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Carl Zeiss Meditec AG (AFX) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Carl Zeiss Meditec AG

AFXMarket cap $3.07BPrice $35.1

Country🇩🇪Germany

SectorHealthcare

IndustryHealthcare Equipment

Makes precision optical systems for eye surgery and microsurgery, including the machines that reshape corneas during LASIK. Nearly every ophthalmologist worldwide has trained on or used their equipment at some point in their career.

In Bastion Portfolios?

52W Return-33%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+12%7

Revenue Forecast

Rev CAGR (1y)-6%1

Rev CAGR (3y)+2%2

Rev CAGR (5y)+4%3

Earnings Forecast

EPS Growth Y+1-23%2

EPS Growth Y+2+12%7

EPS Growth Y+3+35%9

Quality

Margins

EBIT Margin7%3

Net Income Margin6%4

Free Cash Flow Margin12%6

Debt

Net Debt/EBITDA2.34

Efficiency

ROE6%3

ROAna–

Earnings Stability55

GEAR+VERY WEAK8

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)223

P/E Ratio (Forward 3y)164

P/BV1.39

EV Multiples

EV/EBITDA Fwd116

EV/EBIT Fwd214

Yield

Free Cash Flow Yield10.0%9

Dividend Yield1.8%5

Momentum

Short term

1 month return-4%6

3 month return+9%8

YTD return-21%2

Mid term

Price vs 52wHigh66%3

1 year return-30%2

Long term

3 year return-60%1

5 year return-80%1

Risk Shield

Price Risk

Beta1.52

Volatility45%4

Free Cash Flow

Free Cash Flow Margin12%6

Free Cash Flow Yield10.0%9

Quality

ROCEna–

Earnings Stability55

Net Debt/EBITDA2.34

02Growth

Is it actually growing, and how fast?

AFXCarl Zeiss Meditec

Revenue FY25$2.6B

GROWTH RATING↗

WEAK19 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+12%7

Revenue, next 1Y-6%1

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-23%2

EPS growth, FY27E+12%7

EPS growth, FY28E+35%9

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 12%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

WATCH

Revenue grew 12%/yr over the last 3 years; forecasts see it cooling to 2%/yr.

Earnings are set to grow faster than sales (EPS about 12%/yr vs revenue 2%/yr), so margins should widen. One year dips: EPS falls 23% next year.

WEAKNESSES

Growth is the weak spot here, trailing 81% of companies worldwide.

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

AFXCarl Zeiss Meditec

Total return Current−0.3%

Price return Current−8.1%

MOMENTUM RATING↗

WEAK20 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return+9%8

YTD return-21%2

MID & LONG-TERM▾SCORE

% of 52-week high66%3

1-year return-30%2

3-year return-60%1

5-year return-80%1

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+9%).

WATCH

Returns sit at the market level over the past month (-4%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-60% over three years and -80% over five), behind 90% of the market.

It's down 30% over the past year, now 34% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-21%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Carl Zeiss. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

AFXCarl Zeiss Meditec

Revenue FY25$2.6B

GROWTH RATING↗

WEAK19 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+12%7

Revenue, next 1Y-6%1

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-23%2

EPS growth, FY27E+12%7

EPS growth, FY28E+35%9

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 12%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

WATCH

Revenue grew 12%/yr over the last 3 years; forecasts see it cooling to 2%/yr.

Earnings are set to grow faster than sales (EPS about 12%/yr vs revenue 2%/yr), so margins should widen. One year dips: EPS falls 23% next year.

WEAKNESSES

Growth is the weak spot here, trailing 81% of companies worldwide.

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

AFXCarl Zeiss Meditec

Total return Current−0.3%

Price return Current−8.1%

MOMENTUM RATING↗

WEAK20 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return+9%8

YTD return-21%2

MID & LONG-TERM▾SCORE

% of 52-week high66%3

1-year return-30%2

3-year return-60%1

5-year return-80%1

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+9%).

WATCH

Returns sit at the market level over the past month (-4%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-60% over three years and -80% over five), behind 90% of the market.

It's down 30% over the past year, now 34% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-21%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Carl Zeiss. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community