View ValuationBeiersdorf 향후 성장Future 기준 점검 1/6Beiersdorf (는) 각각 연간 4.3% 및 2.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.7% 로 예상됩니다.핵심 정보4.3%이익 성장률5.25%EPS 성장률Personal Products 이익 성장8.5%매출 성장률2.5%향후 자기자본이익률10.70%애널리스트 커버리지Good마지막 업데이트22 May 2026최근 향후 성장 업데이트Price Target Changed • May 20Price target decreased by 8.9% to €88.37Down from €97.00, the current price target is an average from 19 analysts. New target price is 25% above last closing price of €70.48. Stock is down 42% over the past year. The company is forecast to post earnings per share of €4.31 for next year compared to €4.25 last year.공시 • Oct 24Beiersdorf Aktiengesellschaft Provides Earnings Guidance for the Year 2025Beiersdorf Aktiengesellschaft provides earnings guidance for the year 2025. For the year, the company is adjusting our full year guidance to around 2.5% organic sales growth for consumer.공시 • Oct 27Beiersdorf AG Provides Earnings Guidance for the Full Year 2023Beiersdorf AG provided earnings guidance for the full year 2023. For the year, the company expects low double-digit organic sales growth and confirm the EBIT margin to be plus 50 basis points above previous year.모든 업데이트 보기Recent updatesPrice Target Changed • May 20Price target decreased by 8.9% to €88.37Down from €97.00, the current price target is an average from 19 analysts. New target price is 25% above last closing price of €70.48. Stock is down 42% over the past year. The company is forecast to post earnings per share of €4.31 for next year compared to €4.25 last year.공시 • Mar 05+ 1 more updateBeiersdorf Aktiengesellschaft (XTRA:BEI) announces an Equity Buyback for €750 million worth of its shares.Beiersdorf Aktiengesellschaft (XTRA:BEI) announces a share repurchase program. Under the program, the company will repurchase up to €750 million worth of its shares. The plan will be valid till two years.공시 • Mar 04Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 23, 2026Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 23, 2026, at 10:30 W. Europe Standard Time.공시 • Jan 26Beiersdorf Aktiengesellschaft to Report Q3, 2026 Results on Oct 27, 2026Beiersdorf Aktiengesellschaft announced that they will report Q3, 2026 results on Oct 27, 2026공시 • Jan 16Beiersdorf Aktiengesellschaft to Report Q2, 2026 Results on Aug 05, 2026Beiersdorf Aktiengesellschaft announced that they will report Q2, 2026 results on Aug 05, 2026공시 • Nov 25+ 1 more updateBeiersdorf Aktiengesellschaft to Report Q1, 2026 Results on Apr 21, 2026Beiersdorf Aktiengesellschaft announced that they will report Q1, 2026 results on Apr 21, 2026공시 • Oct 24Beiersdorf Aktiengesellschaft Provides Earnings Guidance for the Year 2025Beiersdorf Aktiengesellschaft provides earnings guidance for the year 2025. For the year, the company is adjusting our full year guidance to around 2.5% organic sales growth for consumer.공시 • Mar 01Beiersdorf Aktiengesellschaft announces Annual dividend, payable on April 24, 2025Beiersdorf Aktiengesellschaft announced Annual dividend of EUR 1.0000 per share payable on April 24, 2025, ex-date on April 22, 2025 and record date on April 23, 2025.공시 • Feb 28+ 1 more updateBeiersdorf Aktiengesellschaft (XTRA:BEI) announces an Equity Buyback for €500 million worth of its shares.Beiersdorf Aktiengesellschaft (XTRA:BEI) announces a share repurchase program. Under the program, the company will repurchase up to €500 million worth of its shares. The plan will be valid till the end of 2025.