View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsDSM-Firmenich 향후 성장Future 기준 점검 4/6DSM-Firmenich (는) 각각 연간 20.5% 및 11.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 18.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.1% 로 예상됩니다.핵심 정보20.5%이익 성장률18.34%EPS 성장률Chemicals 이익 성장16.3%매출 성장률11.1%향후 자기자본이익률6.07%애널리스트 커버리지Good마지막 업데이트31 May 2023최근 향후 성장 업데이트Major Estimate Revision • May 16Consensus EPS estimates fall by 59%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €11.8b to €12.0b. EPS estimate fell from €5.22 to €2.13 per share. Net income forecast to grow 20% next year vs 0.2% growth forecast for Chemicals industry in the Netherlands. Consensus price target broadly unchanged at €148. Share price was steady at €113 over the past week.Major Estimate Revision • May 03Consensus revenue estimates increase by 42%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from €8.54b to €12.1b. EPS estimate increased from €3.32 to €4.36 per share. Net income forecast to grow 22% next year vs 5.0% decline forecast for Chemicals industry in the Netherlands. Consensus price target of €149 unchanged from last update. Share price fell 2.5% to €115 over the past week.Major Estimate Revision • Mar 27Consensus EPS estimates fall by 38%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €5.28 to €3.27 per share. Revenue forecast steady at €8.65b. Net income forecast to grow 25% next year vs 2.1% decline forecast for Chemicals industry in the Netherlands. Consensus price target broadly unchanged at €150. Share price fell 3.3% to €111 over the past week.Major Estimate Revision • Feb 17Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €3.69 to €3.32 per share. Revenue forecast steady at €8.77b. Net income forecast to shrink 43% next year vs 1.8% decline forecast for Chemicals industry in the Netherlands. Consensus price target broadly unchanged at €151. Share price rose 4.1% to €123 over the past week.Major Estimate Revision • Oct 03Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €4.83 to €5.81. Revenue forecast steady at €8.30b. Net income forecast to shrink 3.9% next year vs 3.4% growth forecast for Chemicals industry in the Netherlands . Consensus price target broadly unchanged at €173. Share price rose 4.7% to €119 over the past week.Major Estimate Revision • Aug 09Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from €10.1b to €9.45b. EPS estimate also fell from €6.13 per share to €5.11 per share. Net income forecast to shrink 6.9% next year vs 5.6% growth forecast for Chemicals industry in the Netherlands . Consensus price target broadly unchanged at €179. Share price fell 4.8% to €143 over the past week.모든 업데이트 보기Recent updatesMajor Estimate Revision • May 16Consensus EPS estimates fall by 59%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €11.8b to €12.0b. EPS estimate fell from €5.22 to €2.13 per share. Net income forecast to grow 20% next year vs 0.2% growth forecast for Chemicals industry in the Netherlands. Consensus price target broadly unchanged at €148. Share price was steady at €113 over the past week.분석 기사 • May 04Analyst Forecasts For Koninklijke DSM N.V. (AMS:DSM) Are Surging HigherKoninklijke DSM N.V. ( AMS:DSM ) shareholders will have a reason to smile today, with the analysts making substantial...Major Estimate Revision • May 03Consensus revenue estimates increase by 42%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from €8.54b to €12.1b. EPS estimate increased from €3.32 to €4.36 per share. Net income forecast to grow 22% next year vs 5.0% decline forecast for Chemicals industry in the Netherlands. Consensus price target of €149 unchanged from last update. Share price fell 2.5% to €115 over the past week.Recent Insider Transactions • Apr 05Key Executive recently sold €438k worth of stockOn the 31st of March, Dimitri de Vreeze sold around 4k shares on-market at roughly €106 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Dimitri's only on-market trade for the last 12 months.Major Estimate Revision • Mar 27Consensus EPS estimates fall by 38%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €5.28 to €3.27 per share. Revenue forecast steady at €8.65b. Net income forecast to grow 25% next year vs 2.1% decline forecast for Chemicals industry in the Netherlands. Consensus price target broadly unchanged at €150. Share price fell 3.3% to €111 over the past week.