Added to YB: 2025-11-12
Pitch date: 2025-11-05
SMMNY [bullish]
Siemens Healthineers AG
-5%
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 in Germany, the United States, rest of Europe, CIS, Africa, the Middle East, the Americas, the Asia Pacific, Japan, and China.
Market Cap
EUR 47.5B
Pitch Price
EUR 43.63
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.14
P/E
22.54
EV/Sales
2.58
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)