Solvay SA

ENXTBR:SOLB 주식 리포트

시가총액: €2.6b

Solvay 대차대조표 건전성

재무 건전성 기준 점검 3/6

Solvay 의 총 주주 지분은 €1.2B 이고 총 부채는 €2.2B, 이는 부채 대 자기자본 비율을 185.9% 로 가져옵니다. 총자산과 총부채는 각각 €6.2B 및 €5.0B 입니다. Solvay 의 EBIT는 €406.0M 이며 이자보상배율은 4.6 입니다. €501.0M 의 현금 및 단기 투자금을 보유하고 있습니다.

핵심 정보

185.94%

부채/자본 비율

€2.20b

부채

이자보상배율4.6x
현금€501.00m
자본€1.18b
총부채€5.02b
총자산€6.20b

최근 재무 건전성 업데이트

Recent updates

내러티브 업데이트 Apr 19

SOLB: Mixed Ratings And Slightly Lower Assumptions Will Shape Fair Value Outlook

Solvay's analyst price target has edged down by about €0.13 as analysts adjust their fair value and P/E assumptions, reflecting recent target moves and downgrades from several banks while still incorporating some upward revisions from others. Analyst Commentary Recent research updates show a split view on Solvay, with some analysts lifting price targets while several others cut targets or downgraded their stance.
내러티브 업데이트 Apr 02

SOLB: Trimmed Expectations And Mixed Ratings Will Still Support Fair Value

Solvay's analyst price target has been trimmed by about €0.25, as analysts factor in softer revenue expectations, slightly higher margin assumptions and a lower future P/E multiple. Analyst Commentary Recent Street research on Solvay points to a cautious stance, with several firms trimming price targets or downgrading ratings while a few still see upside at specific levels.
내러티브 업데이트 Mar 19

SOLB: Rare Earth Role Will Offset Execution Risks And Support Fair Value

Analysts have nudged Solvay's fair value estimate slightly lower to about €25.72 per share. This reflects a mix of reduced profit margin assumptions, a modestly lower discount rate, and updated external price targets that now cluster in the €22 to €28 range.
내러티브 업데이트 Mar 04

SOLB: Rare Earth Supply Role Will Temper Softer Outlook And Downgrades

Narrative Update on Solvay Our updated analyst price target for Solvay edges down slightly to €25.78 from €25.88. This reflects a modest recalibration of expected growth and margins, even as recent Street research has shifted targets in a tight €22 to €28 range with several downgrades and cautious P/E assumptions from analysts.
내러티브 업데이트 Feb 18

SOLB: Rare Earth Supply Role Will Offset Softer Outlook And Downgrades

Analysts have reduced their price target on Solvay to about €25.88 from roughly €26.44, reflecting a series of recent downgrades and slightly softer assumptions for revenue, margins and fair value multiples. Analyst Commentary Bullish Takeaways Bullish analysts still see upside to the current share price, with some targets such as €28 and €27 implying room for rerating if execution on cost discipline and portfolio focus holds up.
내러티브 업데이트 Feb 03

SOLB: Rare Earth Partnerships Will Counter Softer Outlook And Cautious Ratings

Analysts have trimmed their price targets on Solvay, with our fair value estimate moving from €27.19 to €26.44 as they factor in slightly softer revenue expectations, a higher discount rate, and lower assumed future P/E multiples, partly offset by firmer profit margin assumptions. Analyst Commentary Recent Street research on Solvay has leaned more cautious, with several firms lowering price targets and moving to more neutral or negative ratings as they reassess the risk and reward profile.
내러티브 업데이트 Jan 19

SOLB: Rare Earth Agreements Will Offset Softer Outlook At A Fair Price

Analysts have nudged their Solvay price target slightly lower to about €27.19 from about €27.27, reflecting updated views on slower revenue trends, a higher discount rate, better profit margins, and a lower future P/E assumption, alongside recent target cuts and rating changes from several research houses. Analyst Commentary Recent research opinions around Solvay cluster around cautious updates to price targets and ratings, with most commentary focusing on how current execution and growth expectations line up against existing valuations.
내러티브 업데이트 Jan 05

