Arkema S.A (AKE) Fair Value & Analysis

Basic Materials · FR · Market cap €4.3B

Below-average quality, screening 31% undervalued on our models.

What matters now

• Solid quality (49/100) at a price below fair value, the discount is the argument here, not the business quality.
• Our model range runs from €54.96 (bear) to €80.48 (bull), base €80.48. The closer the price sits to the lower half, the larger the margin of safety.
• Quality 49/100 (below-average quality) with high evidence: the data supports the verdict.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.

How to read this chart

60‑month range €45.66 – €108.35 · fair‑value band €54.96 – €80.48 · the €61.45 price screens below the €80.48 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.

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Analysis

Arkema S.A (AKE) currently trades at €61.45, while our model-based Fair Value estimate is €80.48, implying the stock looks roughly 31.0% undervalued today. The Quality Score stands at 49/100 (below-average quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Arkema S.A generated revenue of €8.9B at a net margin of 0.5%. Revenue declined 8.4% year over year. It earns a return on equity of 0.5%. Net debt stands at €3.2B. Fundamentals as of Jul 15, 2026

Our scenario range runs from €54.96 (bear case) to €80.48 (bull case); at €61.45, 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 3% below its 52-week high and 35% 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 31%, AKE screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.

Widest divergence: Asset-Based (€53.50) versus Earnings-Based (€9.85). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Arkema S.A., together with its subsidiaries, manufactures and sells specialty materials in Europe, the United States, Canada, Mexico, China, Hong Kong, Taiwan, and internationally. It operates in three segments: Adhesive Solutions, Advanced Materials and Coating Solutions, and Intermediates.

Full company description

Arkema S.A., together with its subsidiaries, manufactures and sells specialty materials in Europe, the United States, Canada, Mexico, China, Hong Kong, Taiwan, and internationally. It operates in three segments: Adhesive Solutions, Advanced Materials and Coating Solutions, and Intermediates. The company provides solutions for construction, renovation of buildings, and DIY; high performance adhesives for durable goods, and adhesive solutions for packaging and non-woven; and supplies technologies used in building activities for businesses and individuals, including sealants, tiles, flooring adhesives and waterproofing systems, and technologies used in automotive, textiles, glazing, flexible and rigid packaging, and hygiene markets. It also offers high performance polymers, such as specialty polyamides, PVDF, polyimides, fluorospecialties, and PEKK; and performance additives comprising interface agents combining specialty surfactants, molecular sieves, organic peroxides, thiochemicals, and hydrogen peroxide. In addition, the company provides lightweighting, new energies, access to water, bio-based products, and recycling solutions for automotive and transportation sectors, oil and gas, renewable energies, consumer goods, electronics, construction, coatings, animal nutrition and water treatment. Further, it offers coating solutions, including EU/US acrylics and coating resins; coating additives, such as sartomer photocure resins, and coatex rheology additives and specialties; decorative paints, industrial coatings, and adhesives; and solutions for applications in the paper, superabsorbent, water treatment and oil and gas extraction, and 3D printing and electronics markets. Additionally, the company provides fluorogases and asia acrylics; and industrial intermediate chemicals for construction, refrigeration and air conditioning, automotive, coatings, and water treatment sectors. Arkema S.A. was incorporated in 2003 and is headquartered in Puteaux, France.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Arkema S.A reported revenue of €9.1B in FY2025 versus €9.5B in FY2021, a compound −1.2%/yr. Reported net income was €63.0M in FY2025, compounding −53.2%/yr from FY2021.

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Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

• Arkema SA (ARKAF) (H1 2026) Earnings Call Highlights: Strong EBITDA Growth Driven by Pricing ... Yahoo Finance · Jul 30, 2026
• ARKEMA: SECOND-QUARTER 2026 RESULTS Yahoo Finance · Jul 30, 2026
• Arkema: Half-year Report as of 30 June 2026 of the Liquidity Contract Implemented With NATIXIS ODDO BHF Yahoo Finance · Jul 7, 2026
• Arkema Successfully Started up Its 15% PVDF Capacity Expansion in North America Yahoo Finance · Jun 23, 2026

Peer Group

Specialty Chemicals · 676 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

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.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.