Loading...
DSFIR logo

DSM-Firmenich AGENXTAM:DSFIR Stock Report

Market Cap €17.8b
Share Price
€71.50
€79.82
10.4% undervalued intrinsic discount
1Y-26.6%
7D8.3%
1D
Portfolio Value
View

DSM-Firmenich AG

ENXTAM:DSFIR Stock Report

Market Cap: €17.8b

DSM-Firmenich (DSFIR) Stock Overview

Provides nutrition, health, and beauty solutions in Switzerland, the Netherlands, rest of Europe, the Middle East and Africa, North America, Latin America, China, and rest of Asia. More details

DSFIR fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance1/6
Financial Health6/6
Dividends1/6

DSFIR Community Fair Values

Create Narrative

See what 49 others think this stock is worth. Follow their fair value or set your own to get alerts.

DSM-Firmenich AG Competitors

Price History & Performance

Summary of share price highs, lows and changes for DSM-Firmenich
Historical stock prices
Current Share Price€71.50
52 Week High€99.92
52 Week Low€55.22
Beta0.54
1 Month Change11.09%
3 Month Change16.94%
1 Year Change-26.62%
3 Year Change-35.38%
5 Year Changen/a
Change since IPO-39.28%

Recent News & Updates

Narrative Update May 09

DSFIR: Share Buyback Plan Will Support Re Rating Despite Mixed Earnings Views

DSM-Firmenich's updated analyst price target moves from €100.84 to €98.08, as analysts factor in slightly higher revenue growth and profit margin assumptions, along with a marginally higher discount rate and a lower future P/E, echoing recent mixed revisions across the Street. Analyst Commentary Recent research shows a mix of price target cuts and one later upward revision, which points to differing views on how quickly DSM-Firmenich can execute on its plans and how the current valuation lines up with earnings expectations.
Narrative Update Apr 21

DSFIR: Share Buyback And Execution Discipline Will Support Future Re Rating

The analyst price target for DSM-Firmenich has been trimmed by around €2 to €79.82, reflecting analysts' recalibrated fair value assumptions after several recent target cuts and rating changes across the Street. Analyst Commentary Recent research updates on DSM-Firmenich point to a more cautious stance on valuation, with several firms revising price targets and ratings while still highlighting selective areas of support for the equity story.
Narrative Update Apr 06

DSFIR: Share Buyback Plan Will Support Re Rating Despite Earnings Headwinds

The analyst price target for DSM-Firmenich is now more closely aligned with the recent Street range, moving from about €146 to roughly €101 as analysts factor in lower target prices, a slightly higher discount rate, and a more conservative future P/E multiple, despite updated revenue growth assumptions. Analyst Commentary Recent Street research on DSM-Firmenich centers on lower price targets and ratings changes, with analysts reassessing assumptions around earnings, consumer demand, and currency effects.

Recent updates

Narrative Update May 09

DSFIR: Share Buyback Plan Will Support Re Rating Despite Mixed Earnings Views

DSM-Firmenich's updated analyst price target moves from €100.84 to €98.08, as analysts factor in slightly higher revenue growth and profit margin assumptions, along with a marginally higher discount rate and a lower future P/E, echoing recent mixed revisions across the Street. Analyst Commentary Recent research shows a mix of price target cuts and one later upward revision, which points to differing views on how quickly DSM-Firmenich can execute on its plans and how the current valuation lines up with earnings expectations.
Narrative Update Apr 21

DSFIR: Share Buyback And Execution Discipline Will Support Future Re Rating

The analyst price target for DSM-Firmenich has been trimmed by around €2 to €79.82, reflecting analysts' recalibrated fair value assumptions after several recent target cuts and rating changes across the Street. Analyst Commentary Recent research updates on DSM-Firmenich point to a more cautious stance on valuation, with several firms revising price targets and ratings while still highlighting selective areas of support for the equity story.
Narrative Update Apr 06

DSFIR: Share Buyback Plan Will Support Re Rating Despite Earnings Headwinds

The analyst price target for DSM-Firmenich is now more closely aligned with the recent Street range, moving from about €146 to roughly €101 as analysts factor in lower target prices, a slightly higher discount rate, and a more conservative future P/E multiple, despite updated revenue growth assumptions. Analyst Commentary Recent Street research on DSM-Firmenich centers on lower price targets and ratings changes, with analysts reassessing assumptions around earnings, consumer demand, and currency effects.
Narrative Update Mar 23

DSFIR: Share Buyback And Market Share Defense Will Support Future Re Rating

DSM-Firmenich's analyst price target has been reduced by around €1.70 to €81.60, reflecting a series of recent target cuts and downgrades from banks as analysts factor in softer earnings expectations and a slightly lower profit margin outlook. Analyst Commentary Recent research updates show a clear reset in expectations for DSM-Firmenich, with several banks cutting price targets and some shifting to more neutral ratings as they reassess earnings power and valuation.
Narrative Update Mar 09

