Added to YB: 2025-06-16
Pitch date: 2025-04-28
SMNEY [bullish]
Siemens Energy AG
Author Info
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Company Info
Siemens Energy AG operates as an energy technology company worldwide. It operates through Gas Services, Grid Technologies, Transformation of Industry, and Siemens Gamesa segments.
Market Cap
EUR 73.7B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
27.71
P/E
420.41
EV/Sales
1.84
Sector
Electrical Equipment
Category
value
Show full summary:
Siemens Energy AG - $SMNEY
SMNEY: AI-fueled power demand shock beneficiary (2x equipment demand, 3% growth vs. historical 1%). Trades at 15x 2026 EBIT vs. GE Vernova's 28x. #2 in Gas Services & Grid Tech w/ 35% EBIT growth, masked by struggling Wind unit. Base case: 20% IRR assuming minimal Wind recovery + 18x P/E exit.
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