab shares remain expensive despite solid earnings growth in 2024 and anticipated growth in 2025, trading at 35 times earnings with a modest 3% earnings yield. The company has a strong long-term track record, but organic growth has been modest over the past decade. Ecolab's strategic divestments and bolt-on acquisitions, like the sale of its surgical solutions business and purchase of Barclay Water Management, aim to optimize its portfolio. I'm cautiously optimistic about Ecolab, awaiting a share price pullback or continued stagnation before considering an investment. Read the full article on Seeking AlphaSeeking Alpha • Nov 17
Ecolab Q3: Balanced Price And Volume Growth
Summary Ecolab reported strong financial results with 4% organic revenue growth and 22% adjusted operating profit growth, yet I believe the stock is overvalued. The company’s value-based pricing and innovative products are driving growth, but I assign a 'Sell' rating with a fair value of $220 per share. Ecolab’s pest control and infection prevention markets are projected to grow, but cost pressures and competition pose risks. Despite potential stock price support from share repurchases, I maintain a cautious outlook due to overvaluation concerns. Read the full article on Seeking Alpha株主還元
| ECL | US Chemicals | US 市場 | |
|---|---|---|---|
| 7D | 1.1% | 0.7% | 1.8% |
| 1Y | -3.6% | 7.7% | 28.4% |
業界別リターン: ECL過去 1 年間で7.7 % 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: ECLは、過去 1 年間で28.4 % のリターンを上げたUS市場を下回りました。
価格変動
| ECL volatility | |
|---|---|
| ECL Average Weekly Movement | 3.4% |
| Chemicals Industry Average Movement | 7.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: ECL 、 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: ECLの 週次ボラティリティ ( 3% ) 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 |
|---|---|---|---|
| 1923 | 48,000 | Christophe Beck | www.ecolab.com |
エコラボは、水、衛生、感染予防に関するソリューションとサービスを米国内外で提供しています。同社は 4 つのセグメントを通じて事業を展開しています：グローバルウォーター事業、グローバルインスティテューショナル & スペシャリティ事業、グローバル有害生物防除事業、グローバルライフサイエンス事業です。グローバル・ウォーター部門は、製造、食品・飲料加工、運輸、化学、一次金属・鉱業、発電、グローバル精製、石油化学、パルプ・製紙業界向けに、水処理、プロセス用途、洗浄・除菌ソリューションを提供している。グローバル・インスティテューショナル＆スペシャリティ部門は、外食産業、ヘルスケア、ホスピタリティ、宿泊施設、政府、教育、小売業界向けに洗浄・除菌製品を提供している。グローバル害虫駆除事業では、フルサービス・クイックサービス・レストラン、食品・飲料加工業者、ホテル、食料品店、その他教育、ライフサイエンス、ヘルスケアなどの商業分野において、ネズミや昆虫などの害虫を発見、予防、駆除する害虫駆除サービスを提供している。グローバル・ライフサイエンス部門は、製薬・パーソナルケアメーカーに洗浄・汚染防止ソリューションを提供している。エコラボ、ケイ、ピューロライト、バイオクエルのブランド名で製品を提供している。同社はフィールドセールスや企業アカウント担当者、ディストリビューター、ディーラーを通じて製品を販売している。エコラボは 1923 年に設立され、ミネソタ州セントポールに本社を置いています。
Ecolab Inc. 基礎のまとめ
| ECL 基礎統計学 | |
|---|---|
| 時価総額 | US$73.24b |
| 収益（TTM） | US$2.11b |
| 売上高(TTM) | US$16.45b |
34.2x
PER（株価収益率4.4x
P/SレシオECL は割高か？
公正価値と評価分析を参照収益と収入
| ECL 損益計算書（TTM） | |
|---|---|
| 収益 | US$16.45b |
| 売上原価 | US$9.15b |
| 売上総利益 | US$7.30b |
| その他の費用 | US$5.19b |
| 収益 | US$2.11b |
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） | 7.48 |
| グロス・マージン | 44.37% |
| 純利益率 | 12.80% |
| 有利子負債／自己資本比率 | 82.8% |
ECL の長期的なパフォーマンスは？
過去の実績と比較を見る| Ecolab 配当日 | |
|---|---|
| 配当落ち日 | Jun 16 2026 |
| 配当支払日 | Jul 15 2026 |
| 配当落ちまでの日数 | 17 days |
| 配当支払日までの日数 | 46 days |
ECL 配当は確実ですか？
ECL 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 | 2026/05/29 23:16 |
| 終値 | 2026/05/29 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
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。
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
Ecolab 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。36
| アナリスト | 機関 |
|---|---|
| John Eade | Argus Research Company |
| Andrew Wittmann | Baird |
| Gary Bisbee | Barclays |