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Essity AB (publ)OM:ESSITY B Aktierapport

Marknadsvärde SEK 179.8b
Aktiekurs
SEK 260.00
SEK 266.21
2.3% undervärderad intrinsisk rabatt
1Y-7.8%
7D2.6%
1D
Portföljens värde
Utsikt

Essity AB (publ)

OM:ESSITY B Aktierapport

Börsvärde: SEK 179.8b

Essity (ESSITY B) Aktievy

Essity AB (publ) utvecklar, producerar och säljer hygien- och hälsoprodukter samt tjänster i Europa, Nord- och Latinamerika, Asien och internationellt. Mer information

ESSITY B fundamental analys
Snöflinga Score
Värdering5/6
Framtida tillväxt2/6
Tidigare resultat3/6
Finansiell hälsa6/6
Utdelningar3/6

ESSITY B Community Fair Values

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See what 31 others think this stock is worth. Follow their fair value or set your own to get alerts.

Essity AB (publ) Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Essity
Historiska aktiekurser
Aktuell aktiekursSEK 260.00
52 veckors högstaSEK 293.10
52 veckors lägstaSEK 236.10
Beta0.37
1 månads förändring5.73%
3 månaders förändring-9.50%
1 års förändring-7.80%
3 års förändring-10.65%
5 års förändring-9.44%
Förändring sedan börsintroduktionen4.63%

Senaste nyheter och uppdateringar

Uppdatering av berättelse May 20

ESSITY B: Ongoing Pricing Roll Off Will Continue To Pressure Sentiment

Essity's analyst price targets have been trimmed again, with recent SEK cuts from multiple banks leaving the updated fair value at SEK 215.00. Analysts are factoring in ongoing pricing roll off and limited signs of stabilization in weaker categories.
Uppdatering av berättelse May 05

ESSITY B: Pricing Roll Off And JPMorgan Downgrade Will Pressure Sentiment

Essity's analyst fair value estimate has shifted from SEK 220.0 to SEK 215.0 as analysts factor in a slightly higher discount rate, updated views on revenue growth and margins, and a series of recent SEK price target cuts from major banks. Analyst Commentary Recent Street research on Essity has tilted more cautious, with several bearish analysts cutting SEK price targets and, in one case, JPMorgan moving to a more negative stance on the stock.
Uppdatering av berättelse Apr 21

ESSITY B: Neutral Stance As Pricing Roll Off And Categories Remain Mixed

Essity's analyst price target has been trimmed from about SEK 278 to SEK 266, as analysts factor in updated estimates, pricing roll off, and limited signs of stabilisation in weaker categories. Analyst Commentary Recent Street research on Essity has tilted cautious, with a series of price target cuts and at least one downgrade, as analysts refresh models following the FY25 results and updated outlook for 2026.
Uppdatering av berättelse Apr 06

ESSITY B: Pricing Roll Off Into 2026 Will Keep Sentiment Cautious

Essity's analyst fair value has been trimmed from SEK 235.0 to SEK 220.0 as analysts factor in recent price target cuts, as well as ongoing concerns around pricing roll off and weaker categories showing limited signs of stabilizing. Analyst Commentary Recent Street research around Essity has leaned cautious, with several bearish analysts trimming price targets and revisiting their assumptions after the latest FY25 results.
Uppdatering av berättelse Mar 22

ESSITY B: Pricing Roll Off And Weaker Categories Will Keep Sentiment Cautious

Essity's analyst price target has been trimmed by around SEK 15 to SEK 252, as analysts factor in updated FY25 results, ongoing pricing roll off into 2026, and limited signs of stabilization in some weaker categories. Analyst Commentary Recent Street research has tilted more cautious on Essity, with several bearish analysts trimming price targets and rethinking their stance on the shares.

Recent updates

Uppdatering av berättelse May 20

ESSITY B: Ongoing Pricing Roll Off Will Continue To Pressure Sentiment

Essity's analyst price targets have been trimmed again, with recent SEK cuts from multiple banks leaving the updated fair value at SEK 215.00. Analysts are factoring in ongoing pricing roll off and limited signs of stabilization in weaker categories.
Uppdatering av berättelse May 05

ESSITY B: Pricing Roll Off And JPMorgan Downgrade Will Pressure Sentiment

Essity's analyst fair value estimate has shifted from SEK 220.0 to SEK 215.0 as analysts factor in a slightly higher discount rate, updated views on revenue growth and margins, and a series of recent SEK price target cuts from major banks. Analyst Commentary Recent Street research on Essity has tilted more cautious, with several bearish analysts cutting SEK price targets and, in one case, JPMorgan moving to a more negative stance on the stock.
Uppdatering av berättelse Apr 21

