View ValuationBrenntag 향후 성장Future 기준 점검 3/6Brenntag (는) 각각 연간 24.9% 및 2.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 25.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.2% 로 예상됩니다.핵심 정보24.9%이익 성장률25.59%EPS 성장률Trade Distributors 이익 성장13.5%매출 성장률2.8%향후 자기자본이익률13.17%애널리스트 커버리지Good마지막 업데이트22 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesDeclared Dividend • May 20Dividend reduced to €1.90Dividend of €1.90 is 9.5% lower than last year. Ex-date: 21st May 2026 Payment date: 25th May 2026 Dividend yield will be 3.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not covered by earnings (120% earnings payout ratio). However, it is well covered by cash flows (42% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 34% to bring the payout ratio under control. EPS is expected to grow by 107% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Upcoming Dividend • May 14Upcoming dividend of €1.90 per shareEligible shareholders must have bought the stock before 21 May 2026. Payment date: 25 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.1%. Lower than top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (2.4%).공시 • Apr 09Brenntag SE, Annual General Meeting, May 20, 2026Brenntag SE, Annual General Meeting, May 20, 2026, at 10:00 W. Europe Standard Time.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €56.56, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Total loss to shareholders of 5.7% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €107 per share.New Risk • Mar 15New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 104% Dividend yield: 3.9% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (60% net debt to equity). Dividend is not well covered by earnings (104% payout ratio). Profit margins are more than 30% lower than last year (1.8% net profit margin).Reported Earnings • Mar 13Full year 2025 earnings released: EPS: €1.83 (vs €3.71 in FY 2024)Full year 2025 results: EPS: €1.83 (down from €3.71 in FY 2024). Revenue: €15.2b (down 6.6% from FY 2024). Net income: €264.6m (down 51% from FY 2024). Profit margin: 1.7% (down from 3.3% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Trade Distributors industry in Europe.Declared Dividend • Mar 06Dividend reduced to €1.90Dividend of €1.90 is 9.5% lower than last year. Ex-date: 21st May 2026 Payment date: 25th May 2026 Dividend yield will be 4.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Mar 05Brenntag SE announces Annual dividend, payable on May 25, 2026Brenntag SE announced Annual dividend of EUR 1.9000 per share payable on May 25, 2026, ex-date on May 21, 2026 and record date on May 22, 2026.New Risk • Feb 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Share price has been volatile over the past 3 months (5.2% average weekly change).공시 • Nov 19+ 2 more updatesBrenntag SE to Report Q1, 2026 Results on May 13, 2026Brenntag SE announced that they will report Q1, 2026 results on May 13, 2026Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: €0.78 (vs €0.82 in 3Q 2024)Third quarter 2025 results: EPS: €0.78 (down from €0.82 in 3Q 2024). Revenue: €3.72b (down 8.6% from 3Q 2024). Net income: €113.1m (down 4.3% from 3Q 2024). Profit margin: 3.0% (in line with 3Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Trade Distributors industry in Europe.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: €0.30 (vs €1.03 in 2Q 2024)Second quarter 2025 results: EPS: €0.30 (down from €1.03 in 2Q 2024). Revenue: €3.87b (down 7.3% from 2Q 2024). Net income: €42.9m (down 71% from 2Q 2024). Profit margin: 1.1% (down from 3.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Trade Distributors industry in Europe.Declared Dividend • May 21Dividend of €2.10 announcedShareholders will receive a dividend of €2.10. Ex-date: 23rd May 2025 Payment date: 27th May 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Apr 11Brenntag SE, Annual General Meeting, May 22, 2025Brenntag SE, Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time.Declared Dividend • Mar 14Dividend of €2.10 announcedShareholders will receive a dividend of €2.10. Ex-date: 23rd May 2025 Payment date: 27th May 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Mar 13New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk High level of debt (45% net debt to equity).공시 • Mar 13Brenntag SE announces Annual dividend, payable on May 27, 2025Brenntag SE announced Annual dividend of EUR 2.1000 per share payable on May 27, 2025, ex-date on May 23, 2025 and record date on May 26, 2025.공시 • Aug 13Brenntag SE to Report Fiscal Year 2024 Final Results on Mar 12, 2025Brenntag SE announced that they will report fiscal year 2024 final results on Mar 12, 2025이익 및 매출 성장 예측BIT:1BRE - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202816,2206616149571112/31/202715,6225835759261312/31/202615,345493490780103/31/202614,762228657948N/A12/31/202515,172265674967N/A9/30/202515,649419670989N/A6/30/202516,000424585908N/A3/31/202516,307530569901N/A12/31/202416,237536564907N/A9/30/202416,1915456721,054N/A6/30/202416,2106038211,188N/A3/31/202416,2916401,0781,421N/A12/31/202316,8157151,3431,664N/A9/30/202317,6076821,2861,565N/A6/30/202318,6197531,2791,551N/A3/31/202319,4238531,0551,322N/A12/31/202219,429887690957N/A9/30/202218,737843421659N/A6/30/202217,374754221442N/A3/31/202215,783600135346N/A12/31/202114,383448189389N/A9/30/202113,221501435613N/A6/30/202112,364461684864N/A3/31/202111,7164509041,092N/A12/31/202011,7954671,0201,219N/A9/30/202012,0454659651,174N/A6/30/202012,4194757861,009N/A3/31/202012,851476704922N/A12/31/201912,822467N/A879N/A9/30/201912,829483N/A787N/A6/30/201912,796467N/A621N/A3/31/201912,757460N/A549N/A12/31/201812,550461N/A375N/A9/30/201812,288394N/A340N/A6/30/201811,959383N/A341N/A3/31/201811,745372N/A317N/A12/31/201711,743361N/A405N/A9/30/201711,502401N/A394N/A6/30/201711,229394N/A450N/A3/31/201710,892389N/A517N/A12/31/201610,498360N/A540N/A9/30/201610,337334N/A654N/A6/30/201610,325335N/A641N/A3/31/201610,352340N/A633N/A12/31/201510,346365N/A594N/A9/30/201510,384393N/A501N/A6/30/201510,364386N/A441N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1BRE 의 연간 예상 수익 증가율(24.9%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1BRE 의 연간 수익(24.9%)이 Italian 시장(11.