Added to YB: 2026-07-29
Pitch date: 2026-05-22
BEI.DE [bullish]
Beiersdorf Aktiengesellschaft
+0.71%
current return
Author Info
No bio for this author
Company Info
Beiersdorf Aktiengesellschaft, together with its subsidiaries, manufactures and distributes consumer goods in Europe, the United States, Africa, Asia, and Australia.
Market Cap
EUR 17.7B
Pitch Price
EUR 72.82
Price Target
N/A
Dividend
1.23%
EV/EBITDA
9.08
P/E
18.95
EV/Sales
1.56
Sector
Personal Care Products
Category
value
Beiersdorf Aktiengesellschaft - $BEI.DE
BEI.DE: German skincare leader (80% EBIT Consumer via NIVEA/Eucerin, 20% Tesa adhesives) at 15yr low, low-teens TEV/FY26 NOPAT w/ €4B net cash (25% mkt cap). Thiamidol/Epicelline cascade, China anti-pigment exclusivity, family-owned buybacks. FY26 earnings rebase. HSD/mid-teens/20%+ IRR low/base/high.
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