(AFX) Carl Zeiss Meditec - Overview

Sector: Healthcare | Industry: Medical Instruments & Supplies | Exchange: XETRA (Germany) | Market Cap: 2.300m EUR | Total Return: -53.7% in 12m

Surgical Microscopes, Intraocular Lenses, Laser Systems, Diagnostic Devices
Total Rating 42
Safety 78
Buy Signal 0.09
Medical Instruments & Supplies
Industry Rotation: +0.7
Market Cap: 2.68B
Avg Turnover: 4.79M
Risk 3d forecast
Volatility40.7%
VaR 5th Pctl6.44%
VaR vs Median-4.45%
Reward TTM
Sharpe Ratio-1.68
Rel. Str. IBD5.2
Rel. Str. Peer Group12.8
Character TTM
Beta0.507
Beta Downside0.611
Hurst Exponent0.561
Drawdowns 3y
Max DD80.43%
CAGR/Max DD-0.46
CAGR/Mean DD-0.84
EPS (Earnings per Share) EPS (Earnings per Share) of AFX over the last years for every Quarter: "2021-03": 0.61, "2021-06": 0.92, "2021-09": 0.6, "2021-12": 0.42, "2022-03": 1.03, "2022-06": 0.72, "2022-09": 1.17, "2022-12": 0.57, "2023-03": 0.69, "2023-06": 1.03, "2023-09": 0.96, "2023-12": 1.02, "2024-03": 0.44, "2024-06": 0.43, "2024-09": 1.01, "2024-12": 0.36, "2025-03": 0.52, "2025-06": 0.38, "2025-09": 0.59, "2025-12": 0.03, "2026-03": 0.22,
EPS CAGR: -30.61%
EPS Trend: -94.1%
Last SUE: -0.14
Qual. Beats: 0
Revenue Revenue of AFX over the last years for every Quarter: 2021-03: 398.456, 2021-06: 430.834, 2021-09: 448.585, 2021-12: 410.2, 2022-03: 445.229, 2022-06: 477.495, 2022-09: 569.936, 2022-12: 470.3, 2023-03: 504.218, 2023-06: 535.121, 2023-09: 579.7, 2023-12: 475, 2024-03: 472.125, 2024-06: 539.338, 2024-09: 579.627, 2024-12: 490.5, 2025-03: 560.016, 2025-06: 549.631, 2025-09: 627.545, 2025-12: 467, 2026-03: 990.977,
Rev. CAGR: 5.68%
Rev. Trend: 72.5%
Last SUE: 2.53
Qual. Beats: 3

Warnings

No concerns identified

Tailwinds

Confidence

Description: AFX Carl Zeiss Meditec

Carl Zeiss Meditec AG is a German medical technology firm specializing in ophthalmology and microsurgery. The company develops diagnostic and surgical solutions for chronic eye diseases, including intraocular lenses, laser systems for vision correction, and digital data management tools. Its microsurgery division focuses on visualization systems and interoperative radiotherapy for minimally invasive procedures in neurosurgery and ENT applications.

The company operates within the high-barrier medtech sector, where growth is driven by aging global demographics and the increasing prevalence of age-related vision impairment. As a majority-owned subsidiary of the ZEISS Group, the firm leverages a long-standing heritage in optical precision and a business model heavily reliant on high-margin consumables and recurring service revenues. Investors tracking these secular trends may find further insights on ValueRay.

Headquartered in Jena, Carl Zeiss Meditec maintains a global footprint with significant operations across North America, Europe, and Asia. Its product portfolio spans the entire clinical workflow, from initial diagnosis via optical coherence tomography to complex surgical interventions using specialized microscopes and tumor workflow solutions.

Headlines to Watch Out For
  • High demand for refractive lasers and intraocular lenses drives ophthalmology revenue
  • Expansion of surgical visualization systems sustains growth in the microsurgery segment
  • Dependence on Chinese healthcare spending creates significant regional revenue volatility
  • High research and development costs for digital surgical workflows impact margins
  • Global elective surgery volumes directly influence consumable and medical device sales
Piotroski VR-10 (Strict) 7.0
Net Income: 90.1m TTM > 0 and > 6% of Revenue
FCF/TA: 0.05 > 0.02 and ΔFCF/TA 1.98 > 1.0
NWC/Revenue: 27.50% < 20% (prev 29.67%; Δ -2.17% < -1%)
CFO/TA 0.06 > 3% & CFO 209.9m > Net Income 90.1m
Net Debt (726.1m) to EBITDA (362.4m): 2.00 < 3
Current Ratio: 2.43 > 1.5 & < 3
Outstanding Shares: last quarter (87.5m) vs 12m ago 0.36% < -2%
Gross Margin: 40.95% > 18% (prev 0.52%; Δ 4.04k% > 0.5%)
Asset Turnover: 78.29% > 50% (prev 63.94%; Δ 14.35% > 0%)
Interest Coverage Ratio: 7.53 > 6 (EBITDA TTM 362.4m / Interest Expense TTM 31.3m)
Altman Z'' 4.79
A: 0.22 (Total Current Assets 1.23b - Total Current Liabilities 508.2m) / Total Assets 3.34b
B: 0.46 (Retained Earnings 1.54b / Total Assets 3.34b)
C: 0.07 (EBIT TTM 236.0m / Avg Total Assets 3.37b)
D: 1.32 (Book Value of Equity 1.63b / Total Liabilities 1.23b)
Altman-Z'' = 4.79 = AA
Beneish M -2.76
DSRI: 0.88 (Receivables 623.7m/583.2m, Revenue 2.64b/2.17b)
GMI: 1.28 (GM 40.95% / 52.43%)
AQI: 0.98 (AQ_t 0.53 / AQ_t-1 0.54)
SGI: 1.21 (Revenue 2.64b / 2.17b)
TATA: -0.04 (NI 90.1m - CFO 209.9m) / TA 3.34b)
Beneish M = -2.76 (Cap -4..+1) = A
What is the price of AFX shares?