SOLB: Rare Earth Agreements Will Steady Execution Risks At A Fair Price

Analysts have trimmed their price target on Solvay to about €23.50, a modest reset that reflects slightly lower profit margin expectations while keeping fair value and P/E assumptions broadly in line with prior views. Analyst Commentary Recent research points to a slightly lower fair value marker for Solvay at about €23.50, which still sits close to prior assumptions on P/E and overall valuation.
내러티브 업데이트 Dec 14

SOLB: Rare Earth Agreements Will Offset Softer Outlook And Heightened Execution Risks

Analysts trimmed their fair value estimate for Solvay by about EUR 0.50 per share, reflecting slightly higher perceived risk and softer long term growth expectations, in line with a series of recent price target cuts across the Street. Analyst Commentary Recent Street updates reflect a cautious stance on Solvay, with a series of modest price target reductions signaling tempered expectations for both earnings growth and valuation upside.
내러티브 업데이트 Nov 29

SOLB: Near-Term Outlook Will Hinge On Margin Resilience Amid Industry Pressures

Solvay’s analyst price target was modestly reduced from €27.80 to €27.73. Analysts cite ongoing cautiousness around revenue growth and margin pressures, which are reflected in several recent downward revisions.
내러티브 업데이트 Nov 15

SOLB: Future Performance Will Depend On Profit Margin Recovery And Cost Discipline

Solvay's analyst price target was reduced from €28.70 to €27.80, as analysts cited a more cautious outlook on revenue growth and profit margins in recent research updates. Analyst Commentary Analyst sentiment toward Solvay has shifted in recent research updates, with several firms lowering their price targets and highlighting both positive and negative drivers that could influence the company’s near-term performance.
내러티브 업데이트 Oct 31

SOLB: Recent Macroeconomic Pressures Will Shape Outlook Amid Stable Fundamentals

Narrative Update on Solvay Solvay’s analyst price target has been lowered slightly, from €28.97 to €28.70, as analysts cite modestly higher discount rates and slightly weaker revenue growth outlooks in their recent updates. Analyst Commentary Recent updates from analysts have provided a nuanced view of Solvay's outlook, highlighting both areas of potential and ongoing challenges that may affect its future performance.
내러티브 업데이트 Oct 17

La Rochelle Expansion And Energy Transition Will Secure Future Success

Analysts have modestly reduced their price target for Solvay, lowering it by a small margin in response to recent Street research. The research cites softer profit margins and ongoing revenue pressures, resulting in updated targets between EUR 25.50 and EUR 27.
내러티브 업데이트 Oct 03

La Rochelle Expansion And Energy Transition Will Secure Future Success

Solvay's analyst price target has been revised downward by approximately EUR 0.80 per share. Analysts cite ongoing revenue pressure and updated profit margin forecasts to support the adjustment.
내러티브 업데이트 Sep 04

La Rochelle Expansion And Energy Transition Will Secure Future Success

Analysts have maintained a cautious outlook on Solvay due to persistent input cost inflation, margin pressure, and weak European demand, resulting in conservative earnings estimates and an unchanged consensus price target of €29.83. Analyst Commentary Cautious sentiment persists due to slower organic growth outlook in core businesses.
분석 기사 Jan 24

Risks To Shareholder Returns Are Elevated At These Prices For Solvay SA (EBR:SOLB)

It's not a stretch to say that Solvay SA's ( EBR:SOLB ) price-to-sales (or "P/S") ratio of 0.6x right now seems quite...
분석 기사 Jan 06

Solvay (EBR:SOLB) Will Pay A Dividend Of €0.679

The board of Solvay SA ( EBR:SOLB ) has announced that it will pay a dividend on the 22nd of January, with investors...
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새로운 내러티브 Dec 25

