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SIEMENS ENERGY AG (SMEGF)

NEUTRAL
IndustrialsSpecialty Industrial MachineryGermany

Fundamental

66

Preço

$152.76

Capitalização de Mercado

$126.91B

Parte 1 · Quanto vale a empresa

Visão Geral

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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Who this company fights with for the same customers

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Balanço & Liquidez

Receita

$41.84B

Últimos 12 meses (até 30/06/2026)

Resultado Líquido

$2.69B

Últimos 12 meses (até 30/06/2026)

Fluxo de Caixa Livre

$6.20B

Capital Próprio Total

$10.73B

Passivo Total

$2.96B

Rácio de Liquidez

0.90

Cobertura de Juros

-

Dívida/EBITDA

0.64

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

Sobrevalorizada

Valor Justo

$116.69

Preço Atual

$152.76

Margem de Segurança

-30.9%

Intervalo de Valor Justo

$75.85 - $157.54

Métodos de Estimativa

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

Métricas de Avaliação

Rácio P/E

48.43

ROE

27.7%

Rácio P/B

11.84

P/FCF

20.45

Margem Bruta

20.8%

ROIC

31.4%

Radar de Rentabilidade

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.

Critérios de Análise Fundamental

Aprovado (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%

Reprovado (5)

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

Indisponível (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

Preocupações financeiras graves

score
criteria

Qualidade dos Resultados

6.79

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

-

A recomprar ações. Favorável ao acionista

Governação

Equipa Executiva

NomeCargoIdade
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-

Risco de Auditoria

10

Risco do Conselho

4

Risco de Remuneração

4

Risco dos Direitos dos Acionistas

1

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Latest News

Recent headlines for SMEGF, sourced from Markets Gazette.

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