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1BRE 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 1BRE 의 수익(연간 2.8%)이 Italian 시장(연간 5.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 1BRE 의 수익(연간 2.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1BRE의 자본 수익률은 3년 후 13.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 18:43종가2026/05/22 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 소스Brenntag SE는 30명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Volker BosseBaader Helvea Equity ResearchGaurav JainBarclaysJames StewartBarclays27명의 분석가 더 보기
Declared Dividend • May 20Dividend reduced to €1.90Dividend of €1.90 is 9.5% lower than last year. Ex-date: 21st May 2026 Payment date: 25th May 2026 Dividend yield will be 3.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not covered by earnings (120% earnings payout ratio). However, it is well covered by cash flows (42% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 34% to bring the payout ratio under control. EPS is expected to grow by 107% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Upcoming Dividend • May 14Upcoming dividend of €1.90 per shareEligible shareholders must have bought the stock before 21 May 2026. Payment date: 25 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.1%. Lower than top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (2.4%).
공시 • Apr 09Brenntag SE, Annual General Meeting, May 20, 2026Brenntag SE, Annual General Meeting, May 20, 2026, at 10:00 W. Europe Standard Time.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €56.56, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Total loss to shareholders of 5.7% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €107 per share.
New Risk • Mar 15New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 104% Dividend yield: 3.9% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (60% net debt to equity). Dividend is not well covered by earnings (104% payout ratio). Profit margins are more than 30% lower than last year (1.8% net profit margin).
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: €1.83 (vs €3.71 in FY 2024)Full year 2025 results: EPS: €1.83 (down from €3.71 in FY 2024). Revenue: €15.2b (down 6.6% from FY 2024). Net income: €264.6m (down 51% from FY 2024). Profit margin: 1.7% (down from 3.3% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Trade Distributors industry in Europe.
Declared Dividend • Mar 06Dividend reduced to €1.90Dividend of €1.90 is 9.5% lower than last year. Ex-date: 21st May 2026 Payment date: 25th May 2026 Dividend yield will be 4.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Mar 05Brenntag SE announces Annual dividend, payable on May 25, 2026Brenntag SE announced Annual dividend of EUR 1.9000 per share payable on May 25, 2026, ex-date on May 21, 2026 and record date on May 22, 2026.
New Risk • Feb 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Share price has been volatile over the past 3 months (5.2% average weekly change).
공시 • Nov 19+ 2 more updatesBrenntag SE to Report Q1, 2026 Results on May 13, 2026Brenntag SE announced that they will report Q1, 2026 results on May 13, 2026
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: €0.78 (vs €0.82 in 3Q 2024)Third quarter 2025 results: EPS: €0.78 (down from €0.82 in 3Q 2024). Revenue: €3.72b (down 8.6% from 3Q 2024). Net income: €113.1m (down 4.3% from 3Q 2024). Profit margin: 3.0% (in line with 3Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Trade Distributors industry in Europe.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: €0.30 (vs €1.03 in 2Q 2024)Second quarter 2025 results: EPS: €0.30 (down from €1.03 in 2Q 2024). Revenue: €3.87b (down 7.3% from 2Q 2024). Net income: €42.9m (down 71% from 2Q 2024). Profit margin: 1.1% (down from 3.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Trade Distributors industry in Europe.
Declared Dividend • May 21Dividend of €2.10 announcedShareholders will receive a dividend of €2.10. Ex-date: 23rd May 2025 Payment date: 27th May 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Apr 11Brenntag SE, Annual General Meeting, May 22, 2025Brenntag SE, Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time.
Declared Dividend • Mar 14Dividend of €2.10 announcedShareholders will receive a dividend of €2.10. Ex-date: 23rd May 2025 Payment date: 27th May 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Mar 13New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk High level of debt (45% net debt to equity).
공시 • Mar 13Brenntag SE announces Annual dividend, payable on May 27, 2025Brenntag SE announced Annual dividend of EUR 2.1000 per share payable on May 27, 2025, ex-date on May 23, 2025 and record date on May 26, 2025.
공시 • Aug 13Brenntag SE to Report Fiscal Year 2024 Final Results on Mar 12, 2025Brenntag SE announced that they will report fiscal year 2024 final results on Mar 12, 2025