STROEER SE & CO KGAA (SAX.DE) Fundamental Analysis & Valuation

FRA:SAX • DE0007493991

Current stock price

37 EUR
+0.44 (+1.2%)
Last:

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

7

1. SAX.DE Profitability Analysis

1.1 Basic Checks

  • In the past year SAX was profitable.
  • In the past year SAX had a positive cash flow from operations.
  • In the past 5 years SAX has always been profitable.
  • SAX had a positive operating cash flow in each of the past 5 years.
SAX.DE Yearly Net Income VS EBIT VS OCF VS FCFSAX.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 100M 200M 300M 400M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 4.49%, SAX is in the better half of the industry, outperforming 72.73% of the companies in the same industry.
  • With an excellent Return On Equity value of 26.38%, SAX belongs to the best of the industry, outperforming 90.91% of the companies in the same industry.
  • SAX has a Return On Invested Capital of 8.61%. This is in the better half of the industry: SAX outperforms 78.79% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for SAX is in line with the industry average of 7.74%.
Industry RankSector Rank
ROA 4.49%
ROE 26.38%
ROIC 8.61%
ROA(3y)4.13%
ROA(5y)4.42%
ROE(3y)25.25%
ROE(5y)26.47%
ROIC(3y)8.72%
ROIC(5y)8.18%
SAX.DE Yearly ROA, ROE, ROICSAX.DE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20 30

1.3 Margins

  • With a decent Profit Margin value of 6.06%, SAX is doing good in the industry, outperforming 69.70% of the companies in the same industry.
  • In the last couple of years the Profit Margin of SAX has grown nicely.
  • Looking at the Operating Margin, with a value of 12.41%, SAX is in the better half of the industry, outperforming 78.79% of the companies in the same industry.
  • SAX's Operating Margin has improved in the last couple of years.
  • SAX's Gross Margin of 42.80% is in line compared to the rest of the industry. SAX outperforms 42.42% of its industry peers.
  • In the last couple of years the Gross Margin of SAX has grown nicely.
Industry RankSector Rank
OM 12.41%
PM (TTM) 6.06%
GM 42.8%
OM growth 3Y-2.48%
OM growth 5Y13.46%
PM growth 3Y-9.17%
PM growth 5Y19.79%
GM growth 3Y0.08%
GM growth 5Y4.11%
SAX.DE Yearly Profit, Operating, Gross MarginsSAX.DE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20 30 40

2

2. SAX.DE Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), SAX is creating some value.
  • SAX has about the same amout of shares outstanding than it did 1 year ago.
  • SAX has less shares outstanding than it did 5 years ago.
  • The debt/assets ratio for SAX is higher compared to a year ago.
SAX.DE Yearly Shares OutstandingSAX.DE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10M 20M 30M 40M 50M
SAX.DE Yearly Total Debt VS Total AssetsSAX.DE Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B 2.5B

2.2 Solvency

  • SAX has an Altman-Z score of 1.27. This is a bad value and indicates that SAX is not financially healthy and even has some risk of bankruptcy.
  • SAX has a Altman-Z score (1.27) which is comparable to the rest of the industry.
  • The Debt to FCF ratio of SAX is 5.56, which is a neutral value as it means it would take SAX, 5.56 years of fcf income to pay off all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 5.56, SAX is in line with its industry, outperforming 53.03% of the companies in the same industry.
  • A Debt/Equity ratio of 3.13 is on the high side and indicates that SAX has dependencies on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 3.13, SAX is doing worse than 80.30% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 3.13
Debt/FCF 5.56
Altman-Z 1.27
ROIC/WACC1.64
WACC5.24%
SAX.DE Yearly LT Debt VS Equity VS FCFSAX.DE Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B

2.3 Liquidity

  • A Current Ratio of 0.60 indicates that SAX may have some problems paying its short term obligations.
  • SAX has a worse Current ratio (0.60) than 78.79% of its industry peers.
  • SAX has a Quick Ratio of 0.60. This is a bad value and indicates that SAX is not financially healthy enough and could expect problems in meeting its short term obligations.
  • SAX's Quick ratio of 0.54 is on the low side compared to the rest of the industry. SAX is outperformed by 80.30% of its industry peers.
Industry RankSector Rank
Current Ratio 0.6
Quick Ratio 0.54
SAX.DE Yearly Current Assets VS Current LiabilitesSAX.DE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M

