Arkema SA (AKE) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Arkema SA stock €61.61, price €57.65, upside +6.9%, quality 37 out of 100. Rating: fairly valued. Calculated from audited financials with 24 of our 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 7, 2026.
How to read this chart
60‑month range €45.66 – €108.35 · fair‑value band €49.67 – €86.33 · the €57.65 price screens below the €61.61 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 7, 2026.
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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.
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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.
Stock analysis
Arkema SA (AKE) currently trades at €57.65, while our model-based Fair Value estimate is €61.61, so the stock looks roughly fairly valued today (gap 6.4%).
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Valuation
Bull case: the Growth DCF group reads highest at a median of €50.89 per share, and 4 of the 24 models we run sit above the €57.65 price.
Bear case: the Asset-Based group reads lowest at €9.07, and 20 of the 24 models stay below the price. Data coverage for this calculation is medium.
Scenario range: €49.67 (bear) to €86.33 (bull), the price of €57.65 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 37/100 (below-average quality), in the Basic Materials sector.
Mixed Growth: Spin-off in 2014: revenue and profit before it include the divested business. Growth is measured afresh from 2014.
Arkema SA 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.
Key figures
Market cap €5.9B Mid · P/E ratio 230.6 · P/S ratio 0.49 · EPS (TTM) €0.2500 · Dividend yield 6.2% · Net margin 0.7% · Return on equity 0.9% · Return on assets (EBIT) 5.9% (5-year average).
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 30 out of 100 (low confidence).
What moves the price
The share trades about 9% below its 52-week high and 26% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Basic Materials peers we cover trades at −43% fair-value upside, at 7%, AKE screens cheaper than that median.
Fair Value models
Bear€49.67Fair Value €61.61Bull€86.33
Price €57.65 · Upside +6.9%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Best data coverage
FCF DCF€33.42€48.69€75.2480
Growth DCF€34.91€49.52€72.9978
Owner Earnings€42.46€60.44€91.7376
All 24 models by family
DCF Models
FCF DCF€33.42€48.69€75.2480
Owner Earnings€42.46€60.44€91.7376
5Y Revenue Exit€30.78€51.28€80.7271
5Y EBITDA Exit€66.02€111.41€170.5774
5Y P/E Exit€8.83€13.85€19.9670
10Y Revenue Exit€30.25€47.62€67.4266
10Y EBITDA Exit€51.93€85.14€123.5168
10Y P/E Exit€18.72€24.27€29.4865
Earnings-Based
Graham-Dodd€5.60€9.74€11.9466
EPV€18.18€23.35€27.7374
Dividend Discount
Gordon GGM€29.22€36.24€43.0769
DDM Multi-Stage€29.22€38.12€48.0667
Multiples
P/E Multiple€10.50€14.00€17.5063
P/S Multiple€10.50€14.00€17.5058
P/B Multiple€30.47€40.62€50.7855
EV/EBIT€16.21€35.42€54.6462
EV/EBITDA€81.20€122.08€162.9666
EV/Revenue€8.52€29.93€51.3449
Asset-Based
NCAV (Graham)€6.77€9.07€13.5454
Growth DCF
Growth DCF€34.91€49.52€72.9978
Rev-Margin DCF€30.78€52.26€78.8371
Economic Profit
Residual Income€46.73€48.81€52.3176
ROIC Compounder€18.18€23.35€27.7372
Growth Earnings
Growth-Adj P/E€7.48€10.69€13.8967
The fair value above starts from this blend and is adjusted for a cyclical trough year.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.55/100
Spin-off in 2014: revenue and profit before it include the divested business. Growth is measured afresh from 2014.
Revenue growth 1 year
−5.0%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−7.7%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+2.8%
Start year 2020 (pandemic). Over 10 years: +1.7% a year
Revenue growth 11 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+3.9%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
−28.7%
Earnings growth per share plus dividend.
Earnings per share, growth per year−34.9%
Dividend (yield on the price)6.2%
Per share before 2014divided by the spin-off factor 1.036
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.−34.9% vs −14.2%, slowing
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.6% → 5%
Pace: the 5-year rate starts in 2020 (pandemic)
Growth Forecast
A lot of optimism in the price
The price assumes more growth than the company has delivered so far and more than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+14.0%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+2.0%
Yearly sales growth analysts expect, extended to five years.
After inflation (euro area: IMF forecast 2.2% a year to 2030, 2.6% from 2016 to 2025) that is about +11.6% a year for the price and −0.2% for the forecasts.
