Bayer 향후 성장
Future 기준 점검 3/6
Bayer (는) 각각 연간 44.3% 및 2.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 47.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.8% 로 예상됩니다.
핵심 정보
44.3%
이익 성장률
47.40%
EPS 성장률
| Pharmaceuticals 이익 성장 | 23.7% |
| 매출 성장률 | 2.6% |
| 향후 자기자본이익률 | 15.79% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 18 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 22
BAYN: Easing Litigation Risks Will Support Re Rating And Future Upside Potential
Analysts have maintained the fair value estimate for Bayer at €60.00 and raised price targets in recent research, citing a series of upgrades, slightly higher assumptions for revenue growth and profit margins, as well as a modestly lower future P/E multiple following a broad reassessment of sector risks and company-specific legal developments. Analyst Commentary Recent research points to a clear shift toward more constructive views on Bayer, with several bullish analysts updating ratings and valuation frameworks in response to company specific developments and sector wide reassessments.
내러티브 업데이트 • May 05
BAYN: Future Litigation And Settlement Uncertainty Will Constrain Share Upside Potential
Analysts have nudged the fair value estimate for Bayer higher to about €31.26 from €30.41, citing a series of recent upgrades and higher price targets that reflect updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Bayer has been mixed, with several firms updating ratings and price targets over the past few months.내러티브 업데이트 • Apr 21
BAYN: Future Litigation Settlement Payouts Will Pressure Upside Potential
Analysts have lifted the Bayer fair value estimate from €23.00 to about €30.41, citing a series of recent price target increases and upgrades that reflect updated assumptions for revenue growth, profit margins, and P/E expectations. Analyst Commentary Recent research on Bayer shows a split in sentiment, with some firms becoming more constructive while others highlight ongoing risks to the investment case.내러티브 업데이트 • Apr 06
BAYN: Roundup Settlement Progress Will Reduce Litigation Overhang And Support Future Upside
Analysts maintain a fair value estimate for Bayer at €60.00. Recent adjustments to revenue growth, margin, and P/E assumptions come alongside mixed research actions, including several upgrades that point to potential resolution of litigation overhangs and margin upside, offset by at least one downgrade with a lower price target.내러티브 업데이트 • Mar 23
BAYN: Roundup Settlement Advances Will Support Future Upside In Core Earnings
Analysts have modestly adjusted Bayer's price targets to a range of €50 to €55, reflecting mixed views that balance recent upgrades tied to share price weakness, litigation progress and margin potential with at least one more cautious stance. Analyst Commentary Recent research points to a cluster of more optimistic views on Bayer, with several bullish analysts raising ratings or price targets as they reassess litigation risk, product potential and profitability in key segments.내러티브 업데이트 • Mar 09
BAYN: Roundup Settlement Progress Will Support Future Upside In Core Earnings
Analysts have revised their view on Bayer with a reduced implied P/E and updated margin expectations, while recent Street research shows a split between a Sell call at €42 and an Overweight stance at €45 that hinges on litigation resolution and potential upside in pharmaceuticals and Crop Science. Analyst Commentary Recent research on Bayer highlights a clear divide between cautious and optimistic views, with valuation closely linked to how investors think litigation, pharmaceutical assets and Crop Science margins will play out.내러티브 업데이트 • Feb 23
BAYN: Roundup Settlement Progress Will Unlock Future Equity Upside
The analyst fair value estimate for Bayer has been adjusted to €60 from €55. This reflects updated assumptions on revenue growth and future P/E, alongside mixed Street views, including a downgrade citing valuation risks and an upgrade pointing to potential progress on litigation and margins.내러티브 업데이트 • Feb 09
BAYN: Litigation Overhang Resolution Will Unlock Future Equity Upside
Analysts have nudged their Bayer price targets higher, with recent moves such as Barclays shifting to an Overweight rating with a €45 target and Berenberg raising its target to €30.40. They cite potential resolution of litigation issues, along with possible upside in Kerendia and Crop Science margins, as key supports for their updated views.분석 기사 • Jan 27
The Market Lifts Bayer Aktiengesellschaft (ETR:BAYN) Shares 29% But It Can Do More
Despite an already strong run, Bayer Aktiengesellschaft ( ETR:BAYN ) shares have been powering on, with a gain of 29...내러티브 업데이트 • Jan 25
BAYN: Litigation Resolution And Crop Science Margins Will Unlock Future Upside
Analysts have raised their fair value estimate for Bayer from €47.98 to €55.00, citing the potential resolution of litigation issues, improved expectations for Kerendia, and margin opportunities in the Crop Science business as key supports for the higher target. Analyst Commentary Recent Street research points to a more constructive tone around Bayer, with several bullish analysts adjusting their views in ways that support the higher fair value estimate.
