BASF SE

XTRA:BAS 주식 리포트

시가총액: €44.4b

BASF 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Markus Kamieth

최고경영자

€6.6m

총 보수

CEO 급여 비율30.30%
CEO 재임 기간9yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간3.1yrs
이사회 평균 재임 기간4.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 • May 28

BAS: Diverging Bank Views And Execution Risks Will Limit Future Upside

The analyst fair value estimate for BASF has been adjusted from €36 to €40. This reflects a series of higher price targets from major banks, while still incorporating a mix of cautious and more positive analyst views on the stock.
내러티브 업데이트 • May 09

BAS: Policy Support And Weak Earnings Visibility Will Restrain Future Upside Potential

Analysts have moved the BASF fair value estimate slightly lower to €36.00, while recent price target increases from several banks reflect updated views on margins, discount rate assumptions and a more moderate future P/E of 14.0x. Analyst Commentary Recent Street research paints a mixed picture for BASF, with several price target increases sitting alongside fresh downgrades and more cautious language around valuation and earnings visibility.
내러티브 업데이트 • Apr 22

BAS: Policy Hopes And Weak 2025 Guidance Will Limit Upside Potential

Analysts have made only a small adjustment to the price target for BASF, lifting it by about €0.05. They are balancing recent upgrades and target hikes from several banks with more cautious views that highlight valuation concerns and limited earnings visibility.
내러티브 업데이트 • Apr 07

BAS: Policy Support And Carbon Tax Deferral Will Drive Future Upside Potential

The analyst fair value estimate for BASF has been adjusted from €62.00 to €63.00, with analysts pointing to slightly higher assumed revenue growth, a modestly stronger profit margin profile, a lower discount rate, and a small uplift in future P/E assumptions, supported by a mix of recent target increases, upgrades, and downgrades across the Street. Analyst Commentary Recent research on BASF has been mixed, but there is a clear group of bullish analysts who see room for upside, reflected in a series of upgrades and higher price targets clustered around the €48 to €56 range and above.
내러티브 업데이트 • Mar 24

BAS: Policy Hopes And Weak 2025 Guidance Will Constrain Share Price Upside

The analyst price target for BASF has been reduced by €2 to €36 to reflect a slightly lower fair value estimate, as analysts balance recent rating changes and mixed views on earnings visibility and valuation across the Street. Analyst Commentary Recent research on BASF reflects a split view, with some firms lifting ratings and targets while others question how sustainable the current valuation and earnings outlook might be.
내러티브 업데이트 • Mar 09

BAS: Policy Support And Carbon Tax Deferral Will Shape Future Earnings Visibility

Narrative Update The consolidated analyst price target for BASF has shifted to €54, with this adjustment reflecting a mix of recent upgrades and downgrades as analysts evaluate policy support, valuation concerns, and earnings visibility. Analyst Commentary Recent research shows a split tape on BASF, but there is a clear cluster of bullish analysts converging around the new €54 consolidated target, even as some more cautious voices highlight valuation and earnings risks.
내러티브 업데이트 • Feb 22

BAS: Policy Support And Carbon Tax Deferral Will Shape Earnings Outlook

Narrative update on BASF The analyst price target for BASF has been adjusted to €62.00 per share. Analysts point to mixed recent ratings activity, concerns about earnings visibility and valuation, and the influence of policy support and stimulus on sentiment rather than fundamentals.
내러티브 업데이트 • Feb 08

BAS: Coatings Exit And Portfolio Actions Will Shape Balanced Medium-Term Outlook

Analysts have nudged their fair value estimate for BASF up from €48.13 to €48.50, reflecting refreshed assumptions on revenue growth, profit margins and P/E multiples, even as some recent Street research has trimmed near term price targets. Analyst Commentary Bullish Takeaways Bullish analysts appear comfortable fine tuning fair value rather than making wholesale changes, which can signal that they see current assumptions on revenue, margins and P/E as broadly reasonable.
내러티브 업데이트 • Jan 25

BAS: Weak 2025 Guidance Will Limit Upside Despite Planned Share Buyback

Analysts have kept their fair value estimate for BASF steady at €38.00. With slightly revised assumptions for discount rate, revenue growth, profit margin and future P/E, they frame this as a recalibration of how the same price target is supported rather than a change in where they think the shares should trade.
내러티브 업데이트 • Jan 11

