Essity ESSITY-B.ST
Essity is a Swedish hygiene and health company (tissue, feminine care, incontinence and health care) operating globally with brands such as TENA and Libresse. Essity shows solid financial health (ND/EBITDA 1.46) and an attractive valuation (P/E 14.68), but earnings growth is negative (-10.30%) and a new competitor in tissue adds competitive pressure.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Essity is a Swedish hygiene and health company (tissue, feminine care, incontinence and health care) operating globally with brands such as TENA and Libresse. Essity shows solid financial health (ND/EBITDA 1.46) and an attractive valuation (P/E 14.68), but earnings growth is negative (-10.30%) and a new competitor in tissue adds competitive pressure.
Score by category
| Category | Score |
|---|---|
| Financial health | 6.6 |
| Quality / Moat | 5.4 |
| Valuation | 6.9 |
| Growth | 3.6 |
| Dividend | 7.5 |
| Momentum | 6.6 |
| Risk & Context | 8.6 |
OVERALL SCORE: 6.5/10
Context and risks
Moderate governance/regulatory risk in Sweden. No material exposure to current macro factors (rates, oil, geopolitics) given its defensive consumer profile.
News considered in the analysis
- Reckitt Benckiser shares rise over 4% as JP Morgan upgrades to 'overweight' — Noticia sobre un competidor directo; sin impacto directo en los fundamentales de Essity.
- Essity AB (ETTYF) (Half Year 2026) Earnings Call Highlights: Navigating Growth Amidst Challenges — Resumen de resultados ya publicados y cubiertos; sin información nueva material.
- Kleenex owner Arbex targets global market share gains with Suzano, Kimberly-Clark backing — Un nuevo competidor con respaldo financiero fuerte (Suzano, Kimberly-Clark) busca ganar cuota de mercado global en tissue, segmento clave para Essity; presión competitiva creciente.
- Is It Time To Reconsider Essity (OM:ESSITY B) After Prolonged Share Price Weakness? — Artículo de opinión de Simply Wall St.; sin información nueva.
- Essity AB (ETTYF) Q1 2026 Earnings Call Highlights: Navigating Currency Challenges and ... — Resumen de resultados del Q1 ya publicados y cubiertos; sin información nueva material.
Verdict: Hold; the reasonable valuation and sustainable dividend offset weak growth and increasing competition.
Main risk: Stagnant earnings growth (-10.30%) combined with the entry of an aggressive competitor in the tissue segment (Arbex) could erode market share and margins.
Other Consumer Defensive companies
Neighbours in the sector ranking, to compare without going back to the index.
See all 1,000+ companies in the index →