공시 • Feb 04Beiersdorf Aktiengesellschaft to Report Q3, 2025 Results on Oct 23, 2025Beiersdorf Aktiengesellschaft announced that they will report Q3, 2025 results on Oct 23, 2025공시 • Jan 26Beiersdorf Aktiengesellschaft to Report Q2, 2025 Results on Aug 06, 2025Beiersdorf Aktiengesellschaft announced that they will report Q2, 2025 results on Aug 06, 2025공시 • Nov 27+ 1 more updateBeiersdorf Aktiengesellschaft to Report Fiscal Year 2024 Results on Feb 27, 2025Beiersdorf Aktiengesellschaft announced that they will report fiscal year 2024 results on Feb 27, 2025Reported Earnings • Aug 08First half 2024 earnings: EPS misses analyst expectationsFirst half 2024 results: EPS: €2.57 (up from €2.56 in 1H 2023). Revenue: €5.18b (up 4.8% from 1H 2023). Net income: €582.0m (flat on 1H 2023). Profit margin: 11% (in line with 1H 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.Buy Or Sell Opportunity • Jul 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.5% to €139. The fair value is estimated to be €114, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Upcoming Dividend • Apr 12Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 19 April 2024. Payment date: 23 April 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.2%).공시 • Feb 08Beiersdorf Aktiengesellschaft (XTRA:BEI) announces an Equity Buyback for €500 million worth of its shares.Beiersdorf Aktiengesellschaft (XTRA:BEI) announces a share repurchase program. Under the program, the company will repurchase up to €500 million worth of its shares. The plan will be valid till the end of 2024.공시 • Jan 02Beiersdorf Aktiengesellschaft to Report Q3, 2024 Results on Oct 24, 2024Beiersdorf Aktiengesellschaft announced that they will report Q3, 2024 results on Oct 24, 2024공시 • Oct 27Beiersdorf AG Provides Earnings Guidance for the Full Year 2023Beiersdorf AG provided earnings guidance for the full year 2023. For the year, the company expects low double-digit organic sales growth and confirm the EBIT margin to be plus 50 basis points above previous year.공시 • Oct 26+ 3 more updatesBeiersdorf Aktiengesellschaft to Report First Half, 2024 Results on Aug 07, 2024Beiersdorf Aktiengesellschaft announced that they will report first half, 2024 results on Aug 07, 2024Reported Earnings • Aug 06First half 2023 earnings: EPS exceeds analyst expectationsFirst half 2023 results: EPS: €2.56 (up from €2.18 in 1H 2022). Revenue: €4.94b (up 10% from 1H 2022). Net income: €580.0m (up 17% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.9%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 08Upcoming dividend of €0.70 per share at 0.6% yieldEligible shareholders must have bought the stock before 14 April 2023. Payment date: 18 April 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.9%).Reported Earnings • Mar 02Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: €3.33 (up from €2.81 in FY 2021). Revenue: €8.80b (up 15% from FY 2021). Net income: €755.0m (up 18% from FY 2021). Profit margin: 8.6% (up from 8.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 4% per year.공시 • Nov 11+ 2 more updatesBeiersdorf Aktiengesellschaft to Report Q1, 2023 Results on Apr 26, 2023Beiersdorf Aktiengesellschaft announced that they will report Q1, 2023 results on Apr 26, 2023Buying Opportunity • Nov 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.6%. The fair value is estimated to be €120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 9.4% per annum over the same time period.공시 • Oct 28Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 13, 2023Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 13, 2023.Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €395.0m from profit in 1H 2021). Profit margin: (down from 10% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 4.9%, compared to a 8.0% growth forecast for the industry in Germany.Buying Opportunity • Jul 09Now 20% undervaluedOver the last 90 days, the stock is up 1.4%. The fair value is estimated to be €123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.5%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.Upcoming Dividend • Apr 12Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 19 April 2022. Payment date: 21 April 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (2.2%).Reported Earnings • Mar 03Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €2.81 (up from €2.47 in FY 2020). Revenue: €7.63b (up 8.6% from FY 2020). Net income: €638.0m (up 14% from FY 2020). Profit margin: 8.4% (up from 8.