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Brenntag SE

XTRA:BNR Stock Report

Market Cap: €8.2b

Brenntag (BNR) Stock Overview

Engages in the distribution of 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
Valuation4/6
Future Growth1/6
Past Performance2/6
Financial Health4/6
Dividends5/6

Rewards

Trading at 52.3% below our estimate of its fair value

Earnings are forecast to grow 11.16% per year

Pays a reliable dividend of 3.71%

Risk Analysis

Has a high level of debt


BNR Community Fair Values

Create Narrative

See what 29 others think this stock is worth. Follow their fair value or set your own to get alerts.

BNR logo
Brenntag
AN
AnalystConsensusTarget
AnalystConsensusTarget
Consensus Narrative from 15 Analysts

New CFO And M&A Activities Will Expand Market Presence In Material Science And Life Sciences

Key Takeaways Ongoing transformation and strategic initiatives, including leadership changes and division disentanglement, are anticipated to enhance restructuring, value creation, and improve margins. M&A activities and sustainability initiatives are expected to expand market presence, improve brand value, and drive revenue growth in high-potential sectors.
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€73.19
FV
22.7% undervalued intrinsic discount
3.82%
Revenue growth p.a.
0users have liked this narrative
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20users have followed this narrative
7 days ago author updated this narrative
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Brenntag
AN
AnalystLowTarget
AnalystLowTarget
Consensus Narrative from 15 Analysts

Rising Regulatory Pressure And Supply Chain Issues Will Impair Recovery

Key Takeaways Stricter regulations, environmental shifts, and global trade tensions risk raising costs and compressing profitability, putting sustained pressure on long-term margins and revenues. Rising competition, digital disruption, and evolving customer preferences threaten Brenntag's core business, potentially reducing market share and future earnings power.
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€53.00
FV
6.8% overvalued intrinsic discount
1.15%
Revenue growth p.a.
0users have liked this narrative
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0users have followed this narrative
26 days ago author updated this narrative
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Brenntag
KG
kgmaik89
Community Contributor

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.
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€80.94
FV
30.1% undervalued intrinsic discount
5.00%
Revenue growth p.a.
0users have liked this narrative
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1users have followed this narrative
12 months ago author updated this narrative
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Brenntag
AN
AnalystHighTarget
AnalystHighTarget
Consensus Narrative from 15 Analysts

Asia-Pacific Expansion And Digitalization Will Redefine Chemical Distribution

Key Takeaways Accelerated cost-saving initiatives, pricing power, and digitalization are driving higher margins, market share gains, and operational efficiency across Brenntag's divisions. Expanding in high-growth regions and leveraging compliance expertise strengthens topline growth, customer retention, and high-margin sustainability offerings amid increasing market complexity.
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€85.00
FV
33.4% undervalued intrinsic discount
4.82%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
2 days ago author updated this narrative
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Brenntag SE Competitors

Price History & Performance

Summary of share price highs, lows and changes for Brenntag
Historical stock prices
Current Share Price€56.60
52 Week High€68.92
52 Week Low€51.70
Beta0.73
1 Month Change-5.67%
3 Month Change0.89%
1 Year Change-11.09%
3 Year Change-11.81%
5 Year Change10.03%
Change since IPO214.44%

Recent News & Updates

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

Recent updates

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

Brenntag (ETR:BNR) Has A Somewhat Strained Balance Sheet

Apr 06
Brenntag (ETR:BNR) Has A Somewhat Strained Balance Sheet

An Intrinsic Calculation For Brenntag SE (ETR:BNR) Suggests It's 48% Undervalued

Mar 20
An Intrinsic Calculation For Brenntag SE (ETR:BNR) Suggests It's 48% Undervalued

Is There Now An Opportunity In Brenntag SE (ETR:BNR)?

Feb 18
Is There Now An Opportunity In Brenntag SE (ETR:BNR)?

With Brenntag SE (ETR:BNR) It Looks Like You'll Get What You Pay For

Jan 20
With Brenntag SE (ETR:BNR) It Looks Like You'll Get What You Pay For
author-image

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.

Brenntag SE Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Nov 15
Brenntag SE Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Investors Met With Slowing Returns on Capital At Brenntag (ETR:BNR)

Oct 30
Investors Met With Slowing Returns on Capital At Brenntag (ETR:BNR)

Does Brenntag (ETR:BNR) Have A Healthy Balance Sheet?

Sep 24
Does Brenntag (ETR:BNR) Have A Healthy Balance Sheet?

Brenntag SE (ETR:BNR) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year

Aug 16
Brenntag SE (ETR:BNR) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year

Shareholder Returns

BNRDE Trade DistributorsDE Market
7D0.3%0.7%-0.5%
1Y-11.1%-7.8%17.0%

Return vs Industry: BNR underperformed the German Trade Distributors industry which returned -9.4% over the past year.

Return vs Market: BNR underperformed the German Market which returned 16.7% over the past year.

Price Volatility

Is BNR's price volatile compared to industry and market?
BNR volatility
BNR Average Weekly Movement3.8%
Trade Distributors Industry Average Movement4.9%
Market Average Movement5.2%
10% most volatile stocks in DE Market11.8%
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 (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
187418,100Christian Kohlpaintnerwww.brenntag.com

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.

Brenntag SE Fundamentals Summary

How do Brenntag's earnings and revenue compare to its market cap?
BNR fundamental statistics
Market cap€8.17b
Earnings (TTM)€529.20m
Revenue (TTM)€16.31b
15.4x
P/E Ratio
0.5x
P/S Ratio

Is BNR overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BNR income statement (TTM)
Revenue€16.31b
Cost of Revenue€12.25b
Gross Profit€4.06b
Other Expenses€3.53b
Earnings€529.20m

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

Aug 13, 2025

Earnings per share (EPS)3.67
Gross Margin24.91%
Net Profit Margin3.25%
Debt/Equity Ratio60.1%

How did BNR perform over the long term?

See historical performance and comparison

Dividends

3.7%
Current Dividend Yield
57%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/15 07:16
End of Day Share Price 2025/07/15 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

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 39 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
Eric WilmerABN AMRO Bank N.V.
Alejandro AcostaAlezor Research
Christian ObstBaader Helvea Equity Research