Added to YB: 2026-08-25
Pitch date: 2026-08-23
ENR.DE [bullish]
Siemens Energy AG
Author Info
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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 131.2B
Pitch Price
N/A
Price Target
390.00
Dividend
0.46%
EV/EBITDA
23.91
P/E
49.88
EV/Sales
2.95
Sector
Electrical Equipment
Category
growth
Siemens Energy: The Art of the Possible
ENR.DE: Bull case sees €19-20B EBITA by 2030 (incl royalty add-back), vs GEV street at €16-17B. Stock at 6x FY30 EBITA, 4x after €45B cumulative FCF. Gas OE could hit €8-12B EBITDA, services €10B+ total division. €390 PT by Sept-29 = 2.6x MOIC/3yrs. Peak-GW bear thesis fully digested; even zeroing gas equipment leaves 7x EBITA & >10% compounder.
Read full article (3 min)