Added to YB: 2025-09-30
Pitch date: 2025-09-26
ANDR.VI [bullish]
Andritz AG
+4.58%
current return
Author Info
The Small Cap Strategist We specialize in unearthing undervalued companies largely overlooked by mainstream analysts. Our focus is on finding true bargains: businesses with strong fundamentals, limited downside, and significant upside potential. Sign up for the newsletter.
Company Info
Andritz AG engages in the provision of industrial machinery, equipment, and services in Europe, North America, South America, China, Asia, Africa, Australia, and internationally.
Market Cap
EUR 6.1B
Pitch Price
EUR 60.00
Price Target
72.00 (+15%)
Dividend
4.17%
EV/EBITDA
7.20
P/E
13.24
EV/Sales
0.71
Sector
Machinery
Category
value
Secular Growth at 12.8x P/E, Powered by a 40%+ Service Revenue Flywheel & Net-Cash Balance Sheet - Andritz AG
ANDR.VI: Global industrial leader w/ net-cash balance sheet pivoting to green tech (hydrogen, carbon capture). 40%+ recurring service revenue provides stability. Trading 12.8x P/E vs 20.7x peer avg despite strong fundamentals. Analyst consensus 20% upside, 12.5% EPS CAGR forecast. 5.6% shareholder yield.
Read full article (22 min)