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Siemens AG ADR SIEGY Stock Quote

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Morningstar‘s Stock Analysis SIEGY

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Economic Moat

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Siemens Well Positioned for Automation and Electrification Trends

Business Strategy and Outlook

| Denise Molina, CFA |

Siemens is a disparate portfolio of leaders in different sectors. The investment case remains complex, with new management unlikely to do any further deconsolidation of the four major businesses: plant management components and software (digital industries), medical equipment (Healthineers), electrical distribution equipment (smart infrastructure), and railway equipment (mobility), each contributing between 10% and 40% of group profits. All of these businesses have strong product portfolios to compete in long-term attractive end markets. Digital industries will benefit from industrial complexes increasingly using productivity-enhancing software and automation hardware. Siemens mobility and smart infrastructure have exposure to "green transformation." Siemens mobility is well placed to benefit from further electrification of European rail and eventually hydrogen trains. Smart infrastructure has a portfolio of products and software, like smart grid software, and connected low- and medium-voltage products, critical in power distribution and building infrastructure upgrades necessary to support growing, but volatile, renewables power supply and electric vehicle charging. However, in terms of profit contribution, digital industries and Healthineers combined generate 80% of the group total.

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Key Statistics SIEGY

Company Profile SIEGY

Business Description

Siemens is an industrial conglomerate, with businesses selling components and equipment for factory automation, railway equipment, electrical distribution equipment, and medical equipment. Its separately listed business units include Siemens Healthineers, Siemens Energy, and Siemens Gamesa, which supply medical imaging equipment, power generation, and wind turbines, respectively.

Contact
Werner-von-Siemens-Strabe 1
Munich, BY, 80333, Germany
T +49 8938035491
Industry Specialty Industrial Machinery
Most Recent Earnings Jun 30, 2022
Fiscal Year End Sep 30, 2022
Employees 308,000

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