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Billerud AB (publ)OM:BILL 주식 보고서

시가총액 SEK 16.1b
주가
SEK 64.65
SEK 79.17
18.3% 저평가 내재 할인율
1Y-40.2%
7D2.1%
1D
포트폴리오 가치
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Billerud AB (publ)

OM:BILL 주식 리포트

시가총액: SEK 16.1b

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Billerud AB (publ) 경쟁사

가격 이력 및 성과

Billerud 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가SEK 64.65
52주 최고가SEK 108.80
52주 최저가SEK 60.05
베타0.43
1개월 변동-9.96%
3개월 변동-21.01%
1년 변동-40.19%
3년 변동-25.78%
5년 변동-60.59%
IPO 이후 변동11.47%

최근 뉴스 및 업데이트

내러티브 업데이트 May 21

BILL: Reset Expectations And Upgraded Stance Will Support Future Re Rating

Analysts have trimmed their SEK-based fair value estimate for Billerud from about SEK 102.80 to roughly SEK 79.17, reflecting a lower price target that balances Citi's SEK 10 cut with more positive views from other research houses. Analyst Commentary Bullish Takeaways Bullish analysts see room for upside relative to the revised SEK 79.17 fair value, pointing to an upgraded stance on the stock that supports a more constructive view on execution and earnings potential.
분석 기사 May 07

There May Be Some Bright Spots In Billerud's (STO:BILL) Earnings

Investors were disappointed with the weak earnings posted by Billerud AB (publ) ( STO:BILL ). While the headline...
내러티브 업데이트 May 05

BILL: Higher Growth Assumptions And Recent Upgrade Will Support Future Upside

Analysts have adjusted their view on Billerud, with the average price target moving from SEK 99 to SEK 92. This reflects mixed inputs from recent research, where some firms have turned more positive on the stock, while others have trimmed expectations in light of updated assumptions on discount rates, revenue growth, profit margins and future P/E levels.

Recent updates

내러티브 업데이트 May 21

BILL: Reset Expectations And Upgraded Stance Will Support Future Re Rating

Analysts have trimmed their SEK-based fair value estimate for Billerud from about SEK 102.80 to roughly SEK 79.17, reflecting a lower price target that balances Citi's SEK 10 cut with more positive views from other research houses. Analyst Commentary Bullish Takeaways Bullish analysts see room for upside relative to the revised SEK 79.17 fair value, pointing to an upgraded stance on the stock that supports a more constructive view on execution and earnings potential.
분석 기사 May 07

There May Be Some Bright Spots In Billerud's (STO:BILL) Earnings

Investors were disappointed with the weak earnings posted by Billerud AB (publ) ( STO:BILL ). While the headline...
내러티브 업데이트 May 05

BILL: Higher Growth Assumptions And Recent Upgrade Will Support Future Upside

Analysts have adjusted their view on Billerud, with the average price target moving from SEK 99 to SEK 92. This reflects mixed inputs from recent research, where some firms have turned more positive on the stock, while others have trimmed expectations in light of updated assumptions on discount rates, revenue growth, profit margins and future P/E levels.
분석 기사 May 01

Analysts Have Been Trimming Their Billerud AB (publ) (STO:BILL) Price Target After Its Latest Report

It's been a mediocre week for Billerud AB (publ) ( STO:BILL ) shareholders, with the stock dropping 16% to kr63.00 in...
내러티브 업데이트 Apr 20

BILL: Improved Margin Visibility And Constructive Rating Shift Will Support Future Upside

Analysts now see fair value for Billerud at SEK 99.00, down from SEK 107.00, reflecting updated views on the discount rate, growth, margins, and future P/E following recent mixed price target moves and a more constructive stance from parts of the Street. Analyst Commentary Recent research shows that the shift to a SEK 99.00 fair value comes after a mix of target changes and a more constructive tone from bullish analysts, even as some price targets have been adjusted.
내러티브 업데이트 Apr 05

BILL: Neutral Stance Will Rely On Dividend Reset And Margin Execution

Analysts have adjusted their price targets on Billerud, with recent SEK changes including a SEK 17 cut and a SEK 5 increase, alongside an updated SEK fair value assumption and slightly higher P/E expectations, reflecting revised views on discount rates, revenue trends, and margins. Analyst Commentary Recent research has shown a mix of views on Billerud, with some analysts turning more supportive while others remain cautious.
내러티브 업데이트 Mar 22

BILL: Refined Margin Assumptions And Higher P/E Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Billerud from SEK 119.0 to SEK 107.0, reflecting updated assumptions around revenue growth, profit margins and a higher discount rate, alongside recent Street price target adjustments from Citi. Analyst Commentary Bullish analysts have recently adjusted their price targets for Billerud in both directions, which gives you a useful read on how sentiment is evolving as new information feeds into models for revenue, margins and risk.
내러티브 업데이트 Mar 07

