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Voestalpine AG (VOE) Fair Value & Analysis

Basic Materials · AT · Market cap €7.7B

VA Voestalpine AG VOE · VI
Price€46.14
Fair Value€36.81
Upside-20.2%
Quality58/100
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Mixed Growth
Thin margins · 2.8% net margin
Low debt · generates free cash flow
1.66% dividend yield
Mixed vs. peers (6/15)
Narrow moat 33/100
Evidence: High Range €26.09 – €50.66 Share as image

Fair value as of: Jul 18, 2026

From 24 valuation models · updated 22 days ago

Fair value updated Jul 18, 2026, revised from €24.19 to €36.81 (+52.2%) since Jun 24, 2026. Share price +13.3% over the past month.

A solid business, but screening 20% overvalued on our models.

What matters now

  • Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (€26.09 to €50.66) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

€48.13 €15.40 Fair Value €36.81 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range €15.40 – €48.13 · fair‑value band €26.09 – €50.66 · the €46.14 price screens above the €36.81 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

Voestalpine AG (VOE) currently trades at €46.14, while our model-based Fair Value estimate is €36.81, implying the stock looks roughly 20.2% overvalued today. The Quality Score stands at 58/100 (solid quality), in the Basic Materials 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, Voestalpine AG generated revenue of €15.1B at a net margin of 1.5%. Revenue declined 4.1% year over year. It earns a return on equity of 3.1%. Net debt stands at €1.0B. Fundamentals as of Jul 18, 2026

Our scenario range runs from €26.09 (bear case) to €50.66 (bull case); at €46.14, the current price sits within 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 share trades about 6% below its 52-week high and 114% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -7% fair-value upside, at -20%, VOE screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.

Model BearBaseBull Evidence
Highest evidence
Growth DCF €30.37 €40.92 €58.47 80
Residual Income €33.89 €34.41 €33.39 76
Rev-Margin DCF €31.75 €48.42 €68.79 74
All 24 models by family
DCF Models
FCF DCF €29.10 €40.05 €59.79 38
Owner Earnings €9.24 €12.97 €19.69 31
5Y Revenue Exit €31.75 €47.69 €70.92 39
5Y EBITDA Exit €43.81 €68.55 €101.37 41
5Y P/E Exit €27.25 €39.92 €55.11 38
10Y Revenue Exit €29.50 €41.17 €53.81 36
10Y EBITDA Exit €37.61 €53.83 €71.37 37
10Y P/E Exit €27.78 €36.46 €44.69 35
Earnings-Based
Graham-Dodd €16.84 €20.97 €23.73 54
EPV €20.12 €23.46 €26.34 59
Dividend Discount
Gordon GGM €5.27 €5.74 €6.46 70
DDM Multi-Stage €5.27 €6.54 €8.25 61
Multiples
P/E Multiple €31.58 €42.11 €52.64 63
P/S Multiple €31.58 €42.11 €52.64 58
P/B Multiple €31.58 €42.11 €52.64 55
EV/EBIT €42.39 €56.86 €71.34 53
EV/EBITDA €62.72 €83.97 €105.22 54
EV/Revenue €36.60 €52.73 €68.86 43
Asset-Based
NCAV (Graham) €22.11 €29.62 €44.21 50
Growth DCF
Growth DCF €30.37 €40.92 €58.47 80
Rev-Margin DCF €31.75 €48.42 €68.79 74
Economic Profit
Residual Income €33.89 €34.41 €33.39 76
ROIC Compounder €20.12 €23.46 €26.34 72
Growth Earnings
Growth-Adj P/E €22.50 €32.14 €41.79 68

Widest divergence: Multiples (€42.11) versus Dividend Discount (€5.74). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) €15.1B
Revenue growth (YoY) -1.9%
Net margin 2.8%
Return on equity 5.6%
Free cash flow €557M FY2026
P/E ratio 18.4
More key figures
Operating margin 5.6%
EPS (TTM) €2.44
Dividend yield 1.7%
EPS growth (YoY) +169%
Net debt €1.0B FY2026

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 58/100

Of which business quality 56 · Market factors (momentum, volatility) 64

Profitability 38
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 44
Earnings quality: real cash, not paper profit
Fin. Strength 53
Balance sheet, leverage, solvency risk
Investment 91
Disciplined investing over empire-building
Low Volatility 25
Calm price path (market factor)
Momentum 72
Price trend over the last 3–12 months (market factor)
52W Momentum 96
Distance to the 52-week high (market factor)
Net Issuance 83
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.

About the company

Voestalpine AG processes, develops, manufactures, and sells steel and technology products in Austria, the European Union, and internationally. It operates through five divisions: Steel Division, High Performance Metals Division, Metal Engineering Division, Metal Forming Division, and Holding & Group Services.

