Brenntag (BNR) Hisse Özeti
Brenntag SE, Almanya, Amerika Birleşik Devletleri, Birleşik Krallık, Çin, Kanada, İtalya, Polonya, Fransa ve uluslararası alanda kimyasal madde ve bileşenlerin dağıtımını yapmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 4/6 |
Ödüller
Risk Analizi
BNR Community Fair Values
Create NarrativeSee what 35 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
€80.94
FV
34.3% değerinin altında içsel indirim5.00%
Revenue growth p.a.
32
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
Brenntag SE Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | €53.18 |
| 52 Haftanın En Yüksek Seviyesi | €63.76 |
| 52 Haftanın En Düşük Seviyesi | €43.72 |
| Beta | 0.51 |
| 1 Aylık Değişim | -5.94% |
| 3 Aylık Değişim | -7.61% |
| 1 Yıllık Değişim | -6.04% |
| 3 Yıllık Değişim | -24.93% |
| 5 Yıllık Değişim | -32.53% |
| Halka arzdan bu yana değişim | 195.44% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Jun 22
BNR: Easing Pricing Tailwinds Will Pressure Margins And Limit Upside Potential
The analyst price target for Brenntag has been reduced by €10 to €57. Analysts are factoring in Brenntag's exposure to easing pricing tailwinds in certain regions, while also noting relatively resilient demand and a steadier pricing backdrop compared with some peers.Anlatı Güncellemesi • Jun 06
BNR: Resilient Demand Expectations Will Still Leave Execution Risks In Focus
The analyst fair value estimate for Brenntag has increased from €42.00 to €44.00, reflecting higher price targets from analysts, including recent upgrades that cite more resilient second half demand and a smaller expected price roll off compared with peers. Analyst Commentary Recent research on Brenntag shows a mix of optimism and caution.
Anlatı Güncellemesi • May 23
BNR: Resilient Demand And Higher Discount Rate Will Shape Fairly Balanced Outlook
The analyst price target for Brenntag has shifted from roughly €53.86 to about €56.43. Analysts cite more resilient second half demand, a smaller price roll off versus peers, and recent rating and target increases from several firms as key drivers of the change.Anlatı Güncellemesi • May 01
BNR: Higher Discount Rate And Lower P E May Cap Share Price
Analysts have trimmed their Brenntag price target slightly from about €54.50 to roughly €53.86. This reflects updates to assumptions on discount rate, revenue growth, profit margin and future P/E following recent UBS and Deutsche Bank research.Recent updates
Anlatı Güncellemesi • Jun 22
BNR: Easing Pricing Tailwinds Will Pressure Margins And Limit Upside Potential
The analyst price target for Brenntag has been reduced by €10 to €57. Analysts are factoring in Brenntag's exposure to easing pricing tailwinds in certain regions, while also noting relatively resilient demand and a steadier pricing backdrop compared with some peers.Anlatı Güncellemesi • Jun 06
BNR: Resilient Demand Expectations Will Still Leave Execution Risks In Focus
The analyst fair value estimate for Brenntag has increased from €42.00 to €44.00, reflecting higher price targets from analysts, including recent upgrades that cite more resilient second half demand and a smaller expected price roll off compared with peers. Analyst Commentary Recent research on Brenntag shows a mix of optimism and caution.Anlatı Güncellemesi • May 23
BNR: Resilient Demand And Higher Discount Rate Will Shape Fairly Balanced Outlook
The analyst price target for Brenntag has shifted from roughly €53.86 to about €56.43. Analysts cite more resilient second half demand, a smaller price roll off versus peers, and recent rating and target increases from several firms as key drivers of the change.Anlatı Güncellemesi • May 01
BNR: Higher Discount Rate And Lower P E May Cap Share Price
Analysts have trimmed their Brenntag price target slightly from about €54.50 to roughly €53.86. This reflects updates to assumptions on discount rate, revenue growth, profit margin and future P/E following recent UBS and Deutsche Bank research.
