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BayWa AG (BYW6.DE)

Frankfurt Stock Exchange (XETRA) Industrials ConglomeratesView data quality →
41.7Fair

ValueMarkers Composite Index

Top 9%#40,759 of 44,707

DCF data not available

Piotroski
6/9
Neutral
Beneish
-4.40
Low Risk
Altman
1.42
Distress
DCF Value
-
N/A
ROIC
-8.3%
Low
P/E
-
Updated: ·Source: Data sourced from SEC filings and institutional providers. Not financial advice.·Report data issue

BayWa AG (BYW6.DE) — VMCI valuation read

Headline read on BYW6.DE: VMCI of 42/100 versus a Industrials sector median of 50. The 8-point below-median position is what makes BayWa AG a relative-value laggard in the mid-cap cohort, before any pillar-level review.

Form 4 filings on BYW6.DE: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.

**Investor frame.** Three reads on BYW6.DE: value (BYW6.DE trades at 23.0x earnings, 28% above the Industrials median of 18.0x), quality (ROIC of 19.0% sits 9.0pp above the Industrials median (10.0%)), and risk (net debt to EBITDA of 0.8x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Industrials 12.0x baseline.

BYW6.DE fell 3.4% over the trailing 7 days, with a +3.6% read on a 30-day basis.

BayWa Aktiengesellschaft provides wholesale, retail, logistics, and support and consultancy services in Germany and internationally. The company's Renewable Energies segment plans, manages, and constructs wind farms and solar park. It is also involved in the power production activities. Its Energy segment supplies heating oil, fuels, and lubricants, as well as wood pellets and heating solutions. This segment also offers solutions in electromobility, liquified natural gas, and digital mobility fields. The company's Cefetra Group segment trades in grains and oilseeds, starch products, rice and legumes, and organic products. Its Global Produce segment sells dessert pome fruits for wholesalers and retailers in the food industry; and supplies organic pome fruits. It also collects, sorts, stores, packages, and provides services for fruit customers. The company's Agri Trade & Service segment collects, sells, and services value chain stages for farms, as well as supplies seeds, fertilizers, crop protection products, and feedstuffs to farmers. Its Agricultural Equipment segment offers machinery, equipment, and systems for agriculture areas. It offers tractors, combine harvesters, versatile municipal vehicles, road sweeping vehicles, and mobile systems, as well as forklift trucks; wood splitting and chipping machinery, forest milling cutters and mulchers, cable winches, and road and path construction machinery; chainsaws and brush cutters; and maintenance and repair services for machinery and equipment. The company's Building Materials segment trades in building materials for construction companies, tradesmen, commercial enterprises, and municipalities, as well as private developers and homeowners. Its Innovation & Digitalisation segment develops and markets NEXT Farming OFFICE and NEXT Farming LIVE software solutions; and offers analysis and advisory services, as well as hardware components. The company was founded in 1923 and is headquartered in Munich, Germany.

CEO: Marlen Wienert23,144 employeesDEwww.baywa.com

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