View ValuationAkzo Nobel 향후 성장Future 기준 점검 1/6Akzo Nobel (는) 각각 연간 8.5% 및 2.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.6% 로 예상됩니다.핵심 정보8.5%이익 성장률8.93%EPS 성장률Chemicals 이익 성장43.6%매출 성장률2.1%향후 자기자본이익률14.64%애널리스트 커버리지Good마지막 업데이트27 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • 14hNippon Paint Holdings Co., Ltd. (TSE:4612) and The Sherwin-Williams Company (NYSE:SHW) cancelled the acquisition of Akzo Nobel N.V. (ENXTAM:AKZA) for €12.5 billion.Nippon Paint Holdings Co., Ltd. (TSE:4612) and The Sherwin-Williams Company (NYSE:SHW) submitted a conditional and non-binding proposal to acquire Akzo Nobel N.V. (ENXTAM:AKZA) for €12.5 billion on April 29, 2026. Under the terms of the acquisition, Nippon Paint Holdings Co., Ltd. and The Sherwin-Williams Company will pay €73 in cash per share for all of the issued and outstanding shares of AkzoNobel. Upon completion of the proposed transaction, Nippon Paint would retain AkzoNobel's Decorative Paints and Industrial Coatings businesses, while AkzoNobel's Automotive & Specialty Coatings, Marine & Protective Coatings and Powder Coatings businesses would be sold separately to Sherwin-Williams. Nippon Paint Holdings Co., Ltd. (TSE:4612) and The Sherwin-Williams Company (NYSE:SHW) cancelled the acquisition of Akzo Nobel N.V. (ENXTAM:AKZA) on May 1, 2026. The Board of Management and the Supervisory Board carefully reviewed and considered the Proposal, together with their respective financial and legal advisors, in line with their fiduciary duties. The Boards concluded that the Proposal did not qualify, nor was it reasonably expected to qualify, as a 'Superior Proposal' (as defined in the merger agreement between AkzoNobel and Axalta), considering a variety of aspects of the Proposal. AkzoNobel Boards unanimously continue to recommend the merger between AkzoNobel and Axalta.Reported Earnings • Apr 22First quarter 2026 earnings released: EPS: €0.54 (vs €0.63 in 1Q 2025)First quarter 2026 results: EPS: €0.54 (down from €0.63 in 1Q 2025). Revenue: €2.39b (down 8.7% from 1Q 2025). Net income: €93.0m (down 13% from 1Q 2025). Profit margin: 3.9% (down from 4.1% in 1Q 2025). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany.Upcoming Dividend • Apr 20Upcoming dividend of €1.54 per shareEligible shareholders must have bought the stock before 27 April 2026. Payment date: 06 May 2026. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (3.7%).공시 • Apr 08Akzo Nobel N.V. to Report Q1, 2026 Results on Apr 22, 2026Akzo Nobel N.V. announced that they will report Q1, 2026 results on Apr 22, 2026New Risk • Mar 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 56% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Feb 26Full year 2025 earnings released: EPS: €3.72 (vs €3.18 in FY 2024)Full year 2025 results: EPS: €3.72 (up from €3.18 in FY 2024). Revenue: €10.2b (down 5.2% from FY 2024). Net income: €636.0m (up 17% from FY 2024). Profit margin: 6.3% (up from 5.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany.Buy Or Sell Opportunity • Feb 26Now 20% undervaluedOver the last 90 days, the stock has risen 7.9% to €59.46. The fair value is estimated to be €74.49, 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 grown by 6.6%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.New Risk • Feb 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 191% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Feb 04Full year 2025 earnings released: EPS: €3.72 (vs €3.18 in FY 2024)Full year 2025 results: EPS: €3.72 (up from €3.18 in FY 2024). Revenue: €10.2b (down 5.2% from FY 2024). Net income: €636.0m (up 17% from FY 2024). Profit margin: 6.3% (up from 5.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany.공시 • Feb 04Akzo Nobel N.V., Annual General Meeting, Apr 23, 2026Akzo Nobel N.V., Annual General Meeting, Apr 23, 2026.공시 • Jan 20Akzo Nobel N.V. to Report Q4, 2025 Results on Feb 03, 2026Akzo Nobel N.V. announced that they will report Q4, 2025 results on Feb 03, 2026공시 • Nov 18+ 3 more updatesAkzo Nobel N.V. and Axalta Coating Systems Ltd. Announce Board and Executive Changes to Combined CompanyAkzo Nobel N.V. and Axalta Coating Systems Ltd. announced that they have entered into a definitive agreement to combine in an all-stock merger of equals, creating a premier global coatings company with an enterprise value of approximately $25 billion. Upon closing, the combined company will have a one-tier Board, led by Rakesh Sachdev, current Chair of the Axalta Board of Directors. Ben Noteboom, current Chairman of the AkzoNobel Supervisory Board, will serve as Vice Chair. The Board will be composed of 11 directors – four from each company and three independent members. Of the 11 Board members, two will be executive directors and nine will be non-executive directors. Each company expects to hold its respective Extraordinary General Meeting of Shareholders tentatively in mid-2026. Current AkzoNobel CEO, Greg Poux-Guillaume, will serve as CEO of the combined company, and current Axalta CEO, Chris Villavarayan, will serve as Deputy CEO. Current Axalta SVP and CFO, Carl Anderson, will serve as the CFO of the combined company.New Risk • Oct 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 5.