BNR Share Price Performance
€45.04
-21.74 (-32.55%)
17.4% undervalued intrinsic discount
€54.50
Fair Value
Price €45.04
AnalystConsensusTarget €54.50
AnalystLowTarget €42.00
kgmaik89 €80.94
Fair Value€54.50
Share Pricen/a
Brenntag SE Stock Price
- 4 Narratives written by author
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- 38 Fair Values set on narratives written by author
BNR Community Narratives
AN
Fair Value €54.5 17.4% undervalued intrinsic discount
Analyst Commentary Signals Lower Growth Expectations as Brenntag Faces Reduced Price Targets
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AN
Fair Value €42 7.2% overvalued intrinsic discount
Rising ESG Demands And Digitalization Will Erode Margins
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KG
Fair Value €80.94 44.4% undervalued intrinsic discount
Recovery with global economy in 25-26
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Recovery with global economy in 25-26
Gewinnwarnung 2024: Gestiegende Transportkosten Preissensititivät d. Kunden Geringes Wirtschaftswachstum 2-4 % CAGR "Low End of Guidance hard to achive" Gewinnwarnungen auch von Produzenten BASF, Lanxess, Evonik Umsatzwachstum "nur" 5,1 % (< erwartete 9...10%) stagnierender Marktausblick Chemieindustrie (gestiegende Energiekosten), ggf.Read more
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KG
€80.94
44.4% undervalued intrinsic discount
kgmaik89's Fair Value
Revenue
5% p.a.
Profit Margin
4%
Future PE
14.25x
Price in 2029
€105.86
Urbanization And Sustainable Chemicals Will Drive Lasting Market Evolution
Key Takeaways Margin and earnings growth are expected to exceed expectations due to cost reduction, underutilized infrastructure, and winning higher-value contracts. Acquisitions in fast-growing verticals and a strong sustainability position will drive revenue growth and margins ahead of industry peers.Read more
15
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AN
€67.65
33.4% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
2.74% p.a.
Profit Margin
3.87%
Future PE
18.08x
Price in 2029
€82.16
Rising ESG Demands And Digitalization Will Erode Margins
Key Takeaways Transition to a circular economy and stricter regulations threaten traditional chemicals demand, causing persistent volume declines and ongoing revenue headwinds. Digitalization and e-commerce adoption by manufacturers and customers risk bypassing Brenntag's intermediary role, pressuring growth and customer retention.Read more
57
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AN
€42
7.2% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
0.79% p.a.
Profit Margin
3.92%
Future PE
11.72x
Price in 2029
€51.01
Analyst Commentary Signals Lower Growth Expectations as Brenntag Faces Reduced Price Targets
Key Takeaways Expansion into specialty chemicals and enhanced value-added services, along with strategic acquisitions, positions the company for resilient earnings and improved margins. Increased focus on digitalization, sustainability, and regulatory compliance strengthens customer loyalty and supports long-term growth and operational efficiency.Read more
126
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AN
€54.5
17.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
2.77% p.a.
Profit Margin
3.96%
Future PE
14.16x
Price in 2028
€65.92
Trending Discussion
Recently Updated Narratives
KG
Recovery with global economy in 25-26
Fair Value: €80.94 44.4% undervalued intrinsic discount
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AN
BNR: Expanded Epoxy Partnership Will Support A More Constructive Long Term View
Fair Value: €67.65 33.4% undervalued intrinsic discount
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AN
BNR: Chemical Distribution Concerns Will Sustain Earnings Pressure And Extended Multiple Compression
Fair Value: €42 7.2% overvalued intrinsic discount
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Snowflake Analysis
Brenntag SE Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Mar 12, 2026
- 2.89
- 25.14%
- 2.67%
- 62.0%
About BNR
- Founded
- 1874
- Employees
- 18100
- CEO
- WebsiteView website
Brenntag SE engages in the distribution of chemicals and ingredients in Germany, the United States, the United Kingdom, China, Canada, Italy, Poland, France, and internationally. It operates in two segments, Brenntag Essentials and Brenntag Specialties. The company provides just-in-time delivery, product mixing, blending, repackaging, inventory management, and drum return handling, as well as application, marketing and supply chain solutions, technical and formulation support, comprehensive regulatory know-how, and digital solutions, such as digital sales channels and product platforms. It serves customers in various industries, including nutrition, pharma, beauty and care, water treatment, and lubricants; and industrial markets, as well as coatings, adhesives, sealants and elastomers, and constructions, polymers, and rubber industries. The company was founded in 1874 and is headquartered in Essen, Germany.
