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Brenntag SEXTRA:BNR Stock Report

Market Cap €9.0b
Share Price
€62.08
€53.86
15.3% overvalued intrinsic discount
1Y5.2%
7D3.7%
Portfolio Value
View

Brenntag SE

XTRA:BNR Stock Report

Market Cap: €9.0b

Brenntag (BNR) Stock Overview

Distributes chemicals and ingredients in Germany, the United States, the United Kingdom, China, Canada, Italy, Poland, France, and internationally. More details

BNR fundamental analysis
Snowflake Score
Valuation3/6
Future Growth3/6
Past Performance0/6
Financial Health4/6
Dividends4/6

BNR Community Fair Values

Create Narrative

See what 35 others think this stock is worth. Follow their fair value or set your own to get alerts.

Community Contributor
US$3.87FV 2.6% undervalued intrinsic discount
30972.3%Revenue growth p.a.
180
1
0
4
10d ago

Brenntag SE Competitors

Price History & Performance

Summary of share price highs, lows and changes for Brenntag
Historical stock prices
Current Share Price€62.08
52 Week High€63.00
52 Week Low€43.72
Beta0.50
1 Month Change9.26%
3 Month Change20.78%
1 Year Change5.22%
3 Year Change-16.89%
5 Year Change-18.53%
Change since IPO244.89%

Recent News & Updates

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.

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.

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.

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

Is There An Opportunity With Brenntag SE's (ETR:BNR) 49% Undervaluation?

Dec 31
Is There An Opportunity With Brenntag SE's (ETR:BNR) 49% Undervaluation?

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.

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.

Here's Why Brenntag (ETR:BNR) Can Manage Its Debt Responsibly

Nov 29
Here's Why Brenntag (ETR:BNR) Can Manage Its Debt Responsibly

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.

Brenntag SE's (ETR:BNR) Shares May Have Run Too Fast Too Soon

Nov 09
Brenntag SE's (ETR:BNR) Shares May Have Run Too Fast Too Soon

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.

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.

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.

Return Trends At Brenntag (ETR:BNR) Aren't Appealing

Sep 20
Return Trends At Brenntag (ETR:BNR) Aren't Appealing

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.

Earnings Miss: Brenntag SE Missed EPS By 64% And Analysts Are Revising Their Forecasts

Aug 15
Earnings Miss: Brenntag SE Missed EPS By 64% And Analysts Are Revising Their Forecasts

We Think Brenntag (ETR:BNR) Can Stay On Top Of Its Debt

Jul 17
We Think Brenntag (ETR:BNR) Can Stay On Top Of Its Debt

Brenntag SE's (ETR:BNR) Prospects Need A Boost To Lift Shares

Jun 28
Brenntag SE's (ETR:BNR) Prospects Need A Boost To Lift Shares

Earnings Update: Brenntag SE (ETR:BNR) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

May 17
Earnings Update: Brenntag SE (ETR:BNR) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

Here's What To Make Of Brenntag's (ETR:BNR) Decelerating Rates Of Return

May 10
Here's What To Make Of Brenntag's (ETR:BNR) Decelerating Rates Of Return
User avatar

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.

Shareholder Returns

BNRDE Trade DistributorsDE Market
7D3.7%3.0%0.06%
1Y5.2%10.6%1.0%

Return vs Industry: BNR underperformed the German Trade Distributors industry which returned 11.5% over the past year.

Return vs Market: BNR exceeded the German Market which returned 3% over the past year.

Price Volatility

Is BNR's price volatile compared to industry and market?
BNR volatility
BNR Average Weekly Movement6.0%
Trade Distributors Industry Average Movement7.0%
Market Average Movement6.0%
10% most volatile stocks in DE Market12.3%
10% least volatile stocks in DE Market2.6%

Stable Share Price: BNR has not had significant price volatility in the past 3 months compared to the German market.

Volatility Over Time: BNR's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
187417,339Jens Birgerssonwww.brenntag.com

Brenntag SE distributes chemicals and ingredients in Germany, the United States, the United Kingdom, China, Canada, Italy, Poland, France, and internationally. The company operates in two segments, Brenntag Essentials and Brenntag Specialties. It 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.

Brenntag SE Fundamentals Summary

How do Brenntag's earnings and revenue compare to its market cap?
BNR fundamental statistics
Market cap€8.96b
Earnings (TTM)€264.60m
Revenue (TTM)€15.17b
33.9x
P/E Ratio
0.6x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BNR income statement (TTM)
Revenue€15.17b
Cost of Revenue€11.34b
Gross Profit€3.83b
Other Expenses€3.57b
Earnings€264.60m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

May 13, 2026

Earnings per share (EPS)1.83
Gross Margin25.26%
Net Profit Margin1.74%
Debt/Equity Ratio64.0%

How did BNR perform over the long term?

See historical performance and comparison

Dividends

3.1%
Current Dividend Yield
104%
Payout Ratio

Does BNR pay a reliable dividends?

See BNR dividend history and benchmarks
When do you need to buy BNR by to receive an upcoming dividend?
Brenntag dividend dates
Ex Dividend DateMay 21 2026
Dividend Pay DateMay 25 2026
Days until Ex dividend19 days
Days until Dividend pay date23 days

Does BNR pay a reliable dividends?

See BNR dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/02 08:58
End of Day Share Price 2026/04/30 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Brenntag SE is covered by 28 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Christian ObstBaader Helvea Equity Research
Gaurav JainBarclays
James StewartBarclays