Bernstein downgrades Siemens stock rating to Market Perform as valuation premium emerges

Published 02/09/2025, 08:50
Bernstein downgrades Siemens stock rating to Market Perform as valuation premium emerges

Investing.com - Bernstein downgraded Siemens AG (ETR:SIE) (OTC:SIEGY) from Outperform to Market Perform on Tuesday, setting a price target of EUR230.00.

The downgrade comes as Siemens has eliminated its traditional conglomerate discount, which had persisted at around 30% since 2021 and reached a peak of 40% in Q2 2024 compared to peers Schneider and ABB.

Bernstein notes that Siemens has been rewarded by investors for its datacenter electrical exposure, portfolio rotations including software acquisitions of Altair and Dotmatix, the Innomotics sale, and plans to reduce its Healthineers stake to a minority holding by year-end.

Excluding Healthineers, Siemens is now trading on par with the average of Schneider and ABB at approximately 15x earnings, and at a 13% premium specifically to Schneider.

Bernstein’s sum-of-the-parts analysis concludes that Siemens’ fair value excluding Healthineers is around 13x earnings, indicating that for the first time in the past decade, Siemens trades at an 18% conglomerate premium, suggesting the stock is overvalued.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.