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Voestalpine AG (VOE) Fair Value & Analysis

Basic Materials · AT · Market cap €7.7B · ISIN AT0000937503

What is Voestalpine AG really worth?

VA Voestalpine AG VOE · VI
Price€46.72
Fair Value€36.18
Upside−22.6%
Quality58/100

A solid business, but trading 29% above our fair value of €36.18.

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Strengths

Low debt · generates free cash flow

Risks

!Weak Growth (revenue 5y +6.0 %/yr)
!Thin margins · 2.8% net margin
!Mixed vs. peers (7/15)
!Narrow moat 33/100
!Weak on valuation: 3 out of 100
!Weak on past: 22 out of 100

For context

·1.61% dividend yield
Evidence: High Range €25.43 – €49.76

Fair value as of: Aug 29, 2026

From 24 valuation models · updated 7 days ago

Share price +0.2% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (€25.43 to €49.76) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

€48.13 €15.40 Fair Value €36.18 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 29, 2026.

How to read this chart

60‑month range €15.40 – €48.13 · fair‑value band €25.43 – €49.76 · the €46.72 price screens above the €36.18 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 29, 2026.

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Analysis

Voestalpine AG (VOE) currently trades at €46.72, while our model-based Fair Value estimate is €36.18, implying the stock looks roughly 29.1% overvalued today. The Quality Score stands at 58/100 (solid quality), in the Basic Materials sector. Bull case: the Multiples group reads highest at a median of €42.11 per share, and 7 of the 24 models we run sit above the €46.72 price. Bear case: the Dividend Discount group reads lowest at €5.74, and 17 of the 24 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Voestalpine AG generated revenue of €15.1B at a net margin of 1.5%. Revenue declined 4.1% year over year. It earns a return on equity of 3.1%. Net debt stands at €1.0B. Fundamentals as of Aug 29, 2026

Our scenario range runs from €25.43 (bear case) to €49.76 (bull case); at €46.72, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 5% below its 52-week high and 117% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at −22% fair-value upside, at −23%, VOE screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly €0.7269 per share, which is 2.0 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF best evidence €29.10 €40.05 €59.79 78
Growth DCF €30.37 €40.92 €58.47 76
Owner Earnings €9.24 €12.97 €19.69 74
All 24 models by family
DCF Models
FCF DCF best evidence €29.10 €40.05 €59.79 78
Owner Earnings €9.24 €12.97 €19.69 74
5Y Revenue Exit €31.75 €47.69 €70.92 70
5Y EBITDA Exit €43.81 €68.55 €101.37 72
5Y P/E Exit €27.25 €39.92 €55.11 69
10Y Revenue Exit €29.50 €41.17 €53.81 65
10Y EBITDA Exit €37.61 €53.83 €71.37 67
10Y P/E Exit €27.78 €36.46 €44.69 63
Earnings-Based
Graham-Dodd €16.84 €20.97 €23.73 65
EPV €20.12 €23.46 €26.34 74
Dividend Discount
Gordon GGM €5.27 €5.74 €6.46 67
DDM Multi-Stage €5.27 €6.54 €8.25 65
Multiples
P/E Multiple €31.58 €42.11 €52.64 63
P/S Multiple €31.58 €42.11 €52.64 58
P/B Multiple €31.58 €42.11 €52.64 55
EV/EBIT €42.39 €56.86 €71.34 66
EV/EBITDA €62.72 €83.97 €105.22 67
EV/Revenue €36.60 €52.73 €68.86 53
Asset-Based
NCAV (Graham) €22.11 €29.62 €44.21 54
Growth DCF
Growth DCF €30.37 €40.92 €58.47 76
Rev-Margin DCF €31.75 €48.42 €68.79 70
Economic Profit
Residual Income €33.89 €34.41 €33.39 74
ROIC Compounder €20.12 €23.46 €26.34 70
Growth Earnings
Growth-Adj P/E €22.50 €32.14 €41.79 65

Widest divergence: Multiples (€42.11) versus Dividend Discount (€5.74). Highest evidence: FCF DCF (78).

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Key figures & financial health

P/E ratio 18.4 as of Jul 18, 2026
P/S ratio 0.52 P/E × margin
EPS (TTM) €2.44 price ÷ EPS = P/E 18.4
Dividend yield 1.6% payout 30.7%
Net margin 2.8% FY2026
Return on equity 5.6% TTM
More key figures
Profitability
Return on assets (EBIT) 5.5% avg 5y
Operating margin 5.6% TTM
Growth
Revenue (TTM) €15.1B TTM
Revenue growth (YoY) −1.9% 3y avg −6.2%
EPS growth (YoY) +169%
Balance sheet & cash flow
Free cash flow €557M FY2026
Net debt €1.0B FY2026 · ≈ 1.8 yrs of FCF

Figures from reported company fundamentals · as of Aug 29, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 58/100

Of which business quality 56 · Market factors (momentum, volatility) 61

Profitability 38
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 44
Earnings quality: real cash, not paper profit
Fin. Strength 53
Balance sheet, leverage, solvency risk
Investment 91
Disciplined investing over empire-building
Low Volatility 25
Calm price path (market factor)
Momentum 65
Price trend over the last 3–12 months (market factor)
52W Momentum 97
Distance to the 52-week high (market factor)
Net Issuance 83
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Voestalpine AG processes, develops, manufactures, and sells steel and technology products in Austria, the European Union, and internationally. It operates through five divisions: Steel Division, High Performance Metals Division, Metal Engineering Division, Metal Forming Division, and Holding & Group Services.

Full company description

Voestalpine AG processes, develops, manufactures, and sells steel and technology products in Austria, the European Union, and internationally. It operates through five divisions: Steel Division, High Performance Metals Division, Metal Engineering Division, Metal Forming Division, and Holding & Group Services. The Steel division produces hot and cold-rolled steel strips, as well as electrogalvanized, hot-dip galvanized, and organically coated steel strips; heavy plates, and foundry products for the energy sector; and turbine casings. The High Performance Metals division offers special high-alloy tool and high-speed steel for the oil and natural gas, aerospace, and energy engineering industries; utilizing nickel-base and titanium alloys; tool manufacturing, component processing, heat treatment, and coating services; warehousing and preprocessing of special steels; and various services, including logistics, distribution, and processing for the oil and natural gas industries. The Metal Engineering division provides wire rods and drawn wires, seamless tubes for special applications, and welding consumables and machinery; rails and digital monitoring systems; and services related to rail infrastructure. The Metal Forming segment manufactures refined special sections, tubes, and precision strip steel products; pre-finished system components made from pressed, punched, and roll-profiled parts; and storage system solutions for manufacturers in the automotive production and supply industries, as well as various companies in the commercial vehicle, construction, storage, energy, and agricultural machinery industries. It serves automotive, energy, railway systems, construction, mechanical engineering, white goods/consumer goods, aerospace, and other industries. Voestalpine AG is headquartered in Linz, Austria.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Voestalpine AG reported revenue of €15.1B in FY2026 versus €14.9B in FY2022, a compound +0.2%/yr. Reported net income was €425M in FY2026, compounding −24.4%/yr from FY2022.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2026)
€15.1B
Latest YoY
−4.3%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−6.2%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+6.0%
Avg. revenue growth/yr (10Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+3.1%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years, EBIT basis) plus dividend yield: value created per share and year.
+1.1% (−0.5 + 1.6)
Revenue +0.2%/yr
FY22 €14.9B
FY23 €18.2B
FY24 €16.7B
FY25 €15.7B
FY26 €15.1B
Net income −24.4%/yr
FY22 €1.3B
FY23 €1.1B
FY24 €101M
FY25 €154M
FY26 €425M

VOE screens 29% overvalued. Compare with Nucor Corporation →

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Cite: Fair Value Calculator (2026). "Voestalpine AG Fair Value". https://www.fairvalue-calculator.com/stock/VOE

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Steel · 398 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 58 · Top 25%
Fair Value upside −23% · Below median
Return on equity (TTM) 6% · Above median
Return on assets 3% · Above median
Net margin (TTM) 3% · Above median
Operating margin (TTM) 6% · Above median
Revenue growth −2% · Below median
Dividend yield (TTM) 1.6% · Below median
Debt / equity 0.17× · Higher than median

Valuation Multiples vs Steel median · lower = cheaper

P/E (TTM) 18.4× · Cheaper than median
P/B 1.18× · Pricier than median
P/S (TTM) 0.59× · Pricier than median
P/FCF 16.0× · Pricier than 75% of peers
EV/EBITDA 6.7× · Cheaper than median
PEG 5.88× · Pricier than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE3 · sector 12
FUTURE0 · sector 2
PAST22 · sector 16
HEALTH92 · sector 95
DIVIDEND32 · sector 49

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Steel stocks, each showing price versus our Fair Value estimate (as of Aug 29, 2026).

Stock Price Fair Value vs Fair Value
Nucor Corporation NUE $250.50 $116.05 −54%
ArcelorMittal S.A MT €64.60 €46.04 −29%
JSW Steel Limited JSWSTEEL ₹1,296 ₹1,119 −14%
Steel Dynamics, Inc STLD $234.67 $127.14 −46%
500228 500228 ₹1,292 ₹1,079 −16%
Tata Steel Limited TATASTEEL ₹186.80 ₹145.39 −22%
Reliance, Inc RS $387.59 $217.81 −44%
Baoshan Iron & Steel Co 600019 ¥5.91 ¥8.07 +37%
POSCO Holdings PKX $63.13 $85.21 +35%
Jindal Steel & Power Limited JINDALSTEL ₹1,114 ₹429.44 −61%

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Frequently asked questions

Is Voestalpine AG (VOE) overvalued or undervalued?
As of Aug 29, 2026, our model estimates a fair value of €36.18 versus a price of €46.72, about −23% upside (overvalued).
What is the fair value of VOE?
Our model-based fair value for Voestalpine AG is €36.18 (as of Aug 29, 2026), built from audited fundamentals. The current price: €46.72.
What is the quality score of VOE?
Voestalpine AG has a Quality Score of 58/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Voestalpine AG (VOE)?
Voestalpine AG reported trailing-twelve-month revenue of about €15.1B (latest available figure, as of Aug 29, 2026).
What is the net profit margin of VOE?
The net profit margin of Voestalpine AG is about 1.5%, meaning it keeps roughly 1.5% of revenue as net income. Based on the latest reported figures.
Does Voestalpine AG pay a dividend?
Voestalpine AG currently shows a dividend yield of about 1.61% relative to its recent price (as of Aug 29, 2026).
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