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Siemens Energy AG (ENR) Fair Value & Analysis

Industrials · DE · Market cap €126B · ISIN DE000ENER6Y0

What is Siemens Energy AG really worth?

SE Siemens Energy AG ENR · XETRA
Price€146.52
Fair Value€38.94
Upside−73.4%
Quality59/100

A solid business, but trading 276% above our fair value of €38.94.

As of Sep 6, 2026, the fair value of Siemens Energy AG is €38.94 per share against a price of €146.52, so the fair value sits 73% below the price. A model estimate blended from multiple valuation models, recalculated regularly.

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Strengths

Healthy Growth (revenue 5y +7.3 %/yr)
Low debt · generates free cash flow

Risks

!Thin margins · 5.5% net margin
!Trails peers (5/15)
!Moderate moat 53/100
!Weak on future: 17 out of 100
!Weak on dividend: 10 out of 100

For context

·0.48% dividend yield
Evidence: High Range €29.09 – €48.79

Fair value as of: Sep 6, 2026

From 26 valuation models · updated today

Share price −2.9% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (€48.79). The favourable scenario is already priced in.
  • Solid but not exceptional quality (59/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

€187.62 €6.84 Fair Value €38.94 Jul 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 6, 2026.

How to read this chart

60‑month range €6.84 – €187.62 · fair‑value band €29.09 – €48.79 · the €146.52 price screens above the €38.94 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Sep 6, 2026.

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Analysis

Siemens Energy AG (ENR) currently trades at €146.52, while our model-based Fair Value estimate is €38.94, implying the stock looks roughly 276.2% overvalued today. The Quality Score stands at 59/100 (solid quality), in the Industrials sector. Bull case: the DCF Models group reads highest at a median of €63.27 per share, and 0 of the 26 models we run sit above the €146.52 price. Bear case: the Asset-Based group reads lowest at €8.11, and 26 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Siemens Energy AG generated revenue of €40.1B at a net margin of 5.5%. Revenue grew 3.3% year over year. It earns a return on equity of 23.3%. The balance sheet holds a net cash position of €5.2B. Fundamentals as of Sep 6, 2026

Our scenario range runs from €29.09 (bear case) to €48.79 (bull case); at €146.52, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 24% below its 52-week high and 79% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −52% fair-value upside, at −73%, ENR screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 11 months have passed since. In that time the company retained roughly €1.73 per share, which is 4.4 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (€8.11 to €93.74). Read the values as a conservative anchor, not as a price target.
Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF best evidence €62.78 €93.74 €141.17 80
Growth DCF €63.69 €91.02 €130.30 78
Owner Earnings €27.61 €38.72 €55.75 77
All 26 models by family
DCF Models
FCF DCF best evidence €62.78 €93.74 €141.17 80
Owner Earnings €27.61 €38.72 €55.75 77
5Y Revenue Exit €41.29 €56.14 €74.47 73
5Y EBITDA Exit €53.15 €78.41 €107.55 75
5Y P/E Exit €42.19 €57.83 €73.91 72
10Y Revenue Exit €47.84 €63.27 €83.01 68
10Y EBITDA Exit €56.12 €78.76 €108.33 69
10Y P/E Exit €49.12 €64.45 €82.57 65
Earnings-Based
Graham-Dodd €11.30 €35.68 €47.53 64
Lynch FV €7.83 €11.18 €14.54 61
PEG = 1.0 €7.83 €11.18 €14.54 57
EPV €26.06 €29.08 €31.73 74
Dividend Discount
Gordon GGM €17.57 €36.53 €57.95 66
DDM Multi-Stage €17.57 €29.24 €38.34 66
Multiples
P/E Multiple €26.17 €34.90 €43.62 63
P/S Multiple €21.19 €28.25 €35.31 58
P/B Multiple €21.19 €28.25 €35.31 55
EV/EBIT €40.11 €50.84 €61.57 66
EV/EBITDA €52.94 €67.95 €82.96 67
EV/Revenue €30.89 €40.74 €50.59 54
Asset-Based
NCAV (Graham) €6.05 €8.11 €12.11 54
Growth DCF
Growth DCF €63.69 €91.02 €130.30 78
Rev-Margin DCF €41.29 €56.75 €74.83 73
Economic Profit
Residual Income €11.75 €14.08 €24.85 73
ROIC Compounder €27.01 €31.35 €35.97 72
Growth Earnings
Growth-Adj P/E €21.75 €31.07 €40.39 67

Widest divergence: DCF Models (€63.27) versus Asset-Based (€8.11). Highest evidence: FCF DCF (80).

