Brenntag (BNR) 주식 개요
브렌탁 SE는 독일, 미국, 영국, 중국, 캐나다, 이탈리아, 폴란드, 프랑스 및 전 세계에서 화학 물질 및 원료 유통에 종사하고 있습니다. 자세히 보기
BNR Community Fair Values
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Analyst Price Targets
Top Community Narratives
€80.94
FV
30.7% 저평가 내재 할인율5.00%
Revenue growth p.a.
30
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Brenntag SE 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | €56.10 |
| 52주 최고가 | €63.76 |
| 52주 최저가 | €43.72 |
| 베타 | 0.51 |
| 1개월 변동 | -7.43% |
| 3개월 변동 | 14.02% |
| 1년 변동 | -6.50% |
| 3년 변동 | -22.13% |
| 5년 변동 | -27.37% |
| IPO 이후 변동 | 211.67% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jun 06
BNR: Resilient Demand Expectations Will Still Leave Execution Risks In Focus
The analyst fair value estimate for Brenntag has increased from €42.00 to €44.00, reflecting higher price targets from analysts, including recent upgrades that cite more resilient second half demand and a smaller expected price roll off compared with peers. Analyst Commentary Recent research on Brenntag shows a mix of optimism and caution.
내러티브 업데이트 • May 23
BNR: Resilient Demand And Higher Discount Rate Will Shape Fairly Balanced Outlook
The analyst price target for Brenntag has shifted from roughly €53.86 to about €56.43. Analysts cite more resilient second half demand, a smaller price roll off versus peers, and recent rating and target increases from several firms as key drivers of the change.내러티브 업데이트 • May 01
BNR: Higher Discount Rate And Lower P E May Cap Share Price
Analysts have trimmed their Brenntag price target slightly from about €54.50 to roughly €53.86. This reflects updates to assumptions on discount rate, revenue growth, profit margin and future P/E following recent UBS and Deutsche Bank research.
내러티브 업데이트 • Apr 15
BNR: Dividend And Epoxy Expansion Are Expected To Support Re Rating
Analysts have nudged their price target for Brenntag slightly higher to about €68, citing updated assumptions for revenue growth, profit margins and a lower future P/E multiple following recent research, including an upgrade at a major bank. Analyst Commentary Recent research points to a more constructive tone around Brenntag, with bullish analysts aligning their models to the updated assumptions on revenue growth, profit margins and future P/E multiples that underpin the new price target around €68.Recent updates
내러티브 업데이트 • Jun 06
BNR: Resilient Demand Expectations Will Still Leave Execution Risks In Focus
The analyst fair value estimate for Brenntag has increased from €42.00 to €44.00, reflecting higher price targets from analysts, including recent upgrades that cite more resilient second half demand and a smaller expected price roll off compared with peers. Analyst Commentary Recent research on Brenntag shows a mix of optimism and caution.내러티브 업데이트 • May 23
BNR: Resilient Demand And Higher Discount Rate Will Shape Fairly Balanced Outlook
The analyst price target for Brenntag has shifted from roughly €53.86 to about €56.43. Analysts cite more resilient second half demand, a smaller price roll off versus peers, and recent rating and target increases from several firms as key drivers of the change.내러티브 업데이트 • May 01
BNR: Higher Discount Rate And Lower P E May Cap Share Price
Analysts have trimmed their Brenntag price target slightly from about €54.50 to roughly €53.86. This reflects updates to assumptions on discount rate, revenue growth, profit margin and future P/E following recent UBS and Deutsche Bank research.내러티브 업데이트 • Apr 15
BNR: Dividend And Epoxy Expansion Are Expected To Support Re Rating
Analysts have nudged their price target for Brenntag slightly higher to about €68, citing updated assumptions for revenue growth, profit margins and a lower future P/E multiple following recent research, including an upgrade at a major bank. Analyst Commentary Recent research points to a more constructive tone around Brenntag, with bullish analysts aligning their models to the updated assumptions on revenue growth, profit margins and future P/E multiples that underpin the new price target around €68.내러티브 업데이트 • Apr 01
BNR: Sector Headwinds And Execution Risks Will Sustain Earnings Pressure
Narrative Update The analyst price target for Brenntag has been adjusted to €50. Analysts cite updated 2026 sector views, a more cautious stance on chemical distribution and staffing peers, and revised assumptions for discount rate, revenue growth, profit margin, and future P/E.내러티브 업데이트 • Mar 18
BNR: Distribution Execution And Staffing Risks Will Sustain Earnings Pressure
