Added to YB: 2024-07-03
Pitch date: 2024-03-31
SIE.DE [bullish]
Siemens Aktiengesellschaft
+37.84%
current return
Author Info
No bio for this author
Company Info
Siemens Aktiengesellschaft, a technology company, focuses in the areas of automation and digitalization in Europe, Commonwealth of Independent States, Africa, the Middle East, the Americas, Asia, and Australia.
Market Cap
EUR 191.6B
Pitch Price
EUR 171.97
Price Target
N/A
Dividend
2.10%
EV/EBITDA
17.56
P/E
25.01
EV/Sales
3.05
Sector
Industrial Conglomerates
Category
value
Ariel Investments International (DM/EM) New Position: Siemens Aktiengesellschaft
SIE.DE: German tech conglomerate, undervalued due to complex portfolio. Portfolio simplified to high-quality businesses in energy transition, digitalization, industrial automation. New mgmt focused on FCF & capital allocation. Key catalysts: portfolio simplification, secular growth themes, improved shareholder focus. Potential for re-rating.
Read full article (1 min)