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TKMS (TKMS) Fair Value & Analysis

Industrials · Market cap €4.8B

T TKMS TKMS · XETRA
Price€74.60
Fair Value€43.50
Upside-41.7%
Quality91/100
Evidence: High Range €30.79 – €50.83

Fair value as of: Jun 30, 2026

From 23 valuation models · updated today

Share price −11.5% over the past month.

Price vs Fair Value (8 months)

€101.10 €57.55 Fair Value €43.50 Oct 2025 Jun 2026

8‑month range €57.55 – €101.10 · fair‑value band €30.79 – €50.83 · the €74.60 price screens above the €43.50 fair value. As of Jun 30, 2026.

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Analysis

TKMS (TKMS) currently trades at €74.60, while our model-based Fair Value estimate is €43.50 — implying the stock looks roughly 41.7% overvalued today. We read business quality at 91/100 (high quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, TKMS generated revenue of €2.3B at a net margin of 3.7%. Revenue grew 22.4% year over year. The balance sheet holds a net cash position of €2.0B. The stock trades on a trailing P/E of 55.5. Fundamentals as of Jun 30, 2026

Key figures & financial health

Revenue (TTM) €2.3B
Revenue growth (YoY) +22.4%
Net margin 3.7%
Free cash flow €969M FY2025
P/E ratio 49.5
Operating margin 4.0%
More key figures
EPS (TTM) €1.52
EPS growth (YoY) -2.9%
Net cash €2.0B FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 30, 2026. TTM = trailing twelve months.

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

TKMS reported revenue of €2.5B in FY2025 versus €1.7B in FY2022, a compound +15.4%/yr. Reported net income was €123M in FY2025, compounding +125.0%/yr from FY2022.

Revenue +15.4%/yr
FY22 €1.7B
FY23 €2.1B
FY24 €2.2B
FY25 €2.5B
Net income +125.0%/yr
FY22 €10.8M
FY23 €60.1M
FY24 €92.6M
FY25 €123M

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Similar stocks

6 more Aerospace & Defense stocks, each showing price versus our Fair Value estimate (as of Jun 30, 2026).

Stock Price Fair Value vs Fair Value
General Electric Company GE C$46.59 C$22.78 -51%
RTX Corporation RYTT34 R$156.64 R$17.06 -89%
The Boeing Company BCO €193.64 €48.20 -75%
Airbus SE EADSF $217.43 $138.69 -36%
Safran SA SAFRY $94.54 $57.23 -39%
Rolls-Royce Holdings RYCEY $18.79 $9.46 -50%

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Frequently asked questions

Is TKMS (TKMS) undervalued?
As of Jun 30, 2026, our model estimates a fair value of €43.50 versus a price of €74.60 — about −42% (overvalued). Model-based estimate, not financial advice.
What is the fair value of TKMS?
Our 21-model fair value for TKMS is €43.50 (as of Jun 30, 2026), built from audited fundamentals. The current price is €74.60.
What is the quality score of TKMS?
TKMS has a Quality Score of 91/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of TKMS (TKMS)?
TKMS reported trailing-twelve-month revenue of about €2.3B (latest available figure, as of Jun 30, 2026).
What is the net profit margin of TKMS?
The net profit margin of TKMS is about 3.7%, meaning it keeps roughly 3.7% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.