AFX Stock Analysis: Carl Zeiss Meditec | XETRA

Medical Instruments & Supplies | XETRA, Germany | Market Cap: 2.516m EUR | 12M Return: -41% | Charts, Fundamentals & Technical Analysis

Ophthalmic Diagnostics, Surgical Microscopes, Intraocular Lenses, Laser Surgery
Total Rating 41
Safety 84
Buy Signal -0.11
Medical Instruments & Supplies
Industry Rotation: +2.0
Market Cap: 2.88B
Avg Turnover: 6.29M
Risk 3d forecast
Volatility48.9%
VaR 5th Pctl7.67%
VaR vs Median-4.11%
Reward TTM
Sharpe Ratio-1.03
Rel. Str. IBD12.8
Rel. Str. Peer Group24.7
Character TTM
Beta0.538
Beta Downside0.541
Hurst Exponent0.573
Drawdowns 3y
Max DD80.43%
CAGR/Max DD-0.41
CAGR/Mean DD-0.71
EPS (Earnings per Share) EPS (Earnings per Share) of AFX over the last years for every Quarter: "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": 1.02, "2023-12": 1.02, "2024-03": 0.44, "2024-06": 0.43, "2024-09": 1.01, "2024-12": 0.36, "2025-03": 0.58, "2025-06": 0.38, "2025-09": 0.59, "2025-12": 0.03, "2026-03": 0.45,
EPS CAGR: -28.39%
EPS Trend: -94.8%
Last SUE: 0.83
Qual. Beats: 0
Revenue Revenue of AFX over the last years for every Quarter: 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

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.3% 2
Feb -3.8% 28
Mar +0.0% 5
Apr +1.9% 21
May +0.4% 11
Jun -0.5% 13
Jul +9.2% 36
Aug -3.9% 12
Sep -1.7% 22
Oct +1.1% 22
Nov +1.8% 9
Dec -0.3% 8

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: AFX Carl Zeiss Meditec

Carl Zeiss Meditec AG (XETRA: AFX) is a German medical technology company operating as a subsidiary of the ZEISS Group. Headquartered in Jena and tracing its origins to 1846, the company is classified within the GICS Health Care Equipment sub-industry and carries a mid-cap market capitalization of approximately USD 2.5 billion.

The company is organized into two segments: Ophthalmology and Microsurgery. The Ophthalmology segment covers products and solutions for the diagnosis and treatment of chronic eye diseases, including diagnostic devices (slit lamps, refractometers, tonometers, optical coherence tomography, fundus cameras, perimeters), surgical microscopes, intraocular lenses, phacoemulsification and vitrectomy equipment, and laser eye surgery systems such as the VISUMAX femtosecond laser for lenticule extraction. The Microsurgery segment offers surgical visualization, intraoperative radiotherapy and pathology solutions, surgical instruments, and the ZEISS Tumor Workflow.

Customers include physicians across multiple specialties and hospitals, with operations spanning Germany, the rest of Europe, North America, and Asia. As a medical technology company, Carl Zeiss Meditec operates in a sector characterized by long product cycles, strict regulatory requirements, and recurring revenue from consumables, surgical instruments, and service contracts tied to its installed base of diagnostic and surgical equipment.

Headlines to Watch Out For
  • China demand weakness pressures ophthalmology segment revenue growth
  • VISUMAX femtosecond laser adoption drives refractive surgery consumables
  • Strong euro headwind compresses reported operating margins
Piotroski VR-10 (Strict) 5.5
Net Income: 90.0m TTM > 0 and > 6% of Revenue
FCF/TA: 0.12 > 0.02 and ΔFCF/TA 8.54 > 1.0
NWC/Revenue: 27.50% < 20% (prev 30.24%; Δ -2.74% < -1%)
CFO/TA 0.11 > 3% & CFO 374.2m > Net Income 90.0m
Net Debt (726.1m) to EBITDA (288.6m): 2.52 < 3
Current Ratio: 2.43 > 1.5 & < 3
Outstanding Shares: last quarter (87.5m) vs 12m ago 0.36% < -2%
Gross Margin: 50.82% > 18% (prev 52.43%; Δ -1.61% > 0.5%)
Asset Turnover: 77.36% > 50% (prev 62.44%; Δ 14.92% > 0%)
Interest Coverage Ratio: 4.19 > 6 (EBIT TTM 162.2m / Interest Expense TTM 38.7m)
Altman Z'' 5.04
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: 0.05 (EBIT TTM 162.2m / Avg Total Assets 3.41b)
D: 1.71 (Book Value of Equity 2.10b / Total Liabilities 1.23b)
Altman-Z'' = 5.04 = AAA
Beneish M -2.96
DSRI: 0.87 (Receivables 623.7m/592.5m, Revenue 2.64b/2.17b)
GMI: 1.03 (GM 52.43% / 50.82%)
AQI: 1.00 (AQ_t 0.53 / AQ_t-1 0.53)
SGI: 1.21 (Revenue 2.64b / 2.17b)
TATA: -0.09 (NI 90.0m - CFO 374.2m) / TA 3.34b)
Beneish M = -2.96 (Cap -4..+1) = A
What is the price of AFX shares?

