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Companies Basic Materials TKAG.DE
TK
TKAG.DE XETRA Iron & Steel

Tkag.De

€11,74
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Mcap
P/E
EV / Rev
Div yield
1,49 %
Op margin
0,1 %
ROE
4,8 %
Net margin
1,4 %
Debt / equity
0,09
Beta
52w range
Volume
Day range
Prev close
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Next earnings
Ex-dividend
TR 1Y
About

TKAG.DE operates in the iron and steel industry, generating revenue primarily through the mining and production of steel-related materials.

Business. TKAG.DE operates in the iron and steel industry, generating revenue primarily through the mining and production of steel-related materials.

Classification92 %
SectorBasic Materials
Business sectorMineral Resources
IndustryIron & Steel
ActivityMining
Generated · model-assisted
Sell-side consensus
BUY14 analysts
8 buy5 hold1 sell
Avg 12m price target12,03

Analyst recommendations

14 analysts · consensus Buy
Buy8
Hold5
Sell1
12-month price target
12,03
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
14 analysts · indicative
Ownership
not yet wired
Profitability
4,8 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning TKAG.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to TKAG.DE. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    TKAG.DE operates in the iron and steel industry, generating revenue primarily through the mining and production of steel-related materials.

    Classification92 %
    SectorBasic Materials
    Business sectorMineral Resources
    IndustryIron & Steel
    ActivityMining
    AI synthesis
    GENERATED

    TKAG.DE maintains a strong liquidity position, with EUR 5.725 billion in cash and equivalents, and a current ratio of 1.69, indicating the company can cover its short-term liabilities comfortably. The company's debt-to-equity ratio is 0.09, suggesting a conservative capital structure with minimal leverage. However, the company reported negative free cash flow of EUR -558 million, driven by a capital expenditure of EUR -1.654 billion, which indicates significant reinvestment in operations.

    In terms of profitability, TKAG.DE's return on equity (ROE) is 4.76%, and its return on assets (ROA) is 1.61%, both below the industry median for the Iron & Steel sector. The company's operating income of EUR 28 million is notably lower than its gross profit of EUR 3.718 billion, suggesting high operating expenses or inefficiencies in cost management.

    The company's revenue is concentrated in a single business segment, as disclosed in its financials, with no geographic diversification provided in the available data. This lack of segmental or geographic breakdown limits the ability to assess exposure to regional economic shifts or supply chain disruptions.

    Looking ahead, TKAG.DE is expected to maintain a stable revenue trajectory, with no significant growth or decline projected in the current or next fiscal year. The company's capital expenditure is expected to remain high, reflecting ongoing investments in infrastructure and production capacity. However, the negative free cash flow raises concerns about the sustainability of these investments without external financing.

    The risk assessment for TKAG.DE indicates low liquidity and dilution risks, with no immediate filing-based flags detected. The company's low debt levels and strong cash reserves provide a buffer against short-term financial stress. However, the negative free cash flow and high capital expenditure could lead to increased leverage or dilution in the future if not offset by revenue growth or cost reductions.

    Recent filings and transcripts do not highlight any major events or strategic shifts for TKAG.DE. The company's financial performance and operational strategy appear to be consistent with its historical trends, with no significant changes in management or business direction reported in the available data.

    Key takeaways
    • TKAG.DE has a strong liquidity position with EUR 5.725 billion in cash and equivalents.
    • The company's return on equity and return on assets are below the industry median, indicating lower profitability.
    • High capital expenditure and negative free cash flow suggest significant reinvestment in operations.
    • The company's revenue is concentrated in a single business segment, with no geographic diversification disclosed.
    • Analysts have a mixed outlook, with a mean recommendation of 2.07 and a mean price target of EUR 12.03.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    €11,74
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    €9.77B
    Net cash
    €4.85B
    Current ratio
    1.7
    Debt / equity
    0.1
    ROA
    1.6%
    ROE
    4.8%
    Cash conversion
    362.0%
    CapEx / revenue
    -5.0%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,25
    Predicted surprise
    -0,00
    Beat probability
    45 %
    Analysts
    14
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-06 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,25
    Revenueno estimateno estimate32,5B EUR
    Operating incomeno estimateno estimate656,1M EUR
    Full-year consensus mean (period as reported by source) · consensus in EUR. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution14 analysts
    Strong buy6
    Buy2
    Hold5
    Sell1
    Strong sell0
    12-month price target€12,03 · Median €12,50
    Low €8,30High €15,00
    Operating income · consensus656,1M EUR
    EPS surprise
    +571,7 %
    reported vs consensus · beat
    Revenue surprise
    +1,0 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low€8,30
    Mean€12,03
    Median€12,50
    High€15,00
    Spot€11,74
    +2.4 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin0,1 %Below median
    Net Margin1,4 %Below median
    ROE4,8 %Above median
    Capex / Rev-5,0 %Below median
    D/E0,09Above median
    Cash Conv3,62Above P75

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • TKAG.DE Market data — financials · 2026-05-29
    • thyssenkrupp AG Market data — analyst estimates · 2026-05-29

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    TKAG.DECanonical
    XETRA · EUR

    Intel & risk

    PredictorBeat prob45 %Surprise-0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage