K+S 향후 성장
Future 기준 점검 3/6
K+S (는) 각각 연간 127.5% 및 0.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 130.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 2.9% 로 예상됩니다.
핵심 정보
127.5%
이익 성장률
130.33%
EPS 성장률
| Chemicals 이익 성장 | 44.1% |
| 매출 성장률 | 0.9% |
| 향후 자기자본이익률 | 2.88% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 18 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 20
SDF: Lower Discount Rate And Firmer Margins Will Support Re Rating Potential
Analysts have raised the fair value estimate for K+S from €25.63 to €26.53, citing a series of recent price target increases across the Street and updated assumptions, including a slightly lower discount rate, a reduced revenue growth outlook, higher profit margin expectations, and a lower future P/E multiple. Analyst Commentary Recent Street research around K+S reflects a mix of views, but the fair value increase lines up with a cluster of constructive actions from several bullish analysts alongside selective caution from others.분석 기사 • May 14
K+S Aktiengesellschaft Reported A Surprise Loss, And Analysts Have Updated Their Forecasts
The first-quarter results for K+S Aktiengesellschaft ( ETR:SDF ) were released last week, making it a good time to...
내러티브 업데이트 • May 05
SDF: Earlier Potash Downturn Will Pressure Margins Despite Recent Rating Shifts
Analysts have raised their average price target for K+S by €0.50 to €10.00, citing a series of recent target increases from major banks and updated assumptions on fair value, discount rates and profit margins. Analyst Commentary Recent research updates show a mixed picture around K+S, with several firms adjusting price targets and at least one issuing a downgrade alongside a higher target.내러티브 업데이트 • Apr 20
SDF: Weaker Potash Demand Cycle Will Drive Margins And Earnings Downside
Analysts have raised their fair value estimate for K+S from €8.00 to €9.50, reflecting recent increases in Street price targets from Morgan Stanley, Deutsche Bank and JPMorgan, even as some continue to highlight risks to potash demand and margins. Analyst Commentary Recent research updates present a mixed picture for K+S.
내러티브 업데이트 • Apr 05
SDF: Potash Cycle Pullback Risk Will Keep Shares Rangebound
The updated analyst price target for K+S edges higher to €14.64 from €14.56, as analysts factor in recent target increases from several banks, while moderating assumptions on revenue growth and profit margins, and applying a slightly lower discount rate alongside a higher future P/E of 20.31x. Analyst Commentary Recent Street research on K+S shows a mix of optimism around valuation upside and caution around industry risks, resulting in modest price target adjustments rather than wholesale shifts in stance.내러티브 업데이트 • Mar 22
SDF: Potash Cycle Risks And Dividend Payout Suggest Shares Will Remain Rangebound
The analyst price target for K+S has shifted from €13.95 to about €14.56, with analysts pointing to updated assumptions on discount rates, revenue growth, profit margins, and future P/E. These revisions are informed in part by recent Street research that includes a higher €14.50 target alongside a downgrade to Underperform.내러티브 업데이트 • Mar 08
SDF: Lower Discount Rate And Firmer Margins Will Support Re Rating
Analysts have nudged their price target on K+S higher by €1.10, citing slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E that together support a modestly stronger valuation case. Analyst Commentary Recent research points to a slightly stronger valuation stance on K+S, with the €1.10 uplift in the price target linked to refreshed views on discount rate assumptions, revenue growth, profit margins and future P/E levels.내러티브 업데이트 • Feb 22
SDF: Higher Margins And Refined P/E Framework Will Recast This Opportunity
Analysts have lifted their price target on K+S by €1.10, reflecting updated assumptions around discount rates, revenue, profit margins and future P/E expectations. Analyst Commentary Bullish analysts point to the refreshed €1.10 higher price target as a sign that updated models are more aligned with current assumptions on discount rates, revenue, profit margins and future P/E expectations.내러티브 업데이트 • Feb 08
SDF: Mixed Ratings Suggest Shares Will Likely Trade Within A Cautious Range
The analyst fair value estimate for K+S has increased to €13.95 from €12.61. Analysts attribute this change to updated assumptions for discount rates, revenue growth, margins, and a higher future P/E multiple, as reflected in recent mixed price target changes from major banks.내러티브 업데이트 • Jan 24
SDF: Higher Forward P/E Assumptions Will Recast This Underappreciated Opportunity
