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1. Company Snapshot

1.a. Company Description

Ströer SE & Co. KGaA provides out-of-home media and online advertising solutions in Germany and internationally.The company operates through three segments: Out-of-Home (OOH) Media, Digital & Dialog Media, and Data As A Service (DaaS) & E-Commerce.It offers various forms of outdoor advertising media, such as traditional posters; advertisements at bus and tram shelters, and on public transport; and digital advertising installations.


The company also operates t-online.de, as well as special interest portals, such as giga.de, familie.de, desried.de, and kino.de for online advertising.In addition, it provides DaaS under the Statista brand name; and operates an online cosmetic store under the AsamBeauty brand.The company operates approximately 1,000 Websites.


It sells its products to private and corporate customers in the area of telecommunications, energy, IT, tourism, multimedia, retail, financial services, and e-commerce sectors.Ströer SE & Co. KGaA is based in Cologne, Germany.

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1.b. Last Insights on SAX

Ströer SE & Co. KGaA faced challenges due to a decline in CEO Udo Müller's holdings, which dropped 4.2% in value amid a recent market pullback. Despite reporting revenue growth and strategic advancements in digital out-of-home advertising in Q3 2025, the company navigated a challenging market. Insider ownership, however, suggests inherent interests in the company's expansion. With European markets experiencing modest gains, Ströer SE & Co. KGaA's intrinsic value may be underestimated, presenting potential opportunities.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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3 European Stocks Estimated To Be Up To 42.4% Below Intrinsic Value

Nov -19

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Ströer SE & Co. KGaA (ETR:SAX) CEO Udo Müller's holdings dropped 4.2% in value as a result of the recent pullback

Nov -13

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Stroeer SE & Co KGaA (SOTDY) Q3 2025 Earnings Call Highlights: Navigating Growth Amid ...

Nov -11

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European Market Stocks Estimated Below Intrinsic Values

Oct -01

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Ströer SE KGaA's (ETR:SAX) Solid Earnings Are Supported By Other Strong Factors

Aug -21

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Ströer SE KGaA Second Quarter 2025 Earnings: EPS: €0.51 (vs €0.59 in 2Q 2024)

Aug -15

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Are Investors Undervaluing Ströer SE & Co. KGaA (ETR:SAX) By 41%?

Aug -01

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What Is Ströer SE & Co. KGaA's (ETR:SAX) Share Price Doing?

Jul -15

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (8.39%)

6. Segments

Digital and Dialog Media

Expected Growth: 9%

Ströer SE & Co. KGaA's Digital and Dialog Media segment growth of 9% is driven by increasing demand for digital advertising, expansion of online marketing services, and strategic acquisitions. Additionally, the company's focus on data-driven targeting and personalized customer experiences contributes to its growth momentum.

Out of Home Media

Expected Growth: 7%

Ströer SE & Co. KGaA's Out of Home Media segment growth is driven by increasing urbanization, rising advertising spend, and growing demand for digital out-of-home solutions. Additionally, strategic acquisitions, expansion into new markets, and investments in digital infrastructure have contributed to the 7% growth rate.

DaaS & E-Commerce

Expected Growth: 10%

Ströer SE & Co. KGaA's 10% growth in DaaS and E-Commerce is driven by increasing demand for digital advertising, expansion into new markets, and strategic partnerships. Additionally, the company's focus on data-driven marketing solutions, innovative ad formats, and strong e-commerce platform contribute to its growth momentum.

7. Detailed Products

Out-of-Home Media

Ströer SE & Co. KGaA offers a wide range of out-of-home media products, including billboards, posters, and digital screens, enabling advertisers to reach their target audience in public spaces.

Online Advertising

Ströer provides online advertising solutions, including display, video, and mobile ads, allowing advertisers to reach their target audience across various digital platforms.

Dialog Marketing

Ströer offers dialog marketing services, including email marketing, direct mail, and telemarketing, enabling businesses to engage with their customers and prospects.

Content Marketing

Ströer provides content marketing solutions, including sponsored content, native advertising, and influencer marketing, helping businesses to create engaging content that resonates with their target audience.

Data & Analytics

Ströer offers data and analytics services, including data management, analytics, and insights, enabling businesses to make data-driven decisions and optimize their marketing strategies.

8. Ströer SE & Co. KGaA's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Ströer SE & Co. KGaA is moderate due to the presence of alternative advertising platforms and media channels.

Bargaining Power Of Customers

The bargaining power of customers is low for Ströer SE & Co. KGaA as the company has a diversified customer base and is not heavily dependent on a single customer.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate for Ströer SE & Co. KGaA as the company relies on a few large suppliers for its advertising materials and services.

Threat Of New Entrants

The threat of new entrants is high for Ströer SE & Co. KGaA due to the relatively low barriers to entry in the advertising industry and the increasing popularity of digital advertising platforms.

Intensity Of Rivalry

The intensity of rivalry is high for Ströer SE & Co. KGaA due to the highly competitive nature of the advertising industry and the presence of several established players.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 68.66%
Debt Cost 6.13%
Equity Weight 31.34%
Equity Cost 10.01%
WACC 7.34%
Leverage 219.10%

11. Quality Control: Ströer SE & Co. KGaA passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Yield: 5.0

Momentum: 7.5

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Ströer

A-Score: 5.4/10

Value: 6.2

Growth: 5.6

Quality: 5.8

Yield: 8.1

Momentum: 1.0

Volatility: 5.7

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WPP

A-Score: 4.6/10

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A-Score: 3.0/10

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Growth: 4.8

Quality: 3.9

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

36.55$

Current Price

36.55$

Potential

-0.00%

Expected Cash-Flows