As of May 27, 2026, the stock is trading at EUR 26.40 with a total of 87,314 shares traded.
Over the past week, the price has changed by +4.60%, over one month by -0.15%, over three months by -1.05% and over the past year by -53.70%.

Is AFX a buy, sell or hold?

Carl Zeiss Meditec has no consensus analysts rating.

Carl Zeiss Meditec (AFX) - Fundamental Data Overview as of 25 May 2026
Market Cap USD = 2.68b (2.30b EUR * 1.1641 EUR.USD)
P/E Trailing = 16.323
P/E Forward = 16.6667
P/S = 1.061
P/B = 1.0762
P/EG = 0.9697
Revenue TTM = 2.64b EUR
EBIT TTM = 236.0m EUR
EBITDA TTM = 362.4m EUR
Long Term Debt = 400.0m EUR (from longTermDebt, last fiscal year)
Short Term Debt = 59.8m EUR (from shortTermDebt, last quarter)
Debt = 750.0m EUR (from shortLongTermDebtTotal, last quarter) + Leases 132.5m
Net Debt = 726.1m EUR (calculated: Debt 750.0m - CCE 23.9m)
Enterprise Value = 3.03b EUR (2.30b + Debt 750.0m - CCE 23.9m)
Interest Coverage Ratio = 7.53 (Ebit TTM 236.0m / Interest Expense TTM 31.3m)
EV/FCF = 17.75x (Enterprise Value 3.03b / FCF TTM 170.5m)
FCF Yield = 5.63% (FCF TTM 170.5m / Enterprise Value 3.03b)
FCF Margin = 6.47% (FCF TTM 170.5m / Revenue TTM 2.64b)
Net Margin = 3.42% (Net Income TTM 90.1m / Revenue TTM 2.64b)
Gross Margin = 40.95% ((Revenue TTM 2.64b - Cost of Revenue TTM 1.56b) / Revenue TTM)
Gross Margin QoQ = 49.50% (prev 48.65%)
Tobins Q-Ratio = 0.91 (Enterprise Value 3.03b / Total Assets 3.34b)
Interest Expense / Debt = 4.18% (Interest Expense 31.3m / Debt 750.0m)
Taxrate = 34.41% (7.00m / 20.3m)
NOPAT = 154.8m (EBIT 236.0m * (1 - 34.41%))
Current Ratio = 2.43 (Total Current Assets 1.23b / Total Current Liabilities 508.2m)
Debt / Equity = 0.36 (Debt 750.0m / totalStockholderEquity, last quarter 2.10b)
Debt / EBITDA = 2.00 (Net Debt 726.1m / EBITDA 362.4m)
Debt / FCF = 4.26 (Net Debt 726.1m / FCF TTM 170.5m)
Total Stockholder Equity = 2.10b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.68% (Net Income 90.1m / Total Assets 3.34b)
RoE = 4.30% (Net Income TTM 90.1m / Total Stockholder Equity 2.10b)
RoCE = 9.46% (EBIT 236.0m / Capital Employed (Equity 2.10b + L.T.Debt 400.0m))
RoIC = 5.40% (NOPAT 154.8m / Invested Capital 2.87b)
WACC = 6.53% (E(2.30b)/V(3.05b) * Re(7.77%) + D(750.0m)/V(3.05b) * Rd(4.18%) * (1-Tc(0.34)))
Discount Rate = 7.77% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -43.19 | Cagr: -0.95%
[DCF] Terminal Value 77.97% ; FCFF base≈144.8m ; Y1≈165.9m ; Y5≈244.2m
[DCF] Fair Price = 33.69 (EV 3.68b - Net Debt 726.1m = Equity 2.95b / Shares 87.5m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: -94.12 | EPS CAGR: -30.61% | SUE: -0.14 | # QB: 0
Revenue Correlation: 72.46 | Revenue CAGR: 5.68% | SUE: 2.53 | # QB: 3
EPS current Quarter (2026-06-30): EPS=0.27 | Chg30d=+28.57% | Revisions=N/A | Analysts=2
EPS current Year (2026-09-30): EPS=1.36 | Chg30d=-11.53% | Revisions=-56% | GrowthEPS=+0.0% | GrowthRev=-1.9%
EPS next Year (2027-09-30): EPS=1.87 | Chg30d=-5.21% | Revisions=-27% | GrowthEPS=+37.0% | GrowthRev=+5.8%
[Analyst] Revisions Ratio: -56%