Stoneridge Inc logo

Stoneridge Inc(SRI)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$5.9
10/20/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for SRI

10/20/2026: SRI (1-star) is currently NOT-A-BUY. Pass it for now.

Stoneridge Inc is a manufacturer of electronic components and systems primarily for the commercial vehicle and automotive industries. Its main strength lies in its specialized engineering expertise and high-value innovations like the MirrorEye digital vision system. The company's primary growth opportunity is the increasing adoption of ADAS and safety technologies across commercial fleets globally. However, risks include high customer concentration, cyclical demand, and intense competition from larger automotive suppliers. The stock may best suit growth-oriented investors interested in automotive technology, though they should monitor quarterly program wins and trucking industry build rates for signs of development.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitThe company offers potential for growth via technology adoption but is subject to cyclical industry headwinds.
Momentum investorMixed fitMomentum is conditional on positive news flow regarding new OEM contract wins.
Value investorStrong fit while signal remains positiveThe stock may present value opportunities during cyclical troughs if the technology pipeline remains strong.
Dividend investorWeak fitThe company does not pay a regular dividend, focusing capital on growth.
Low-risk investorWeak fitThe cyclical nature of the automotive sector leads to volatility that may not suit low-risk profiles.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMedium / highThe stock is sensitive to cyclical trends and industry-specific news.
Valuation riskMediumValuation is tied to future growth expectations for specific product platforms.
Competition risk (Automotive Electronics)HighLarge Tier-1 suppliers have greater resources for R&D and pricing power.
Business qualityMediumEngineering expertise is strong, but profitability is sensitive to customer concentration.
Dividend incomeLow / noneThe company does not pay dividends.
Execution riskMedium / highSuccess depends on the smooth integration and adoption of complex electronic systems by OEMs.

Price Behavior

Rolling Over
PRICE PATH

Rolling Over

The price momentum is slowing down and beginning to turn downward.

Choppy
PRICE STABILITY

Choppy

The stock has experienced frequent reversals and pronounced short-term price swings.

Analysis of Past Performance

Type Stock
Historic Profit -2.99%
Avg. Invested days 32
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 1.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/20/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
SRI receives a 2-star rating, reflecting soft or weak scores across the available pillars. The rating is constrained by weak unit economics, and weak price momentum.

Company Fundamentals

★★★★★
SRI has moderate overall fundamentals (3 stars), with moderate financial health, soft growth momentum, and solid ownership. In FY2025 versus FY2024, growth and ownership metrics are mixed: negative earnings growth (-522.3%), soft cash generation (FCF margin 1.4%), negative revenue growth (-5.2%).

Financial Health Rating

★★★★★
SRI's financial health is supported by solid liquidity, including working-capital and asset support (WC/assets 37.1%). Profitability is weak (1 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
SRI's growth profile is soft, with the least-weak measure being revenue growth at -5.2% FY2025 versus FY2024. By comparison, while earnings growth (-522.3%, negative) and free-cash-flow growth (-48.1%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 82.3% and approximately 87.0% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 3.88% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 8.97%
22NW, LP 8.65%
Ewing Morris & Co Investment Partners Ltd 4.74%
Federated Hermes Inc 4.26%
Vanguard Capital Management, LLC 4.22%

Unit Economics (Per $1K Revenue)

★★★★★
SRI generates approximately $190 of gross profit, $-14 of operating income, and $14 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Operating losses explain the 1-star rating, with weak cash conversion and weak capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: -85.45% (Tax Credit)

Quantitative Style Profile

★★★★★
SRI has a liquid profile. Weak momentum is the primary drawback, while elevated volatility.

Style Classification

Quality Focused

Value-OrientedHigh VolatilitySmall / Mid Cap RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 163.72M USD
Price to earnings Ratio -
1Y Target Price 14.5
Price to earnings Ratio -
1Y Target Price 14.5
Volume (30-day avg) 176.7K shares
Beta 1.88
52 Weeks Range 4.60 - 9.71
Updated Date 10/20/2026
52 Weeks Range 4.60 - 9.71
Updated Date 10/20/2026
Dividends yield (FY) -
Basic EPS (TTM) -3.82

How Company Makes Money

Business areaWhat it includesRetail investor read
Control DevicesSwitches, sensors, and actuators for vehicle management systems.Steady revenue from essential components that vehicle manufacturers need for every unit built.
ElectronicsInstrument clusters and the MirrorEye vision system.Higher-growth segment driven by the push for vehicle safety and digital cockpits.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE -
Forward PE 20.28
Enterprise Value 289.86M
Price to Sales(TTM) 0.18
Enterprise Value 289.86M
Price to Sales(TTM) 0.18
Enterprise Value to Revenue 0.32
Enterprise Value to EBITDA 15.43
Shares Outstanding 28.52M
Shares Floating 24.80M
Shares Outstanding 28.52M
Shares Floating 24.80M
Percent Insiders 3.88
Percent Institutions 82.31

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.