Analysts have reduced their Brenntag price target to €50 from €63, citing a more cautious stance on chemical distribution and staffing within the broader European business services group. Analyst Commentary Bearish analysts have shifted to a more cautious stance on Brenntag, pointing to risks around execution in chemical distribution and staffing within the broader European business services group.내러티브 업데이트 • Mar 04
BNR: Expanded Epoxy Partnership Will Support A More Constructive Long Term View
Our Brenntag narrative has been updated to reflect a lower analyst price target of €50, down from €63, as analysts factor in more cautious assumptions on revenue growth, profit margins and sector conditions, even while using a slightly higher discount rate and a higher future P/E multiple. Analyst Commentary The latest rating and price target move to €50 comes as part of a broader 2026 reassessment of European business services and chemical distribution names.내러티브 업데이트 • Feb 18
BNR: Chemical Distribution Concerns Will Sustain Earnings Pressure And Extended Multiple Compression
Analysts have cut their price target on Brenntag to €50 from €63, reflecting a more cautious view on chemical distribution as they update their 2026 outlook and favor other business services names instead. Analyst Commentary Bearish analysts have moved Brenntag to a less favorable rating and cut the price target to €50 from €63, signaling a stricter view on what they are willing to pay for the shares in the medium term.내러티브 업데이트 • Feb 03
BNR: Chemical Distribution Execution Risk Will Pressure Earnings And Sustain Multiple Compression
Narrative update on Brenntag Analysts have trimmed their average price target for Brenntag to €50 from €63. This reflects a more cautious view on chemical distribution and related business services, while still keeping fair value assumptions broadly unchanged.내러티브 업데이트 • Jan 20
BNR: Staffing And Chemical Distribution Risks Will Pressure Earnings And Sustain Multiple Compression
Narrative Update on Brenntag Brenntag's analyst price target has been cut to €50 from €63, with analysts citing a more cautious view on chemical distribution and staffing exposure within their 2026 outlook. Analyst Commentary Bearish analysts have shifted their stance on Brenntag, cutting the price target to €50 from €63 and moving the rating to Underweight.내러티브 업데이트 • Jan 06
BNR: Weaker Chemical Demand Will Pressure Earnings And Sustain Multiple Compression
Analysts have trimmed their average price targets on Brenntag to a range around €45 to €50, reflecting more cautious views on chemical distribution volumes and the company's growth profile. Analyst Commentary Recent research updates on Brenntag point to a more cautious stance on the stock, with several bearish analysts rethinking both ratings and price targets in light of concerns around chemical distribution and the company's growth profile.분석 기사 • Dec 31
Is There An Opportunity With Brenntag SE's (ETR:BNR) 49% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Brenntag fair value estimate is €96.93 Current share price of...내러티브 업데이트 • Dec 18
BNR: Weaker Chemical Demand Will Pressure Earnings And Drive Multiple Compression
Analysts have reduced their price target on Brenntag from about EUR 47 to EUR 42. This reflects expectations for a weaker growth profile and a deteriorating chemical market backdrop, even as margins hold up and valuation multiples compress slightly.내러티브 업데이트 • Dec 04
BNR: Share Price Will Rebound As Cost Efficiencies Support Earnings Resilience
The analyst price target for Brenntag has been trimmed slightly from EUR 54.67 to about EUR 54.50, as analysts factor in a weaker chemical market backdrop, lower expected growth, and modestly softer profitability assumptions. Analyst Commentary Recent Street research reflects a more cautious stance on Brenntag, with several firms lowering price targets and reassessing the companys risk reward profile in light of a softer chemical demand outlook.분석 기사 • Nov 29
Here's Why Brenntag (ETR:BNR) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...내러티브 업데이트 • Nov 20
BNR: Share Price Will Rebound As Chemical Market Challenges Ease
Brenntag's analyst fair value estimate has declined from €57.24 to €54.67, as analysts cite a weaker growth outlook and challenging chemical market conditions as reasons for the reduced price target. Analyst Commentary Recent analyst updates on Brenntag reflect a shift in sentiment as experts weigh the company’s outlook in the context of ongoing market challenges and valuation considerations.분석 기사 • Nov 09
Brenntag SE's (ETR:BNR) Shares May Have Run Too Fast Too Soon