4

3. SAX.DE Growth Analysis

3.1 Past

  • SAX shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 29.28%, which is quite impressive.
  • Measured over the past years, SAX shows a decrease in Earnings Per Share. The EPS has been decreasing by -5.06% on average per year.
  • Looking at the last year, SAX shows a small growth in Revenue. The Revenue has grown by 1.38% in the last year.
  • Measured over the past years, SAX shows a small growth in Revenue. The Revenue has been growing by 5.17% on average per year.
EPS 1Y (TTM)29.28%
EPS 3Y3.1%
EPS 5Y-5.06%
EPS Q2Q%3.37%
Revenue 1Y (TTM)1.38%
Revenue growth 3Y7.95%
Revenue growth 5Y5.17%
Sales Q2Q%2.97%

3.2 Future

  • SAX is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 7.89% yearly.
  • SAX is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.21% yearly.
EPS Next Y-1.63%
EPS Next 2Y2.94%
EPS Next 3Y7.64%
EPS Next 5Y7.89%
Revenue Next Year0.29%
Revenue Next 2Y2.51%
Revenue Next 3Y3.21%
Revenue Next 5Y5.21%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
SAX.DE Yearly Revenue VS EstimatesSAX.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 1B 2B 3B
SAX.DE Yearly EPS VS EstimatesSAX.DE Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 1 2 3

5

4. SAX.DE Valuation Analysis

4.1 Price/Earnings Ratio

  • SAX is valuated correctly with a Price/Earnings ratio of 12.89.
  • The rest of the industry has a similar Price/Earnings ratio as SAX.
  • SAX's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.33.
  • A Price/Forward Earnings ratio of 12.17 indicates a correct valuation of SAX.
  • Based on the Price/Forward Earnings ratio, SAX is valued a bit cheaper than the industry average as 60.61% of the companies are valued more expensively.
  • When comparing the Price/Forward Earnings ratio of SAX to the average of the S&P500 Index (38.16), we can say SAX is valued rather cheaply.
Industry RankSector Rank
PE 12.89
Fwd PE 12.17
SAX.DE Price Earnings VS Forward Price EarningsSAX.DE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SAX is on the same level as its industry peers.
  • Based on the Price/Free Cash Flow ratio, SAX is valued a bit cheaper than 75.76% of the companies in the same industry.
Industry RankSector Rank
P/FCF 6.53
EV/EBITDA 6.26
SAX.DE Per share dataSAX.DE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 -10 20 30

4.3 Compensation for Growth

  • SAX has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y2.94%
EPS Next 3Y7.64%

7

5. SAX.DE Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 5.61%, SAX is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 3.40, SAX pays a better dividend. On top of this SAX pays more dividend than 81.82% of the companies listed in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.82, SAX pays a better dividend.
Industry RankSector Rank
Dividend Yield 5.61%

5.2 History

  • The dividend of SAX has a limited annual growth rate of 2.93%.
Dividend Growth(5Y)2.93%
Div Incr Years0
Div Non Decr Years0
SAX.DE Yearly Dividends per shareSAX.DE Yearly Dividends per shareYearly Dividends per share 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3

5.3 Sustainability

  • 112.62% of the earnings are spent on dividend by SAX. This is not a sustainable payout ratio.
  • SAX's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP112.62%
EPS Next 2Y2.94%
EPS Next 3Y7.64%
SAX.DE Yearly Income VS Free CF VS DividendSAX.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 100M 200M 300M
SAX.DE Dividend Payout.SAX.DE Dividend Payout, showing the Payout Ratio.SAX.DE Dividend Payout.PayoutRetained Earnings

SAX.DE Fundamentals: All Metrics, Ratios and Statistics

STROEER SE & CO KGAA

FRA:SAX (4/15/2026, 5:29:39 PM)

37

+0.44 (+1.2%)

