(SIE) Siemens Aktiengesellschaft - Overview
Stock: Automation, Infrastructure, Mobility, Healthcare, Finance
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 2.31% |
| Yield on Cost 5y | 9.24% |
| Yield CAGR 5y | 10.40% |
| Payout Consistency | 96.2% |
| Payout Ratio | 84.1% |
| Risk 5d forecast | |
|---|---|
| Volatility | 27.1% |
| Relative Tail Risk | -4.26% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.84 |
| Alpha | 16.43 |
| Character TTM | |
|---|---|
| Beta | 0.483 |
| Beta Downside | 0.621 |
| Drawdowns 3y | |
|---|---|
| Max DD | 27.33% |
| CAGR/Max DD | 0.83 |
Description: SIE Siemens Aktiengesellschaft January 28, 2026
Siemens Aktiengesellschaft (XETRA:SIE) is a German-based technology conglomerate that operates globally across automation, digitalization, infrastructure, mobility, health technology, and financial services. Its business is organized into five segments: Digital Industries, Smart Infrastructure, Mobility, Siemens Healthineers, and Siemens Financial Services, each delivering hardware, software, and services to industrial and public-sector customers.
In FY 2023 the group generated €71.9 billion in revenue, with Digital Industries contributing €21.5 billion (≈30% of total) and Smart Infrastructure €15.3 billion. The consolidated operating profit was €6.5 billion, and free cash flow reached €5.2 billion, supporting a dividend yield of roughly 2.5% and a net debt-to-EBITDA ratio of 1.2×, indicating moderate leverage.
Key drivers for Siemens’ outlook include: (1) the industrial automation market, which the International Data Corporation (IDC) forecasts to grow at a 6% CAGR through 2029, underpinning demand for Digital Industries’ control systems and software; (2) the global shift toward renewable energy and electrified buildings, projected to lift Smart Infrastructure sales by double-digit percentages in Europe and North America; and (3) rising demand for advanced diagnostics and imaging, where Healthineers’ revenue grew 9% YoY, reflecting aging populations and increased healthcare spending.
For a deeper, data-driven assessment of Siemens’ valuation and risk profile, you may find it useful to explore the analytical tools available on ValueRay.
Piotroski VR‑10 (Strict, 0-10) 6.5
| Net Income: 9.62b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.06 > 0.02 and ΔFCF/TA -0.32 > 1.0 |
| NWC/Revenue: 22.11% < 20% (prev 22.97%; Δ -0.86% < -1%) |
| CFO/TA 0.08 > 3% & CFO 12.67b > Net Income 9.62b |
| Net Debt (41.52b) to EBITDA (15.51b): 2.68 < 3 |
| Current Ratio: 1.37 > 1.5 & < 3 |
| Outstanding Shares: last quarter (789.8m) vs 12m ago -1.07% < -2% |
| Gross Margin: 38.52% > 18% (prev 0.39%; Δ 3813 % > 0.5%) |
| Asset Turnover: 50.26% > 50% (prev 51.37%; Δ -1.11% > 0%) |
| Interest Coverage Ratio: 7.39 > 6 (EBITDA TTM 15.51b / Interest Expense TTM 1.64b) |
Altman Z'' 2.80
| A: 0.10 (Total Current Assets 64.71b - Total Current Liabilities 47.26b) / Total Assets 166.20b |
| B: 0.30 (Retained Earnings 49.60b / Total Assets 166.20b) |
| C: 0.08 (EBIT TTM 12.12b / Avg Total Assets 157.01b) |
| D: 0.59 (Book Value of Equity 57.87b / Total Liabilities 97.83b) |
| Altman-Z'' Score: 2.80 = A |
Beneish M -2.98
| DSRI: 0.98 (Receivables 35.16b/34.68b, Revenue 78.91b/75.93b) |
| GMI: 1.02 (GM 38.52% / 39.28%) |
| AQI: 1.06 (AQ_t 0.53 / AQ_t-1 0.50) |
| SGI: 1.04 (Revenue 78.91b / 75.93b) |
| TATA: -0.02 (NI 9.62b - CFO 12.67b) / TA 166.20b) |
| Beneish M-Score: -2.98 (Cap -4..+1) = A |
What is the price of SIE shares?
