QM · rank #13 · 2026-07-20
2GB
XETRA · EUR · $1.31B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +137.35% |
|---|---|
| ROE TTM Return on equity, trailing 12 months. | +11.1% |
| Profit margin Net profit margin, trailing 12 months. | +4.1% |
| Market cap (USD) Size filter: > $300M required (USD-equivalent). | $1.31B |
| Anchor (recent) Close on 2026-06-19 | $70.85 |
| Anchor (far) Close on 2025-06-20 | $29.85 |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
2G Energy AG designs and manufactures decentralized combined heat and power (CHP) systems and industrial heat pumps for sustainable, hydrogen-ready on-site power and thermal generation.
Rationale
Strong 12-month momentum and solid ROE are validated by record-breaking H1 2026 order intake of over EUR 400 million, confirming that the Q1 2026 ERP-related revenue and margin dip is a temporary operational issue.
Material risks
- 1Persistent operational disruptions and elevated one-off costs from the new ERP system rollout could further delay equipment delivery and jeopardize the guided 9.5–10.5% EBIT margin for FY 2026.
- 2The company lacks unique patent protection or sole-supplier status, exposing it to potential market share loss if alternative distributed generation technologies commoditize the sector.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.