The analyst price target for K+S has moved from about €20.00 to roughly €25.60 per share. Analysts point to updated fair value estimates and revised assumptions on discount rates, revenue growth, profit margins and future P/E multiples as key drivers behind this change.분석 기사 • Jan 13
Does K+S (ETR:SDF) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...내러티브 업데이트 • Jan 10
SDF: Lower Forward P E Assumptions Will Drive Further Downside Risk
Analysts have trimmed their price targets on K+S, with recent revisions such as €13 to €12.70 and €11 to €10. This reflects updated views on revenue growth, margins and future P/E assumptions.내러티브 업데이트 • Dec 26
SDF: Persistent Price Cuts Will Signal Further Downside Risk Ahead
The analyst price target for K+S has been revised modestly lower, to a range of about EUR 10 to EUR 12.70, as analysts factor in softer near term growth expectations, alongside improved margin assumptions and a lower anticipated future price to earnings multiple. Analyst Commentary Bearish analysts have highlighted that the latest price target reductions reflect a more cautious stance on K+S, with limited upside seen from current trading levels.분석 기사 • Dec 15
Getting In Cheap On K+S Aktiengesellschaft (ETR:SDF) Might Be Difficult
With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Chemicals industry in Germany, you could be...내러티브 업데이트 • Dec 12
SDF: Persistent Price Target Cuts Will Signal Further Downside Risk Ahead
The analyst price target for K+S has been trimmed from roughly EUR 8.50 to EUR 8.00 as analysts factor in softer revenue growth expectations, despite slightly better margin forecasts and a lower future P E multiple. Analyst Commentary Recent Street research on K+S reflects a broadly cautious stance, with multiple bearish analysts trimming their price targets as they reassess the company outlook.내러티브 업데이트 • Nov 27
SDF: Shares Will Likely See Limited Upside Amid Ongoing Market Uncertainty
The consensus analyst price target for K+S has been lowered slightly, from approximately €12.72 to €12.61. This change reflects analysts' expectations for slower revenue growth and increased caution on the stock’s future outlook.내러티브 업데이트 • Nov 13
SDF: Shares Will Likely Remain Rangebound Amid Market Caution And Modest Outlook
Analysts have reduced their price target for K+S, lowering the fair value estimate from EUR 13.66 to EUR 12.72. This adjustment reflects more cautious projections based on updated revenue growth and profit margin expectations.내러티브 업데이트 • Sep 23
Global Demand Will Transform The Potash Fertilizer Sector
K+S’s consensus price target was revised down to €13.66 as analysts cite fading momentum, weaker industry demand, and lower earnings forecasts, partially offset by improved operational efficiency. Analyst Commentary Bearish analysts cite fading positive momentum and recommend profit-taking after recent gains.분석 기사 • Sep 09
Does K+S (ETR:SDF) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...내러티브 업데이트 • Aug 27
Global Demand Will Transform The Potash Fertilizer Sector
K+S’s consensus price target has been revised down from €14.53 to €13.99 amid divergent analyst sentiment reflecting improved potash market fundamentals on one hand and concerns over limited upside, fading momentum, and fertilizer demand volatility on the other. Analyst Commentary Bullish analysts have increased price targets due to improved potash market fundamentals and expectations of higher realized prices.분석 기사 • May 16
Earnings Update: K+S Aktiengesellschaft (ETR:SDF) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts
K+S Aktiengesellschaft ( ETR:SDF ) last week reported its latest first-quarter results, which makes it a good time for...분석 기사 • May 08
We Discuss Why K+S Aktiengesellschaft's (ETR:SDF) CEO Compensation May Be Closely Reviewed
Key Insights K+S' Annual General Meeting to take place on 14th of May CEO Burkhard Lohr's total compensation includes...분석 기사 • May 04
K+S Aktiengesellschaft's (ETR:SDF) 25% Share Price Surge Not Quite Adding Up
K+S Aktiengesellschaft ( ETR:SDF ) shareholders would be excited to see that the share price has had a great month...분석 기사 • Apr 05
K+S' (ETR:SDF) Dividend Is Being Reduced To €0.15
K+S Aktiengesellschaft ( ETR:SDF ) has announced that on 19th of May, it will be paying a dividend of€0.15, which a...분석 기사 • Jan 31
Revenues Not Telling The Story For K+S Aktiengesellschaft (ETR:SDF) After Shares Rise 29%
K+S Aktiengesellschaft ( ETR:SDF ) shareholders would be excited to see that the share price has had a great month...
