Brenntag (BNR) Aandelenoverzicht
Brenntag SE houdt zich bezig met de distributie van chemicaliën en ingrediënten in Duitsland, de Verenigde Staten, het Verenigd Koninkrijk, China, Canada, Italië, Polen, Frankrijk en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 4/6 |
| Dividenden | 4/6 |
Beloningen
Risicoanalyse
BNR Community Fair Values
Create NarrativeSee what 35 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
€80.94
FV
27.0% ondergewaardeerd intrinsieke korting5.00%
Revenue growth p.a.
32
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Brenntag SE Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | €59.06 |
| 52 Week Hoogtepunt | €63.76 |
| 52 Week Laag | €43.72 |
| Bèta | 0.51 |
| 1 maand verandering | 7.77% |
| 3 maanden verandering | -1.30% |
| 1 Jaar Verandering | 3.47% |
| 3 jaar verandering | -16.72% |
| 5 jaar verandering | -29.86% |
| Verandering sinds IPO | 228.11% |
Recent nieuws en updates
Narratiefupdate • Jun 22
BNR: Easing Pricing Tailwinds Will Pressure Margins And Limit Upside Potential
The analyst price target for Brenntag has been reduced by €10 to €57. Analysts are factoring in Brenntag's exposure to easing pricing tailwinds in certain regions, while also noting relatively resilient demand and a steadier pricing backdrop compared with some peers.Narratiefupdate • Jun 06
BNR: Resilient Demand Expectations Will Still Leave Execution Risks In Focus
The analyst fair value estimate for Brenntag has increased from €42.00 to €44.00, reflecting higher price targets from analysts, including recent upgrades that cite more resilient second half demand and a smaller expected price roll off compared with peers. Analyst Commentary Recent research on Brenntag shows a mix of optimism and caution.
Narratiefupdate • May 23
BNR: Resilient Demand And Higher Discount Rate Will Shape Fairly Balanced Outlook
The analyst price target for Brenntag has shifted from roughly €53.86 to about €56.43. Analysts cite more resilient second half demand, a smaller price roll off versus peers, and recent rating and target increases from several firms as key drivers of the change.Narratiefupdate • May 01
BNR: Higher Discount Rate And Lower P E May Cap Share Price
Analysts have trimmed their Brenntag price target slightly from about €54.50 to roughly €53.86. This reflects updates to assumptions on discount rate, revenue growth, profit margin and future P/E following recent UBS and Deutsche Bank research.Recent updates
Narratiefupdate • Jun 22
BNR: Easing Pricing Tailwinds Will Pressure Margins And Limit Upside Potential
The analyst price target for Brenntag has been reduced by €10 to €57. Analysts are factoring in Brenntag's exposure to easing pricing tailwinds in certain regions, while also noting relatively resilient demand and a steadier pricing backdrop compared with some peers.Narratiefupdate • Jun 06
BNR: Resilient Demand Expectations Will Still Leave Execution Risks In Focus
The analyst fair value estimate for Brenntag has increased from €42.00 to €44.00, reflecting higher price targets from analysts, including recent upgrades that cite more resilient second half demand and a smaller expected price roll off compared with peers. Analyst Commentary Recent research on Brenntag shows a mix of optimism and caution.Narratiefupdate • May 23
BNR: Resilient Demand And Higher Discount Rate Will Shape Fairly Balanced Outlook
The analyst price target for Brenntag has shifted from roughly €53.86 to about €56.43. Analysts cite more resilient second half demand, a smaller price roll off versus peers, and recent rating and target increases from several firms as key drivers of the change.Narratiefupdate • May 01
BNR: Higher Discount Rate And Lower P E May Cap Share Price
Analysts have trimmed their Brenntag price target slightly from about €54.50 to roughly €53.86. This reflects updates to assumptions on discount rate, revenue growth, profit margin and future P/E following recent UBS and Deutsche Bank research.
