Dow (DOW) 주식 개요
는 자회사를 통해 미국, 캐나다, 유럽, 중동, 아프리카, 인도, 아시아 태평양 및 라틴 아메리카에서 포장, 인프라, 모빌리티 및 소비자 애플리케이션을 위한 다양한 재료 과학 솔루션을 제공하고 있습니다. 자세히 보기
DOW Community Fair Values
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Analyst Price Targets
Dow Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$37.74 |
| 52주 최고가 | US$42.74 |
| 52주 최저가 | US$20.40 |
| 베타 | 0.45 |
| 1개월 변동 | 6.01% |
| 3개월 변동 | 19.51% |
| 1년 변동 | 26.69% |
| 3년 변동 | -27.37% |
| 5년 변동 | -45.34% |
| IPO 이후 변동 | -32.91% |
최근 뉴스 및 업데이트
Seeking Alpha • May 12
Dow: Iran Benefits Justify The Rally But Are Priced In
Summary Dow is retained as a 'Hold' as Middle East supply disruptions have rapidly shifted the chemical sector outlook from bearish to bullish but are reflected in valuation. Q2 is expected to see revenue reach $12 billion and EBITDA more than double to $2 billion, with further upside if disruptions persist. Cost cuts, improved operating efficiency, and a strong U.S. footprint position DOW to benefit from elevated pricing and supply chain shifts. With a 3.7% dividend yield, a secure payout, and at least a $2 billion run rate of free cash flow, DOW's rally is justified despite cyclicality concerns. Read the full article on Seeking Alpha
내러티브 업데이트 • May 02
DOW: Tighter Polyethylene Supply And Leadership Transition Will Shape Balanced Outlook
Dow's Analyst Price Target has increased from $29.94 to $42.94 as analysts factor in tighter polyethylene supply, potential margin support, a slightly lower discount rate, adjusted revenue growth and profit margin assumptions, and a modestly reduced future P/E multiple. Analyst Commentary Recent research points to a cluster of price target changes and rating shifts around Dow, with many tied to tighter polyethylene supply, higher energy prices and conflict driven disruptions in the Middle East and Strait of Hormuz.
내러티브 업데이트 • Apr 18
DOW: Tighter Polyethylene Supply Should Support Higher Future Earnings Multiple
Analysts have raised their average price target for Dow by incorporating higher assumed revenue growth, slightly wider profit margins, and updated P/E expectations, supported by a series of recent upgrades and target hikes tied to tighter global polyethylene supply and higher energy-driven cost curves. Analyst Commentary Recent Street research has tilted more constructive on Dow, with a cluster of upgrades and higher price targets anchored to tighter global polyethylene supply, higher energy price assumptions, and updated views on mid cycle earnings power.Recent updates
Seeking Alpha • May 12
Dow: Iran Benefits Justify The Rally But Are Priced In
Summary Dow is retained as a 'Hold' as Middle East supply disruptions have rapidly shifted the chemical sector outlook from bearish to bullish but are reflected in valuation. Q2 is expected to see revenue reach $12 billion and EBITDA more than double to $2 billion, with further upside if disruptions persist. Cost cuts, improved operating efficiency, and a strong U.S. footprint position DOW to benefit from elevated pricing and supply chain shifts. With a 3.7% dividend yield, a secure payout, and at least a $2 billion run rate of free cash flow, DOW's rally is justified despite cyclicality concerns. Read the full article on Seeking Alpha내러티브 업데이트 • May 02
DOW: Tighter Polyethylene Supply And Leadership Transition Will Shape Balanced Outlook
Dow's Analyst Price Target has increased from $29.94 to $42.94 as analysts factor in tighter polyethylene supply, potential margin support, a slightly lower discount rate, adjusted revenue growth and profit margin assumptions, and a modestly reduced future P/E multiple. Analyst Commentary Recent research points to a cluster of price target changes and rating shifts around Dow, with many tied to tighter polyethylene supply, higher energy prices and conflict driven disruptions in the Middle East and Strait of Hormuz.내러티브 업데이트 • Apr 18
DOW: Tighter Polyethylene Supply Should Support Higher Future Earnings Multiple
