-1.00%
16.55%
11.92%
19.03%
27.90%
35.56%
42.85%

Company Description

Daimler Truck Holding AG manufactures and sells medium- and heavy-duty trucks and buses in Europe, North America, Asia, Latin America, and internationally.It operates through five segments: Mercedes-Benz, Trucks North America, Trucks Asia, Daimler Buses, and Financial Services.The company offers light, medium, and heavy-duty trucks; city and intercity buses, touring coaches, and bus chassis; industrial engines; and special vehicles that are primarily used in municipal applications, as well as electric vehicles and used commercial vehicles.


It also provides various financial services, such as leasing, hire purchase, and insurance products under the Daimler Truck Financial Services brand name.In addition, the company offers connectivity solutions under the Detroit Connect, Fuso Connect, Mercedes-Benz Uptime, and Fleetboard brands; and aftersales services, such as maintenance and repair, as well as sells spare parts.It provides trucks and buses under the Mercedes-Benz, Freightliner, Western Star, FUSO, BharatBenz, Setra, and Thomas Built Buses brand names.


The company was founded in 1896 and is headquartered in Leinfelden-Echterdingen, Germany.

Market Data

Last Price 42.54
Change Percentage -1.00%
Open 42.89
Previous Close 42.97
Market Cap ( Millions) 33031
Volume 156415
Year High 47.64
Year Low 29.61
M A 50 37.42
M A 200 36.68

Financial Ratios

FCF Yield -5.84%
Dividend Yield 4.47%
ROE 15.40%
Debt / Equity 129.11%
Net Debt / EBIDTA 315.91%
Price To Book 1.58
Price Earnings Ratio 10.08
Price To FCF -17.13
Price To sales 0.6
EV / EBITDA 8.34

News

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> Trucks North America

Expected Growth : 3.0 %

What the company do ?

Trucks North America, a subsidiary of Daimler Truck Holding AG, manufactures and sells commercial vehicles, including Freightliner, Western Star, and Thomas Built Buses, in the North American market.

Why we expect these perspectives ?

Strong demand for Freightliner and Western Star trucks, driven by a resilient North American economy, low unemployment, and increased infrastructure spending. Additionally, Daimler's investments in electric and autonomous technologies, as well as its efforts to improve operational efficiency, are expected to contribute to the segment's growth.

Segment nΒ°2 -> Mercedes-Benz

Expected Growth : 2.5 %

What the company do ?

Mercedes-Benz is a global automobile brand from Daimler Truck Holding AG, offering a range of commercial vehicles, buses, and trucks.

Why we expect these perspectives ?

Mercedes-Benz's 2.5% growth is driven by increasing demand for premium vehicles, expansion in emerging markets, and a focus on electric and autonomous driving technologies. Additionally, the company's efforts to reduce costs and improve operational efficiency, as well as its strong brand reputation and loyal customer base, contribute to its growth momentum.

Segment nΒ°3 -> Trucks Asia

Expected Growth : 4.0 %

What the company do ?

Trucks Asia is a regional business unit of Daimler Truck Holding AG, responsible for commercial vehicle sales and services in Asia.

Why we expect these perspectives ?

Strong demand for commercial vehicles in Asia, driven by infrastructure development, e-commerce growth, and increasing urbanization. Daimler's established brand presence, competitive pricing, and innovative products such as electric and autonomous trucks also contribute to the 4.0% growth.

Segment nΒ°4 -> Daimler Buses

Expected Growth : 1.5 %

What the company do ?

Daimler Buses, a subsidiary of Daimler Truck Holding AG, is a leading global manufacturer of buses and coaches, offering a range of city buses, touring coaches, and minibuses.

Why we expect these perspectives ?

Daimler Buses' 1.5% growth is driven by increasing demand for electric and hybrid buses, government incentives for eco-friendly transportation, and growing urbanization. Additionally, the company's focus on digitalization, autonomous driving, and expanding its global footprint, particularly in Asia, contribute to its growth momentum.

Segment nΒ°5 -> Financial Services

Expected Growth : 2.2 %

What the company do ?

Daimler Truck Financial Services provides financing, leasing, and insurance solutions for commercial vehicles, supporting customers throughout the vehicle lifecycle.

Why we expect these perspectives ?

Daimler Truck Holding AG's 2.2% growth in Financial Services is driven by increasing demand for commercial vehicles, expansion into new markets, and a growing need for financing and leasing solutions. Additionally, the company's digitalization efforts and strategic partnerships are enhancing customer experience, leading to increased sales and revenue growth.

Daimler Truck Holding Ag Products

Product Range What is it ?
Mercedes-Benz Trucks Heavy-duty trucks designed for long-haul transportation, construction, and distribution
Freightliner Trucks Heavy-duty trucks designed for long-haul transportation, construction, and distribution in North America
Western Star Trucks Heavy-duty trucks designed for vocational applications, such as construction, mining, and logging
Fuso Trucks and Buses Light-duty trucks and buses designed for urban transportation and distribution
Thomas Built Buses School buses and transit buses designed for student transportation and public transportation
Detroit Diesel Engines Heavy-duty diesel engines designed for trucks, buses, and construction equipment
Alliance Truck Parts Aftermarket parts and accessories for commercial vehicles
Daimler Truck Financial Services Financial services and leasing solutions for commercial vehicles

Daimler Truck Holding AG's Porter Forces

The threat of substitutes for Daimler Truck Holding AG is medium due to the presence of alternative modes of transportation such as buses and trains, but the high cost and limited availability of these alternatives reduce the threat.

The bargaining power of customers for Daimler Truck Holding AG is low due to the company's strong brand reputation and the lack of price sensitivity among its customers.

The bargaining power of suppliers for Daimler Truck Holding AG is medium due to the presence of multiple suppliers and the company's ability to negotiate prices, but the high demand for raw materials and components increases the bargaining power of suppliers.

The threat of new entrants for Daimler Truck Holding AG is low due to the high barriers to entry, including the need for significant capital investment and the complexity of the manufacturing process.

The intensity of rivalry for Daimler Truck Holding AG is high due to the presence of several established competitors, including Volvo and Scania, and the high level of competition in the truck manufacturing industry.

Capital Structure

Value
Debt Weight 53.41%
Debt Cost 3.95%
Equity Weight 46.59%
Equity Cost 10.32%
WACC 6.92%
Leverage 114.64%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
DG.PA VINCI SA, together with its subsidiaries, operates in the concessions, energy, and construction segments primarily in France. It Concessions segment operates motorway concessions with a network of 4,419 kilometers in …
PCAR PACCAR Inc designs, manufactures, and distributes light, medium, and heavy-duty commercial trucks in the United States, Europe, Mexico, South America, Australia, and internationally. It operates through three segments: Truck, Parts, …
EPI-B.ST Epiroc AB (publ), together with its subsidiaries, develops and produces equipment for use in surface and underground applications in Sweden. It operates through Equipment & Service and Tools & Attachments …
VOLV-B.ST AB Volvo (publ), together with its subsidiaries, manufactures and sells trucks, buses, construction equipment, and marine and industrial engines in Europe, North America, South America, Asia, Africa, and Oceania. The …
BA.L BAE Systems plc provides defense, aerospace, and security solutions worldwide. The company operates through five segments: Electronic Systems, Cyber & Intelligence, Platforms & Services (US), Air, and Maritime. The Electronic …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
42.54$
Current Price
42.54$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

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