Celanese Corporation

NYSE:CE Stok Raporu

Piyasa değeri: US$4.9b

Celanese Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Celanese kazanç ve gelirin sırasıyla yıllık 51.4% ve 1.4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 53.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 12.9% olacağı tahmin edilmektedir.

Anahtar bilgiler

51.4%

Kazanç büyüme oranı

53.79%

EPS büyüme oranı

Chemicals kazanç büyümesi21.7%
Gelir büyüme oranı1.4%
Gelecekteki özkaynak getirisi12.90%
Analist kapsamı

Good

Son güncelleme04 Sep 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • May 08

Celanese Corporation Just Missed Earnings - But Analysts Have Updated Their Models

It's been a mediocre week for Celanese Corporation ( NYSE:CE ) shareholders, with the stock dropping 14% to US$58.40 in...

Recent updates

Anlatı Güncellemesi • Sep 04

CE: Sustainability Moves And Portfolio Shift Will Shape Balanced Future Potential

Analysts have reduced their price target for Celanese to $45 from $48, reflecting a softer revenue growth outlook, slightly lower profit margins, a small increase in the discount rate, and a modestly higher future P/E assumption. What's in the News for Celanese Celanese agreed to sell an additional 19% stake in its Nutrinova food ingredients joint venture to Mitsui & Co., Ltd., which is expected to generate about US$152 million in cash proceeds and support the company’s deleveraging plans, while Celanese retains an 11% interest in the venture.
Anlatı Güncellemesi • Aug 21

CE: Robot Joint Materials And Free Cash Flow Actions Will Drive Upside

Analysts have lowered their price target for Celanese from about $68.70 to about $63.63, citing updated views on revenue growth, profit margins, and the appropriate future P/E multiple as the main factors behind the change. What’s in the News for Celanese Celanese and VIGOR Precision signed a partnership agreement to develop lightweight plastic joint solutions for humanoid robots, with Celanese supplying high performance plastic materials and technical support.
Anlatı Güncellemesi • Aug 07

CE: Carbon Capture And Bio Based Materials Will Support Future Upside

Analysts have reduced their price target on Celanese to $85 from about $90, citing updated assumptions that now reflect a higher discount rate, more modest revenue growth, a higher profit margin and a lower future P/E multiple. What’s in the News for Celanese Amsterdam District Court dismissed in full a damages claim against Celanese Corporation from Shell Chemicals Europe B.V., along with a related declaratory judgment claim from Repsol entities represented by Stichting Ethylene Claims.
Anlatı Güncellemesi • Jul 23

CE: Sustainability Partnerships And Footprint Shifts Will Shape Balanced Future Potential

Analysts have reduced their fair value estimate for Celanese stock from $64.00 to $48.00. This change reflects updated assumptions for growth, margins, and a lower future P/E multiple in their price target framework.
Seeking Alpha • Jul 22

Celanese: The Discount Is Leverage, Not A Gift

Summary Celanese Corporation is rated hold due to thin equity and a heavy $11.6B net debt load, not undervaluation. CE's current price (~$44.56) aligns with a probability-weighted base case valuation of $41 per share, reflecting balanced bear and bull scenarios. Q1 results show flat gross margin overall, but the Acetyl Chain segment deteriorated while Engineered Materials improved; FCF remains negligible, and debt reduction is reliant on asset sales. Key catalysts are Q2 results, specifically Acetyl Chain's profit step-up and whether free cash flow can fund net debt reduction rather than being offset by interest. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jul 09

CE: Lower Carbon Materials And CCU Adoption Will Support Future Upside

Analysts have raised their price target on Celanese to $68.70 from $51.50, citing updated assumptions that include slightly lower discount rates, higher projected revenue growth, largely stable profit margins, and a higher future P/E multiple. What’s in the News for Celanese Celanese and Siegwerk Druckfarben agreed to collaborate on supplying more sustainable printing ink solutions using Celanese bio-based ethyl acetate with 50% bio-based content, reducing reliance on fossil-derived raw materials.
Anlatı Güncellemesi • Jun 25

CE: Sustainable Materials Partnerships Will Support Future Upside Potential

Analysts kept their $64.00 price target on Celanese steady, citing updated assumptions that now reflect a discount rate of 11.41%, revenue growth of 1.60%, a profit margin of 8.66%, and a forward P/E of 11.29x. They view these assumptions as better aligning the stock with current risk and earnings expectations.
Analiz Makalesi • Jun 20

