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Heidelberg Materials (DE:HEI)
XETRA:HEI
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Heidelberg Materials (HEI) AI Stock Analysis

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DE:HEI

Heidelberg Materials

(XETRA:HEI)

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Neutral 65 (OpenAI - 5.2)
Rating:65Neutral
Price Target:
€175.00
▲(3.98% Upside)
Action:Reiterated
Date:08/06/26
The score is primarily supported by improving profitability, decreasing leverage, and steady cash generation. This is tempered by weak technical momentum (price below major moving averages with negative MACD) and top-line growth concerns, while a reasonable P/E and moderate dividend yield provide partial support.
Positive Factors
Improving Profitability
Net margin expansion to ~10.1% and mid‑teens operating margins show the company has restored earnings power after prior volatility. Sustained margin improvement provides durable cash generation, better covers fixed costs in cycles, and supports reinvestment and shareholder returns over the medium term.
Negative Factors
Stagnant Revenue
Flat top-line since 2022 and a recent sharp growth decline signal limited structural demand or pricing power. Without durable revenue expansion, margin gains and cash flow improvements may be harder to sustain long term, constraining organic growth and strategic reinvestment capacity.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving Profitability
Net margin expansion to ~10.1% and mid‑teens operating margins show the company has restored earnings power after prior volatility. Sustained margin improvement provides durable cash generation, better covers fixed costs in cycles, and supports reinvestment and shareholder returns over the medium term.
Read all positive factors

Heidelberg Materials (HEI) vs. iShares MSCI Germany ETF (EWG)

Heidelberg Materials Business Overview & Revenue Model

Company Description
HeidelbergCement AG is a global manufacturer and distributor of essential construction materials. The company's product line includes various cement formulations, a wide array of aggregates encompassing natural stone like sand and gravel, as well ...
How the Company Makes Money
Heidelberg Materials makes money primarily by manufacturing and selling heavy building materials used in construction. Its core revenue streams are: (1) Cement and clinker: revenue from producing cement and clinker and selling them to concrete pro...

Heidelberg Materials Financial Statement Overview

Summary
Overall financial quality is solid: profitability has improved (net margin ~10.1% in 2025 vs ~8.4% in 2024), leverage is trending down (debt-to-equity ~0.38 in 2025), and operating/free cash flow remain strong (FCF ~€1.9B in 2025). Key offsets are flat revenue since 2022 and the sharp 2025 revenue-growth decline noted, plus volatility in free-cash-flow growth.
Income Statement
78
Positive
Balance Sheet
74
Positive
Cash Flow
70
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue21.60B21.46B21.20B21.18B21.10B18.72B
Gross Profit13.82B6.63B13.52B13.12B12.43B11.50B
EBITDA4.28B4.29B4.25B4.30B3.37B4.02B
Net Income1.89B1.94B1.78B1.93B1.60B1.76B
Balance Sheet
Total Assets34.66B36.14B37.30B35.47B33.26B33.71B
Cash, Cash Equivalents and Short-Term Investments1.33B2.63B3.22B3.30B1.47B3.13B
Total Debt8.66B8.11B8.56B8.62B7.11B8.02B
Total Liabilities16.49B16.84B17.33B17.10B15.63B17.05B
Stockholders Equity17.22B18.16B18.80B17.24B16.54B15.44B
Cash Flow
Free Cash Flow1.97B1.89B1.91B1.88B1.08B976.50M
Operating Cash Flow3.29B3.25B3.23B3.21B2.42B2.40B
Investing Cash Flow-2.37B-2.21B-1.81B-1.48B-1.48B619.80M
Financing Cash Flow-1.35B-1.55B-1.45B134.60M-2.54B-2.84B

Heidelberg Materials Technical Analysis

Technical Analysis Sentiment
Negative
Last Price168.30
Price Trends
50DMA
173.72
Negative
100DMA
176.69
Negative
200DMA
191.75
Negative
Market Momentum
MACD
-3.46
Positive
RSI
36.28
Neutral
STOCH
30.57
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For DE:HEI, the sentiment is Negative. The current price of 168.3 is above the 20-day moving average (MA) of 167.49, below the 50-day MA of 173.72, and below the 200-day MA of 191.75, indicating a bearish trend. The MACD of -3.46 indicates Positive momentum. The RSI at 36.28 is Neutral, neither overbought nor oversold. The STOCH value of 30.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DE:HEI.

Heidelberg Materials Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
79
Outperform
€31.05B16.9410.04%2.90%-3.47%-5.47%
70
Neutral
€45.96B7.7317.00%5.16%-8.88%1431.12%
67
Neutral
€3.16B67.310.95%0.36%-6.90%
65
Neutral
€28.37B14.3611.07%2.14%0.38%7.48%
64
Neutral
€8.39B69.641.89%5.85%-4.03%-71.46%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
51
Neutral
€7.81B1,081.470.10%1.22%-6.47%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DE:HEI
Heidelberg Materials
160.85
-40.72
-20.20%
DE:BAS
BASF SE
51.50
8.59
20.02%
DE:EVK
Evonik
18.01
2.19
13.86%
DE:HEN
Henkel AG & Co. KGaA
74.45
12.66
20.48%
DE:SZG
Salzgitter
52.50
30.01
133.43%
DE:TKA
thyssenkrupp
12.55
5.33
73.97%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 06, 2026