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DWS Group GmbH & Co. KGaA (DWS) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

DWS Group GmbH & Co. KGaA

DWSMarket cap $15BPrice $77.5

Country🇩🇪Germany

SectorFinancials

IndustryCapital Markets

DWS manages roughly €900 billion in assets across stocks, bonds, and alternatives for investors worldwide. Majority-owned by Deutsche Bank, it's one of Europe's largest asset managers, quietly steering pensions and portfolios most Germans have never heard of.

In Bastion Portfolios?

52W Return+27%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+8%6

Revenue Forecast

Rev CAGR (1y)-31%1

Rev CAGR (3y)-7%1

Rev CAGR (5y)-2%1

Earnings Forecast

EPS Growth Y+1+8%6

EPS Growth Y+2+5%5

EPS Growth Y+3+13%7

Quality

Margins

EBIT Margin30%9

Net Income Margin21%8

Free Cash Flow Margin15%7

Debt

Net Debt/EBITDA-2.310

Efficiency

ROE14%6

ROA9%8

Earnings Stability55

GEAR+AVERAGE55

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)137

P/E Ratio (Forward 3y)117

P/BV1.87

EV Multiples

EV/EBITDA Fwd57

EV/EBIT Fwd57

Yield

Free Cash Flow Yield0.0%8

Dividend Yield4.4%9

Momentum

Short term

1 month return-10%2

3 month return-1%6

YTD return+27%8

Mid term

Price vs 52wHigh87%7

1 year return+29%8

Long term

3 year return+179%9

5 year return+179%9

Risk Shield

Price Risk

Beta1.32

Volatility28%7

Free Cash Flow

Free Cash Flow Margin15%7

Free Cash Flow Yield0.0%8

Quality

ROCE19%8

Earnings Stability55

Net Debt/EBITDA-2.310

02Growth

Is it actually growing, and how fast?

DWSDWS Group GmbH & Co. KGaA

Revenue FY25$3.7B

GROWTH RATING↗

VERY WEAK7 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y-31%1

Revenue, next 3Y, CAGR-7%1

Revenue, next 5Y, CAGR-2%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+8%6

EPS growth, FY27E+5%5

EPS growth, FY28E+13%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 8%/yr vs revenue -7%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 93% of companies worldwide.

Revenue is set to shrink 7%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 8%/yr over the last 3 years, but it is set to shrink 7%/yr from here.

Over five years revenue is set to shrink 2%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

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

03Price Momentum

Is the market behind it right now?

DWSDWS Group GmbH & Co. KGaA

Total return Current310%

Price return Current189%

MOMENTUM RATING↗

STRONG70 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-10%2

3-month return-1%6

YTD return+27%8

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return+29%8

3-year return+179%9

5-year return+179%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +179% over three years and +179% over five, ahead of 80% of the market.

It's up 29% over the past year, but 13% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+27%).

WATCH

Returns sit at the market level over three months (-1%).

WEAKNESSES

The stock is underperforming over the past month (-10%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on DWS &. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

DWSDWS Group GmbH & Co. KGaA

Revenue FY25$3.7B

GROWTH RATING↗

VERY WEAK7 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y-31%1

Revenue, next 3Y, CAGR-7%1

Revenue, next 5Y, CAGR-2%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+8%6

EPS growth, FY27E+5%5

EPS growth, FY28E+13%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 8%/yr vs revenue -7%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 93% of companies worldwide.

Revenue is set to shrink 7%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 8%/yr over the last 3 years, but it is set to shrink 7%/yr from here.

Over five years revenue is set to shrink 2%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

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

03Price Momentum

Is the market behind it right now?

DWSDWS Group GmbH & Co. KGaA

Total return Current310%

Price return Current189%

MOMENTUM RATING↗

STRONG70 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-10%2

3-month return-1%6

YTD return+27%8

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return+29%8

3-year return+179%9

5-year return+179%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +179% over three years and +179% over five, ahead of 80% of the market.

It's up 29% over the past year, but 13% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+27%).

WATCH

Returns sit at the market level over three months (-1%).

WEAKNESSES

The stock is underperforming over the past month (-10%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on DWS &. 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