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.1%. Over the next year, revenue is forecast to grow 6.9%, compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Aug 10First half 2021 earnings released: EPS €1.74 (vs €1.26 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €3.87b (up 12% from 1H 2020). Net income: €395.0m (up 39% from 1H 2020). Profit margin: 10% (up from 8.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Executive Departure • Jul 01Member of the Executive Board Stefan De Loecker has left the companyOn the 30th of June, Stefan De Loecker's tenure as Member of the Executive Board of the company ended after 2.3 years in the role. We don't have any record of a personal shareholding under Stefan's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.92 years. Under Stefan's leadership, the company delivered a total shareholder return of 3.0%.Is New 90 Day High Low • Oct 30New 90-day low: €90.54The company is down 10.0% from its price of €101 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €81.73 per share.Is New 90 Day High Low • Sep 22New 90-day low: €93.56The company is down 6.0% from its price of €99.70 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €120 per share.이익 및 매출 성장 예측DB:BEI - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202810,4621,0209341,3821612/31/202710,1589858791,4061912/31/20269,8009268181,3311812/31/20259,852939322785N/A9/30/20259,858911297769N/A6/30/20259,863882272752N/A3/31/20259,857897533992N/A12/31/20249,8509127941,231N/A9/30/20249,7688257841,234N/A6/30/20249,6867387741,237N/A3/31/20249,5677375991,089N/A12/31/20239,447736424941N/A9/30/20239,353788381900N/A6/30/20239,259840338858N/A3/31/20239,029798294828N/A12/31/20228,799755249797N/A9/30/20228,514747305829N/A6/30/20228,229738360861N/A3/31/20227,928688470927N/A12/31/20217,627638580993N/A9/30/20217,5396547241,094N/A6/30/20217,4506708681,195N/A3/31/20217,2386157861,090N/A12/31/20207,025560704984N/A9/30/20207,145577636927N/A6/30/20207,265593568870N/A3/31/20207,459656617928N/A12/31/20197,653718665985N/A9/30/20197,555729N/A957N/A6/30/20197,457739N/A929N/A3/31/20197,345734N/A899N/A12/31/20187,233728N/A868N/A9/30/20187,195706N/A818N/A6/30/20187,156683N/A767N/A3/31/20187,106678N/A839N/A12/31/20177,056672N/A911N/A9/30/20176,982703N/A915N/A6/30/20176,907733N/A919N/A3/31/20176,830721N/A931N/A12/31/20166,752709N/A942N/A9/30/20166,706690N/A894N/A6/30/20166,642676N/A917N/A3/31/20166,659663N/A749N/A12/31/20156,686660N/A800N/A9/30/20156,604619N/A633N/A6/30/20156,516571N/A558N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: BEI 의 연간 예상 수익 증가율(4.3%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: BEI 의 연간 수익(4.3%)이 German 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: BEI 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: BEI 의 수익(연간 2.5%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: BEI 의 수익(연간 2.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: BEI의 자본 수익률은 3년 후 10.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YHousehold 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 01:16종가2026/05/22 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 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.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 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 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Beiersdorf Aktiengesellschaft는 39명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Gerhard SchwarzBaader Helvea Equity ResearchPedro Gil Garcia AlejoBanco SantanderPatrick FolanBarclays36명의 분석가 더 보기
Price Target Changed • May 20Price target decreased by 8.9% to €88.37Down from €97.00, the current price target is an average from 19 analysts. New target price is 25% above last closing price of €70.48. Stock is down 42% over the past year. The company is forecast to post earnings per share of €4.31 for next year compared to €4.25 last year.
공시 • Oct 24Beiersdorf Aktiengesellschaft Provides Earnings Guidance for the Year 2025Beiersdorf Aktiengesellschaft provides earnings guidance for the year 2025. For the year, the company is adjusting our full year guidance to around 2.5% organic sales growth for consumer.
