Stoneridge Inc logo

Stoneridge Inc(SRI)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
2-STAR RATING
PASS
LAST CLOSE
$7
09/18/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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  • SELL Advisory (Loss)
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Advisory Performance History (Simulated)Advisory Performance History info

Upturn Advisory & Investor View for SRI

09/18/2026: SRI (2-star) is currently NOT-A-BUY. Pass it for now.

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.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Choppy
PRICE STABILITY

Choppy

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

Analysis of Past Performance

Type Stock
Historic Profit -1.64%
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 09/18/2026

Upturn Scorecard

Upturn Star Rating

SRI receives a 3-star rating, supported by solid analyst coverage. 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 82.4% and approximately 87.0% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 3.85% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

22NW, LP 8.65%
Ewing Morris & Co Investment Partners Ltd 4.79%
Federated Hermes Inc 4.26%
BlackRock Inc 4.10%
Vanguard Capital Management, LLC 4.01%

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. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

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 199.66M USD
Price to earnings Ratio -
1Y Target Price 14.5
Price to earnings Ratio -
1Y Target Price 14.5
Volume (30-day avg) 128.7K shares
Beta 1.89
52 Weeks Range 4.60 - 9.71
Updated Date 09/20/2026
52 Weeks Range 4.60 - 9.71
Updated Date 09/20/2026
Dividends yield (FY) -
Basic EPS (TTM) -3.72

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 285.01M
Price to Sales(TTM) 0.22
Enterprise Value 285.01M
Price to Sales(TTM) 0.22
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 3.85
Percent Institutions 82.36

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.

About Stoneridge Inc

Exchange NYSE
Headquarters Novi, MI, United States
IPO Launch date 1997-10-10
President, CEO & Director Ms. Natalia Noblet
Sector Consumer Cyclical
Industry Auto Parts
Full time employees 4200
Full time employees 4200

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. The company operates in two segments, Electronics and Stoneridge Brazil. The Electronics segment offers advanced driver information solutions, vision systems, connectivity and compliance solutions, and control modules for commercial vehicle and off-highway markets through OEM and aftermarket channels. The Stoneridge Brazil segment provides vehicle tracking devices and monitoring services, driver information systems, vehicle security alarms and convenience accessories, and telematics solutions and multimedia devices primarily for the automotive and commercial vehicle markets through aftermarket distribution channel, direct to OEMs, and factory authorized dealer installers. It sells monitoring services and tracking devices directly to corporate and individual customers. The company was founded in 1965 and is headquartered in Novi, Michigan.