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Key figures & financial health

P/E ratio 57.7
P/S ratio 2.09 P/E × margin
EPS (TTM) €2.54 price ÷ EPS = P/E 57.7
Dividend yield 0.5% payout 27.6%
Net margin 3.6% FY2025
Return on equity 23.3% TTM
More key figures
Profitability
Return on assets (EBIT) −1.0% avg 5y
Operating margin 11.9% TTM
Growth
Revenue (TTM) €40.1B TTM
Revenue growth (YoY) +3.3% 3y avg +10.5%
EPS growth (YoY) +80.7%
Balance sheet & cash flow
Free cash flow €4.1B FY2025
Net cash €5.2B FY2025

Figures from reported company fundamentals · as of Sep 6, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 59/100

Of which business quality 57 · Market factors (momentum, volatility) 51

Profitability 36
Margins and returns on capital today
Quality Growth 71
Are margins and returns improving?
Cashflow 67
Earnings quality: real cash, not paper profit
Fin. Strength 52
Balance sheet, leverage, solvency risk
Investment 90
Disciplined investing over empire-building
Low Volatility 11
Calm price path (market factor)
Momentum 61
Price trend over the last 3–12 months (market factor)
52W Momentum 79
Distance to the 52-week high (market factor)
Net Issuance 39
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Siemens Energy AG operates as an energy technology company worldwide. It operates through Gas Services, Grid Technologies, Transformation of Industry, and Siemens Gamesa segments.

Full company description

Siemens Energy AG operates as an energy technology company worldwide. It operates through Gas Services, Grid Technologies, Transformation of Industry, and Siemens Gamesa segments. The company provides gas and steam turbines, generators, and heat pumps, as well as performance enhancement, maintenance, digitalization, and consulting services for central and distributed power generation; and high voltage direct current transmission systems, offshore wind farm grid connections, transformers, flexible alternating current transmission systems, high voltage substations, air and gas-insulated switchgears, circuit breakers, capacitor, digital grid solutions and components, components and cyber security, and transformers and storage solutions. It also offers electrolyzers, industrial steam turbines, industrial generators, turbo and reciprocating compressors, drive systems and solutions, batteries and fuel cells, and other systems and solutions, as well as service and digital offerings; onshore and onshore wind turbines; design, engineering, manufacturing, and installation solutions for onshore markets; offshore wind turbine equipment design, manufacturing, and installation solutions; and management, operation and maintenance services for wind farms. The company serves utilities, independent power producers, project developers, municipal energy producers, engineering, procurement, and construction companies, oil and gas, transmission and distribution system operators, and industrial and infrastructure customers. Siemens Energy AG was founded in 1866 and is based in Munich, Germany.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Siemens Energy AG reported revenue of €39.1B in FY2025 versus €28.5B in FY2021, a compound +8.2%/yr. Reported net income was €1.4B in FY2025.

Growth Quality 79/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
€39.1B
Latest YoY
+13.4%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+10.5%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+7.3%
Avg. revenue growth/yr (8Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+3.3%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+49.6% · in EUR
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share+49.1%
Dividend yield0.5%
Operating margin (EBIT) Operating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.−7.3% (2020) → 5.5% (2025) · rising
Worst earnings drop1,093% (2020) (loss year, drop beyond 100%) · in EUR
⚠ Revenue per share shrinking 9.2%/yr over ~6Y (margins eroding too) Structural-decline marker: revenue PER SHARE has fallen over the last decade (robust median trend, not a single year). Backtested across 2005 to 2017, such businesses trailed the market by about 2.5 percentage points per year. Display only: it does not change the fair value or the quality score.
Revenue +8.2%/yr
FY21 €28.5B
FY22 €29.0B
FY23 €31.1B
FY24 €34.5B
FY25 €39.1B
Net income
FY21 −€560M
FY22 −€647M
FY23 −€4.5B
FY24 €1.2B
FY25 €1.4B

ENR screens 276% overvalued. Compare with GE Vernova Inc →

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Cite: Fair Value Calculator (2026). "Siemens Energy AG Fair Value". https://www.fairvalue-calculator.com/stock/ENR.XETRA