새로운 내러티브 • Jan 22
Werra 2060 Project Will Cut Emissions And Extend Operations By 10 Years
Increasing production at Bethune and demands for potash are expected to boost revenues and improve cash cost efficiencies.분석 기사 • Jan 08
Here's Why K+S (ETR:SDF) Has A Meaningful Debt Burden
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Dec 18
Should You Think About Buying K+S Aktiengesellschaft (ETR:SDF) Now?
While K+S Aktiengesellschaft ( ETR:SDF ) might not have the largest market cap around , it saw a double-digit share...분석 기사 • Nov 17
The K+S Aktiengesellschaft (ETR:SDF) Third-Quarter Results Are Out And Analysts Have Published New Forecasts
A week ago, K+S Aktiengesellschaft ( ETR:SDF ) came out with a strong set of quarterly numbers that could potentially...분석 기사 • Aug 21
We Think You Can Look Beyond K+S' (ETR:SDF) Lackluster Earnings
The market for K+S Aktiengesellschaft's ( ETR:SDF ) shares didn't move much after it posted weak earnings recently. We...분석 기사 • Aug 17
Analysts Are Updating Their K+S Aktiengesellschaft (ETR:SDF) Estimates After Its Half-Year Results
Shareholders might have noticed that K+S Aktiengesellschaft ( ETR:SDF ) filed its interim result this time last week...분석 기사 • Apr 27
K+S Aktiengesellschaft's (ETR:SDF) Shareholders Might Be Looking For Exit
There wouldn't be many who think K+S Aktiengesellschaft's ( ETR:SDF ) price-to-sales (or "P/S") ratio of 0.6x is worth...분석 기사 • Apr 05
Is There Now An Opportunity In K+S Aktiengesellschaft (ETR:SDF)?
K+S Aktiengesellschaft ( ETR:SDF ), might not be a large cap stock, but it saw a significant share price rise of 21% in...분석 기사 • Mar 04
These 4 Measures Indicate That K+S (ETR:SDF) Is Using Debt Reasonably Well
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Dec 28
Is Now An Opportune Moment To Examine K+S Aktiengesellschaft (ETR:SDF)?
K+S Aktiengesellschaft ( ETR:SDF ), is not the largest company out there, but it saw significant share price movement...분석 기사 • Dec 07
K+S Aktiengesellschaft's (ETR:SDF) Intrinsic Value Is Potentially 25% Below Its Share Price
Key Insights K+S' estimated fair value is €10.35 based on 2 Stage Free Cash Flow to Equity Current share price of...분석 기사 • Nov 07
Here's Why K+S (ETR:SDF) Can Manage Its Debt Responsibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Sep 20
Should You Investigate K+S Aktiengesellschaft (ETR:SDF) At €17.62?
K+S Aktiengesellschaft ( ETR:SDF ), might not be a large cap stock, but it saw a decent share price growth in the teens...분석 기사 • Aug 21
K+S Aktiengesellschaft's (ETR:SDF) Intrinsic Value Is Potentially 83% Above Its Share Price
Key Insights K+S' estimated fair value is €31.98 based on 2 Stage Free Cash Flow to Equity K+S' €17.52 share price...분석 기사 • Jul 31
K+S (ETR:SDF) Seems To Use Debt Quite Sensibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • May 28
At €16.16, Is It Time To Put K+S Aktiengesellschaft (ETR:SDF) On Your Watch List?