News mood ⓘNews mood, the average tone of recent news (99 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Negative
Recent news coverage is more negative than average.
AI conclusion: Modest durable advantage arises from recent decarbonization steps in acrylics, but low profitability and thin data undermine assessment of lasting strength.
Main risk: Failure to generate adequate returns from the new purification investments would pressure margins amid the specialty chemicals industry's cost challenges.
Arkema has just started up an advanced acrylic acid purification unit at its Carling site that raises energy efficiency and lowers carbon intensity. This step supports its decarbonization efforts in specialty chemicals yet increases the pressure to generate returns from such projects. Does the improved competitiveness in Europe deliver lasting advantages or does it mainly offset higher costs in a challenging industry setting?
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Specialty Chemicals · 727 stocks
Beats the industry median on 7/15 measures
A mixed picture versus its industry peers.
Valuation
Quality Score37 · Bottom 25%
Fair Value upside+6.9% · Above median
Profitability
Return on equity (12 months)0.9% · Bottom 25%
Return on assets0.4% · Below median
Net margin (12 months)0.7% · Bottom 25%
Operating margin (12 months)7.9% · Below median
Growth and dividend
Revenue growth (quarter YoY)1.3% · Below median
Dividend yield (12 months)6.2% · Top 25%
Balance sheet
Debt / equity0.58× · Highest 25%
Valuation Multiplesvs Specialty Chemicals median · lower = cheaper
P/E (12 months)230.6× · Priciest 25%
P/B1.09× · Cheaper than median
P/S (12 months)0.74× · Cheaper than median
Price / free cash flow (fiscal year)19.6× · Cheaper than median
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Cite: Fair Value Calculator (2026). "Arkema SA Fair Value". https://www.fairvalue-calculator.com/stock/AKE
Frequently asked questions
Is Arkema SA (AKE) overvalued or undervalued?
As of Nov 7, 2026, our model estimates a fair value of €61.61 versus a price of €57.65, about +7% upside (fairly valued).
What is the fair value of AKE?
Our model-based fair value for Arkema SA is €61.61 (as of Nov 7, 2026), built from audited fundamentals. The current price: €57.65.
What is the quality score of AKE?
Arkema SA has a Quality Score of 37/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Arkema SA (AKE)?
Our model-based price target is the fair value of €61.61 (as of Nov 7, 2026) from 24 valuation models. Cautious scenario €49.67, optimistic scenario €86.33. It is a calculation from audited fundamentals, not an analyst target.
What is the Arkema SA stock forecast for 2026?
Our models put fair value at €61.61, about +7% upside versus a price of €57.65 (fairly valued). Cautious scenario €49.67, optimistic scenario €86.33. The calculation is refreshed regularly with new filings.
What is the revenue of Arkema SA (AKE)?
Arkema SA reported trailing-twelve-month revenue of about €8.9B (latest available figure, as of Nov 7, 2026).
Does Arkema SA pay a dividend?
Arkema SA currently shows a dividend yield of 6.24% relative to its recent price (as of Nov 7, 2026).
How much is the dividend of Arkema SA (AKE) and when is the ex-dividend date?
Arkema SA pays a dividend of €3.60 per share a year, a dividend yield of 6.2%. The last ex-dividend date was May 25, 2026. A dividend has been paid every year since at least 2008. Free cash flow covers the dividend 1.22 times. Our assessment: Sustainable. Payout and cash coverage both look sustainable.
What growth is priced into Arkema SA (AKE)?
For today's price to be fair in a discounted-cash-flow model, Arkema SA would have to grow free cash flow by +14.0 % per year for five years (discount rate 10.3 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +2.8 % per year. As of Nov 7, 2026.
What discount rate (WACC) does the fair value of AKE use?
Our models discount Arkema SA at 10.3 %: a base by market capitalisation (mid), damped by beta 1.00, country premium for France. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Arkema SA that is +14.0 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (10.3 %) and the same formula as our fair value.
How much growth has Arkema SA (AKE) delivered so far?
Over the past 5 years revenue at Arkema SA grew +2.8 % a year. The price currently implies free-cash-flow growth of +14.0 % per year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Arkema SA (AKE) growing?
The median revenue growth in the sector is +9.8 % a year. That is the yardstick for the growth priced into Arkema SA (+14.0 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Arkema SA (AKE)?
The free-cash-flow yield on the price is 5.69 %: that much free cash flow Arkema SA produces per unit of market value. When it exceeds the discount rate of our models (10.3 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Arkema SA (AKE)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Arkema SA it is €61.61 per share (as of Nov 7, 2026), against a price of €57.65. It is the blended result of 24 valuation models in 8 families (DCF Models, Earnings-Based, Dividend Discount, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings).
