Essity AB (ESSITY-B) Fair Value & Analysis
Consumer Defensive · SE · Market cap 189B SEK (≈ $19.8B) · ISIN SE0009922164
What is Essity AB really worth?
A solid business, currently priced close to our fair value of kr 250.02.
Strengths
Risks
For context
Fair value as of: Aug 27, 2026
From 22 valuation models · updated 8 days ago
Share price −3.7% 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 close to our fair value, market and models broadly agree here, little valuation tension.
- A fairly wide model range (kr 190.24 to kr 379.41) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 27, 2026.
How to read this chart
60‑month range kr 188.69 – kr 304.04 · fair‑value band kr 190.24 – kr 379.41 · the kr 272.20 price screens above the kr 250.02 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 27, 2026.
Analysis
Essity AB (ESSITY-B) currently trades at kr 272.20, while our model-based Fair Value estimate is kr 250.02, implying the stock looks roughly 8.9% fairly valued today. The Quality Score stands at 64/100 (solid quality), in the Consumer Defensive sector. Bull case: the Multiples group reads highest at a median of kr 312.28 per share, and 9 of the 22 models we run sit above the kr 272.20 price. Bear case: the Asset-Based group reads lowest at kr 83.27, and 13 of the 22 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Essity AB generated revenue of 137B SEK at a net margin of 9.1%. Revenue declined 5.1% year over year. It earns a return on equity of 14.9%. Net debt stands at 30.1B SEK. Fundamentals as of Aug 27, 2026
Our scenario range runs from kr 190.24 (bear case) to kr 379.41 (bull case); at kr 272.20, the current price sits within 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 about 4% below its 52-week high and 19% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at −36% fair-value upside, at −8%, ESSITY-B 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 kr 6.38 per share, which is 2.6 % 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 22 models by family
Widest divergence: Multiples (kr 312.28) versus Asset-Based (kr 83.27). Highest evidence: FCF DCF (75).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 27, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 67
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
Essity AB (publ) develops, produces, and sells hygiene and health products and services in Europe, North and Latin America, Asia, and internationally. The company operates through three segments: Health & Medical, Consumer Goods, and Professional Hygiene.
Full company description
Essity AB (publ) develops, produces, and sells hygiene and health products and services in Europe, North and Latin America, Asia, and internationally. The company operates through three segments: Health & Medical, Consumer Goods, and Professional Hygiene. The Health & Medical segment offers incontinence products, wound care, compression therapy, orthopedics, skincare products, and digital solutions with sensor technology under the TENA, Leukoplast, JOBST, Actimove, Cutimed, Delta-Cast, AquaCast Liner, and Hydrofera brands to family carers, professional caregivers, and patients and consumers through pharmacies, medical device stores, hospitals, distributors, care institutions, and e-commerce. The Consumer Goods segment provides pads, panty liners, tampons, diapers, wet wipes, shampoos, lotions, baby oil, skin creams, intimate soaps, intimate wipes, leakproof apparel, menstrual cups, toilet papers, household towels, handkerchiefs, facial tissues, and napkins under the TENA, Knix, Modibodi, Libero, Lotus, Libresse, Bodyform, Nana, Saba, Nosotras, TOM Organic, Tempo, Zewa, Cushelle, Plenty, Regio, and Familia brands through retail trade and e-commerce. The Professional Hygiene segment offers toilet papers, paper hand towels, napkins, hand soaps, hand lotions, hand sanitizers, dispensers, and cleaning and wiping products, as well as vision cleaning and data-driven cleaning solutions under the Tork brand to companies and office buildings, universities, healthcare facilities, airports, industries, restaurants, hotels, stadiums, and other public venues through direct to the end-customer, e-commerce, or distributors. Essity AB (publ) was founded in 1849 and is headquartered in Stockholm, Sweden.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Essity AB reported revenue of 138B SEK in FY2025 versus 122B SEK in FY2021, a compound +3.2%/yr. Reported net income was 12.7B SEK in FY2025, compounding +10.1%/yr from FY2021.
of which total revenue +4.6 % · buybacks/dilution +0.1 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
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Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Essity acquires feminine care business in Brazil
- Essity Around the World - July 2026
- Invitation to presentation of Essity's interim report for quarter 2, 2026
- Is It Time To Reconsider Essity (OM:ESSITY B) After Prolonged Share Price Weakness?
Peer Group
Household & Personal Products · 244 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 Household & Personal Products 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.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Household & Personal Products stocks, each showing price versus our Fair Value estimate (as of Aug 27, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| L'Oréal S.A LORL | C$24.76 | C$22.64 | −9% |
| Unilever PLC UNA | €55.92 | €40.47 | −28% |
| Colgate-Palmolive Company CL | $90.75 | $55.28 | −39% |
| 500696 500696 | ₹2,093 | ₹641.55 | −69% |
| Hindustan Unilever Limited HINDUNILVR | ₹2,015 | ₹789.46 | −61% |
| Kenvue Inc KVUE | $18.95 | $10.97 | −42% |
| Kimberly-Clark Corporation KMB | $109.55 | $79.71 | −27% |
| Henkel AG HEN3 | €75.82 | €85.95 | +13% |
| The Estée Lauder Companies Inc ESLA | €86.54 | €18.84 | −78% |
| Church & Dwight Co CHD | $101.26 | $65.12 | −36% |
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