(SIE) Siemens Aktiengesellschaft - Ratings and Ratios
Factory Automation, Building Systems, Medical Scanners, Rail Trains, Power Gear
SIE EPS (Earnings per Share)
SIE Revenue
Description: SIE Siemens Aktiengesellschaft
Siemens Aktiengesellschaft is a diversified technology company with a presence in multiple regions, operating through five main segments: Digital Industries, Smart Infrastructure, Mobility, Siemens Healthineers, and Siemens Financial Services (SFS). The companys broad portfolio includes automation systems, software, and services for various industries, such as manufacturing, energy, transportation, and healthcare.
From a financial perspective, Siemens has a market capitalization of approximately 169 billion EUR, with a forward P/E ratio of 19.27, indicating a relatively stable valuation. The companys return on equity (RoE) stands at 18.04%, suggesting a decent level of profitability. Additionally, Siemens has a history of generating cash, with an average annual free cash flow margin of around 10-12% in recent years.
Key performance indicators (KPIs) to monitor for Siemens include revenue growth, particularly in the Digital Industries and Smart Infrastructure segments, where the company is well-positioned to benefit from trends like Industry 4.0 and the energy transition. Other important metrics include the companys order backlog, which provides visibility into future revenue, and the profitability of its Siemens Healthineers segment, which has been a significant contributor to the companys overall earnings.
The companys diversified portfolio and strong market position in various industries make it an attractive investment opportunity. However, its essential to closely monitor the competitive landscape, regulatory developments, and macroeconomic trends that could impact Siemens businesses. Some potential risks to consider include the ongoing energy crisis, supply chain disruptions, and the impact of technological changes on the companys various businesses.
To further analyze Siemens stock, one could examine its dividend yield, which has historically been around 3-4%, making it an attractive income-generating investment. Additionally, the companys commitment to innovation, with R&D expenses accounting for around 6-7% of revenue, is a positive indicator of its ability to stay competitive in a rapidly changing technological landscape.
SIE Stock Overview
| Market Cap in USD | 217,353m |
| Sub-Industry | Industrial Machinery & Supplies & Components |
| IPO / Inception |
SIE Stock Ratings
| Growth Rating | 85.6% |
| Fundamental | 64.8% |
| Dividend Rating | 60.7% |
| Return 12m vs S&P 500 | 22.4% |
| Analyst Rating | - |
SIE Dividends
| Dividend Yield 12m | 2.38% |
| Yield on Cost 5y | 5.70% |
| Annual Growth 5y | 3.80% |
| Payout Consistency | 97.0% |
| Payout Ratio | 40.5% |
SIE Growth Ratios
| Growth Correlation 3m | 78.4% |
| Growth Correlation 12m | 83% |
| Growth Correlation 5y | 85.2% |
| CAGR 5y | 20.78% |
| CAGR/Max DD 5y | 0.53 |
| Sharpe Ratio 12m | 0.33 |
| Alpha | 28.08 |
| Beta | 0.810 |
| Volatility | 25.41% |
| Current Volume | 681.4k |
| Average Volume 20d | 785.1k |
| Stop Loss | 229.7 (-3%) |
| Signal | 1.56 |
Piotroski VR‑10 (Strict, 0-10) 5.0
| Net Income (9.90b TTM) > 0 and > 6% of Revenue (6% = 4.70b TTM) |
| FCFTA 0.06 (>2.0%) and ΔFCFTA 0.27pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 27.87% (prev 23.34%; Δ 4.53pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.08 (>3.0%) and CFO 12.82b > Net Income 9.90b (YES >=105%, WARN >=100%) |
| Net Debt (-14.64b) to EBITDA (15.90b) ratio: -0.92 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.50 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (793.0m) change vs 12m ago -0.67% (target <= -2.0% for YES) |
| Gross Margin 38.60% (prev 39.63%; Δ -1.03pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 50.42% (prev 51.13%; Δ -0.71pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 7.53 (EBITDA TTM 15.90b / Interest Expense TTM 1.68b) >= 6 (WARN >= 3) |
Altman Z'' 2.98
| (A) 0.13 = (Total Current Assets 65.79b - Total Current Liabilities 43.97b) / Total Assets 162.46b |
| (B) 0.29 = Retained Earnings (Balance) 47.20b / Total Assets 162.46b |
| (C) 0.08 = EBIT TTM 12.63b / Avg Total Assets 155.29b |
| (D) 0.58 = Book Value of Equity 55.71b / Total Liabilities 96.42b |
| Total Rating: 2.98 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 64.84
| 1. Piotroski 5.0pt = 0.0 |
| 2. FCF Yield 4.72% = 2.36 |
| 3. FCF Margin 13.45% = 3.36 |
| 4. Debt/Equity 1.03 = 1.99 |
| 5. Debt/Ebitda 3.94 = -2.50 |
| 6. ROIC - WACC 7.27% = 9.09 |
| 7. RoE 17.31% = 1.44 |
| 8. Rev. Trend 4.88% = 0.24 |
| 9. Rev. CAGR -2.15% = -0.36 |
| 10. EPS Trend 14.50% = 0.36 |
| 11. EPS CAGR -9.23% = -1.15 |
What is the price of SIE shares?
