-1.21%
1.81%
3.80%
3.09%
9.74%
44.95%
111.60%
AI Spotlight on HLE
Company Description
HELLA GmbH & Co. KGaA, together with its subsidiaries, develops, manufactures, and sells lighting systems and electronic components for automotive industry worldwide.It operates through three segments: Automotive, Aftermarket, and Special Applications.The Automotive segment offers headlamps, rear combination lamps, car body and interior lighting products, and radomes; and body electronics, energy management, lighting electronics, and power steering solutions, as well as driver assistance systems and components, including sensors and engine compartment actuators.
The Aftermarket segment produces and sells automotive parts and accessories primarily in the areas of lighting, electrics, and electronics; and provides workshop solutions in the areas of diagnostics and calibration, as well as various services for wholesalers and workshops.The Special Applications segment develops, manufactures, and markets lighting technology and electronic products for special vehicles comprising construction and agricultural machinery, buses, caravans, and marine vessels.The company was formerly known as HELLA KGaA Hueck & Co. and changed its name to HELLA GmbH & Co. KGaA in October 2017.
HELLA GmbH & Co. KGaA was founded in 1899 and is headquartered in Lippstadt, Germany.HELLA GmbH & Co. KGaA is a subsidiary of Faurecia S.E.
Market Data
| Last Price | 90.1 |
| Change Percentage | -1.21% |
| Open | 90.5 |
| Previous Close | 91.2 |
| Market Cap ( Millions) | 10011 |
| Volume | 4662 |
| Year High | 92.7 |
| Year Low | 77.7 |
| M A 50 | 87.81 |
| M A 200 | 86.62 |
Financial Ratios
| FCF Yield | 2.86% |
| Dividend Yield | 0.79% |
| ROE | 3.52% |
| Debt / Equity | 44.05% |
| Net Debt / EBIDTA | 27.99% |
| Price To Book | 3.46 |
| Price Earnings Ratio | 97.78 |
| Price To FCF | 34.99 |
| Price To sales | 2.53 |
| EV / EBITDA | 15.49 |
News
- Dec -19 - Is HELLA GmbH & Co. KGaA (ETR:HLE) Potentially Undervalued?
- Nov -13 - HELLA GmbH KGaA's (ETR:HLE) Soft Earnings Are Actually Better Than They Appear
- Nov -07 - HELLA GmbH & Co KGaA (HLKHF) Q3 2024 Earnings Call Highlights: Navigating Challenges with ...
- Oct -28 - HELLA GmbH & Co. KGaA's (ETR:HLE) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?
- Oct -18 - Hella posts flat sales numbers; says Q3 ‘particularly challenging’
- Jul -12 - At €86.50, Is It Time To Put HELLA GmbH & Co. KGaA (ETR:HLE) On Your Watch List?
- May -21 - Is HELLA GmbH & Co. KGaA's (ETR:HLE) Recent Performance Tethered To Its Attractive Financial Prospects?
- May -01 - CVS acquires Medicare Advantage broker Hella Health
- May -01 - CVS acquires Medicare Advantage broker Hella Health
- Apr -26 - Do These 3 Checks Before Buying HELLA GmbH & Co. KGaA (ETR:HLE) For Its Upcoming Dividend
- Apr -08 - ARYZTA (VTX:ARYN) rallies 4.4% this week, taking three-year gains to 59%
- Apr -03 - Be Wary Of HELLA GmbH KGaA (ETR:HLE) And Its Returns On Capital
- Apr -02 - Under The Bonnet, Bucher Industries' (VTX:BUCN) Returns Look Impressive
- Mar -18 - HELLA GmbH KGaA Full Year 2023 Earnings: EPS: €2.38 (vs €5.41 in FY 2022)
- Mar -12 - Estimating The Fair Value Of HELLA GmbH & Co. KGaA (ETR:HLE)
- Jan -31 - At €82.80, Is It Time To Put HELLA GmbH & Co. KGaA (ETR:HLE) On Your Watch List?
- Feb -25 - Did You Miss Ormat Technologies's (NYSE:ORA) Impressive 151% Share Price Gain?
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Lighting
Expected Growth : 5.5 %
What the company do ?
HELLA's Lighting division offers innovative lighting solutions for the automotive industry, including headlamps, rear lamps, and interior lighting systems.
Why we expect these perspectives ?
HELLA's 5.5% growth in Lighting is driven by increasing demand for energy-efficient LED solutions, rising adoption of advanced driver-assistance systems (ADAS), and growing electrification of vehicles. Additionally, the company's strong market position, innovative product portfolio, and strategic partnerships contribute to its growth momentum.
Segment n°2 -> Electronics
Expected Growth : 6.5 %
What the company do ?
HELLA GmbH & Co. KGaA's Electronics segment offers automotive lighting, electronics, and advanced driver-assistance systems for the global automotive industry.
Why we expect these perspectives ?
HELLA GmbH & Co. KGaA's 6.5% growth in Electronics is driven by increasing demand for advanced driver-assistance systems (ADAS), electrification of vehicles, and rising adoption of autonomous driving technologies. Additionally, growing sales of electric and hybrid vehicles, as well as increasing focus on vehicle safety and connectivity, contribute to the segment's growth.