BAS: Coatings Sale And Portfolio Moves Will Anchor Medium-Term Upside Potential

Analysts have nudged their price target for BASF slightly higher to €52. This reflects updated assumptions on fair value and future P/E, supported by recent Street research that highlights the coatings sale price as ahead of expectations.
내러티브 업데이트 • Dec 25

BAS: Coatings Sale Will Leave Limited Upside As Cyclical Headwinds Persist

Analysts have modestly raised their price target on BASF to EUR 52.00, citing a more favorable margin outlook supported by the sale price achieved for the coatings business, which came in ahead of expectations. Analyst Commentary While the latest coverage restart with a Buy rating and a EUR 52 price target underscores improved confidence in BASF's margin trajectory, sentiment across the broader analyst community remains mixed.
내러티브 업데이트 • Dec 11

BAS: Coatings Divestiture And Buyback Program Will Support Medium-Term Upside

Analysts have modestly raised their price target for BASF to EUR 52, citing a stronger than expected valuation for the coatings divestiture and a higher anticipated future P/E multiple, despite slightly slower revenue growth and lower margin assumptions. Analyst Commentary Analyst feedback on BASF reflects a predominantly constructive outlook following the coatings divestiture and the reset in valuation expectations.
내러티브 업데이트 • Nov 27

BAS: Upcoming Coatings Sale And Industry Headwinds Will Influence Medium-Term Performance

The analyst price target for BASF was revised slightly downward from €48.33 to €48.03, as analysts cite incrementally softer revenue growth and profit margin assumptions, despite positive views on the company's recent business developments. Analyst Commentary Recent analyst research reflects a mix of optimism and caution regarding BASF’s future performance.
내러티브 업데이트 • Nov 11

BAS: Recent Asset Sale And Industry Uncertainty Will Shape Medium-Term Outlook

Analysts have revised BASF's fair value price target slightly lower from €49.18 to €48.33. They cite more tempered expectations for revenue growth and future earnings, even as they acknowledge positive signals such as the successful sale of its coatings business.
내러티브 업데이트 • Oct 28

Asset Sales Momentum And Recovery Outlook Will Shape Ag Unit’s Market Debut

Analysts have raised their fair value estimate for BASF slightly to €49.18 from €49.08, citing outperformance in asset sales and an improving demand outlook in European chemicals as key reasons for the upward adjustment. Analyst Commentary Recent analyst updates have provided a detailed view of the evolving sentiment around BASF, highlighting both upside catalysts and remaining risks for investors to consider.
내러티브 업데이트 • Oct 14

Portfolio Optimization And Agricultural Solutions IPO Will Unlock Future Value

Analysts have lowered their price target for BASF from €49.88 to €49.08. They cite tempered revenue growth projections, a slight decline in profit margins, and a higher discount rate, despite expectations for improved chemical demand in Europe over the coming years.
분석 기사 • Sep 06

Are Investors Undervaluing BASF SE (ETR:BAS) By 31%?

Key Insights BASF's estimated fair value is €63.91 based on 2 Stage Free Cash Flow to Equity BASF's €43.81 share price...
분석 기사 • Aug 19

BASF (ETR:BAS) Has A Pretty Healthy Balance Sheet

XTRA:BAS 1 Year Share Price vs Fair Value Explore BASF's Fair Values from the Community and select yours The external...
분석 기사 • Jun 21

Should You Investigate BASF SE (ETR:BAS) At €41.48?

BASF SE ( ETR:BAS ) received a lot of attention from a substantial price movement on the XTRA over the last few months...
User avatar
새로운 내러티브 • Nov 07

Global Restructuring And Expansion Power Growth Amidst Industry Challenges

Cost-saving programs and restructuring efforts are expected to improve competitiveness and profitability through enhanced net margins and reduced operational costs.

