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Essity AB (ESSITY-B) Fair Value & Analysis

Consumer Defensive · SE · Market cap 189B SEK

EA Essity AB ESSITY-B · ST
Pricekr 271.70
Fair Valuekr 276.84
Upside+1.9%
Quality66/100
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Evidence: High Range kr 210.65 – kr 420.12

Fair value as of: Jul 13, 2026

From 22 valuation models · updated 3 days ago

Fair value updated Jul 13, 2026, revised from kr 276.64 to kr 276.84 (+0.1%) since Jul 7, 2026. Share price +2.6% over the past month.

Price vs Fair Value (12 months)

kr 282.00 kr 231.21 Fair Value kr 276.84 Jul 2025 Jul 2026

12‑month range kr 231.21 – kr 282.00 · fair‑value band kr 210.65 – kr 420.12 · the kr 271.70 price screens below the kr 276.84 fair value. As of Jul 13, 2026.

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Analysis

Essity AB (ESSITY-B) currently trades at kr 271.70, while our model-based Fair Value estimate is kr 276.84, implying the stock looks roughly 1.9% fairly valued today. We read business quality at 66/100 (solid quality), in the Consumer Defensive 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, 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 Jul 13, 2026

Our scenario range runs from kr 210.65 (bear case) to kr 420.12 (bull case); at kr 271.70, the current price sits within that range. 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 -44% fair-value upside, at 2%, ESSITY-B screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 137B SEK
Revenue growth (YoY) -5.1%
Net margin 9.1%
Return on equity 14.9%
Free cash flow 8.4B SEK FY2025
P/E ratio 14.1
More key figures
Operating margin 13.1%
EPS (TTM) kr 18.18
Dividend yield 3.4%
EPS growth (YoY) -4.3%
Net debt 30.1B SEK FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 13, 2026. TTM = trailing twelve months.

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. 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, …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Essity AB reported revenue of kr 138B in FY2025 versus kr 122B in FY2021, a compound +3.2%/yr. Reported net income was kr 12.7B in FY2025, compounding +10.1%/yr from FY2021.

Revenue +3.2%/yr
FY21 kr 122B
FY22 kr 156B
FY23 kr 147B
FY24 kr 146B
FY25 kr 138B
Net income +10.1%/yr
FY21 kr 8.6B
FY22 kr 5.6B
FY23 kr 9.6B
FY24 kr 20.9B
FY25 kr 12.7B

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Cite: Fair Value Calculator (2026). "Essity AB Fair Value". https://www.fairvalue-calculator.com/stock/ESSITY-B

Recent news

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Similar stocks

10 more Household & Personal Products stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).

Stock Price Fair Value vs Fair Value
The Procter & Gamble Company PRG €123.42 €69.60 -44%
L'Oréal S.A LRLCF $428.02 $273.79 -36%
Unilever PLC UNA €50.99 €40.24 -21%
Colgate-Palmolive Company CL $88.67 $55.95 -37%
Hindustan Unilever Limited HINDUNILVR ₹2,170 ₹807.38 -63%
Kimberly-Clark Corporation KMBB34 R$507.13 R$264.22 -48%
Church & Dwight Co CHDC34 R$488.56 R$53.25 -89%
Godrej Consumer Products Limited GODREJCP ₹998.00 ₹323.44 -68%
Marico Limited MARICO ₹812.45 ₹249.21 -69%
APR Co 278470 410,500 KRW 237,863 KRW -42%

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Frequently asked questions

Is Essity AB (ESSITY-B) undervalued?
As of Jul 13, 2026, our model estimates a fair value of kr 276.84 versus a price of kr 271.70, about +2% (fairly valued). Model-based estimate, not financial advice.
What is the fair value of ESSITY-B?
Our model-based fair value for Essity AB is kr 276.84 (as of Jul 13, 2026), built from audited fundamentals. The current price is kr 271.70.
What is the quality score of ESSITY-B?
Essity AB has a Quality Score of 66/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Essity AB (ESSITY-B)?
Essity AB reported trailing-twelve-month revenue of about 137B SEK (latest available figure, as of Jul 13, 2026).
What is the net profit margin of ESSITY-B?
The net profit margin of Essity AB is about 9.1%, meaning it keeps roughly 9.1% of revenue as net income. Based on the latest reported figures.
Does Essity AB pay a dividend?
Essity AB currently shows a dividend yield of about 3.44% relative to its recent price (as of Jul 13, 2026).

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.

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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.