Daldrup & Söhne AG (4DS.DE)

Daldrup & Söhne AG (4DS.DE) — VMCI valuation read

Daldrup & Söhne AG (4DS.DE) carries a VMCI composite of 55/100, 5 points above the Energy sector median of 50. Among mid-cap names, that gap places 4DS.DE in the top third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).

The 4DS.DE insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.

**Investor frame.** Value reads 4DS.DE trades at 24.0x earnings, 33% above the Energy median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Energy 12.0x. Quality: ROIC of 10.0% sits 0.0pp above the Energy median (10.0%). Risk: net debt to EBITDA of 2.2x is the rate-sensitivity line to watch, the line to track on Daldrup & Söhne AG's next 10-Q.

4DS.DE fell 2.2% over the trailing 7 days, with a -8.6% read on a 30-day basis.