(SIE) Siemens Aktiengesellschaft - Overview
Stock: Automation, Digitalization, Rail Systems, Medical Equipment, Financial Services
| Risk 5d forecast | |
|---|---|
| Volatility | 43.3% |
| Relative Tail Risk | -4.00% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.03 |
| Alpha | -6.64 |
| Character TTM | |
|---|---|
| Beta | 0.934 |
| Beta Downside | 1.288 |
| Drawdowns 3y | |
|---|---|
| Max DD | 27.33% |
| CAGR/Max DD | 0.76 |
EPS (Earnings per Share)
Revenue
Description: SIE Siemens Aktiengesellschaft February 25, 2026
Siemens Aktiengesellschaft (XETRA: SIE) is a global technology conglomerate that operates across five core segments: Digital Industries, Smart Infrastructure, Mobility, Siemens Healthineers, and Siemens Financial Services. The company delivers automation and digitalisation solutions for factories, energy-efficient building and grid technologies, rail transport systems, diagnostic and therapeutic healthcare equipment, and a range of financing services, serving markets in Europe, the CIS, Africa, the Middle East, the Americas, Asia and Australia.
In its most recent fiscal year (2024), Siemens generated €78.5 billion in revenue, with Digital Industries posting a 9 % year-over-year increase driven by strong demand for factory automation and AI-enabled software. Smart Infrastructure saw a 12 % revenue rise as European “Fit for 55” climate policies accelerate renewable-energy and building-electrification projects. Siemens Healthineers contributed €22 billion in sales and delivered an EBIT margin of 15 %, reflecting robust growth in imaging and point-of-care diagnostics. The Financial Services arm added €2 billion to net profit through expanded leasing and project-financing activities.
Key sector drivers include the EU’s green-transition agenda, rising global rail-electrification spending, and the post-pandemic surge in healthcare diagnostics-all of which underpin Siemens’ growth outlook.
For a deeper dive into valuation and risk metrics, you might find ValueRay’s analysis worth exploring.
Piotroski VR‑10 (Strict, 0-10) 7.0
| Net Income: 7.95b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.05 > 0.02 and ΔFCF/TA -1.13 > 1.0 |
| NWC/Revenue: 23.29% < 20% (prev 31.33%; Δ -8.04% < -1%) |
| CFO/TA 0.07 > 3% & CFO 11.40b > Net Income 7.95b |
| Net Debt (41.20b) to EBITDA (15.31b): 2.69 < 3 |
| Current Ratio: 1.38 > 1.5 & < 3 |
| Outstanding Shares: last quarter (786.8m) vs 12m ago -1.04% < -2% |
| Gross Margin: 38.82% > 18% (prev 0.39%; Δ 3843 % > 0.5%) |
| Asset Turnover: 48.60% > 50% (prev 48.49%; Δ 0.11% > 0%) |
| Interest Coverage Ratio: 7.01 > 6 (EBITDA TTM 15.31b / Interest Expense TTM 1.69b) |
Altman Z'' 2.86
| A: 0.11 (Total Current Assets 67.91b - Total Current Liabilities 49.35b) / Total Assets 170.13b |
| B: 0.31 (Retained Earnings 52.27b / Total Assets 170.13b) |
| C: 0.07 (EBIT TTM 11.83b / Avg Total Assets 163.99b) |
| D: 0.63 (Book Value of Equity 61.52b / Total Liabilities 98.11b) |
| Altman-Z'' Score: 2.86 = A |
Beneish M -3.00
| DSRI: 0.95 (Receivables 26.80b/27.08b, Revenue 79.70b/76.54b) |
| GMI: 1.01 (GM 38.82% / 39.03%) |
| AQI: 1.08 (AQ_t 0.52 / AQ_t-1 0.48) |
| SGI: 1.04 (Revenue 79.70b / 76.54b) |
| TATA: -0.02 (NI 7.95b - CFO 11.40b) / TA 170.13b) |
| Beneish M-Score: -3.00 (Cap -4..+1) = AA |
What is the price of SIE shares?
Over the past week, the price has changed by -5.45%, over one month by -13.14%, over three months by +1.10% and over the past year by +2.35%.
Is SIE a buy, sell or hold?
