Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AZ2.DE
STRONG BUYFLAGAndritz AG · Industrials · Austria · $8.9B · Avg Vol: $38K/d
Andritz AG is a high-quality industrial equipment provider that directly benefits from the nearshoring and localization of manufacturing hubs. However, its capital-intensive project model prevents a high-conviction buy.
COMPANY DESCRIPTION
Andritz AG is an international engineering group providing industrial plants, equipment, and services for hydropower, pulp and paper, metal, and separation technologies. The company's competitive moat is anchored in proprietary technical patents, a massive global installed base, and highly sticky aftermarket services that comprise nearly half of its revenues. Andritz is a leading global supplier in key decarbonization-related industrial niches.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 8.8B | 10.1B | 9.7B | 9.2B | 1.5% |
| EPS | 4.81 | 5.98 | 5.83 | 5.42 | 4.1% |
| Shares | 104M | 104M | 104M | 104M | 0.0% |
| Debt | 1.5B | 1.3B | 944M | 965M | -13.6% |
| Equity | 2.1B | 2.5B | 2.6B | 2.8B | 9.9% |
| Op CF | 826M | 436M | 739M | 758M | -2.8% |
| Inv CF | -221M | 310M | -241M | -629M | — |
| Fin CF | -350M | -477M | -875M | -372M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of AZ2.DE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AZ2.DE | Andritz AG(you) | $8.9B | 97 | STRONG BUY |
| SEM.VI | Semperit Aktiengesellschaft Holding | $358M | 93 | STRONG BUY |
| STR.VI | Strabag SE | $12.6B | 99 | STRONG BUY |
| FLU.VI | Flughafen Wien Aktiengesellschaft | $4.8B | 80 | STRONG BUY |
| POS.VI | PORR AG | $2.0B | 97 | STRONG BUY |
| DOC.VI | DO & CO Aktiengesellschaft | $2.8B | 87 | STRONG BUY |
| RHIM.L | RHI Magnesita N.V. | $1.9B | 88 | STRONG BUY |
| PAL.VI | Palfinger AG | $1.5B | 87 | STRONG BUY |
| FACC.VI | FACC AG | $904M | 92 | STRONG BUY |
| POST.VI | Österreichische Post AG | $2.5B | 66 | BUY |
Peer medians: ROE 14.7% · P/E 17.7x · Gross margin 30.4%