(S92) SMA Solar Technology - Overview
Sector: Technology | Industry: Solar | Exchange: XETRA (Germany) | Market Cap: 2.197m EUR | Total Return: 213.5% in 12m
Industry Rotation: +27.5
Avg Turnover: 7.67M
EPS Trend: -60.7%
Qual. Beats: 0
Rev. Trend: 47.8%
Qual. Beats: 0
Warnings
Interest Coverage Ratio -8.1 is critical
Altman Z'' 0.85 < 1.0 - financial distress zone
Tailwinds
Supp Ema20, Leader, Tailwind, Pullback 52w
SMA Solar Technology AG is a German manufacturer specializing in photovoltaic (PV) and battery inverters, energy management systems, and electric vehicle charging infrastructure. The company organizes its operations into two primary divisions: Home & Business Solutions and Large Scale & Project Solutions. Its product portfolio includes hybrid inverters, commercial storage systems, and digital monitoring tools designed for residential, commercial, and utility-scale applications.
The business model focuses on the hardware and software components necessary to convert direct current from solar panels into grid-compatible alternating current. As an inverter manufacturer, the company occupies a critical position in the solar value chain, where technological efficiency directly impacts the levelized cost of energy (LCOE) for project developers. The firm serves a global client base ranging from individual homeowners to utility companies and energy-intensive industrial firms.
Consulting ValueRay can provide further clarity on the specific valuation metrics and market positioning of this stock. Founded in 1981 and headquartered in Niestetal, SMA Solar Technology remains a central player in the European renewable energy infrastructure sector.
- Inventory glut in residential segment pressures revenue and profit margins
- High interest rates dampen global demand for commercial solar installations
- Large Scale segment growth offsets volatility in small-scale hardware sales
- Chinese competitor price wars erode market share in European core markets
- German energy policy shifts impact domestic demand for battery storage solutions
| Net Income: -181.1m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.08 > 0.02 and ΔFCF/TA 21.47 > 1.0 |
| NWC/Revenue: 12.83% < 20% (prev 23.73%; Δ -10.90% < -1%) |
| CFO/TA 0.11 > 3% & CFO 143.0m > Net Income -181.1m |
| Net Debt/EBITDA: error (EBITDA <= 0) |
| Current Ratio: 1.31 > 1.5 & < 3 |
| Outstanding Shares: last quarter (34.7m) vs 12m ago -0.02% < -2% |
| Gross Margin: 7.58% > 18% (prev 0.17%; Δ 741.1% > 0.5%) |
| Asset Turnover: 106.5% > 50% (prev 99.27%; Δ 7.22% > 0%) |
| Interest Coverage Ratio: -8.08 > 6 (EBITDA TTM -76.5m / Interest Expense TTM 24.7m) |
| A: 0.15 (Total Current Assets 814.0m - Total Current Liabilities 619.5m) / Total Assets 1.31b |
| B: 0.16 (Retained Earnings 214.4m / Total Assets 1.31b) |
| C: -0.14 (EBIT TTM -199.3m / Avg Total Assets 1.42b) |
| D: 0.26 (Book Value of Equity 246.3m / Total Liabilities 940.4m) |
| Altman-Z'' Score: 0.85 = B |
| DSRI: 1.05 (Receivables 225.0m/216.9m, Revenue 1.52b/1.53b) |
| GMI: 2.18 (GM 7.58% / 16.52%) |
| AQI: 1.24 (AQ_t 0.17 / AQ_t-1 0.14) |
| SGI: 0.99 (Revenue 1.52b / 1.53b) |
| TATA: -0.25 (NI -181.1m - CFO 143.0m) / TA 1.31b) |
| Beneish M-Score: -2.04 (Cap -4..+1) = BB |
Over the past week, the price has changed by +7.70%, over one month by +43.02%, over three months by +97.47% and over the past year by +213.46%.