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Shares are highly illiquid. Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Profit margins are more than 30% lower than last year (0.6% net profit margin).Reported Earnings • Oct 25Third quarter 2025 earnings released: €1.13 loss per share (vs €0.95 profit in 3Q 2024)Third quarter 2025 results: €1.13 loss per share (down from €0.95 profit in 3Q 2024). Revenue: €2.55b (down 4.5% from 3Q 2024). Net loss: €193.0m (down 218% from profit in 3Q 2024). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany.이익 및 매출 성장 예측XTRA:AKU1 - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202810,4747426861,0751412/31/202710,2666796741,0621712/31/202610,048552592909173/31/20269,931622645941N/A12/31/202510,158636605914N/A9/30/202510,40559526849N/A6/30/202510,526415478812N/A3/31/202510,684467392728N/A12/31/202410,711542362668N/A9/30/202410,621565536842N/A6/30/202410,694592561844N/A3/31/202410,651534733998N/A12/31/202310,6684478341,120N/A9/30/202310,745411572840N/A6/30/202310,866309375661N/A3/31/202310,9783038305N/A12/31/202210,846362-38254N/A9/30/202210,643540-155140N/A6/30/202210,19161620313N/A3/31/20229,849758245533N/A12/31/20219,587823316604N/A9/30/20219,3938057501,041N/A6/30/20219,2598669221,207N/A3/31/20218,7357411,0781,347N/A12/31/20208,5306379591,217N/A9/30/20208,5635448171,052N/A6/30/20208,685481681904N/A3/31/20209,149567524747N/A12/31/20199,276517N/A23N/A9/30/20199,342477N/A210N/A6/30/20199,270463N/A220N/A3/31/20199,265354N/A84N/A12/31/20189,256400N/A513N/A9/30/20189,231393N/A652N/A6/30/20189,324365N/A671N/A3/31/20189,411426N/A882N/A12/31/20179,612439N/A969N/A9/30/20176,022107N/A772N/A6/30/20177,203272N/A1,035N/A3/31/20178,381417N/A1,261N/A12/31/20169,434534N/A1,291N/A9/30/201614,3001,032N/A1,477N/A6/30/201614,4601,031N/A1,460N/A3/31/201614,6981,051N/A1,414N/A12/31/201514,859973N/A1,130N/A9/30/201514,817772N/A784N/A6/30/201514,743691N/A679N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: AKU1 의 연간 예상 수익 증가율(8.5%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: AKU1 의 연간 수익(8.5%)이 German 시장(17.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: AKU1 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: AKU1 의 수익(연간 2.1%)이 German 시장(연간 6.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: AKU1 의 수익(연간 2.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: AKU1의 자본 수익률은 3년 후 14.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 13:43종가2026/05/27 00:00수익2026/03/31연간 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 소스Akzo Nobel N.V.는 42명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Katie RichardsBarclaysJennifer BarkerBarclaysRobert BateBarclays39명의 분석가 더 보기
공시 • 14hNippon Paint Holdings Co., Ltd. (TSE:4612) and The Sherwin-Williams Company (NYSE:SHW) cancelled the acquisition of Akzo Nobel N.V. (ENXTAM:AKZA) for €12.5 billion.Nippon Paint Holdings Co., Ltd. (TSE:4612) and The Sherwin-Williams Company (NYSE:SHW) submitted a conditional and non-binding proposal to acquire Akzo Nobel N.V. (ENXTAM:AKZA) for €12.5 billion on April 29, 2026. Under the terms of the acquisition, Nippon Paint Holdings Co., Ltd. and The Sherwin-Williams Company will pay €73 in cash per share for all of the issued and outstanding shares of AkzoNobel. Upon completion of the proposed transaction, Nippon Paint would retain AkzoNobel's Decorative Paints and Industrial Coatings businesses, while AkzoNobel's Automotive & Specialty Coatings, Marine & Protective Coatings and Powder Coatings businesses would be sold separately to Sherwin-Williams. Nippon Paint Holdings Co., Ltd. (TSE:4612) and The Sherwin-Williams Company (NYSE:SHW) cancelled the acquisition of Akzo Nobel N.V. (ENXTAM:AKZA) on May 1, 2026. The Board of Management and the Supervisory Board carefully reviewed and considered the Proposal, together with their respective financial and legal advisors, in line with their fiduciary duties. The Boards concluded that the Proposal did not qualify, nor was it reasonably expected to qualify, as a 'Superior Proposal' (as defined in the merger agreement between AkzoNobel and Axalta), considering a variety of aspects of the Proposal. AkzoNobel Boards unanimously continue to recommend the merger between AkzoNobel and Axalta.
