KION GROUP AG (KGX.DE) Fundamental Analysis & Valuation

FRA:KGX • DE000KGX8881

Current stock price

41.74 EUR
-4.14 (-9.02%)
Last:

This KGX.DE fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

3

1. KGX.DE Profitability Analysis

1.1 Basic Checks

  • In the past year KGX was profitable.
  • In the past year KGX had a positive cash flow from operations.
  • KGX had positive earnings in each of the past 5 years.
  • KGX had a positive operating cash flow in 4 of the past 5 years.
KGX.DE Yearly Net Income VS EBIT VS OCF VS FCFKGX.DE Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M 1B

1.2 Ratios

  • KGX has a Return On Assets of 1.26%. This is in the lower half of the industry: KGX underperforms 61.68% of its industry peers.
  • KGX's Return On Equity of 3.77% is in line compared to the rest of the industry. KGX outperforms 42.06% of its industry peers.
  • The Return On Invested Capital of KGX (2.43%) is worse than 70.09% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for KGX is significantly below the industry average of 8.62%.
Industry RankSector Rank
ROA 1.26%
ROE 3.77%
ROIC 2.43%
ROA(3y)1.64%
ROA(5y)1.82%
ROE(3y)4.97%
ROE(5y)5.52%
ROIC(3y)3.29%
ROIC(5y)3.12%
KGX.DE Yearly ROA, ROE, ROICKGX.DE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10

1.3 Margins

  • KGX has a Profit Margin (2.04%) which is comparable to the rest of the industry.
  • In the last couple of years the Profit Margin of KGX has declined.
  • The Operating Margin of KGX (4.34%) is comparable to the rest of the industry.
  • KGX's Operating Margin has declined in the last couple of years.
  • The Gross Margin of KGX (26.11%) is worse than 75.70% of its industry peers.
  • In the last couple of years the Gross Margin of KGX has remained more or less at the same level.
Industry RankSector Rank
OM 4.34%
PM (TTM) 2.04%
GM 26.11%
OM growth 3Y44.69%
OM growth 5Y-2.43%
PM growth 3Y32.28%
PM growth 5Y-4.63%
GM growth 3Y11.04%
GM growth 5Y1.27%
KGX.DE Yearly Profit, Operating, Gross MarginsKGX.DE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15 20 25

1

2. KGX.DE Health Analysis

2.1 Basic Checks

  • KGX has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • The number of shares outstanding for KGX remains at a similar level compared to 1 year ago.
  • KGX has about the same amout of shares outstanding than it did 5 years ago.
  • The debt/assets ratio for KGX has been reduced compared to a year ago.
KGX.DE Yearly Shares OutstandingKGX.DE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M 100M
KGX.DE Yearly Total Debt VS Total AssetsKGX.DE Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B

2.2 Solvency

  • KGX has an Altman-Z score of 1.15. This is a bad value and indicates that KGX is not financially healthy and even has some risk of bankruptcy.
  • KGX's Altman-Z score of 1.15 is on the low side compared to the rest of the industry. KGX is outperformed by 71.03% of its industry peers.
  • The Debt to FCF ratio of KGX is 9.10, which is on the high side as it means it would take KGX, 9.10 years of fcf income to pay off all of its debts.
  • KGX's Debt to FCF ratio of 9.10 is on the low side compared to the rest of the industry. KGX is outperformed by 61.68% of its industry peers.
  • A Debt/Equity ratio of 0.81 indicates that KGX is somewhat dependend on debt financing.
  • KGX has a Debt to Equity ratio of 0.81. This is in the lower half of the industry: KGX underperforms 69.16% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.81
Debt/FCF 9.1
Altman-Z 1.15
ROIC/WACC0.41
WACC5.87%
KGX.DE Yearly LT Debt VS Equity VS FCFKGX.DE Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B 4B 6B

2.3 Liquidity

  • KGX has a Current Ratio of 0.99. This is a bad value and indicates that KGX is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 0.99, KGX is doing worse than 85.05% of the companies in the same industry.
  • A Quick Ratio of 0.68 indicates that KGX may have some problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 0.68, KGX is doing worse than 78.50% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 0.99
Quick Ratio 0.68
KGX.DE Yearly Current Assets VS Current LiabilitesKGX.DE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B 5B

4

3. KGX.DE Growth Analysis

3.1 Past

  • The earnings per share for KGX have decreased strongly by -14.21% in the last year.
  • The Earnings Per Share has been growing slightly by 1.31% on average over the past years.
  • KGX shows a decrease in Revenue. In the last year, the revenue decreased by -1.79%.
  • KGX shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 6.25% yearly.
EPS 1Y (TTM)-14.21%
EPS 3Y25.02%
EPS 5Y1.31%
EPS Q2Q%-88.85%
Revenue 1Y (TTM)-1.79%
Revenue growth 3Y0.48%
Revenue growth 5Y6.25%
Sales Q2Q%0.95%