Is Arkema SA stock overvalued or undervalued in 2026?
As of Nov 7, 2026, AKE trades below its calculated fair value: price €57.65, fair value €61.61, a gap of about +7% (fairly valued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of AKE?
No. The price is what the market pays today (€57.65); the fair value is what the company's own numbers justify (€61.61). For Arkema SA the two are €3.96 per share apart. That gap is exactly why we show both numbers side by side.
How much is Arkema SA worth?
The market values Arkema SA at about €5.9B (market capitalisation, as of Nov 7, 2026). Per share that is €57.65; our models calculate a fair value of €61.61 per share.
What do the bullish and bearish scenarios say about AKE?
Our models span a range for Arkema SA: cautious scenario €49.67, base €61.61, optimistic €86.33 per share (as of Nov 7, 2026, price €57.65). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of AKE?
Arkema SA trades at a price-to-earnings ratio of 230.6 (as of Nov 7, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of €61.61 is built from several models across several years. Other multiples: PEG 0.5, P/B 1.1, P/S 0.7, EV/EBITDA 7.4.
What is the PEG ratio of AKE?
The PEG ratio of Arkema SA is 0.47 (P/E divided by earnings growth, as of Nov 7, 2026). That is below 1, so growth is priced more cheaply than the earnings multiple alone suggests.
How solid is the balance sheet of Arkema SA (AKE)?
Balance-sheet figures for Arkema SA (as of Nov 7, 2026): return on equity 0.9%, debt of 0.58 per unit of equity. They feed the Quality Score of 37/100, which measures business quality independently of the share price.
How far is AKE from its 52-week high?
Arkema SA trades at €57.65, about 9% below its 52-week high of €63.05 and 26% above the low of €45.66 (as of Nov 6, 2026). Distance from the high says nothing about value: that is what the fair value of €61.61 is for.
Which stocks are comparable to Arkema SA?
From the same area (Basic Materials) we also value Linde plc, Ecolab Inc, The Sherwin-Williams Company, Nan Ya Plastics Corporation, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Arkema SA stock attractive at the current price?
The data as of Nov 7, 2026: price €57.65, calculated fair value €61.61 (+7%), Quality Score 37/100, from 24 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of AKE calculated?
We run Arkema SA through 24 models from 8 families: DCF Models, Earnings-Based, Dividend Discount, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings. Every model gets the same audited fundamentals; the fair value of €61.61 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.0% above its aggregate fair value. Arkema SA currently trades 6% below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Arkema SA (AKE)?
The closing price on Nov 6, 2026 was €57.65. Our model-based fair value is €61.61, about +7% upside (fairly valued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Arkema SA right now?
The price sits close to our fair value, market and models broadly agree here, little valuation tension. The price sits in the lower half of our model range, the side with the larger margin of safety. Read the verdict with care: some models are missing inputs, so the estimate scatters more than usual.
Where does the earnings growth of Arkema SA (AKE) come from?
Earnings per share at Arkema SA grew −1.3 % a year from 2014 to 2025. Broken into its drivers: revenue per share +2.7 %, EBIT margin −2.3 %, tax rate −0.2 %, residual (interest, one-offs) −1.4 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Arkema SA
How large is the market capitalisation of Arkema SA (AKE)?
The market capitalisation of Arkema SA is €5.9B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Arkema SA (AKE)?
The price-to-sales ratio of Arkema SA is 0.49 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Arkema SA (AKE)?
Earnings per share at Arkema SA are €0.2500 (price ÷ EPS = P/E 230.6). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Arkema SA (AKE)?
The dividend yield of Arkema SA is 6.2%. Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Arkema SA (AKE)?
The net margin of Arkema SA is 0.7% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Arkema SA (AKE)?
The return on equity (ROE) of Arkema SA is 0.9% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Arkema SA (AKE)?
On an EBIT basis the return on assets of Arkema SA is 5.9% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Arkema SA (AKE)?
The operating margin of Arkema SA is 7.9% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Arkema SA (AKE)?
Revenue at Arkema SA is growing +1.3% versus a year earlier (3y avg −7.7%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Arkema SA (AKE)?
Earnings per share at Arkema SA are growing −21.4% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does Arkema SA (AKE) carry?
The net debt of Arkema SA is €3.2B (fiscal year 2025, ≈ 9.4 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Some data
Nov 7, 2026