-1.43%
11.29%
16.46%
-12.47%
10.25%
48.12%
163.69%
AI Spotlight on SFQ
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.
Market Data
| Last Price | 16.56 |
| Change Percentage | -1.43% |
| Open | 16.86 |
| Previous Close | 16.8 |
| Market Cap ( Millions) | 752 |
| Volume | 9303 |
| Year High | 19.78 |
| Year Low | 12.8 |
| M A 50 | 14.66 |
| M A 200 | 16.32 |
Financial Ratios
| FCF Yield | 14.83% |
| Dividend Yield | 5.13% |
| ROE | 15.91% |
| Debt / Equity | 160.06% |
| Net Debt / EBIDTA | 191.21% |
| Price To Book | 1.6 |
| Price Earnings Ratio | 9.98 |
| Price To FCF | 6.74 |
| Price To sales | 0.38 |
| EV / EBITDA | 4.79 |
News
- Jan -08 - 3 Dividend Stocks To Consider Offering Up To 5.5% Yield
- Nov -20 - SAF-Holland (ETR:SFQ) Is Posting Promising Earnings But The Good News Doesn’t Stop There
- Nov -17 - SAF-Holland Third Quarter 2024 Earnings: Misses Expectations
- Nov -14 - SAF Holland SE (XTER:SFQ) Q3 2024 Earnings Call Highlights: Resilience Amid Market Challenges
- Nov -11 - Three Prominent Dividend Stocks To Enhance Your Investment Strategy
- Oct -22 - Allianz And 2 Other Leading German Dividend Stocks
- Oct -21 - Investors in SAF-Holland (ETR:SFQ) have seen splendid returns of 152% over the past five years
- Oct -07 - Top German Dividend Stocks To Consider
- Oct -02 - An Intrinsic Calculation For SAF-Holland SE (ETR:SFQ) Suggests It's 46% Undervalued
- Sep -18 - Edel SE KGaA And 2 Other German Dividend Stocks To Watch
- Sep -03 - 3 German Dividend Stocks Yielding Up To 7.3%
- Aug -19 - Top German Dividend Stocks To Consider In August 2024
- Aug -10 - SAF-Holland Second Quarter 2024 Earnings: EPS Misses Expectations
- Aug -02 - Top German Dividend Stocks To Watch
- Jul -18 - Top German Dividend Stocks To Consider In July 2024
- Jul -17 - Three Solid German Dividend Stocks With Yields Starting At 3.7%
- Jul -05 - SAF-Holland And Two More Leading Dividend Stocks
- Jul -04 - At €18.48, Is SAF-Holland SE (ETR:SFQ) Worth Looking At Closely?
- Jun -20 - DEUTZ And Two More Top Dividend Stocks In Germany
- Jun -18 - SAF-Holland And Two More Top Dividend Stocks In Germany
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Original Equipment Manufacturer
Expected Growth : 4.65 %
What the company do ?
SAF-Holland SE's Original Equipment Manufacturer (OEM) segment supplies axles, suspension systems, and other components to major truck and trailer manufacturers.
Why we expect these perspectives ?
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.
Segment n°2 -> Aftermarket
Expected Growth : 8.9 %
What the company do ?
The Aftermarket segment from SAF-Holland SE provides spare parts, repair services, and maintenance solutions for commercial vehicles, trailers, and buses.
Why we expect these perspectives ?
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.
Saf-Holland Se Products
| Product Range | What is it ? |
|---|---|
| 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. |
SAF-Holland SE's Porter Forces
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.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 60.03% |
| Debt Cost | 7.81% |
| Equity Weight | 39.97% |
| Equity Cost | 14.12% |
| WACC | 10.33% |
| Leverage | 150.21% |
SAF-Holland SE : Quality Control
SAF-Holland SE passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| BUR.PA | Burelle SA, through its subsidiaries, provides automotive equipment, intelligent body systems, and clean energy systems and modules in France and internationally. The company offers plastic and composite body parts and … |
| CIR.MI | CIR S.p.A. - Compagnie Industriali Riunite, through its subsidiaries, primarily operates in the automotive components and healthcare sectors in Italy, other European countries, North America, South America, Asia, and internationally. … |
| ED4.DE | EDAG Engineering Group AG engages in the development of vehicles, derivatives, modules, and production facilities for the automotive and commercial vehicle industries worldwide. It operates through three segments: Vehicle Engineering, … |
| VBG-B.ST | VBG Group AB (publ), together with its subsidiaries, develops, manufactures, markets, and sells various industrial products in Germany, rest of the Nordic countries and Europe, Australia, New Zealand, and internationally. … |
| DBC.WA | Tire Company Debica S.A. manufactures and sells passenger, commercial, and truck tires under the Debica, Goodyear, Dunlop, Fulda, and Sava brands in Poland. It also offers curing bladders and membranes … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Debica
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VBG
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SAF-Holland
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4
EDAG
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5
Burelle
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6
