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Ströer SE KGaA Community
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Ströer SE KGaA
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Ströer SE KGaA
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
High Leverage Will Test Ad Revenue Yet Digital Promise Endures
Key Takeaways Shifting advertising trends and regulatory scrutiny threaten Ströer's growth prospects, while domestic economic volatility adds uncertainty to its earnings and revenue profile. Ongoing capital needs, rising leverage, and challenges scaling digital platforms may restrict future investment and limit margin or top-line expansion.
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€47.10
FV
10.2% undervalued
intrinsic discount
5.86%
Revenue growth p.a.
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4 days ago
author updated this narrative
Ströer SE KGaA
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Urban Growth And Digitization Will Fuel Outdoor Advertising Advantage
Key Takeaways Accelerating shift to digital out-of-home and proprietary tech platforms could amplify revenue, margins, and cash flow well above prevailing market expectations. Statista's emerging AI integrations and Ströer's locked-in urban assets are set to drive exponential data-driven growth and recurring, higher-quality revenues.
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€93.16
FV
54.6% undervalued
intrinsic discount
9.50%
Revenue growth p.a.
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5 days ago
author updated this narrative
Ströer SE KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Out-Of-Home Expansion And Programmatic Adoption Will Drive Opportunity
Key Takeaways Leadership in digital out-of-home advertising and integration with data platforms positions Ströer for higher revenue growth and margin expansion as market shifts accelerate. Programmatic buying adoption and evolving business models enhance customer retention, scalability, and pricing power, further strengthening recurring revenue streams and competitive edge.
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€68.53
FV
38.3% undervalued
intrinsic discount
6.69%
Revenue growth p.a.
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6 days ago
author updated this narrative
Your Valuation for
SAX
SAX
Ströer SE KGaA
Your Fair Value
€
Current Price
€42.30
4.0% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
3b
2015
2018
2021
2024
2025
2027
2030
Revenue €2.8b
Earnings €184.6m
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