ESSITY B: Neutral Stance As Pricing Roll Off And Categories Remain Mixed

Essity's analyst price target has been trimmed from about SEK 278 to SEK 266, as analysts factor in updated estimates, pricing roll off, and limited signs of stabilisation in weaker categories. Analyst Commentary Recent Street research on Essity has tilted cautious, with a series of price target cuts and at least one downgrade, as analysts refresh models following the FY25 results and updated outlook for 2026.
Uppdatering av berättelse Apr 06

ESSITY B: Pricing Roll Off Into 2026 Will Keep Sentiment Cautious

Essity's analyst fair value has been trimmed from SEK 235.0 to SEK 220.0 as analysts factor in recent price target cuts, as well as ongoing concerns around pricing roll off and weaker categories showing limited signs of stabilizing. Analyst Commentary Recent Street research around Essity has leaned cautious, with several bearish analysts trimming price targets and revisiting their assumptions after the latest FY25 results.
Uppdatering av berättelse Mar 22

ESSITY B: Pricing Roll Off And Weaker Categories Will Keep Sentiment Cautious

Essity's analyst price target has been trimmed by around SEK 15 to SEK 252, as analysts factor in updated FY25 results, ongoing pricing roll off into 2026, and limited signs of stabilization in some weaker categories. Analyst Commentary Recent Street research has tilted more cautious on Essity, with several bearish analysts trimming price targets and rethinking their stance on the shares.
Uppdatering av berättelse Mar 08

ESSITY B: Neutral View Balances Pricing Pressure With Firmer Margin Expectations

Narrative update on Essity Essity's analyst price target has edged down by SEK 4.71, with analysts citing slightly higher discount rates, softer revenue growth assumptions, and lower future P/E expectations, partly offset by firmer margin assumptions and recent Street research pointing to pricing pressure and weaker categories that show limited signs of stabilizing. Analyst Commentary Recent Street research on Essity has turned more cautious, with several houses trimming price targets or downgrading their stance.
Uppdatering av berättelse Feb 22

ESSITY B: Capital Returns And Sector Rebound Potential Will Drive Future Upside

Analysts have trimmed their Essity fair value estimate to SEK 320 from SEK 325, reflecting recent downgrades and a view that sector valuations may stay cheap despite only modest adjustments to growth, margin and P/E assumptions. Analyst Commentary Recent Street research has tilted more cautious on Essity, with fair value estimates and price targets pointing to a muted near term setup for the shares.
Uppdatering av berättelse Feb 08

ESSITY B: Cautious Rating Shifts Will Keep Multiples Compressed

Analysts have nudged their fair value estimate for Essity up from SEK 230 to SEK 235. This reflects updated views on its model and mixed recent research that includes both price target increases and downgrades to more cautious ratings.
Uppdatering av berättelse Jan 24

ESSITY B: Dividend And Buybacks Will Support Future Upside Potential

Analysts have kept their fair value estimate for Essity steady at SEK 325, with updated models that balance a higher assumed revenue growth rate against slightly lower profit margin expectations, as well as a modestly higher future P/E informed by recent Street price targets between SEK 267 and SEK 290 and a shift to more neutral ratings. Analyst Commentary Street research around Essity has become more balanced, but there are still clear pockets of optimism that matter if you are trying to gauge how supportive the external view is around the current fair value estimate of SEK 325.
Uppdatering av berättelse Jan 10

ESSITY B: Neutral Stance Will Meet Cost Savings And Decentralization Plan

Essity’s analyst fair value estimate has edged up from SEK 281.08 to SEK 282.29, reflecting modest model updates and mixed Street views as some analysts trim ratings and set price targets in the SEK 267 to SEK 290 range, while still seeing the shares as reasonably valued within staples. Analyst Commentary Recent research updates on Essity point to a mixed but generally balanced stance, with modest tweaks to models and price targets rather than big swings in conviction.
Uppdatering av berättelse Dec 26

ESSITY B: Margin Discipline And Cost Savings Will Drive Future Upside Potential

Analysts have made only modest adjustments to their SEK price targets for Essity, with a small net decrease as updated post Q3 models reflect slightly softer long term revenue growth and margins, partially offset by expectations for a marginally higher future P/E multiple. Analyst Commentary Bullish analysts continue to view Essity's Q3 delivery as broadly supportive of the equity story, with updated models signaling confidence in the company’s ability to defend margins and gradually reaccelerate growth.
Uppdatering av berättelse Dec 12

