DSM FIRMENICH AG (DSFIR) Fair Value & Analysis
Basic Materials · CH · Market cap CHF 19.0B
What is DSM FIRMENICH AG really worth?
Below-average quality, and trading another 54% above our fair value of CHF 56.82.
Strengths
Risks
Fair value as of: Aug 13, 2026
From 14 valuation models · updated 22 days ago
Fair value updated Aug 13, 2026, revised from CHF 28.15 to CHF 56.82 (+101.8%) since Aug 2, 2026. Share price +0.2% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (CHF 77.14). The favourable scenario is already priced in.
- Weak quality (33/100) and above fair value at the same time, the margin of safety is missing on both counts.
- A fairly wide model range (CHF 36.48 to CHF 77.14) leaves room in how you read the outcome.
Price vs Fair Value (4 months)
White line = price, green steps = our fair value per fiscal year. As of Aug 13, 2026.
How to read this chart
4‑month range CHF 60.37 – CHF 90.45 · fair‑value band CHF 36.48 – CHF 77.14 · the CHF 87.65 price screens above the CHF 56.82 fair value. As of Aug 13, 2026.
Analysis
DSM FIRMENICH AG (DSFIR) currently trades at CHF 87.65, while our model-based Fair Value estimate is CHF 56.82, implying the stock looks roughly 54.2% overvalued today. The Quality Score stands at 33/100 (below-average quality), in the Basic Materials sector. Bull case: the Asset-Based group reads highest at a median of CHF 49.39 per share, and 3 of the 14 models we run sit above the CHF 87.65 price. Bear case: the Earnings-Based group reads lowest at CHF 16.56, and 11 of the 14 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, DSM FIRMENICH AG generated revenue of CHF 9.0B at a net margin of −12.0%. It earns a return on equity of 1.7%. Net debt stands at CHF 3.0B. The stock trades on a trailing P/E of 59.5 (as of Jun 1, 2026). Fundamentals as of Aug 13, 2026
Our scenario range runs from CHF 36.48 (bear case) to CHF 77.14 (bull case); at CHF 87.65, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 45% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at −58% fair-value upside, at −35%, DSFIR screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly CHF 0.7610 per share, which is 1.3 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 14 models by family
Widest divergence: Asset-Based (CHF 49.39) versus Earnings-Based (CHF 16.56). Highest evidence: FCF DCF (76).
Notify me when DSFIR reaches fair value
Put DSFIR on your watchlist. We get in touch as soon as price and fair value meet or the trend turns.
Set up alert →Free, no payment details. Unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 35 · Market factors (momentum, volatility) 84
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
DSM-Firmenich AG provides nutrition, health, and beauty solutions in Switzerland, the Netherlands, rest of Europe, the Middle East and Africa, North America, Latin America, China, and rest of Asia. The company operates through four segments: Perfumery & Beauty; Taste, Texture & Health; Health, Nutrition & Care; and Animal Nutrition & Health.
Full company description
DSM-Firmenich AG provides nutrition, health, and beauty solutions in Switzerland, the Netherlands, rest of Europe, the Middle East and Africa, North America, Latin America, China, and rest of Asia. The company operates through four segments: Perfumery & Beauty; Taste, Texture & Health; Health, Nutrition & Care; and Animal Nutrition & Health. The Perfumery & Beauty creates scents using natural, synthetic, and biotech ingredients. The Taste, Texture & Health segment provides food and beverages solutions, including flavors, natural extracts, and sugar reduction; and food enzymes, hydrocolloids, cultures, natural colorants, nutritional ingredients, and plant-based proteins. The Health, Nutrition & Care segment provides solutions for the early life nutrition, dietary supplement, pharmaceutical, medical nutrition, biomedical materials, and nutrition improvement markets. This segment also offers vitamins, nutritional lipids, minerals, carotenoids, botanical nutraceuticals, digestive enzymes, postbiotics, probiotics and prebiotics, and active pharmaceutical ingredients; biomedical solutions; and premix, market-ready, and personalized nutrition solutions, as well as expert services in regulatory affairs and nutrition. The Animal Nutrition & Health segment offers animal proteins, vitamins, performance solutions, and data-driven precision services. The company was founded in 1902 and is based in Kaiseraugst, Switzerland.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2025 · reported fiscal years
DSM FIRMENICH AG reported revenue of €9.0B in FY2025 versus €8.4B in FY2022, a compound +2.5%/yr. Reported net income was −€1.1B in FY2025.
DSFIR screens 54% overvalued. Compare with Linde plc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- dsm-firmenich Board of Directors proposes Richard Ridinger as new Chairman following Thomas Leysen’s decision to retire
- dsm-firmenich reports H1 2026 results
Peer Group
Specialty Chemicals · 695 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Specialty Chemicals median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Linde plc LIN | $485.35 | $222.03 | −54% |
| The Sherwin-Williams Company SHW | $344.86 | $143.38 | −58% |
| Ecolab Inc ECL | $286.75 | $96.18 | −66% |
| Air Products and Chemicals, Inc APD | $308.09 | $122.14 | −60% |
| Givaudan SA GIVN | CHF 3,282 | CHF 1,498 | −54% |
| Wanhua Chemical Group 600309 | ¥77.66 | ¥68.03 | −12% |
| 500820 500820 | ₹2,757 | ₹557.43 | −80% |
| Novozymes A/S NSISB | kr 456.40 | kr 169.99 | −63% |
| Asian Paints Limited ASIANPAINT | ₹2,630 | ₹696.23 | −74% |
| PPG Industries, Inc PPG | $114.22 | $71.31 | −38% |
Compare DSM FIRMENICH AG with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Basic Materials stocks →
Try a ready-made strategy
Pick a strategy and jump into the live analysis with that exact screen applied.
Discover tools
Frequently asked questions
Is DSM FIRMENICH AG (DSFIR) overvalued or undervalued?
What is the fair value of DSFIR?
What is the quality score of DSFIR?
What is the revenue of DSM FIRMENICH AG (DSFIR)?
What is the net profit margin of DSFIR?
Does DSM FIRMENICH AG pay a dividend?
Watch DSM FIRMENICH AG in the live analysis
One click puts DSM FIRMENICH AG on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener. You can also try 14 days of Pro there, no card.
Watch for free →Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.