Arkema (WBAG:AKE) - Stock Price, News & Analysis

AKE Stock Overview

Arkema S.A. manufactures and sells specialty chemicals and advanced materials worldwide.

AKE fundamental analysis
Snowflake Score
Valuation	4/6
Future Growth	3/6
Past Performance	2/6
Financial Health	4/6
Dividends	5/6

Rewards

Trading at 51.5% below our estimate of its fair value

Earnings are forecast to grow 15.51% per year

Pays a reliable dividend of 3.62%

Risk Analysis

Profit margins (4.2%) are lower than last year (8.2%)

Arkema S.A. Competitors

Voestalpine

WBAG:VOE

€4.6b

Wienerberger

WBAG:WIE

€3.5b

Mayr-Melnhof Karton

WBAG:MMK

€2.3b

Croda International

LSE:CRDA

UK£6.6b

Price History & Performance

Summary of all time highs, changes and price drops for Arkema
Historical stock prices
Current Share Price	€98.25
52 Week High	€103.50
52 Week Low	€79.46
Beta	1.21
1 Month Change	7.35%
3 Month Change	0.46%
1 Year Change	9.19%
3 Year Change	-4.10%
5 Year Change	n/a
Change since IPO	0.32%

Recent updates

Shareholder Returns

	AKE	AT Chemicals	AT Market
7D	-3.6%	-1.4%	0.2%
1Y	9.2%	1.5%	3.2%

Return vs Industry: AKE exceeded the Austrian Chemicals industry which returned 1.8% over the past year.

Return vs Market: AKE exceeded the Austrian Market which returned 2.8% over the past year.

Price Volatility

Is AKE's price volatile compared to industry and market?
AKE volatility
AKE Average Weekly Movement	3.4%
Chemicals Industry Average Movement	5.0%
Market Average Movement	3.2%
10% most volatile stocks in AT Market	5.3%
10% least volatile stocks in AT Market	1.6%

Stable Share Price: AKE has not had significant price volatility in the past 3 months.

Volatility Over Time: AKE's weekly volatility (3%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
2003	20,946	Thierry Le Henaff	www.arkema.com

Arkema S.A. manufactures and sells specialty chemicals and advanced materials worldwide. The company operates in three segments: Adhesive Solutions, Advanced Materials and Coating Solutions, and Intermediates. The Adhesive Solutions segment provides solutions for construction, renovation of buildings, DIY, durable goods, and packaging and non-woven applications; and supplies technologies used in building activities for businesses and individuals, including sealants, tiles, flooring adhesives and waterproofing systems, and technologies used in industry, which include automotive, textiles, glazing, flexible and rigid packaging, and hygiene markets.

Arkema S.A. Fundamentals Summary

How do Arkema's earnings and revenue compare to its market cap?
AKE fundamental statistics
Market cap	€7.23b
Earnings (TTM)	€402.00m
Revenue (TTM)	€9.51b

18.0x

P/E Ratio

0.8x

P/S Ratio

Is AKE overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AKE income statement (TTM)
Revenue	€9.51b
Cost of Revenue	€7.55b
Gross Profit	€1.96b
Other Expenses	€1.56b
Earnings	€402.00m

Last Reported Earnings

Dec 31, 2023

Next Earnings Date

May 07, 2024

Earnings per share (EPS)	5.37
Gross Margin	20.60%
Net Profit Margin	4.23%
Debt/Equity Ratio	54.4%

How did AKE perform over the long term?

See historical performance and comparison

Dividends

3.6%

Current Dividend Yield

65%

Payout Ratio

Does AKE pay a reliable dividends?

See AKE dividend history and benchmarks

When do you need to buy AKE by to receive an upcoming dividend?
Arkema dividend dates
Ex Dividend Date	May 17 2024
Dividend Pay Date	May 21 2024
Days until Ex dividend	35 days
Days until Dividend pay date	39 days

Does AKE pay a reliable dividends?

See AKE dividend history and benchmarks

AKE Stock Overview

Rewards

Risk Analysis

Arkema S.A. Competitors

WBAG:VOE

€4.6b

WBAG:WIE

€3.5b

WBAG:MMK

€2.3b

LSE:CRDA

UK£6.6b

Price History & Performance

Recent News & Updates

Dividend increased to €3.50

Full year 2023 earnings released: EPS: €5.39 (vs €12.81 in FY 2022)

Arkema S.A. to Report Q2, 2024 Results on Aug 01, 2024

Arkema S.A. (ENXTPA:AKE) acquired an unknown minority stake in Tiamat.

Arkema S.A. (ENXTPA:AKE) acquired Arc Bulding Products.

Arkema S.A. (ENXTPA:AKE) completed the acquisition of 54% stake in PI Advanced Materials Co., Ltd. (KOSE:A178920) from Glenwood Private Equity.

Recent updates

Dividend increased to €3.50

Full year 2023 earnings released: EPS: €5.39 (vs €12.81 in FY 2022)

Arkema S.A. to Report Q2, 2024 Results on Aug 01, 2024

Arkema S.A. (ENXTPA:AKE) acquired an unknown minority stake in Tiamat.