공시 • Oct 27Beiersdorf AG Provides Earnings Guidance for the Full Year 2023Beiersdorf AG provided earnings guidance for the full year 2023. For the year, the company expects low double-digit organic sales growth and confirm the EBIT margin to be plus 50 basis points above previous year.
Price Target Changed • May 20Price target decreased by 8.9% to €88.37Down from €97.00, the current price target is an average from 19 analysts. New target price is 25% above last closing price of €70.48. Stock is down 42% over the past year. The company is forecast to post earnings per share of €4.31 for next year compared to €4.25 last year.
공시 • Mar 05+ 1 more updateBeiersdorf Aktiengesellschaft (XTRA:BEI) announces an Equity Buyback for €750 million worth of its shares.Beiersdorf Aktiengesellschaft (XTRA:BEI) announces a share repurchase program. Under the program, the company will repurchase up to €750 million worth of its shares. The plan will be valid till two years.
공시 • Mar 04Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 23, 2026Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 23, 2026, at 10:30 W. Europe Standard Time.
공시 • Jan 26Beiersdorf Aktiengesellschaft to Report Q3, 2026 Results on Oct 27, 2026Beiersdorf Aktiengesellschaft announced that they will report Q3, 2026 results on Oct 27, 2026
공시 • Jan 16Beiersdorf Aktiengesellschaft to Report Q2, 2026 Results on Aug 05, 2026Beiersdorf Aktiengesellschaft announced that they will report Q2, 2026 results on Aug 05, 2026
공시 • Nov 25+ 1 more updateBeiersdorf Aktiengesellschaft to Report Q1, 2026 Results on Apr 21, 2026Beiersdorf Aktiengesellschaft announced that they will report Q1, 2026 results on Apr 21, 2026
공시 • Oct 24Beiersdorf Aktiengesellschaft Provides Earnings Guidance for the Year 2025Beiersdorf Aktiengesellschaft provides earnings guidance for the year 2025. For the year, the company is adjusting our full year guidance to around 2.5% organic sales growth for consumer.
공시 • Mar 01Beiersdorf Aktiengesellschaft announces Annual dividend, payable on April 24, 2025Beiersdorf Aktiengesellschaft announced Annual dividend of EUR 1.0000 per share payable on April 24, 2025, ex-date on April 22, 2025 and record date on April 23, 2025.
공시 • Feb 28+ 1 more updateBeiersdorf Aktiengesellschaft (XTRA:BEI) announces an Equity Buyback for €500 million worth of its shares.Beiersdorf Aktiengesellschaft (XTRA:BEI) announces a share repurchase program. Under the program, the company will repurchase up to €500 million worth of its shares. The plan will be valid till the end of 2025.
공시 • Feb 04Beiersdorf Aktiengesellschaft to Report Q3, 2025 Results on Oct 23, 2025Beiersdorf Aktiengesellschaft announced that they will report Q3, 2025 results on Oct 23, 2025
공시 • Jan 26Beiersdorf Aktiengesellschaft to Report Q2, 2025 Results on Aug 06, 2025Beiersdorf Aktiengesellschaft announced that they will report Q2, 2025 results on Aug 06, 2025
공시 • Nov 27+ 1 more updateBeiersdorf Aktiengesellschaft to Report Fiscal Year 2024 Results on Feb 27, 2025Beiersdorf Aktiengesellschaft announced that they will report fiscal year 2024 results on Feb 27, 2025
Reported Earnings • Aug 08First half 2024 earnings: EPS misses analyst expectationsFirst half 2024 results: EPS: €2.57 (up from €2.56 in 1H 2023). Revenue: €5.18b (up 4.8% from 1H 2023). Net income: €582.0m (flat on 1H 2023). Profit margin: 11% (in line with 1H 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.
Buy Or Sell Opportunity • Jul 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.5% to €139. The fair value is estimated to be €114, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Upcoming Dividend • Apr 12Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 19 April 2024. Payment date: 23 April 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.2%).