Celanese (CE) Stock Could Be 70% Undervalued After Recent Share Price Swings

Celanese (CE) has drawn fresh attention after recent share price swings, with the stock down 4% over the past week and about 3% over the past month. This has prompted closer scrutiny of its fundamentals. See our latest analysis for Celanese. Looking beyond the recent pullback, Celanese’s share price return is up 21.35% year to date, while the 1-year total shareholder return is down 4.18%, with longer term total shareholder returns over 3 and 5 years also showing sizeable declines. This mix of...
Anlatı Güncellemesi • Jun 06

CE: Asia Footprint Optimization And Carbon Capture Partnership Will Support Future Upside

Analysts have lifted their fair value estimate for Celanese from $41.00 to $64.00, citing updated assumptions around revenue growth, discount rate, profit margin and future P/E that they believe better reflect the company’s outlook. What's in the News Celanese plans to close its Engineered Materials compounding facility in Ulsan, South Korea, and shift production to existing plants in Nanjing and Shenzhen, China, and Silvassa, India, as part of an effort to optimize its Asia production network and support its "Grow & Fortify" strategy.
Anlatı Güncellemesi • May 10

CE: Carbon Capture Progress And Michigan Tech Expansion Will Support Future Upside

Analysts now see Celanese's fair value at about $90, down from roughly $94. The change reflects slightly adjusted assumptions for revenue growth, profit margin and future P/E, while maintaining a broadly similar risk profile.
Analiz Makalesi • May 08

Celanese Corporation Just Missed Earnings - But Analysts Have Updated Their Models

It's been a mediocre week for Celanese Corporation ( NYSE:CE ) shareholders, with the stock dropping 14% to US$58.40 in...
Anlatı Güncellemesi • Apr 21

CE: Expanded Michigan Technology Hub Will Support A Stronger Long Term Earnings Profile

Analysts have nudged their fair value estimate for Celanese to about $94.43 from roughly $93.94. This reflects updated views on revenue growth, profit margins, the discount rate and a modestly higher future P/E assumption.
Anlatı Güncellemesi • Apr 06

CE: Expanded Technology Hub Will Support A Stronger Long Term Earnings Profile

Analysts have lifted their price target for Celanese from about $91.95 to roughly $93.94, citing updated assumptions for a slightly lower discount rate, modestly higher revenue growth, a small improvement in profit margins, and a marginally lower future P/E multiple. What's in the News Completed a share repurchase program covering 14,782,830 shares, described as 12.76% of the company, for a total of US$1,937.27 million under the buyback announced on April 18, 2019 (Key Developments).
Anlatı Güncellemesi • Mar 23

CE: Expanded Technology Hub Will Support A Stronger Long Term Earnings Profile

Analysts have revised their price target on Celanese to $91.95 from $86.00 as they factor in updated assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Completion of a share repurchase program, with 14,782,830 shares bought back for a total of US$1,937.27 million under the authorization announced on April 18, 2019 (Key Developments).
Anlatı Güncellemesi • Mar 09

CE: Expanded Technology Investments And Lower Multiple Assumptions Will Weigh On Future Upside

Analysts have reduced their price target on Celanese to $41.00. The change is primarily linked to updated assumptions on the discount rate, revenue trends, profit margin and future P/E.
Anlatı Güncellemesi • Feb 23

CE: Expanded Technology Push And Sustainability Efforts Will Not Offset Weak Revenue Outlook

Analysts have nudged their fair value estimate for Celanese up from $40.00 to $41.00, citing a slightly lower discount rate and a modestly higher assumed future P/E multiple, even as they adjust revenue growth expectations and keep profit margin assumptions essentially unchanged. What's in the News Celanese opened an expanded Michigan Technology Center in Troy and Auburn Hills, bringing piloting, application development, and advanced engineering prototyping into a single hub focused on Engineered Materials and its 2026 growth strategy (Key Developments).
Anlatı Güncellemesi • Feb 09

CE: Sustainability Certification Will Support A Stronger Long Term Earnings Profile

Narrative Update Overview Analysts now place Celanese's fair value at about US$86 per share, up from roughly US$85, as they adjust assumptions around the discount rate, revenue growth, profit margin, and future P/E multiples in their updated models. What's in the News Celanese received Carbon Footprint Certification from International Sustainability & Carbon Certification for its Hostaform and Celcon POM ECO-C grades produced in Frankfurt, Germany, and Bishop, Texas, expanding its network of certified facilities (Key Developments).
Analiz Makalesi • Feb 07

Celanese Corporation (NYSE:CE) Surges 29% Yet Its Low P/S Is No Reason For Excitement

The Celanese Corporation ( NYSE:CE ) share price has done very well over the last month, posting an excellent gain of...
Anlatı Güncellemesi • Jan 25

CE: Impairments And Asset Closures Will Outweigh Sustainability Progress Going Forward

Analysts have raised their price target on Celanese, aligning their outlook with updated assumptions that now indicate 26.0% revenue growth, an 8.4% profit margin and a future P/E of 7.60x. This reflects a shift in how they balance growth and profitability expectations for the company.
Anlatı Güncellemesi • Jan 10

CE: Low Carbon Materials And Digital Platform Will Support Future Margin Upside

Analysts have trimmed their fair value estimate for Celanese by US$1 to US$51.50, citing updated assumptions for revenue growth, profit margins, and the future P/E multiple. What's in the News Celanese received Carbon Footprint Certification from ISCC for its Hostaform and Celcon POM ECO-C grades at Frankfurt, Germany and Bishop, Texas, expanding its network of certified facilities and supporting lower product carbon footprints for customers (Key Developments).
Anlatı Güncellemesi • Dec 25

CE: Margin Expansion And Sustainability Efforts Will Offset Impairments And Operational Risks

Analysts have modestly raised their price target on Celanese, citing expectations for improved profitability and margin expansion, even as they assume slightly weaker revenue growth and a marginally higher discount rate. What's in the News Received ISCC Carbon Footprint Certification for Hostaform and Celcon POM ECO-C grades in Frankfurt and Bishop, supported by large scale CCU investment at Clear Lake to cut product carbon footprints and fossil based inputs (Key Developments) Integrated Life Cycle Assessment data and Product Carbon Footprint letters into the Chemille digital assistant, giving customers more transparent, sustainability driven material selection tools (Key Developments) Recorded approximately $1.5 billion in asset impairments in Q3 2025, mainly related to goodwill and Zytel trade name write downs following annual impairment testing (Key Developments) Announced intent to cease operations at the Lanaken acetate tow facility in the second half of 2026, a change that may affect about 160 employees due to weak demand, regulatory uncertainty, and high energy costs (Key Developments) Preparing to showcase new digital services, materials, and capabilities at the K Show in Dusseldorf, including an enhanced Chemille AI powered assistant and multiple new grades for automotive, consumer, and industrial applications (Key Developments) Valuation Changes Fair Value Estimate remains unchanged at $40.0 per share, indicating no revision to the intrinsic value assessment.
Anlatı Güncellemesi • Dec 11

CE: Digital Platform And Low Carbon Materials Will Support Margin Upside

Analysts have modestly raised their price target on Celanese, reflecting a reassessment of its earnings power and risk profile that supports a fair value of approximately $52.50 per share. What's in the News Celanese received Carbon Footprint Certification from ISCC for its Hostaform and Celcon POM ECO-C grades in Frankfurt and Bishop, supported by CCU technology at the Clear Lake methanol joint venture with Mitsui.
Anlatı Güncellemesi • Nov 27

CE: Digital Platform Launch Set To Improve Margins Amid Operational Shifts

Analysts have slightly raised their price target for Celanese from $52.38 to $52.50. This change reflects incremental improvements in projected revenue growth and profit margins.
Anlatı Güncellemesi • Nov 13

CE: Digital Services Rollout Will Drive Margin Improvement Despite Demand Challenges

Analysts have lowered their fair value estimate for Celanese from $53.69 to $52.38. They cite more conservative assumptions for future revenue growth, despite marginal improvements in profit margin projections.
Anlatı Güncellemesi • Oct 28

Digital Services And New Materials Will Drive Industry Opportunities Ahead

Analysts have lowered their price target for Celanese by $1 to $53.69, citing softer revenue growth expectations that modestly offset a stable profit margin outlook. What's in the News Celanese plans to cease operations at its acetate tow facility in Lanaken during the second half of 2026, impacting approximately 160 employees as part of a cost structure optimization plan.
Anlatı Güncellemesi • Sep 04

Lightweight Automotive And Green Chemistry Will Open Future Markets

Both Celanese's consensus revenue growth and net profit margin forecasts remained stable, resulting in an unchanged analyst price target of $54.94. What's in the News Celanese and Bentley Mills launched the use of Celanese's VAE ECO-CC emulsions, made from captured CO2, in Bentley’s carpet tile manufacturing to increase sustainability and recycled content.
Seeking Alpha • Mar 25

