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SIE.DE$272.65+1.06%
Fair $272.65+0.0%

SIE.DE

Siemens Aktiengesellschaft

Industrials / Specialty Industrial MachineryXETRA

$272.65

+2.85 (+1.06%)

Fairly Valued+0.0%Fair Value $272.65Fund rank 37/100 · Data gapFallback financials|
SA 60/B
F-Score: 6/9

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $10.1B · quality 76.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 90/100Data 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

60/100

B

Piotroski

6/9

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 · SIE.DELocal privado en este navegador · Siemens Aktiengesellschaft
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

$208.0B

P/E

28.2x

↑

EV/EBITDA

16.3x

↑

ROE

15.5%

↑

Gross Margin

38.5%

↑

Debt/Equity

0.90

↑
52-Week Range$273
$198$280

TradingView lightweight chart

SIE.DE price, volumen y niveles de valoración

Último $272.65Periodo +152.7%
Fair value: $272.65

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

+3.1%

FCF CAGR

+9.8%

FCF margin

13.7%

FCF / Net income

1.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $78.91B · net income $9.62B · FCF $10.81B

2022-FY → 2025-FY

Gross margin

38.5%+2.6% pts

Operating margin

11.5%+1.4% pts

Net margin

12.2%+7.0% pts

FCF margin

13.7%+2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$78.91B$78.91B$75.93B$74.88B$71.98B
Net Income$9.62B$9.62B$8.30B$7.95B$3.72B
EBITDA$15.86B$15.86B$16.17B$16.04B$11.40B
EPS12.1112.1110.389.914.59
Gross Margin38.5%38.5%39.3%38.9%35.9%
Operating Margin11.5%11.5%12.5%12.6%10.1%
Net Margin12.2%12.2%10.9%10.6%5.2%
Balance Sheet
Debt/Equity0.900.900.930.981.04
Current Ratio1.391.39———
Cash Flow
Free Cash Flow$10.81B$10.81B$9.58B$10.09B$8.16B
Returns
ROE15.5%15.5%16.2%16.6%7.6%
Valuation
P/E28.2228.2217.6213.5922.37
EV/EBITDA16.2616.2611.439.0010.81
P/B3.483.482.852.261.70
Growth & Yield
Revenue Growth3.9%3.9%1.4%4.0%—
EPS Growth16.7%16.7%4.7%115.9%—
Dividend Yield2.0%2.0%———

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

25.9%

muy exigente

EPS terminal req.

$24.19

Spread vs growth

-9.3%

5Y implied EPS CAGR

19.3%

exigente

EPS terminal req.

$29.27

Spread vs growth

-2.6%

10Y implied EPS CAGR

14.6%

razonable

EPS terminal req.

$47.15

Spread vs growth

2.1%

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 +29.4%

Total return

+29.4%

Start / end P/E

20.6x → 22.5x

EPS bridge

10.38 → 12.11

Residual

+1.5%

EPS growth+16.7%
Multiple rerating+9.2%
Dividend+2.0%
Residual / FX / buybacks / cross-term+1.5%

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.