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SIEMENS ENERGY AG (SMEGF)

NEUTRAL
IndustrialsSpecialty Industrial MachineryGermany

Fundamental

66

Precio

$152.76

Capitalización Bursátil

$126.91B

Parte 1 · Cuánto vale la empresa

Resumen

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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Balance y Liquidez

Ingresos

$41.84B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$2.69B

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$6.20B

Patrimonio Neto Total

$10.73B

Pasivo Total

$2.96B

Ratio de Liquidez

0.90

Cobertura de Intereses

-

Deuda/EBITDA

0.64

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Sobrevalorado

Valor Justo

$116.69

Precio Actual

$152.76

Margen de Seguridad

-30.9%

Rango de Valor Justo

$75.85 - $157.54

Métodos de Estimación

Analyst Target:$196.52
DCF:$90.57
PE-based:$88.94
Graham Growth:$50.14
EPV:$25.58
Consenso de Analistas:Compra Fuerte (24B / 5H / 2S)
Última Sorpresa de Resultados:+10.72%

Métricas de Valoración

Ratio P/E

48.43

ROE

27.7%

Ratio P/B

11.84

P/FCF

20.45

Margen Bruto

20.8%

ROIC

31.4%

Radar de Rentabilidad

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.

Criterios de Análisis Fundamental

Superado (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%

Fallido (5)

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

No disponible (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

Preocupaciones financieras graves

score
criteria

Calidad de los Beneficios

6.79

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

-

Recomprando acciones. Favorable para el accionista

Gobernanza

Equipo Directivo

NombreCargoEdad
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-

Riesgo de Auditoría

10

Riesgo del Consejo

4

Riesgo de Compensación

4

Riesgo de Derechos del Accionista

1

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Latest News

Recent headlines for SMEGF, sourced from Markets Gazette.

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