(SIE) Siemens Aktiengesellschaft - Ratings and Ratios
Automation Systems, Medical Imaging, Rail Vehicles, Building Tech, Energy
Dividends
| Dividend Yield | 2.23% |
| Yield on Cost 5y | 5.28% |
| Yield CAGR 5y | 4.78% |
| Payout Consistency | 92.6% |
| Payout Ratio | 41.5% |
| Risk via 10d forecast | |
|---|---|
| Volatility | 27.8% |
| Value at Risk 5%th | 43.9% |
| Relative Tail Risk | -4.21% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.79 |
| Alpha | 16.83 |
| CAGR/Max DD | 0.89 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.674 |
| Beta | 0.461 |
| Beta Downside | 0.509 |
| Drawdowns 3y | |
|---|---|
| Max DD | 27.33% |
| Mean DD | 6.92% |
| Median DD | 5.44% |
Description: SIE Siemens Aktiengesellschaft December 02, 2025
Siemens Aktiengesellschaft (XETRA:SIE) is a diversified technology group headquartered in Munich, operating in automation, digitalization, infrastructure, mobility, health technology, and financial services across Europe, the CIS, Africa, the Middle East, the Americas, Asia, and Australia. Its business is split into five segments: Digital Industries, Smart Infrastructure, Mobility, Siemens Healthineers, and Siemens Financial Services (SFS).
In FY 2023 the company generated €71.9 billion in revenue, with Digital Industries and Smart Infrastructure together accounting for roughly 55 % of sales. The Digital Industries segment posted a 5 % organic revenue growth year-over-year, driven by rising demand for factory automation, low-code platforms such as Mendix, and edge-computing solutions. Smart Infrastructure benefited from accelerated European decarbonization policies, which are boosting orders for renewable-energy grid equipment and energy-efficient building systems. Mobility revenues were pressured by a temporary slowdown in rail-car orders but are expected to recover as governments increase infrastructure spending. Healthineers contributed a 7 % EBIT margin, reflecting strong growth in diagnostic imaging and point-of-care testing, while SFS provided a stable cash-flow back-stop through equipment leasing and structured financing.
For a deeper quantitative view, you might explore the ValueRay platform’s detailed valuation models and scenario analyses.
Piotroski VR‑10 (Strict, 0-10) 5.0
| Net Income (9.62b TTM) > 0 and > 6% of Revenue (6% = 4.73b TTM) |
| FCFTA 0.07 (>2.0%) and ΔFCFTA 0.03pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 22.11% (prev 22.97%; Δ -0.86pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.12 (>3.0%) and CFO 20.37b > Net Income 9.62b (YES >=105%, WARN >=100%) |
| Net Debt (38.27b) to EBITDA (11.77b) ratio: 3.25 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.37 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (780.3m) change vs 12m ago -2.26% (target <= -2.0% for YES) |
| Gross Margin 38.52% (prev 39.28%; Δ -0.76pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 50.26% (prev 51.37%; Δ -1.11pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 5.67 (EBITDA TTM 11.77b / Interest Expense TTM 1.64b) >= 6 (WARN >= 3) |
Altman Z'' 2.82
| (A) 0.10 = (Total Current Assets 64.71b - Total Current Liabilities 47.26b) / Total Assets 166.20b |
| (B) 0.35 = Retained Earnings (Balance) 57.50b / Total Assets 166.20b |
| (C) 0.06 = EBIT TTM 9.30b / Avg Total Assets 157.01b |
| (D) 0.58 = Book Value of Equity 59.90b / Total Liabilities 103.96b |
| Total Rating: 2.82 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 66.67
| 1. Piotroski 5.0pt |
| 2. FCF Yield 4.80% |
| 3. FCF Margin 13.70% |
| 4. Debt/Equity 0.91 |
| 5. Debt/Ebitda 3.25 |
| 6. ROIC - WACC (= 2.35)% |
| 7. RoE 16.05% |
| 8. Rev. Trend 60.07% |
| 9. EPS Trend 40.87% |
What is the price of SIE shares?
