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Ottobock SE & Co. KGaA (OBCK) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Ottobock SE & Co. KGaA

OBCKMarket cap $3.67BPrice $57.4

Country🇩🇪Germany

SectorHealthcare

IndustryHealthcare Equipment

Makes prosthetic limbs, orthotics, and wheelchairs that help people move again after injury or disability. Been perfecting bionic hands and knees since the 1800s, and still leads the global market nearly two centuries later.

In Bastion Portfolios?

52W Return-21%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+11%7

Revenue Forecast

Rev CAGR (1y)+3%3

Rev CAGR (3y)+7%5

Rev CAGR (5y)+7%6

Earnings Forecast

EPS Growth Y+1+105%10

EPS Growth Y+2+19%8

EPS Growth Y+3+14%7

Quality

Margins

EBIT Margin17%7

Net Income Margin7%5

Free Cash Flow Margin12%6

Debt

Net Debt/EBITDA3.13

Efficiency

ROE41%10

ROA6%7

Earnings Stability44

GEAR+AVERAGE44

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)126

P/BV8.22

EV Multiples

EV/EBITDA Fwd97

EV/EBIT Fwd146

Yield

Free Cash Flow Yield6.4%7

Dividend Yield1.9%5

Momentum

Short term

1 month return-11%2

3 month return-2%6

YTD return-21%2

Mid term

Price vs 52wHigh68%3

1 year return-25%2

Long term

3 year return-25%2

5 year return-25%2

Risk Shield

Price Risk

Betana–

Volatility38%5

Free Cash Flow

Free Cash Flow Margin12%6

Free Cash Flow Yield6.4%7

Quality

ROCE20%9

Earnings Stability44

Net Debt/EBITDA3.13

02Growth

Is it actually growing, and how fast?

OBCKOttobock SE & Co. KGaA

Revenue FY25$2.0B

GROWTH RATING↗

AVERAGE53 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+11%7

Revenue, next 1Y+3%3

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+105%10

EPS growth, FY27E+19%8

EPS growth, FY28E+14%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 11%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Earnings are set to grow faster than sales (EPS about 19%/yr vs revenue 7%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 53% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, in line with the market.5/10

Revenue grew 11%/yr over the last 3 years; forecasts see it cooling to 7%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

OBCKOttobock SE & Co. KGaA

Total return Current−25.1%

Price return Current−25.1%

MOMENTUM RATING↗

VERY WEAK13 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-11%2

3-month return-2%6

YTD return-21%2

MID & LONG-TERM▾SCORE

% of 52-week high68%3

1-year return-25%2

3-year return-25%2

5-year return-25%2

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Returns sit at the market level over three months (-2%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-25% over three years and -25% over five), behind 80% of the market.

It's down 25% over the past year, now 32% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-11%) and so far this year (-21%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Ottobock SE & Co. KGaA. 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?

OBCKOttobock SE & Co. KGaA

Revenue FY25$2.0B

GROWTH RATING↗

AVERAGE53 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+11%7

Revenue, next 1Y+3%3

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+105%10

EPS growth, FY27E+19%8

EPS growth, FY28E+14%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 11%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Earnings are set to grow faster than sales (EPS about 19%/yr vs revenue 7%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 53% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, in line with the market.5/10

Revenue grew 11%/yr over the last 3 years; forecasts see it cooling to 7%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

OBCKOttobock SE & Co. KGaA

Total return Current−25.1%

Price return Current−25.1%

MOMENTUM RATING↗

VERY WEAK13 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-11%2

3-month return-2%6

YTD return-21%2

MID & LONG-TERM▾SCORE

% of 52-week high68%3

1-year return-25%2

3-year return-25%2

5-year return-25%2

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Returns sit at the market level over three months (-2%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-25% over three years and -25% over five), behind 80% of the market.

It's down 25% over the past year, now 32% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-11%) and so far this year (-21%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Ottobock SE & Co. KGaA. 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