BILL: Neutral Outlook Will Depend On Execution Risks And Dividend Reset

The Street’s view on Billerud has been fine tuned recently, with Citi first raising and then lowering its target, resulting in a net SEK 12 cut as analysts align their pricing with updated expectations for discount rates, profit margins and future P/E assumptions. Analyst Commentary Recent research updates on Billerud point to a cautious tone, with price targets adjusted in both directions over a short period.
내러티브 업데이트 Feb 21

BILL: Neutral View Will Rely On Managing Execution Risks And Dividend Reset

Analysts have adjusted their view on Billerud with the latest Street research pointing to a SEK 17 reduction in the price target, partly offsetting an earlier SEK 5 increase. This change reflects updated assumptions on discount rates, revenue trends, margins and future P/E expectations.
내러티브 업데이트 Feb 06

BILL: Neutral View Will Depend On Managing Execution And Dividend Trade Offs

Analysts have reduced their fair value estimate for Billerud to SEK 80.00 from SEK 96.00. They link this adjustment to recent price target changes at firms such as Citi, as well as more cautious assumptions on revenue growth, profit margins, and the discount rate, even though they are using a slightly higher future P/E multiple.
분석 기사 Jan 30

Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
내러티브 업데이트 Jan 23

BILL: Neutral Stance Will Rely On Executing Against Higher Profitability Assumptions

Analysts have lifted their fair value estimate for Billerud to SEK 96 from SEK 84, reflecting updated views on discount rates, revenue growth, profit margins and future P/E in light of recent price target increases reported in Street research. Analyst Commentary Recent Street research shows price targets on Billerud moving higher in absolute terms, with one large global bank lifting its target by SEK 5 in the latest update and another prior move taking a target to SEK 92 from SEK 80.
분석 기사 Jan 12

Are Investors Undervaluing Billerud AB (publ) (STO:BILL) By 28%?

Key Insights The projected fair value for Billerud is kr133 based on 2 Stage Free Cash Flow to Equity Billerud's...
내러티브 업데이트 Jan 09

BILL: Margin Resilience And Lower Discount Rate Will Support Stronger Future Cash Flows

Analysts have lifted their price target on Billerud to SEK 92 from SEK 80, citing updated assumptions around revenue, profit margins and valuation metrics that support a slightly higher overall valuation. Analyst Commentary Recent research points to a more constructive stance on Billerud, with the price target lifted to SEK 92 from SEK 80.
내러티브 업데이트 Dec 26

BILL: Margin Recovery And Cost Discipline Will Drive Stronger Future Cash Flows

Analysts have nudged their price target on Billerud higher to SEK 92 from SEK 80, reflecting modestly improved expectations for the company despite only slight adjustments to growth, profitability and valuation assumptions. Analyst Commentary Bullish analysts highlight that the higher SEK 92 price target signals growing confidence in Billerud's ability to execute on its strategic initiatives and stabilize earnings, even as fundamental assumptions have only been moderately revised.
내러티브 업데이트 Dec 12

BILL: Margin Gains And Cost Discipline Will Drive Stronger Cash Flows

Analysts have modestly raised their price target on Billerud to SEK 92 from SEK 80. This reflects improved profit margin expectations, even as revenue growth assumptions have been tempered and a slightly higher discount rate is applied.
분석 기사 Nov 19

We Think Billerud (STO:BILL) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
내러티브 업데이트 Nov 02

BILL: Resilient Margins And Cost Discipline Will Drive Shareholder Returns

Billerud Price Target Slightly Reduced Amid Mixed Analyst Outlook Analysts have adjusted Billerud's price target downward from SEK 84 to SEK 80, citing their updated views on the company's future revenue growth and margin expectations. Analyst Commentary Following the revised price target for Billerud, analysts provided a range of perspectives regarding the company's valuation and outlook.
분석 기사 Oct 31

Billerud's (STO:BILL) Earnings Are Weaker Than They Seem

Unsurprisingly, Billerud AB (publ)'s ( STO:BILL ) stock price was strong on the back of its healthy earnings report...
분석 기사 Oct 28

Billerud AB (publ) (STO:BILL) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Investors in Billerud AB (publ) ( STO:BILL ) had a good week, as its shares rose 7.0% to close at kr89.85 following the...
내러티브 업데이트 Oct 18

Accelerating Sustainable Packaging Demand Will Unlock North American Markets

Narrative Update on Billerud Analysts have reduced their price target for Billerud from SEK 84 to SEK 80. This adjustment reflects more subdued revenue growth assumptions and a modest decrease in fair value estimates.
내러티브 업데이트 Oct 04

Accelerating Sustainable Packaging Demand Will Unlock North American Markets

Analysts have slightly lowered their fair value price target for Billerud from $103 to approximately $102.60. This change is based on updated assessments to revenue growth and discount rates.
분석 기사 Oct 03

Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
분석 기사 Aug 26

Lacklustre Performance Is Driving Billerud AB (publ)'s (STO:BILL) Low P/E

Billerud AB (publ)'s ( STO:BILL ) price-to-earnings (or "P/E") ratio of 12.6x might make it look like a buy right now...
분석 기사 Jul 22

