Beiersdorf’s consumer business improved sequentially in the third quarter, with organic sales down 0.7% versus down 4.0% in the first half, as Nivea weakness was offset by strength in derma and La Prairie. Guidance was confirmed, and shares fell about 3% intraday on Oct. 27.
Beiersdorf’s dermatological business and ingredient-led innovation could deliver above-forecast growth and support a faster margin recovery through portfolio mix shift.
With around 70% of consumer segment sales coming from Nivea, Beiersdorf has considerably more brand risk than most of its large-cap peers.
|
Metric
|
BEI
|
OR
|
EL
|
|---|---|---|---|
Price/Earnings (Normalized) | 13.75 | 34.52 | 43.17 |
Price/Book Value | 1.95 | 6.77 | 10.30 |
Price/Sales | 1.83 | 5.07 | 2.63 |
Price/Cash Flow | 14.94 | 26.29 | 33.41 |
|
Metric
|
BEI
|
OR
|
EL
|
|---|---|---|---|
Quick Ratio | 1.50 | 0.58 | 0.81 |
Current Ratio | 2.00 | 0.97 | 1.22 |
Interest Coverage | 42.97 | 19.89 | 2.28 |
|
Metric
|
BEI
|
OR
|
EL
|
|---|---|---|---|
Return on Assets (Normalized) | 7.60% | 11.46% | 5.88% |
Return on Equity (Normalized) | 11.37% | 20.96% | 29.51% |
Return on Invested Capital (Normalized) | 10.80% | 15.09% | 10.16% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Procter & Gamble Co
PG
| LOCK|#&rpmrQ& | LOCK|&y | $369B | |||
| L'Oreal SA
LRLCF
| — | LOCK|gsd | $256B | |||
| Unilever PLC ADR
UL
| LOCK|@%>^c%X | LOCK|HlC | $141B | |||
| Colgate-Palmolive Co
CL
| LOCK|<^FbjV@F | LOCK|!&$ | $73B | |||
| Reckitt Benckiser Group PLC ADR
RBGLY
| LOCK|q<#^!M | LOCK|K$& | $44B | |||
| The Estee Lauder Companies Inc Class A
EL
| LOCK|%vMTN^^ | LOCK|jX | $39B | |||
| Kenvue Inc
KVUE
| LOCK|%N?vC$F | LOCK|>v | $37B | |||
| Kimberly-Clark Corp
KMB
| LOCK|B%jGzVx | LOCK|#wx#^ | $36B | |||
| Church & Dwight Co Inc
CHD
| LOCK|#YML#@? | LOCK|vd# | $25B | |||
| Clorox Co
CLX
| LOCK|TddN#Ff! | LOCK|!N | $11B |
United States