ABB Ltd. (ABB) – Expect lower growth for Q3FY23

ABB Ltd. (ABB) (Q2FY23)

Introduction

ABB Ltd manufactures and sells electrification, automation, robotics, and motion products for customers in utilities, industry and transport, and infrastructure in Switzerland and internationally.

Its Electrification segment provides electric vehicle charging infrastructure, renewable power solutions, modular substation packages, distribution automation products, switchboards and panel boards, switchgears, UPS solutions, circuit breakers, measuring and sensing devices, control products, wiring accessories, enclosures and cabling systems, and intelligent home and building solutions.

The company’s Robotics & Discrete Automation segment offers industrial robots, software, autonomous mobile robotics, robotic solutions, field services, spare parts, and digital services. This segment also provides solutions based on its programmable logic controllers, industrial PCs, servo motion, transport systems, and machine vision. Its Motion segment designs, manufactures, and sells drives, motors, generators, and traction converters that are driving the low-carbon future for industries, cities, infrastructure, and transportation.

The company’s Process Automation segment develops and sells control technologies, advanced process control software and manufacturing execution systems, sensing, measurement and analytical instrumentation, marine propulsion systems, and turbochargers. This segment also offers remote monitoring, preventive maintenance, asset performance management, emission monitoring, and cybersecurity services. It serves aluminum, automotive, battery manufacturing, buildings and infrastructure, cement, channel partners, chemical, data centers, food and beverage, process automation, life sciences, ports, marine, mining, oil and gas, ports, power generation, printing, pulp and paper, railway, smart cities, water, and wind power industries.

Highlights

In Q2FY23, ABB witnessed a smooth supply chain which helped in converting a significant level of order backlog to revenue. The supply chain is further expected to ease going forward which may help in faster revenue conversion.

Stock performance

Over the past 3 years, ABB generated returns of 57% where the stock price surged from CHF22.29 in Jul 30, 2020 to CHF34.9 in Jul 28, 2023. The stock had a 200-Day Moving Average of CHF31.32 and a 50-Day Moving Average of CHF34.31.

In the past 1 year, ABB delivered returns of 25% where the stock price increased from CHF27.87 in Aug 04, 2022 to CHF34.9 in Jul 28, 2023.The stock had a 52 Week High of CHF35.74 and a 52 Week Low of CHF23.84.

Over the past 3 months, ABB generated returns of 9% where the stock price increased from CHF31.93 in May 02, 2023 to CHF34.9 in Jul 28, 2023.

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Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– CrispIdea Segment Forecast
– Economic Value Added Analysis
– Discounted Cash Flow Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

Crispidea Coverage

No of Pages: 36

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