KION GROUP AG (KGX.DE) Fundamental Analysis & Valuation

FRA:KGX • DE000KGX8881

Current stock price

45.84 EUR
-2.18 (-4.54%)
Last:

This KGX.DE fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

3

1. KGX.DE Profitability Analysis

1.1 Basic Checks

  • In the past year KGX was profitable.
  • KGX had a positive operating cash flow in the past year.
  • KGX had positive earnings in each of the past 5 years.
  • Of the past 5 years KGX 4 years had a positive operating cash flow.
KGX.DE Yearly Net Income VS EBIT VS OCF VS FCFKGX.DE Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M 1B

1.2 Ratios

  • KGX's Return On Assets of 1.26% is on the low side compared to the rest of the industry. KGX is outperformed by 63.30% of its industry peers.
  • KGX has a Return On Equity of 3.77%. This is comparable to the rest of the industry: KGX outperforms 40.37% of its industry peers.
  • KGX has a Return On Invested Capital of 2.43%. This is in the lower half of the industry: KGX underperforms 71.56% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for KGX is significantly below the industry average of 8.83%.
Industry RankSector Rank
ROA 1.26%
ROE 3.77%
ROIC 2.43%
ROA(3y)1.64%
ROA(5y)1.82%
ROE(3y)4.97%
ROE(5y)5.52%
ROIC(3y)3.29%
ROIC(5y)3.12%
KGX.DE Yearly ROA, ROE, ROICKGX.DE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10

1.3 Margins

  • KGX's Profit Margin of 2.04% is in line compared to the rest of the industry. KGX outperforms 40.37% of its industry peers.
  • KGX's Profit Margin has declined in the last couple of years.
  • Looking at the Operating Margin, with a value of 4.34%, KGX is in line with its industry, outperforming 42.20% of the companies in the same industry.
  • In the last couple of years the Operating Margin of KGX has declined.
  • Looking at the Gross Margin, with a value of 26.11%, KGX is doing worse than 77.06% of the companies in the same industry.
  • In the last couple of years the Gross Margin of KGX has remained more or less at the same level.
Industry RankSector Rank
OM 4.34%
PM (TTM) 2.04%
GM 26.11%
OM growth 3Y44.69%
OM growth 5Y-2.43%
PM growth 3Y32.28%
PM growth 5Y-4.63%
GM growth 3Y11.04%
GM growth 5Y1.27%
KGX.DE Yearly Profit, Operating, Gross MarginsKGX.DE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15 20 25

1

2. KGX.DE Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), KGX is destroying value.
  • KGX has about the same amout of shares outstanding than it did 1 year ago.
  • The number of shares outstanding for KGX remains at a similar level compared to 5 years ago.
  • KGX has a better debt/assets ratio than last year.
KGX.DE Yearly Shares OutstandingKGX.DE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M 100M
KGX.DE Yearly Total Debt VS Total AssetsKGX.DE Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B

2.2 Solvency

  • KGX has an Altman-Z score of 1.19. This is a bad value and indicates that KGX is not financially healthy and even has some risk of bankruptcy.
  • KGX's Altman-Z score of 1.19 is on the low side compared to the rest of the industry. KGX is outperformed by 70.64% of its industry peers.
  • KGX has a debt to FCF ratio of 9.10. This is a negative value and a sign of low solvency as KGX would need 9.10 years to pay back of all of its debts.
  • KGX's Debt to FCF ratio of 9.10 is on the low side compared to the rest of the industry. KGX is outperformed by 62.39% of its industry peers.
  • KGX has a Debt/Equity ratio of 0.81. This is a neutral value indicating KGX is somewhat dependend on debt financing.
  • KGX has a worse Debt to Equity ratio (0.81) than 69.72% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.81
Debt/FCF 9.1
Altman-Z 1.19
ROIC/WACC0.4
WACC6.13%
KGX.DE Yearly LT Debt VS Equity VS FCFKGX.DE Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B 4B 6B

2.3 Liquidity

  • A Current Ratio of 0.99 indicates that KGX may have some problems paying its short term obligations.
  • KGX has a Current ratio of 0.99. This is amonst the worse of the industry: KGX underperforms 84.40% of its industry peers.
  • KGX has a Quick Ratio of 0.99. This is a bad value and indicates that KGX is not financially healthy enough and could expect problems in meeting its short term obligations.
  • KGX has a worse Quick ratio (0.68) than 77.98% of its industry peers.
Industry RankSector Rank
Current Ratio 0.99
Quick Ratio 0.68
KGX.DE Yearly Current Assets VS Current LiabilitesKGX.DE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B 5B