Arkema S.A. (ENXTPA:AKE) acquired Arc Bulding Products.

Arkema S.A. (ENXTPA:AKE) completed the acquisition of 54% stake in PI Advanced Materials Co., Ltd. (KOSE:A178920) from Glenwood Private Equity.

Arkema S.A. to Report Q1, 2024 Results on May 07, 2024

Third quarter 2023 earnings released: EPS: €1.39 (vs €2.88 in 3Q 2022)

Arkema S.A., Annual General Meeting, May 15, 2024

Second quarter 2023 earnings released: EPS: €2.03 (vs €5.42 in 2Q 2022)

Arkema S.A. (ENXTPA:AKE) agreed to acquire a 54% stake in PI Advanced Materials Co., Ltd. (KOSE:A178920) from Glenwood Private Equity for approximately €730 million.

Arkema S.A. (ENXTPA:AKE) agreed to acquire a 54% stake in PI Advanced Materials Co., Ltd. (KOSE:A178920) from Glenwood Private Equity for approximately €730 million.

Arkema S.A. agreed to acquire Polytec PT GmbH Polymere Technologien.

Arkema S.A. Appoints Florence Lambert and Séverin Cabannes as Director

Upcoming dividend of €3.40 per share at 3.9% yield

First quarter 2023 earnings released: EPS: €1.70 (vs €4.34 in 1Q 2022)

Full year 2022 earnings released: EPS: €12.81 (vs €17.15 in FY 2021)

Full year 2022 earnings released: EPS: €12.81 (vs €17.15 in FY 2021)

Arkema S.A. Announces Executive Changes

Prayon S.A. completed the acquisition of Febex S.A from Arkema S.A. (ENXTPA:AKE).

Arkema S.A. to Report Q1, 2023 Results on May 05, 2023

Third quarter 2022 earnings released: EPS: €2.88 (vs €3.19 in 3Q 2021)

Third quarter 2022 earnings released: EPS: €2.88 (vs €3.19 in 3Q 2021)

Prayon S.A. entered into an agreement to acquire Febex S.A from Arkema S.A. (ENXTPA:AKE).

Arkema S.A. (ENXTPA:AKE) acquired Polimeros Especiales, S.A. De C.V.

Second quarter 2022 earnings released: EPS: €5.42 (vs €10.82 in 2Q 2021)

Arkema S.A. to Report Fiscal Year 2022 Results on Feb 23, 2023

Arkema S.A. (ENXTPA:AKE) agreed to acquire Polimeros Especiales, S.A. De C.V.

Investor sentiment deteriorated over the past week

Upcoming dividend of €3.00 per share

First quarter 2022 earnings released: EPS: €4.34 (vs €1.62 in 1Q 2021)

Full year 2021 earnings released: EPS: €17.13 (vs €3.98 in FY 2020)

Investor sentiment deteriorated over the past week

Arkema S.A. (ENXTPA:AKE) completed the acquisition of Performance Adhesives Business of Ashland LLC.

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Arkema S.A. to Report Q3, 2022 Results on Nov 10, 2022

Arkema S.A. Recommends Dividend, Payable on May 25, 2022

Arkema S.A. (ENXTPA:AKE) agreed to acquire Shanghai Zhiguan Polymer Materials.

Arkema S.A. (ENXTPA:AKE) agreed to acquire Permoseal (Pty) Ltd.

Third quarter 2021 earnings released: EPS €3.19 (vs €1.02 in 3Q 2020)

Cargill, Incorporated agreed to acquire Epoxides Business of Arkema S.A. (ENXTPA:AKE) for $38.8 million.

Arkema S.A. (ENXTPA:AKE) entered into a Purchase and Sale Agreement to acquire Performance Adhesives Business of Ashland LLC for $1.7 billion.

Second quarter 2021 earnings released: EPS €10.82 (vs €1.56 in 2Q 2020)

Arkema Announces New Breakthrough Range of Renewable PVDF Grades for Lithium-Ion Batteries

Arkema S.A. (ENXTPA:AKE) agreed to acquire Erpro 3d Factory.

First quarter 2021 earnings released: EPS €1.56 (vs €1.02 in 1Q 2020)

Trinseo S.A. (NYSE:TSE) completed the acquisition of polymethyl methacrylates and activated methyl methacrylates business from Arkema S.A. (ENXTPA:AKE).

Full year 2020 earnings released: EPS €3.98 (vs €6.45 in FY 2019)

New 90-day high: €99.10

Full year 2020 earnings released: EPS €4.34 (vs €6.45 in FY 2019)

Revenue beats expectations

New 90-day low: €88.50

Arkema S.A. to Report First Half, 2021 Results on Jul 29, 2021

Trinseo S.A. (NYSE:TSE) entered into a binding agreement to acquire polymethyl methacrylates and activated methyl methacrylates business from Arkema S.A. (ENXTPA:AKE) for an enterprise value of approximately $1.4 billion.

Revenue beats expectations

Third quarter 2020 earnings released: EPS €1.02

Shareholder Returns

Price Volatility

About the Company