SRI
Stoneridge, Inc.

Stoneridge, Inc.SRI

Consumer Cyclical · Auto Parts
5.68USD
-6.89%
Oct 31, 2026
SRI overview ready
Stoneridge is a direct commercial-vehicle electronics supplier, with its post-divestiture strategy concentrated on vision and safety, connectivity/compliance, and vehicle-intelligence electronics rather than the formerly broader control-device portfolio.
Narrative is still early
Exposed to the Commercial Fleet Safety and Compliance Digitalization narrative through Commercial-Vehicle Vision, Safety and Compliance Electronics — component supplier.
Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Fair valuation
The price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Cyclical demand fluctuations in commercial and agricultural vehicle markets.
Market Oct 30Price action Oct 30Research Sep 30

Conviction Level

CompanyFit8.0PriceAction3.4Valuation3.5CompanyPosition7.3BusinessQuality—

Conviction uses Company Fit, Price Action, Valuation, Business Quality. Company Position is research context, not an input.

Theme leadershipGroup context · not a Conviction input
Auto PartsLagging
vs SPY
−7.2pp
Theme return
−8.3%
Beating SPY
1 of 5
21 sessions to Oct 30, 2026 · ranked 37 of 60 themes
Price
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Price Action

Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$166.6M
Avg Volume (60D)
171.0K
60 sessions
Revenue Growth YoY
-13.7%
Trailing twelve months
Gross Margin
+19.3%
Operating Margin
-2.2%
Trailing twelve months
Free Cash Flow Yield
+42.3%
Distance from 200DMA
-17.8%
Next Earnings
2026-11-04
EV / EBITDA
18.3x
EV / Sales
0.3x
Market metrics as of Oct 30, 2026

Fundamentals & Valuation

All three valuation perspectives agree this company is cheap. The published stance is held at fair because operating losses behind the low multiple.
Stoneridge, Inc. has a Fair valuation stance because the price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced. It trades at 0.3x revenue, broadly in line with what the business currently supports.

Company Research

Thesis
Stoneridge is a direct commercial-vehicle electronics supplier, with its post-divestiture strategy concentrated on vision and safety, connectivity/compliance, and vehicle-intelligence electronics rather than the formerly broader control-device portfolio.
Opportunity
Moderate opportunity
OEM and fleet adoption of camera-monitor systems, digital driver-information interfaces, connected compliance hardware, and related electronic controls to improve commercial-vehicle safety, operating efficiency, and regulatory compliance.
Key risk
Cyclical demand fluctuations in commercial and agricultural vehicle markets.

Economic classification

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Business & Markets

Consumer Cyclical · Auto Parts
What they do

Stoneridge, Inc. designs, manufactures, and sells engineered electrical and electronic systems, components, and modules primarily for commercial, automotive, off-highway, and agricultural vehicles across multiple global regions.

How it earns

The company generates revenue through transactional sales of its electronic systems and components to OEMs and aftermarket customers.

Products & services
Advanced driver information solutions
Vision systems
Connectivity and compliance solutions
Control modules
Customers & end markets
Commercial vehicle manufacturers
Off-highway vehicle manufacturers
Agricultural vehicle manufacturers
Aftermarket channels
Market position

Niche player specializing in engineered electrical and electronic vehicle systems for commercial and off-highway markets.

Demand drivers
High cyclicality

Exposure to commercial and agricultural vehicle markets which are sensitive to economic cycles and capital expenditure trends.