4

3. KGX.DE Growth Analysis

3.1 Past

  • KGX shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -14.21%.
  • KGX shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 1.31% yearly.
  • KGX shows a decrease in Revenue. In the last year, the revenue decreased by -1.79%.
  • KGX shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 6.25% yearly.
EPS 1Y (TTM)-14.21%
EPS 3Y25.02%
EPS 5Y1.31%
EPS Q2Q%-88.85%
Revenue 1Y (TTM)-1.79%
Revenue growth 3Y0.48%
Revenue growth 5Y6.25%
Sales Q2Q%0.95%

3.2 Future

  • KGX is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 18.18% yearly.
  • Based on estimates for the next years, KGX will show a small growth in Revenue. The Revenue will grow by 6.18% on average per year.
EPS Next Y25.08%
EPS Next 2Y24.16%
EPS Next 3Y19.84%
EPS Next 5Y18.18%
Revenue Next Year5.58%
Revenue Next 2Y5.97%
Revenue Next 3Y5.41%
Revenue Next 5Y6.18%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
KGX.DE Yearly Revenue VS EstimatesKGX.DE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 5B 10B 15B
KGX.DE Yearly EPS VS EstimatesKGX.DE Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2 4 6

7

4. KGX.DE Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 13.98 indicates a correct valuation of KGX.
  • 81.65% of the companies in the same industry are more expensive than KGX, based on the Price/Earnings ratio.
  • The average S&P500 Price/Earnings ratio is at 25.70. KGX is valued slightly cheaper when compared to this.
  • Based on the Price/Forward Earnings ratio of 11.18, the valuation of KGX can be described as reasonable.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of KGX indicates a somewhat cheap valuation: KGX is cheaper than 75.23% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 23.84, KGX is valued rather cheaply.
Industry RankSector Rank
PE 13.98
Fwd PE 11.18
KGX.DE Price Earnings VS Forward Price EarningsKGX.DE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • 68.81% of the companies in the same industry are more expensive than KGX, based on the Enterprise Value to EBITDA ratio.
  • 80.73% of the companies in the same industry are more expensive than KGX, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 8.17
EV/EBITDA 7.3
KGX.DE Per share dataKGX.DE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60 80

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • A more expensive valuation may be justified as KGX's earnings are expected to grow with 19.84% in the coming years.
PEG (NY)0.56
PEG (5Y)10.63
EPS Next 2Y24.16%
EPS Next 3Y19.84%

4

5. KGX.DE Dividend Analysis

5.1 Amount

  • KGX has a Yearly Dividend Yield of 1.57%. Purely for dividend investing, there may be better candidates out there.
  • The stock price of KGX dropped by -29.26% in the last 3 months. With lower prices the dividend yield is higher, but it may be a sign investors do not trust the long term dividend.
  • Compared to an average industry Dividend Yield of 1.46, KGX has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.89, KGX has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.57%

5.2 History

  • The dividend of KGX is nicely growing with an annual growth rate of 85.23%!
Dividend Growth(5Y)85.23%
Div Incr Years1
Div Non Decr Years2
KGX.DE Yearly Dividends per shareKGX.DE Yearly Dividends per shareYearly Dividends per share 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1

5.3 Sustainability

  • KGX pays out 46.72% of its income as dividend. This is a bit on the high side, but may be sustainable.
  • The dividend of KGX is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP46.72%
EPS Next 2Y24.16%
EPS Next 3Y19.84%
KGX.DE Yearly Income VS Free CF VS DividendKGX.DE Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M
KGX.DE Dividend Payout.KGX.DE Dividend Payout, showing the Payout Ratio.KGX.DE Dividend Payout.PayoutRetained Earnings

KGX.DE Fundamentals: All Metrics, Ratios and Statistics

KION GROUP AG

FRA:KGX (3/13/2026, 7:00:00 PM)

