Added to YB: 2025-12-11
Pitch date: 2025-12-09
STM.DE [bullish]
Stabilus SE
+8.4%
current return
Author Info
Lux Opes Research covers European companies. Lots of them. Sign up for the newsletter.
Company Info
Stabilus SE, together with its subsidiaries, engages in the development, production, and distribution of gas springs, dampers, electromechanical damper opening systems, vibration isolation products, and industrial components in Germany, Europe, the Middle East, Africa, North America, South America, the Asia-Pacific, and internationally.
Market Cap
EUR 510.1M
Pitch Price
EUR 18.82
Price Target
N/A
Dividend
1.84%
EV/EBITDA
5.69
P/E
22.20
EV/Sales
0.88
Sector
Machinery
Category
value
Stabilus (STM Germany): cautious guidance masks an undervalued recovery story
STM.DE (update): Motion control/mechatronics co trading below historical multiples despite solid fundamentals. FY25-26 guidance cautious at €1.1-1.3B revenue, 10-12% EBIT margin. Deleveraging from 3x to <2x net debt/EBITDA in 3yrs. €100M+ FCF intact. Product mix shifting to higher-value applications. Market fatigue overdone vs recovery potential.
Read full article (2 min)