3.2 Future

  • KGX is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 18.18% yearly.
  • KGX is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.18% yearly.
EPS Next Y25.08%
EPS Next 2Y24.16%
EPS Next 3Y19.84%
EPS Next 5Y18.18%
Revenue Next Year5.58%
Revenue Next 2Y5.97%
Revenue Next 3Y5.41%
Revenue Next 5Y6.18%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
KGX.DE Yearly Revenue VS EstimatesKGX.DE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 5B 10B 15B
KGX.DE Yearly EPS VS EstimatesKGX.DE Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2 4 6

8

4. KGX.DE Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 12.73, the valuation of KGX can be described as correct.
  • Compared to the rest of the industry, the Price/Earnings ratio of KGX indicates a rather cheap valuation: KGX is cheaper than 84.11% of the companies listed in the same industry.
  • KGX's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 25.60.
  • The Price/Forward Earnings ratio is 10.18, which indicates a very decent valuation of KGX.
  • Based on the Price/Forward Earnings ratio, KGX is valued cheaply inside the industry as 83.18% of the companies are valued more expensively.
  • When comparing the Price/Forward Earnings ratio of KGX to the average of the S&P500 Index (22.84), we can say KGX is valued rather cheaply.
Industry RankSector Rank
PE 12.73
Fwd PE 10.18
KGX.DE Price Earnings VS Forward Price EarningsKGX.DE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, KGX is valued a bit cheaper than the industry average as 69.16% of the companies are valued more expensively.
  • KGX's Price/Free Cash Flow ratio is rather cheap when compared to the industry. KGX is cheaper than 82.24% of the companies in the same industry.
Industry RankSector Rank
P/FCF 7.44
EV/EBITDA 6.81
KGX.DE Per share dataKGX.DE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60 80

4.3 Compensation for Growth

  • KGX's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • A more expensive valuation may be justified as KGX's earnings are expected to grow with 19.84% in the coming years.
PEG (NY)0.51
PEG (5Y)9.68
EPS Next 2Y24.16%
EPS Next 3Y19.84%

4

5. KGX.DE Dividend Analysis

5.1 Amount

  • KGX has a Yearly Dividend Yield of 1.82%.
  • In the last 3 months the price of KGX has falen by -40.20%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
  • Compared to an average industry Dividend Yield of 1.60, KGX has a dividend in line with its industry peers.
  • KGX's Dividend Yield is comparable with the S&P500 average which is at 1.88.
Industry RankSector Rank
Dividend Yield 1.82%

5.2 History

  • On average, the dividend of KGX grows each year by 85.23%, which is quite nice.
Dividend Growth(5Y)85.23%
Div Incr Years1
Div Non Decr Years2
KGX.DE Yearly Dividends per shareKGX.DE Yearly Dividends per shareYearly Dividends per share 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1

5.3 Sustainability

  • KGX pays out 46.72% of its income as dividend. This is a bit on the high side, but may be sustainable.
  • The dividend of KGX is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP46.72%
EPS Next 2Y24.16%
EPS Next 3Y19.84%
KGX.DE Yearly Income VS Free CF VS DividendKGX.DE Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M
KGX.DE Dividend Payout.KGX.DE Dividend Payout, showing the Payout Ratio.KGX.DE Dividend Payout.PayoutRetained Earnings

KGX.DE Fundamentals: All Metrics, Ratios and Statistics

KION GROUP AG

FRA:KGX (4/2/2026, 7:00:00 PM)

