DSM-Firmenich: A Widening Moat At A Discount

2025-09-23 22:13:05 ET

DSM-Firmenich ( DSMFF )( DSFIY ) is the company that resulted from the merger of Netherlands-based DSM and Swiss Firmenich. We've covered the company a few times, starting with DSM before the merger and then with some skepticism about the merger benefits. Earlier this year, we started to become more optimistic about the company, starting to finally see more concrete evidence of synergies and a return to growth. This was validated with relatively strong first-half of fiscal year 2025 results, but shares have continued to decline. We believe this combination of stronger fundamentals with a lower share price offers a rare opportunity to buy shares in this quality company at an attractive valuation....

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