- Siemens most recently set its power generation business loose, leaving a stronger core focused on industrial automation, electrification/controls, mobility, and healthcare.
- While Siemens has top-notch discrete automation and industrial software assets, there are areas for improvement, including process automation, electrification, controls, and the healthcare business.
- If Siemens can grow in line with its automation and electrification peers, the shares look undervalued in a still-richly-priced industrial sector.
For further details see:
A Slimmed-Down Siemens Looks Oddly Undervalued