공시 • Feb 08Beiersdorf Aktiengesellschaft (XTRA:BEI) announces an Equity Buyback for €500 million worth of its shares.Beiersdorf Aktiengesellschaft (XTRA:BEI) announces a share repurchase program. Under the program, the company will repurchase up to €500 million worth of its shares. The plan will be valid till the end of 2024.
공시 • Jan 02Beiersdorf Aktiengesellschaft to Report Q3, 2024 Results on Oct 24, 2024Beiersdorf Aktiengesellschaft announced that they will report Q3, 2024 results on Oct 24, 2024
공시 • Oct 27Beiersdorf AG Provides Earnings Guidance for the Full Year 2023Beiersdorf AG provided earnings guidance for the full year 2023. For the year, the company expects low double-digit organic sales growth and confirm the EBIT margin to be plus 50 basis points above previous year.
공시 • Oct 26+ 3 more updatesBeiersdorf Aktiengesellschaft to Report First Half, 2024 Results on Aug 07, 2024Beiersdorf Aktiengesellschaft announced that they will report first half, 2024 results on Aug 07, 2024
Reported Earnings • Aug 06First half 2023 earnings: EPS exceeds analyst expectationsFirst half 2023 results: EPS: €2.56 (up from €2.18 in 1H 2022). Revenue: €4.94b (up 10% from 1H 2022). Net income: €580.0m (up 17% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.9%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 08Upcoming dividend of €0.70 per share at 0.6% yieldEligible shareholders must have bought the stock before 14 April 2023. Payment date: 18 April 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.9%).
Reported Earnings • Mar 02Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: €3.33 (up from €2.81 in FY 2021). Revenue: €8.80b (up 15% from FY 2021). Net income: €755.0m (up 18% from FY 2021). Profit margin: 8.6% (up from 8.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 4% per year.
공시 • Nov 11+ 2 more updatesBeiersdorf Aktiengesellschaft to Report Q1, 2023 Results on Apr 26, 2023Beiersdorf Aktiengesellschaft announced that they will report Q1, 2023 results on Apr 26, 2023
Buying Opportunity • Nov 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.6%. The fair value is estimated to be €120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 9.4% per annum over the same time period.
공시 • Oct 28Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 13, 2023Beiersdorf Aktiengesellschaft, Annual General Meeting, Apr 13, 2023.
Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €395.0m from profit in 1H 2021). Profit margin: (down from 10% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 4.9%, compared to a 8.0% growth forecast for the industry in Germany.
Buying Opportunity • Jul 09Now 20% undervaluedOver the last 90 days, the stock is up 1.4%. The fair value is estimated to be €123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.5%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.
Upcoming Dividend • Apr 12Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 19 April 2022. Payment date: 21 April 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (2.2%).
Reported Earnings • Mar 03Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €2.81 (up from €2.47 in FY 2020). Revenue: €7.63b (up 8.6% from FY 2020). Net income: €638.0m (up 14% from FY 2020). Profit margin: 8.4% (up from 8.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.1%. Over the next year, revenue is forecast to grow 6.9%, compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 10First half 2021 earnings released: EPS €1.74 (vs €1.26 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €3.87b (up 12% from 1H 2020). Net income: €395.0m (up 39% from 1H 2020). Profit margin: 10% (up from 8.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Executive Departure • Jul 01Member of the Executive Board Stefan De Loecker has left the companyOn the 30th of June, Stefan De Loecker's tenure as Member of the Executive Board of the company ended after 2.3 years in the role. We don't have any record of a personal shareholding under Stefan's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.92 years. Under Stefan's leadership, the company delivered a total shareholder return of 3.0%.
Is New 90 Day High Low • Oct 30New 90-day low: €90.54The company is down 10.0% from its price of €101 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €81.73 per share.
Is New 90 Day High Low • Sep 22New 90-day low: €93.56The company is down 6.0% from its price of €99.70 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €120 per share.