New KPMG research finds a disconnect between sustainability strategy and financial decision-making, leaving value at risk.

      Highlights:

      • 72 percent of executives understand their sustainability strategies but only 19% can quantify how it will impact their future performance
      • Four in five companies are unable to measure how sustainability affects profits, cash flow or valuation, leaving risks and opportunities largely unpriced
      • 60 percent say they factor sustainability into financial planning but very few can translate it into EBITDA, CapEx or balance sheet impacts
      • Sectors leading on the use of advanced valuation methodologies include banking and capital markets (33 percent), energy and natural resources (31 percent), and automotive (27 percent) 

      22 June 2026: A significant gap remains between companies’ understanding of sustainability and their ability to translate it into financial value, according to a new global KPMG study.

      The study, Closing the Sustainability Valuation Gap, reveals that while 72% of executives say they understand their organization’s sustainability strategy, metrics and performance, only 19% apply robust quantification approaches to measure its financial impact, highlighting a critical disconnect at the center of corporate decision-making.

      Surveying over 2,000 executives across 19 countries and territories, the study finds sustainability is now firmly on the boardroom agenda, with 60% of organizations considering sustainability risks and opportunities in financial planning, and half embedding it into core strategy.

      However, the report shows that few organizations have succeeded in translating sustainability into financial metrics such as EBITDA, cash flow and capital expenditure impacts, challenging whether it is considered in financial planning, and creating a disconnect between sustainability initiatives and enterprise value. As a result, companies risk overlooking both the cost of inaction and the potential value creation opportunity of sustainability investments.

      Simon Weaver, Global Head of Sustainability Advisory, KPMG International, said: 

      Boards increasingly understand sustainability risks and opportunities, but understanding alone is no longer enough. A real challenge is turning that insight into financial outcomes that can inform decisions. Without robust quantification, companies risk missing both the downside risks and the upside value creation opportunity.

      Simon Weaver

      Global Head of Sustainability Advisory

      KPMG International

      A ‘valuation gap’ with real consequences

      The study identifies that strong awareness of sustainability in business is not matched by financial integration. It highlights that without robust quantification, sustainability initiatives may struggle to secure investment, risks may not be fully priced into decision-making, and opportunities for growth and efficiency may be missed. This could create a critical blind spot as investor scrutiny intensifies and capital shifts towards businesses that can demonstrate resilience to sustainability-related risks.

      Sector leaders begin to close the gap

      Some industries are moving faster than others. The report finds that 33 percent of banking and capital markets firms, 31 percent of energy and natural resources companies, and 27 percent of automotive organizations are already using advanced valuation methodologies to quantify sustainability impacts — higher than the global average of 19 percent.

      These sectors are leading due to the more immediate and material impact sustainability risks have on their financial performance and capital allocation decisions. 

      Unlocking value: from compliance to commercial impact

      The findings highlight a major opportunity for companies to move beyond treating sustainability as a compliance exercise and instead embed it as a driver of enterprise value.

      A case study from KPMG in the UK shows how applying structured valuation approaches can deliver significant financial returns. It identified six sustainability initiatives capable of generating an uplift in EBITDA by as much as 35% for a food and beverage portfolio company.

      It also reveals how one leading European bank recently divested from dozens of companies following risk assessments related to ESG issues. These decisions signal a clear shift: capital is being reallocated away from businesses that cannot demonstrate resilience against sustainability-related risks.

      Closing the gap: quantification is the missing link

      KPMG argues that the next phase of sustainability will be defined not by awareness or reporting, but by financial integration and valuation discipline. To close the gap, organizations should develop consistent methodologies to quantify sustainability impacts, embed sustainability into financial planning, capital allocation and valuation, and build stronger collaboration between sustainability and finance teams.

      Julie Vasadi, Global Lead, Sustainability Deals & Value, KPMG International, said:

      While systemic change is undoubtedly on its way, it will likely be built from the bottom up as much as being mandated from the top down. Understanding the business case for action is a starting point; without that, progress may be limited. A real risk lies in doing nothing. Companies that take the initiative now will likely be better prepared to protect and create value and competitive advantage at their own organizations.

      Julie Vasadi

      Global Lead, Sustainability Deals & Value

      KPMG International

      About KPMG

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      About the research

      • The research is based on a global survey of 2,024 C-suite and senior executives conducted between November 2025 and May 2026 across 19 countries and territories.
      • Respondents represent organizations with annual revenues of at least US$100 million across more than 20 sectors.
      • The full report explores how companies can bridge the sustainability valuation gap and embed sustainability into financial decision-making.
      Simon Weaver

      Global Head of ESG, Sustainability Advisory

      KPMG International


      Julie Vasadi
      Julie Vasadi

      Head of ESG Due Diligence, Transaction Services

      KPMG Australia

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      For media queries, please contact:
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      KPMG International                                                                                   

      T: +44 7704 675 753
      E: dannielle.mcallister@kpmg.co.uk