분석 기사 • Mar 27Koninklijke DSM (AMS:DSM) Is Reinvesting At Lower Rates Of ReturnTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...분석 기사 • Mar 09Is Koninklijke DSM (AMS:DSM) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Feb 20Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €2.63 (down from €6.25 in FY 2021). Revenue: €8.39b (down 8.8% from FY 2021). Net income: €454.0m (down 58% from FY 2021). Profit margin: 5.4% (down from 12% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 143%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공고 • Feb 18DSM Firmenich Announces Intention Pay Final Gross DividendDSM Firmenich announced intention to pay a gross dividend of EUR 423 million, which will be almost EUR 1.6 per share as a sort of final dividend.Major Estimate Revision • Feb 17Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €3.69 to €3.32 per share. Revenue forecast steady at €8.77b. Net income forecast to shrink 43% next year vs 1.8% decline forecast for Chemicals industry in the Netherlands. Consensus price target broadly unchanged at €151. Share price rose 4.1% to €123 over the past week.분석 기사 • Dec 06Here's Why We Think Koninklijke DSM (AMS:DSM) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Nov 18Is Koninklijke DSM (AMS:DSM) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Recent Insider Transactions • Nov 16Key Executive recently bought €587k worth of stockOn the 7th of November, Thomas Leysen bought around 5k shares on-market at roughly €117 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Thomas' only on-market trade for the last 12 months.공고 • Nov 01Koninklijke DSM N.V. to Report Fiscal Year 2022 Results on Feb 16, 2023Koninklijke DSM N.V. announced that they will report fiscal year 2022 results on Feb 16, 2023분석 기사 • Oct 31Estimating The Fair Value Of Koninklijke DSM N.V. (AMS:DSM)In this article we are going to estimate the intrinsic value of Koninklijke DSM N.V. ( AMS:DSM ) by taking the expected...Major Estimate Revision • Oct 03Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €4.83 to €5.81. Revenue forecast steady at €8.30b. Net income forecast to shrink 3.9% next year vs 3.4% growth forecast for Chemicals industry in the Netherlands . Consensus price target broadly unchanged at €173. Share price rose 4.7% to €119 over the past week.분석 기사 • Sep 19Why Koninklijke DSM N.V. (AMS:DSM) Could Be Worth WatchingLet's talk about the popular Koninklijke DSM N.V. ( AMS:DSM ). The company's shares received a lot of attention from a...분석 기사 • Aug 23Is Now The Time To Put Koninklijke DSM (AMS:DSM) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Major Estimate Revision • Aug 09Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from €10.1b to €9.45b. EPS estimate also fell from €6.13 per share to €5.11 per share. Net income forecast to shrink 6.9% next year vs 5.6% growth forecast for Chemicals industry in the Netherlands . Consensus price target broadly unchanged at €179. Share price fell 4.8% to €143 over the past week.분석 기사 • Aug 08Is Koninklijke DSM (AMS:DSM) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Aug 03First half 2022 earnings: EPS and revenues exceed analyst expectationsFirst half 2022 results: EPS: €1.68 (down from €2.41 in 1H 2021). Revenue: €4.12b (down 8.3% from 1H 2021). Net income: €290.0m (down 30% from 1H 2021). Profit margin: 7.0% (down from 9.3% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 4.6%, compared to a 15% growth forecast for the industry in the Netherlands. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 11% per year.분석 기사 • Jul 23Calculating The Intrinsic Value Of Koninklijke DSM N.V. (AMS:DSM)How far off is Koninklijke DSM N.V. ( AMS:DSM ) from its intrinsic value? Using the most recent financial data, we'll...Upcoming Dividend • May 05Upcoming dividend of €1.70 per shareEligible shareholders must have bought the stock before 12 May 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Dutch dividend payers (5.7%). Lower than average of industry peers (2.8%).분석 기사 • Apr 30Koninklijke DSM (AMS:DSM) Is Increasing Its Dividend To €1.70Koninklijke DSM N.V.'s ( AMS:DSM ) dividend will be increasing to €1.70 on 1st of June. Although the dividend is now...분석 기사 • Apr 16Koninklijke DSM (AMS:DSM) Is Increasing Its Dividend To €1.70Koninklijke DSM N.V.'s ( AMS:DSM ) dividend will be increasing to €1.70 on 1st of June. Although the dividend is now...분석 기사 • Apr 02Koninklijke DSM's (AMS:DSM) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Koninklijke DSM N.V. ( AMS:DSM ) has announced that it will be increasing its dividend on the 1st of June...분석 기사 • Mar 19Koninklijke DSM's (AMS:DSM) Dividend Will Be Increased To €1.70The board of Koninklijke DSM N.V. ( AMS:DSM ) has announced that it will be increasing its dividend on the 1st of June...분석 기사 • Feb 19Koninklijke DSM (AMS:DSM) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Nov 23Are Koninklijke DSM N.V. (AMS:DSM) Investors Paying Above The Intrinsic Value?How far off is Koninklijke DSM N.V. ( AMS:DSM ) from its intrinsic value? Using the most recent financial data, we'll...분석 기사 • Oct 01We Think Koninklijke DSM (AMS:DSM) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Price Target Changed • Sep 30Price target increased to €183Up from €170, the current price target is an average from 23 analysts. New target price is 5.8% above last closing price of €173. Stock is up 19% over the past year.분석 기사 • Aug 24Does This Valuation Of Koninklijke DSM N.V. (AMS:DSM) Imply Investors Are Overpaying?Does the August share price for Koninklijke DSM N.V. ( AMS:DSM ) reflect what it's really worth? Today, we will...분석 기사 • Jun 29Koninklijke DSM (AMS:DSM) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • May 24Koninklijke DSM N.V.'s (AMS:DSM) Intrinsic Value Is Potentially 17% Below Its Share PriceDoes the May share price for Koninklijke DSM N.V. ( AMS:DSM ) reflect what it's really worth? Today, we will estimate...Executive Departure • May 12Independent Deputy Chairwoman of Supervisory Board has left the companyOn the 6th of May, Pauline Francoise van der Meer Mohr's tenure as Independent Deputy Chairwoman of Supervisory Board ended after 10.0 years in the role. As of December 2020, Pauline Francoise personally held 1.53k shares (€215k worth at the time). A total of 4 executives have left over the last 12 months.Executive Departure • May 12Independent Chairman of Supervisory Board Robert Routs has left the companyOn the 6th of May, Robert Routs' tenure as Independent Chairman of Supervisory Board ended after 10.0 years in the role. We don't have any record of a personal shareholding under Robert's name. A total of 4 executives have left over the last 12 months.Recent Insider Transactions Derivative • May 09Key Executive exercised options and sold €609k worth of stockOn the 5th of May, Dimitri de Vreeze exercised 6k options at a strike price of around €48.91 and sold these shares for an average price of €150 per share. This trade did not impact their existing holding. For the year to December 2020, Dimitri's total compensation was 34% salary and 66% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2020, Dimitri's direct individual holding has increased from 105.25k shares to 113.78k. Company insiders have collectively sold €1.6m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • May 04Upcoming dividend of €1.60 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 03 June 2021. Trailing yield: 1.6%. Lower than top quartile of Dutch dividend payers (4.1%). Lower than average of industry peers (2.4%).Recent Insider Transactions • Apr 04Key Executive recently sold €750k worth of stockOn the 31st of March, Dimitri de Vreeze sold around 16k shares on-market at roughly €46.49 per share. This was the largest sale by an insider in the last 3 months. Dimitri has been a seller over the last 12 months, reducing personal holdings by €1.0m.분석 기사 • Mar 29Is Koninklijke DSM (AMS:DSM) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Mar 15Should Koninklijke DSM N.V. (AMS:DSM) Be Part Of Your Dividend Portfolio?Is Koninklijke DSM N.V. ( AMS:DSM ) a good dividend stock? How can we tell? Dividend paying companies with growing...분석 기사 • Mar 01Are Koninklijke DSM N.V.'s (AMS:DSM) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?Koninklijke DSM (AMS:DSM) has had a rough month with its share price down 5.2%. However, the company's fundamentals...Major Estimate Revision • Feb 25Analysts update estimatesThe 2021 consensus earning per share (EPS) estimate increased from €4.83 to €5.61. Revenue estimate for the same period was approximately flat at €8.72b. Net income is expected to grow by 103% next year compared to 24% growth forecast for the Chemicals industry in the Netherlands. The consensus price target increased from €147 to €150. Share price is down by 2.8% to €139 over the past week.Analyst Estimate Surprise Post Earnings • Feb 20Revenue and earnings miss expectationsRevenue missed analyst estimates by 4.2%. Earnings per share (EPS) also missed analyst estimates by 21%. Over the next year, revenue is forecast to grow 7.4%, compared to a 3.2% growth forecast for the Chemicals industry in the Netherlands.Reported Earnings • Feb 20Full year 2020 earnings released: EPS €2.64 (vs €4.27 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €8.11b (down 10.0% from FY 2019). Net income: €452.0m (down 40% from FY 2019). Profit margin: 5.6% (down from 8.3% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Major Estimate Revision • Feb 18Analysts update estimatesThe 2021 consensus earning per share (EPS) estimate was lowered from €5.55 to €4.94. Revenue estimate was approximately flat at €8.70b. Net income is expected to grow by 45% next year compared to 28% growth forecast for the Chemicals industry in the Netherlands. The consensus price target increased from €146 to €150. Share price is up 1.4% to €149 over the past week.분석 기사 • Feb 16Koninklijke DSM (AMS:DSM) Has Gifted Shareholders With A Fantastic 276% Total Return On Their InvestmentThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...Is New 90 Day High Low • Feb 04New 90-day high: €149The company is up 1.0% from its price of €147 on 05 November 2020. The Dutch market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €118 per share.분석 기사 • Feb 04Need To Know: Koninklijke DSM N.V. (AMS:DSM) Insiders Have Been Selling SharesIt is not uncommon to see companies perform well in the years after insiders buy shares. Unfortunately, there are also...Is New 90 Day High Low • Oct 12New 90-day high: €147The company is up 15% from its price of €128 on 14 July 2020. The Dutch market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €121 per share.Price Target Changed • Oct 09Price target raised to €145Up from €132, the current price target is an average from 21 analysts. The new target price is close to the current share price of €145. As of last close, the stock is up 32% over the past year.Is New 90 Day High Low • Sep 19New 90-day high: €138The company is up 14% from its price of €122 on 19 June 2020. The Dutch market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €69.23 per share.이익 및 매출 성장 예측ENXTAM:DSM - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202514,6651,0147491,987812/31/202413,9346858471,966912/31/202312,0245443441,311912/31/20228,390454314965N/A9/30/20229,5828374121,056N/A6/30/20229,8021,0825101,147N/A3/31/20229,5031,0816801,287N/A12/31/20217,2698208501,427N/A9/30/20217,9556608841,507N/A6/30/20217,5584939061,489N/A3/31/20217,5724239061,497N/A12/31/20208,1064488681,494N/A9/30/20207,9605108091,434N/A6/30/20208,0345578101,462N/A3/31/20209,0117228261,471N/A12/31/20197,9986757441,385N/A9/30/20198,2728207661,399N/A6/30/20198,5027947471,395N/A3/31/20199,1249346121,282N/A12/31/20189,2671,0696981,391N/A9/30/20189,2359846571,310N/A6/30/20189,1062,0825501,170N/A3/31/20188,9081,9425121,110N/A12/31/20178,6321,761441996N/A9/30/20178,4711,676431993N/A6/30/20178,3337384701,028N/A3/31/20178,1667115541,077N/A12/31/20167,9206455231,018N/A9/30/20167,831588N/A958N/A6/30/20167,778274N/A914N/A3/31/20167,749214N/A811N/A12/31/20157,722174N/A696N/A9/30/20157,60766N/A800N/A6/30/20157,456114N/A820N/A3/31/20157,245115N/A867N/A12/31/20147,051123N/A808N/A9/30/20147,415112N/A866N/A6/30/20147,834138N/A885N/A3/31/20148,362182N/A1,010N/A12/31/20138,858252N/A998N/A9/30/20138,409363N/A705N/A6/30/20138,500335N/A638N/A3/31/20138,486257N/A584N/A12/31/20128,588280N/A730N/A9/30/20129,089453N/A950N/A6/30/20129,107543N/A1,020N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: DSM 의 연간 예상 수익 증가율(20.5%)이 saving rate(0.4%)보다 높습니다.수익 vs 시장: DSM 의 연간 수익(20.5%)이 Dutch 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: DSM 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: DSM 의 수익(연간 11.1%)이 Dutch 시장(연간 11%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: DSM 의 수익(연간 11.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: DSM의 자본 수익률은 3년 후 6.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2023/05/31 04:23종가2023/05/30 00:00수익2022/12/31연간 수익2022/12/31데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스DSM-Firmenich AG는 43명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jennifer BarkerBarclaysAlexander SloaneBarclaysSebastian BrayBerenberg40명의 분석가 더 보기
Major Estimate Revision • May 16Consensus EPS estimates fall by 59%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €11.8b to €12.0b. EPS estimate fell from €5.22 to €2.13 per share. Net income forecast to grow 20% next year vs 0.2% growth forecast for Chemicals industry in the Netherlands. Consensus price target broadly unchanged at €148. Share price was steady at €113 over the past week.
Major Estimate Revision • May 03Consensus revenue estimates increase by 42%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from €8.54b to €12.1b. EPS estimate increased from €3.32 to €4.36 per share. Net income forecast to grow 22% next year vs 5.0% decline forecast for Chemicals industry in the Netherlands. Consensus price target of €149 unchanged from last update. Share price fell 2.5% to €115 over the past week.
Major Estimate Revision • Mar 27Consensus EPS estimates fall by 38%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €5.28 to €3.27 per share. Revenue forecast steady at €8.65b. Net income forecast to grow 25% next year vs 2.1% decline forecast for Chemicals industry in the Netherlands. Consensus price target broadly unchanged at €150. Share price fell 3.3% to €111 over the past week.
Major Estimate Revision • Feb 17Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €3.69 to €3.32 per share. Revenue forecast steady at €8.77b. Net income forecast to shrink 43% next year vs 1.8% decline forecast for Chemicals industry in the Netherlands. Consensus price target broadly unchanged at €151. Share price rose 4.1% to €123 over the past week.
Major Estimate Revision • Oct 03Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €4.83 to €5.81. Revenue forecast steady at €8.30b. Net income forecast to shrink 3.9% next year vs 3.4% growth forecast for Chemicals industry in the Netherlands . Consensus price target broadly unchanged at €173. Share price rose 4.7% to €119 over the past week.
Major Estimate Revision • Aug 09Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from €10.1b to €9.45b. EPS estimate also fell from €6.13 per share to €5.11 per share. Net income forecast to shrink 6.9% next year vs 5.6% growth forecast for Chemicals industry in the Netherlands . Consensus price target broadly unchanged at €179. Share price fell 4.8% to €143 over the past week.
Major Estimate Revision • May 16Consensus EPS estimates fall by 59%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €11.8b to €12.0b. EPS estimate fell from €5.22 to €2.13 per share. Net income forecast to grow 20% next year vs 0.2% growth forecast for Chemicals industry in the Netherlands. Consensus price target broadly unchanged at €148. Share price was steady at €113 over the past week.
분석 기사 • May 04Analyst Forecasts For Koninklijke DSM N.V. (AMS:DSM) Are Surging HigherKoninklijke DSM N.V. ( AMS:DSM ) shareholders will have a reason to smile today, with the analysts making substantial...
Major Estimate Revision • May 03Consensus revenue estimates increase by 42%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from €8.54b to €12.1b. EPS estimate increased from €3.32 to €4.36 per share. Net income forecast to grow 22% next year vs 5.0% decline forecast for Chemicals industry in the Netherlands. Consensus price target of €149 unchanged from last update. Share price fell 2.5% to €115 over the past week.
Recent Insider Transactions • Apr 05Key Executive recently sold €438k worth of stockOn the 31st of March, Dimitri de Vreeze sold around 4k shares on-market at roughly €106 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Dimitri's only on-market trade for the last 12 months.
Major Estimate Revision • Mar 27Consensus EPS estimates fall by 38%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €5.28 to €3.27 per share. Revenue forecast steady at €8.65b. Net income forecast to grow 25% next year vs 2.1% decline forecast for Chemicals industry in the Netherlands. Consensus price target broadly unchanged at €150. Share price fell 3.3% to €111 over the past week.
분석 기사 • Mar 27Koninklijke DSM (AMS:DSM) Is Reinvesting At Lower Rates Of ReturnTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
분석 기사 • Mar 09Is Koninklijke DSM (AMS:DSM) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Feb 20Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €2.63 (down from €6.25 in FY 2021). Revenue: €8.39b (down 8.8% from FY 2021). Net income: €454.0m (down 58% from FY 2021). Profit margin: 5.4% (down from 12% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 143%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공고 • Feb 18DSM Firmenich Announces Intention Pay Final Gross DividendDSM Firmenich announced intention to pay a gross dividend of EUR 423 million, which will be almost EUR 1.6 per share as a sort of final dividend.
Major Estimate Revision • Feb 17Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €3.69 to €3.32 per share. Revenue forecast steady at €8.77b. Net income forecast to shrink 43% next year vs 1.8% decline forecast for Chemicals industry in the Netherlands. Consensus price target broadly unchanged at €151. Share price rose 4.1% to €123 over the past week.
분석 기사 • Dec 06Here's Why We Think Koninklijke DSM (AMS:DSM) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • Nov 18Is Koninklijke DSM (AMS:DSM) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Recent Insider Transactions • Nov 16Key Executive recently bought €587k worth of stockOn the 7th of November, Thomas Leysen bought around 5k shares on-market at roughly €117 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Thomas' only on-market trade for the last 12 months.
공고 • Nov 01Koninklijke DSM N.V. to Report Fiscal Year 2022 Results on Feb 16, 2023Koninklijke DSM N.V. announced that they will report fiscal year 2022 results on Feb 16, 2023
분석 기사 • Oct 31Estimating The Fair Value Of Koninklijke DSM N.V. (AMS:DSM)In this article we are going to estimate the intrinsic value of Koninklijke DSM N.V. ( AMS:DSM ) by taking the expected...
Major Estimate Revision • Oct 03Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €4.83 to €5.81. Revenue forecast steady at €8.30b. Net income forecast to shrink 3.9% next year vs 3.4% growth forecast for Chemicals industry in the Netherlands . Consensus price target broadly unchanged at €173. Share price rose 4.7% to €119 over the past week.
분석 기사 • Sep 19Why Koninklijke DSM N.V. (AMS:DSM) Could Be Worth WatchingLet's talk about the popular Koninklijke DSM N.V. ( AMS:DSM ). The company's shares received a lot of attention from a...
분석 기사 • Aug 23Is Now The Time To Put Koninklijke DSM (AMS:DSM) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Major Estimate Revision • Aug 09Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from €10.1b to €9.45b. EPS estimate also fell from €6.13 per share to €5.11 per share. Net income forecast to shrink 6.9% next year vs 5.6% growth forecast for Chemicals industry in the Netherlands . Consensus price target broadly unchanged at €179. Share price fell 4.8% to €143 over the past week.
분석 기사 • Aug 08Is Koninklijke DSM (AMS:DSM) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Aug 03First half 2022 earnings: EPS and revenues exceed analyst expectationsFirst half 2022 results: EPS: €1.68 (down from €2.41 in 1H 2021). Revenue: €4.12b (down 8.3% from 1H 2021). Net income: €290.0m (down 30% from 1H 2021). Profit margin: 7.0% (down from 9.3% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 4.6%, compared to a 15% growth forecast for the industry in the Netherlands. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 11% per year.
분석 기사 • Jul 23Calculating The Intrinsic Value Of Koninklijke DSM N.V. (AMS:DSM)How far off is Koninklijke DSM N.V. ( AMS:DSM ) from its intrinsic value? Using the most recent financial data, we'll...
Upcoming Dividend • May 05Upcoming dividend of €1.70 per shareEligible shareholders must have bought the stock before 12 May 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Dutch dividend payers (5.7%). Lower than average of industry peers (2.8%).
분석 기사 • Apr 30Koninklijke DSM (AMS:DSM) Is Increasing Its Dividend To €1.70Koninklijke DSM N.V.'s ( AMS:DSM ) dividend will be increasing to €1.70 on 1st of June. Although the dividend is now...
분석 기사 • Apr 16Koninklijke DSM (AMS:DSM) Is Increasing Its Dividend To €1.70Koninklijke DSM N.V.'s ( AMS:DSM ) dividend will be increasing to €1.70 on 1st of June. Although the dividend is now...
분석 기사 • Apr 02Koninklijke DSM's (AMS:DSM) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Koninklijke DSM N.V. ( AMS:DSM ) has announced that it will be increasing its dividend on the 1st of June...
분석 기사 • Mar 19Koninklijke DSM's (AMS:DSM) Dividend Will Be Increased To €1.70The board of Koninklijke DSM N.V. ( AMS:DSM ) has announced that it will be increasing its dividend on the 1st of June...
분석 기사 • Feb 19Koninklijke DSM (AMS:DSM) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Nov 23Are Koninklijke DSM N.V. (AMS:DSM) Investors Paying Above The Intrinsic Value?How far off is Koninklijke DSM N.V. ( AMS:DSM ) from its intrinsic value? Using the most recent financial data, we'll...
분석 기사 • Oct 01We Think Koninklijke DSM (AMS:DSM) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Price Target Changed • Sep 30Price target increased to €183Up from €170, the current price target is an average from 23 analysts. New target price is 5.8% above last closing price of €173. Stock is up 19% over the past year.
분석 기사 • Aug 24Does This Valuation Of Koninklijke DSM N.V. (AMS:DSM) Imply Investors Are Overpaying?Does the August share price for Koninklijke DSM N.V. ( AMS:DSM ) reflect what it's really worth? Today, we will...
분석 기사 • Jun 29Koninklijke DSM (AMS:DSM) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • May 24Koninklijke DSM N.V.'s (AMS:DSM) Intrinsic Value Is Potentially 17% Below Its Share PriceDoes the May share price for Koninklijke DSM N.V. ( AMS:DSM ) reflect what it's really worth? Today, we will estimate...
Executive Departure • May 12Independent Deputy Chairwoman of Supervisory Board has left the companyOn the 6th of May, Pauline Francoise van der Meer Mohr's tenure as Independent Deputy Chairwoman of Supervisory Board ended after 10.0 years in the role. As of December 2020, Pauline Francoise personally held 1.53k shares (€215k worth at the time). A total of 4 executives have left over the last 12 months.
Executive Departure • May 12Independent Chairman of Supervisory Board Robert Routs has left the companyOn the 6th of May, Robert Routs' tenure as Independent Chairman of Supervisory Board ended after 10.0 years in the role. We don't have any record of a personal shareholding under Robert's name. A total of 4 executives have left over the last 12 months.
Recent Insider Transactions Derivative • May 09Key Executive exercised options and sold €609k worth of stockOn the 5th of May, Dimitri de Vreeze exercised 6k options at a strike price of around €48.91 and sold these shares for an average price of €150 per share. This trade did not impact their existing holding. For the year to December 2020, Dimitri's total compensation was 34% salary and 66% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2020, Dimitri's direct individual holding has increased from 105.25k shares to 113.78k. Company insiders have collectively sold €1.6m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • May 04Upcoming dividend of €1.60 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 03 June 2021. Trailing yield: 1.6%. Lower than top quartile of Dutch dividend payers (4.1%). Lower than average of industry peers (2.4%).
Recent Insider Transactions • Apr 04Key Executive recently sold €750k worth of stockOn the 31st of March, Dimitri de Vreeze sold around 16k shares on-market at roughly €46.49 per share. This was the largest sale by an insider in the last 3 months. Dimitri has been a seller over the last 12 months, reducing personal holdings by €1.0m.
분석 기사 • Mar 29Is Koninklijke DSM (AMS:DSM) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Mar 15Should Koninklijke DSM N.V. (AMS:DSM) Be Part Of Your Dividend Portfolio?Is Koninklijke DSM N.V. ( AMS:DSM ) a good dividend stock? How can we tell? Dividend paying companies with growing...
분석 기사 • Mar 01Are Koninklijke DSM N.V.'s (AMS:DSM) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?Koninklijke DSM (AMS:DSM) has had a rough month with its share price down 5.2%. However, the company's fundamentals...
Major Estimate Revision • Feb 25Analysts update estimatesThe 2021 consensus earning per share (EPS) estimate increased from €4.83 to €5.61. Revenue estimate for the same period was approximately flat at €8.72b. Net income is expected to grow by 103% next year compared to 24% growth forecast for the Chemicals industry in the Netherlands. The consensus price target increased from €147 to €150. Share price is down by 2.8% to €139 over the past week.
Analyst Estimate Surprise Post Earnings • Feb 20Revenue and earnings miss expectationsRevenue missed analyst estimates by 4.2%. Earnings per share (EPS) also missed analyst estimates by 21%. Over the next year, revenue is forecast to grow 7.4%, compared to a 3.2% growth forecast for the Chemicals industry in the Netherlands.
Reported Earnings • Feb 20Full year 2020 earnings released: EPS €2.64 (vs €4.27 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €8.11b (down 10.0% from FY 2019). Net income: €452.0m (down 40% from FY 2019). Profit margin: 5.6% (down from 8.3% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Major Estimate Revision • Feb 18Analysts update estimatesThe 2021 consensus earning per share (EPS) estimate was lowered from €5.55 to €4.94. Revenue estimate was approximately flat at €8.70b. Net income is expected to grow by 45% next year compared to 28% growth forecast for the Chemicals industry in the Netherlands. The consensus price target increased from €146 to €150. Share price is up 1.4% to €149 over the past week.
분석 기사 • Feb 16Koninklijke DSM (AMS:DSM) Has Gifted Shareholders With A Fantastic 276% Total Return On Their InvestmentThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...
Is New 90 Day High Low • Feb 04New 90-day high: €149The company is up 1.0% from its price of €147 on 05 November 2020. The Dutch market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €118 per share.
분석 기사 • Feb 04Need To Know: Koninklijke DSM N.V. (AMS:DSM) Insiders Have Been Selling SharesIt is not uncommon to see companies perform well in the years after insiders buy shares. Unfortunately, there are also...
Is New 90 Day High Low • Oct 12New 90-day high: €147The company is up 15% from its price of €128 on 14 July 2020. The Dutch market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €121 per share.
Price Target Changed • Oct 09Price target raised to €145Up from €132, the current price target is an average from 21 analysts. The new target price is close to the current share price of €145. As of last close, the stock is up 32% over the past year.
Is New 90 Day High Low • Sep 19New 90-day high: €138The company is up 14% from its price of €122 on 19 June 2020. The Dutch market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €69.23 per share.