1.06%
1.74%
-8.87%
-15.78%
1.37%
-15.57%
-15.57%
AI Spotlight on DSFIR
Company Description
DSM-Firmenich AG, a science-based company, engages in beauty, health, and nutrition businesses in the Netherlands, Switzerland, rest of Europe, North America, Latin America, China, rest of Asia, and internationally.It operates through Perfumery & Beauty; Animal Nutrition & Health (ANH); Health, Nutrition & Care (HNC); and Food & Beverage segments.The Perfumery & Beauty offers perfumery and aroma ingredients.
The Animal Nutrition & Health segment offers essential products, including vitamins, premixes, and carotenoids; performance solutions, such as enzymes, microbes, and eubiotics; precision services comprising support with data analysis to measure animal health and environmental footprint on farm level and feed safety; and methane reducing feed additive for ruminants.The Health, Nutrition & Care segment provides solutions for the early life nutrition, dietary supplement, pharmaceutical, medical nutrition, personal care and aroma, and biomedical materials markets.It offers vitamins, nutritional lipids, minerals, carotenoids, nutraceuticals, digestive enzymes, probiotics and prebiotics, active pharmaceutical ingredients, and sunscreen filters, as well as a range of biomedical solutions; premix, market-ready solutions, and personalized nutrition solutions; and regulatory affairs and formulation expertise, and customized solutions.
The Food & Beverage segment provides ingredients and solutions for use in a range of food products, such as dairy; bakery, cereals, and bars; savory food; beverages and brewing; confectionery and fruit; plant-based meat and fish alternatives; and petfood.The company was founded in 1902 and is headquartered in Kaiseraugst, Switzerland.
Market Data
| Last Price | 99.42 |
| Change Percentage | 1.06% |
| Open | 98.4 |
| Previous Close | 98.38 |
| Market Cap ( Millions) | 26375 |
| Volume | 82209 |
| Year High | 124.85 |
| Year Low | 90.8 |
| M A 50 | 100.0 |
| M A 200 | 108.29 |
Financial Ratios
| FCF Yield | 2.86% |
| Dividend Yield | 2.51% |
| ROE | -0.84% |
| Debt / Equity | 20.71% |
| Net Debt / EBIDTA | 369.14% |
| Price To Book | 1.19 |
| Price Earnings Ratio | -138.67 |
| Price To FCF | 35.03 |
| Price To sales | 2.12 |
| EV / EBITDA | 30.65 |
News
- Nov -11 - Calculating The Fair Value Of DSM-Firmenich AG (AMS:DSFIR)
- Sep -26 - Deutsche Bank ADR Virtual Investor Conference: Presentations Now Available for Online Viewing
- Sep -23 - dsm-firmenich to present at the dbVIC - Deutsche Bank ADR Virtual Investor Conference on September 25 2024
- Sep -19 - International companies to host live webcasts at Deutsche Bank’s Depositary Receipts Virtual Investor Conference on September 24th and 25th, 2024
- Sep -17 - International companies to host live webcasts at Deutsche Bank’s Depositary Receipts Virtual Investor Conference on September 24th and 25th, 2024
- Aug -12 - While institutions invested in DSM-Firmenich AG (AMS:DSFIR) benefited from last week's 5.6% gain, retail investors stood to gain the most
- Jun -04 - A Look At The Intrinsic Value Of DSM-Firmenich AG (AMS:DSFIR)
- Jun -03 - Basic Materials Roundup: Market Talk
- Apr -04 - OTC Markets Group Welcomes DSM Firmenich AG to OTCQX
- Mar -04 - Institutions own 34% of DSM-Firmenich AG (AMS:DSFIR) shares but retail investors control 39% of the company
- Feb -15 - Basic Materials Roundup: Market Talk
- Dec -27 - Estimating The Intrinsic Value Of DSM-Firmenich AG (AMS:DSFIR)
- Oct -07 - DSM-Firmenich AG's (AMS:DSFIR) Shares May Have Run Too Fast Too Soon
- Aug -15 - Weak Financial Prospects Seem To Be Dragging Down DSM-Firmenich AG (AMS:DSFIR) Stock
- Jul -19 - A Look At The Intrinsic Value Of DSM-Firmenich AG (AMS:DSFIR)
- May -04 - Analysts Just Made A Massive Upgrade To Their Koninklijke DSM N.V. (AMS:DSM) Forecasts
- May -02 - DSM provides Q1 2023 trading update
- May -01 - With 57% institutional ownership, Koninklijke DSM N.V. (AMS:DSM) is a favorite amongst the big guns
- May -01 - FINAL RESULTS OF THE EXCHANGE OFFER: 96.1% OF DSM ORDINARY SHARES TENDERED
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Animal Nutrition & Health
Expected Growth : 4 %
What the company do ?
Animal Nutrition & Health from DSM-Firmenich AG provides innovative and sustainable solutions to improve animal health, welfare, and performance, enhancing the overall efficiency of the animal production industry.
Why we expect these perspectives ?
DSM-Firmenich's Animal Nutrition & Health segment growth is driven by increasing demand for sustainable and efficient animal farming practices, rising awareness of animal welfare, and growing need for antibiotic-free animal feed. Additionally, the trend towards personalized nutrition and precision farming, as well as the company's strong R&D capabilities and expanding product portfolio, contribute to its 4% growth.
Segment n°2 -> Perfumery & Beauty
Expected Growth : 3 %
What the company do ?
Perfumery & Beauty from DSM-Firmenich AG is a leading global fragrance and beauty ingredients provider, offering innovative solutions for the perfume, cosmetics, and personal care industries.
Why we expect these perspectives ?
DSM-Firmenich AG's Perfumery & Beauty segment growth is driven by increasing demand for sustainable and natural ingredients, rising popularity of e-commerce and online shopping, and growing middle-class consumers in emerging markets seeking premium beauty products, resulting in a 3% growth rate.
Segment n°3 -> Taste, Texture & Health
Expected Growth : 4 %
What the company do ?
DSM-Firmenich AG's Taste, Texture & Health segment offers natural and artificial flavorings, texture enhancers, and health-promoting ingredients for food, beverages, and dietary supplements.
Why we expect these perspectives ?
For DSM-Firmenich AG, the fundamental drivers of 4% growth are: Taste - increasing demand for natural and clean label ingredients; Texture - rising popularity of plant-based and vegan products; and Health - growing consumer awareness of nutrition and wellness, driving adoption of functional ingredients and personalized nutrition solutions.
Segment n°4 -> Health, Nutrition & Care
Expected Growth : 5 %
What the company do ?
Health, Nutrition & Care from DSM-Firmenich AG offers personalized nutrition and wellness solutions, combining DSM's expertise in nutrition and Firmenich's knowledge in flavor and fragrance.
Why we expect these perspectives ?
DSM-Firmenich AG's Health, Nutrition & Care segment growth is driven by increasing demand for personalized nutrition, rising awareness of preventive healthcare, and growing need for sustainable and natural ingredients. Additionally, the segment benefits from the company's strong R&D capabilities, strategic partnerships, and expanding presence in emerging markets.
Segment n°5 -> Corporate Activities
Expected Growth : 2 %
What the company do ?
DSM-Firmenich AG's corporate activities involve the development and production of nutritional and pharma ingredients, as well as flavor and fragrance solutions for the food, beverage, and pharmaceutical industries.
Why we expect these perspectives ?
DSM-Firmenich AG's 2% growth in Corporate Activities is driven by increasing demand for sustainable and natural ingredients, expansion into emerging markets, and strategic partnerships. Additionally, the company's focus on innovation, cost savings initiatives, and operational efficiencies also contribute to its growth.
Dsm-Firmenich Ag Products
| Product Range | What is it ? |
|---|---|
| Flavours | DSM-Firmenich AG offers a wide range of flavours for the food and beverage industry, including natural and artificial flavourings, extracts, and essences. |
| Fragrances | The company provides a variety of fragrances for the perfume, cosmetics, and personal care industries, including fine fragrances, aroma compounds, and essential oils. |
| Taste Modulation | DSM-Firmenich AG offers taste modulation solutions that enhance or mask flavours, and provide sweetness or saltiness reduction. |
| Nutrition and Health | The company provides a range of nutritional ingredients, including vitamins, minerals, and other nutritional supplements. |
| Materials | DSM-Firmenich AG offers a range of materials, including biodegradable plastics, and high-performance materials for industrial applications. |
DSM-Firmenich AG's Porter Forces
Threat Of Substitutes
The threat of substitutes for DSM-Firmenich AG is moderate, as there are some alternatives available in the market, but they are not very close substitutes.
Bargaining Power Of Customers
The bargaining power of customers is low, as DSM-Firmenich AG has a diverse customer base and no single customer has a significant impact on the company's revenue.
Bargaining Power Of Suppliers
The bargaining power of suppliers is moderate, as DSM-Firmenich AG has a diverse supplier base, but some suppliers may have some bargaining power due to their size and importance.
Threat Of New Entrants
The threat of new entrants is low, as the industry has high barriers to entry, including high capital requirements and regulatory hurdles.
Intensity Of Rivalry
The intensity of rivalry is high, as the industry is highly competitive, with many players competing for market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 16.42% |
| Debt Cost | 3.95% |
| Equity Weight | 83.58% |
| Equity Cost | 7.52% |
| WACC | 6.94% |
| Leverage | 19.64% |
DSM-Firmenich AG : Quality Control
DSM-Firmenich AG passed 2 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| OR.PA | L'Oréal S.A., through its subsidiaries, manufactures and sells cosmetic products for women and men worldwide. The company operates through four divisions: Consumer Products, L'oréal Luxe, Professional Products, and Active Cosmetics. … |
| ULVR.L | Unilever PLC operates as a fast-moving consumer goods company. It operates through Beauty & Personal Care, Foods & Refreshment, and Home Care segments. The Beauty & Personal Care segment provides … |
| ESSITY-B.ST | Essity AB (publ) develops, produces, and sells hygiene and health products and services worldwide. It offers health and medical products, including incontinence products, wound care, compression therapy, orthopedics, skincare products, … |
| RKT.L | Reckitt Benckiser Group plc manufactures and sells health, hygiene, and nutrition products in the United Kingdom, the United States, China, India, and internationally. The company offers acne treatment creams, facial … |
| BEI.DE | Beiersdorf Aktiengesellschaft engages in the manufacture and distribution of consumer goods in Europe, the Americas, Africa, Asia, and Australia. It operates in two segments, Consumer Business and Tesa Business. The … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Essity
A-Score
1-Year Total Return ->
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Unilever
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1-Year Total Return ->
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Reckitt Benckiser
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1-Year Total Return ->
4
L'Oréal
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1-Year Total Return ->
5
DSM-Firmenich
A-Score
1-Year Total Return ->
6
