Added to YB: 2026-08-21
Pitch date: 2026-08-19
SRI [bullish]
Stoneridge, Inc.
-0.28%
current return
Author Info
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Company Info
Stoneridge, Inc., together with its subsidiaries, designs, manufactures, and sells engineered electrical and electronic systems, components, and modules for the commercial, automotive, off-highway, and agricultural vehicle markets in North America, South America, Europe, and the Asia Pacific.
Market Cap
$207.6M
Pitch Price
$7.10
Price Target
15.00 (+106%)
Dividend
N/A
EV/EBITDA
14.64
P/E
-1.96
EV/Sales
0.33
Sector
Automobile Components
Category
special_situation
Stoneridge (SRI) - deeply undervalued at a cyclical trough with a hidden growth engine
SRI: Mispriced commercial vehicle tech pure-play post Control Devices divestiture. MirrorEye camera-mirror (~30% incremental margins) scaling $111M→$300M+ rev by 2030; NA monopoly, 33% EU share. EBITDA $20-25M FY26→$80M+ 2030 + CL8 cyclical recovery. Target $15+ (100%+ upside), $21 by 2030 (30% IRR); bear ~$4-5. Risks: NA take rates stalling, thin margins, July 2027 refi/covenants.
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