| Analysts Target Price | - | - |
P/E Forward = 5.4915
P/S = 1.4364
P/B = 6.0138
P/EG = 0.8044
Revenue TTM = 1.52b EUR
EBIT TTM = -199.3m EUR
EBITDA TTM = -76.5m EUR
Long Term Debt = 83.0m EUR (from longTermDebt, last quarter)
Short Term Debt = 57.0m EUR (from shortTermDebt, last quarter)
Debt = 140.0m EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = 140.0m EUR (recalculated: Debt 140.0m - CCE 3.00k)
Enterprise Value = 2.34b EUR (2.20b + Debt 140.0m - CCE 3.00k)
Interest Coverage Ratio = -8.08 (Ebit TTM -199.3m / Interest Expense TTM 24.7m)
EV/FCF = 21.52x (Enterprise Value 2.34b / FCF TTM 108.6m)
FCF Yield = 4.65% (FCF TTM 108.6m / Enterprise Value 2.34b)
FCF Margin = 7.16% (FCF TTM 108.6m / Revenue TTM 1.52b)
Net Margin = -11.95% (Net Income TTM -181.1m / Revenue TTM 1.52b)
Gross Margin = 7.58% ((Revenue TTM 1.52b - Cost of Revenue TTM 1.40b) / Revenue TTM)
Gross Margin QoQ = 7.52% (prev -8.54%)
Tobins Q-Ratio = 1.79 (Enterprise Value 2.34b / Total Assets 1.31b)
Interest Expense / Debt = 8.80% (Interest Expense 12.3m / Debt 140.0m)
Taxrate = 25.0% (EU avg default 25%)
NOPAT = -149.5m (EBIT -199.3m * (1 - 25.00%)) [loss with tax shield]
Current Ratio = 1.31 (Total Current Assets 814.0m / Total Current Liabilities 619.5m)
Debt / Equity = 0.38 (Debt 140.0m / totalStockholderEquity, last quarter 365.5m)
Debt / EBITDA = -1.83 (negative EBITDA) (Net Debt 140.0m / EBITDA -76.5m)
Debt / FCF = 1.29 (Net Debt 140.0m / FCF TTM 108.6m)
Total Stockholder Equity = 457.7m (last 4 quarters mean from totalStockholderEquity)
RoA = -12.72% (Net Income -181.1m / Total Assets 1.31b)
RoE = -39.57% (Net Income TTM -181.1m / Total Stockholder Equity 457.7m)
RoCE = -36.86% (EBIT -199.3m / Capital Employed (Equity 457.7m + L.T.Debt 83.0m))
RoIC = -32.66% (negative operating profit) (NOPAT -149.5m / Invested Capital 457.7m)
WACC = 8.33% (E(2.20b)/V(2.34b) * Re(8.44%) + D(140.0m)/V(2.34b) * Rd(8.80%) * (1-Tc(0.25)))
Discount Rate = 8.44% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -44.72 | Cagr: -0.01%
[DCF] Terminal Value 69.18% ; FCFF base≈108.6m ; Y1≈71.3m ; Y5≈32.6m
[DCF] Fair Price = 13.55 (EV 610.2m - Net Debt 140.0m = Equity 470.2m / Shares 34.7m; r=8.33% [WACC]; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: -60.70 | EPS CAGR: 2.14% | SUE: -0.49 | # QB: 0
Revenue Correlation: 47.80 | Revenue CAGR: 15.71% | SUE: -0.00 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.43 | Chg30d=-2.27% | Revisions=+20% | Analysts=1
EPS next Quarter (2026-09-30): EPS=0.68 | Chg30d=+61.90% | Revisions=+20% | Analysts=1
EPS current Year (2026-12-31): EPS=1.93 | Chg30d=+6.49% | Revisions=+25% | GrowthEPS=+137.0% | GrowthRev=+6.1%
EPS next Year (2027-12-31): EPS=3.09 | Chg30d=+13.84% | Revisions=+50% | GrowthEPS=+60.1% | GrowthRev=+4.4%
[Analyst] Revisions Ratio: +50%