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Consensus Narrative from 22 Analysts
Transitioning To SaaS And Leveraging Industrial AI Will Unlock Future Opportunities In Automation And Infrastructure
Key Takeaways Leadership in industrial AI and strategic acquisitions will enhance productivity and innovation, potentially boosting revenue growth and future earnings. The shift to Software-as-a-Service and large infrastructure contracts are expected to improve recurring revenue, margins, and free cash flow.
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€239.52
FV
22.6% undervalued
intrinsic discount
6.58%
Revenue growth p.a.
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Current Price
€185.30
5.1% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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104b
2015
2018
2021
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Revenue €103.5b
Earnings €10.1b
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