Full company description

Voestalpine AG processes, develops, manufactures, and sells steel and technology products in Austria, the European Union, and internationally. It operates through five divisions: Steel Division, High Performance Metals Division, Metal Engineering Division, Metal Forming Division, and Holding & Group Services. The Steel division produces hot and cold-rolled steel strips, as well as electrogalvanized, hot-dip galvanized, and organically coated steel strips; heavy plates, and foundry products for the energy sector; and turbine casings. The High Performance Metals division offers special high-alloy tool and high-speed steel for the oil and natural gas, aerospace, and energy engineering industries; utilizing nickel-base and titanium alloys; tool manufacturing, component processing, heat treatment, and coating services; warehousing and preprocessing of special steels; and various services, including logistics, distribution, and processing for the oil and natural gas industries. The Metal Engineering division provides wire rods and drawn wires, seamless tubes for special applications, and welding consumables and machinery; rails and digital monitoring systems; and services related to rail infrastructure. The Metal Forming segment manufactures refined special sections, tubes, and precision strip steel products; pre-finished system components made from pressed, punched, and roll-profiled parts; and storage system solutions for manufacturers in the automotive production and supply industries, as well as various companies in the commercial vehicle, construction, storage, energy, and agricultural machinery industries. It serves automotive, energy, railway systems, construction, mechanical engineering, white goods/consumer goods, aerospace, and other industries. Voestalpine AG is headquartered in Linz, Austria.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Voestalpine AG reported revenue of €15.1B in FY2026 versus €14.9B in FY2022, a compound +0.2%/yr. Reported net income was €425M in FY2026, compounding −24.4%/yr from FY2022.

Growth Quality 60/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2026)
€15.1B
Latest YoY
−4.3%
Avg. growth/yr (3Y)
−6.2%
Avg. growth/yr (5Y)
+6.0%
Avg. growth/yr (10Y)
+3.1%
Revenue +0.2%/yr
FY22 €14.9B
FY23 €18.2B
FY24 €16.7B
FY25 €15.7B
FY26 €15.1B
Net income −24.4%/yr
FY22 €1.3B
FY23 €1.1B
FY24 €101M
FY25 €154M
FY26 €425M

VOE screens 20% overvalued. Compare with Tata Steel Limited →

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Cite: Fair Value Calculator (2026). "Voestalpine AG Fair Value". https://www.fairvalue-calculator.com/stock/VOE

Earlier news

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

Peer Group

Steel · 378 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 58 · Top 25%
Fair Value upside −20% · Below median
Return on equity (TTM) 6% · Above median
Return on assets 3% · Above median
Net margin (TTM) 3% · Above median
Operating margin (TTM) 6% · Above median
Revenue growth -2% · Below median
Dividend yield (TTM) 1.7% · Below median
Debt / equity 0.17× · Higher than median

Valuation Multiples vs Steel median · lower = cheaper

P/E (TTM) 18.4× · Pricier than median
P/B 1.17× · Pricier than median
P/S (TTM) 0.59× · Pricier than median
P/FCF 15.9× · Pricier than 75% of peers
EV/EBITDA 6.7× · Cheaper than median
PEG 5.88× · Pricier than 75% of peers

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.

VALUE 6 · sector 20
FUTURE 0 · sector 4
PAST 22 · sector 15
HEALTH 92 · sector 95
DIVIDEND 33 · sector 41

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

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Steel stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
Tata Steel Limited TTST $0.2010 $0.2000 -0%
JSW Steel Limited JSWSTEEL ₹1,227 ₹1,140 -7%
Baoshan Iron & Steel Co 600019 ¥5.89 ¥8.07 +37%
China Steel Corporation 2002A 38.55 TWD 8.74 TWD -77%
POSCO Holdings 005490 313,500 KRW 155,270 KRW -50%
Companhia Siderúrgica Nacional, SID 13,670 ARS 15,940 ARS +17%
Jindal Steel Limited JINDALSTEL ₹1,028 ₹545.12 -47%
Lloyds Metals and Energy Limited LLOYDSME ₹1,844 ₹1,098 -40%
Gerdau S.A GGBN 83.50 MXN 42.64 MXN -49%
Ternium S.A TXR 17,780 ARS 27,210 ARS +53%

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Frequently asked questions

Is Voestalpine AG (VOE) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of €36.81 versus a price of €46.14, about −20% (overvalued).
What is the fair value of VOE?
Our model-based fair value for Voestalpine AG is €36.81 (as of Jul 18, 2026), built from audited fundamentals. The current price is €46.14.
What is the quality score of VOE?
Voestalpine AG has a Quality Score of 58/100. 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 revenue of Voestalpine AG (VOE)?
Voestalpine AG reported trailing-twelve-month revenue of about €15.1B (latest available figure, as of Jul 18, 2026).
What is the net profit margin of VOE?
The net profit margin of Voestalpine AG is about 1.5%, meaning it keeps roughly 1.5% of revenue as net income. Based on the latest reported figures.
Does Voestalpine AG pay a dividend?
Voestalpine AG currently shows a dividend yield of about 1.25% relative to its recent price (as of Jul 18, 2026).

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.

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