Added to YB: 2026-01-26
Pitch date: 2026-01-23
SFQ.DE [neutral]
SAF-Holland SE
+14.07%
current return
Author Info
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Company Info
SAF-Holland SE manufactures and sells chassis-related assemblies and components for trailers, trucks, semi-trailers, and buses.
Market Cap
EUR 742.7M
Pitch Price
EUR 17.20
Price Target
N/A
Dividend
5.15%
EV/EBITDA
5.63
P/E
13.42
EV/Sales
0.74
Sector
Automobile Components
Category
N/A
10x EBIT, 5% Dividend Yield, and an Aftermarket Thesis That Does Not Add Up - SAF-Holland SE
SFQ.DE (overview): Trailer components co trades 10x EBIT w/ 5% div yield but bulls missing key risks: 3 CFOs in 3 yrs, aftermarket margins likely 15-18% not 30%+, 2027 EPA pre-buy catalyst collapsed from 70% to 30-40% probability. ROCE fell 22% to 15.5%. Recovery needs EU market rebound + re-rating lacking clear catalyst.
Read full article (3 min)