Obermatt

TKH

AEX:TWEKA · NL0000852523
Electrical EquipmentMedium

360

84
EV / EBIT76
Price / Owner Earnings44
Owner Earnings Yield86
Dividend Yield93
Price/Sales70
EV / Gross Profit97
Price/Book67
Return on Capital47
Cash Return on Capital69
Return on Equity67
EBIT Margin52
Gross Profitability95
Cash Conversion73
Accruals59
Owner Earnings Margin74
Sales growth34
Profit Growth63
Long-Term EPS Growth36
Owner Earnings Growth92
Reinvestment21
Price momentum49
Debt load31
Refinancing70
Debt Payback26
Liquidity41
Analyst ratings76
Opinion Changes17
Price Target Upside61
Market mood62
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

TKH generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryNetherlands
IndustryElectrical Equipment
SizeMedium
TypePublic Company
ExchangeENXTAM
Employees59
ISINNL0000852523
Last UpdateApr 2, 2026
Index & Theme
Industrial AutomationSensorsComputer VisionOptical InfrastructurePublic Relations

Description

TKH Group N.V. develops and delivers smart vision, smart manufacturing, and smart connectivity systems. Business Segments The company operates through Smart Vision Systems, Smart Manufacturing Systems, Connectivity Solutions, and Project Management…

Analysis

Hidden champion

TKH Group N.V. is what we call a hidden champion: a strong business that the market is not pricing as one.

The price is fair. You pay 18.1× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone.

The trajectory is moderate and the balance sheet is stretched. The company scores 14/20 on our value-creation score: strong value creator.

What to watch: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
67
2023202420252026

All-time high

88

Mar 2026

All-time low

44

Jan 2025

Average rank

62

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
70
59
50
54
Price/Earnings
62
55
63
54
Price/Book
67
46
45
43
Dividend Yield
93
78
82
79
Value (overall)
92
70
65
66

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →