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BASF SE (DE:BAS)
XETRA:BAS
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BASF SE (BAS) AI Stock Analysis

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DE:BAS

BASF SE

(XETRA:BAS)

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Neutral 70 (OpenAI - 5.2)
Rating:70Neutral
Price Target:
€55.00
▲(4.23% Upside)
Action:Reiterated
Date:08/01/26
The score is driven primarily by improving financial performance (stronger margins and ROE with manageable leverage), tempered by weaker free-cash-flow conversion and recent FCF decline. Valuation is a major positive (low P/E and solid dividend yield), while technicals are supportive with the stock above key moving averages but lack momentum indicator confirmation.
Positive Factors
Integrated production (Verbund)
BASF's Verbund integration creates durable cost and utilization advantages by recycling by-products and sharing energy across plants. This structural efficiency supports margins and capital productivity versus non-integrated peers, making earnings less sensitive to incremental volume swings over months.
Negative Factors
Weak free cash flow conversion
Profits are not translating reliably into discretionary cash, limiting sustainable funding for dividends, buybacks and investment. A low FCF-to-income ratio increases sensitivity to working-capital swings and raises the risk that earnings improvements won't quickly convert to cash during tougher quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Integrated production (Verbund)
BASF's Verbund integration creates durable cost and utilization advantages by recycling by-products and sharing energy across plants. This structural efficiency supports margins and capital productivity versus non-integrated peers, making earnings less sensitive to incremental volume swings over months.
Read all positive factors

BASF SE (BAS) vs. iShares MSCI Germany ETF (EWG)

BASF SE Business Overview & Revenue Model

Company Description
BASF SE functions as a prominent global chemical enterprise. Its extensive operations are structured across six distinct segments: Chemicals, Materials, Industrial Solutions, Surface Technologies, Nutrition & Care, and Agricultural Solutions. The ...
How the Company Makes Money
BASF makes money primarily by manufacturing and selling chemical products and related solutions to business customers across many end markets (e.g., automotive, construction, industrial manufacturing, consumer goods, agriculture, and energy). Reve...

BASF SE Financial Statement Overview

Summary
Financials show a meaningful profitability rebound (TTM net margin ~9.4% vs ~2.7% in 2025; EBIT margin ~8.3% vs ~5.5%), and leverage appears manageable (TTM debt-to-equity ~0.69). The main constraint is weaker cash conversion and volatility: free cash flow fell ~40.8% TTM and is only ~30% of net income, with multi-year top-line cyclicality.
Income Statement
72
Positive
Balance Sheet
68
Positive
Cash Flow
55
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue61.58B59.66B61.44B68.90B87.33B78.60B
Gross Profit14.75B14.24B15.12B16.58B21.01B19.53B
EBITDA8.27B6.96B6.52B6.28B5.72B11.80B
Net Income5.80B1.62B1.30B225.00M-627.00M5.52B
Balance Sheet
Total Assets83.87B78.02B80.42B79.93B84.47B87.38B
Cash, Cash Equivalents and Short-Term Investments7.89B2.76B2.98B2.68B2.75B2.83B
Total Debt25.00B24.42B24.00B21.35B20.95B19.14B
Total Liabilities46.47B43.68B43.53B43.28B43.55B45.30B
Stockholders Equity36.32B33.19B35.60B35.28B39.57B40.79B
Cash Flow
Free Cash Flow1.04B1.34B748.00M2.72B3.33B3.71B
Operating Cash Flow4.73B5.61B6.95B8.11B7.71B7.25B
Investing Cash Flow3.70B-3.21B-5.08B-4.99B-3.78B-2.62B
Financing Cash Flow-3.21B-2.42B-1.55B-2.90B-4.01B-6.46B

BASF SE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price52.77
Price Trends
50DMA
49.03
Positive
100DMA
49.97
Positive
200DMA
46.83
Positive
Market Momentum
MACD
0.75
Negative
RSI
64.10
Neutral
STOCH
87.95
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For DE:BAS, the sentiment is Positive. The current price of 52.77 is above the 20-day moving average (MA) of 49.67, above the 50-day MA of 49.03, and above the 200-day MA of 46.83, indicating a bullish trend. The MACD of 0.75 indicates Negative momentum. The RSI at 64.10 is Neutral, neither overbought nor oversold. The STOCH value of 87.95 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DE:BAS.

BASF SE Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
70
Neutral
€46.08B7.7017.00%5.16%-8.88%1431.12%
63
Neutral
€9.13B39.565.27%3.22%-9.48%-56.88%
58
Neutral
€224.82M-6.16-9.29%1.56%-11.18%-433.15%
57
Neutral
€48.36B-27.81-7.52%0.24%-2.87%33.72%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
54
Neutral
€525.12M-14.73-14.19%-15.97%74.49%
49
Neutral
€71.49M12,565.700.01%0.80%-12.44%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DE:BAS
BASF SE
51.26
8.28
19.27%
DE:BAYN
Bayer
48.95
23.07
89.11%
DE:BNR
Brenntag AG
62.50
8.83
16.46%
DE:2HRA
H&R GmbH & Co. KGaA
6.08
1.06
21.12%
DE:SGL
SGL Carbon
4.33
0.98
29.10%
DE:IBU
IBU-tec advanced materials AG
15.10
4.73
45.61%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 01, 2026