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Added to YB: 2026-06-19

Pitch date: 2026-03-31

ENR.DE [bullish]

Siemens Energy AG

Author Info

No bio for this author

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 133.5B

Pitch Price

N/A

Price Target

N/A

Dividend

0.45%

EV/EBITDA

26.78

P/E

61.70

EV/Sales

3.14

Sector

Electrical Equipment

Category

growth

Show full summary:
Polen Global Growth New Postion: Siemens Energy AG

ENR.DE (new position): Energy tech co spun from Siemens AG (2020), spans full power value chain—gas/steam turbines, grid transmission, decarbonization, wind. Gas Services & Grid Tech (60%) have high entry barriers, secular tailwinds from data center demand, electrification. Double-digit rev growth potential; mid-teens+ EPS growth.

Read full article (1 min)