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IPG Photonics Corporation (IPGP)

NEUTRAL
TechnologySemiconductor Equipment & MaterialsUnited States

Fundamental

53

Kurs

$71.24

Marktkapitalisierung

$2.97B

Teil 1 · Was das Unternehmen wert ist

Übersicht

IPG Photonics Corporation develops, manufactures, and sells fiber lasers, fiber amplifiers, diode lasers, and laser-based systems used in materials processing, medical, and advanced applications. The company offers laser products, including hybrid fiber-solid state lasers with green and ultraviolet wavelengths; fiber pigtailed packaged diodes and fiber coupled direct diode laser systems; and high-energy pulsed lasers, multi-wavelength and tunable lasers, and single-polarization and single-frequency lasers, as well as other versions. It also provides complementary products, such as optical fiber delivery cables, fiber couplers, beam switches, optical processing heads, process measuring and monitoring technologies, and in-line sensors and chillers. In addition, the company offers LightWELD, a handheld laser welding system; 2D compact flat sheet cutter systems; high precision laser systems for medical technology industry; multi axis Cartesian systems for fine welding, cutting, and drilling applications; laser and non-laser robotic welding and automation solutions; and related accessories for specific medical applications. The company sells and markets its products to original equipment manufacturers, system integrators, and end users through direct sales force, as well as through agreements with independent sales representatives and distributors. It serves general manufacturing, automotive, consumer goods, medical devices, energy/renewable energy, micro electronics, original equipment manufacturers instrument manufacturing, scientific, as well as aerospace and defense, rail, and shipbuilding markets. IPG Photonics Corporation was founded in 1990 and is headquartered in Marlborough, Massachusetts.

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Direct competitors

Who this company fights with for the same customers

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Bilanz & Liquidität

Umsatz

$1.07B

Letzte 12 Monate (bis 30.6.2026)

Nettogewinn

$28M

Letzte 12 Monate (bis 30.6.2026)

Freier Cashflow

$-3M

Gesamtes Eigenkapital

$2.13B

Gesamtverbindlichkeiten

$296M

Current Ratio

6.18

Zinsdeckungsgrad

-

Schulden/EBITDA

0.20

Gewinn je Aktie

Umsatz & Nettogewinn

Freier Cashflow

Ertragsaufschlüsselung

Historische Aufstellung

Margen im Zeitverlauf

Verschuldung im Zeitverlauf

Wie schwer die Schulden wiegen

Wachstumsraster

Wachstum — Umsatz

Innerer-Wert-Schätzung

General caseFair bewertet

Innerer Wert

$72.52

Aktueller Kurs

$71.24

Sicherheitsmarge

+1.8%

Innerer-Wert-Spanne

$47.14 - $97.91

Bewertungsmethoden

Analyst price target:$126.21
Discounted cash flow (DCF):$89.19
Earnings multiple (P/E):$30.50
Graham growth formula:$4.86
Earnings power value (EPV):$1.50
Justified P/B:Not enough data to compute it
Dividend discount (Gordon):Not enough data to compute it
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:$161.45
Revenue multiple:Not enough data to compute it
Analystenkonsens:Kaufen (12B / 4H / 1S)
Letzte Gewinnüberraschung:+37.06%

Bewertungskennzahlen

P/E-Verhältnis

110.53

ROE

1.5%

P/B-Verhältnis

1.41

P/FCF

144.67

Bruttomarge

38.4%

ROIC

0.3%

Rentabilitäts-Radar

Value Creation (Economic Moat)

ROIC

0.3%

WACC

9.8%

ROIC − WACC

-9.5 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Fundamentalanalyse-Kriterien

Bestanden (15)

  • EPS shows upward trend
  • EPS CAGR 11.95%
  • Gross Margin 38.4%
  • P/B Ratio 1.41
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • Current Ratio
  • Debt/EBITDA
  • Low reliance on intangibles
  • Analyst Consensus 71% Buy
  • Earnings Surprise avg 8.8%
  • Earnings Quality (OCF/NI) 3.50
  • Share Dilution -4.0%
  • Net Margin Trend 2.6% vs -22.8%
  • Piotroski F-Score 6/9

Nicht bestanden (10)

  • Price CAGR -2.94%
  • ROIC 0.3%
  • P/FCF 144.67
  • Operating Margin 0.7%
  • CapEx intensity
  • Return on Tangible Assets
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • ROE 1.3%
  • Revenue Growth 5Y -3.5%

Nicht verfügbar (3)

  • Dividend Payout NaN%
  • Interest Coverage
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-Score

6/9

Gemischte Signale: Einige Bereiche bedürfen Aufmerksamkeit

score
criteria

Gewinnqualität

3.50

Hohe Qualität: Gewinne durch Cashflow gedeckt

Aktienverwässerung

-4.0%

Aktienrückkäufe. Aktionärsfreundlich

Unternehmensführung

Führungsteam

NamePositionAlter
Dr. Mark Milton Gitin Ph.D.CEO & Director58
Mr. Timothy P. V. MammenSenior VP & CFO55
Dr. Paulus Bucher Ph.D.Senior Vice President of Global Operations58
Mr. Angelo P. Lopresti II, J.D.Senior VP, General Counsel & Secretary61
Mr. Trevor D. NessSenior Vice President & Chief Revenue Officer52
Ms. Mary E. ButtarazziVP, Corporate Controller, Chief Accounting Officer & Principal Accounting Officer49
Dr. Igor Samartsev Ph.D.Senior VP & Chief Scientist62
Mr. Eugene FedotoffSenior Director of Investor Relations-
Ms. Jennifer KartonoSenior VP & Chief Human Resources Officer55
Dr. Eugene A. Scherbakov Ph.D.Director & Advisor77

Prüfungsrisiko

5

Vorstandsrisiko

2

Vergütungsrisiko

9

Aktionärsrechterisiko

2

Teil 2 · Der Preis und der Einstiegszeitpunkt

Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.

Latest News

Recent headlines for IPGP, sourced from Markets Gazette.

  • 3/6/2026POSITIVE
    How IPG Photonics Stock Gained 42% Last Month

    IPG Photonics Corporation (IPGP) experienced a significant surge of 42% in its stock price last month, outperforming analyst expectations. This substantial gain indicates strong positive market sentiment and potentially reflects robust operational performance or favorable market conditions for the company's products. Investors are likely reacting to news that suggests a brighter future outlook for the company, possibly related to increased demand for its fiber laser technology or successful product innovations. The impressive monthly performance suggests that IPG Photonics is a company to watch for continued growth.

via Markets Gazette