Narratiefupdate • Apr 15
BNR: Dividend And Epoxy Expansion Are Expected To Support Re Rating
Analysts have nudged their price target for Brenntag slightly higher to about €68, citing updated assumptions for revenue growth, profit margins and a lower future P/E multiple following recent research, including an upgrade at a major bank. Analyst Commentary Recent research points to a more constructive tone around Brenntag, with bullish analysts aligning their models to the updated assumptions on revenue growth, profit margins and future P/E multiples that underpin the new price target around €68.Narratiefupdate • Apr 01
BNR: Sector Headwinds And Execution Risks Will Sustain Earnings Pressure
Narrative Update The analyst price target for Brenntag has been adjusted to €50. Analysts cite updated 2026 sector views, a more cautious stance on chemical distribution and staffing peers, and revised assumptions for discount rate, revenue growth, profit margin, and future P/E.Narratiefupdate • Mar 18
BNR: Distribution Execution And Staffing Risks Will Sustain Earnings Pressure
Analysts have reduced their Brenntag price target to €50 from €63, citing a more cautious stance on chemical distribution and staffing within the broader European business services group. Analyst Commentary Bearish analysts have shifted to a more cautious stance on Brenntag, pointing to risks around execution in chemical distribution and staffing within the broader European business services group.Narratiefupdate • Mar 04
BNR: Expanded Epoxy Partnership Will Support A More Constructive Long Term View
Our Brenntag narrative has been updated to reflect a lower analyst price target of €50, down from €63, as analysts factor in more cautious assumptions on revenue growth, profit margins and sector conditions, even while using a slightly higher discount rate and a higher future P/E multiple. Analyst Commentary The latest rating and price target move to €50 comes as part of a broader 2026 reassessment of European business services and chemical distribution names.Narratiefupdate • Feb 18
BNR: Chemical Distribution Concerns Will Sustain Earnings Pressure And Extended Multiple Compression
Analysts have cut their price target on Brenntag to €50 from €63, reflecting a more cautious view on chemical distribution as they update their 2026 outlook and favor other business services names instead. Analyst Commentary Bearish analysts have moved Brenntag to a less favorable rating and cut the price target to €50 from €63, signaling a stricter view on what they are willing to pay for the shares in the medium term.Narratiefupdate • Feb 03
BNR: Chemical Distribution Execution Risk Will Pressure Earnings And Sustain Multiple Compression
Narrative update on Brenntag Analysts have trimmed their average price target for Brenntag to €50 from €63. This reflects a more cautious view on chemical distribution and related business services, while still keeping fair value assumptions broadly unchanged.Narratiefupdate • Jan 20
BNR: Staffing And Chemical Distribution Risks Will Pressure Earnings And Sustain Multiple Compression
Narrative Update on Brenntag Brenntag's analyst price target has been cut to €50 from €63, with analysts citing a more cautious view on chemical distribution and staffing exposure within their 2026 outlook. Analyst Commentary Bearish analysts have shifted their stance on Brenntag, cutting the price target to €50 from €63 and moving the rating to Underweight.Narratiefupdate • Jan 06
BNR: Weaker Chemical Demand Will Pressure Earnings And Sustain Multiple Compression
Analysts have trimmed their average price targets on Brenntag to a range around €45 to €50, reflecting more cautious views on chemical distribution volumes and the company's growth profile. Analyst Commentary Recent research updates on Brenntag point to a more cautious stance on the stock, with several bearish analysts rethinking both ratings and price targets in light of concerns around chemical distribution and the company's growth profile.Analyse-artikel • Dec 31
Is There An Opportunity With Brenntag SE's (ETR:BNR) 49% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Brenntag fair value estimate is €96.93 Current share price of...Narratiefupdate • Dec 18
BNR: Weaker Chemical Demand Will Pressure Earnings And Drive Multiple Compression
Analysts have reduced their price target on Brenntag from about EUR 47 to EUR 42. This reflects expectations for a weaker growth profile and a deteriorating chemical market backdrop, even as margins hold up and valuation multiples compress slightly.Narratiefupdate • Dec 04
BNR: Share Price Will Rebound As Cost Efficiencies Support Earnings Resilience
The analyst price target for Brenntag has been trimmed slightly from EUR 54.67 to about EUR 54.50, as analysts factor in a weaker chemical market backdrop, lower expected growth, and modestly softer profitability assumptions. Analyst Commentary Recent Street research reflects a more cautious stance on Brenntag, with several firms lowering price targets and reassessing the companys risk reward profile in light of a softer chemical demand outlook.Analyse-artikel • Nov 29
Here's Why Brenntag (ETR:BNR) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Narratiefupdate • Nov 20
BNR: Share Price Will Rebound As Chemical Market Challenges Ease
