Carl Zeiss Meditec AG chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 19.91
Dividend & YieldN/A£ (N/A)
Beta 0.78
Market capitalization 121.77M
Operating cash flow N/A
ESG Scores unknown

Company description

Carl Zeiss Meditec AG operates as a medical technology company in Germany, rest of Europe, the United States, Asia, and internationally. It operates in two segments, Ophthalmic Devices and Microsurgery. The Ophthalmic Devices segment offers products and solutions for the diagnosis and treatment of eye diseases; and systems and consumables for cataract, retinal, and refractive surgeries. It serves practicing ophthalmologists and optometrists, as well as physicians and surgeons in hospitals and outpatient surgery centers. The Microsurgery segment offers visualization solutions for invasive surgical treatments; and solutions in the area of ear, nose and throat, plastic and reconstructive, dental and spinal surgeries. It serves physicians in various fields and hospitals. The company was founded in 1846 and is headquartered in Jena, Germany. Carl Zeiss Meditec AG is a subsidiary of Carl Zeiss AG.

Sector: - Industry:

Financial data

Financial Statements

Cashflow Statement 2018-09-30 2019-09-30 2020-09-30 2021-09-30
Change To Liabilities 921k 14.7M -25.17M 52.69M
Total Cashflows From Investing Activities -28.87M -145.85M -70.95M -75.2M
Net Borrowings -3.52M -13.77M -16.05M -17.31M
Total Cash From Financing Activities -157.24M -58.64M -122.96M -285.89M
Change To Operating Activities 35.44M 16.74M -5.69M 61.04M
Issuance Of Stock
Net Income 126.46M 159.76M 122.39M 236.28M
Change In Cash 2.75M 15.96M -16.44M 1.24M
Effect Of Exchange Rate -345k 810k -1.06M -337k
Total Cash From Operating Activities 187.21M 219.63M 178.53M 362.66M
Depreciation 21.12M 32.23M 37.76M 37.31M
Change To Account Receivables -113k -20.61M 54.18M -62.1M
Other Cashflows From Financing Activities -104.53M 4.32M -48.77M -223.86M
Change To Netincome 4.97M 12.03M 826k 13.16M
Capital Expenditures -16.54M -20.35M -29.32M -30.12M

Income Statement 2018-09-30 2019-09-30 2020-09-30 2021-09-30
Research Development 159.63M 173.31M 218.8M 232.07M
Income Before Tax 179.18M 229.86M 178.72M 339.05M
Net Income 126.46M 159.76M 122.39M 236.28M
Selling General Administrative 354.25M 394.47M 349.78M 364.77M
Gross Profit 710.39M 831.88M 745.52M 967.21M
Ebit 196.53M 264.1M 176.93M 370.38M
Operating Income 196.53M 264.1M 176.93M 370.38M
Interest Expense -2.05M -7.65M -27.27M -8.58M
Income Tax Expense 52.95M 69.28M 55.3M 101.53M
Total Revenue 1.28B 1.46B 1.34B 1.65B
Cost Of Revenue 570.47M 627.44M 589.93M 679.57M
Total Other Income ExpenseNet -17.34M -34.24M 1.79M -31.33M
Net Income From Continuing Ops 126.23M 160.58M 123.42M 237.52M
Net Income Applicable To Common Shares 126.46M 159.76M 122.39M 236.28M

Balance Sheet Statement 2018-09-30 2019-09-30 2020-09-30 2021-09-30
Total Liabilities 347.42M 605.17M 564.29M 718.59M
Total Stockholder Equity 1.29B 1.4B 1.43B 1.66B
Other Current Liabilities 103.67M 127.27M 117.21M 190.24M
Total Assets 1.66B 2.02B 2.01B 2.4B
Common Stock 89.44M 89.44M 89.44M 89.44M
Other Current Assets 6.71M 4.21M 15.4M 7.95M
Retained Earnings 632.49M 744.67M 808.92M 1B
Treasury Stock -48.6M -55.81M -86.78M -50.73M
Cash 6.68M 22.64M 6.2M 7.44M
Total Current Liabilities 280.18M 339.6M 297.58M 448.12M
Other Stockholder Equity -48.6M -55.81M -86.78M -50.73M
Property, Plant, and Equipment 57.34M 111.13M 119.76M 177.39M
Total Current Assets 1.25B 1.3B 1.29B 1.6B
Net Tangible Assets 1.08B 1.03B 1.08B 1.31B
Net Receivables 980.29M 999.81M 979.13M 1.29B
Accounts Payable 101.44M 118.12M 91.68M 145.47M


