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Kontron AG (KTN.DE) — Structural Peer Analysis

Kontron AG ranks near the peer group median, with strong valuation offset by weak growth. The market setup is mixed, without a clear directional signal.

Updated 2026-05-17 · HDAX
ENTRY TODAY
Elevated price zonenear norm
TODAY (5y history)88th pct today
0th50th100th
Today the stock sits in a historically elevated range, with its multiple close to its own norm.
Describes where today's entry sits in the stock's own long-term price and valuation history. Descriptive only. Not investment advice.
Dimension Profile

Peer-relative scores, weakest to strongest

Weakest Growth 3
Bottom 25% of peers
Weak Stability 57
Above median
Moderate Profitability 58
Above median
Strongest Valuation 84
Top 10% of peers
Peer-Relative Score
55
Peer-Score
Above-average peer position
Signal qualitylow
Structural Read

AI-IoT Premium, Volatility Discount

Kontron AG develops embedded computing technology and provides IoT solutions for industrial and commercial clients.

Kontron trades as an AI-IoT story, not as a peer-cluster member. The market values its AI and IoT exposure as a standalone growth engine, which means every shift in the narrative—positive or negative—feeds directly into the share price, as shown by a 1Y volatility of 41.7%, well above the peer median. Kontron combines IoT hardware with AI integration, distinguishing it from traditional IT resellers and supporting a 14.8% EBITDA margin. When confidence in the AI or IoT narrative weakens, the market swiftly adjusts Kontron’s valuation downward toward peer levels, narrowing the premium that had been assigned for expected AI-driven growth. A setback in the AI or IoT narrative can quickly compress the valuation gap to peers.

AssetNext · 2026-05-14 · Rule-based and descriptive. Not investment advice.

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This analysis is rule-based and descriptive. Peer-relative scores are derived from functional peer group comparisons using publicly available financial data. Scores reflect structural positioning only and do not constitute investment advice, a buy or sell recommendation, or a forecast of future performance. AssetNext peer scores are recalculated periodically as new data becomes available.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.