ESSITY B: Margin And Cost Savings Progress Will Support Upside Potential

Analysts have trimmed their fair value estimate for Essity to SEK 325 from SEK 330, reflecting a slightly higher assumed discount rate, even as they factor in marginally stronger long term revenue growth, improved profit margins, and a modestly lower future P E multiple following recent Street target revisions. Analyst Commentary Recent Street research reflects a more constructive stance on Essity's medium term prospects, with bullish analysts incrementally lifting price targets and refining their models following the Q3 report.
Uppdatering av berättelse Oct 22

Analysts Cite Trough Valuation and Limited Catalysts as Essity Price Targets Edge Lower

Analysts have slightly decreased their price target for Essity, lowering it by approximately SEK 1. This adjustment reflects a continued cautious outlook as recent research points to limited immediate catalysts for the shares.
Uppdatering av berättelse Oct 08

Demand In Feminine Care And Incontinence Will Expand Internationally

Analysts have lowered their fair value target for Essity from SEK 285.25 to SEK 282.33. They cite concerns about structural pressures and a lack of near-term catalysts, even though there are some positive longer-term trends in higher margin segments.
Uppdatering av berättelse Sep 24

Demand In Feminine Care And Incontinence Will Expand Internationally

Essity's consensus price target was revised slightly lower to SEK285.25 amid sector-wide pressures, a shift toward higher-margin segments lacking near-term catalysts, and concerns over potential sales shortfalls. Analyst Commentary Analysts see Essity trading at a trough valuation as it shifts focus away from tissue towards higher-margin segments, but lack near-term catalysts for upward share price movement.
User avatar
Ny berättelse Nov 07

Consumer Goods Innovation And Emerging Market Expansion Propel Thriving Growth

Growth in high-margin categories aims to improve net margins and profitability through stronger product mix and pricing strategies.

Aktieägarnas avkastning

ESSITY BSE Household ProductsSE Marknad
7D2.6%2.3%1.3%
1Y-7.8%-5.6%13.4%

Avkastning vs industri: ESSITY B presterade sämre än Swedish Household Products branschen som gav -5.6 % under det senaste året.

Avkastning vs Marknaden: ESSITY B presterade sämre än Swedish marknaden som gav 13.4 % under det senaste året.

Prisvolatilitet

Is ESSITY B's price volatile compared to industry and market?
ESSITY B volatility
ESSITY B Average Weekly Movement3.0%
Household Products Industry Average Movement4.3%
Market Average Movement6.3%
10% most volatile stocks in SE Market13.4%
10% least volatile stocks in SE Market3.7%

Stabil aktiekurs: ESSITY B har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för Swedish.

Volatilitet över tid: ESSITY B s veckovolatilitet ( 3% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
184936,000Ulrika Kolsrudwww.essity.com

Essity AB (publ) utvecklar, producerar och säljer hygien- och hälsoprodukter samt tjänster i Europa, Nord- och Latinamerika, Asien och internationellt. Bolaget är verksamt inom tre segment: Health & Medical, Consumer Goods och Professional Hygiene. Segmentet Health & Medical erbjuder inkontinensprodukter, sårvård, kompressionsbehandling, ortopedi, hudvårdsprodukter, våtservetter, tvätthandskar och digitala lösningar med sensorteknik under varumärkena TENA, Leukoplast, JOBST, Actimove, Cutimed, Delta-Cast, AquaCast Liner och Hydrofera till anhörigvårdare, professionella vårdgivare, patienter och konsumenter via apotek, butiker för medicintekniska produkter, sjukhus, distributörer, vårdinrättningar och e-handel.

Essity AB (publ) Sammanfattning av grunderna

Hur förhåller sig Essity:s resultat och omsättning till dess börsvärde?
ESSITY B grundläggande statistik
BörsvärdeSEK 179.77b
Vinst(TTM)SEK 12.47b
Intäkter(TTM)SEK 136.70b
14.2x
P/E-förhållande
1.3x
P/S-förhållande

Är ESSITY B övervärderat?

Se Verkligt värde och värderingsanalys

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
ESSITY B resultaträkning (TTM)
IntäkterSEK 136.70b
Kostnad för intäkterSEK 90.94b
BruttovinstSEK 45.75b
Övriga kostnaderSEK 33.28b
IntäkterSEK 12.47b

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

Jul 16, 2026

Vinst per aktie (EPS)18.33
Bruttomarginal33.47%
Nettovinstmarginal9.13%
Skuld/egenkapitalförhållande48.0%

Hur har ESSITY B utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

3.4%
Aktuell utdelningsavkastning
48%
Utbetalningskvot

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/28 21:09
Aktiekurs vid dagens slut2026/05/28 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Essity AB (publ) bevakas av 24 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
null nullABG Sundal Collier
Patrick FolanBarclays
Iain SimpsonBarclays