Added to YB: 2025-03-05
Pitch date: 2025-03-03
TKA.DE [bullish]
thyssenkrupp AG
+35.08%
current return
Author Info
No bio for this author
Company Info
thyssenkrupp AG operates as an industrial and technology company in Germany and internationally. The company operates through Automotive Technology, Decarbon Technologies, Materials Services, Steel Europe, and Marine Systems segments.
Market Cap
EUR 6.0B
Pitch Price
EUR 6.63
Price Target
18.00 (+101%)
Dividend
1.57%
EV/EBITDA
3.05
P/E
-4.82
EV/Sales
0.09
Sector
Metals and Mining
Category
value
thyssenkrupp AG (TKA) - German Colossal Worth More Dead Than Alive
TKA.DE: German conglomerate with €110mn FCF in FY24. Upside from divestitures, industry recovery, and improved sentiment. 5 segments: AT, DT, MX, SE, MS. New mgmt incentivized for turnaround. SOTP valuation ~€18/share vs current ~€7. Risks: capital allocation, tariffs. Catalysts: MS spinoff, SE JV, increased dividend.
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