Siemens Healthineers: More Upside Is Possible

2025-07-25 16:31:45 ET

Today, we're going to look at one of my primary medtech investments - Siemens Healthineers AG ( SEMHF ) (FWB:SHL). I've been investing in the company for some time, but in relatively small amounts. In 2025, the company has moved between investability and being slightly too expensive to invest in. However, at its heart, Siemens Healthineers is probably one of the safest companies in this entire sector. Very few companies manage the upside and the fundamentals we're seeing here, given that they piggyback on the parent company's – Siemens ( SIEGY ) – rating, which puts them above an A-rating. Combine this with what I consider to be a somewhat decent yield and exposure to very attractive markets, and we have a company that could return, even at just 5-year averages, over 20% per year if invested in at the right time....

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