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1. Company Snapshot

1.a. Company Description

DWS Group GmbH & Co. KGaA offers asset management services in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.The company's products and solutions cover equities, fixed income, cash, real estate, infrastructure, and private equity, as well as a range of sustainable investments.Within private equity, the firm specializes in co-investment, emerging markets, small and medium-sized companies, direct buyout, secondaries PE markets and structured capital solutions to private equity firms.


The firm typical private equity investments include follow-on equity capital to fund M&A for an existing portfolio company, taking a minority interest in a portfolio company to allow for partial liquidity or providing flexible capital for continuation situations around a single asset.The firm also takes majority stakes in its portfolio companies.Within private equity, the firm typically invests in North America and Europe in seasoned, performing assets.


It serves retail and institutional investors.The company is based in Frankfurt am Main, Germany.DWS Group GmbH & Co. KGaA is a subsidiary of DB Beteiligungs-Holding GmbH.

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1.b. Last Insights on DWS

The recent 3-month performance of DWS Group GmbH & Co. KGaA was negatively impacted by the prevailing economic uncertainty, as European markets navigated a complex landscape of trade tariff concerns and monetary policy fluctuations. The escalating global trade tensions led to a downturn in the pan-European STOXX Europe 600 Index, although some losses were mitigated following tariff-related announcements. Furthermore, the company's ability to generate stable income through dividend stocks was overshadowed by the overall market volatility.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Deutsche Bank’s DWS to acquire 40% stake in Nippon Life India unit

Nov -14

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3 DWS Mutual Funds to Buy Now for Sustainable Returns

Nov -07

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DWS Group GmbH & Co KGaA (WBO:DWS) Q3 2025 Earnings Call Highlights: Strong Financial ...

Oct -30

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DWS Group (XTRA:DWS): Assessing Valuation After Strong Share Price Performance

Oct -29

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DWS Group to open new Abu Dhabi office – report

Oct -28

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Gold Extends Rout in Volatile Pullback From Record Price Surge

Oct -22

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Deutsche Bank to launch new private markets fund in Q3 2025

Sep -25

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Deutsche Bank's Arm Plans Sale of NorthC Data Center Platform

Sep -18

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (9.90%)

6. Segments

Asset Management Services

Expected Growth: 9.9%

DWS Group's 9.9% growth in Asset Management Services is driven by increasing demand for ESG investments, expansion into new markets, and strategic partnerships. Additionally, the company's focus on digitalization, cost savings initiatives, and a strong brand reputation have contributed to its growth momentum.

7. Detailed Products

Active Equity

Actively managed equity funds that aim to outperform the market through rigorous research and stock selection

Fixed Income

Bonds and other fixed-income securities that provide regular income and relatively low risk

Multi-Asset

Diversified portfolios that combine different asset classes to balance risk and return

Alternatives

Investments in alternative asset classes such as real estate, private equity, and hedge funds

ESG and Sustainable Investing

Investments that incorporate environmental, social, and governance (ESG) factors to promote sustainable development

Index Investing

Passively managed funds that track a specific market index, such as the S&P 500

Solutions and Overlay

Customized investment solutions that combine different asset classes and strategies

8. DWS Group GmbH & Co. KGaA's Porter Forces

Forces Ranking

Threat Of Substitutes

DWS Group GmbH & Co. KGaA operates in a highly competitive industry, and there are many substitutes available to clients. However, the company's strong brand reputation and diversified product offerings mitigate the threat of substitutes to some extent.

Bargaining Power Of Customers

DWS Group GmbH & Co. KGaA's clients have significant bargaining power due to their large assets under management. This gives them the ability to negotiate better fees and terms, which can negatively impact the company's revenue.

Bargaining Power Of Suppliers

DWS Group GmbH & Co. KGaA has a diversified supplier base, which reduces the bargaining power of individual suppliers. The company's scale and reputation also give it negotiating power when dealing with suppliers.

Threat Of New Entrants

The asset management industry has high barriers to entry, including significant capital requirements and regulatory hurdles. This makes it difficult for new entrants to compete with established players like DWS Group GmbH & Co. KGaA.

Intensity Of Rivalry

The asset management industry is highly competitive, with many established players competing for market share. DWS Group GmbH & Co. KGaA faces intense competition from other asset managers, which can lead to pricing pressure and reduced margins.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 2.01%
Debt Cost 10.89%
Equity Weight 97.99%
Equity Cost 10.89%
WACC 10.89%
Leverage 2.05%

11. Quality Control: DWS Group GmbH & Co. KGaA passed 4 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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KBC Ancora

A-Score: 7.4/10

Value: 4.2

Growth: 4.8

Quality: 8.6

Yield: 9.4

Momentum: 8.5

Volatility: 9.0

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Azimut Holding

A-Score: 7.4/10

Value: 6.3

Growth: 3.8

Quality: 9.0

Yield: 9.4

Momentum: 8.5

Volatility: 7.3

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MandG

A-Score: 6.7/10

Value: 7.5

Growth: 1.8

Quality: 4.2

Yield: 10.0

Momentum: 7.5

Volatility: 9.0

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DWS

A-Score: 6.5/10

Value: 4.7

Growth: 3.8

Quality: 7.8

Yield: 8.1

Momentum: 8.5

Volatility: 6.0

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Amundi

A-Score: 6.2/10

Value: 5.5

Growth: 5.0

Quality: 5.3

Yield: 9.4

Momentum: 5.0

Volatility: 7.3

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Industrivärden

A-Score: 5.7/10

Value: 4.3

Growth: 4.1

Quality: 7.4

Yield: 3.8

Momentum: 5.0

Volatility: 9.7

1-Year Total Return ->

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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

52.1$

Current Price

52.1$

Potential

-0.00%

Expected Cash-Flows