(SIE) Siemens Aktiengesellschaft - Ratings and Ratios
Automation Systems, Medical Imaging, Rail Vehicles, Building Tech, Energy
Dividends
| Dividend Yield | 2.23% |
| Yield on Cost 5y | 5.29% |
| Yield CAGR 5y | 4.78% |
| Payout Consistency | 92.6% |
| Payout Ratio | 41.5% |
| Risk via 10d forecast | |
|---|---|
| Volatility | 27.2% |
| Value at Risk 5%th | 43.0% |
| Relative Tail Risk | -3.94% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.67 |
| Alpha | 14.22 |
| CAGR/Max DD | 0.91 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.634 |
| Beta | 0.467 |
| Beta Downside | 0.502 |
| Drawdowns 3y | |
|---|---|
| Max DD | 27.33% |
| Mean DD | 6.89% |
| Median DD | 5.37% |
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 (9.90b 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 (42.05b) to EBITDA (15.90b) ratio: 2.64 <= 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) 73.91
| 1. Piotroski 5.0pt |
| 2. FCF Yield 4.79% |
| 3. FCF Margin 13.45% |
| 4. Debt/Equity 0.94 |
| 5. Debt/Ebitda 2.64 |
| 6. ROIC - WACC (= 7.71)% |
| 7. RoE 17.31% |
| 8. Rev. Trend 55.44% |
| 9. EPS Trend 40.87% |
What is the price of SIE shares?
Over the past week, the price has changed by +2.32%, over one month by -4.65%, over three months by +3.36% and over the past year by +23.83%.
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 | 8.3% |
| Analysts Target Price | - | - |
| ValueRay Target Price | 287.8 | 23.2% |
SIE Fundamental Data Overview November 27, 2025
Market Cap EUR = 177.79b (177.79b EUR * 1.0 EUR.EUR)
P/E Trailing = 22.9757
P/E Forward = 20.1613
P/S = 2.253
P/B = 2.8828
P/EG = 2.7595
Beta = 1.147
Revenue TTM = 78.30b EUR
EBIT TTM = 12.63b EUR
EBITDA TTM = 15.90b EUR
Long Term Debt = 38.98b EUR (from longTermDebt, last fiscal year)
Short Term Debt = 10.24b EUR (from shortTermDebt, last quarter)
Debt = 56.69b EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = 42.05b EUR (from netDebt column, last quarter)
Enterprise Value = 219.84b EUR (177.79b + Debt 56.69b - CCE 14.64b)
Interest Coverage Ratio = 7.53 (Ebit TTM 12.63b / Interest Expense TTM 1.68b)
FCF Yield = 4.79% (FCF TTM 10.53b / Enterprise Value 219.84b)
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)
Gross Margin QoQ = 38.90% (prev 38.82%)
Tobins Q-Ratio = 1.35 (Enterprise Value 219.84b / Total Assets 162.46b)
Interest Expense / Debt = 0.79% (Interest Expense 450.0m / Debt 56.69b)
Taxrate = 23.11% (668.0m / 2.89b)
NOPAT = 9.71b (EBIT 12.63b * (1 - 23.11%))
Current Ratio = 1.50 (Total Current Assets 65.79b / Total Current Liabilities 43.97b)
Debt / Equity = 0.94 (Debt 56.69b / totalStockholderEquity, last quarter 60.59b)
Debt / EBITDA = 2.64 (Net Debt 42.05b / EBITDA 15.90b)
Debt / FCF = 3.99 (Net Debt 42.05b / FCF TTM 10.53b)
Total Stockholder Equity = 57.21b (last 4 quarters mean from totalStockholderEquity)
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 = 13.13% (EBIT 12.63b / Capital Employed (Equity 57.21b + L.T.Debt 38.98b))
RoIC = 13.72% (NOPAT 9.71b / Invested Capital 70.77b)
WACC = 6.01% (E(177.79b)/V(234.48b) * Re(7.73%) + D(56.69b)/V(234.48b) * Rd(0.79%) * (1-Tc(0.23)))
Discount Rate = 7.73% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: -100.0 | Cagr: -0.37%
[DCF Debug] Terminal Value 78.59% ; FCFE base≈10.00b ; Y1≈10.22b ; Y5≈11.30b
Fair Price DCF = 254.3 (DCF Value 199.18b / Shares Outstanding 783.2m; 5y FCF grow 1.96% → 3.0% )
EPS Correlation: 40.87 | EPS CAGR: 2.72% | SUE: -1.40 | # QB: 0
Revenue Correlation: 55.44 | Revenue CAGR: 2.84% | SUE: 0.21 | # 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=10.94 | Chg30d=-0.486 | Revisions Net=-5 | Growth EPS=-15.5% | Growth Revenue=+5.7%
EPS next Year (2027-09-30): EPS=12.84 | Chg30d=-0.297 | Revisions Net=-3 | Growth EPS=+17.3% | Growth Revenue=+6.6%