WACKER NEUSON SE NA O.N. chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 30.98
Dividend & Yield0.90€ (5.62%)
Beta 1.47
Market capitalization 1.12B
Operating cash flow 43.8M
ESG Scores unknown

Company description

Wacker Neuson SE manufactures and distributes light and compact equipment under the Wacker Neuson, Kramer, and Weidemann brand names in Europe, the Americas, and the Asia-Pacific. It operates through three segments: Light Equipment, Compact Equipment, and Services. The company offers internal and external vibrators for concrete compaction; trowels and screeds for concrete finishing; rammers, vibratory plates, and rollers for soil compaction; demolition products and saws; lighting; generators; pumps; and heaters. In addition, it offers compact construction equipment, including track and mobile excavators, wheel loaders, telescopic handlers, skid steer and backhoe loaders, compact track loaders, and wheel and track dumpers. The company also provides repair, maintenance, and spare parts; and used equipment, as well as rental, leasing, financing, training, telematics, and e-business services. It serves construction, gardening, landscaping, and agriculture sectors, as well as municipal bodies and companies in the recycling, energy, oil and gas, and rail transport sectors. The company was founded in 1848 and is headquartered in Munich, Germany.

Sector: Industrials - Industry: Farm & Heavy Construction Machinery

Financial Ratios
Quick Ratio1.66
Working Capital0.16
Return On Equity0.11
Debt To Equity0.23
Fixed Asset Ratio0.11
Fixed Interest Cover17.85

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities 77.6M -64M -11.5M 91.3M
Total Cashflows From Investing Activities 15.2M -94.8M -91M -182.6M
Net Borrowings 65.5M 207.1M -80.8M -24.6M
Total Cash From Financing Activities 17.3M 117.9M -91.6M -128.9M
Change To Operating Activities
Issuance Of Stock
Net Income 144.6M 88.5M 14.1M 137.9M
Change In Cash 16.5M 2.5M 236.8M 22.4M
Effect Of Exchange Rate -500k 300k 700k 3.5M
Total Cash From Operating Activities -15.5M -20.9M 420M 331.7M
Depreciation 31.5M 51.7M 55.9M 57.5M
Change To Account Receivables -66.4M -18.9M 78.6M -11.9M
Other Cashflows From Financing Activities -6.1M -12M -10.8M -9.6M
Change To Netincome -95.7M -46.9M 99.3M 110.1M
Capital Expenditures -37.3M -50.5M -48M -46M

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development 35.9M 36.9M 32.3M 45.5M
Income Before Tax 203M 137.5M 53.8M 187.4M
Net Income 144.6M 88.5M 14.1M 137.9M
Selling General Administrative 273.4M 300.3M 296.6M 252M
Gross Profit 458.5M 475.1M 409.3M 487.6M
Ebit 157.8M 137M 79M 189.2M
Operating Income 157.8M 137M 79M 189.2M
Interest Expense -8.5M -14.6M -12.5M -10.6M
Income Tax Expense 58.4M 49M 39.7M 49.5M
Total Revenue 1.71B 1.9B 1.62B 1.87B
Cost Of Revenue 1.25B 1.43B 1.21B 1.38B
Total Other Income ExpenseNet 45.2M 500k -25.2M -1.8M
Net Income From Continuing Ops 144.6M 88.5M 14.1M 137.9M
Net Income Applicable To Common Shares 144.6M 88.5M 14.1M 137.9M

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 692.8M 971.6M 908.7M 1.03B
Total Stockholder Equity 1.22B 1.23B 1.22B 1.29B
Other Current Liabilities 87.2M 53.5M 68.8M 60.9M
Total Assets 1.91B 2.2B 2.13B 2.32B
Common Stock 70.1M 70.1M 70.1M 70.1M
Other Current Assets 164.3M 188.9M 196.3M 249.5M
Retained Earnings 563.8M 571.7M 585.8M 682M
Treasury Stock 587.5M 583.2M 562.2M 534.1M
Cash 43.8M 46.3M 283.1M 305.5M
Total Current Liabilities 382.7M 421.9M 316.5M 567.9M
Other Stockholder Equity 587.5M 583.2M 562.2M 587.1M
Property, Plant, and Equipment 286.2M 384.5M 359.3M 371.4M
Total Current Assets 1.09B 1.17B 1.16B 1.43B
Net Tangible Assets 840.1M 821.3M 810.6M 869M
Net Receivables 320.7M 328.4M 248.1M 254.9M
Accounts Payable 212.8M 149.9M 137.1M 230.5M


Insider Transactions

Here are the insider transactions of stock shares related to WACKER NEUSON SE NA O.N.:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to WACKER NEUSON SE NA O.N.. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on WACKER NEUSON SE NA O.N.