41.74

-4.14 (-9.02%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryMachinery
Earnings (Last)02-26
Earnings (Next)04-30
Inst Owners39.91%
Inst Owner ChangeN/A
Ins OwnersN/A
Ins Owner ChangeN/A
Market Cap5.48B
Revenue(TTM)11.30B
Net Income(TTM)230.10M
Analysts77.5
Price Target66.25 (58.72%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.82%
Yearly Dividend0.82
Dividend Growth(5Y)85.23%
DP46.72%
Div Incr Years1
Div Non Decr Years2
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-38.14%
Min EPS beat(2)-75.45%
Max EPS beat(2)-0.84%
EPS beat(4)2
Avg EPS beat(4)8.82%
Min EPS beat(4)-75.45%
Max EPS beat(4)83.74%
EPS beat(8)5
Avg EPS beat(8)7.83%
EPS beat(12)7
Avg EPS beat(12)14.57%
EPS beat(16)11
Avg EPS beat(16)19.03%
Revenue beat(2)2
Avg Revenue beat(2)0.51%
Min Revenue beat(2)0.3%
Max Revenue beat(2)0.72%
Revenue beat(4)3
Avg Revenue beat(4)0.07%
Min Revenue beat(4)-2.17%
Max Revenue beat(4)1.42%
Revenue beat(8)3
Avg Revenue beat(8)-0.37%
Revenue beat(12)6
Avg Revenue beat(12)-0.11%
Revenue beat(16)10
Avg Revenue beat(16)0.66%
PT rev (1m)1.69%
PT rev (3m)0.97%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)-7.14%
EPS NY rev (3m)-8.91%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0.03%
Revenue NY rev (3m)-0.23%
Valuation
Industry RankSector Rank
PE 12.73
Fwd PE 10.18
P/S 0.48
P/FCF 7.44
P/OCF 4.84
P/B 0.9
P/tB 8.77
EV/EBITDA 6.81
EPS(TTM)3.28
EY7.86%
EPS(NY)4.1
Fwd EY9.82%
FCF(TTM)5.61
FCFY13.44%
OCF(TTM)8.63
OCFY20.67%
SpS86.11
BVpS46.48
TBVpS4.76
PEG (NY)0.51
PEG (5Y)9.68
Graham Number58.57
Profitability
Industry RankSector Rank
ROA 1.26%
ROE 3.77%
ROCE 3.72%
ROIC 2.43%
ROICexc 2.54%
ROICexgc 4.48%
OM 4.34%
PM (TTM) 2.04%
GM 26.11%
FCFM 6.52%
ROA(3y)1.64%
ROA(5y)1.82%
ROE(3y)4.97%
ROE(5y)5.52%
ROIC(3y)3.29%
ROIC(5y)3.12%
ROICexc(3y)3.45%
ROICexc(5y)3.27%
ROICexgc(3y)6.37%
ROICexgc(5y)6.49%
ROCE(3y)5.04%
ROCE(5y)4.78%
ROICexgc growth 3Y33.05%
ROICexgc growth 5Y-6.38%
ROICexc growth 3Y39.94%
ROICexc growth 5Y-1.35%
OM growth 3Y44.69%
OM growth 5Y-2.43%
PM growth 3Y32.28%
PM growth 5Y-4.63%
GM growth 3Y11.04%
GM growth 5Y1.27%
F-Score5
Asset Turnover0.62
Health
Industry RankSector Rank
Debt/Equity 0.81
Debt/FCF 9.1
Debt/EBITDA 2.93
Cap/Depr 32.98%
Cap/Sales 3.5%
Interest Coverage 1.6
Cash Conversion 66.98%
Profit Quality 319.9%
Current Ratio 0.99
Quick Ratio 0.68
Altman-Z 1.15
F-Score5
WACC5.87%
ROIC/WACC0.41
Cap/Depr(3y)38.56%
Cap/Depr(5y)37.63%
Cap/Sales(3y)3.8%
Cap/Sales(5y)3.62%
Profit Quality(3y)249.11%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-14.21%
EPS 3Y25.02%
EPS 5Y1.31%
EPS Q2Q%-88.85%
EPS Next Y25.08%
EPS Next 2Y24.16%
EPS Next 3Y19.84%
EPS Next 5Y18.18%
Revenue 1Y (TTM)-1.79%
Revenue growth 3Y0.48%
Revenue growth 5Y6.25%
Sales Q2Q%0.95%
Revenue Next Year5.58%
Revenue Next 2Y5.97%
Revenue Next 3Y5.41%
Revenue Next 5Y6.18%
EBIT growth 1Y-35.71%
EBIT growth 3Y45.38%
EBIT growth 5Y3.67%
EBIT Next Year207.67%
EBIT Next 3Y51.7%
EBIT Next 5Y24.83%
FCF growth 1Y4.01%
FCF growth 3YN/A
FCF growth 5Y24.77%
OCF growth 1Y-3.31%
OCF growth 3YN/A
OCF growth 5Y16.51%

KION GROUP AG / KGX.DE Fundamental Analysis FAQ

What is the fundamental rating for KGX stock?

ChartMill assigns a fundamental rating of 3 / 10 to KGX.DE.


What is the valuation status for KGX stock?

ChartMill assigns a valuation rating of 8 / 10 to KION GROUP AG (KGX.DE). This can be considered as Undervalued.


Can you provide the profitability details for KION GROUP AG?

KION GROUP AG (KGX.DE) has a profitability rating of 3 / 10.


What is the valuation of KION GROUP AG based on its PE and PB ratios?

The Price/Earnings (PE) ratio for KION GROUP AG (KGX.DE) is 12.73 and the Price/Book (PB) ratio is 0.9.


How financially healthy is KION GROUP AG?

The financial health rating of KION GROUP AG (KGX.DE) is 1 / 10.