Insider Transactions

Here are the insider transactions of stock shares related to Carl Zeiss Meditec AG:

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 Carl Zeiss Meditec AG. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Carl Zeiss Meditec AG

Here is the result of two systematic investment strategies applied to Carl Zeiss Meditec AG. 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 Carl Zeiss Meditec AG

The following chart shows the equity curve of the two systematic investment strategies applied to Carl Zeiss Meditec AG:

Carl Zeiss Meditec AG automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 0% on the backtest period.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

0.0 %
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Momentum strategy results on Carl Zeiss Meditec AG

This is the result of two momentum investment strategies applied to Carl Zeiss Meditec AG. 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 Carl Zeiss Meditec AG

The following chart shows all the entries opened by the momentum investment system on Carl Zeiss Meditec AG:

Carl Zeiss Meditec AG momentum entries
  • The first momentum investment strategy would give 0.0% of return on Carl Zeiss Meditec AG. That represents 0.0£ of latent gain with 319.4£ of employed capital.
  • The second momentum investment strategy would give 0% of return on Carl Zeiss Meditec AG. That represents 0.0£ of latent gain with 0.0£ of employed capital.
Performance at glance (1Q Momentum)

Performance

0.0 %

Latent gain

0.0 £

Invested capital

319.4 £

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Momentum equity curve on Carl Zeiss Meditec AG

The following chart shows the equity curve of the two momentum strategies applied to Carl Zeiss Meditec AG:

Carl Zeiss Meditec AG momentum equity

Note: the dividends potentially given by Carl Zeiss Meditec AG 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 Carl Zeiss Meditec AG

The following chart shows the employed capital evolution of the two momentum strategies on Carl Zeiss Meditec AG since the beginning:

Carl Zeiss Meditec AG

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 Carl Zeiss Meditec AG

Buy the dip entry openings on Carl Zeiss Meditec AG

Carl Zeiss Meditec AG

The performance achieved by the robo-advisor on Carl Zeiss Meditec AG is 0%. That represents 0.0$ of latent gain with 0.0£ of employed capital. The following chart shows Carl Zeiss Meditec AG stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Carl Zeiss Meditec AG, 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

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Equity curve of the strategy applied to Carl Zeiss Meditec AG

The following chart shows the result of the investment strategy applied to Carl Zeiss Meditec AG:

Carl Zeiss Meditec AG

Note: the dividends potentially given by Carl Zeiss Meditec AG 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 Carl Zeiss Meditec AG

The following chart shows the employed capital evolution since the beginning of the investment strategy on Carl Zeiss Meditec AG:

Carl Zeiss Meditec AG

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 Carl Zeiss Meditec AG

In this section, I will compare the three previous investment strategies applied to Carl Zeiss Meditec AG.

Equity curve comparison on Carl Zeiss Meditec AG

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

Carl Zeiss Meditec AG investment strategy comparison

Employed capital comparison on Carl Zeiss Meditec AG

Carl Zeiss Meditec AG investment comparison

Performance comparison on Carl Zeiss Meditec AG

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 0% 0.0£ 0.0£ 0.0%
Momentum 1 quarter 0.0% 0.0£ 319.4£ 0.0%
Momentum 2 quarters 0% 0.0£ 0.0£ -0.0%
Non-directional 0% 0.0£ 0.0£ -0.0%
Annualized return comparison

Automatic investment

0.0 %

Momentum 1Q

-0.0 %

Momentum 2Q

-0.0 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Carl Zeiss Meditec AG:

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 Carl Zeiss Meditec AG and the other stocks. There may be false positives or some missing correlated stocks. If the price of Carl Zeiss Meditec AG does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name Carl Zeiss Meditec AG
Country Germany
City Jena
Address Goschwitzer Strasse 51-52
Phone 49 3641 2200
Website www.zeiss.de/meditec-ag/home.html
FullTime employees 3531
Industry
Sector
Exchange XLON
Ticker 0DHC.XLON
Market www.londonstockexchange.com

Carl Zeiss Meditec AG 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