Here is the result of two systematic investment strategies applied to WACKER NEUSON SE NA O.N.. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on WACKER NEUSON SE NA O.N.

The following chart shows the equity curve of the two systematic investment strategies applied to WACKER NEUSON SE NA O.N.:

WACKER NEUSON SE NA O.N. automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 55.08% on the backtest period.

Performance at glance

Performance

55.08 %

Latent gain

821.08 €

Invested capital

1490.6 €

Annualized return

13.37 %
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Momentum strategy results on WACKER NEUSON SE NA O.N.

This is the result of two momentum investment strategies applied to WACKER NEUSON SE NA O.N.. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on WACKER NEUSON SE NA O.N.

The following chart shows all the entries opened by the momentum investment system on WACKER NEUSON SE NA O.N.:

WACKER NEUSON SE NA O.N. momentum entries
  • The first momentum investment strategy would give 45.32% of return on WACKER NEUSON SE NA O.N.. That represents 1794.05€ of latent gain with 3958.27€ of employed capital.
  • The second momentum investment strategy would give 44.3% of return on WACKER NEUSON SE NA O.N.. That represents 1328.57€ of latent gain with 2999.11€ of employed capital.
Performance at glance (1Q Momentum)

Performance

45.32 %

Latent gain

1794.05 €

Invested capital

3958.27 €

Annualized return

54.03 %
Performance at glance (2Q Momentum)

Performance

44.3 %

Latent gain

1328.57 €

Invested capital

2999.11 €

Annualized return

12.17 %

Momentum equity curve on WACKER NEUSON SE NA O.N.

The following chart shows the equity curve of the two momentum strategies applied to WACKER NEUSON SE NA O.N.:

WACKER NEUSON SE NA O.N. momentum equity

Note: the dividends potentially given by WACKER NEUSON SE NA O.N. are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on WACKER NEUSON SE NA O.N.

The following chart shows the employed capital evolution of the two momentum strategies on WACKER NEUSON SE NA O.N. since the beginning:

WACKER NEUSON SE NA O.N.

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250€, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000€.


Buy the dip strategy result on WACKER NEUSON SE NA O.N.

Buy the dip entry openings on WACKER NEUSON SE NA O.N.

WACKER NEUSON SE NA O.N.

The performance achieved by the robo-advisor on WACKER NEUSON SE NA O.N. is 114.55%. That represents 559.7$ of latent gain with 488.62€ of employed capital. The following chart shows WACKER NEUSON SE NA O.N. stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of WACKER NEUSON SE NA O.N., and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

114.55 %

Latent gain

559.7 €

Invested capital

488.62 €

Annualized return

54.03 %

Equity curve of the strategy applied to WACKER NEUSON SE NA O.N.

The following chart shows the result of the investment strategy applied to WACKER NEUSON SE NA O.N.:

WACKER NEUSON SE NA O.N.

Note: the dividends potentially given by WACKER NEUSON SE NA O.N. are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on WACKER NEUSON SE NA O.N.

The following chart shows the employed capital evolution since the beginning of the investment strategy on WACKER NEUSON SE NA O.N.:

WACKER NEUSON SE NA O.N.

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on WACKER NEUSON SE NA O.N.

In this section, I will compare the three previous investment strategies applied to WACKER NEUSON SE NA O.N..

Equity curve comparison on WACKER NEUSON SE NA O.N.

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

WACKER NEUSON SE NA O.N. investment strategy comparison

Employed capital comparison on WACKER NEUSON SE NA O.N.

WACKER NEUSON SE NA O.N. investment comparison

Performance comparison on WACKER NEUSON SE NA O.N.

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 55.08% 821.08€ 1490.6€ 13.37%
Momentum 1 quarter 45.32% 1794.05€ 3958.27€ 11.68%
Momentum 2 quarters 44.3% 1328.57€ 2999.11€ 12.17%
Non-directional 114.55% 559.7€ 488.62€ 54.03%
Annualized return comparison

Automatic investment

13.37 %

Momentum 1Q

12.17 %

Momentum 2Q

12.17 %

Non-directional

54.03 %

Correlated stocks

Here are the most positively and negatively correlated stocks with WACKER NEUSON SE NA O.N.:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between WACKER NEUSON SE NA O.N. and the other stocks. There may be false positives or some missing correlated stocks. If the price of WACKER NEUSON SE NA O.N. does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name WACKER NEUSON SE NA O.N.
Country Germany
City Munich
Address Preussenstrasse 41
Phone 49 89 354 02 427
Website wackerneusongroup.com
FullTime employees 5506
Industry Farm & Heavy Construction Machinery
Sector Industrials
Exchange XETRA
Ticker WAC.XETRA
Market www.xetra.com

WACKER NEUSON SE NA O.N. ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown