Siemens recorded 58% organic order growth in the fourth quarter, taking full-year growth to 25%, comfortably exceeding company-compiled consensus. Strong momentum across the business led management to raise its midterm comparable revenue growth target from 7% to 11%.
Siemens enjoys a combination of cyclical and structural growth prospects, with indications that the digital industries segment is recovering from an industry slowdown and smart infrastructure is enjoying medium-term growth themes from decarbonization and investment into data centers to support AI.
Siemens’ diversified portfolio dilutes its direct artificial intelligence data center exposure relative to focused electrical equipment players like Vertiv, Eaton, Legrand, or Schneider Electric.
Metric | SIEGY | ROK | SU |
|---|---|---|---|
Price/Earnings (Normalized) | 24.21 | 30.21 | 26.08 |
Price/Book Value | 3.02 | 12.51 | 5.63 |
Price/Sales | 2.51 | 5.04 | 3.33 |
Price/Cash Flow | 16.91 | 26.09 | 18.53 |
Metric | SIEGY | ROK | SU |
|---|---|---|---|
Quick Ratio | 1.11 | 0.62 | 0.81 |
Current Ratio | 1.45 | 1.03 | 1.09 |
Interest Coverage | 7.22 | 13.46 | 12.31 |
Metric | SIEGY | ROK | SU |
|---|---|---|---|
Return on Assets (Normalized) | 5.58% | 13.44% | 8.90% |
Return on Equity (Normalized) | 14.26% | 41.94% | 22.32% |
Return on Invested Capital (Normalized) | 6.90% | 21.78% | 13.76% |
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United States