What are the forecasts/targets for the SIE price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 274.9 | 21.4% |
| Analysts Target Price | - | - |
SIE Fundamental Data Overview February 27, 2026
P/E Trailing = 26.1187
P/E Forward = 21.0084
P/S = 2.4435
P/B = 3.118
P/EG = 2.4718
Revenue TTM = 79.70b EUR
EBIT TTM = 11.83b EUR
EBITDA TTM = 15.31b EUR
Long Term Debt = 42.84b EUR (from longTermDebt, last quarter)
Short Term Debt = 13.63b EUR (from shortTermDebt, last quarter)
Debt = 56.47b EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = 41.20b EUR (from netDebt column, last quarter)
Enterprise Value = 235.95b EUR (194.75b + Debt 56.47b - CCE 15.26b)
Interest Coverage Ratio = 7.01 (Ebit TTM 11.83b / Interest Expense TTM 1.69b)
EV/FCF = 26.33x (Enterprise Value 235.95b / FCF TTM 8.96b)
FCF Yield = 3.80% (FCF TTM 8.96b / Enterprise Value 235.95b)
FCF Margin = 11.24% (FCF TTM 8.96b / Revenue TTM 79.70b)
Net Margin = 9.97% (Net Income TTM 7.95b / Revenue TTM 79.70b)
Gross Margin = 38.82% ((Revenue TTM 79.70b - Cost of Revenue TTM 48.76b) / Revenue TTM)
Gross Margin QoQ = 39.88% (prev 37.82%)
Tobins Q-Ratio = 1.39 (Enterprise Value 235.95b / Total Assets 170.13b)
Interest Expense / Debt = 0.77% (Interest Expense 435.0m / Debt 56.47b)
Taxrate = 24.42% (719.0m / 2.94b)
NOPAT = 8.94b (EBIT 11.83b * (1 - 24.42%))
Current Ratio = 1.38 (Total Current Assets 67.91b / Total Current Liabilities 49.35b)
Debt / Equity = 0.86 (Debt 56.47b / totalStockholderEquity, last quarter 65.48b)
Debt / EBITDA = 2.69 (Net Debt 41.20b / EBITDA 15.31b)
Debt / FCF = 4.60 (Net Debt 41.20b / FCF TTM 8.96b)
Total Stockholder Equity = 61.47b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.85% (Net Income 7.95b / Total Assets 170.13b)
RoE = 12.93% (Net Income TTM 7.95b / Total Stockholder Equity 61.47b)
RoCE = 11.35% (EBIT 11.83b / Capital Employed (Equity 61.47b + L.T.Debt 42.84b))
RoIC = 9.33% (NOPAT 8.94b / Invested Capital 95.81b)
WACC = 7.39% (E(194.75b)/V(251.21b) * Re(9.36%) + D(56.47b)/V(251.21b) * Rd(0.77%) * (1-Tc(0.24)))
Discount Rate = 9.36% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -0.76%
[DCF] Terminal Value 80.92% ; FCFF base≈9.41b ; Y1≈9.79b ; Y5≈11.20b
[DCF] Fair Price = 232.1 (EV 222.31b - Net Debt 41.20b = Equity 181.11b / Shares 780.3m; r=7.39% [WACC]; 5y FCF grow 4.18% → 2.90% )
EPS Correlation: 43.98 | EPS CAGR: 22.21% | SUE: 1.95 | # QB: 1
Revenue Correlation: 46.07 | Revenue CAGR: 3.15% | SUE: 0.24 | # QB: 0
EPS next Quarter (2026-06-30): EPS=2.86 | Chg7d=+0.050 | Chg30d=+0.050 | Revisions Net=+0 | Analysts=2
EPS current Year (2026-09-30): EPS=11.27 | Chg7d=+0.039 | Chg30d=+0.089 | Revisions Net=+5 | Growth EPS=-13.0% | Growth Revenue=+4.8%
EPS next Year (2027-09-30): EPS=12.76 | Chg7d=+0.037 | Chg30d=-0.065 | Revisions Net=+0 | Growth EPS=+13.2% | Growth Revenue=+7.2%
[Analyst] Revisions Ratio: +0.38 (9 Up / 4 Down within 30d for Current Year)
[Growth] Implied Growth Rate = 5.5% (Discount Rate 9.4% - Earnings Yield 3.8%)
[Growth] Growth Spread = -0.4% (Analyst 5.2% - Implied 5.5%)