내러티브 업데이트 • Jan 09
BAYN: Litigation Overhang Will Drive Future Rerating Risk For Shares
Narrative Update Analysts have nudged their fair value estimate for Bayer from €33.42 to €34.97, citing updated assumptions for modestly higher revenue growth, slightly stronger profit margins, a higher future P/E, and growing confidence that litigation issues, Kerendia expectations, and Crop Science margins could be better than previously modeled. Analyst Commentary Recent Street research on Bayer has focused on how quickly the litigation overhang could be addressed, the role of Kerendia in the pharma portfolio, and the strength of margins in Crop Science.내러티브 업데이트 • Dec 26
BAYN Will Rely On Pipeline And Cost Cuts To Unlock Upside Potential
Analysts have raised their price target on Bayer to approximately EUR 48 from around EUR 37. They cite expectations for slightly faster revenue growth, improved profit margins, a modestly lower discount rate and a higher future earnings multiple that together support a higher fair value.내러티브 업데이트 • Dec 11
BAYN: Future Litigation Outcomes And Potential Ag Spin-Out Will Shape Shares
Analysts have nudged their Bayer price target higher to about EUR 30 from the mid‑20s, citing slightly faster expected revenue growth, modestly stronger profit margins, and a richer future P/E multiple. Together, these factors lift estimated fair value to roughly EUR 33 per share.분석 기사 • Dec 03
Further Upside For Bayer Aktiengesellschaft (ETR:BAYN) Shares Could Introduce Price Risks After 27% Bounce
Bayer Aktiengesellschaft ( ETR:BAYN ) shareholders have had their patience rewarded with a 27% share price jump in the...내러티브 업데이트 • Nov 27
BAYN: Future Litigation Decisions And Agriculture Spin-Out Will Guide Shares
Bayer's analyst price target increased from EUR 28.71 to EUR 29.57, as analysts cite improved forecasts for revenue growth and a recent uptick in target valuations across the sector. Analyst Commentary Bullish Takeaways Bullish analysts have raised Bayer's price targets in response to improved revenue forecasts.분석 기사 • Nov 14
Bayer Aktiengesellschaft (ETR:BAYN) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
It's been a pretty great week for Bayer Aktiengesellschaft ( ETR:BAYN ) shareholders, with its shares surging 13% to...내러티브 업데이트 • Nov 13
BAYN: Future Legal Outcomes And Sector Dynamics Will Determine Momentum
Analysts have raised Bayer's price target slightly from $28.53 to $28.71, reflecting steady profit margin improvements and updated industry positioning. This adjustment comes particularly in light of ongoing strategic shifts among major agribusiness peers.분석 기사 • Jul 13
Is Bayer (ETR:BAYN) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
새로운 내러티브 • Nov 24
Innovative Launches And Decisive Moves Set Stage For Remarkable Growth In Pharmaceuticals And Consumer Health
Pharmaceutical and agriculture innovations are key strategies for growth, offsetting generic competition and boosting future revenues.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 48,422 | 3,607 | 4,449 | 7,816 | 14 |
| 12/31/2027 | 46,768 | 3,045 | 3,855 | 7,389 | 18 |
| 12/31/2026 | 45,516 | 2,161 | -1,658 | 1,715 | 17 |