Celanese Corporation: Fresh Funds May Mitigate Potential Material Dividend Cut

Summary Celanese Corporation's FY 2024 performance lagged behind peers, with operating efficiency issues and macroeconomic uncertainties limiting short-term upside, trading near its fair value of $62. The company plans to cut CAPEX and retire low-margin facilities by FY 2025, aiming to improve cash flow and deleverage its balance sheet. Weak profitability persists due to challenging demand in key markets, with management projecting lower EPS and asset impairments adding pressure. A bearish short-term outlook from management provides new investors with a limited margin of safety, however, a potential pullback towards $42 support level will provide new investors a better risk reward position. This is especially true considering CE's efforts to improve its cashflow and its new focus on high margin projects, making the stock worth monitoring in the long-run. Read the full article on Seeking Alpha
Seeking Alpha • Feb 08

Celanese Cuts Its Dividend And Investors Cut Their Losses

Summary Celanese announced in Q3 the temporary suspension of its quarterly dividend, ending a 19-year streak of consecutive payments. Management’s plan to generate $800M - $900 million in annual FCF could be reasonable, but debt levels and industry headwinds make a dividend return unlikely before 2027. Weak demand in the automotive and industrial sectors, coupled with oversupply in acetyl and engineering materials, pressures margins and profitability. I see the company’s net debt to EBITDA ratio as high (~6.4 GAAP, 4.7 non-GAAP), and deleveraging to 3x will take time, limiting capital return to shareholders. A short-term bounce could be possible due to technical support. Despite my sell rating, I wouldn't short the company yet. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:CE - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202810,3166859381,32811
12/31/20279,9685518321,21014
12/31/202610,00046675695215
6/30/20269,712-1,160708984N/A
3/31/20269,492-1,0808781,185N/A
12/31/20259,544-1,1448031,146N/A
9/30/20259,698-3,0891,0241,388N/A
6/30/20259,927-1,6176321,020N/A
3/31/202510,046-1,674502902N/A
12/31/202410,268-1,534531966N/A
9/30/202410,4791,0908441,302N/A
6/30/202410,5541,9271,1251,626N/A
3/31/202410,6981,9961,5552,096N/A
12/31/202310,9261,9521,3311,899N/A
9/30/202310,7192,0331,0271,610N/A
6/30/202310,2971,2731,0831,674N/A
3/31/20239,9881,4948371,407N/A
12/31/20229,6731,9021,2761,819N/A
9/30/20229,6001,6621,2991,862N/A
6/30/20229,5651,9891,4992,025N/A
3/31/20229,2772,0911,4451,957N/A
12/31/20218,5371,9121,2901,757N/A
9/30/20217,8532,8371,0581,447N/A
6/30/20216,9982,5278891,248N/A
3/31/20215,9932,0958631,200N/A
12/31/20205,6551,9979791,343N/A
9/30/20205,4965869721,395N/A
6/30/20205,6716459281,361N/A
3/31/20206,070745N/A1,406N/A
12/31/20196,297858N/A1,454N/A
9/30/20196,554912N/A1,491N/A
6/30/20196,7391,051N/A1,561N/A
3/31/20196,9911,185N/A1,722N/A
12/31/20187,1551,212N/A1,558N/A
9/30/20187,0591,320N/A1,253N/A
6/30/20186,8541,143N/A1,041N/A
3/31/20186,5201,038N/A754N/A
12/31/20176,140856N/A803N/A
9/30/20175,858812N/A698N/A
6/30/20175,615847N/A747N/A
3/31/20175,456829N/A798N/A
12/31/20165,389902N/A893N/A
9/30/20165,412444N/A1,076N/A
6/30/20165,502340N/A945N/A
3/31/20165,628326N/A879N/A
12/31/20155,674306N/A862N/A
9/30/20155,899522N/A892N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: CE önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 3.7% ) daha hızlı bir büyüme olarak değerlendiriliyor.

Kazançlar ve Piyasa: CE önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.

Yüksek Büyüme Kazançları: CE önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.

Gelir ve Pazar: CE şirketinin gelirinin (yıllık 1.4% ) US pazarından (yıllık 13.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: CE şirketinin gelirinin (yıllık 1.4% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: CE 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 12.9 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/10 15:34
Gün Sonu Hisse Fiyatı2026/09/10 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan 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

Celanese Corporation 33 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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