Over the past week, the price has changed by +1.37%, over one month by +4.96%, over three months by +8.90% and over the past year by +44.09%.
Is Siemens Aktiengesellschaft a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SIE is around 262.33 EUR . This means that SIE is currently undervalued and has a potential upside of +10.76% (Margin of Safety).
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 | 239.3 | 1% |
| Analysts Target Price | - | - |
| ValueRay Target Price | 288.3 | 21.7% |
SIE Fundamental Data Overview
Market Cap EUR = 186.60b (186.60b EUR * 1.0 EUR.EUR)
CCE Cash And Equivalents = 26.01b EUR (Cash And Short Term Investments, last quarter)
P/E Trailing = 24.1144
P/E Forward = 20.3252
P/S = 2.3832
P/B = 3.0191
P/EG = 2.3934
Beta = 1.091
Revenue TTM = 78.30b EUR
EBIT TTM = 12.63b EUR
EBITDA TTM = 15.90b EUR
Long Term Debt = 52.45b EUR (from nonCurrentLiabilitiesTotal, last quarter)
Short Term Debt = 10.24b EUR (from shortTermDebt, last quarter)
Debt = 62.69b EUR (Calculated: Short Term 10.24b + Long Term 52.45b)
Net Debt = -14.64b EUR (from netDebt column, last quarter)
Enterprise Value = 223.28b EUR (186.60b + Debt 62.69b - CCE 26.01b)
Interest Coverage Ratio = 7.53 (Ebit TTM 12.63b / Interest Expense TTM 1.68b)
FCF Yield = 4.72% (FCF TTM 10.53b / Enterprise Value 223.28b)
FCF Margin = 13.45% (FCF TTM 10.53b / Revenue TTM 78.30b)
Net Margin = 12.65% (Net Income TTM 9.90b / Revenue TTM 78.30b)
Gross Margin = 38.60% ((Revenue TTM 78.30b - Cost of Revenue TTM 48.08b) / Revenue TTM)
Tobins Q-Ratio = 4.01 (Enterprise Value 223.28b / Book Value Of Equity 55.71b)
Interest Expense / Debt = 0.72% (Interest Expense 450.0m / Debt 62.69b)
Taxrate = 20.66% (from yearly Income Tax Expense: 2.32b / 11.23b)
NOPAT = 10.02b (EBIT 12.63b * (1 - 20.66%))
Current Ratio = 1.50 (Total Current Assets 65.79b / Total Current Liabilities 43.97b)
Debt / Equity = 1.03 (Debt 62.69b / last Quarter total Stockholder Equity 60.59b)
Debt / EBITDA = 3.94 (Net Debt -14.64b / EBITDA 15.90b)
Debt / FCF = 5.95 (Debt 62.69b / FCF TTM 10.53b)
Total Stockholder Equity = 57.21b (last 4 quarters mean)
RoA = 6.10% (Net Income 9.90b, Total Assets 162.46b )
RoE = 17.31% (Net Income TTM 9.90b / Total Stockholder Equity 57.21b)
RoCE = 11.52% (Ebit 12.63b / (Equity 57.21b + L.T.Debt 52.45b))
RoIC = 14.15% (NOPAT 10.02b / Invested Capital 70.77b)
WACC = 6.88% (E(186.60b)/V(249.29b) * Re(9.0%)) + (D(62.69b)/V(249.29b) * Rd(0.72%) * (1-Tc(0.21)))
Shares Correlation 5-Years: -40.0 | Cagr: -0.63%
Discount Rate = 9.0% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 75.21% ; FCFE base≈10.00b ; Y1≈10.22b ; Y5≈11.30b
Fair Price DCF = 214.1 (DCF Value 167.69b / Shares Outstanding 783.2m; 5y FCF grow 1.96% → 3.0% )
Revenue Correlation: 4.88 | Revenue CAGR: -2.15%
Rev Growth-of-Growth: 3.83
EPS Correlation: 14.50 | EPS CAGR: -9.23%
EPS Growth-of-Growth: 19.73