Brenntag's analyst fair value estimate has declined from €57.24 to €54.67, as analysts cite a weaker growth outlook and challenging chemical market conditions as reasons for the reduced price target. Analyst Commentary Recent analyst updates on Brenntag reflect a shift in sentiment as experts weigh the company’s outlook in the context of ongoing market challenges and valuation considerations.Analyse-artikel • Nov 09
Brenntag SE's (ETR:BNR) Shares May Have Run Too Fast Too Soon
It's not a stretch to say that Brenntag SE's ( ETR:BNR ) price-to-earnings (or "P/E") ratio of 15.8x right now seems...Narratiefupdate • Nov 05
BNR: Share Price Will Reflect Sector Headwinds as Market Conditions Stabilize
Brenntag's consensus analyst price target has been lowered noticeably in recent updates. Analysts cite a challenging chemical market environment and expectations for slower growth as key factors behind the revised outlook.Narratiefupdate • Oct 22
Analyst Commentary Signals Lower Growth Expectations as Brenntag Faces Reduced Price Targets
Brenntag's analyst price target has been revised downward by approximately EUR 3 to EUR 57, as analysts point to ongoing reductions in expected growth and profitability in light of a challenging market backdrop. Analyst Commentary Recent analyst coverage of Brenntag reflects a cautious sentiment across the market, with lowered price targets and revised outlooks highlighting ongoing concerns about the company's growth prospects and market challenges.Narratiefupdate • Oct 08
Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value
Brenntag's analyst price target has been reduced by several euros, as analysts cite lower expectations for revenue growth, profit margins, and sector cyclicality. Analyst Commentary Recent street research updates reflect a mixed outlook on Brenntag, with several analysts adjusting their ratings and lowering price targets in light of the company’s ongoing performance and sector trends.Analyse-artikel • Sep 20
Return Trends At Brenntag (ETR:BNR) Aren't Appealing
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...Narratiefupdate • Sep 05
Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value
Analysts have maintained a cautious outlook on Brenntag due to its increased earnings cyclicality, macroeconomic uncertainties, and negative FX impacts, resulting in an unchanged consensus price target at €62.83. Analyst Commentary Bearish analysts cite increased cyclicality in Brenntag’s business versus specialty distributors, leading to greater earnings volatility.Analyse-artikel • Aug 15
Earnings Miss: Brenntag SE Missed EPS By 64% And Analysts Are Revising Their Forecasts
XTRA:BNR 1 Year Share Price vs Fair Value Explore Brenntag's Fair Values from the Community and select yours Brenntag...
Nieuw narratief • Nov 25
Decisive Acquisitions And Digital Innovations Propel Transformation Amid Challenges
Strategic focus on divisional optimization and cost containment is set to enhance revenue and improve net margins by reducing expenses.Rendement voor aandeelhouders
| BNR | DE Trade Distributors | DE Markt | |
|---|---|---|---|
| 7D | -0.8% | -0.9% | 0.5% |
| 1Y | 3.5% | 2.4% | -0.9% |
Rendement versus industrie: BNR kwam overeen met de German Trade Distributors industrie, die het afgelopen jaar een rendement opleverde van 2.4 %.
Rendement versus markt: BNR overtrof de German markt, die het afgelopen jaar een rendement opleverde van -0.9 %.
Prijsvolatiliteit
| BNR volatility | |
|---|---|
| BNR Average Weekly Movement | 3.4% |
| Trade Distributors Industry Average Movement | 5.1% |
| Market Average Movement | 5.4% |
| 10% most volatile stocks in DE Market | 12.5% |
| 10% least volatile stocks in DE Market | 2.6% |
Stabiele aandelenkoers: BNR heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de German markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 3% ) van BNR is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1874 | 17,300 | Jens Birgersson | www.brenntag.com |
Brenntag SE houdt zich bezig met de distributie van chemicaliën en ingrediënten in Duitsland, de Verenigde Staten, het Verenigd Koninkrijk, China, Canada, Italië, Polen en Frankrijk. Het is actief in twee segmenten, Brenntag Essentials en Brenntag Specialties. Het bedrijf biedt just-in-time levering, productmenging, blending, herverpakking, voorraadbeheer en vatenretourverwerking, evenals toepassings-, marketing- en supply chain-oplossingen, technische en formuleringsondersteuning, uitgebreide knowhow op het gebied van regelgeving en digitale oplossingen, zoals digitale verkoopkanalen en productplatforms.
Brenntag SE Samenvatting
| BNR fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | €8.53b |
| Inkomsten(TTM) | €227.60m |
| Inkomsten(TTM) | €14.76b |
37.5x
Koers/Winstverhouding0.6x
P/S-verhoudingIs BNR overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| BNR resultatenrekening (TTM) | |
|---|---|
| Inkomsten | €14.76b |
| Kosten van inkomsten | €11.00b |
| Brutowinst | €3.76b |
| Overige uitgaven | €3.53b |
| Inkomsten | €227.60m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Aug 12, 2026
| Winst per aandeel (EPS) | 1.58 |
| Brutomarge | 25.48% |
| Nettowinstmarge | 1.54% |
| Schuld/Eigen Vermogen Verhouding | 62.2% |
Hoe presteerde BNR op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
3.2%
Huidig dividendrendement120%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/24 18:20 |
| Aandelenkoers aan het einde van de dag | 2026/07/24 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Brenntag SE wordt gevolgd door 29 analisten. 14 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Volker Bosse | Baader Helvea Equity Research |
| Gaurav Jain | Barclays |
| James Stewart | Barclays |