Alstom: Improving Execution and Backlog Conversion Support Profitable Growth
Alstom offers a comprehensive portfolio, including rolling stock (51% of revenue), services (24%), and signaling and systems (25%), setting it apart from competitors.
Alstom SA ALO
Bulls Say, Bears Say
Bulls
A EUR-100-billion backlog, 58% from higher-margin services and signaling, and a growing European rail market provide exceptional revenue visibility and a credible recovery path once ramp-ups stabilize.
Bears
Three consecutive years of cash disappointments and two profit warnings since Bombardier suggest execution failures are systemic—better backlog quality has not translated into better delivery.
News
Trading Information
- Previous Close Price
- €15.96
- Day Range
- €15.75–15.88
- 52-Week Range
- €14.48–30.23
- Bid/Ask
- €15.74 / €15.75
- Shares Outstanding
- 462.62M
- Market Cap
- €7.29B
- Volume/Avg
- 116,907 / 1M
Key Statistics
- Price/Earnings (Normalized)
- 23.69
- Price/Sales
- 0.39
- Dividend Yield (Trailing)
- 0.00%
- Dividend Yield (Forward)
- 0.00%
- Dividend Payment Schedule
- —
- Total Yield
- —
Company Profile
Alstom develops and markets equipment, systems, and services for the railway transport sector, including rolling stock, maintenance and modernization services, signaling, and infrastructure, which are offered separately, bundled, or as fully integrated solutions. The company is one of the key international players in the industry with a strong position in European markets.
- Sector
- Industrials
- Industry
- Railroads
- Stock Style Box
- Mid Core
- Total Number of Employees
- 87,832
- Website
- https://www.alstom.com
Competitors
Valuation
|
Metric
|
ALO
|
GE
|
SIE
|
|---|---|---|---|
Price/Earnings (Normalized) | 23.69 | 41.61 | 25.85 |
Price/Book Value | 0.74 | 17.40 | 3.03 |
Price/Sales | 0.39 | 6.17 | 2.58 |
Price/Cash Flow | 6.39 | 32.64 | 17.61 |
Price/Earnings
ALO
GE
SIE
Financial Strength
|
Metric
|
ALO
|
GE
|
SIE
|
|---|---|---|---|
Quick Ratio | 0.64 | 0.61 | 1.14 |
Current Ratio | 0.94 | 0.98 | 1.44 |
Interest Coverage | 3.91 | 11.58 | 6.49 |
Quick Ratio
ALO
GE
SIE
Profitability
|
Metric
|
ALO
|
GE
|
SIE
|
|---|---|---|---|
Return on Assets (Normalized) | 1.61% | 5.87% | 5.28% |
Return on Equity (Normalized) | 5.72% | 40.66% | 13.71% |
Return on Invested Capital (Normalized) | 4.32% | 20.07% | 6.47% |
Return on Assets
ALO
GE
SIE
Railroads Industry Comparables
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Union Pacific Corp
UNP
| LOCK|<rN$X& | LOCK|#!C | $171B | |||
| CSX Corp
CSX
| LOCK|j^>xjc# | LOCK|Jy$ | $90B | |||
| Canadian Pacific Kansas City Ltd
CP
| LOCK|Z%!H!^N | LOCK|qS^ | $77B | |||
| Norfolk Southern Corp
NSC
| LOCK|<$@g$< | LOCK|$%# | $74B | |||
| Canadian National Railway Co
CNI
| LOCK|bX>Zlpz | LOCK|gQ | $74B | |||
| Westinghouse Air Brake Technologies Corp
WAB
| — | LOCK|!QN | $49B | |||
| MTR Corp Ltd ADR
MTCPY
| — | LOCK|<m!l? | $26B | |||
| MTR Corp Ltd
MTRJF
| — | LOCK|>^#M | $26B | |||
| East Japan Railway Co ADR
EJPRY
| — | LOCK|&DK? | $26B | |||
| East Japan Railway Co
EJPRF
| — | LOCK|&<qbC | $26B |
United States