Added to YB: 2025-11-12
Pitch date: 2025-11-05
SMMNY [bullish]
Siemens Healthineers AG
-1.45%
current return
Author Info
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Company Info
Siemens Healthineers AG, through its subsidiaries, develops, manufactures, and sells a range of diagnostic and therapeutic products and services to healthcare providers worldwide.
Market Cap
EUR 49.3B
Pitch Price
EUR 44.68
Price Target
N/A
Dividend
2.26%
EV/EBITDA
13.92
P/E
23.19
EV/Sales
2.65
Sector
Health Care Equipment and Supplies
Category
growth
Medtech, telcos and AI fears - Siemens Healthineers (SMMNY)
SMMNY (quick overview): Q4 flat revenue masked 3-4% organic growth; imaging mid-single-digit growth led by high-end CTs in Americas/Asia; diagnostics pressured by China value-based purchasing; Varian order phasing weak but long-term oncology play intact; FY26 guidance 5-6% revenue growth but cautious EPS outlook due to margin pressures from inflation/investment; solid fundamentals suggest multi-year compounding story after current earnings digestion period.
Read full article (2 min)