Siemens Energy AG: Release according to Article 40, Section 1 of the WpHG the German Securities Trading Act with the objective of Europe-wide distribution January 27, 2024 at 01:36 am EST

This is a very low valuation for the company, historically and realistically. It’s A+ rated and at the current price has a dividend yield of over 4% following the recent decline. The company’s dividend has a very strong tradition, despite the occasional small cut when EPS necessitated this. My shareholding in the company at this point is over 8 years in the past. It’s the largest industrial manufacturing business in all of Europe, with 300,000+ employees across the globe.

You can also use the buy and sell buttons to open a position directly. Siemens is most certainly undervalued here, and its future is very bright. The results for 2Q22 are an optical negative due to the write-downs. However, on a realistic, mathematical basis, the company has confirmed positive outlooks and even bumped up revenue guidance.

1. It also means that you need to look at your portfolio, to see where your relative exposure lies.
2. Members of iREIT on Alpha get access to investment ideas with upsides that I view as significantly higher/better than this one.
3. The concept of “streamlining” a conglomerate is one that Siemens, therefore, over the past decade, has perfected.
4. It is also worth noting that SIEGY currently has a PEG ratio of 2.19.

Shares in Siemens Energy jumped higher after the German energy company reported a preliminary increase in profitability, and orders and revenue in its first quarter which exceeded expectations. Analysts and investors alike will be keeping a close eye on the performance of Siemens AG in its upcoming earnings disclosure. The company is expected to report EPS of $1.24, up 29.17% from the prior-year quarter. As an investor, it is important to be aware of the latest developments. In the graph below, you can see the current price of the Siemens stock.

Valuation

The company’s CFO stood at €1.8B quarterly, and the company’s industrial net debt remained at below 1.7X to EBITDA. This company is a business that’s active in a variety of different fields. It’s an industrial conglomerate that’s gone from a corporate structure similar to General Electric (GE) to a structure somewhat different following some spin-offs, divestments, and rotations.

There are several pros and cons when it comes to Siemens shares. Siemens has diversified its business activities well into eight different divisions. This is advantageous, as it leads to a good level of risk diversification. This can make an investment in Siemens shares less risky and therefore more attractive. Therefore, when investing in Siemens shares, it is important to analyze these regions carefully. When the economy performs well in these regions, the profitability of Siemens will likely increase.

This opens valuation up to NAV sensitivity, given that we need to be careful exactly how we value DI and SI to reflect the potential of large sales growth in the future. Due to the high margins and growth, I’m using valuation ranges https://g-markets.net/ in NAV of 12-15X EBIT multiples. This is admitting also, that the DI segment can be somewhat volatile. That means that based on company guidance, Siemens at a native share price of €99/share is trading at less than 11X P/E.

Are you curious about what analysts think Siemens will do in 2024 and the years after? We have combined the forecasts of analysts using Alpha Vantage data. Remember that this figure is only a prediction of the stock price of Siemens and that this prediction does not necessarily have to come siemens trading true. I’ve gotten a few requests to look at the business, and there’s a lot to like about Siemens at the right price. The Industrial Services industry is part of the Industrial Products sector. This group has a Zacks Industry Rank of 87, putting it in the top 35% of all 250+ industries.

Company Profile

Siemens Aktiengesellschaft, a technology company, focuses in the areas of automation and digitalization in Europe, Commonwealth of Independent States, Africa, the Middle East, the Americas, Asia, and Australia. It operates through Digital Industries, Smart Infrastructure, Mobility, Siemens Healthineers, and Siemens Financial Services (SFS) segments. The Siemens Healthineers segment develops, manufactures, and sells various diagnostic and therapeutic products and services; and provides clinical consulting and training services. The SFS segment offers debt and equity investments; leasing, lending, and working capital, structured, equipment, and project financing; and financial advisory services. Siemens Aktiengesellschaft was founded in 1847 and is headquartered in Munich, Germany.

Managers and Directors – Siemens AG

S&P Global targets a valuation range between €117 on the low end and €207 on the high end. I do not know how anyone could reach €207/share for Siemens, except by applying such positive premia or growth assumptions that you’re really out in troubled waters – as I see it. S&P Global’s 24 analysts, 18 of which are still, compared to my last article, at “BUY” or “Outperform” here, are being very positive with their assumptions for the various segments.

Siemens AG Class N (SIEGn)

However, readers and followers shouldn’t expect me to change my targets all that much, because the company’s current trends don’t warrant or justify it. Analysts at Citi highlighted the company’s pretax cash outflow of EUR283 million as its most positive result as it reduces the risk of worse-than-expected year-end net debt and of an equity raise. Siemens AG (SIEGY) closed the most recent trading day at $90.82, moving +0.01% from the previous trading session. The stock trailed the S&P 500, which registered a daily gain of 0.53%. Elsewhere, the Dow saw an upswing of 0.64%, while the tech-heavy Nasdaq appreciated by 0.19%. During World War II, Siemens used forced labourers to work on products for Siemens & Halske.

The headquarters of Siemens are located in the German cities of Berlin and Munich. Siemens shares are listed on the Deutsche Börse with the ticker SIE. In this article, you can read whether it is wise to buy Siemens shares. Wolf Report is a senior analyst and private portfolio manager with over 10 years generating value ideas in European and North American markets.

Over the last 30 days, the Zacks Consensus EPS estimate has moved 3.25% higher. Siemens AG presently features a Zacks Rank of #1 (Strong Buy). The the stock of company has fallen by 2.97% in the past month, lagging the Industrial Products sector’s loss of 1.63% and the S&P 500’s gain of 2.48%.

After my studies business administration and psychology, I decided to put all my time in developing this website. Another weakness of the Siemens share is its dependence on external suppliers. When there are problems with these suppliers, the company’s profitability may come under pressure. The company also faced various scandals in the media regarding corruption.

These forced labourers were located in the concentration camp Groß-Rosen and in an estimated 20 different factories that were set up around the Ravensbrück concentration camp. Before deciding whether to buy or sell Siemens, it is essential to analyze the share. In the overview below, you can see how Siemens developed over the past period. We’d like to share more about how we work and what drives our day-to-day business.

Siemens is a disparate portfolio of high-quality businesses in different sectors. The spin off of its cyclical energy and wind turbine divisions has enhanced the group’s return profile and provides more durable returns than in the past. All its businesses have strong product portfolios to compete in long-term attractive end markets that benefit from the secular growth trends of digitalization and the energy transition. In addition, its installed base of long-life industrial equipment requires a constant stream of aftermarket upgrades and maintenance, underpinning its high-single-digit earnings growth target. However, it is important to note that over 40% of the revenue comes from the energy divisions.