Analysts have raised their average price target for Dow by incorporating higher assumed revenue growth, slightly wider profit margins, and updated P/E expectations, supported by a series of recent upgrades and target hikes tied to tighter global polyethylene supply and higher energy-driven cost curves. Analyst Commentary Recent Street research has tilted more constructive on Dow, with a cluster of upgrades and higher price targets anchored to tighter global polyethylene supply, higher energy price assumptions, and updated views on mid cycle earnings power.내러티브 업데이트 • Apr 04
DOW: Tighter Polyethylene Supply And Share Buybacks Will Support Higher Future Multiple
Analysts have lifted the fair value estimate for Dow to $48.00 from $38.39 as higher price targets cluster around expectations for tighter polyethylene supply, stronger near term margins, and a higher future P/E profile. Analyst Commentary Recent research on Dow reflects a clear turn toward more constructive views, with multiple upgrades and higher price targets clustered around expectations for tighter polyethylene supply, firmer margins, and a richer P/E profile.
내러티브 업데이트 • Mar 21
DOW: Gulf Supply Disruptions Will Fail To Sustain Recently Improved Margins
Analysts have raised the fair value estimate for Dow from $22.00 to $27.00, citing higher price targets associated with tighter global polyethylene supply, expectations for stronger margins, and revised P/E assumptions following a series of recent upgrades and target increases from major firms. Analyst Commentary Recent Street research on Dow has shifted sharply more constructive, with several large firms lifting ratings and price targets in response to tighter global polyethylene supply and disruption linked to the Iran conflict.내러티브 업데이트 • Mar 05
DOW: Commodity Margin Upside And Oversupply Risks Shape Balanced Future Outlook
Analysts have raised their implied fair value estimate for Dow from about $27.81 to roughly $29.94, citing higher Street price targets and expectations for firmer commodity margins, as recent research highlights potential upside risks for petrochemical pricing and polyethylene supply. Analyst Commentary Recent Street research on Dow reflects a mix of optimism and caution, with several firms adjusting ratings and price targets as they reassess commodity exposure, margins, and demand trends in chemicals and petrochemicals.내러티브 업데이트 • Feb 18
DOW: Improving Industry Setup And Buybacks Will Support Higher Future Earnings Multiple
Analysts have trimmed their fair value estimate for Dow to about $38.39 from $41.52, reflecting updated views on discount rates, revenue growth, profit margins, and a lower assumed future P/E, even as recent Street research has generally moved official price targets higher by $1 to $5. Analyst Commentary Recent Street research on Dow has tilted constructive, with several bullish analysts lifting their price targets in quick succession.분석 기사 • Feb 12
Dow Inc.'s (NYSE:DOW) Price Is Right But Growth Is Lacking After Shares Rocket 28%
Despite an already strong run, Dow Inc. ( NYSE:DOW ) shares have been powering on, with a gain of 28% in the last...내러티브 업데이트 • Feb 04
DOW: Oversupply And Weak Margins Will Undermine Fragile Earnings Outlook
Analysts have nudged their average price targets on Dow higher by low single digit dollars, citing recent target raises from firms such as Citi, UBS, Jefferies, RBC Capital, and Mizuho. One reduction from BofA reflects more cautious views on oversupply and mixed sector conditions.내러티브 업데이트 • Jan 21
DOW: Cost Discipline And Mixed Industry Backdrop Shape Balanced Future Prospects
Narrative Update on Dow Analysts have nudged their average price target on Dow slightly higher by about US$4, reflecting updated expectations around revenue growth, profitability, and future P/E assumptions following recent sector and company specific research. Analyst Commentary Recent research shows a split view on Dow, with some price targets moving higher and at least one trim, while ratings generally sit in the middle of the road.내러티브 업데이트 • Jan 07
