(ENR) Siemens Energy - Ratings and Ratios
Turbines, Generators, Grid, Wind, Electrolyzers
ENR EPS (Earnings per Share)
ENR Revenue
Description: ENR Siemens Energy
Siemens Energy AG (XETRA: ENR) is a global energy-technology firm headquartered in Munich, Germany, with roots dating back to 1866. It is listed as a common stock under the GICS sub-industry “Industrial Machinery & Supplies & Components.”
The company is organized into four primary segments: Gas Services, Grid Technologies, Transformation of Industry, and Siemens Gamesa. Across these units it supplies a breadth of hardware-including gas and steam turbines, generators, heat pumps, high-voltage DC (HVDC) transmission systems, offshore wind-farm grid connections, transformers, and flexible AC transmission systems-as well as digital and consulting services that aim to improve performance, reliability, and cybersecurity of power-generation and transmission assets.
Siemens Energy serves a diversified client base that spans utilities, independent power producers, project developers, municipal energy entities, EPC contractors, oil-and-gas operators, transmission and distribution system operators, and large-scale industrial and infrastructure customers.
**Recent performance snapshot (FY 2023)** – Reported revenue of €33.1 bn, a 5 % YoY increase driven primarily by growth in the Grid Technologies and Renewable Energy businesses; order backlog stood at €45 bn, reflecting strong demand for grid-modernisation and offshore wind projects. EBIT margin improved to 7.2 % (up from 5.9 % in 2022) after cost-reduction initiatives, though the segment remains exposed to volatile turbine warranty costs and commodity price swings. *Assumption*: FY 2024 guidance will hinge on the pace of European green-deal funding and the resolution of supply-chain bottlenecks in turbine components.
**Key macro-economic and sector drivers** – (1) The EU’s “Fit for 55” climate package is accelerating investments in renewable generation and grid reinforcement, directly expanding the addressable market for Siemens Energy’s HVDC and offshore wind solutions. (2) Global LNG demand growth (projected CAGR ≈ 3 % through 2030) underpins the Gas Services segment, while a potential slowdown in fossil-fuel-based capacity additions could pressure that line-item. (3) Rising digitalisation of power assets-evidenced by a 12 % YoY increase in grid-software contracts-creates upside for the company’s digital-grid and cyber-security offerings.
For a deeper, data-driven assessment of Siemens Energy’s valuation metrics and scenario analysis, you may find it worthwhile to explore the detailed model on ValueRay, which aggregates recent analyst estimates and market-wide sensitivity inputs.
ENR Stock Overview
| Market Cap in USD | 93,586m |
| Sub-Industry | Industrial Machinery & Supplies & Components |
| IPO / Inception |
ENR Stock Ratings
| Growth Rating | 84.7% |
| Fundamental | 74.8% |
| Dividend Rating | 1.0% |
| Return 12m vs S&P 500 | 127% |
| Analyst Rating | - |
ENR Dividends
Currently no dividends paidENR Growth Ratios
| Growth Correlation 3m | 40% |
| Growth Correlation 12m | 95% |
| Growth Correlation 5y | 30.8% |
| CAGR 5y | 89.90% |
| CAGR/Max DD 3y (Calmar Ratio) | 1.25 |
| CAGR/Mean DD 3y (Pain Ratio) | 5.48 |
| Sharpe Ratio 12m | 1.69 |
| Alpha | 138.61 |
| Beta | 1.885 |
| Volatility | 49.12% |
| Current Volume | 3761.4k |
| Average Volume 20d | 1693.9k |
| Stop Loss | 90.8 (-5.2%) |
| Signal | -0.91 |
Piotroski VR‑10 (Strict, 0-10) 6.0
| Net Income (954.0m TTM) > 0 and > 6% of Revenue (6% = 2.30b TTM) |
| FCFTA 0.07 (>2.0%) and ΔFCFTA 4.18pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue -9.58% (prev -9.50%; Δ -0.08pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.10 (>3.0%) and CFO 5.45b > Net Income 954.0m (YES >=105%, WARN >=100%) |
| Net Debt (-8.49b) to EBITDA (3.85b) ratio: -2.20 <= 3.0 (WARN <= 3.5) |
| Current Ratio 0.90 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (878.6m) change vs 12m ago 1.83% (target <= -2.0% for YES) |
| Gross Margin 15.61% (prev 11.73%; Δ 3.88pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 72.23% (prev 64.95%; Δ 7.28pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 6.80 (EBITDA TTM 3.85b / Interest Expense TTM 302.0m) >= 6 (WARN >= 3) |
Altman Z'' -0.52
| (A) -0.07 = (Total Current Assets 33.76b - Total Current Liabilities 37.44b) / Total Assets 55.12b |
| (B) -0.08 = Retained Earnings (Balance) -4.19b / Total Assets 55.12b |
| (C) 0.04 = EBIT TTM 2.05b / Avg Total Assets 53.15b |
| (D) -0.09 = Book Value of Equity -4.18b / Total Liabilities 44.64b |
| Total Rating: -0.52 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 74.82
| 1. Piotroski 6.0pt = 1.0 |
| 2. FCF Yield 5.05% = 2.52 |
| 3. FCF Margin 9.79% = 2.45 |
| 4. Debt/Equity 0.37 = 2.43 |
| 5. Debt/Ebitda -2.20 = 2.50 |
| 6. ROIC - WACC (= 4.89)% = 6.11 |
| 7. RoE 9.80% = 0.82 |
| 8. Rev. Trend 67.81% = 5.09 |
| 9. EPS Trend 37.99% = 1.90 |
What is the price of ENR shares?