DSFIR: Market Share Defense Will Offset Softer U.S. Demand And Currency Headwinds

We trim our fair value estimate for DSM-Firmenich to €83.30 from €96.62, reflecting a lower blended price target as analysts factor in softer U.S. consumer confidence, currency headwinds, and more muted medium term growth expectations, despite still supportive views from some houses. Analyst Commentary Recent Street research on DSM-Firmenich points to a more cautious stance on the shares, with several price target cuts and rating changes feeding into the reduced fair value estimate.
Narrative Update Feb 22

DSFIR: Softer U.S. Demand And Full Valuation Will Shape Future Margin Resilience

Analysts have trimmed their fair value estimate for DSM-Firmenich to €67 from €70, reflecting lower price targets and more cautious earnings assumptions tied to softer U.S. consumer confidence, currency headwinds, and what they describe as a full valuation with limited EBITDA growth visibility into 2026. Analyst Commentary Recent Street research has turned more cautious on DSM-Firmenich, with several bearish analysts trimming price targets and moving to more neutral stances.
Narrative Update Feb 08

DSFIR: Chinese Competition And Commoditization Risks Will Shape Future Margin Resilience

Analysts have reduced their fair value estimate for DSM-Firmenich to €70.00 from €71.89, reflecting lower price targets and more cautious views on growth potential and competitive pressures highlighted in recent research updates. Analyst Commentary Recent research has turned more cautious, with several bearish analysts trimming price targets and, in some cases, downgrading their stance on DSM-Firmenich.
Narrative Update Jan 25

DSFIR: Market Share Defense Will Counter Rising European Commoditization Risk

The analyst fair value estimate for DSM-Firmenich has been reduced from €100.20 to €96.62, as analysts factor in lower assumed revenue growth and profit margins, slightly higher discount rates, and recent Street research highlighting full valuation, limited EBITDA growth prospects in 2026, and rising commoditization risks in European consumer ingredients. Analyst Commentary Recent Street research on DSM-Firmenich points to a more balanced view of the shares, with several firms trimming price targets and some shifting to more neutral stances.
Narrative Update Jan 10

DSFIR: Market Share Defense Will Offset European Commoditization And Chinese Pricing Pressures

We have trimmed our fair value estimate for DSM-Firmenich from €102.00 to €100.20, reflecting analysts' lower price targets, slightly higher discount rate assumptions, and more cautious profit margin expectations, even as they factor in revised longer term revenue growth and P/E inputs. Analyst Commentary Recent Street research on DSM-Firmenich has turned more mixed, with several firms trimming price targets and shifting ratings as they reassess upside versus execution risks.
Narrative Update Dec 14

DSFIR Commoditization And Chinese Competition Will Shape Future Margin Resilience Narrative

Analysts have reduced their average price target for DSM-Firmenich by roughly EUR 15, reflecting heightened concern over commoditization risks in European consumer ingredients, as well as intensifying competitive and pricing pressures from China. Analyst Commentary Bearish analysts have increasingly framed the recent wave of price target cuts as a reassessment of DSM-Firmenich's near term earnings power, with lower expectations for margin resilience in consumer ingredients.
Narrative Update Nov 29

DSFIR: Market Share Defense Will Overcome Mounting European Competition Risks

Analysts have reduced their price targets for DSM-Firmenich by notable amounts, with recent estimates moving downward. Concerns about increased competition and pricing pressure are weighing on sentiment.
Analysis Article Nov 26

DSM-Firmenich AG's (AMS:DSFIR) Shareholders Might Be Looking For Exit

When close to half the companies in the Chemicals industry in the Netherlands have price-to-sales ratios (or "P/S...
Narrative Update Nov 15

DSFIR: Competitive Risks Will Ease As European Pricing Pressure Moderates

The analyst fair value target for DSM-Firmenich has been lowered from €105.70 to €102.00. Analysts cite concerns about increased commoditization risks, competitive pressure, and adjustments to growth and profitability outlooks.
Narrative Update Nov 01

DSFIR: Resilient Consumer Health Demand Will Drive Performance Amid Pricing Pressure

Analysts have reduced their price target for DSM-Firmenich from €108.45 to €105.70. They cite slightly lower revenue growth expectations and modest adjustments to valuation assumptions as the reasons for this change.
Analysis Article Oct 19

Is It Time To Consider Buying DSM-Firmenich AG (AMS:DSFIR)?

