SIEGY - With Attractive Exposure To Multiple Secular Growth Markets Siemens' Undervaluation Is Unusual
- Siemens remains an undervalued play on some of the largest, long-term secular growth opportunities, including industrial automation, electrification, building automation, and infrastructure modernization.
- While having broad-based exposure, Siemens' portfolio does have some gaps, including robotics, areas of industrial software, low-voltage electrification, and building automation.
- Siemens' broad leverage to multiple growth drivers should drive above-GDP revenue growth for the next decade, while cost-cutting and a rebalanced portfolio should drive higher margins.
- Siemens shares look undervalued below $100.
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With Attractive Exposure To Multiple Secular Growth Markets, Siemens' Undervaluation Is Unusual