It's not a stretch to say that Brenntag SE's ( ETR:BNR ) price-to-earnings (or "P/E") ratio of 15.8x right now seems...내러티브 업데이트 • Nov 05
BNR: Share Price Will Reflect Sector Headwinds as Market Conditions Stabilize
Brenntag's consensus analyst price target has been lowered noticeably in recent updates. Analysts cite a challenging chemical market environment and expectations for slower growth as key factors behind the revised outlook.내러티브 업데이트 • Oct 22
Analyst Commentary Signals Lower Growth Expectations as Brenntag Faces Reduced Price Targets
Brenntag's analyst price target has been revised downward by approximately EUR 3 to EUR 57, as analysts point to ongoing reductions in expected growth and profitability in light of a challenging market backdrop. Analyst Commentary Recent analyst coverage of Brenntag reflects a cautious sentiment across the market, with lowered price targets and revised outlooks highlighting ongoing concerns about the company's growth prospects and market challenges.내러티브 업데이트 • Oct 08
Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value
Brenntag's analyst price target has been reduced by several euros, as analysts cite lower expectations for revenue growth, profit margins, and sector cyclicality. Analyst Commentary Recent street research updates reflect a mixed outlook on Brenntag, with several analysts adjusting their ratings and lowering price targets in light of the company’s ongoing performance and sector trends.분석 기사 • Sep 20
Return Trends At Brenntag (ETR:BNR) Aren't Appealing
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...내러티브 업데이트 • Sep 05
Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value
Analysts have maintained a cautious outlook on Brenntag due to its increased earnings cyclicality, macroeconomic uncertainties, and negative FX impacts, resulting in an unchanged consensus price target at €62.83. Analyst Commentary Bearish analysts cite increased cyclicality in Brenntag’s business versus specialty distributors, leading to greater earnings volatility.분석 기사 • Aug 15
Earnings Miss: Brenntag SE Missed EPS By 64% And Analysts Are Revising Their Forecasts
XTRA:BNR 1 Year Share Price vs Fair Value Explore Brenntag's Fair Values from the Community and select yours Brenntag...분석 기사 • Jul 17
We Think Brenntag (ETR:BNR) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Jun 28
Brenntag SE's (ETR:BNR) Prospects Need A Boost To Lift Shares
When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 20x, you may consider...
새로운 내러티브 • Nov 25
Decisive Acquisitions And Digital Innovations Propel Transformation Amid Challenges
Strategic focus on divisional optimization and cost containment is set to enhance revenue and improve net margins by reducing expenses.주주 수익률
| BNR | DE Trade Distributors | DE 시장 | |
|---|---|---|---|
| 7D | -1.2% | -1.3% | -0.7% |
| 1Y | -6.5% | -6.3% | 2.0% |
수익률 대 산업: BNR은 지난 1년 동안 -6.3%의 수익을 기록한 German Trade Distributors 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: BNR은 지난 1년 동안 2%를 기록한 German 시장보다 저조한 성과를 냈습니다.
주가 변동성
| BNR volatility | |
|---|---|
| BNR Average Weekly Movement | 4.3% |
| Trade Distributors Industry Average Movement | 5.4% |
| Market Average Movement | 5.9% |
| 10% most volatile stocks in DE Market | 13.0% |
| 10% least volatile stocks in DE Market | 2.8% |
안정적인 주가: BNR는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: BNR의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1874 | 17,300 | Jens Birgersson | www.brenntag.com |
브렌탁 SE는 독일, 미국, 영국, 중국, 캐나다, 이탈리아, 폴란드, 프랑스 및 전 세계에서 화학 물질 및 원료 유통 사업을 하고 있습니다. 브렌탁 에센셜과 브렌탁 스페셜티의 두 부문으로 운영되고 있습니다. 이 회사는 적시 배송, 제품 혼합, 혼합, 재포장, 재고 관리, 드럼 반품 처리뿐만 아니라 애플리케이션, 마케팅 및 공급망 솔루션, 기술 및 제형 지원, 포괄적인 규제 노하우, 디지털 판매 채널 및 제품 플랫폼과 같은 디지털 솔루션을 제공합니다.
Brenntag SE 기초 지표 요약
| BNR 기초 통계 | |
|---|---|
| 시가총액 | €8.10b |
| 순이익 (TTM) | €227.60m |
| 매출 (TTM) | €14.76b |
35.6x
주가수익비율(P/E)0.5x
주가매출비율(P/S)BNR는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| BNR 손익계산서 (TTM) | |
|---|---|
| 매출 | €14.76b |
| 매출원가 | €11.00b |
| 총이익 | €3.76b |
| 기타 비용 | €3.53b |
| 순이익 | €227.60m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Aug 12, 2026
| 주당순이익(EPS) | 1.58 |
| 총이익률 | 25.48% |
| 순이익률 | 1.54% |
| 부채/자본 비율 | 62.2% |
BNR의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
3.4%
현재 배당 수익률120%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/12 21:18 |
| 종가 | 2026/06/12 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Brenntag SE는 29명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Volker Bosse | Baader Helvea Equity Research |
| Gaurav Jain | Barclays |
| James Stewart | Barclays |