| Valuation method | Value, € | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 31.77 | 41 |
| Intrinsic value (DCF) | 13.62 | -39 |
| Graham-Dodd Method | 4.82 | -79 |
| Graham Formula | 1.75 | -92 |
Dürr AG is a leading global mechanical and plant engineering company headquartered in Bietigheim-Bissingen, Germany. Founded in 1895, the company specializes in providing advanced manufacturing solutions, particularly for the automotive industry, through its Paint and Final Assembly Systems segment. Dürr also serves diverse industries with its Application Technology, Clean Technology Systems, Measuring and Process Systems, and Woodworking Machinery and Systems segments. The company’s innovative technologies include automated paint application systems, exhaust-air purification, battery electrode coating, and digital solutions like the DXQ software suite for smart manufacturing. With a strong presence in industrial machinery, Dürr plays a critical role in enhancing efficiency and sustainability in production processes worldwide. Its expertise in automation, environmental technology, and digitalization positions it as a key player in the Industrials sector, catering to high-growth markets such as electric vehicle manufacturing and sustainable industrial solutions.
Dürr AG presents a compelling investment case due to its strong positioning in industrial automation and sustainable manufacturing solutions, particularly in the automotive sector. The company’s diversified revenue streams across multiple industrial segments mitigate sector-specific risks. However, its high beta (1.453) indicates sensitivity to market volatility, and its debt-to-equity ratio warrants caution. Positive aspects include steady revenue (€4.29B in the latest period), a healthy operating cash flow (€384M), and a dividend yield (~1.5% based on a €0.70 dividend per share). Investors should weigh its growth potential in electric vehicle infrastructure against cyclical exposure to automotive capex and global supply chain risks.
Dürr AG holds a competitive edge in industrial machinery through its specialization in high-precision manufacturing systems, particularly for automotive paint shops and assembly lines. Its DXQ software suite enhances digital integration, giving it an advantage in Industry 4.0 adoption. The company’s Clean Technology Systems segment aligns with global sustainability trends, particularly in emissions control and battery production—key areas for EV growth. However, Dürr faces stiff competition from larger industrial conglomerates with broader portfolios and stronger balance sheets. Its focus on niche automation markets allows for higher margins but limits scalability compared to diversified peers. The company’s German engineering reputation ensures premium positioning, though cost pressures from Asian competitors remain a challenge. Strategic partnerships, such as those in battery coating technology, reinforce its innovation pipeline, but reliance on automotive capex cycles introduces cyclical risks.