CEO 보수 분석

Markus Kamieth의 보수는 BASF의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

€2b

Dec 31 2025€7m€2m

€1b

Sep 30 2025n/an/a

€309m

Jun 30 2025n/an/a

€415m

Mar 31 2025n/an/a

€554m

Dec 31 2024€5m€2m

€1b

Sep 30 2024n/an/a

€330m

Jun 30 2024n/an/a

-€165m

Mar 31 2024n/an/a

€31m

Dec 31 2023€4m€800k

€225m

Sep 30 2023n/an/a

-€3b

Jun 30 2023n/an/a

-€2b

Mar 31 2023n/an/a

-€286m

Dec 31 2022€3m€800k

-€627m

Sep 30 2022n/an/a

€5b

Jun 30 2022n/an/a

€5b

Mar 31 2022n/an/a

€5b

Dec 31 2021€4m€800k

€6b

Sep 30 2021n/an/a

€5b

Jun 30 2021n/an/a

€2b

Mar 31 2021n/an/a

-€601m

Dec 31 2020€2m€760k

-€1b

Sep 30 2020n/an/a

-€2b

Jun 30 2020n/an/a

€1b

Mar 31 2020n/an/a

€2b

Dec 31 2019€4m€800k

€2b

보상 대 시장: Markus의 총 보수(USD7.70M)는 German 시장에서 비슷한 규모 기업의 평균(USD5.59M)보다 높습니다.

보상과 수익: Markus의 보상은 지난 1년 동안 20% 이상 증가했습니다.

CEO

Markus Kamieth (55 yo)

9yrs
재임 기간
€6,601,000
보수

Dr. Markus Kamieth serves as President of Coatings Division at BASF Coatings GmbH. Dr. Kamieth has been a Member of the Board of Executive Directors at BASF SE since May 12, 2017 and its Chairman since Dec...

리더십 팀

이름직위재임 기간보수지분
Markus Kamieth
CEO & Chairman of the Board of Executive Directors9yrs€6.60m데이터 없음
Dirk Elvermann
Member of the Board of Executive Directors3.6yrs€2.07m데이터 없음
Anup Kothari
Member of the Board of Executive Director & President of the Nutrition and Health Division2.2yrs€2.14m데이터 없음
Stephan Kothrade
CTO & Member of the Board of Executive Directors3.2yrs€2.30m데이터 없음
Katja Scharpwinkel
Member of the Board of Executive Director2.3yrs€2.23m데이터 없음
Mary Kurian
Member of Board of Executive Directorno data데이터 없음데이터 없음
Livio Tedeschi
Members of the Board of Executive Directorno data데이터 없음데이터 없음
Christian-Matthias Jutzi
Senior VP of Mobile Emissions Catalysts & President of Corporate Finance3yrs데이터 없음데이터 없음
Stefanie Wettberg
Senior Vice President of Investor Relations10yrs데이터 없음데이터 없음
Silke Wischeropp
General Counsel & Chief Compliance Officerless than a year데이터 없음데이터 없음
Michael Stumpp
Managing Director of BASF Mexicana12.6yrs데이터 없음데이터 없음
Ralph Schweens
Executive Officer8yrs데이터 없음데이터 없음
3.1yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: BAS의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.1 년).

이사회 구성원

이름직위재임 기간보수지분
Kurt Bock
Independent Shareholder Representative Chairman of Supervisory Board5.9yrs€537.50k데이터 없음
Michael Vassiliadis
Employee Representative Member of the Supervisory Board21.8yrs€300.00k데이터 없음
Stefan Asenkerschbaumer
Independent Shareholder Representative Vice Chairman of the Supervisory Board4.1yrs€337.50k데이터 없음
Mark Garrett
Independent Supervisory Boardless than a year데이터 없음데이터 없음
Tamara Weinert
Independent Shareholder Representative Member of Supervisory Board2.1yrs€275.00k데이터 없음
Alessandra Genco
Independent Shareholder Representative Member of the Supervisory Board4.1yrs€362.50k데이터 없음
Sinischa Horvat
Independent Employee Representative Vice Chairman of the Supervisory Board9yrs€325.00k데이터 없음
Tatjana Diether
Independent Employee Representative Member of the Supervisory Board8yrs€287.50k데이터 없음
Thomas Carell
Independent Shareholder Representative Member of Supervisory Board7yrs€212.50k데이터 없음
Andre Matta
Independent Employee Representative Member of the Supervisory Board4.1yrs€212.50k데이터 없음
Natalie Muhlenfeld
Independent Employee Representative Member of the Supervisory Board4.1yrs€200.00k데이터 없음
Peter Zaman
Independent Employee Representative Member of the Supervisory Board4.1yrs€200.00k데이터 없음
4.1yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 이사회: BAS의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.1 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/29 17:05
종가2026/05/29 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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.

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산업 및 섹터 지표

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분석가 소스

BASF SE는 46명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Konstantin WiechertBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Alfonso MariáteguiBanco de Sabadell. S.A.