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1. Company Snapshot

1.a. Company Description

SAF-Holland SE manufactures and supplies chassis-related assemblies and components for trailers, trucks, semi-trailers, and buses.The company offers axle and suspension systems, fifth wheels, coupling systems, kingpins, and landing gears, as well as ball races, braking and EBS systems, lighting systems, and disc brakes.It markets its products under the SAF, Holland, Neway, KLL, V.Orlandi, TrailerMaster, and York brands.


The company serves original equipment manufacturers.It primarily operates in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.The company was founded in 1881 and is headquartered in Bessenbach, Germany.

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1.b. Last Insights on SFQ

SAF-Holland SE's recent performance was driven by its resilience in a challenging market, as highlighted in its Q3 2024 earnings call. Despite a 20% drop in sales, the company showcased strong cash flow and strategic growth initiatives. Additionally, the company's focus on dividend stocks, with a yield of up to 5.5%, has made it an attractive option for investors seeking stability and income in uncertain times. Furthermore, the company's recent mention in a list of prominent dividend stocks to consider, along with Allianz and others, underscores its potential to provide steady income streams.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Why The Story Around SAF-Holland Is Changing After Recent Analyst and Company Updates

Nov -30

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How Recent Analyst Moves Are Rewriting the Story for SAF-Holland

Nov -15

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SAF Holland SE (WBO:SFQ) Q3 2025 Earnings Call Highlights: Navigating Market Challenges with ...

Nov -13

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Top European Dividend Stocks To Consider In November 2025

Nov -13

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SAF-HOLLAND SE: Supervisory Board Decides to Extend CEO Alexander Geis' Contract Early Until 2031

Aug -20

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3 European Dividend Stocks Yielding Up To 6.1%

Aug -11

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Boasting A 12% Return On Equity, Is SAF-Holland SE (ETR:SFQ) A Top Quality Stock?

Aug -07

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SAF-HOLLAND Wins Major Order for Swivel Axle Bogies in the Military Transport Sector

Aug -04

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.98%)

6. Segments

Original Equipment Manufacturer

Expected Growth: 4.65%

SAF-Holland SE's 4.65% growth as an Original Equipment Manufacturer is driven by increasing demand for heavy-duty trucks, rising adoption of advanced braking systems, and growing aftermarket sales. Additionally, the company's strategic partnerships, geographic expansion, and focus on innovative products have contributed to its growth momentum.

Aftermarket

Expected Growth: 8.9%

The 8.9% growth in aftermarket sales from SAF-Holland SE is driven by increasing demand for replacement parts, expansion into new markets, and a growing fleet of heavy-duty trucks and trailers. Additionally, the company's focus on digitalization and e-commerce platforms has improved customer accessibility and convenience, contributing to the segment's growth.

7. Detailed Products

Axles

SAF-Holland SE offers a range of axles designed for heavy-duty applications, providing high-strength and low-maintenance solutions for commercial vehicles.

Suspension Systems

The company's suspension systems are designed to provide improved ride quality, handling, and stability for commercial vehicles.

Fifth Wheels

SAF-Holland SE's fifth wheels are designed for heavy-duty applications, providing a secure and reliable connection between tractors and trailers.

Coupling Systems

The company's coupling systems are designed to provide a secure and efficient way to connect and disconnect trailers from tractors.

Kingpins

SAF-Holland SE's kingpins are designed to provide a secure and reliable connection between trailers and tractors.

Landing Gear

The company's landing gear is designed to provide a stable and reliable way to support trailers during loading and unloading operations.

8. SAF-Holland SE's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for SAF-Holland SE is moderate, as there are alternative products and services available in the market, but they are not highly attractive to customers.

Bargaining Power Of Customers

The bargaining power of customers for SAF-Holland SE is low, as the company has a diverse customer base and no single customer has a significant impact on the business.

Bargaining Power Of Suppliers

The bargaining power of suppliers for SAF-Holland SE is moderate, as the company relies on a few key suppliers for critical components, but has some flexibility in its supply chain.

Threat Of New Entrants

The threat of new entrants for SAF-Holland SE is low, as the company has a strong brand and established relationships with customers, making it difficult for new entrants to gain traction.

Intensity Of Rivalry

The intensity of rivalry for SAF-Holland SE is high, as the company operates in a highly competitive industry with several established players, and must continually innovate and improve its products and services to remain competitive.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 60.03%
Debt Cost 7.81%
Equity Weight 39.97%
Equity Cost 14.12%
WACC 10.33%
Leverage 150.21%

11. Quality Control: SAF-Holland SE passed 6 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Debica

A-Score: 6.3/10

Value: 8.7

Growth: 3.9

Quality: 4.1

Yield: 8.1

Momentum: 3.5

Volatility: 9.7

1-Year Total Return ->

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SAF-Holland

A-Score: 6.0/10

Value: 8.0

Growth: 7.9

Quality: 3.6

Yield: 6.9

Momentum: 5.0

Volatility: 4.7

1-Year Total Return ->

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Burelle

A-Score: 5.6/10

Value: 10.0

Growth: 5.0

Quality: 2.6

Yield: 3.1

Momentum: 6.0

Volatility: 6.7

1-Year Total Return ->

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CIR

A-Score: 5.0/10

Value: 7.5

Growth: 4.8

Quality: 2.8

Yield: 0.0

Momentum: 6.0

Volatility: 8.7

1-Year Total Return ->

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VBG

A-Score: 4.9/10

Value: 6.1

Growth: 7.9

Quality: 5.7

Yield: 4.4

Momentum: 1.5

Volatility: 4.0

1-Year Total Return ->

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EDAG

A-Score: 3.3/10

Value: 7.4

Growth: 3.0

Quality: 2.3

Yield: 1.2

Momentum: 0.5

Volatility: 5.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

14.8$

Current Price

14.8$

Potential

-0.00%

Expected Cash-Flows