Stoneridge, Inc.

Stoneridge, Inc.

SRIยทNYSE

$7.53

-0.99%
Consumer CyclicalAuto - Parts

Stoneridge, Inc., together with its subsidiaries, designs and manufactures engineered electrical and electronic components, modules, and systems for the automotive, commercial, off-highway, motorcycle, and agricultural vehicle markets in North America, South America, Europe, and internationally. It operates in three segments: Control Devices, Electronics, and Stoneridge Brazil. The Control Devices segment offers sensors, switches, actuators, and connectors that monitor, measure, or activate specific functions within a vehicle. The Electronics segment designs and manufactures driver information systems, camera-based vision systems, connectivity, and compliance products. Its products collect, store, and display vehicle information, such as speed, pressure, maintenance data, trip information, operator performance, temperature, distance traveled, and driver messages related to vehicle performance. This segment's electronic control units regulate, coordinate, monitor, and direct the operation of the electrical system within a vehicle. The Stoneridge Brazil segment designs, manufactures, and sells vehicle tracking devices and monitoring services; vehicle security alarms and convenience accessories; in-vehicle audio and infotainment devices; and telematics solutions. It provides its products and systems to various original equipment manufacturers and Tier 1 customers, as well as aftermarket distributors and mass merchandisers for use in various vehicle platforms. Stoneridge, Inc. was founded in 1965 and is headquartered in Novi, Michigan.

At a Glance

Live Snapshot
Market Cap$212.61M
EPS-3.7000
P/E Ratio-2.04
Earnings Date08/05/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -2.0).

Valuation inputs: P/E -2.0, earnings yield N/A, momentum -1.0%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE -57.2%, ROIC -4.3%).

Profitability stack: net margin -11.9%, ROE -57.2%, ROIC -4.3%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile is elevated and scenario stress-testing is essential.

Risk factors: liabilities/assets +67.4%, momentum -1.0%, net margin -11.9%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

sri

Stoneridge, Inc. Market vs Earnings Trajectory

SRI ยท NYSE

Loading price and EPS data...

Stoneridge, Inc.

Stoneridge, Inc. Fair Value Envelope

SRI ยท NYSE

Our analysis suggests that SRI has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $7.53, this represents a potential HIDDEN relative to our calculated worth for Stoneridge, Inc..

Intrinsic Value
Current Price: $7.53
3Y+612.0%
5Y+1176.0%
10Y-233.0%
3Y-4.0%
5Y+33.0%
10Y+24.0%
3Y+632.0%
5Y+1194.0%
10Y-233.0%
3Y+400.0%
5Y+19.0%
10Y-48.0%
3Y-149.0%
5Y-419.0%
10Y-70.0%
3Y-15.0%
5Y-11.0%
10Y+40.0%
Stoneridge, Inc.

Stoneridge, Inc. Profit Bridge

SRI ยท NYSE
Revenue861.26M
Cost of Goods Sold (690.11M)
Gross Profit171.15M
Operating Expenses (188.13M)
Operating Income-16.98M
Interest Expense (13.58M)
Other Income/Expense-38.47M
Pretax Income-55.45M
Income Tax (47.38M)
Net Income-102.83M
Net Income
-102.83M

Profitability Analysis

Gross Margin

19.9%

Thin margins leave little room for error. Cost management and pricing strategy are critical.

Operating Margin

-2.0%

Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.

Net Profit Margin

-11.9%

Net losses indicate the company is burning cash. Sustainability depends on path to profitability.

19.87%
Gross Profit Margin
-5%
3Y+2.0%
5Y-16.0%
10Y-29.0%
-1.97%
Operating Profit Margin
4605%
3Y-705.0%
5Y+67.0%
10Y-131.0%
-11.94%
Net Profit Margin
556%
3Y+664.0%
5Y+873.0%
10Y-207.0%
-57.20%
Return on Equity
749%
3Y+1043.0%
5Y+2034.0%
10Y-232.0%
-18.66%
Return on Assets
602%
3Y+766.0%
5Y+1358.0%
10Y-195.0%
-4.31%
Return on Invested Capital
5238%
3Y-799.0%
5Y+267.0%
10Y-115.0%
SRI

Stoneridge, Inc. Cash Conversion Engine

SRI ยท NYSE
Net Income-102.83M
Depreciation & Amortization33.69M
Stock-Based Compensation0.00
Change in Working Capital39.38M
Others26.71M
Capital Expenditures-21.85M
Free Cash Flow12.17M

Cash Flow Quality Analysis

FCF Conversion Rate

-11.8%

Negative free cash flow despite positive earnings raises concerns about cash generation ability or heavy capital requirements.

CapEx Intensity

64.2%

Very high capital intensity consumes most operating cash flow. Limited flexibility for dividends or debt reduction.

FCF Growth Trend

-48.1%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

+$39.38M

Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.

Cash Flow Quality Insight

Deteriorating cash generation: Both declining FCF and weak conversion rate signal fundamental challenges. Investigate margin pressure, rising costs, or working capital issues.

sri

Stoneridge, Inc. Funding & Solvency Profile

SRI ยท NYSE
Cash & Cash Equivalents66.25M
Net Receivables131.43M
Inventory132.67M
Other Current Assets31.51M
Total Current Assets362 M
Property, Plant & Equipment91.44M
Goodwill & Intangible Assets75.56M
Long-Term Investments22.32M
Other Non-Current Assets0.00
Total Non-Current Assets114 M
Total Assets
551.19M

Financial Health Analysis

Current Ratio

2.30x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

2.07x

High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.

Working Capital

204 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

66% Current

Asset-light business model with high liquidity. Majority of assets are easily convertible to cash.

Financial Health Insight

Mixed signals: Strong short-term liquidity provides comfort, but high overall leverage requires careful monitoring of debt servicing capabilities and refinancing risk.

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Stoneridge, Inc. Street Expectations Map

SRI ยท NYSE

No Target Data

No analyst price targets available for sri.

sri

Stoneridge, Inc. Insider Positioning

SRI ยท NYSE

During the last 12 months, there has been no insider trading activity reported for SRI.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.

No Dividend Yield Data

SRI has not reported any dividend yield values in the available annual periods.

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sri Dividend History

SRI
10Y CAGR +0%
Latest $0
Annual $0
Stable dividend payments
Last Period: +0%