K+S Aktiengesellschaft ( ETR:SDF ), might not be a large cap stock, but it received a lot of attention from a...분석 기사 • May 01
These 4 Measures Indicate That K+S (ETR:SDF) Is Using Debt Reasonably Well
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 3,811 | 118 | 135 | 600 | 10 |
| 12/31/2027 | 3,864 | 169 | 85 | 607 | 14 |
| 12/31/2026 | 3,857 | 12 | 53 | 649 | 11 |
| 3/31/2026 | 3,744 | -1,318 | 72 | 625 | N/A |
| 12/31/2025 | 3,648 | -1,076 | 10 | 573 | N/A |
| 9/30/2025 | 3,640 | -1,699 | -7 | 524 | N/A |
| 6/30/2025 | 3,627 | -1,728 | 1 | 537 | N/A |
| 3/31/2025 | 3,630 | 0 | -17 | 528 | N/A |
| 12/31/2024 | 3,653 | -67 | 69 | 591 | N/A |
| 9/30/2024 | 3,702 | 26 | 122 | 656 | N/A |
| 6/30/2024 | 3,717 | 4 | 153 | 659 | N/A |
| 3/31/2024 | 3,669 | -35 | 339 | 828 | N/A |
| 12/31/2023 | 3,873 | 210 | 339 | 821 | N/A |
| 9/30/2023 | 4,383 | 715 | 440 | 908 | N/A |
| 6/30/2023 | 4,972 | 1,045 | 952 | 1,388 | N/A |
| 3/31/2023 | 5,656 | 1,461 | 925 | 1,356 | N/A |
| 12/31/2022 | 5,677 | 1,508 | 918 | 1,392 | N/A |
| 9/30/2022 | 5,262 | 1,462 | 967 | 1,385 | N/A |
| 6/30/2022 | 4,538 | 2,450 | 319 | 742 | N/A |
| 3/31/2022 | 3,692 | 2,229 | 35 | 433 | N/A |
| 12/31/2021 | 3,213 | 2,134 | -32 | 327 | N/A |
| 9/30/2021 | 2,772 | 1,559 | -274 | 183 | N/A |
| 6/30/2021 | 2,592 | -1,458 | -325 | 175 | N/A |
| 3/31/2021 | 2,518 | -1,612 | -219 | 321 | N/A |
| 12/31/2020 | 2,432 | -1,891 | -108 | 429 | N/A |
| 9/30/2020 | 1,306 | -1,853 | -84 | 458 | N/A |
| 6/30/2020 | 1,645 | -163 | -96 | 445 | N/A |
| 3/31/2020 | 1,933 | -145 | 54 | 570 | N/A |
| 12/31/2019 | 2,550 | 27 | N/A | 640 | N/A |
| 9/30/2019 | 4,264 | 127 | N/A | 543 | N/A |
| 6/30/2019 | 4,199 | 121 | N/A | 534 | N/A |
| 3/31/2019 | 4,133 | 75 | N/A | 400 | N/A |
| 12/31/2018 | 4,039 | 42 | N/A | 309 | N/A |
| 9/30/2018 | 3,854 | 13 | N/A | 200 | N/A |
| 6/30/2018 | 3,740 | 89 | N/A | 215 | N/A |
| 3/31/2018 | 3,670 | 159 | N/A | 273 | N/A |
| 12/31/2017 | 3,627 | 185 | N/A | 307 | N/A |
| 9/30/2017 | 3,536 | 154 | N/A | 438 | N/A |
| 6/30/2017 | 3,497 | 113 | N/A | 471 | N/A |
| 3/31/2017 | 3,488 | 75 | N/A | 419 | N/A |
| 12/31/2016 | 3,457 | 174 | N/A | 445 | N/A |
| 9/30/2016 | 3,508 | 302 | N/A | 447 | N/A |
| 6/30/2016 | 3,712 | 380 | N/A | 605 | N/A |
| 3/31/2016 | 3,894 | 533 | N/A | 662 | N/A |
| 12/31/2015 | 4,176 | 495 | N/A | 669 | N/A |
| 9/30/2015 | 4,203 | 428 | N/A | 708 | N/A |
| 6/30/2015 | 4,139 | 467 | N/A | 626 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: SDF 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(1.9%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: SDF (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: SDF 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: SDF 의 수익(연간 0.9%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: SDF 의 수익(연간 0.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: SDF의 자본 수익률은 3년 후 2.9%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 17:21 |
| 종가 | 2026/05/20 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 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
K+S Aktiengesellschaft는 42명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Stephen Wilder | Alliance Global Partners |
| Knut Woller | Baader Helvea Equity Research |
| Volker Bosse | Baader Helvea Equity Research |