Billerud AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's shaping up to be a tough period for Billerud AB (publ) ( STO:BILL ), which a week ago released some disappointing...
분석 기사 May 20

Billerud (STO:BILL) Is Increasing Its Dividend To SEK3.50

The board of Billerud AB (publ) ( STO:BILL ) has announced that it will be paying its dividend of SEK3.50 on the 27th...
분석 기사 Apr 30

Billerud (STO:BILL) Might Have The Makings Of A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
분석 기사 Apr 15

Billerud's (STO:BILL) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Billerud AB (publ) ( STO:BILL ) has announced that it will be paying its dividend of SEK3.50 on the 27th...
분석 기사 Apr 03

Impressive Earnings May Not Tell The Whole Story For Billerud (STO:BILL)

Despite announcing strong earnings, Billerud AB (publ)'s ( STO:BILL ) stock was sluggish. Our analysis uncovered some...
분석 기사 Mar 10

Does Billerud (STO:BILL) 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...
분석 기사 Feb 23

Billerud AB (publ)'s (STO:BILL) Business And Shares Still Trailing The Market

Billerud AB (publ)'s ( STO:BILL ) price-to-earnings (or "P/E") ratio of 17.2x might make it look like a buy right now...
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새로운 내러티브 Feb 09

Price Adjustments And Efficiency Measures Expected To Improve 2025 Outlook

Strategic pricing increases and product shifts are poised to boost Billerud's revenue growth and expand margins, despite challenges in certain segments.
분석 기사 Feb 07

Results: Billerud AB (publ) Beat Earnings Expectations And Analysts Now Have New Forecasts

Billerud AB (publ) ( STO:BILL ) just released its yearly report and things are looking bullish. Billerud beat earnings...
분석 기사 Dec 17

Here's What To Make Of Billerud's (STO:BILL) Decelerating Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
분석 기사 Nov 28

Is There An Opportunity With Billerud AB (publ)'s (STO:BILL) 23% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Billerud fair value estimate is kr126 Billerud is estimated to...
분석 기사 Aug 31

Billerud (STO:BILL) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 May 21

Returns On Capital At Billerud (STO:BILL) Paint A Concerning Picture

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
분석 기사 Apr 27

Analysts Have Made A Financial Statement On Billerud AB (publ)'s (STO:BILL) First-Quarter Report

Billerud AB (publ) ( STO:BILL ) defied analyst predictions to release its first-quarter results, which were ahead of...

주주 수익률

BILLSE PackagingSE 시장
7D2.1%0.5%2.7%
1Y-40.2%-23.0%12.8%

수익률 대 산업: BILL은 지난 1년 동안 -23%의 수익을 기록한 Swedish Packaging 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: BILL은 지난 1년 동안 12.8%를 기록한 Swedish 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is BILL's price volatile compared to industry and market?
BILL volatility
BILL Average Weekly Movement5.5%
Packaging Industry Average Movement5.3%
Market Average Movement6.3%
10% most volatile stocks in SE Market13.5%
10% least volatile stocks in SE Market3.7%

안정적인 주가: BILL는 지난 3개월 동안 Swedish 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: BILL의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
18835,464Ivar Vatnewww.billerud.com

빌레루드 AB(publ)는 전 세계에 종이 및 포장재를 공급합니다. 이 회사는 유럽 지역, 북미 지역 및 기타 부문을 통해 운영됩니다. 이 회사는 액체 포장 보드, 컨테이너 보드, 판지 및 자루 종이, 크래프트 종이 봉투, 특수 및 성형 가능한 종이, 코팅 시트, 웹 종이, WC 캘리퍼 웹, 코팅 디지털 및 잉크젯 종이로 구성된 그래픽 및 라벨 종이, 식음료, 산업, 의료 및 위생, 소비자 및 고급 제품용 포장재 생산에 사용되는 경목 및 연목 펄프 등을 제공합니다.

Billerud AB (publ) 기초 지표 요약

Billerud의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
BILL 기초 통계
시가총액SEK 16.08b
순이익 (TTM)SEK 77.00m
매출 (TTM)SEK 39.31b
208.8x
주가수익비율(P/E)
0.4x
주가매출비율(P/S)

BILL는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
BILL 손익계산서 (TTM)
매출SEK 39.31b
매출원가SEK 21.07b
총이익SEK 18.24b
기타 비용SEK 18.16b
순이익SEK 77.00m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

Jul 17, 2026

주당순이익(EPS)0.31
총이익률46.39%
순이익률0.20%
부채/자본 비율27.5%

BILL의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

3.1%
현재 배당 수익률
646%
배당 성향

BILL는 안정적으로 배당을 지급합니까?

BILL 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 BILL를 매수해야 하나요?
Billerud 배당 일정
배당락일May 27 2026
배당 지급일Jun 02 2026
배당락일까지 남은 일수2 days
배당 지급일까지 남은 일수8 days

BILL는 안정적으로 배당을 지급합니까?

BILL 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 04:37
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 가이드YouTube 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

Billerud AB (publ)는 13명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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