Essity AB (publ)

OM:ESSITY B Voorraadrapport

Marktkapitalisatie: SEK 174.8b

Essity Toekomstige groei

Future criteriumcontroles 2/6

Essity zal naar verwachting groeien in winst en omzet met respectievelijk 5.2% en 2.7% per jaar. De winst per aandeel zal naar verwachting groeien met 5.8% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 14.4% zijn.

Belangrijke informatie

5.2%

Groei van de winst

5.76%

Groei van de winst per aandeel

Household Products winstgroei0.5%
Inkomstengroei2.7%
Toekomstig rendement op eigen vermogen14.37%
Dekking van analisten

Good

Laatst bijgewerkt01 Jun 2026

Recente toekomstige groei-updates

Recent updates

Narratiefupdate • Jun 03

ESSITY B: Neutral View As Discount Rates Rise And Tissue Review Progresses

Essity’s updated analyst price target has been trimmed by about SEK 1 to around SEK 265, as analysts factor in slightly higher discount rates alongside only modest adjustments to revenue growth, profit margin and future P/E assumptions, following a series of recent target cuts and a downgrade across the Street. Analyst Commentary Recent research updates cluster around a more cautious stance, with several firms trimming price targets and JPMorgan moving to a downgrade.
Narratiefupdate • May 20

ESSITY B: Ongoing Pricing Roll Off Will Continue To Pressure Sentiment

Essity's analyst price targets have been trimmed again, with recent SEK cuts from multiple banks leaving the updated fair value at SEK 215.00. Analysts are factoring in ongoing pricing roll off and limited signs of stabilization in weaker categories.
Narratiefupdate • May 05

ESSITY B: Pricing Roll Off And JPMorgan Downgrade Will Pressure Sentiment

Essity's analyst fair value estimate has shifted from SEK 220.0 to SEK 215.0 as analysts factor in a slightly higher discount rate, updated views on revenue growth and margins, and a series of recent SEK price target cuts from major banks. Analyst Commentary Recent Street research on Essity has tilted more cautious, with several bearish analysts cutting SEK price targets and, in one case, JPMorgan moving to a more negative stance on the stock.
Narratiefupdate • Apr 21

ESSITY B: Neutral Stance As Pricing Roll Off And Categories Remain Mixed

Essity's analyst price target has been trimmed from about SEK 278 to SEK 266, as analysts factor in updated estimates, pricing roll off, and limited signs of stabilisation in weaker categories. Analyst Commentary Recent Street research on Essity has tilted cautious, with a series of price target cuts and at least one downgrade, as analysts refresh models following the FY25 results and updated outlook for 2026.
Narratiefupdate • Apr 06

ESSITY B: Pricing Roll Off Into 2026 Will Keep Sentiment Cautious

Essity's analyst fair value has been trimmed from SEK 235.0 to SEK 220.0 as analysts factor in recent price target cuts, as well as ongoing concerns around pricing roll off and weaker categories showing limited signs of stabilizing. Analyst Commentary Recent Street research around Essity has leaned cautious, with several bearish analysts trimming price targets and revisiting their assumptions after the latest FY25 results.
Narratiefupdate • Mar 22

ESSITY B: Pricing Roll Off And Weaker Categories Will Keep Sentiment Cautious

Essity's analyst price target has been trimmed by around SEK 15 to SEK 252, as analysts factor in updated FY25 results, ongoing pricing roll off into 2026, and limited signs of stabilization in some weaker categories. Analyst Commentary Recent Street research has tilted more cautious on Essity, with several bearish analysts trimming price targets and rethinking their stance on the shares.
Narratiefupdate • Mar 08

ESSITY B: Neutral View Balances Pricing Pressure With Firmer Margin Expectations

Narrative update on Essity Essity's analyst price target has edged down by SEK 4.71, with analysts citing slightly higher discount rates, softer revenue growth assumptions, and lower future P/E expectations, partly offset by firmer margin assumptions and recent Street research pointing to pricing pressure and weaker categories that show limited signs of stabilizing. Analyst Commentary Recent Street research on Essity has turned more cautious, with several houses trimming price targets or downgrading their stance.
Narratiefupdate • Feb 22