Segment n°3 -> Lifecycle Solutions
Expected Growth : 5.8 %
What the company do ?
Lifecycle Solutions from HELLA GmbH & Co. KGaA provides a comprehensive range of services and solutions for the entire product lifecycle, from development to aftermarket support.
Why we expect these perspectives ?
HELLA's Lifecycle Solutions segment growth of 5.8% is driven by increasing demand for advanced driver-assistance systems (ADAS) and autonomous driving technologies, as well as growing aftermarket sales. Additionally, the company's strategic partnerships and investments in digitalization and electrification are contributing to its growth momentum.
Segment n°4 -> Elimination of Intersegment Sales
Expected Growth : 0.0 %
What the company do ?
HELLA GmbH & Co. KGaA eliminates intersegment sales by subtracting revenue from its consolidated financial statements, ensuring a more accurate representation of its external sales.
Why we expect these perspectives ?
HELLA GmbH & Co. KGaA's elimination of intersegment sales with 0.0% growth is driven by stagnant internal sales, lack of diversification, and inefficient resource allocation. This indicates a need for strategic restructuring, improved operational efficiency, and enhanced product offerings to stimulate growth.
Segment n°5 -> Other
Expected Growth : 5.2 %
What the company do ?
HELLA GmbH & Co. KGaA's 'Other' segment includes businesses that do not belong to the company's core automotive and aftermarket segments.
Why we expect these perspectives ?
HELLA GmbH & Co. KGaA's 5.2% growth in 'Other' segment is driven by increasing demand for advanced driver-assistance systems, growing electrification of vehicles, and expansion into new markets. Additionally, strategic partnerships and acquisitions have enhanced the company's product offerings and capabilities, contributing to the segment's growth.
Hella Gmbh & Co. Kgaa Products
| Product Range | What is it ? |
|---|---|
| Lighting | HELLA offers a wide range of lighting products for the automotive industry, including headlamps, rear lamps, and interior lighting. |
| Electronics | HELLA's electronics segment offers a variety of products, including body control modules, sensor systems, and battery management systems. |
| LifeCycle Solutions | HELLA's LifeCycle Solutions segment provides aftermarket products and services, including repair and maintenance solutions. |
| Special Applications | HELLA's Special Applications segment offers customized solutions for non-automotive industries, such as agriculture, construction, and marine. |
| Software and Services | HELLA's Software and Services segment offers software solutions, data analytics, and consulting services for the automotive industry. |
HELLA GmbH & Co. KGaA's Porter Forces
Threat Of Substitutes
HELLA GmbH & Co. KGaA operates in the automotive industry, which is characterized by a moderate threat of substitutes. While there are alternative products available, they are not significantly different from Hella's offerings, and the company's strong brand recognition and quality products mitigate the threat of substitutes.
Bargaining Power Of Customers
HELLA GmbH & Co. KGaA's customers, primarily automotive manufacturers, have limited bargaining power due to the company's strong market position and the complexity of its products, which require significant investment and expertise to develop and manufacture.
Bargaining Power Of Suppliers
HELLA GmbH & Co. KGaA's suppliers, primarily raw material providers, have moderate bargaining power due to the company's dependence on high-quality materials and the limited number of suppliers that can meet its quality standards.
Threat Of New Entrants
The threat of new entrants in the automotive industry is low due to the high barriers to entry, including significant investment requirements, complex regulatory frameworks, and the need for established relationships with automotive manufacturers.
Intensity Of Rivalry
The automotive industry is highly competitive, with several established players competing for market share. Hella faces intense competition from companies such as Bosch, Continental, and Valeo, which drives innovation and investment in research and development.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 28.54% |
| Debt Cost | 9.01% |
| Equity Weight | 71.46% |
| Equity Cost | 9.73% |
| WACC | 9.53% |
| Leverage | 39.94% |
HELLA GmbH & Co. KGaA : Quality Control
HELLA GmbH & Co. KGaA passed 3 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| CIE.MC | CIE Automotive, S.A. designs, manufactures, and sells automotive components and sub-assemblies worldwide. It offers roof systems, including opening roof, shading, and glazing systems; BIW, chassis, and steering products, such as … |
| PIRC.MI | Pirelli & C. S.p.A. manufactures and supplies tires for cars, motorcycles, and bicycles worldwide. It offers car tires under the P ZERO, Cinturato, Scorpion, Sottozero, Ice Zero, and Carrier brand … |
| ALIV-SDB.ST | Autoliv, Inc., through its subsidiaries, develops, manufactures, and supplies passive safety systems to the automotive industry in Europe, the Americas, China, Japan, and rest of Asia. It offers passive safety … |
| CON.DE | Continental Aktiengesellschaft, a technology company, offers intelligent solutions for vehicles, machines, traffic, and transportation worldwide. It operates through four sectors: Automotive, Tires, ContiTech, and Contract Manufacturing. The company offers safety, … |
| KBX.DE | Knorr-Bremse Aktiengesellschaft develops, produces, markets, and services braking and other systems for rail and commercial vehicles worldwide. The company operates in two segments, Rail Vehicle Systems and Commercial Vehicle Systems. … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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CIE Automotive
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Pirelli
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Knorr-Bremse
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HELLA
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Autoliv
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