Revenue distribution by industry:

• Out-of-home advertising: approx. 60%
• Digital media: approx. 30%
• Direct marketing: approx. 10%

TOP 3 markets and their percentage shares:

• Germany: approx. 75%
• Spain: approx. 10%
• Poland: approx. 5%

Ströer SE & Co. KGaA generates the majority of its revenue from out-of-home advertising, followed by digital media and direct marketing. The German market is by far the largest market for Ströer, thanks to its strong presence and comprehensive network in the domestic market. Spain and Poland are also significant markets where Ströer offers its services, albeit with significantly lower shares of total revenue.

Production Sites: Mainly in Germany

Ströer SE & Co. KGaA is a leading company in the field of outdoor advertising and digital media in Germany. The company mainly produces its products and services in Germany, with a focus on providing advertising space and digital solutions.

Ströer does not operate traditional production facilities in the sense of manufacturing plants, as the majority of their value creation lies in providing and managing advertising space as well as digital services. Their activities include the installation and maintenance of advertising media as well as the development of digital advertising solutions.

Estimated Revenue Growth: 5-7% annually (2026) Investments in Digital Media: Increase by 10% (2026)

Ströer SE & Co. KGaA pursues a growth strategy that is strongly focused on digitization and expanding its digital media platforms. The company continuously invests in digital advertising technologies and solutions to strengthen its market position in the digital sector.

Another focus is on diversifying the product portfolio, particularly through the expansion of data-driven advertising solutions to meet the changing needs of advertising clients. This strategy is intended not only to promote revenue growth but also to increase profitability through higher margins in digital business areas.

In addition, Ströer relies on strategic partnerships and acquisitions to increase its reach and market share in key markets. These measures are intended to help solidify the presence in existing markets and unlock new growth opportunities.

Main materials: Paper, Aluminum, Steel
Countries of origin: Germany, China, USA

Ströer SE & Co. KGaA is a leading company in the field of outdoor advertising and public video. The main materials the company imports are paper for posters, aluminum and steel for advertising media and digital displays.

Paper is mainly sourced from Germany to minimize transportation costs and promote sustainability. Aluminum and steel are often imported from China and the USA, as these countries are leading in the production of these metals and offer competitive prices.

Ströer places great emphasis on the quality and sustainability of the materials, which is why local and certified suppliers are preferred whenever possible.

Market share in the German out-of-home advertising market: approximately 40% (2025)
EBITDA margin: 25% (2025)
Digital revenue share: 50% (2025)

Ströer SE & Co. KGaA has a significant competitive advantage in the German out-of-home advertising market, as it is considered one of the leading providers with a market share of around 40%. This strong market position enables the company to benefit from economies of scale and efficiently deliver its services.

The EBITDA margin of 25% shows that Ströer is able to effectively manage its cost structure and operate profitably. Another advantage is the high share of digital revenue, which stands at approximately 50%. This indicates that Ströer has successfully invested in digital advertising technologies, which is considered a high-growth segment in the industry.

In summary, Ströer has a strong competitive advantage due to its leading market position, efficient cost structure, and strategic focus on digital advertising formats.

Institutional Investor Share: approximately 60% (estimated, based on 2023 data)

Insider Purchases/Sales: No significant transactions known (as of 2026)

The institutional investor share in Ströer SE & Co. KGaA typically stands at around 60%, based on the latest available data from 2023. This share reflects the confidence of institutional investors in the company and its market position.

Regarding insider transactions, no significant purchases or sales are known for the year 2026. Such transactions can be an indicator of management's confidence in the company's future development. The absence of significant transactions reported could suggest a stable assessment of the company's situation by management.

Market share of Ströer SE & Co. KGaA: Estimated 5-7% (2026)

Top competitors and their market shares:

1. JCDecaux SA: 20-25%
2. Clear Channel Outdoor Holdings, Inc.: 15-18%
3. Lamar Advertising Company: 10-12%
4. Outfront Media Inc.: 8-10%
5. APG|SGA SA: 5-7%
6. Ströer SE & Co. KGaA: 5-7%
7. Ocean Outdoor Limited: 3-5%
8. Global Media & Entertainment: 2-4%
9. Exterion Media: 2-3%
10. Pikasso: 1-2%

Moat of Ströer SE & Co. KGaA:

Ströer SE & Co. KGaA has a moderate moat, mainly characterized by its strong presence in the German market and integrated digital advertising solutions. The company has invested in digital technologies in recent years to enhance its competitiveness.

Compared to its competitors, JCDecaux SA has the strongest moat, driven by its global presence and comprehensive outdoor advertising infrastructure. Clear Channel and Lamar Advertising also have significant advantages due to their broad geographic coverage and long-standing customer relationships.

Ströer must continue to invest in innovations and digital transformation to expand its moat and compete with larger international players.

Revenue Growth: 8.5% (2025) EBITDA Growth: 7.2% (2025) Market Share in the Out-of-Home Segment: 35% (2025)

Ströer SE & Co. KGaA recorded solid revenue growth of 8.5% in 2025, attributed to strong demand in the out-of-home advertising market and successful digital transformation. The company further solidified its market leadership in the out-of-home segment with a market share of 35%.

The 7.2% EBITDA growth demonstrates Ströer's ability to effectively manage its operating costs while increasing profitability. The strategic focus on digital advertising formats and diversification into new business areas could further enhance growth potential.

Overall, Ströer's financial performance and market position suggest that the stock could represent an attractive investment opportunity, especially for investors interested in stable growth in the advertising industry.

Dividend Yield: 4.2% (2026, estimated)
Dividend History: Continuous payouts in recent years

Ströer SE & Co. KGaA has pursued a stable dividend policy in recent years and regularly distributed dividends to its shareholders. The dividend yield of approximately 4.2% in 2026 indicates an attractive payout compared to other companies in the industry.

The reliability of Ströer's dividend payments is supported by the company's continuous business development and solid financial foundation. Analysts estimate that the company will also be able to pay dividends at a similar level in the future, provided that no significant negative market changes occur.