As of July 11, 2026, the stock is trading at EUR 30.60 with a total of 381,607 shares traded. Over the past week, the price has changed by +6.47%, over one month by +19.07%, over three months by +17.96% and over the past year by -40.97%.

Current recommended Stop Loss: 29.30 (which is 4.2% or 1.2 ATR below the current price).

Is AFX a buy, sell or hold?

Carl Zeiss Meditec has no consensus analysts rating.

Carl Zeiss Meditec (AFX) - Fundamental Data Overview as of 06 July 2026
Market Cap USD = 2.88b (2.52b EUR * 1.1431 EUR.USD)
P/E Trailing = 20.9781
P/E Forward = 15.6986
P/S = 1.1603
P/B = 1.1887
P/EG = 0.9131
Revenue TTM = 2.64b EUR
EBIT TTM = 162.2m EUR
EBITDA TTM = 288.6m 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 = 3.24b EUR (2.52b + Debt 750.0m - CCE 23.9m)
Interest Coverage Ratio = 4.19 (Ebit TTM 162.2m / Interest Expense TTM 38.7m)
EV/FCF = 8.38x (Enterprise Value 3.24b / FCF TTM 387.0m)
FCF Yield = 11.94% (FCF TTM 387.0m / Enterprise Value 3.24b)
FCF Margin = 14.69% (FCF TTM 387.0m / Revenue TTM 2.64b)
Net Margin = 3.41% (Net Income TTM 90.0m / Revenue TTM 2.64b)
Gross Margin = 50.82% ((Revenue TTM 2.64b - Cost of Revenue TTM 1.30b) / Revenue TTM)
Gross Margin QoQ = 49.50% (prev 48.65%)
Tobins Q-Ratio = 0.97 (Enterprise Value 3.24b / Total Assets 3.34b)
Interest Expense / Debt = 5.16% (Interest Expense 38.7m / Debt 750.0m)
Taxrate = 27.36% (33.8m / 123.4m)
NOPAT = 117.8m (EBIT 162.2m * (1 - 27.36%))
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 = 2.52 (Net Debt 726.1m / EBITDA 288.6m)
Debt / FCF = 1.88 (Net Debt 726.1m / FCF TTM 387.0m)
Total Stockholder Equity = 2.10b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.64% (Net Income 90.0m / Total Assets 3.34b)
RoE = 4.29% (Net Income TTM 90.0m / Total Stockholder Equity 2.10b)
RoCE = 6.50% (EBIT 162.2m / Capital Employed (Equity 2.10b + L.T.Debt 400.0m))
RoIC = 4.11% (NOPAT 117.8m / Invested Capital 2.87b)
WACC = 6.92% (E(2.52b)/V(3.27b) * Re(7.87%) + D(750.0m)/V(3.27b) * Rd(5.16%) * (1-Tc(0.27)))
Discount Rate = 7.87% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -43.19 | Cagr: -0.76%
[DCF] Terminal Value 77.97% ; FCFF base≈274.7m ; Y1≈314.9m ; Y5≈463.4m
[DCF] Fair Price = 71.37 (EV 6.97b - Net Debt 726.1m = Equity 6.25b / Shares 87.5m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: -94.81 | EPS CAGR: -28.39% | SUE: 0.83 | # QB: 0
Revenue Correlation: 72.46 | Revenue CAGR: 5.68% | SUE: 2.53 | # QB: 3
EPS current Quarter (2026-06-30): EPS=0.40 | Chg30d=-2.44% | Revisions=+0% | Analysts=2
EPS current Year (2026-09-30): EPS=1.38 | Chg30d=-0.50% | Revisions=-44% | GrowthEPS=+0.0% | GrowthRev=-1.8%
EPS next Year (2027-09-30): EPS=1.80 | Chg30d=-3.69% | Revisions=-36% | GrowthEPS=+30.0% | GrowthRev=+5.0%
[Analyst] Revisions Ratio: -47% (up=3, down=11)