DOW: Cost Driven Earnings Will Prove Fragile In Weak Commodity Cycle
Narrative Update on Dow Analysts have nudged their average price target on Dow higher to around the mid 20s. This reflects mixed views that balance recent cost driven earnings strength with ongoing caution around the durability of commodity and end market demand.내러티브 업데이트 • Dec 18
DOW: Cost Controls And AI Modernization Will Face Cyclical Commodity Headwinds
Analysts have nudged their fair value estimate for Dow higher, lifting the price target by about $2 to reflect improved cost controls and better operating rates highlighted in recent research, even as they caution that these commodity tailwinds may prove temporary. Analyst Commentary Bearish analysts continue to flag structural and cyclical headwinds that could limit upside for Dow, even after the recent rally.내러티브 업데이트 • Dec 04
DOW: Cost Discipline And Higher Operating Rates Will Support Future Upside Potential
Analysts raised their price target for Dow Inc. by $3 to $27, reflecting confidence in recent cost-driven earnings strength while still acknowledging macro headwinds and commodity market volatility.내러티브 업데이트 • Nov 20
DOW: Cost Reductions And Higher Operating Rates Will Drive Future Performance
Dow's analyst price target has edged down slightly to $27.82 from $27.94 as analysts point to recent earnings beat driven by cost cuts and operational improvements. However, they remain cautious given concerns about commodity market consistency and the sustainability of current gains.내러티브 업데이트 • Nov 05
DOW: Cost Efficiencies And Operating Rates Will Support Upside Despite Commodity Volatility
Analysts have raised their price target for Dow Inc. by approximately $0.71, reflecting improving revenue growth and cost efficiencies.내러티브 업데이트 • Oct 22
Analysts Adjust Dow Price Target Amid Uncertainty Highlighted in Recent Earnings and Valuation Updates
Analysts have lowered their fair value price target for Dow by approximately $0.59 to $27.24. They cite a weaker macroeconomic outlook, softer industrial demand, and ongoing concerns about the company's earnings trajectory.내러티브 업데이트 • Oct 08
Capital Adjustments And Cost Cuts Will Support Cash Flow
Narrative Update on Dow: Analyst Price Target Revision Analysts have reduced their price target for Dow to $26 from $30, citing ongoing challenges such as weak earnings prospects, risks to exports due to tariffs, and an anticipated dividend cut. Analyst Commentary Recent updates from Street research have highlighted both optimistic and cautious perspectives on Dow's outlook amid challenging market conditions.내러티브 업데이트 • Sep 24
Capital Adjustments And Cost Cuts Will Support Cash Flow
Dow’s price target was revised downward to $28.24 as analysts cited weak earnings visibility, pressure on commodity chemical profitability, ongoing trade and pricing headwinds, and a dividend cut reflecting heightened balance sheet caution. Analyst Commentary Ongoing weak earnings outlook and reduced profitability in core commodity chemicals.내러티브 업데이트 • Sep 09
Capital Adjustments And Cost Cuts Will Support Cash Flow
Dow’s consensus price target was modestly lowered to $28.65 as analysts cite persistently weak demand, soft pricing, ongoing risks to export volumes, reduced EBITDA forecasts, and the heightened possibility of a dividend cut amid sustained earnings pressure. Analyst Commentary Persistently weak operating environment and soft demand across Dow’s end markets continue to depress pricing and volumes.분석 기사 • Jun 25
Dow Inc.'s (NYSE:DOW) Low P/S No Reason For Excitement
When close to half the companies operating in the Chemicals industry in the United States have price-to-sales ratios...분석 기사 • Jun 01
Is Dow (NYSE:DOW) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Apr 25
Dow Moves To A Crisis Footing As Downside Risks Build (Rating Downgrade)