45.84

-2.18 (-4.54%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryMachinery
Earnings (Last)02-26
Earnings (Next)04-30
Inst Owners39.91%
Inst Owner ChangeN/A
Ins OwnersN/A
Ins Owner ChangeN/A
Market Cap6.01B
Revenue(TTM)11.30B
Net Income(TTM)230.10M
Analysts77.5
Price Target65.15 (42.12%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.57%
Yearly Dividend0.82
Dividend Growth(5Y)85.23%
DP46.72%
Div Incr Years1
Div Non Decr Years2
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-38.14%
Min EPS beat(2)-75.45%
Max EPS beat(2)-0.84%
EPS beat(4)2
Avg EPS beat(4)8.82%
Min EPS beat(4)-75.45%
Max EPS beat(4)83.74%
EPS beat(8)5
Avg EPS beat(8)7.83%
EPS beat(12)7
Avg EPS beat(12)14.57%
EPS beat(16)11
Avg EPS beat(16)19.03%
Revenue beat(2)2
Avg Revenue beat(2)0.51%
Min Revenue beat(2)0.3%
Max Revenue beat(2)0.72%
Revenue beat(4)3
Avg Revenue beat(4)0.07%
Min Revenue beat(4)-2.17%
Max Revenue beat(4)1.42%
Revenue beat(8)3
Avg Revenue beat(8)-0.37%
Revenue beat(12)6
Avg Revenue beat(12)-0.11%
Revenue beat(16)10
Avg Revenue beat(16)0.66%
PT rev (1m)0%
PT rev (3m)0.3%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)-7.14%
EPS NY rev (3m)-8.02%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)-0.23%
Revenue NY rev (3m)0.18%
Valuation
Industry RankSector Rank
PE 13.98
Fwd PE 11.18
P/S 0.53
P/FCF 8.17
P/OCF 5.31
P/B 0.99
P/tB 9.63
EV/EBITDA 7.3
EPS(TTM)3.28
EY7.16%
EPS(NY)4.1
Fwd EY8.94%
FCF(TTM)5.61
FCFY12.24%
OCF(TTM)8.63
OCFY18.82%
SpS86.11
BVpS46.48
TBVpS4.76
PEG (NY)0.56
PEG (5Y)10.63
Graham Number58.57
Profitability
Industry RankSector Rank
ROA 1.26%
ROE 3.77%
ROCE 3.72%
ROIC 2.43%
ROICexc 2.54%
ROICexgc 4.48%
OM 4.34%
PM (TTM) 2.04%
GM 26.11%
FCFM 6.52%
ROA(3y)1.64%
ROA(5y)1.82%
ROE(3y)4.97%
ROE(5y)5.52%
ROIC(3y)3.29%
ROIC(5y)3.12%
ROICexc(3y)3.45%
ROICexc(5y)3.27%
ROICexgc(3y)6.37%
ROICexgc(5y)6.49%
ROCE(3y)5.04%
ROCE(5y)4.78%
ROICexgc growth 3Y33.05%
ROICexgc growth 5Y-6.38%
ROICexc growth 3Y39.94%
ROICexc growth 5Y-1.35%
OM growth 3Y44.69%
OM growth 5Y-2.43%
PM growth 3Y32.28%
PM growth 5Y-4.63%
GM growth 3Y11.04%
GM growth 5Y1.27%
F-Score5
Asset Turnover0.62
Health
Industry RankSector Rank
Debt/Equity 0.81
Debt/FCF 9.1
Debt/EBITDA 2.93
Cap/Depr 32.98%
Cap/Sales 3.5%
Interest Coverage 1.6
Cash Conversion 66.98%
Profit Quality 319.9%
Current Ratio 0.99
Quick Ratio 0.68
Altman-Z 1.19
F-Score5
WACC6.13%
ROIC/WACC0.4
Cap/Depr(3y)38.56%
Cap/Depr(5y)37.63%
Cap/Sales(3y)3.8%
Cap/Sales(5y)3.62%
Profit Quality(3y)249.11%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-14.21%
EPS 3Y25.02%
EPS 5Y1.31%
EPS Q2Q%-88.85%
EPS Next Y25.08%
EPS Next 2Y24.16%
EPS Next 3Y19.84%
EPS Next 5Y18.18%
Revenue 1Y (TTM)-1.79%
Revenue growth 3Y0.48%
Revenue growth 5Y6.25%
Sales Q2Q%0.95%
Revenue Next Year5.58%
Revenue Next 2Y5.97%
Revenue Next 3Y5.41%
Revenue Next 5Y6.18%
EBIT growth 1Y-35.71%
EBIT growth 3Y45.38%
EBIT growth 5Y3.67%
EBIT Next Year207.67%
EBIT Next 3Y51.7%
EBIT Next 5Y24.83%
FCF growth 1Y4.01%
FCF growth 3YN/A
FCF growth 5Y24.77%
OCF growth 1Y-3.31%
OCF growth 3YN/A
OCF growth 5Y16.51%

KION GROUP AG / KGX.DE Fundamental Analysis FAQ

What is the fundamental rating for KGX stock?

ChartMill assigns a fundamental rating of 3 / 10 to KGX.DE.


What is the valuation status of KION GROUP AG (KGX.DE) stock?

ChartMill assigns a valuation rating of 7 / 10 to KION GROUP AG (KGX.DE). This can be considered as Undervalued.


How profitable is KION GROUP AG (KGX.DE) stock?

KION GROUP AG (KGX.DE) has a profitability rating of 3 / 10.


What is the expected EPS growth for KION GROUP AG (KGX.DE) stock?

The Earnings per Share (EPS) of KION GROUP AG (KGX.DE) is expected to grow by 25.08% in the next year.


How sustainable is the dividend of KION GROUP AG (KGX.DE) stock?

The dividend rating of KION GROUP AG (KGX.DE) is 4 / 10 and the dividend payout ratio is 46.72%.