ESSITY B: Capital Returns And Sector Rebound Potential Will Drive Future Upside

Analysts have trimmed their Essity fair value estimate to SEK 320 from SEK 325, reflecting recent downgrades and a view that sector valuations may stay cheap despite only modest adjustments to growth, margin and P/E assumptions. Analyst Commentary Recent Street research has tilted more cautious on Essity, with fair value estimates and price targets pointing to a muted near term setup for the shares.
Narratiefupdate • Feb 08

ESSITY B: Cautious Rating Shifts Will Keep Multiples Compressed

Analysts have nudged their fair value estimate for Essity up from SEK 230 to SEK 235. This reflects updated views on its model and mixed recent research that includes both price target increases and downgrades to more cautious ratings.
Narratiefupdate • Jan 24

ESSITY B: Dividend And Buybacks Will Support Future Upside Potential

Analysts have kept their fair value estimate for Essity steady at SEK 325, with updated models that balance a higher assumed revenue growth rate against slightly lower profit margin expectations, as well as a modestly higher future P/E informed by recent Street price targets between SEK 267 and SEK 290 and a shift to more neutral ratings. Analyst Commentary Street research around Essity has become more balanced, but there are still clear pockets of optimism that matter if you are trying to gauge how supportive the external view is around the current fair value estimate of SEK 325.
Narratiefupdate • Jan 10

ESSITY B: Neutral Stance Will Meet Cost Savings And Decentralization Plan

Essity’s analyst fair value estimate has edged up from SEK 281.08 to SEK 282.29, reflecting modest model updates and mixed Street views as some analysts trim ratings and set price targets in the SEK 267 to SEK 290 range, while still seeing the shares as reasonably valued within staples. Analyst Commentary Recent research updates on Essity point to a mixed but generally balanced stance, with modest tweaks to models and price targets rather than big swings in conviction.
Narratiefupdate • Dec 26

ESSITY B: Margin Discipline And Cost Savings Will Drive Future Upside Potential

Analysts have made only modest adjustments to their SEK price targets for Essity, with a small net decrease as updated post Q3 models reflect slightly softer long term revenue growth and margins, partially offset by expectations for a marginally higher future P/E multiple. Analyst Commentary Bullish analysts continue to view Essity's Q3 delivery as broadly supportive of the equity story, with updated models signaling confidence in the company’s ability to defend margins and gradually reaccelerate growth.
Narratiefupdate • Dec 12

ESSITY B: Margin And Cost Savings Progress Will Support Upside Potential

Analysts have trimmed their fair value estimate for Essity to SEK 325 from SEK 330, reflecting a slightly higher assumed discount rate, even as they factor in marginally stronger long term revenue growth, improved profit margins, and a modestly lower future P E multiple following recent Street target revisions. Analyst Commentary Recent Street research reflects a more constructive stance on Essity's medium term prospects, with bullish analysts incrementally lifting price targets and refining their models following the Q3 report.
Narratiefupdate • Oct 22

Analysts Cite Trough Valuation and Limited Catalysts as Essity Price Targets Edge Lower

Analysts have slightly decreased their price target for Essity, lowering it by approximately SEK 1. This adjustment reflects a continued cautious outlook as recent research points to limited immediate catalysts for the shares.
Narratiefupdate • Oct 08

Demand In Feminine Care And Incontinence Will Expand Internationally

Analysts have lowered their fair value target for Essity from SEK 285.25 to SEK 282.33. They cite concerns about structural pressures and a lack of near-term catalysts, even though there are some positive longer-term trends in higher margin segments.
Narratiefupdate • Sep 24

Demand In Feminine Care And Incontinence Will Expand Internationally

Essity's consensus price target was revised slightly lower to SEK285.25 amid sector-wide pressures, a shift toward higher-margin segments lacking near-term catalysts, and concerns over potential sales shortfalls. Analyst Commentary Analysts see Essity trading at a trough valuation as it shifts focus away from tissue towards higher-margin segments, but lack near-term catalysts for upward share price movement.
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Nieuw narratief • Nov 07

Consumer Goods Innovation And Emerging Market Expansion Propel Thriving Growth

Growth in high-margin categories aims to improve net margins and profitability through stronger product mix and pricing strategies.