Summary Dow's shares have underperformed due to weak pricing power, manufacturing activity, and Chinese construction market, with a 40% drop since my last "buy" recommendation. Given weak results, Dow is aggressively cutting costs and improving liquidity, including job cuts, delaying projects, and selling assets to preserve cash. The 9.6% dividend yield is at risk, especially if the economy worsens, with a potential 25-50% chance of a significant cut. Given the uncertain macro environment and trade tensions, I downgrade Dow to a "hold," given it may have to prioritize its balance sheet over shareholders. Read the full article on Seeking AlphaSeeking Alpha • Mar 20
Dow: Wait And See For The Cycle To Turn
Summary Dow Inc. faces challenges with slowing sales, margin pressures, and a potentially unsustainable 7.46% dividend yield amid a tough global environment. The company’s segments, particularly Packaging & Specialty Plastics and Industrial Intermediates & Infrastructure, are experiencing declining sales due to oversupply and weak global demand. Despite strategic cost-cutting and reduced CapEx plans, Dow's valuation metrics and negative free cash flow raise concerns about its financial health. Given the cyclical nature of the business and current market conditions, I rate Dow as a hold, awaiting a positive market cycle. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Dow Is An Excessively Cheap Materials Stock (Technical Analysis)
Summary Despite net negative technicals, there were key bottoming signs for the stock in the indicators and so a bullish reversal may be near. Q4 earnings were a bit disappointing but revenue growth remains at above average levels compared to past years. The P/S ratio's major contraction reflects undervaluation in the stock as it is disconnected from the financials and is at an excessive discount to the sector. I initiate Dow stock at a buy rating as the potential for a bullish reversal is high and the fundamental setup is appealing at current levels. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Tough Environment Offers A Cyclical Buying Opportunity For Dow
Summary Dow's stock has been declining due to weak earnings and revenue, but the dividend is very attractive and potentially sustainable. Short-term challenges include high feedstock costs and planned maintenance, but long-term prospects are promising with economic recovery and cost-saving measures. The Texas-8 Cracker's return to full production and the Path2Zero program are expected to boost future earnings significantly. Despite current struggles, Dow's strong balance sheet and strategic partnerships position it well for a cyclical rebound, making it a buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 07
Dow: Don't Buy Yet
Summary Dow's stock has been declining since April 2024 due to challenging macro conditions, weak earnings, and removal from the Dow Jones index. Elevated capital expenditures are forecasted until 2027, straining the balance sheet, while earnings remain insufficient to cover both capex and shareholder returns. Reversal of globalization and weak demand in key markets like Europe and China further complicate Dow's earnings outlook, necessitating asset sales or debt. Despite a clear management plan, the current economic conditions and financial strain warrant patience, with potential risks to dividend sustainability and shareholder returns. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Dow Is A Buy For The Very Patient
Summary Dow Inc. shares have dropped 25% in three months, but the stock has value due to its strategic supply chain role and decent dividend. Dow's three main segments—Packaging and Specialty Plastics, Industrial Intermediates and Infrastructure, and Performance Materials and Coating—are crucial for various industries, making it a key economic player. Despite soft demand and macroeconomic risks, Dow's balance sheet can support its 7% dividend, with potential mid-term earnings growth from ongoing projects. Dow offers a potential 14% CAGR by 2028, but due to economic volatility, it should be a small part of a diversified portfolio. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Dow: A 6% Dividend Yield Opportunity As Materials Giant Remains Undervalued (Upgrade)