Chartmill FA Rating
GICS IndustryGroupMedia & Entertainment
GICS IndustryMedia
Earnings (Last)03-05
Earnings (Next)05-12
Inst Owners35.82%
Inst Owner ChangeN/A
Ins Owners44.01%
Ins Owner ChangeN/A
Market Cap2.07B
Revenue(TTM)2.08B
Net Income(TTM)125.70M
Analysts78.75
Price Target51.55 (39.32%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 5.61%
Yearly Dividend2.53
Dividend Growth(5Y)2.93%
DP112.62%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)0
Avg Revenue beat(2)-3.43%
Min Revenue beat(2)-4.28%
Max Revenue beat(2)-2.59%
Revenue beat(4)0
Avg Revenue beat(4)-2.83%
Min Revenue beat(4)-4.28%
Max Revenue beat(4)-0.65%
Revenue beat(8)0
Avg Revenue beat(8)-2.75%
Revenue beat(12)3
Avg Revenue beat(12)-1.68%
Revenue beat(16)4
Avg Revenue beat(16)4.14%
PT rev (1m)-11.59%
PT rev (3m)-13.49%
EPS NQ rev (1m)-24%
EPS NQ rev (3m)N/A
EPS NY rev (1m)-11.07%
EPS NY rev (3m)-12.35%
Revenue NQ rev (1m)0.3%
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)-1.22%
Revenue NY rev (3m)-1.26%
Valuation
Industry RankSector Rank
PE 12.89
Fwd PE 12.17
P/S 1
P/FCF 6.53
P/OCF 5.03
P/B 4.34
P/tB N/A
EV/EBITDA 6.26
EPS(TTM)2.87
EY7.76%
EPS(NY)3.04
Fwd EY8.22%
FCF(TTM)5.66
FCFY15.3%
OCF(TTM)7.36
OCFY19.89%
SpS37.15
BVpS8.53
TBVpS-12.24
PEG (NY)N/A
PEG (5Y)N/A
Graham Number23.474 (-36.56%)
Profitability
Industry RankSector Rank
ROA 4.49%
ROE 26.38%
ROCE 12.32%
ROIC 8.61%
ROICexc 8.99%
ROICexgc 21.38%
OM 12.41%
PM (TTM) 6.06%
GM 42.8%
FCFM 15.24%
ROA(3y)4.13%
ROA(5y)4.42%
ROE(3y)25.25%
ROE(5y)26.47%
ROIC(3y)8.72%
ROIC(5y)8.18%
ROICexc(3y)9.1%
ROICexc(5y)8.54%
ROICexgc(3y)21.5%
ROICexgc(5y)20.15%
ROCE(3y)12.67%
ROCE(5y)11.84%
ROICexgc growth 3Y4.41%
ROICexgc growth 5Y15.88%
ROICexc growth 3Y1.85%
ROICexc growth 5Y18.78%
OM growth 3Y-2.48%
OM growth 5Y13.46%
PM growth 3Y-9.17%
PM growth 5Y19.79%
GM growth 3Y0.08%
GM growth 5Y4.11%
F-Score5
Asset Turnover0.74
Health
Industry RankSector Rank
Debt/Equity 3.13
Debt/FCF 5.56
Debt/EBITDA 2.52
Cap/Depr 28.42%
Cap/Sales 4.57%
Interest Coverage 3.82
Cash Conversion 69.54%
Profit Quality 251.59%
Current Ratio 0.6
Quick Ratio 0.54
Altman-Z 1.27
F-Score5
WACC5.24%
ROIC/WACC1.64
Cap/Depr(3y)32.98%
Cap/Depr(5y)37.44%
Cap/Sales(3y)5.36%
Cap/Sales(5y)6.37%
Profit Quality(3y)272.32%
Profit Quality(5y)250.3%
High Growth Momentum
Growth
EPS 1Y (TTM)29.28%
EPS 3Y3.1%
EPS 5Y-5.06%
EPS Q2Q%3.37%
EPS Next Y-1.63%
EPS Next 2Y2.94%
EPS Next 3Y7.64%
EPS Next 5Y7.89%
Revenue 1Y (TTM)1.38%
Revenue growth 3Y7.95%
Revenue growth 5Y5.17%
Sales Q2Q%2.97%
Revenue Next Year0.29%
Revenue Next 2Y2.51%
Revenue Next 3Y3.21%
Revenue Next 5Y5.21%
EBIT growth 1Y-6.66%
EBIT growth 3Y2.79%
EBIT growth 5Y22.02%
EBIT Next Year109.36%
EBIT Next 3Y33.33%
EBIT Next 5YN/A
FCF growth 1Y-11.9%
FCF growth 3Y8.55%
FCF growth 5Y1.99%
OCF growth 1Y-9.55%
OCF growth 3Y0.02%
OCF growth 5Y1.39%

STROEER SE & CO KGAA / SAX.DE Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for STROEER SE & CO KGAA?

ChartMill assigns a fundamental rating of 5 / 10 to SAX.DE.


Can you provide the valuation status for STROEER SE & CO KGAA?

ChartMill assigns a valuation rating of 5 / 10 to STROEER SE & CO KGAA (SAX.DE). This can be considered as Fairly Valued.


What is the profitability of SAX stock?

STROEER SE & CO KGAA (SAX.DE) has a profitability rating of 7 / 10.


What is the valuation of STROEER SE & CO KGAA based on its PE and PB ratios?

The Price/Earnings (PE) ratio for STROEER SE & CO KGAA (SAX.DE) is 12.89 and the Price/Book (PB) ratio is 4.34.


Can you provide the financial health for SAX stock?

The financial health rating of STROEER SE & CO KGAA (SAX.DE) is 2 / 10.