Green River Expansion And Hydrogen Peroxide Licensing Propel Earnings Growth

Expansion of Green River facility and sustainability efforts position Solvay to benefit from future revenue growth and attract environmentally conscious customers.
분석 기사 Dec 21

Solvay's (EBR:SOLB) Dividend Will Be €0.679

Solvay SA's ( EBR:SOLB ) investors are due to receive a payment of €0.679 per share on 22nd of January. The dividend...
분석 기사 Oct 17

Solvay SA (EBR:SOLB) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

Solvay SA ( EBR:SOLB ) shareholders would be excited to see that the share price has had a great month, posting a 25...
분석 기사 Sep 18

Are Investors Undervaluing Solvay SA (EBR:SOLB) By 43%?

Key Insights Solvay's estimated fair value is €57.91 based on 2 Stage Free Cash Flow to Equity Solvay is estimated to...
분석 기사 Aug 28

Solvay SA's (EBR:SOLB) Share Price Could Signal Some Risk

It's not a stretch to say that Solvay SA's ( EBR:SOLB ) price-to-sales (or "P/S") ratio of 0.6x right now seems quite...
분석 기사 Aug 08

Solvay's (EBR:SOLB) Earnings May Just Be The Starting Point

Solvay SA's ( EBR:SOLB ) earnings announcement last week was disappointing for investors, despite the decent profit...
분석 기사 Jul 14

Solvay (EBR:SOLB) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Jun 14

Are Investors Undervaluing Solvay SA (EBR:SOLB) By 37%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Solvay fair value estimate is €50.62 Current share price of...
분석 기사 May 29

Is It Too Late To Consider Buying Solvay SA (EBR:SOLB)?

While Solvay SA ( EBR:SOLB ) might not have the largest market cap around , it led the ENXTBR gainers with a relatively...
분석 기사 Apr 24

Solvay SA (EBR:SOLB) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Solvay SA ( EBR:SOLB ) shareholders have had their patience rewarded with a 26% share price jump in the last month...
분석 기사 Mar 10

Solvay SA's (EBR:SOLB) Business And Shares Still Trailing The Market

Solvay SA's ( EBR:SOLB ) price-to-earnings (or "P/E") ratio of 2.3x might make it look like a strong buy right now...
분석 기사 Nov 20

Is Solvay SA (EBR:SOLB) Trading At A 28% Discount?

Key Insights Solvay's estimated fair value is €144 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 Nov 06

Solvay (EBR:SOLB) Is Increasing Its Dividend To €1.13

Solvay SA ( EBR:SOLB ) will increase its dividend from last year's comparable payment on the 17th of January to €1.13...
분석 기사 Nov 02

The Return Trends At Solvay (EBR:SOLB) Look Promising

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
분석 기사 Oct 19

Here's Why Solvay (EBR:SOLB) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Aug 16

Is It Too Late To Consider Buying Solvay SA (EBR:SOLB)?

Today we're going to take a look at the well-established Solvay SA ( EBR:SOLB ). The company's stock received a lot of...

재무 상태 분석

단기부채: SOLB 의 단기 자산 ( €2.2B )이 단기 부채( €1.8B ).

장기 부채: SOLB의 단기 자산(€2.2B)이 장기 부채(€3.2B)를 충당하지 못합니다.


부채/자본 비율 추이 및 분석

부채 수준: SOLB 의 순부채 대 자기자본 비율( 143.5% )은 높음으로 간주됩니다.

부채 감소: SOLB의 부채 대비 자본 비율은 지난 5년 동안 46.5%에서 185.9%로 증가했습니다.

부채 범위: SOLB 의 부채는 영업 현금 흐름 ( 30.1% )에 의해 잘 충당되었습니다.

이자 보장: SOLB 의 부채에 대한 이자 지급EBIT(4.6x 적용 범위)로 잘 충당됩니다.


대차대조표


건전한 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 06:03
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Solvay SA는 36명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert BateBarclays
Katie RichardsBarclays
James StewartBarclays