Winst- en omzetgroeiprognoses

OM:ESSITY B - Toekomstschattingen van analisten en financiële gegevens uit het verleden (SEK Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/2028147,45114,19512,99821,47712
12/31/2027143,83513,31111,90619,99814
12/31/2026139,10912,10010,26919,60314
3/31/2026136,69512,4749,57116,782N/A
12/31/2025138,49412,6568,35615,459N/A
9/30/2025141,60412,2266,35213,648N/A
6/30/2025143,24012,2957,91315,036N/A
3/31/2025145,67212,4798,87716,052N/A
12/31/2024145,54611,8739,36616,801N/A
9/30/2024144,36611,88814,17221,251N/A
6/30/2024145,1849,97616,08023,412N/A
3/31/2024145,6459,12715,66422,738N/A
12/31/2023147,1479,27514,67821,568N/A
9/30/2023129,5037,79211,78316,952N/A
6/30/2023132,5207,8617,12012,241N/A
3/31/2023133,3716,9737,63212,876N/A
12/31/2022131,3204,6687,44412,874N/A
9/30/2022146,5655,3407,01213,992N/A
6/30/2022137,6016,5098,01515,205N/A
3/31/2022128,6406,7947,79415,250N/A
12/31/2021101,4666,8239,44614,667N/A
9/30/2021118,5979,2787,49515,291N/A
6/30/2021116,1298,8076,65914,140N/A
3/31/2021115,5689,1258,83215,757N/A
12/31/2020121,75210,22811,21217,819N/A
9/30/2020124,48210,30412,27218,312N/A
6/30/2020128,37010,51614,30319,826N/A
3/31/2020132,03110,70213,91119,425N/A
12/31/2019128,9759,216N/A19,351N/A
9/30/2019126,4019,903N/A18,172N/A
6/30/2019123,4838,414N/A16,442N/A
3/31/2019121,1368,175N/A14,654N/A
12/31/2018118,5007,886N/A13,160N/A
9/30/2018116,0527,372N/A12,471N/A
6/30/2018113,5838,474N/A12,432N/A
3/31/2018112,0178,116N/A12,246N/A
12/31/2017109,2658,116N/A12,729N/A
9/30/2017107,3736,212N/A12,884N/A
6/30/2017105,4305,853N/A13,113N/A
3/31/2017102,2583,748N/A13,968N/A
12/31/2016101,2383,800N/A12,778N/A
12/31/201598,5196,129N/A10,780N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei ESSITY B ( 5.2% per jaar) ligt boven de spaarquote ( 2% ).

Winst versus markt: De winst van ESSITY B ( 5.2% per jaar) zal naar verwachting langzamer groeien dan de markt Swedish ( 8.7% per jaar).

Hoge groeiwinsten: De winst van ESSITY B zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van ESSITY B ( 2.7% per jaar) zal naar verwachting sneller groeien dan de markt Swedish ( 0.03% per jaar).

Hoge groei-inkomsten: De omzet van ESSITY B ( 2.7% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen ESSITY B zal naar verwachting over 3 jaar laag zijn ( 14.4 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/04 20:10
Aandelenkoers aan het einde van de dag2026/06/04 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je 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

Essity AB (publ) wordt gevolgd door 24 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.

AnalistInstelling
null nullABG Sundal Collier
Patrick FolanBarclays
Iain SimpsonBarclays