Summary Dow Inc. gets upgraded to a buy from my prior sell rating, as its 6% dividend yield and undervaluation present an opportunity. Although it has weak revenue and earnings forecasts, DOW could see an upside from future growth in the construction and data-center segments. The firm has investment-grade ratings from top agencies like Fitch. Trading at a 1-year low price and 20% below its 200-day SMA, it presents a nice potential upside and price appreciation, should future earnings beat estimates. The continued risk of environmental contamination issues could pose a future downside risk of lawsuits, negative press, and fines. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
Dow: Portfolio Optimization Ahead, Buy Reiterated
Summary Dow's portfolio continues to evolve, and we positively view the company's EU asset optimization. Investor sentiment on chemicals appears to be near a low point. The company offers downside protection thanks to a solid balance sheet and supportive shareholders' remuneration. DOW's strategic investments in high-growth businesses are expected to drive multi-year earnings growth. Our buy is confirmed. Read the full article on Seeking AlphaSeeking Alpha • Oct 21
Dow: Stabilization And China Key To Q3 Earnings Results
Summary Dow's shares have gained 6% over the past year, lagging behind the S&P 500, due to ongoing weakness in China. Q2 results showed a 4% sales decline, but signs of stabilization are emerging, with volumes and prices marginally improving. Key focus for Q3 includes revenue stability and margin management amid Chinese economic challenges and potential stimulus impacts. Despite current sluggishness, Dow's valuation is attractive with a 6.6% free cash flow yield and potential 15% upside, making it a buy. Read the full article on Seeking Alpha주주 수익률
| DOW | US Chemicals | US 시장 | |
|---|---|---|---|
| 7D | -4.3% | -3.7% | -1.0% |
| 1Y | 26.7% | 5.6% | 23.3% |
수익률 대 산업: DOW은 지난 1년 동안 5.6%의 수익을 기록한 US Chemicals 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: DOW은 지난 1년 동안 23.3%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| DOW volatility | |
|---|---|
| DOW Average Weekly Movement | 7.0% |
| Chemicals Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: DOW는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: DOW의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1897 | 34,600 | Jim Fitterling | www.dow.com |
는 자회사를 통해 미국, 캐나다, 유럽, 중동, 아프리카, 인도, 아시아 태평양 및 라틴 아메리카에서 포장, 인프라, 모빌리티 및 소비자 애플리케이션을 위한 다양한 재료 과학 솔루션을 제공합니다. 이 회사는 포장 및 특수 플라스틱, 산업 중간체 및 인프라, 기능성 소재 및 코팅 부문으로 나뉘어 운영되고 있습니다. 포장 및 특수 플라스틱 부문은 에틸렌, 프로필렌, 폴리에틸렌, 방향족 제품, 폴리올레핀 엘라스토머, 에틸렌 비닐 아세테이트, 에틸렌 프로필렌 디엔 모노머 고무와 같은 기타 에틸렌 유도체 제품을 제공합니다.
Dow Inc. 기초 지표 요약
| DOW 기초 통계 | |
|---|---|
| 시가총액 | US$27.79b |
| 순이익 (TTM) | -US$2.86b |
| 매출 (TTM) | US$39.33b |
0.7x
주가매출비율(P/S)-9.5x
주가수익비율(P/E)DOW는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| DOW 손익계산서 (TTM) | |
|---|---|
| 매출 | US$39.33b |
| 매출원가 | US$36.87b |
| 총이익 | US$2.46b |
| 기타 비용 | US$5.32b |
| 순이익 | -US$2.86b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Jul 23, 2026
| 주당순이익(EPS) | -3.97 |
| 총이익률 | 6.25% |
| 순이익률 | -7.27% |
| 부채/자본 비율 | 108.2% |
DOW의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Dow 배당 일정 | |
|---|---|
| 배당락일 | May 29 2026 |
| 배당 지급일 | Jun 12 2026 |
| 배당락일까지 남은 일수 | 8 days |
| 배당 지급일까지 남은 일수 | 22 days |
DOW는 안정적으로 배당을 지급합니까?
DOW 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/19 12:22 |
| 종가 | 2026/05/19 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
Dow Inc.는 36명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Selesky | Argus Research Company |
| null null | Argus Research Company |
| Michael Leithead | Barclays |