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SIEMENS ENERGY AG (SMEGF)

NEUTRAL
IndustrialsSpecialty Industrial MachineryGermany

Fundamental

66

Kurs

$152.76

Marktkapitalisierung

$126.91B

Teil 1 · Was das Unternehmen wert ist

Übersicht

Siemens Energy AG operates as an energy technology company worldwide. It operates through Gas Services, Grid Technologies, Transformation of Industry, and Siemens Gamesa segments. The company provides gas and steam turbines, generators, and heat pumps, as well as performance enhancement, maintenance, digitalization, and consulting services for central and distributed power generation; and high voltage direct current transmission systems, offshore wind farm grid connections, transformers, flexible alternating current transmission systems, high voltage substations, air and gas-insulated switchgears, circuit breakers, capacitor, digital grid solutions and components, components and cyber security, and transformers and storage solutions. It also offers electrolyzers, industrial steam turbines, industrial generators, turbo and reciprocating compressors, drive systems and solutions, batteries and fuel cells, and other systems and solutions, as well as service and digital offerings; onshore and onshore wind turbines; design, engineering, manufacturing, and installation solutions for onshore markets; offshore wind turbine equipment design, manufacturing, and installation solutions; and management, operation and maintenance services for wind farms. The company serves utilities, independent power producers, project developers, municipal energy producers, engineering, procurement, and construction companies, oil and gas, transmission and distribution system operators, and industrial and infrastructure customers. Siemens Energy AG was founded in 1866 and is based in Munich, Germany.

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Bilanz & Liquidität

Umsatz

$41.84B

Letzte 12 Monate (bis 30.6.2026)

Nettogewinn

$2.69B

Letzte 12 Monate (bis 30.6.2026)

Freier Cashflow

$6.20B

Gesamtes Eigenkapital

$10.73B

Gesamtverbindlichkeiten

$2.96B

Current Ratio

0.90

Zinsdeckungsgrad

-

Schulden/EBITDA

0.64

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

Überbewertet

Innerer Wert

$116.69

Aktueller Kurs

$152.76

Sicherheitsmarge

-30.9%

Innerer-Wert-Spanne

$75.85 - $157.54

Bewertungsmethoden

Analyst Target:$196.52
DCF:$90.57
PE-based:$88.94
Graham Growth:$50.14
EPV:$25.58
Analystenkonsens:Starker Kauf (24B / 5H / 2S)
Letzte Gewinnüberraschung:+10.72%

Bewertungskennzahlen

P/E-Verhältnis

48.43

ROE

27.7%

P/B-Verhältnis

11.84

P/FCF

20.45

Bruttomarge

20.8%

ROIC

31.4%

Rentabilitäts-Radar

Value Creation (Economic Moat)

ROIC

31.4%

WACC

13.1%

ROIC − WACC

+18.3 pp

ROIC exceeds the cost of capital — the company is creating value for shareholders.

Fundamentalanalyse-Kriterien

Bestanden (13)

  • Price CAGR 30.84%
  • ROIC 31.4%
  • P/FCF 20.45
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • Current Ratio
  • Debt/EBITDA
  • ROE 25.1%
  • Revenue Growth 5Y 7.3%
  • Analyst Consensus 77% Buy
  • Earnings Surprise avg 8.3%
  • Earnings Quality (OCF/NI) 6.79
  • Net Margin Trend 3.6% vs 3.4%

Nicht bestanden (5)

  • Gross Margin 20.8%
  • P/B Ratio 11.84
  • CapEx intensity
  • DCF valuation (Overvalued)
  • Piotroski F-Score 2/9

Nicht verfügbar (9)

  • EPS data insufficient
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • Interest Coverage
  • Return on Tangible Assets
  • Low reliance on intangibles
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Share Dilution (missing shares data)

Piotroski F-Score

2/9

Ernsthafte finanzielle Bedenken

score
criteria

Gewinnqualität

6.79

Hohe Qualität: Gewinne durch Cashflow gedeckt

Aktienverwässerung

-

Aktienrückkäufe. Aktionärsfreundlich

Unternehmensführung

Führungsteam

NamePositionAlter
Dr. Christian BruchCEO, President, Chief Sustainability Officer & Chairman of Executive Board55
Ms. Maria FerraroCFO & Member of Executive Board52
Mr. Tim Oliver HoltMember of the Executive Board56
Mr. Karim Ahmed Amin Aly KhalilMember of the Executive Board48
Vinod Mohan PhilipMember of the Executive Board51
Anne-Laure Parrical de ChammardMember of the Executive Board43
Ms. Hanna HennigChief Information Officer-
Tobias HangHead of Investor Relations-
Mr. Tim Proll-GerweHead of Media Relations-
Ms. Nadja HaakanssonManaging Director for Africa-

Prüfungsrisiko

10

Vorstandsrisiko

4

Vergütungsrisiko

4

Aktionärsrechterisiko

1

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.

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