Over the past week, the price has changed by +0.69%, over one month by +6.30%, over three months by +3.68% and over the past year by +29.79%.
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 | 260 | 1.4% |
| Analysts Target Price | - | - |
| ValueRay Target Price | 319.7 | 24.7% |
SIE Fundamental Data Overview January 27, 2026
P/E Trailing = 26.7508
P/E Forward = 22.9885
P/S = 2.5249
P/B = 3.1891
P/EG = 3.1481
Revenue TTM = 78.91b EUR
EBIT TTM = 12.12b EUR
EBITDA TTM = 15.51b EUR
Long Term Debt = 42.34b EUR (from longTermDebt, last quarter)
Short Term Debt = 11.17b EUR (from shortTermDebt, last quarter)
Debt = 56.01b EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = 41.52b EUR (from netDebt column, last quarter)
Enterprise Value = 240.77b EUR (199.25b + Debt 56.01b - CCE 14.49b)
Interest Coverage Ratio = 7.39 (Ebit TTM 12.12b / Interest Expense TTM 1.64b)
EV/FCF = 23.54x (Enterprise Value 240.77b / FCF TTM 10.23b)
FCF Yield = 4.25% (FCF TTM 10.23b / Enterprise Value 240.77b)
FCF Margin = 12.96% (FCF TTM 10.23b / Revenue TTM 78.91b)
Net Margin = 12.19% (Net Income TTM 9.62b / Revenue TTM 78.91b)
Gross Margin = 38.52% ((Revenue TTM 78.91b - Cost of Revenue TTM 48.52b) / Revenue TTM)
Gross Margin QoQ = 37.82% (prev 38.90%)
Tobins Q-Ratio = 1.45 (Enterprise Value 240.77b / Total Assets 166.20b)
Interest Expense / Debt = 0.77% (Interest Expense 434.0m / Debt 56.01b)
Taxrate = 21.80% (520.0m / 2.38b)
NOPAT = 9.48b (EBIT 12.12b * (1 - 21.80%))
Current Ratio = 1.37 (Total Current Assets 64.71b / Total Current Liabilities 47.26b)
Debt / Equity = 0.90 (Debt 56.01b / totalStockholderEquity, last quarter 62.24b)
Debt / EBITDA = 2.68 (Net Debt 41.52b / EBITDA 15.51b)
Debt / FCF = 4.06 (Net Debt 41.52b / FCF TTM 10.23b)
Total Stockholder Equity = 59.95b (last 4 quarters mean from totalStockholderEquity)
RoA = 6.13% (Net Income 9.62b / Total Assets 166.20b)
RoE = 16.05% (Net Income TTM 9.62b / Total Stockholder Equity 59.95b)
RoCE = 11.85% (EBIT 12.12b / Capital Employed (Equity 59.95b + L.T.Debt 42.34b))
RoIC = 10.93% (NOPAT 9.48b / Invested Capital 86.71b)
WACC = 6.14% (E(199.25b)/V(255.26b) * Re(7.70%) + D(56.01b)/V(255.26b) * Rd(0.77%) * (1-Tc(0.22)))
Discount Rate = 7.70% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Shares Correlation 3-Years: -100.0 | Cagr: -0.58%
[DCF Debug] Terminal Value 85.73% ; FCFF base≈9.96b ; Y1≈10.36b ; Y5≈11.85b
Fair Price DCF = 364.1 (EV 325.61b - Net Debt 41.52b = Equity 284.09b / Shares 780.3m; r=6.14% [WACC]; 5y FCF grow 4.18% → 2.90% )
EPS Correlation: 41.05 | EPS CAGR: 2.72% | SUE: -0.37 | # QB: 0
Revenue Correlation: 60.07 | Revenue CAGR: 7.22% | SUE: -0.17 | # QB: 0
EPS next Quarter (2026-03-31): EPS=2.63 | Chg30d=+0.093 | Revisions Net=+0 | Analysts=2
EPS current Year (2026-09-30): EPS=11.18 | Chg30d=+0.145 | Revisions Net=+0 | Growth EPS=-13.7% | Growth Revenue=+5.5%
EPS next Year (2027-09-30): EPS=12.82 | Chg30d=-0.090 | Revisions Net=-2 | Growth EPS=+14.7% | Growth Revenue=+6.5%