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ENR.DE$160.00-1.98%
Fair $160.00+0.0%

ENR.DE

Siemens Energy AG

Industrials / Specialty Industrial MachineryXETRA

$160.00

-3.24 (-1.98%)

Fairly Valued+0.0%Fair Value $160.00Fund rank 31/100 · Data gapFallback financials|
SA 49/C
F-Score: 8/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 58.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

49/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · ENR.DELocal privado en este navegador · Siemens Energy AG
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$136.1B

P/E

62.7x

↑

EV/EBITDA

32.4x

↑

ROE

13.7%

↑

Gross Margin

16.8%

↓

Debt/Equity

0.39

↑
52-Week Range$160
$82$192

TradingView lightweight chart

ENR.DE price, volumen y niveles de valoración

Último $160.00Periodo +627.3%
Fair value: $160.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+10.4%

FCF CAGR

+56.9%

FCF margin

10.5%

FCF / Net income

2.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $39.08B · net income $1.41B · FCF $4.10B

2022-FY → 2025-FY

Gross margin

16.8%+5.3% pts

Operating margin

4.0%+6.4% pts

Net margin

3.6%+5.2% pts

FCF margin

10.5%+6.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$39.08B$39.08B$34.47B$31.12B$29.00B
Net Income$1.41B$1.41B$1.18B$-4.53B$-467.0M
EBITDA$4.20B$4.20B$3.67B$-1.58B$1.18B
EPS1.601.601.35-5.47-0.65
Gross Margin16.8%16.8%13.1%2.4%11.5%
Operating Margin4.0%4.0%-0.2%-10.7%-2.3%
Net Margin3.6%3.6%3.4%-14.6%-1.6%
Balance Sheet
Debt/Equity0.390.390.410.560.19
Current Ratio0.910.91———
Cash Flow
Free Cash Flow$4.10B$4.10B$1.38B$394.0M$1.06B
Returns
ROE13.7%13.7%13.0%-53.3%-2.7%
Valuation
P/E62.7562.7526.19——
EV/EBITDA32.4132.417.73—4.28
P/B13.7213.723.411.120.45
Growth & Yield
Revenue Growth13.4%13.4%10.8%7.3%—
EPS Growth18.5%18.5%124.7%-741.5%—
Dividend Yield0.4%0.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

107.0%

muy exigente

EPS terminal req.

$14.20

Spread vs growth

-88.5%

5Y implied EPS CAGR

60.8%

muy exigente

EPS terminal req.

$17.18

Spread vs growth

-42.2%

10Y implied EPS CAGR

33.0%

muy exigente

EPS terminal req.

$27.67

Spread vs growth

-14.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +80.4%

Total return

+80.4%

Start / end P/E

65.9x → 100.0x

EPS bridge

1.35 → 1.60

Residual

+9.6%

EPS growth+18.5%
Multiple rerating+51.8%
Dividend+0.4%
Residual / FX / buybacks / cross-term+9.6%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.