Anlatı Güncellemesi • Apr 15
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.Anlatı Güncellemesi • Apr 01
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.Anlatı Güncellemesi • Mar 18
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.Anlatı Güncellemesi • Mar 04
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.Anlatı Güncellemesi • Feb 18
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.Anlatı Güncellemesi • Feb 03
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.Anlatı Güncellemesi • Jan 20
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.Anlatı Güncellemesi • Jan 06
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.Analiz Makalesi • Dec 31
Is There An Opportunity With Brenntag SE's (ETR:BNR) 49% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Brenntag fair value estimate is €96.93 Current share price of...Anlatı Güncellemesi • Dec 18
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.Anlatı Güncellemesi • Dec 04
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.Analiz Makalesi • Nov 29
Here's Why Brenntag (ETR:BNR) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Anlatı Güncellemesi • Nov 20
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.Analiz Makalesi • Nov 09
Brenntag SE's (ETR:BNR) Shares May Have Run Too Fast Too Soon
It's not a stretch to say that Brenntag SE's ( ETR:BNR ) price-to-earnings (or "P/E") ratio of 15.8x right now seems...Anlatı Güncellemesi • Nov 05
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.Anlatı Güncellemesi • Oct 22
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.Anlatı Güncellemesi • Oct 08
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.Analiz Makalesi • Sep 20
Return Trends At Brenntag (ETR:BNR) Aren't Appealing
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Anlatı Güncellemesi • Sep 05
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.Analiz Makalesi • Aug 15
Earnings Miss: Brenntag SE Missed EPS By 64% And Analysts Are Revising Their Forecasts
XTRA:BNR 1 Year Share Price vs Fair Value Explore Brenntag's Fair Values from the Community and select yours Brenntag...Analiz Makalesi • Jul 17
We Think Brenntag (ETR:BNR) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Yeni Anlatı • Nov 25
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.Hissedar Getirileri
| BNR | DE Trade Distributors | DE Pazar | |
|---|---|---|---|
| 7D | -0.6% | -0.6% | -2.4% |
| 1Y | -6.0% | -4.5% | -0.6% |
Getiri vs. Endüstri: BNR geçen yıl % -4.5 oranında getiri sağlayan German Trade Distributors sektörünün gerisinde kaldı.
Getiri vs Piyasa: BNR geçen yıl % -0.6 oranında getiri sağlayan German Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| BNR volatility | |
|---|---|
| BNR Average Weekly Movement | 3.3% |
| Trade Distributors Industry Average Movement | 5.3% |
| Market Average Movement | 5.7% |
| 10% most volatile stocks in DE Market | 13.3% |
| 10% least volatile stocks in DE Market | 2.8% |
İstikrarlı Hisse Senedi Fiyatı: BNR son 3 ayda German piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: BNR 'nin haftalık oynaklığı ( 3% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1874 | 17,300 | Jens Birgersson | www.brenntag.com |
Brenntag SE, Almanya, Amerika Birleşik Devletleri, Birleşik Krallık, Çin, Kanada, İtalya, Polonya, Fransa'da ve uluslararası alanda kimyasalların ve bileşenlerin dağıtımını yapmaktadır. Brenntag Essentials ve Brenntag Specialties olmak üzere iki segmentte faaliyet göstermektedir. Şirket, tam zamanında teslimat, ürün karıştırma, harmanlama, yeniden paketleme, envanter yönetimi ve varil iade işlemlerinin yanı sıra uygulama, pazarlama ve tedarik zinciri çözümleri, teknik ve formülasyon desteği, kapsamlı mevzuat bilgisi ve dijital satış kanalları ve ürün platformları gibi dijital çözümler sunmaktadır.
Brenntag SE Temel Bilgiler Özeti
| BNR temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | €7.69b |
| Kazançlar(TTM) | €227.60m |
| Gelir(TTM) | €14.76b |
33.7x
F/K Oranı0.5x
P/S OranıBNR aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| BNR gelir tablosu (TTM) | |
|---|---|
| Gelir | €14.76b |
| Gelir Maliyeti | €11.00b |
| Brüt Kâr | €3.76b |
| Diğer Giderler | €3.53b |
| Kazançlar | €227.60m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Aug 12, 2026
| Hisse başına kazanç (EPS) | 1.58 |
| Brüt Marj | 25.48% |
| Net Kâr Marjı | 1.54% |
| Borç/Özkaynak Oranı | 62.2% |
BNR uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
3.6%
Mevcut Temettü Verimi120%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/30 17:26 |
| Gün Sonu Hisse Fiyatı | 2026/06/30 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Brenntag SE 29 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Volker Bosse | Baader Helvea Equity Research |
| Gaurav Jain | Barclays |
| James Stewart | Barclays |