Heavy Project Exposure And Cost Pressures Will Limit Benefits Of Higher Value Added Shift

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

07 Jan 26

Updated

10 Jul 26

Views

Not Invested

Shared on 10 Jul 26

Fair value Increased 79%

KCO: Elevated Delisting Offer Will Likely Limit Future Share Upside

Worthington Steel now controls most of Klöckner & Co and plans to buy the remaining shares and take the company off the stock market, which could leave the shares harder to trade and cap any further gains. Analysts also lift their view as demand and pricing trends improve in Europe and the U.S., but the expected cash offer becomes the key thing to watch.

0 views

Fair Value vs Share Price

€11

vs €12.3612.4% overvalued

Revenue growth

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Klöckner & Co

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Undervalued with moderate growth potential.

Market cap€1.2b

PB0.9x

Estimated Growth4.2%

Dividend Yield1.6%

Full analysis

CEO & management

Guido Kerkhoff

CEO

7.0yrs

CEO Tenure

Engages in the distribution of steel and metal products in Germany, Switzerland, France, the United States, and internationally.