Does DSM Firmenich AG - Sponsored ADR (DSFIY) have what it takes to be a top stock pick for momentum investors? Let's find out.
DSM-Firmenich AG (DSFIY) Q2 2026 Earnings Call Transcript
DSM-Firmenich is a high-quality specialty chemicals company focused on inelastic, high-margin nutrition, health, and beauty ingredients. Following the divestment of its volatile animal nutrition segment, DSM-Firmenich now boasts a robust A-rated balance sheet, strong FCF, and a well-covered 3%+ dividend. Despite historical premium valuations, I assign a forward P/E of 17-18x, reflecting justified but moderate premiumization versus peers, with a price target of €67.8/share.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 25,000 | $153,750 | $127,750 | -$26,000 | -16.91% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 2.24M | $13.42M | $11.84M | -$1.58M | -11.8% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,700 | $16,227 | $13,797 | -$2,430 | -14.98% |
Daniel L. Lippincott Karpus Management Inc. | 936,572 | $5.28M | $4.95M | -$337,692.11 | -6.39% |
Bulldog Investors Bulldog Investors LLP | 3.07M | $18.09M | $16.16M | -$1.94M | -10.7% |