Over the past week, the price has changed by +3.91%, over one month by -3.31%, over three months by +4.43% and over the past year by +25.20%.
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 | 253 | 5.8% |
| Analysts Target Price | - | - |
| ValueRay Target Price | 286.4 | 19.7% |
SIE Fundamental Data Overview December 11, 2025
Market Cap EUR = 183.31b (183.31b EUR * 1.0 EUR.EUR)
P/E Trailing = 23.7133
P/E Forward = 21.1864
P/S = 2.3229
P/B = 2.9377
P/EG = 2.9
Beta = 1.149
Revenue TTM = 78.91b EUR
EBIT TTM = 9.30b EUR
EBITDA TTM = 11.77b EUR
Long Term Debt = 42.34b EUR (from longTermDebt, last quarter)
Short Term Debt = 10.42b EUR (from shortLongTermDebt, last quarter)
Debt = 56.69b EUR (from shortLongTermDebtTotal, two quarters ago)
Net Debt = 38.27b EUR (from netDebt column, last quarter)
Enterprise Value = 225.51b EUR (183.31b + Debt 56.69b - CCE 14.49b)
Interest Coverage Ratio = 5.67 (Ebit TTM 9.30b / Interest Expense TTM 1.64b)
FCF Yield = 4.80% (FCF TTM 10.81b / Enterprise Value 225.51b)
FCF Margin = 13.70% (FCF TTM 10.81b / 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 = 1.36 (Enterprise Value 225.51b / Total Assets 166.20b)
Interest Expense / Debt = 0.77% (Interest Expense 434.0m / Debt 56.69b)
Taxrate = 21.80% (520.0m / 2.38b)
NOPAT = 7.28b (EBIT 9.30b * (1 - 21.80%))
Current Ratio = 1.37 (Total Current Assets 64.71b / Total Current Liabilities 47.26b)
Debt / Equity = 0.91 (Debt 56.69b / totalStockholderEquity, last quarter 62.24b)
Debt / EBITDA = 3.25 (Net Debt 38.27b / EBITDA 11.77b)
Debt / FCF = 3.54 (Net Debt 38.27b / FCF TTM 10.81b)
Total Stockholder Equity = 59.95b (last 4 quarters mean from totalStockholderEquity)
RoA = 5.79% (Net Income 9.62b / Total Assets 166.20b)
RoE = 16.05% (Net Income TTM 9.62b / Total Stockholder Equity 59.95b)
RoCE = 9.10% (EBIT 9.30b / Capital Employed (Equity 59.95b + L.T.Debt 42.34b))
RoIC = 8.39% (NOPAT 7.28b / Invested Capital 86.71b)
WACC = 6.04% (E(183.31b)/V(240.00b) * Re(7.72%) + D(56.69b)/V(240.00b) * Rd(0.77%) * (1-Tc(0.22)))
Discount Rate = 7.72% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: -100.0 | Cagr: -1.18%
[DCF Debug] Terminal Value 78.85% ; FCFE base≈10.31b ; Y1≈10.72b ; Y5≈12.30b
Fair Price DCF = 275.9 (DCF Value 216.08b / Shares Outstanding 783.2m; 5y FCF grow 4.18% → 3.0% )
EPS Correlation: 40.87 | EPS CAGR: 2.72% | SUE: -1.40 | # QB: 0
Revenue Correlation: 60.07 | Revenue CAGR: 7.22% | SUE: -0.17 | # QB: 0
EPS next Quarter (2026-03-31): EPS=2.53 | Chg30d=N/A | Revisions Net=+0 | Analysts=1
EPS current Year (2026-09-30): EPS=10.95 | Chg30d=-0.470 | Revisions Net=-5 | Growth EPS=-15.5% | Growth Revenue=+5.7%
EPS next Year (2027-09-30): EPS=12.84 | Chg30d=-0.272 | Revisions Net=-2 | Growth EPS=+17.3% | Growth Revenue=+6.6%