| 3/31/2026 | 45,242 | -2,156 | 2,641 | 5,151 | N/A |
| 12/31/2025 | 45,575 | -3,620 | 3,443 | 5,930 | N/A |
| 9/30/2025 | 45,866 | -198 | 3,937 | 6,725 | N/A |
| 6/30/2025 | 46,174 | -3,418 | 4,594 | 7,151 | N/A |
| 3/31/2025 | 46,579 | -3,253 | 5,783 | 8,503 | N/A |
| 12/31/2024 | 46,606 | -2,552 | 4,590 | 7,368 | N/A |
| 9/30/2024 | 46,739 | -880 | 5,303 | 7,978 | N/A |
| 6/30/2024 | 47,113 | -1,266 | 5,690 | 8,443 | N/A |
| 3/31/2024 | 47,013 | -3,119 | 3,786 | 6,517 | N/A |
| 12/31/2023 | 47,637 | -2,941 | 2,366 | 5,117 | N/A |
| 9/30/2023 | 47,775 | -3,667 | -508 | 2,571 | N/A |
| 6/30/2023 | 48,714 | 1,448 | -473 | 2,649 | N/A |
| 3/31/2023 | 50,489 | 3,037 | 1,203 | 4,269 | N/A |
| 12/31/2022 | 50,739 | 4,150 | 4,144 | 7,093 | N/A |
| 9/30/2022 | 49,857 | 4,700 | 4,313 | 7,078 | N/A |
| 6/30/2022 | 48,357 | 4,239 | 4,547 | 7,235 | N/A |
| 3/31/2022 | 46,392 | 2,202 | 4,497 | 7,128 | N/A |
| 12/31/2021 | 44,081 | 1,000 | 2,478 | 5,089 | N/A |
| 9/30/2021 | 42,958 | 222 | 430 | 2,794 | N/A |
| 6/30/2021 | 41,683 | -7,565 | -314 | 1,950 | N/A |
| 3/31/2021 | 40,883 | -14,849 | 11 | 2,367 | N/A |
| 12/31/2020 | 41,400 | -15,569 | 2,485 | 4,903 | N/A |
| 9/30/2020 | 42,155 | -15,995 | 4,805 | 7,398 | N/A |
| 6/30/2020 | 43,479 | -7,303 | 4,940 | 7,713 | N/A |
| 3/31/2020 | 44,138 | 2,631 | 4,253 | 6,899 | N/A |
| 12/31/2019 | 43,545 | 2,391 | N/A | 8,207 | N/A |
| 9/30/2019 | 43,150 | -1,530 | N/A | 7,929 | N/A |
| 6/30/2019 | 42,581 | 287 | N/A | 7,698 | N/A |
| 3/31/2019 | 39,856 | 557 | N/A | 8,338 | N/A |
| 12/31/2018 | 36,742 | 1,374 | N/A | 7,917 | N/A |
| 9/30/2018 | 34,983 | 6,027 | N/A | 7,218 | N/A |
| 6/30/2018 | 33,747 | 3,237 | N/A | 7,878 | N/A |
| 3/31/2018 | 34,473 | 3,486 | N/A | 7,951 | N/A |
| 12/31/2017 | 35,015 | 3,249 | N/A | 8,134 | N/A |
| 9/30/2017 | 35,242 | 3,087 | N/A | 8,597 | N/A |
| 6/30/2017 | 35,475 | 3,924 | N/A | 8,939 | N/A |
| 3/31/2017 | 32,769 | 3,991 | N/A | 8,608 | N/A |
| 12/31/2016 | 34,943 | 3,743 | N/A | 9,089 | N/A |
| 9/30/2016 | 37,405 | 3,837 | N/A | 8,234 | N/A |
| 6/30/2016 | 40,151 | 3,971 | N/A | 7,511 | N/A |
| 3/31/2016 | 46,146 | 4,210 | N/A | 7,488 | N/A |
| 12/31/2015 | 46,085 | 4,025 | N/A | 6,890 | N/A |
| 9/30/2015 | 45,592 | 3,616 | N/A | 7,243 | N/A |
| 6/30/2015 | 44,555 | 3,429 | N/A | 6,729 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: BAYN 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(1.9%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: BAYN (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: BAYN 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: BAYN 의 수익(연간 2.6%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: BAYN 의 수익(연간 2.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: BAYN의 자본 수익률은 3년 후 15.8%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/24 15:49 |
| 종가 | 2026/05/22 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.
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
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Bayer Aktiengesellschaft는 42명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Rafael Bonardell Trianes | Banco de Sabadell. S.A. |
| Emily Field | Barclays |
| Charles Pitman | Barclays |