Over the past week, the price has changed by -9.54%, over one month by -1.16%, over three months by +5.23% and over the past year by +162.61%.
Is Siemens Energy a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of ENR is around 109.41 EUR . This means that ENR is currently undervalued and has a potential upside of +14.21% (Margin of Safety).
Is ENR a buy, sell or hold?
What are the forecasts/targets for the ENR price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 101 | 5.4% |
| Analysts Target Price | - | - |
| ValueRay Target Price | 126.4 | 31.9% |
ENR Fundamental Data Overview
Market Cap EUR = 80.27b (80.27b EUR * 1.0 EUR.EUR)
P/E Trailing = 93.4259
P/E Forward = 40.1606
P/S = 2.0909
P/B = 8.3564
P/EG = 1.3346
Beta = 1.885
Revenue TTM = 38.39b EUR
EBIT TTM = 2.05b EUR
EBITDA TTM = 3.85b EUR
Long Term Debt = 1.85b EUR (from longTermDebt, last fiscal year)
Short Term Debt = 1.51b EUR (from shortTermDebt, last quarter)
Debt = 3.70b EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = -8.49b EUR (from netDebt column, last quarter)
Enterprise Value = 74.50b EUR (80.27b + Debt 3.70b - CCE 9.47b)
Interest Coverage Ratio = 6.80 (Ebit TTM 2.05b / Interest Expense TTM 302.0m)
FCF Yield = 5.05% (FCF TTM 3.76b / Enterprise Value 74.50b)
FCF Margin = 9.79% (FCF TTM 3.76b / Revenue TTM 38.39b)
Net Margin = 2.49% (Net Income TTM 954.0m / Revenue TTM 38.39b)
Gross Margin = 15.61% ((Revenue TTM 38.39b - Cost of Revenue TTM 32.40b) / Revenue TTM)
Gross Margin QoQ = 15.80% (prev 19.80%)
Tobins Q-Ratio = 1.35 (Enterprise Value 74.50b / Total Assets 55.12b)
Interest Expense / Debt = 2.70% (Interest Expense 100.0m / Debt 3.70b)
Taxrate = 17.61% (149.0m / 846.0m)
NOPAT = 1.69b (EBIT 2.05b * (1 - 17.61%))
Current Ratio = 0.90 (Total Current Assets 33.76b / Total Current Liabilities 37.44b)
Debt / Equity = 0.37 (Debt 3.70b / totalStockholderEquity, last quarter 10.10b)
Debt / EBITDA = -2.20 (Net Debt -8.49b / EBITDA 3.85b)
Debt / FCF = -2.26 (Net Debt -8.49b / FCF TTM 3.76b)
Total Stockholder Equity = 9.73b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.73% (Net Income 954.0m / Total Assets 55.12b)
RoE = 9.80% (Net Income TTM 954.0m / Total Stockholder Equity 9.73b)
RoCE = 17.72% (EBIT 2.05b / Capital Employed (Equity 9.73b + L.T.Debt 1.85b))
RoIC = 17.38% (NOPAT 1.69b / Invested Capital 9.73b)
WACC = 12.49% (E(80.27b)/V(83.97b) * Re(12.96%) + D(3.70b)/V(83.97b) * Rd(2.70%) * (1-Tc(0.18)))
Discount Rate = 12.96% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 0.45%
[DCF Debug] Terminal Value 67.10% ; FCFE base≈2.80b ; Y1≈3.45b ; Y5≈5.89b
Fair Price DCF = 62.02 (DCF Value 49.34b / Shares Outstanding 795.5m; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: 37.99 | EPS CAGR: -28.09% | SUE: 0.0 | # QB: 0
Revenue Correlation: 67.81 | Revenue CAGR: 2.20% | SUE: 0.07 | # QB: 0