Reported Earnings • Apr 22First quarter 2026 earnings released: EPS: €0.54 (vs €0.63 in 1Q 2025)First quarter 2026 results: EPS: €0.54 (down from €0.63 in 1Q 2025). Revenue: €2.39b (down 8.7% from 1Q 2025). Net income: €93.0m (down 13% from 1Q 2025). Profit margin: 3.9% (down from 4.1% in 1Q 2025). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany.
Upcoming Dividend • Apr 20Upcoming dividend of €1.54 per shareEligible shareholders must have bought the stock before 27 April 2026. Payment date: 06 May 2026. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (3.7%).
공시 • Apr 08Akzo Nobel N.V. to Report Q1, 2026 Results on Apr 22, 2026Akzo Nobel N.V. announced that they will report Q1, 2026 results on Apr 22, 2026
New Risk • Mar 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 56% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Feb 26Full year 2025 earnings released: EPS: €3.72 (vs €3.18 in FY 2024)Full year 2025 results: EPS: €3.72 (up from €3.18 in FY 2024). Revenue: €10.2b (down 5.2% from FY 2024). Net income: €636.0m (up 17% from FY 2024). Profit margin: 6.3% (up from 5.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany.
Buy Or Sell Opportunity • Feb 26Now 20% undervaluedOver the last 90 days, the stock has risen 7.9% to €59.46. The fair value is estimated to be €74.49, 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 grown by 6.6%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
New Risk • Feb 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 191% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Feb 04Full year 2025 earnings released: EPS: €3.72 (vs €3.18 in FY 2024)Full year 2025 results: EPS: €3.72 (up from €3.18 in FY 2024). Revenue: €10.2b (down 5.2% from FY 2024). Net income: €636.0m (up 17% from FY 2024). Profit margin: 6.3% (up from 5.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany.
공시 • Feb 04Akzo Nobel N.V., Annual General Meeting, Apr 23, 2026Akzo Nobel N.V., Annual General Meeting, Apr 23, 2026.
공시 • Jan 20Akzo Nobel N.V. to Report Q4, 2025 Results on Feb 03, 2026Akzo Nobel N.V. announced that they will report Q4, 2025 results on Feb 03, 2026
공시 • Nov 18+ 3 more updatesAkzo Nobel N.V. and Axalta Coating Systems Ltd. Announce Board and Executive Changes to Combined CompanyAkzo Nobel N.V. and Axalta Coating Systems Ltd. announced that they have entered into a definitive agreement to combine in an all-stock merger of equals, creating a premier global coatings company with an enterprise value of approximately $25 billion. Upon closing, the combined company will have a one-tier Board, led by Rakesh Sachdev, current Chair of the Axalta Board of Directors. Ben Noteboom, current Chairman of the AkzoNobel Supervisory Board, will serve as Vice Chair. The Board will be composed of 11 directors – four from each company and three independent members. Of the 11 Board members, two will be executive directors and nine will be non-executive directors. Each company expects to hold its respective Extraordinary General Meeting of Shareholders tentatively in mid-2026. Current AkzoNobel CEO, Greg Poux-Guillaume, will serve as CEO of the combined company, and current Axalta CEO, Chris Villavarayan, will serve as Deputy CEO. Current Axalta SVP and CFO, Carl Anderson, will serve as the CFO of the combined company.
New Risk • Oct 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 5.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Shares are highly illiquid. Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Profit margins are more than 30% lower than last year (0.6% net profit margin).
Reported Earnings • Oct 25Third quarter 2025 earnings released: €1.13 loss per share (vs €0.95 profit in 3Q 2024)Third quarter 2025 results: €1.13 loss per share (down from €0.95 profit in 3Q 2024). Revenue: €2.55b (down 4.5% from 3Q 2024). Net loss: €193.0m (down 218% from profit in 3Q 2024). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany.