Beijer Ref (BEIJ B) 주식 개요
자회사와 함께 전 세계에 상업용 및 산업용 냉장, 난방, 공조 제품을 공급하는 Beijer Ref AB(publ)가 있습니다. 자세히 보기
BEIJ B Community Fair Values
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SEK 128.82
FV
1.1% 고평가 내재 할인율6.50%
Revenue growth p.a.
53
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Beijer Ref AB (publ) 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | SEK 130.30 |
| 52주 최고가 | SEK 174.35 |
| 52주 최저가 | SEK 121.95 |
| 베타 | 1.01 |
| 1개월 변동 | -10.26% |
| 3개월 변동 | -4.01% |
| 1년 변동 | -6.93% |
| 3년 변동 | -17.79% |
| 5년 변동 | -7.92% |
| IPO 이후 변동 | 16,358.98% |
최근 뉴스 및 업데이트
새로운 내러티브 • Apr 28
Green OEM Order Dependence And M&A Execution Will Weigh On Future Performance
Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components, and operates a growing green OEM business focused on more sustainable cooling and heating solutions. What are the underlying business or industry changes driving this perspective?분석 기사 • Apr 26
Beijer Ref AB (publ) (STO:BEIJ B) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
It's been a sad week for Beijer Ref AB (publ) ( STO:BEIJ B ), who've watched their investment drop 10% to kr134 in the...
내러티브 업데이트 • Apr 23
BEIJ B: Higher 2025 Dividend And Stable Margins Will Support Upside Potential
Analysts now see Beijer Ref's fair value at about SEK 164, down from around SEK 173, reflecting slightly more cautious assumptions on growth, margins and future P/E following recent bearish initiation commentary. Analyst Commentary Recent research with a bearish tilt has pushed fair value estimates for Beijer Ref lower, with a particular focus on the assumptions behind growth, margins and the future P/E multiple.Recent updates
새로운 내러티브 • Apr 28
Green OEM Order Dependence And M&A Execution Will Weigh On Future Performance
Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components, and operates a growing green OEM business focused on more sustainable cooling and heating solutions. What are the underlying business or industry changes driving this perspective?분석 기사 • Apr 26
Beijer Ref AB (publ) (STO:BEIJ B) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
It's been a sad week for Beijer Ref AB (publ) ( STO:BEIJ B ), who've watched their investment drop 10% to kr134 in the...내러티브 업데이트 • Apr 23
BEIJ B: Higher 2025 Dividend And Stable Margins Will Support Upside Potential
Analysts now see Beijer Ref's fair value at about SEK 164, down from around SEK 173, reflecting slightly more cautious assumptions on growth, margins and future P/E following recent bearish initiation commentary. Analyst Commentary Recent research with a bearish tilt has pushed fair value estimates for Beijer Ref lower, with a particular focus on the assumptions behind growth, margins and the future P/E multiple.
새로운 내러티브 • Apr 14
Natural Refrigerant Demand And OEM Expansion Will Transform Long Term Earnings Power
Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components and also sells OEM refrigeration systems with a growing focus on low climate impact solutions. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Apr 09
BEIJ B: Proposed 2025 Dividend And Stronger Margins Will Support Upside Potential
Analysts now hold Beijer Ref's fair value estimate steady at SEK173.17 per share, with a slightly lower future P/E assumption of about 30.47x that balances modestly higher projected revenue growth and profit margins. What's in the News The board proposes a dividend of SEK 1.50 per share for 2025, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).분석 기사 • Apr 09
Here's Why We Think Beijer Ref (STO:BEIJ B) Might Deserve Your Attention Today
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...내러티브 업데이트 • Mar 26
BEIJ B: Proposed 2025 Dividend Increase And Split Payouts Will Support Outlook
Analysts have nudged their fair value estimate for Beijer Ref slightly higher to about SEK 173.17 from roughly SEK 172.83, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.내러티브 업데이트 • Mar 05
BEIJ B: Higher 2025 Dividend And Split Payouts Will Support Outlook
Analysts have kept their SEK 172.83 price target for Beijer Ref unchanged, citing only minor tweaks to inputs such as a slightly lower discount rate and a marginally adjusted future P/E assumption, rather than any shift in their core view of the company. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).내러티브 업데이트 • Feb 18
BEIJ B: Higher Dividend And Seasonally Timed Payouts Will Support Attractive Outlook
Analysts have nudged their fair value estimate for Beijer Ref slightly lower, from SEK 177.00 to about SEK 172.83, as updated assumptions now indicate more moderate revenue growth, slimmer profit margins, and a somewhat higher future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.분석 기사 • Feb 15
Beijer Ref (STO:BEIJ B) Has Announced That It Will Be Increasing Its Dividend To SEK0.75
Beijer Ref AB (publ)'s ( STO:BEIJ B ) dividend will be increasing from last year's payment of the same period to...분석 기사 • Feb 04
Analyst Estimates: Here's What Brokers Think Of Beijer Ref AB (publ) (STO:BEIJ B) After Its Yearly Report
Beijer Ref AB (publ) ( STO:BEIJ B ) shareholders are probably feeling a little disappointed, since its shares fell 4.4...
새로운 내러티브 • Feb 03
The Green Consolidator
1. The Green Consolidator Beijer Ref’s story is built on three distinct pillars that justify its historical premium valuation: The Regulatory Tailwind (F-Gas Regulation): As Europe and North America tighten regulations on synthetic refrigerants, the entire industry must switch to natural or low-GWP (Global Warming Potential) alternatives.내러티브 업데이트 • Feb 03
BEIJ B: Higher Dividend Policy Will Support A More Attractive Share Outlook
Analysts have trimmed their fair value estimate for Beijer Ref from SEK 181 to SEK 177, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and a slightly lower future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).분석 기사 • Jan 28
Estimating The Fair Value Of Beijer Ref AB (publ) (STO:BEIJ B)
Key Insights Beijer Ref's estimated fair value is kr114 based on 2 Stage Free Cash Flow to Equity Beijer Ref's kr136...분석 기사 • Jan 14
Is Beijer Ref AB (publ) (STO:BEIJ B) Potentially Undervalued?
While Beijer Ref AB (publ) ( STO:BEIJ B ) might not have the largest market cap around , it received a lot of attention...분석 기사 • Dec 21
Beijer Ref (STO:BEIJ B) Has Some Way To Go To Become A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...분석 기사 • Nov 14
Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares
When close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") below 22x, you may consider...분석 기사 • Oct 29
Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...분석 기사 • Oct 13
Beijer Ref (STO:BEIJ B) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • Sep 29
Does This Valuation Of Beijer Ref AB (publ) (STO:BEIJ B) Imply Investors Are Overpaying?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Beijer Ref fair value estimate is kr115 Current share price of...내러티브 업데이트 • Sep 17
Sustainable Refrigerants Will Expand Global HVACR Markets
Beijer Ref’s consensus revenue growth forecast has edged down slightly, while net profit margin remained stable, resulting in a marginal increase in the analyst price target from SEK180.17 to SEK181.00. Valuation Changes Summary of Valuation Changes for Beijer Ref The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from SEK180.17 to SEK181.00.분석 기사 • Sep 17
Beijer Ref's (STO:BEIJ B) Dividend Will Be SEK0.70
Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...분석 기사 • Sep 03
Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70
Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...분석 기사 • Aug 28
At kr162, Is Beijer Ref AB (publ) (STO:BEIJ B) Worth Looking At Closely?
Beijer Ref AB (publ) ( STO:BEIJ B ), might not be a large cap stock, but it saw a decent share price growth of 16% on...분석 기사 • Aug 01
Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70
Beijer Ref AB (publ) ( STO:BEIJ B ) will pay a dividend of SEK0.70 on the 30th of October. Despite this raise, the...분석 기사 • Jul 23
Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...분석 기사 • Jul 15
Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares
With a price-to-earnings (or "P/E") ratio of 34x Beijer Ref AB (publ) ( STO:BEIJ B ) may be sending bearish signals at...분석 기사 • Jun 20
Is Beijer Ref (STO:BEIJ B) 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 • May 26
Is It Time To Consider Buying Beijer Ref AB (publ) (STO:BEIJ B)?
Beijer Ref AB (publ) ( STO:BEIJ B ), is not the largest company out there, but it saw significant share price movement...
새로운 내러티브 • Nov 28
Tactical Acquisitions And Green Innovation Propel Growth Amid Market Challenges
Strategic acquisitions and regulatory changes in key markets foster revenue and margin growth, enhancing Beijer Ref's competitive positioning and profitability.주주 수익률
| BEIJ B | SE Trade Distributors | SE 시장 | |
|---|---|---|---|
| 7D | 4.2% | 4.0% | 3.2% |
| 1Y | -6.9% | 2.2% | 14.4% |
수익률 대 산업: BEIJ B은 지난 1년 동안 2.2%의 수익을 기록한 Swedish Trade Distributors 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: BEIJ B은 지난 1년 동안 14.4%를 기록한 Swedish 시장보다 저조한 성과를 냈습니다.
주가 변동성
| BEIJ B volatility | |
|---|---|
| BEIJ B Average Weekly Movement | 4.2% |
| Trade Distributors Industry Average Movement | 4.8% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in SE Market | 13.3% |
| 10% least volatile stocks in SE Market | 3.7% |
안정적인 주가: BEIJ B는 지난 3개월 동안 Swedish 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: BEIJ B의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1866 | 7,082 | Christopher Norbye | www.beijerref.com |
Beijer Ref AB(publ)는 자회사와 함께 전 세계에 상업용 및 산업용 냉장, 난방, 공조 제품을 공급합니다. 이 회사는 주로 냉동 부품, 공조 장치 및 히트 펌프를 제공합니다. 또한 상점, 케이터링, 카페, 호텔, 소규모 냉장 창고에 사용되는 상업용 냉장 시스템과 현대식 식품 소매업은 물론 아이스 링크, 식품 가공, 제조, 해양 산업 등 다양한 분야에 사용되는 중앙 냉장 시스템, 냉동고 및 냉동 플랜트도 제공합니다.
Beijer Ref AB (publ) 기초 지표 요약
| BEIJ B 기초 통계 | |
|---|---|
| 시가총액 | SEK 66.05b |
| 순이익 (TTM) | SEK 2.33b |
| 매출 (TTM) | SEK 36.72b |
28.4x
주가수익비율(P/E)1.8x
주가매출비율(P/S)BEIJ B는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| BEIJ B 손익계산서 (TTM) | |
|---|---|
| 매출 | SEK 36.72b |
| 매출원가 | SEK 24.90b |
| 총이익 | SEK 11.82b |
| 기타 비용 | SEK 9.49b |
| 순이익 | SEK 2.33b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Jul 17, 2026
| 주당순이익(EPS) | 4.59 |
| 총이익률 | 32.19% |
| 순이익률 | 6.33% |
| 부채/자본 비율 | 47.0% |
BEIJ B의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Beijer Ref 배당 일정 | |
|---|---|
| 배당락일 | Oct 26 2026 |
| 배당 지급일 | Oct 30 2026 |
| 배당락일까지 남은 일수 | 155 days |
| 배당 지급일까지 남은 일수 | 159 days |
BEIJ B는 안정적으로 배당을 지급합니까?
BEIJ B 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 16:44 |
| 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 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Beijer Ref AB (publ)는 21명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | ABG Sundal Collier |
| Rajesh Patki | Barclays |
| Simon Jonsson | Berenberg |