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Specialty Industrial Machinery · 792 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 59 · Above median
Fair Value upside −73% · Bottom 25%
Return on equity (TTM) 23% · Top 25%
Return on assets 3% · Above median
Net margin (TTM) 6% · Below median
Operating margin (TTM) 12% · Above median
Revenue growth 3% · Below median
Dividend yield (TTM) 0.5% · Bottom 25%
Debt / equity 0.24× · Higher than median

Valuation Multiples vs Specialty Industrial Machinery median · lower = cheaper

P/E (TTM) 57.7× · Pricier than 75% of peers
P/B 14.17× · Pricier than 75% of peers
P/S (TTM) 3.64× · Pricier than median
P/FCF 35.6× · Pricier than 75% of peers
EV/EBITDA 37.9× · Pricier than 75% of peers
PEG 0.55× · Cheaper than 75% of peers

What the price implies (reverse DCF)

The inverse question: what free-cash-flow growth must Siemens Energy AG deliver for ten years so that today's price is fair in our DCF model? Same formula, same discount rate as the fair value.

Implied FCF growth, 10 years+15.8 % per year
Achieved revenue growth, 5 years+7.3 % p.a.
Sector median revenue growth+4.6 %
FCF yield on price3.16 %
Discount rate (WACC) in the models11.0 %

The price demands an acceleration versus past growth. Not a sell signal, but an expectation the company still has to earn. Ranking of the largest stocks →

Context: sector, industry, market

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 0
FUTURE17 · sector 21
PAST93 · sector 28
HEALTH88 · sector 96
DIVIDEND10 · sector 27

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Specialty Industrial Machinery stocks, each showing price versus our Fair Value estimate (as of Sep 6, 2026).

Stock Price Fair Value vs Fair Value
GE Vernova Inc GEV $941.84 $131.95 −86%
SIE SIE €289.85 €139.77 −52%
Eaton Corporation ETN $402.78 $168.65 −58%
Parker-Hannifin Corporation PH $995.02 $398.69 −60%
Atlas Copco AB ATCOA kr 206.60 kr 112.59 −46%
Cummins Inc CMI $564.40 $348.94 −38%
Illinois Tool Works Inc ITW $270.12 $145.84 −46%
Emerson Electric Co EMR $155.18 $58.44 −62%
AMETEK, Inc AME $236.25 $125.80 −47%
Rockwell Automation, Inc ROK $417.53 $125.76 −70%

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Frequently asked questions

Is Siemens Energy AG (ENR) overvalued or undervalued?
As of Sep 6, 2026, our model estimates a fair value of €38.94 versus a price of €146.52, about −73% upside (overvalued).
What is the fair value of ENR?
Our model-based fair value for Siemens Energy AG is €38.94 (as of Sep 6, 2026), built from audited fundamentals. The current price: €146.52.
What is the quality score of ENR?
Siemens Energy AG has a Quality Score of 59/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Siemens Energy AG (ENR)?
Our model-based price target is the fair value of €38.94 (as of Sep 6, 2026) from 26 valuation models. Cautious scenario €29.09, optimistic scenario €48.79. It is a calculation from audited fundamentals, not an analyst target.
What is the Siemens Energy AG stock forecast for 2026?
Our models put fair value at €38.94, about −73% upside versus a price of €146.52 (overvalued). Cautious scenario €29.09, optimistic scenario €48.79. The calculation is refreshed regularly with new filings.
What is the revenue of Siemens Energy AG (ENR)?
Siemens Energy AG reported trailing-twelve-month revenue of about €40.1B (latest available figure, as of Sep 6, 2026).
What is the net profit margin of ENR?
The net profit margin of Siemens Energy AG is about 5.5%, meaning it keeps roughly 5.5% of revenue as net income. Based on the latest reported figures.
Does Siemens Energy AG pay a dividend?
Siemens Energy AG currently shows a dividend yield of about 0.48% relative to its recent price (as of Sep 6, 2026).
What growth is priced into Siemens Energy AG (ENR)?
For today's price to be fair in a discounted-cash-flow model, Siemens Energy AG would have to grow free cash flow by +15.8 % per year for ten years (discount rate 11.0 %, then 2 % perpetual growth). Over the last 5 years revenue grew +7.3 % per year. As of Sep 6, 2026.
What discount rate (WACC) does the fair value of ENR use?
Our models discount Siemens Energy AG at 11.0 %: a base by market capitalisation (large), damped by beta 1.90, country premium for Germany. The same rate applies in all 26 models.
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