Today we're going to take a look at the well-established DSM-Firmenich AG ( AMS:DSFIR ). The company's stock received a...
Narrative Update Oct 18

Health And Bio-Based Trends Will Drive Future Success

The fair value estimate for DSM-Firmenich has been slightly reduced from €108.95 to €108.45. This change reflects updated analyst projections citing modest adjustments to revenue growth and profit margin expectations.
Narrative Update Oct 04

Health And Bio-Based Trends Will Drive Future Success

Analysts have lowered their price target for DSM-Firmenich from €114.65 to €108.95. They cite reduced expectations for revenue growth and a higher discount rate, despite a marginal improvement in profit margins and future valuation metrics.
Analysis Article Sep 28

DSM-Firmenich (AMS:DSFIR) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Narrative Update Sep 19

Health And Bio-Based Trends Will Drive Future Success

Consensus price targets for DSM-Firmenich have been revised downward due to persistent earnings headwinds, weaker-than-expected Nutrition demand, and margin pressures from currency and input costs, partially offset by confidence in long-term synergies and portfolio optimization, resulting in a new fair value of €114.65 (down from €117.70). Analyst Commentary Bearish analysts point to persistent earnings headwinds and industry-wide pricing pressure driving down near-term profitability.
Narrative Update Sep 04

Health And Bio-Based Trends Will Drive Future Success

With both the future P/E ratio and consensus revenue growth forecasts remaining essentially unchanged, analysts have maintained DSM-Firmenich’s fair value estimate at €117.70. What's in the News DSM-Firmenich launched Lacteol® diarrhEase™ Kids, a top pediatrician-recommended postbiotic for children as young as six months, in the U.S. market.
Analysis Article Aug 05

The DSM-Firmenich AG (AMS:DSFIR) Half-Yearly Results Are Out And Analysts Have Published New Forecasts

DSM-Firmenich AG ( AMS:DSFIR ) shareholders are probably feeling a little disappointed, since its shares fell 5.1% to...
Analysis Article Aug 02

DSM-Firmenich AG (AMS:DSFIR) Shares Could Be 40% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for DSM-Firmenich is €136 based on 2 Stage Free Cash Flow to Equity...
Analysis Article Jul 11

Is It Too Late To Consider Buying DSM-Firmenich AG (AMS:DSFIR)?

Let's talk about the popular DSM-Firmenich AG ( AMS:DSFIR ). The company's shares received a lot of attention from a...
Analysis Article Jun 15

Pinning Down DSM-Firmenich AG's (AMS:DSFIR) P/S Is Difficult Right Now

DSM-Firmenich AG's ( AMS:DSFIR ) price-to-sales (or "P/S") ratio of 2x may not look like an appealing investment...
User avatar
New Narrative Feb 23

Focusing On Taste, Texture, And Health Will Strengthen Future Prospects

The merger of DSM and Firmenich focuses on high-growth segments, enhancing revenue through synergies and achieving significant earnings improvements.

Shareholder Returns

DSFIRNL ChemicalsNL Market
7D8.3%7.2%4.9%
1Y-26.6%-22.6%33.4%

Return vs Industry: DSFIR underperformed the Dutch Chemicals industry which returned -22.8% over the past year.

Return vs Market: DSFIR underperformed the Dutch Market which returned 28.4% over the past year.

Price Volatility

Is DSFIR's price volatile compared to industry and market?
DSFIR volatility
DSFIR Average Weekly Movement4.4%
Chemicals Industry Average Movement4.2%
Market Average Movement4.7%
10% most volatile stocks in NL Market7.7%
10% least volatile stocks in NL Market2.7%

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

Volatility Over Time: DSFIR's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
190226,873Dimitri de Vreezewww.dsm-firmenich.com

DSM-Firmenich AG provides nutrition, health, and beauty solutions in Switzerland, the Netherlands, rest of Europe, the Middle East and Africa, North America, Latin America, China, and rest of Asia. The company operates through four segments: Perfumery & Beauty; Taste, Texture & Health; Health, Nutrition & Care; and Animal Nutrition & Health. The Perfumery & Beauty creates scents using natural, synthetic, and biotech ingredients.

DSM-Firmenich AG Fundamentals Summary

How do DSM-Firmenich's earnings and revenue compare to its market cap?
DSFIR fundamental statistics
Market cap€17.84b
Earnings (TTM)€274.00m
Revenue (TTM)€9.03b
65.1x
P/E Ratio
2.0x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
DSFIR income statement (TTM)
Revenue€9.03b
Cost of Revenue€5.50b
Gross Profit€3.53b
Other Expenses€3.26b
Earnings€274.00m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

Jul 30, 2026

Earnings per share (EPS)1.10
Gross Margin39.07%
Net Profit Margin3.03%
Debt/Equity Ratio26.1%

How did DSFIR perform over the long term?

See historical performance and comparison

Dividends

3.5%
Current Dividend Yield
237%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/22 06:03
End of Day Share Price 2026/05/22 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

DSM-Firmenich AG is covered by 43 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jennifer BarkerBarclays
Alexander SloaneBarclays
Sebastian BrayBerenberg