⚙️ Giants of industry: Siemens, Schneider Electric, GE & ABB in a power comparison 💪Part 1:https://getqu.in/iL6sJ3/

All companies are buying back shares, but GE is currently the most active in doing so

Net debt is $SIE (-1,27 %) highest and also shows the largest increase.

In terms of the ratio, all companies are well below 3, with the exception of Siemens. $ABBNY (+0 %) and $GE (-0,59 %) are particularly strong in this respect.

In terms of EV/EBITDA, Siemens is the most favorably valued company, while ABB and $SU (-0,15 %) are close to each other and are both below 20.

Siemens is best positioned in research and development and invests twice as much as its competitors.

In terms of shareholder yield, Siemens offers the highest value.

Fortunately, the payout ratio is below 50% for all companies

ROIC is below 10% for all companies except ABB, which is rather disappointing overall.

In terms of ROE, all companies are above 10 %, with ABB performing best here at almost 30 %.

ABB also performs best in terms of ROCE and is significantly higher than its competitors. Siemens and GE, on the other hand, are below the important 10 % mark.

Conclusion

Here are several views that I would like to share:

If you go by capital efficiency, ABB is the clear choice, closely followed by Schneider Electric. The valuations are very close to each other. However, ABB is based in Switzerland, which makes it a little more complicated to buy the shares.

Looking at the historical performance over the last 10 years, Schneider Electric has done well and could be considered a "go-to" choice.

Looking at potential and a stronger focus on innovation, Siemens is the most interesting candidate. While this brand is long established and has not always been an early responder to change, they have many interesting business areas. Despite their size, they still have spin-off potential as a company, which is often denied, but demanded by many shareholders. A spin-off would be particularly interesting here, as such measures have usually had a positive effect. This could give Siemens' Mobility division a new focus away from its core business.

As a German investor, however, you should not ask yourself whether you are investing in Siemens, but at what price, because the company is a German masterpiece and is active in interesting areas. The figures are generally not bad either, and in the range of 125 to 145 euros the share already looks attractive.

But if you want to stay with the rational investment, Schneider Electric and ABB are a strong weapon as a combination and very interesting companies that cover a lot of the industrial sector and ultimately deliver the best figures.